
Australian Investors Podcast
703 episodes — Page 7 of 15
0️⃣6️⃣ A mental models marathon with Peter Phan [The Countdown #6]
Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #6 is Peter Phan, founder of Castlereagh Equity and lawyer. Note: you can access the show notes and resources, and see that the full interview was first published March 3rd, 2021: https://www.raskmedia.com.au/2021/03/10/interview-peter-phan-castlereagh-equity/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is about mental models, investing process, humility, valuations, probabilistic thinking and living a better life. It's the most epic and longest conversation we've shared on The Australian Investors Podcast. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
0️⃣7️⃣ The ASX's 10 best companies - Intelligent Investor's Nathan Bell, CFA [The Countdown #7]
Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #7 is Nathan Bell, CFA, Head of Funds Management at Intelligent Investor and one of the most well-known investors in Australia. Note: you can access the show notes and resources, and see that the full interview was first published October 24th, 2022: https://www.raskmedia.com.au/2022/10/24/nathan-bell-intelligent-investor/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is about Nathan's story, value versus growth investing, what makes a 'great company' and why the ASX doesn't have that many, Nathan's process and philosophy, and how a thrifty childhood, failure and hard work eventually led him to the top job at Intelligent Investor. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
0️⃣8️⃣ The Happiness Guy AKA Declan Edwards - Being happier with money [The Countdown #8]
Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #8 is Declan Edwards AKA The Happiness Guy, talking with Rask's Kate Campbell. Note: you can access the show notes and resources, and see that the full interview was first published June 10th, 2023: https://www.raskmedia.com.au/2023/07/24/declan-edwards-the-happiness-guy/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is living a happier life with money and how to improve your day-to-day. It's a great episode for everyone to hear. It was published on July 24th, 2023 on The Australian Finance Podcast. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
0️⃣9️⃣ Rebeka Morgan - Renos, building and property development for profit [The Countdown #9]
Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #9 is Rebeka Morgan and her conversation with Owen Rask and Amy Lunardi. Rebeka is a highly accomplished builder and property developer, with a community of over 120,000. Note: you can access the show notes and resources, and see that the full interview was first published December 12th, 2023 (although it was recorded a couple weeks earlier): https://www.raskmedia.com.au/2023/12/20/how-to-build-and-renovate-for-profit-with-buildhers-rebeka-morgan/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is about adding value to property, with everything from small renos to syndicates, the various professionals, and so on. It also briefly covers Rebeka's incredible story of founding Buildher. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
1️⃣0️⃣ Prof. Lawrence Cunningham - Berkshire after Buffett [The Countdown #10]
Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #10 is Professor Lawrence Cunningham, author of Essays of Warren Buffett. Note: you can access the show notes and resources, and see that the full interview was first published June 10th, 2023 (although it was recorded months earlier): https://www.raskmedia.com.au/2023/06/10/lawrence-cunningham-podcast/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is about Warren Buffett’s advantage, why the Berkshire legal structure makes sense, corporate governance and the role shareholders play, Berkshire’s plan once Buffett is gone and how to sustainably learn over a lifetime. It was published on June 10, 2023 and became one of the most popular episodes of 2023. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
1️⃣1️⃣ Dave Gow - financial freedom on a low income, through property & ETFs [The Countdown #11]
Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! Coming in at #11 is Dave Gow, author of Strong Money Australia. Note: you can access the show notes and resources, and see that the full interview was first published Dec 22, 2022: https://www.raskmedia.com.au/2022/12/05/buying-back-your-time-financial-freedom-lifestyle-design-with-strong-money-australia/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask Dave's episode is about mindset, personal growth, wealth creation through humility and putting your future self first. It was published on Dec 22, 2022 and became one of the most popular episodes of 2023. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
1️⃣2️⃣ Matt Joass - rapid growth [The Countdown #12]
Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! Coming in at #12 is Owen's interview with Matt Joass, founder and CIO of Maven Funds Management. Note: you can access notes and resources, and see that the full interview was first published Dec 6, 2019: https://www.raskmedia.com.au/2020/05/23/interview-with-maven-funds-founder-matt-joass-cfa/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask Matt's episode was all about identifying companies capable of rapid growth, inflection points, valuation, a little bit about AI and why he (Matt) moved into starting Maven Funds Management. It was first published on Dec 6, 2019. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
