Australian Investors Podcast

In this Australian Investors Podcast episode, host Owen Rask sits down with Billy Leung from Global X ETFs to discuss: Why global investing is more important than ever How AI is reshaping markets & investment strategies The role of the Russell 2000 (RSSL) Index in a diversified portfolio How investors can think about currency hedging for international exposure If you love learning about global markets & ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered Welcome & Introduction The Rise of AI & Its Impact on Investing Why Investors Should Think Globally Home Country Bias & How to Overcome It What Is the Russell 2000 (RSSL) & Why It Matters? How AI Could Unlock Mid-Cap Growth Currency Hedging Strategies for Global Investors Final Thoughts & Takeaways for Investors Resources for This Episode 📄 Learn More About These ETFs: Global X Russell 2000 ETF (RSSL): https://www.globalxetfs.com/funds/rssl/ Global X FANG+ ETF (FANG): https://www.globalxetfs.com.au/funds/fang/ ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. Learn more about your ad choices. Visit megaphone.fm/adchoices

The ASX 200 (ASX: XJO) price is crashing down 6.5%. Commonwealth Bank of Australia (ASX:CBA) share price is down 7.7%. BHP Group Ltd (ASX: BHP) share price is down 8%. VIDEO VERSION: https://youtube.com/live/SBxxCavI2Lo ASX 200 investors, what should you do in a market crash?! If you're watching the ASX 200 sell-off in fear, rest assured - at 12 noon today (MEL/SYD time), Chief Investment Officer Owen Rask will break down his 5-part market crash investing checklist. ✨ Resources ✨ Rask Invest portfolio: https://www.rask.com.au/rask-invest Join our community: https://community.rask.com.au Get financial advice: https://www.rask.com.au/advice Special guest Claude Walker: https://arichlife.com.au/ All information in this podcast is strictly general in nature. It is not personal financial advice as it does not take into account your needs, goals or objectives. So don’t act on it before speaking with your financial planner. Owen Raszkiewicz can be verified on asic.gov.au. He is the ultimate holder of AFSL 563907 and you can read Rask's Financial Services Guide at www.rask.com.au/fsg Investing can be risky and result in permanent capital loss. #investing #asx200 Learn more about your ad choices. Visit megaphone.fm/adchoices

On this week's Australian Investors Podcast 2 Sense episode, your hosts Owen Rask and Drew Meredith discuss: The best business models in the world and why they work Why Pinnacle (ASX:PNI) stands out in Aussie funds management Apple & Microsoft: the power of platforms and ecosystems Which ASX and US companies Owen and Drew would buy and hold forever If you love learning about business quality, competitive advantages, and building high-performing portfolios, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – What makes a great business model: scalability, margins, customer stickiness – Why funds management used to be unbeatable (and what’s changed) – Pinnacle Investment Management (ASX:PNI) and the affiliate model explained – Apple’s ecosystem and Microsoft’s B2B dominance – The most profitable sectors by net margins – Which one ASX and one US company Owen & Drew would buy ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast #2Sense Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Mark Kiesel, PIMCO’s Chief Investment Officer of Global Credit. Together, they discuss: Why now could be a generational opportunity for bond investors Mark’s outlook on inflation, interest rates and the global economy PIMCO’s $2 trillion advantage and how it creates alpha in credit markets What airlines and housing trends are saying about the next economic slowdown If you love learning about bond investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered Mark’s visit to Australia and on-the-ground insights How PIMCO’s massive scale drives bond market advantage His famous 2006 call to sell his home pre-GFC Why inflation is likely to fall and bond markets may rally The “slimming down” theory and macroeconomic signals What airlines, autos and housing are telling us about sentiment Mark’s contrarian outlook and long-term investing mindset Resources for This Episode 📄 Learn More About Bond Investing & PIMCO’s Views: Opportunity Amid the Noise - Interview with Dan Ivascyn The “Magnificent 7” Reasons Why Now is a Good Time to Invest in Core Bonds ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast #Bonds #PIMCO #MarkKiesel Learn more about your ad choices. Visit megaphone.fm/adchoices

On this week's Australian Investors Podcast 2 Sense episode, your hosts Owen Rask and Drew Meredith, CFP® discuss: Their best investments ever and what they learned Why US tech (like TTD & PANW) has outperformed Aussie small caps How Pro Medicus (ASX:PME) became a 30-bagger The importance of position sizing, patience & letting winners run If you love learning about long-term investing and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – What Drew and Owen learned from their best-ever investments – Why Pro Medicus (ASX:PME) is still in Owen's portfolio – The growth of Palo Alto Networks (NASDAQ:PANW) and Trade Desk (NASDAQ:TTD) – How ETFs helped outperform direct stock picks – The power of currency and global diversification – Portfolio rebalancing, patience & long-term compounding – What listeners can take away from 10+ year compounders Resources for This Episode 📄 ETFs Mentioned in This Episode: Betashares A200 ETF (ASX:A200) iShares S&P 500 ETF (ASX:IVV) ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast #2Sense Learn more about your ad choices. Visit megaphone.fm/adchoices