1️⃣3️⃣ Johnny Shapiro - where there's smoke, there's probably a fire - [The Countdown #13]
Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! Coming in at #13 is Johnny Shapiro, a Senior Reporter (and now author) for the Australian Financial Review (AFR). Note: you can access the show notes and resources, and see that the full interview was first published Nov 15, 2018: https://www.raskmedia.com.au/2018/12/08/australian-investors-podcast-with-johnny-shapiro/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask Johnny's episode was about diving into the work of investigative journalists, story telling, liars, myths and deception. A key focus is the story of the bizarre business, Big Un Ltd (ASX: BIG). It was first published on Nov 15, 2018. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
1️⃣4️⃣ Wayne Jones - high quality companies & people [The Countdown #14]
Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! Coming in at #14 is Wayne Jones, founder and CIO of Ganes Capital Management. He was interviewed by former Rask analyst, Raymond Jang. Note: you can access the show notes and resources, and see that the full interview was first published November 17th, 2021: https://www.raskmedia.com.au/2021/11/17/interview-wayne-jones-ganes-capital-management-investing-wisdom/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask Wayne & Raymond's episode was all about finding the ASX's highest-quality companies, then holding on for as long as you can. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
1️⃣5️⃣ Luke Trickett - staying in your lane [The Countdown #15]
Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! Coming in at #15 is Luke Trickett, founder and CIO of The Blue Stamp Company. Note: you can access the show notes and resources, and see that the full interview was first published October 28th, 2020: https://www.raskmedia.com.au/2020/10/28/interview-luke-trickett-blue-stamp-company/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask Luke's episode was all about mindset, methods and personal achievement through focus and care. It was first published on October 28th, 2020. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
24 investment ideas for 2024 📈 Owen & Drew close their eyes and prayer (just kidding)
On this fun and special episode of The Australian Investors Podcast, you will find a rare deviation from (nearly) insightful podcasting as Chief Investment Officer Owen Rask and Wattle Partners managing director Drew Meredith, CFP lay out 24 of their best investment ideas across shares, ETFs and personal finance hacks. Drew and Owen cover were tasked with finding 12 of their best ideas each, including: 4 personal finance / financial planning strategies 6 companies or ETFs 2 themes for the 2020s Investments mentioned in this podcast include CSL Limited (ASX: CSL), ResMed Inc (ASX: RMD), bond ETFs like iShares Core Composite Bond ETF (ASX: IAF), China, transition technologies and Challenger Group (ASX: CGF). There's a lot to like about this special episode of The Australian Investors Podcast. If you like it, or love it, don't forget to share it with a friend or subscribe. ~~ Resources you'll love ~~ Full show notes & more episodes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
23 best investments of 2023, ft Kevin Fung 🚀
On this Australian Investors Podcast, Rask's Chief Investment Officer, Owen Rask, is joined by Senior Analyst Kevin Fung to discuss the best investments of 2023. If you're hoping to reflect on the: Best ASX shares of 2023 Top ETF performers Most attractive themes (e.g. AI), and Stellar US stocks This is a 'must listen' episode with Owen and Kevin. Some of the topics and investments discussed include: The rise of Artificial Intelligence (AI), in life, investing and the stock market Rask hikes and what it meant for stocks The fear (and opportunity) around Ozempic and Wegovy (i.e. semaglutide) Wildcat Resources (ASX: WC8) - the ASX's best performer of 2023 Chrysos Ltd (ASX: C79) and its bounce The blistering growth of NVIDIA (NASDAQ: NVIDIA) The bounce back from Meta Platforms Inc (NASDAQ: META) A return to the league tables for the Betashares Crypto Innovators ETF (ASX: CRYP) Reflections from Kevin's recent trip to China ~~ Resources you'll love ~~ Full show notes & more episodes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
FINALLY! How to convince your partner to save and invest, ft. Karen Eley
Karen Eley, founder of Women Talking Finance, is a financial adviser with 15 years experience, now money coach, who is an Australian leader in helping singles and couples with money. In this extremely insightful Christmas special, Owen Rask and Karen discuss: How to talk to your partner about money or investing Where our beliefs in money or investing come from The difference between being rational with money and actually having an outcome How a qualified money coach helps partners uncover differences with money Common issues faced by men and women in relationships How keeping money secret from your partner results in ruin ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
6 million downloads & the craziest headlines of 2023