The Staude Capital Global Value Fund Limited (ASX: GVF) is a unique listed investment company for a few reasons. Firstly, it invests in heavily discounted investment vehicles all over the world. There’s no other ASX listed vehicle that does this (to our knowledge anyway). And secondly, they are a husband and wife team who have just celebrated the funds ten year anniversary. In this episode we dive deep on the investment philosophy that has seen the fund return over 11%pa since inception. How they find and evaluate opportunities and how you can take their approach to find quality, undervalued opportunities in the Australian listed investment company space as well. We loved this episode and hope you do too. Additional resources: Link to the GVF website GVF celebrates ten years - a recap Ratings house, Lonsec’s independent review of GVF The Association of Investment Companies - for those interested in the LICs scene in the UK Ice breakers What ignited the spark for Emma and Miles to start investing Who were or are still your mentors? How does a husband and wife team end up saying “hey let’s do this together” Your process The GVF investment process through the lens of the analysis of the company's performance. How do these investors in listed investment companies unlock the value that is in the discount? Deep value often appears in sectors or geographies all at the one time, how do they think about portfolio weights and balancing exposures in these opportunities? What is the turnover of the GVF portfolio? How do you balance the duration of a possible investment in your portfolio? How should someone view GVF in terms of asset allocation? Advice for the Australian LIC investor: How does Australia compare to other countries when it comes to closed ended listed investment vehicles. Why should the individual investor look at the UK as their first stop when looking outside Australia for LICs What are the top things to look for when selecting a listed investment company (LIC) in Australia Personal reflections: What character traits in each other do you most admire when it comes to building a company together? What advice would you go back and give your younger self? We’re going for lunch anywhere in the world, where are we going? Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Australian Investors Podcast, Mark Jocum, Senior Product & Investment Strategist at Global X ETFs Australia, explores the world of Bitcoin ETFs. They cover: What Bitcoin ETFs are and how they work The benefits of using an ETF instead of buying Bitcoin directly How Global X’s EBTC ETF provides crypto exposure The risks and fees associated with Bitcoin ETFs How to decide if a Bitcoin ETF belongs in your portfolio Different ways investors use Bitcoin ETFs for diversification If you enjoy this episode, subscribe for more on Apple, Spotify, YouTube, or wherever you get your podcasts! Follow us on Instagram and TikTok for more investing insights. Topics Covered Welcome & Introduction Who is Mark Joachim & What is Global X? What are Bitcoin ETFs and how do they work? How Bitcoin ETFs compare to buying crypto directly Why institutional investors are moving into Bitcoin ETFs How EBTC is structured and what investors need to know The role of custodians like Coinbase in securing Bitcoin Understanding Bitcoin ETF fees & risks How Bitcoin ETFs fit into an investment portfolio Final thoughts and how to learn more Resources for this episode 📄 Learn more about Bitcoin ETFs & EBTC: EBTC - Global X Bitcoin ETF 📄 More about Global X ETFs: Global X ETFs Australia ~~ Show partner resources ~~ 💰 Join Pearler using code “RASK” for $15 of Pearler Credit - Sign up here 📊 Get 50% off your first two months using PocketSmith - Try it now 📈 View BetaShares' full range of funds - See more ~~ Rask resources ~~ 🔗 Explore all Rask services - Click here 📋 Learn about Rask Financial Planning - Find out more 📈 Start investing with Rask - Get started 📜 Access Show Notes - Read more ❓ Ask a question (select the Finance Podcast) - Submit here 📲 Follow us on social media: 📸 Instagram: @rask.invest 🎵 TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. It does not take into account your personal objectives, financial situation, or needs. Always consider whether the information is appropriate to your circumstances before making investment decisions. If you’re unsure, consult a licensed financial planner. We do not guarantee the accuracy of the information in this podcast, including financial, taxation, and legal details. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial adviser, or financial planner. Access The Rask Group's Financial Services Guide (FSG) for more information. #invest #RaskInvest #ASX #bitcoin #ETF Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Owen Rask is joined by Gemma Mitchell, Rask's Head of Advice, who steps in for Drew Meredith while he is away. This week, Gemma & Owen are answering your questions, plus a quick update on how the $10,000 portfolios. Topics covered today: What are buybacks, and why do companies offer them? Diversifying inside vs. outside super Optimising dollar-cost averaging What is momentum investing? How to identify crossovers in your ETFs' asset allocations Resources for this episode Rask financial advice: https://www.rask.com.au/advice/ ETF fund compare- Compare ETFs - Fund Comparison Tool | Vanguard Ask a question (select the Investment podcast): https://bit.ly/R-quest ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Introduction In this Australian Investors Podcast episode, your host Owen Rask is joined by Kanish Chugh, Head of ETF Sales at PIMCO Australia, to discuss: The role of fixed income in a portfolio How ETFs provide professional-grade access to bonds PIMCO’s new range of fixed income ETFs Why now might be the right time to allocate more to bonds This is a sponsored episode If you love learning about ETFs, bonds, and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered Welcome & Introduction Who is PIMCO? Understanding the Global Investment Giant Why Fixed Income ETFs Matter More Than Ever How Bonds Work & Their Role in a Portfolio PIMCO’s New Fixed Income ETF Range The Case for Bonds in 2025 & Market Outlook Final Thoughts & How to Learn More Resources for This Episode 📄 Explore PIMCO’s Fixed Income ETFs & Bond Insights: PIMCO's Australian Website: https://bit.ly/3FyV7vb See PIMCO's Current ETF Offerings: https://bit.ly/4bXhUNo ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #ETFs #FixedIncome #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: CSL stock – is it a buy at these levels? Iron ore prices holding strong at $100 per tonne Gold’s massive rally – what’s driving it? Portfolio positioning during a volatile market Lessons from past market crashes – are we in for another GFC? If you love learning about investing and market trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered & Timestamps 0:00 – Welcome & Introduction 4:15 – CSL Stock: Is It a Buy? 12:30 – Iron Ore Prices Holding at $100 per Tonne 18:45 – Gold Surges – Should Investors Be Paying Attention? 27:10 – Is This Another Financial Crisis? 34:55 – Portfolio Lessons from Market Downturns 45:20 – Market Predictions & Final Thoughts Resources for This Episode 📄 Learn More About This Topic: Baby Boomers Face Lasting Retirement Hit In Extended Stock Rout – Bloomberg Mnuchin Discounts US Recession, Says Stock Retreat ‘Makes Sense’ – Bloomberg Rask $10,000 Portfolio Challenge – Rask Media ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask speaks with David Tagg, Head of Investments at La Trobe Financial, about the booming private credit market. They discuss: What private credit is and why it’s gaining popularity How investors can earn passive income with private credit The risks and opportunities in alternative investments How private credit compares to traditional fixed income and equities If you like this Australian Investors Podcast episode on private credit investing, subscribe for weekly episodes on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered & Timestamps 0:00 – Welcome & Introduction 5:15 – What is Private Credit & Why Does it Matter? 10:45 – The Growth of Private Credit After the GFC 15:30 – Private Credit vs Traditional Investments 20:20 – Income Generation & Risk in Private Credit 25:40 – The Role of Private Credit in a Portfolio 30:10 – How Interest Rates Impact Private Credit 35:00 – Understanding La Trobe Financial’s Investment Approach 40:20 – How Investors Can Access Private Credit 45:10 – Future Trends in Private Credit & Alternative Investing 50:00 – Final Thoughts & How to Learn More Resources for This Episode 📄 Learn More About Private Credit & Income Investing: La Trobe Financial - https://www.latrobefinancial.com.au/?utm_source=rask ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Learn about Rask Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest RASK DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. LATROBE DISCLAIMER - https://www.raskmedia.com.au/2025/03/13/private-credit-explained/ #PrivateCredit #Investing #Income Learn more about your ad choices. Visit megaphone.fm/adchoices

Will ASX ETFs hit $300 billion in total investments in 2025? Is Computershare Ltd (ASX: CPU) a good stock to buy? Time to buy RPMGlobal Holdings Ltd (ASX: RUL)? On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for questions and answers, where they would invest a massive lump sum, how to invest in private markets via an SMSF, discuss the opportunity within active small cap ETFs like FCAP, and more. ~~ Episode resources ~~ $10,000 portfolio challenge: https://www.raskmedia.com.au/portfolio ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #ASX #investing Learn more about your ad choices. Visit megaphone.fm/adchoices

Is the gold price rally sustainable? What are the best gold ETFs? In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask, speaks with Global X ETFs Australia's Marc Jocum about everything gold investing related. If you like gold investing, crypto or learning how to build an 'All Weather' portfolio, discover this episode on gold investing and gold ETFs. If you think this Australian Investors Podcast episode is spot on, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. This is a sponsored episode of The Australian Investors Podcast by long-time partner, Global X ETFs Australia. Topics covered today: Why did gold rally 30% in 2024? Gold price drivers How do gold ETFs work? What's the difference between GOLD and GXLD from Global X? Is gold a defensive or growth investment? Didn't Warren Buffett buy gold? Resources for this episode Learn more about Global X's GOLD ETFs Ask a question about gold investing (select the Investors podcast) Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #stockmarket #gold Learn more about your ad choices. Visit megaphone.fm/adchoices