This week, Rask's Chief Investment Officer, Owen Rask, and Wattle Partners Managing Director, Drew Meredith, record the final 2 Sense episode on The Australian Investors Podcast - and it's a cracker. Drew and Owen cover: 6 million downloads across Rask ZIP Co Ltd (ASX: ZIP) - down 2% ytd Dubber Corp (ASX: DUB) - down 68%, ouch Brainchip Ltd (ASX: BRN) - down 76%, yikes Why everyone got wrong in 2023 When to get a new financial adviser Our favourite private companies Their favourite thematics Is the Motley Fool's marketing the real deal? ~~ Resources you'll love ~~ Full show notes & more episodes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
The world's biggest dividend machine | full interview with BHP CFO David Lamont
BHP Group Ltd (ASX: BHP) has paid the biggest dividends of any company over the past 3 years. Think about all of those BHP franking credits! BHP's Chief Financial Officer David Lamont recently sat down with Rask's Chief Investment Officer Owen Rask to discuss: BHP's past, present and future The BHP capital allocation framework and acquisition criteria The major emerging commodity groups like potash and copper, and the opportunity within the existing segments of iron ore and coal Sustainability and more efficient mining practices What it takes move the dial at 'The Big Australian' David's combined lessons learned at CSL Limited (ASX: CSL) and BHP About David Lamont David has more than 30 years’ global financial experience working across a diverse range of industries, including mining. Prior to his appointment as BHP’s Chief Financial Officer (CFO) in December 2020, David was the CFO of ASX-listed global biotech company CSL Limited. He has also held the positions of CFO and Executive Director at Minerals and Metals Group and has previously served as CFO for several other multinational public companies, including OZ Minerals Limited (ASX: OZL), PaperlinX Limited (ASX: PPX) and Incitec Pivot Ltd (ASX: IPL). Learn more about BHP BHP annual reports: https://www.bhp.com/investors/annual-reporting David Lamont LinkedIn: https://www.linkedin.com/in/david-lamont-ba5b382a/?originalSubdomain=au Shareholder shareholder advocacy, and grow but joining the ASA https://www.australianshareholders.com.au/join-now/ ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Our #1 ASX bank stock & why bonds are taking flight
This week, Rask's Chief Investment Officer, Owen Rask, Wattle Partners Managing Director Drew Meredith revisit the news that Chemist Warehouse will launch into its ASX IPO, discuss the outlook for the ASX's top bank stocks and why wishing for too much dividend yield might be a mistake. Of course, they also answer your investing questions, covering: Is MyState (ASX: MYS) doomed to fail? Do more retirement scenarios! 1.5% dividend from the USA? Please, I want more! Would you do the CFA or CFP or something else? ~~ Resources you'll love ~~ Invest with Owen (register interest for 2024) Access show notes Mortgage Broking Financial Planning Property Coaching 100-point property checklist (PDF) Accounting with Grey Space Business Coaching Ask a question DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Shane Parrish - how to remember what you read, automatic rules, positioning and rituals
Shane Parrish was on my - Owen Rask - top 10 interview wish list to speak with. Here he is, appearing on the Rask network. Shane Parrish is a former spy, turn writer, student of life, blogger, author, podcast host and investor. His journey through life is twisted, random but also very deliberate. Today, Shane spends his time helping hundreds of thousands of people, including CEOs, professionals, founders, mums and dads, think and act better. Shane believes in, and champions, equality opportunity but not necessarily equal outcomes (since outcomes should be earned). Shane Parrish's biography Shane Parrish is an entrepreneur, investor, and the wisdom seeker behind the popular website Farnam Street where he writes about hidden insights that you can use in life and business. Parrish is a regular speaker and his work has been featured in places like The New York Times, The Wall Street Journal, and the Economist. His popular "Brain Food" newsletter is sent out to over 600k people each week and his podcast, The Knowledge Project, is one of the top in the world. Parrish’s popular online course, Decision by Design, has helped thousands of executives, leaders, and managers worldwide learn the repeatable behaviors that improve decision-making results in the real world. Episode resources Shane's book - Clear Thinking Website: fs.blog Blog: How to remember what you read Blog: getting into reading Tim Ferriss interview with Shane 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Amazon: https://bit.ly/kate-amazon ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Chemist Warehouse IPO, and when to get financial advice