Were NVIDIA Inc's (NASDAQ: NVDA) results any good? Is WiseTech Global Ltd (ASX: WTC) finally cheap? And why Owen loves the Costco Wholesale Corp (NASDAQ: COST) business model... On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for questions and answers, and Drew reveals something he shouldn't... ~~ Episode resources ~~ Rask Financial Advice (with Owen's direct team): https://www.rask.com.au/advice $10,000 portfolio: https://www.raskmedia.com.au/portfolio ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, speaks with Brendan Malone, Managing Director & Group CEO of Raiz Invest Australia (ASX:RZI) – a company which offers round-up and automation features that feed directly into long-term ETF and share portfolios, for hundreds of thousands of customers across Australia. If you’re interested in micro-investing and what Raiz has to offer, you’ll love this episode because Brendan answers questions on Raiz’s business model, performance and metrics and future goals of the ASX-listed platform. It's also a fantastic podcast discussion for investors looking at Raiz from a distance and trying to assess the potential. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: Raiz’s business journey, from inception until now The services that Raiz offers & how it makes money Raiz’s performance and metrics - what investors should follow Raiz product roadmap & value adds The companu's future goals around revenue, growth and TAM ~~ Episode resources ~~ Brendan's LinkedIn profile: https://www.linkedin.com/in/brendanmalone Raiz website: https://raizinvest.com.au ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #investing #ASX Learn more about your ad choices. Visit megaphone.fm/adchoices

Is it possible to draw an 8% income from private credit? How does private credit work? Nehemiah Richardson, CEO of Pengana Credit, takes us on a journey of private credit investing in Australia, the risks involved, the product he helped build (known as TermPlus), and more, on this episode of The Australian Investors Podcast with Owen Rask. TermPlus: https://bit.ly/term-plus ALWAYS read the PDS before investing, especially with private credit. And speak to your adviser if you're confused or unsure in any way. Rask makes nothing from providing this link. It is not an affiliate link. ~~ WHERE'S 2 SENSE?! ~~ The entire Rask team was on the road this week... and we missed our flight. So Drew is in his hot tub and Owen was travelling during our regular recording slot. ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest ~~ Timestamps ~~ 00:00 - Kapalua Golf Course 05:30 - What is private credit? 12:45 - What is TermPlus? 25:00 - How TermPlus works 31:00 - Is an 8.5% yield sustainable? DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris Bates, founder and CEO of Alcove, speaks with Owen Rask, Chief Investment Officer of Rask, about the lessons learned growing Alcove, the role of a broker and future of property advice. Topics: Chris' journey from financial planning The partnership with Rask Name & brand changes Lessons learned working in an unsuccessful business partnership The future of mortgage broking ~~ Episode resources ~~ Mortgage broking: https://bit.ly/R-services ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Where would you invest $100 million in the stock market? On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for questions and answers, where they would invest a massive lump sum, how to invest in private markets via an SMSF, discuss the opportunity within active small cap ETFs like FCAP, and more. ~~ Episode resources ~~ $10,000 portfolio: https://www.raskmedia.com.au/portfolio ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, speaks with Jason Leung, Co-Founder and CEO of Pocketsmith Ltd - the leading personal finance management tool in the country. If you invest in ETFs or stocks, you'll love this episode because the fellas answer questions on investment strategy, feature some of the ASX's top quality companies and review their $10,000 portfolios. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: Creating a life-affirming budget Open banking Scaling a business to 300,000 SaaS customers Vintage shopping What a good budget looks like The future of money automation Resources for this episode Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith Pocketsmith global spending map: https://www.pocketsmith.com/spending/ Jason's first podcast: https://www.raskmedia.com.au/2024/06/13/how-pocketsmith-helps-100000-households-save-more-money/ Ask a question (select the Retirement podcast): https://bit.ly/R-quest Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, and Drew Meredith, Director at Wattle Partners dive head first into the latest ASX news and answer your stock market questions. If you invest in ETFs or stocks, you'll love this episode because the fellas answer questions on investment strategy, feature some of the ASX's top quality companies and review their $10,000 portfolios. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: Recap of the three $10,000 portfolios Chemist Warehouse's deal with Sigma Healthcare Ltd (ASX: SIG) What the Premier Investments Ltd (ASX: PMV) deal with Myer Holdings Ltd (ASX: MYR) actually means How to get conviction in your investing skills, if you've only been doing it for 3 years How a new investor went from spending $350 per week on cigarettes, to a $20,000 portfolio A GARP primer and is 50% invested in one ETF a bad thing? Resources for this episode $10,000 portfolios Ask a question (select the Retirement podcast) Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of The Australian Investors Podcast, Owen Rask is joined by Marc Jocum from Global X ETFs Australia, for a discussion on the best, the worst and the closed ASX ETFs of 2024, and why they're bullish on AI and ways to invest in 2025. Topics covered: Is 20% from the stock market... normal? Why is GOLD up 35%? Are you worried about US stock market valuations? Why Owen is now seriously bullish on AI How to invest in ETFs, but still consider valuation How to invest in AI stocks without stock picking Marc's game plan for 2025 ~~ Episode resources ~~ ETFs for further research: OZXX FANG GARP GOLD GXLD ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Is DeepSeek just a Chinese knock off? Should you be worried about the valuations of AI