This week, Rask's Chief Investment Officer, Owen Rask, Wattle Partners Managing Director Drew Meredith dive into news from Perpetual Ltd (ASX: PPT) and Washington H. Soul Pattinson & Co. Ltd (ASX: SOL), how to do an in-specie transfer, and how short selling works. Of course, they also answer your investing questions, covering: What is short selling and why is Pilbara Minerals (ASX: PLS) a target? Can ETFs and index funds be the next CBA or CSL? Should I sell my jetski (yes)? When should I get financial advice? How can a 20-something invest? What is an in-specie transfer and how does it help? Disclosure: This podcast is sponsored by Betashares. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access show notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Betashares disclaimer: Betashares Capital Limited (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available through Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available atwww.betashares.com.au, and consider whether the product is right for you. Investments in Betashares Funds are subject to investment risk and the value of units may go up and down. Learn more about your ad choices. Visit megaphone.fm/adchoices
How to invest in bonds & fixed income, ft. Cameron Gleeson
In this episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask is talking with Betashares' Senior Investment Strategist CameronGleeson about all things fixed income and bonds. If you're interested in investing for passive income and retirement, this is a great episode to help you understand the essentials of investing in fixed income or bonds, whether through ETFs or otherwise. Cameron and Owen discuss: - Why are Australian investors in love with investment income? - Why is everyone talking about fixed income and bond ETFs? - What are the different types of bonds and credits available in Australia? - Should Australian share market investors be worried about falling dividends? - Looking ahead into 2024, what are the key economic trends investors should be watching? To learn more about Betashares, see these resources: Betashares website (including Betashares Direct) Cameron's free investment insights Disclosure: This podcast is sponsored by Betashares. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Betashares disclaimer: Betashares Capital Limited (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available through Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available atwww.betashares.com.au, and consider whether the product is right for you. Investments in Betashares Funds are subject to investment risk and the value of units may go up and down. Learn more about your ad choices. Visit megaphone.fm/adchoices
A one-legged arse kicking competition, Charlie Munger quotes & selling at a loss
This week, Drew and Owen share their favourite Charlie Munger quotes, imagine they were 20 year olds with $200k, discuss Origin's takeover offer and how infrastructure spending impacts inflation. Of course, they also answer your investing questions, covering: - What to when your investment falls 20% - Collins Foods' KFC binging results - What to do when you're 20 - What is real dollar-cost-averaging (DCA)? - Cash dividends or reinvest? ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Profiting from AI & NASDAQ versus Asia, ft. Betashares' Tom Wickenden
Artificial Intelligence (AI) is the buzzword of 2024, and - potentially - all of 2020s. In this episode of The Australian Investors Podcast, your host Owen Rask talks to Betashares' Tom Wickenden. Owen and Tom dive into American exceptionalism and why it's lead to ongoing earnings growth, whether Asian stocks are past the worst of their volatility, behavioural finance for ETF investors and how we can harness the value created by AI - without betting the house on one stock. To learn more about Betashares, see these resources: Betashares website (including Betashares Direct): https://www.betashares.com.au/ Tom's free investment insights: https://www.betashares.com.au/author/tom-wickenden/ Tom & Owen on Selfwealth LIVE Disclosure: This podcast is sponsored by Betashares. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 RASK DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Betashares disclaimer Betashares Capital Limited (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available through Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available atwww.betashares.com.au, and consider whether the product is right for you. Investments in Betashares Funds are subject to investment risk and the value of units may go up and down. Learn more about your ad choices. Visit megaphone.fm/adchoices
OpenAI to destroy humanity (just kidding!), CBA & NVIDIA report, is he a real doctor & advice for a 20-year-old investor
In this 2 Sense episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask is back with WattlePartners Managing Partner and Financial Adviser, DrewMeredith. This week, Drew and Owen discuss results from Commonwealth Bank of Australia (ASX: CBA), NVIDIA, Telstra (ASX: TLS), the Origin Energy (ASX: ORG) debacle and much more. Of course, they also answer your investing questions. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
News Corp, GE Healthcare & Masterbrand: 3 "special situation" stocks with Jon Boyar
Jonathan Boyar is the President of Boyar Research in New York, an analyst and long-term investor. He is acutely focused on special situations and companies offering long-term value. In this episode of The Australian Investors Podcast with Owen Rask, Jonathan Boyar walks us through three of his special situations in News Corp (NWSA), GE Healthcare (NASDAQ: GEHC) & Masterbrand (NYSE: MBC). Episode resources: Boyar Substack Newsletter Boyar Research website ~~ Resources you'll love ~~ Invest with Owen Mortgage Broking Financial Planning Property Coaching 100-point property checklist (PDF) Accounting with Grey Space Business Coaching Ask a question DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
How I built a $20 billion software compounder | WiseTech CEO Richard White
In this episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask is joined by Richard White, CEO and founder of WiseTech Global Ltd (ASX: WTC) - one of Australia's most successful technology companies. If you own, or would own, WiseTech shares this podcast is required listening. In this podcast with WiseTech's Richard White, Owen & Richard cover: Richard's story growing up, and solving problems in the garage Getting a trade and becoming a problem solver Starting successful guitar repair and AV businesses The early days of software and how Richard taught himself WiseTech's inception and compounding in private markets The huge opportunity in logistics software Solving complexity with elegance WiseTech culture and the company's heavy investment in Australian engineering and technology WiseTech's acquisition criteria Memory and retention Episode resources: WiseTech ASX announcements Earn & Learn: get paid big bucks to study! ~~ Resources you'll love ~~ Invest with Owen Mortgage Broking Financial Planning Property Coaching 100-point property checklist (PDF) Accounting with Grey Space Business Coaching Ask a question DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Senior Secured Loans (SSL) 2.0: still 'once in a generation?' Ft. Invesco's Ash O'Connor
After one of the most popular Australian Investors Podcast episodes of 2022, Ashley O’Connor is back. Ashley is an experienced equity and bond markets investor at Invesco. Ashley joins Owen Rask on The Australian Investors Podcast to talk about Senior Secured Loans (SSL) and what's changed in the past year, since Ash referred to SSLs as a 'once-in-a-generation' opportunity. Episode specific resources: Interview #1 with Ash: https://www.raskmedia.com.au/2022/12/05/ashley-oconnor-invesco/ Invesco & SSL fund website: https://www.invesco.com/au/en/funds/invesco-wholesale-senior-secured-income-fund.html Talking points with Invesco’s Ashley O’Connor What's the one investment you got totally wrong? What’s one investing belief or idea (e.g. ‘buy low, sell high’) that investors place way too much weight on? In 2022 we spoke and you introduced the Rask audience to the idea of senior secured loans (SSLs). What has happened since? For listeners who are not familiar with SSLs, can you break it down for us? How have SSLs compared next to US treasuries in that time? How do loans compare to, say, corporate bonds? In the event of default, what happens to SSLs across the credit stack? What credit metrics are assessed by the Invesco team? What would a typical analyst working on the SSL desk be looking at day-in, day-out? Given the team uses both bottom-up and top-down, how are macro risks deflected? Are there industries you avoid? Market segments that are uninvestable? Rates going up sounds good for floating rates, but doesn’t that mean higher defaults? Last year you called it a ‘once in a generation’ opportunity. Where does the current opportunity sit? I’d like to shift gears towards 3 names in the portfolio listeners might be familiar with. Can you walk us through businesses, what they do, how they make money, and metrics you have on their size? What’s one book/podcast you wish you read/listened to earlier in your career? What’s been your best investment of all time? Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Inside Xero's result: Apple reports and rate rises are BACK
In this 2 Sense episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask and Wattle Partners Managing Director Drew Meredith, CFP answer your questions and get to the bottom this week's Reserve Bank of Australia interest rate rise. Every week, Drew and Owen answer your questions as part of our laid back '2 Sense' episodes on The Australian Investors. Send us your questions! In this episode, Owen Rask & Drew Meredith cover: The RBA's rate rise and whether the RBA has any clue Xero Limited (ASX: XRO) results Apple Inc (NASDAQ: AAPL) results Is it worth investing in bonds? How to spice up your core + satellite portfolio Are Vanguard Australian Shares Index ETF (ASX: VAS) & Vanguard Msci Index International Shares Etf (ASX: VGS) worth it? Or should we invest in the top 100 only? Here's the image Owen was talking about: https://www.raskmedia.com.au/2023/11/11/inside-xeros-result-apple-reports-and-rate-rises-are-back/ Extra resources: Get Owen's Value Investor Program - $200 off! Use coupon code "deals-200" https://education.rask.com.au/courses/value-investor-program-course-with-equity-mates/ Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Dicker Data (ASX:DDR): is this Australia's #1 dividend stock? Full interview with Founder David Dicker
The Dicker Data Ltd (ASX: DDR) share price is up an eye-watering 4,600% since its 20-cent IPO in 2011. And, this past year, DDR has paid quarterly dividends of 35.5 cents FULLY FRANKED! So, is Dicker Data the ASX's best dividend stock? In this Australian Investors Podcast interview, your host and Rask Invest Chief Investment Officer, Owen Rask interviews David Dicker, the founder and Chairman of Dicker Data about: David Dicker's fascination with Ferrari -- the cars and the business. The earliest foundations of Dicker Data. What it takes to build a car, faster than many F1s, in under 10 years. How Dicker Data can pay up to 100% of its profit back as dividends… And grow its business wicked fast. Episode resources Dicker Data share price Rask Invest (register now) VIDEO VERSION: https://www.youtube.com/watch?v=l7JNzglh4go Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