stocks like NVIDIA? And how likely is an RBA rate cut? On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for a discussion on what's the crystal is telling us in 2025. Topics covered: Owen's This Is The Best One takes the lead on the $10k portfolio challenge Is DeepSeek just a Chinese knock off? Why the expansion of AI is only just getting started Is Drew's book coming to audible? Will Australian interest rates be cut? Why Drew is holding onto FANG How to understand bond ETFs like VBND & IAF Is 100% inside Super ok? ~~ Episode resources ~~ 2025 Portfolio Challenge ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Rachel Waterhouse is the CEO of The Australian Shareholders Association (ASA), a proud partner of Rask's Australian Investors Podcast. In this discussion, Rachel joins your host, Owen Rask, Chief Investment Officer of The Rask Group, to discuss: Is passive investing changing shareholder advocacy? Who is the best finance presenter you have come across? What's the one investment you got totally wrong? Where is ASA going moving forward, will it be more focused on broader forms of investing? What it means to be a purpose-focused leader? Support ASA (joining link): https://members.australianshareholders.com.au/membership/join-now/ ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Is the S&P 500 going to crash in 2025? Are US stocks overvalued? Or is Donald Trump going to push US stocks higher? On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for a discussion on what's the crystal is telling us in 2025. Topics covered: Is Donald Trump good or bad for the stock market? Can NVIDIA keep rising? Our $10,000 portfolio review Momentum investing explained Helping kids get into investing ~~ Episode resources ~~ 2025 Portfolio Challenge ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, interviews Nicole Kidd, from Schroders RF, to talk about getting income from private credit within your retirement portfolio. Topics covered today: What is private credit? Difference between private credit, "fixed income", "bonds" and term deposits What is a 'syndicate' in private credit? What is a 'first mortgage'? Is a big dividend yield a no-brainer? When is the yield too good to be true? How Schroders RF actually works How to use private credit as a retiree? Episode resources: Go to Schroders RF website: https://bit.ly/schroders-RF ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, speaks with Rob Miller, Portfolio Manager at NAOS Asset Management, about 3 ASX shares with long-term growth potential. If you like small-cap investing, or stocks in general, you'll get the names and analysis of 3 quality ASX shares for long-term compounding: Dropsuite Ltd (ASX: DSE), Hancock & Gore Ltd (ASX: HNG) and Objective Corp Ltd (ASX: OCL). If you like this Australian Investors Podcast episode on 3 ASX shares, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: How experts prepare for ASX reporting season Why analysing management matters An analysis of 3 ASX shares: Hancock & Gore (ASX: HNG) analysis Dropsuite Ltd (ASX: DSE) analysis Objective Corp Ltd (ASX: OCL) analysis Resources for this episode FREE - register for the NAOS upcoming event Ask a question (select the Retirement podcast) Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

How did a regional Victorian start-up called Aussie Broadband take on Telstra (ASX: TLS)... and win customers over? Is customer service a competitive advantage? In his first-ever long-form interview, Aussie Broadband CEO, Brian Maher, joins your host Owen Rask, Chief Investment Officer of Rask Invest, in telling us about the company's incredible journey of growth, resilience, strategy and customer service. Topics covered in this Aussie Broadband deep dive: Origin story >> 700,000 customers - how? A primer on 'how the internet works' and key players Customer service as a competitive advantage "A hatred for anything that resembles bullsh*t" Aussie's M&A strategy ~~ Episode resources ~~ ASX filings & annual report: https://www.aussiebroadband.com.au/investor-centre/ Become an Aussie customer: https://www.aussiebroadband.com.au/customer/?utm_source=RASK ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

What are the best books for investing, business and... life? In this Australian Investors Podcast episode, your host Owen Rask and Drew Meredith answer your questions and discuss their favourite investing books for 2025 and beyond. Don't forget, throughout January you can ask us all types of questions by using our online Q&A form: Ask a question >> https://bit.ly/R-quest Books mentioned: Zero to One (Paypal founder) - https://www.amazon.com.au/Zero-One-Notes-Startups-Future/dp/0804139296 The Ulysses Contract (index investing) - https://www.amazon.com.au/Ulysses-Contract-never-worry-market/dp/1922611603 The Undoing Project (behavioural finance) - https://www.amazon.com.au/Undoing-Project-Friendship-Changed-Minds/dp/0393254593 How not to lose $1 million dollars (ASX stock picking) - https://www.amazon.com.au/How-Not-Lose-Million-investing/dp/1923186035 Simon Sinek (Leaders Eat Last) - https://www.amazon.com.au/Leaders-Eat-Last-Together-Others/dp/0670923176 Poor Charlie's Almanack (Charlie's tribute) - https://www.amazon.com.au/Poor-Charlies-Almanack-Essential-Charles/dp/1953953239 Greenlight (matthew's voice) - https://www.amazon.com.au/Greenlights-Matthew-McConaughey/dp/0593139135 Annuities episode on The Australian Retirement Podcast (out soon): https://www.raskmedia.com.au/podcasts/australian-retirement-podcast/ Die with Zero book (longevity and spending) - https://www.amazon.com.au/Die-Zero-Getting-Your-Money-ebook/dp/B07T5LSF1J ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest ~~ Episode resources ~~ DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, Owen Rask speaks with Alec Renehan, co-founder of Equity Mates Media, about the business he and Bryce have built, the future of media and his favourite interviews. Topics covered today: How Ren asks the right questions, in any context Ren's story & how Equity Mates came to be The media company Ren would buy Where we are in the rise of ETFs Where we are in the rise of podcasting ~~ Episode resources ~~ Tune into Equity Mates, Get Started Investing: https://equitymates.com/get-started-investing/ Bryce & Ren's book: https://www.amazon.com.au/Dont-Stress-Just-Invest-investments/dp/1761470469 ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Qiao Ma, Portfolio Manager of the Munro Partners Global Small and Mid Cap Fund, joins Owen Rask on The Australian Investors Podcast to discuss: 1. What it takes to find killer stocks 2. How Qiao survived the GFC 3. Why founders tend to win 4. The importance of 'control' in long-term investing 5. Munro's investment process 6. Qiao's two pieces of advice to her younger self Episode resources: Munro Partners Nick & Owen's discussion All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

How do the wealthiest people invest? How do they make their money? In this Australian Investors Podcast episode, your host Owen Rask and Drew Meredith answer your questions. Don't forget, throughout January you can ask us all types of questions by using our online Q&A form: Ask a question >> https://bit.ly/R-quest Topics covered today: How the rich invest How millionaires are made Where we'd invest $10 million Vanguard Dividends - DRP v DCA? How to manage a large sum of cash? BHP's dividend ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest ~~ Episode resources ~~ DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask and Drew Meredith answer your questions. Don't forget, throughout January you can ask us all types of questions by using our online Q&A form: Ask a question >> https://bit.ly/R-quest Topics covered today: How to set goals Where do goals go wrong with clients? Breaking big goals down Personal, investment, retirement Giving yourself a break but staying on track How to invest an inheritance, and How long it takes to become a financial planner ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest ~~ Episode resources ~~ ASIC resources for financial planners: https://asic.gov.au/regulatory-resources/financial-services/financial-advice/professional-standards-for-financial-advisers/qualification-exam-and-professional-development/ CFP program: https://faaa.au/financial-planning-education/cfp-certification/ DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask speaks with Marie Vakakis, an experienced therapist, mental health and relationship educator, and host of the This Complex Life Podcast. In this podcast with Marie Vakakis, Owen and Marie discuss: How our relationship with money impacts our investments and money management How to identify our own issues with money The financial superpower that comes with a strong relationship How to talk to your partner, kids or parents about money What it takes unpack a bad habit with money ~~ Episode resources ~~ Marie's upcoming webinar - Relationship Refresh: https://marievakakis.com.au/etn/relationship-refresh/ Discount code to get 30% off: RASK2025 Marie's first Rask podcast: https://www.raskmedia.com.au/2023/09/15/relationships-money-how-to-start-having-better-conversations/ ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

The $10,000 portfolio challenge on The Australian Investors Podcast for 2025 is HERE! It's Team Owen Rask versus Team Drew Meredith versus you, The Rask Community. On January 1st, 2025 we'll begin tracking the three hypothetical portfolios selected by our teams. Then we'll provide weekly commentary and updates on the portfolios every Saturday morning (at 7am MEL/SYD time) as part of our '2 Sense' instalments on The Australian Investors Podcast. Subscribe on Apple Podcasts, YouTube or Spotify. WARNING: Remember, nothing in these portfolios should be considered as investment advice. We are NOT investing in these portfolios in real life, and the portfolios we build at Rask Invest (or Drew, via Wattle Partners) have nothing to do with these three portfolios. Please do not believe these portfolios are our actual portfolios, or represent the portfolios we professionally manage for our clients. Investing is risky and can result in permanent capital loss. ~~ Episode resources ~~ Portfolio tracking starts in January at: https://www.raskmedia.com.au/portfolio Show notes page (show portfolio): https://www.raskmedia.com.au/2024/12/30/10000-portfolio-challege/ ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask speaks with Grant Hackett, OAM, who is the CEO of Generation Development Group (ASX: GDG) - a $1.1 billion company that has grown rapidly in recent years. In this podcast with Grant Hackett, Owen and Grant discuss: What Grant took from the pool to his CEO role Why he moved into finance How to inspire and lead a team How Grant thinks about personal and professional growth Investment bonds - how and why they work The tax of investment bonds Potential changes to Superannuation you need to know How Grant makes investment decisions as a CEO ~~ Episode resources ~~ Lifebuilder (investment bond): https://bit.ly/rask-bond1 Childbuilder (investment bond): https://bit.ly/rask-bond2 Grant's LinkedIn: https://www.linkedin.com/in/grant-hackett-oam-30820225?originalSubdomain=au ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest ~~ Timestamps ~~ 0:30:00 - becoming CEO of Generation Development (ASX: GDG) 7:00 - leadership skills 17:00 - a passion for finance 18:00 - overcoming doubt to win gold 22:00 - managing a team more effectively 30:00 - Investment bonds explained 35:00 - 10-year rule and 125% rule 42:00 - Investment bond rules - broken 46:00 - how investment bonds work 52:00 - changes to tax rules 55:00 - how Grant makes investment decisions 1:00:30 - advice Grant Hackett would give to his young self DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Joe Aston, author of The Chairman's Lounge and prolific financial journalist, joins Owen Rask to dive into corporate ethics, the role of journalists and Qantas' control over the business elite, on this episode of The Australian Investors Podcast. Get Joe's book: Amazon: https://www.amazon.com.au/Chairmans-Lounge-inside-story-Qantas/dp/1761429760 Audible: https://www.amazon.com.au/Chairmans-Lounge-Inside-Story-Qantas/dp/B0D9WJYSGJ Topics covered: 1:30 - How Joe keeps companies accountable 8:45 - Harvey Norman red flags 15:30 - Joe Aston's research process 23:00 - Joe Aston on Qantas story 26:46 - What is the Chairmans Lounge? 32:30 - Virgin & Qatar coming for Qantas? 36:20 - Finding sources in journalism 38:00 - Bias in journalism 46:15 - Power abuse in business 50:45 - Youth is wasted on the young ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Rask Invest LIVE, your host Owen Rask, Chief Investment Officer of Rask Invest, will be joined for our "2 Sense" installment of Rask Invest LIVE x Australian Investors Podcast. Owen and Drew are joined by Jamie Nemtsas, fellow financial adviser and director at Wattle Partners, to: Answer your questions Dive deep into ETF investing Share our best lesson of 2024 One bold forecast for 2025, and Enjoy a unique tasting plate by Drew! ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to Rask's 2024 Year in Review. This episode features snippets from an Olympian, Therapist, CEO, Influencers, Authors, Founders and more! Episodes to watch next (in order of first appearance in the Review): John Addis, leukaemia and dealing with uncertainty: https://www.raskmedia.com.au/2024/10/07/john-addis-book-how-not-to-lose-1-million/ Grant Hackett, bad times don’t last forever: https://www.youtube.com/watch?v=JLoIKV68-hw Marie Verkakis (to be released), therapist: https://youtu.be/f6EH6yHzzes Dave Gow, early retirement & looking inward: https://www.youtube.com/watch?v=UjoGibsgPG0 Tim Duggan, working less: https://www.youtube.com/watch?v=kzk7toGCycQ Brian Hartzer, coaching kids: https://www.youtube.com/watch?v=xaFC9Pp2DPM Qiao Ma (to be released), Lehman lessons & killer companies: https://youtu.be/xh2D5FAR1mA Angus Donohoo, Crypto Gandi: https://www.raskmedia.com.au/2024/10/02/angus-donohoo-dating-apps/ Joe Aston, journalist & power abuse: https://youtu.be/Vu6FFGcsUBU Phil Lowe, former RBA governor: https://www.raskmedia.com.au/2024/11/27/phil-lowe-caroline-gurney-investing-on-purpose/ Paul Clitheroe, bullish on Australia: https://www.youtube.com/watch?v=AikPhtqJf48 Alec Rehehan, questions: https://www.youtube.com/watch?v=5mmCDdqV_xU Mike Kemp, market history: https://podcasts.apple.com/gb/podcast/how-to-actually-grow-wealthy-ft-mike-kemp-live-replay/id1414707038?i=1000646198287 Todd Barlow, portfolio management: https://www.raskmedia.com.au/2024/09/18/washington-h-soul-pattinson-co-ltd-asxsol-invest-ceo-todd-barlow/ ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Steve Johnson, CFA joins Owen Rask to dive deep into the beaten-down ASX play, EML Payments (ASX: EML) and recaps his thesis on Catapult Group (ASX: CAT). Steve Johnson is the founder and Chief Investment Officer of Forager Funds Management in Sydney and one of the most honest, genuine and thoughtful investors in Australia. Book a Forager investing call with Steve: http://bit.ly/49lZ2Xa Note before booking: spaces are STRICTLY LIMITED and for genuine investors only. You can use this time with Steve to discuss his portfolio allocations, funds management and how to invest with Forager. ~~ Stocks covered ~~ EML Payments Ltd (ASX: EML) Catapult Group International Ltd (ASX: CAT) ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

On this Australian Investors Podcast episode, you're in for a treat. Though he might have lost the 2024 stock picking challenge (by 70%), against Owen Rask, Dr Andrew Deremith, ESQ, is back again to bet on an ASX-listed funds management stock. Owen picked Magellan last year (+35%). Drew picked Platinum (down ~35%). But this year, Drew is going "double or nothing" and picking Perpetual - Owen is sticking with Magellan. Topics covered in today's episode: Magellan/Owen wins, Platinum/Drew loses Perpetual's massive tax bill Do you invest in China? How to invest at retirement Can property investing be ethical? Stocks to win from AUD What to do with your stock news over Christmas Resources for this episode: Ask a question & submit stocks/ETFs ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, Owen Rask sits down with Global X's Billy Leung to explore: What the Trump election plus Fed rate cuts mean to us Can US exceptionalism continue? Is the US market too expensive? How do you position a portfolio for uncertainty in the US? Is stagflation a looming problem? Billy's strong case for cybersecurity Fund in focus: Global X BUGG ETF (ASX: BUGG): https://www.globalxetfs.com.au/funds/bugg/ Global X is a long-term sponsor of The Australian Investors Podcast. ~~ Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode your host Owen Rask speak with Doug Morris, the CEO of Sharesight, to discuss the most traded stocks and ETFs in Australia, where AI could take your investing and the most popular brokers. Topics covered today: The rise of ETF investing 20 most traded ASX shares & ETFs Investor trends of 2024 Most popular share brokers