The GOLD standard: Why Owen uses Tikr and Drew's 5-point retiree checklist
In this 2 Sense episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask and Wattle Partners Managing Director Drew Meredith, CFP answer your questions and get to the bottom this week's stock market news. Every week, Drew and Owen answer your questions as part of our laid back '2 Sense' episodes on The Australian Investors. Send us your questions! In this episode, Owen Rask & Drew Meredith cover: Drew's 5-point retiree 'spring clean' (see below) Why and how Owen uses Tikr for stock screening and fundamentals Will the USA return to the... GOLD STANDARD How to invest in private credit if you're a "retail investor" Is it time to sell US dollar positions and rebalance? The NASDAQ is up HOW MUCH?! Drew Meredith's 5-point retirement spring clean: Start a pension Check your TBC cap Review your asset allocation What are you getting on your cash? Recontribution or normal strategies to transition Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our amazing partners ~~ Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
The beauty of SAP & Intuit: 5 ways to identify high quality compounders, with Magellan's Ryan Joyce
What makes a company like Intuit Inc (NASDAQ: INTU) or SAP SE (ETR: SAP) a game-changer for investors? How can you identify these types of global compounders... in advance? Ryan Joyce is a portfolio manager at Magellan with a focus on financials and technology companies. As part of the recent Australian Shareholders Association (ASA) Virtual Investor Summit, Ryan sat down with Owen Rask to talk about the Magellan investment, some high quality compounders and share a list of methods to find these special breed of companies. VIDEO VERSION: https://www.youtube.com/watch?v=Vp4Drnb3usQ Resources Magellan website ASK A QUESTION HERE Rask Invest - invest with Owen Rask Core 🌏 - DIY investing Financial planning Mortgage broking Join ASA Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Results blitz: WOW, KGN, GOOGL & MSFT; is hydrogen worth investing in?
In this episode of The Australian Investors Podcast, Owen Rask and Drew Meredith, CFP answer your investing questions! With US results season underway, the duo have a blast covering results from US technology: Google / Alphabet Inc (NASDAQ: GOOGL) Microsoft Corp (NASDAQ: MSFT) Kogan.com Ltd (ASX: KGN) Woolworths Ltd (ASX: WOW) Plus, Drew and Owen tackle the question: will the RBA raise interest rates? And is Magellan Financial Group (ASX: MFG) starting to look cheap? Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
You have 4,000 weeks: How to use time, with Oliver Burkeman
Sometimes to make time for what matters, we need to give things up. The average human lifespan is undoubtedly brief, but that doesn't mean we can't make the most of it. With approximately four thousand weeks on earth, if you live to 80, Oliver Burkeman shares his insights on improving our relationship with time and embracing the finite nature of our lives. Oliver joins Kate Campbell on the show to talk about: ⏳ Why four thousand weeks? ⏳ How do we embrace the fact that our time is finite? ⏳ How to deal with procrastination in a digitally distracted world? ⏳ When can effort and inconvenience enrich our experiences? ⏳ How do you view the idea of balance, rest and work? Resources FREE ASA Virtual Event ticket (use "RASKCOMP" coupon): https://cis.eventsair.com/vis2023 Owen's investment checklist Wattle retirement event - Melbourne Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
ResMed and CSL are cheap, offset vs. bonds, Tesla's cyber truck is coming & how to find growth stocks
Will Ozempic sink ResMed Inc (ASX: RMD) and CSL Limited (ASX: CSL)? Will Tesla's Cyber Truck come to Australia? Your Australian Investors Podcast 2 Sense hosts, Owen Rask and Drew Meredith, tackle your questions on topics like: Drew and Owen's #1 piece of advice for peeps in their 20s, 40s and 60s With war on the horizon, how do investors deal with uncertainty in the financial markets? Netflix's results How new investors can identify growth companies Offset or shares: should I pay down debt or buy shares? Fixed income or offset account: are bonds worth it? Resources FREE ASA Virtual Event ticket (use "RASKCOMP" coupon): https://cis.eventsair.com/vis2023 Owen's investment checklist Wattle retirement event - Melbourne ASK A QUESTION HERE Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Betashares: the $1 trillion ETF opportunity and rapid rise of one of Australia's most successful fund managers
Ilan Israelstam is a co-founder and chief commercial officer of Betashares, one of Australia's largest and fastest growing fund managers. For years, I -- Owen Rask -- have admired the way Ilan and Betashares go about serving (now) over 1 million investors throughout Australia. WATCH THE VIDEO That's why I was thrilled to have the opportunity to talk with Ilan on The Australian Investors Podcast about the rise and rise and rise of the Australian ETF industry, how to start and scale a hyper-successful business, being okay with being bold in business, identifying emerging industry opportunities and developing a culture to execute. In addition to talking about everything to do with ETFs and financial services, Ilan shares some of his knowledge on how he structures a day, develops routine, takes notes and tries to live a balanced life -- even while running a scale up. Please note: Betashares is a long-term sponsor of The Australian Investors Podcast. As a result, this is a "sponsored" episode. Episode resources: Latest ETF Review ETF course Website Instagram LinkedIn Resources Wattle retirement event ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Making the case for investing in global bonds, with Arjun Vij
Arjun Vij is a portfolio manager for the J.P Morgan Asset Management Global Bond Fund, based out of Hong Kong. Arjun speaks with Owen about the current state of bonds around the world, why now could be a compelling time to invest in bonds, how the JPAM seeks to identify bond mispricings, and much more. This is a sponsored episode of The Australian Investors Podcast. Episode resources JPAM bond fund: https://am.jpmorgan.com/au/en/asset-management/adv/products/jpmorgan-global-bond-fund-class-a-units-au60per69121/ JPAM white paper: Investing for Fixed Income: https://am.jpmorgan.com/au/en/asset-management/adv/funds/in-focus/fixed-income/ Join ASA ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Keeping companies accountable: we all have a part to play, ft. Fiona Balzer
Fiona Balzer is a highly experienced equities analyst and corporate governance expert, overseeing so much of the work at The Australian Shareholders Association (ASA). In this sponsored episode of The Australian Investors Podcast, Owen Rask talks with Fiona Balzer about her wonderful journey analysing stocks, real assets, "entrepreneurial companies", holding companies, investment banking and more. You'll love this episode if you want to understand why the more the world changes, the more it stays the same, and how to navigate a more complex and challenging world. Episode resources ASA Governance checklist - PDF Join Selfwealth Rask Events Roadshow: https://www.rask.com.au/road Join ASA ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
5 ASX shares to watch: NDQ, KGN, ABY, SOL & CTD
While Owen is away in Bali, and Dr Andrew Meredith, ESQ takes a break from forecasting, we figured you'd love this: a deep dive into 5 ASX shares with Scott Phillips from TMF. Scott makes the case for Betashares NASDAQ 100 ETF (ASX:NDQ), Kogan.com Ltd (ASX: KGN), Adore Beauty Ltd (ASX: ABY), Washington H. Soul Pattinson & Co. Ltd (ASX: SOL), and Corporate Travel Management Ltd (ASX: CTD). Like the pod? Watch the live video: https://www.youtube.com/watch?v=qmtp-rGbZyA Full show notes for Rask Live: https://bit.ly/rask-live What is Rask LIVE? Rask Live is a weekly ASX investor education program, covering the latest in ASX shares, ETFs and US stock market ideas. Owen Rask also covers the latest in Australian property, behavioural economics, psychology and more. Resources Wattle retirement event Take Owen's Survey ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Small caps: Harsh lessons & 2 ASX ideas from Sebastian Evans [3/3]
In part 3/3 of the NAOS-sponsored mini series on The Australian Investors Podcast, Sebastian Evans dives into the NAOS Asset Management business, his harsh lessons learned and the opportunity in private companies. Sebastian also makes the case for Big River Industries Ltd (ASX: BRI), a construction distribution business, and MOVe Logistics Ltd (ASX: MOV), a logistics and supply chain company. FREE: NAOS investor roadshow: https://bit.ly/naos-road Don't forget to reach out to the NAOS team to learn more. Australian Investors Podcast resources Rask Events Roadshow: https://www.rask.com.au/road NAOS investor roadshow Join ASA ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Small caps: Investment process & 2 ideas from Rob Miller [2/3]
In part 2/3 of the NAOS-sponsored mini series on The Australian Investors Podcast, Rob Miller dives into the NAOS Asset Management investment process and what, exactly, the analyst team looks for when selecting private and public companies. Rob Miller dives into how the team invests and makes the case for Gentrack Ltd (ASX: GTK), a Kiwi software company, and MaxiParts Ltd (ASX: MXI), a trucks part distribution business. FREE: NAOS investor roadshow: https://bit.ly/naos-road Don't forget to reach out to the NAOS team to learn more. Australian Investors Podcast resources Rask Events Roadshow: https://www.rask.com.au/road NAOS investor roadshow Join ASA ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Small caps: Why & how to invest [part 1/3]
In part 1/3 of the NAOS-sponsored mini series on The Australian Investors Podcast, Owen Rask provides an overview of what it takes to invest in small-cap companies in Australia. Whether you're looking to invest for yourself, in a fund, LIC or private companies, I hope you really enjoy this short episode! FREE: NAOS investor roadshow: https://bit.ly/naos-road Don't forget to reach out to the NAOS team to learn more. Australian Investors Podcast resources Rask Events Roadshow: https://www.rask.com.au/road NAOS investor roadshow Join ASA ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
A 13-bagger on Pokemon cards, getting a job in finance, FIFO = FIRE early?
What is your most unusual investment... ever? On this super bad episode of The Australian Investors Podcast, Owen Rask and Drew Meredith, CFP are BACK answering your questions. This week, the duo cover topics like: If you could only pick two rules, what are they? What are your most unusual investments ever? How can I switch careers from health to investment analyst? "Why is the world made for singles?!" How to transfer ETFs to your kids Resources TUESDAY IN SYDNEY! Use coupon code "sydney" for $20 tickets: Rask Events Roadshow Wattle retirement event Take Owen's Survey ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

📚 Buying Happiness: Learn to invest your time and money better with Kate Campbell [CROSS POST]
Do you want to invest your time and money better? Then listen to THIS episode. Owen Rask interviews host of The Australian Finance Podcast and brand new author, Kate Campbell, about her book, Buying Happiness: Learn to invest your time and money better. Kate discusses her journey into investing, why she wrote a book on money and happiness, how our community is boosting their happiness and some practical ways you can use your money and time to improve your life right now. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. 🎟️ We're going on the road from September - October 2023; get your tickets here! *** Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
What marketing teaches us about markets, ft. Selfwealth's Rob Marfell
Robert Marfell is the Head of Content at Selfwealth, one of Australia's largest independent online brokers -- with over 120,000 active investors. For this episode of The Australian Investors Podcast, Rob Marfell and Owen Rask sit down to talk about what marketing can teach us about financial markets, the key challenges and barriers for people learning about finance, and what it takes for brands to stand out in the financial markets. This is also an "admin reveal"! Why? After years of running the Selfwealth LIVE program, Rob has never shown his face in true public form -- until now! Episode resources Join Selfwealth Rask Events Roadshow: https://www.rask.com.au/road Join ASA ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
SOL is a growth stock? Spaceship crash landing & the best investor I've met
This week on The Australian Investors Podcast's 2 Sense segment this week, financial planner Drew Deremith, CFP and investment adviser Owen Rask (that's me!) answer your questions and get to the bottom of the key questions. Sydney workshop: https://education.rask.com.au/product/sydney-workshop Roadshow events: https://www.raskmedia.com.au/roadshow/?utm_source=PODCAST Financial planning: https://www.raskmedia.com.au/financial-planning/ We air an interview with an Australian or international investing expert every Wednesday, and Q&A every Saturday! Subscribe below Resources Use coupon code "friend" or "friends": Rask Events Roadshow Wattle retirement event Take Owen's Survey ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
I write to know what I'm thinking | Life, mistakes, health & big picture investing | ft. John Addis, founder of Intelligent Investor
John Addis is the Founder of IntelligentInvestor, a brilliant writer, thinker and entrepreneur. John Addis's lessons are deep and vast, making this Australian Investors Podcast episode with OwenRask oh-so special. You'll L-O-V-E this episode if you love value investing, how to live an alternative life with meaning and purpose, the pitfalls of founding a company, Warren Buffett, what makes most great investors great writers, daily rituals to live by, and more. John Addis podcast talking points Aside from enjoying a G&T, what daily, weekly or yearly rituals do you practice and why? If any. What’s something you believe about investing or business, that few people would agree with you on? If you could grab a new investor by the shoulders and shake some sense into them, what would you say? Related: what were the key learnings, failures or successes you experienced and can now reflect on? Do you think Buffett is as good as everyone thinks? Why, why not? Why is the learning curve for investing so steep? Behind the scenes at II, do you now spend more of your time teaching people to invest or to rite gud? Why is it important to be able to write well? Which writers do you look to for their quality? What do they do well that others could leverage? With the rise of AI, is writing a dying form of communication? Is AI in a bubble? How would we even know? Isn't this just a simulation?! Will AI make stock pickers redundant? What have been the most surprising trends, one to the upside and one to the downside, over your investing career? Which Australian company brings you the most frustration? What’s been the biggest mistake of your