in Australia Doug's one bold forecast for 2030 Most traded shares blog post: https://www.sharesight.com/blog/top-trades-australian-sharesight-users-october-2024 ~~ Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk: - Drew is planning to buy TWO Teslas - Is the stock market too expensive? - Would you buy stocks today? - Zip Co (ASX: ZIP) and Pro Medicus (ASX: PME) founders sell down - How Drew outperforms - Is 0.5% too much for Super fees? - I want to gift my son $500 of shares - Birchal's crowd-funding - good idea? - Coming soon! 3 Fake portfolios! Resources for this episode: Ask a question & submit stocks/ETFs Tesla cost break-down by Tim Superguide retirement modelling Is $1m enough Birchal Rask episode ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Ben Richards from Seneca Financial Solutions is back with Owen Rask on The Australian Investors Podcast to dive into 6 under-the-radar small cap ASX companies: Objective Corp Ltd (ASX: OCL) Catapult Group Ltd (ASX: CAT) Jumbo Interactive Ltd (ASX: JIN) XRF Scientific Ltd (ASX: XRF) RPM Global Ltd (ASX: RUL) Imdex Ltd (ASX: IMD) Free portfolio review with Luke: https://senecafs.zohobookings.com/#/rask-seneca Free stock report: Email [email protected] and request it, saying you heard it on RASK. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk: Topics discussed today include - The ASX 200's movers and shakers in 2024 - Investment trusts like QRI - A2 Milk (ASX: A2M) is making a splash - What happened to Revasum? - Would you ever in...vest in Super? ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Future Generation Chairman and former RBA Governor Philip Lowe and CEO Caroline Gurney join Owen Rask, Chief Investment Officer and founder of The Rask Group, for this special 10-year anniversary edition episode. This month, Future Generation Australia is celebrating its 10-year anniversary of dual-purpose investing. Support Future Generation (how to invest): https://futuregeninvest.com.au/2023/11/30/how-to-invest-with-future-generation/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Is it, property AND shares? Property OR shares? Or ALL property and NO shares? Marc Jocum of Global X ETFs Australia joins Owen Rask in this Australian Investors Podcast episode to explain 7 reasons why property investing in Australia could be better than shares and ETFs (Exchange Traded Funds). But wait, there's more! This Property Versus Shares episode is part 3/3 and follows a super-popular episode. Part 2/3: 10 reasons why shares and ETFs are better than property (in retirement): https://www.youtube.com/watch?v=-Gmi7exrScQ Part 1/3: How to use shares and ETFs for passive income: https://www.youtube.com/watch?v=YniljKAXnqY&t=0s 7 Reasons to invest in property 1. Leverage, unlike any other 2. Familiarity, leading to less bias 3. Tax benefits, negative gearing anyone? 4. Supply & demand imbalances = more scarcity with assets 5. Inflation hedge, as build costs and rents adjust to inflation 6. Optionality, within the property and across your wealth 7. Government support, get the conspiracy pitchforks ready! Resources: Global X website (all funds): https://bit.ly/gx-funds ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk investing for kids, NVIDIA (NVDA) results and why Drew hates industry Super funds like Host Plus (just kidding!). ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian Hartzer, former Westpac Group (ASX: WBC) CEO, author of The Leadership Star, and CEO of Quantium Health, features on this episode of The Australian Investors Podcast with Owen Rask. Brian Hartzer is an experienced executive and banker, leadership mentor and investor who served as CEO of the Westpac Banking Group from 2015 to 2019. Prior to his time as Westpac’s CEO, Brian spent 15 years in senior executive roles at major banks in Australia and the UK. These roles included Brian becoming CEO at Westpac, and divisional chief executive at the Royal Bank of Scotland Group (RBS) and ANZ Banking Group (ASX: ANZ). Prior to joining ANZ, Brian spent ten years as a financial services strategy consultant at First Manhattan Consulting Group in New York, Melbourne and San Francisco. Based in Sydney, Brian is CEO of data and technology platform, Quantium, where he is CEO of the group's Health business. In this Australian Investors Podcast with Owen Rask, Brian Hartzer shares: 1. His journey and early life, with key lessons from parents to boarding school 2. Getting into Princeton and turning down a job at JP Morgan 3. Discovering the power of banking 4. Lessons learned at ANZ as it transitioned to digital 5. The GFC and it's impact on Royal Bank of Scotland 6. Developing as a leader through challenges in the UK and Australia 7. Brian's role at Westpac 8. Taking on the CEO role at Westpac during the Royal Commission 9. The five key principles of Brian's Leadership Star framewokr 10. What it means to 'clear the way' for brilliant employees 11. The role of AI and Brian's role at Quantium Health 12. Two pieces of Brian would give himself Brian's book on Amazon: https://www.amazon.com.au/Leadership-Star-Practical-Building-Engagement/dp/0730390837 Brian's book on Audible: https://www.audible.com.au/pd/The-Leadership-Star-Audiobook/B09JG11S5Q Leadership star website: https://www.theleadershipstar.com/ Quantium: https://quantium.com/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Financial Planning: https://bit.ly/R-plan Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk: Should Drew buy a Tesla or Prado? Vanguard global small caps Active versus passive Whitefield's yield play Transferring assets out of an SMSF Do I salary sacrifice or invest outside Super? ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices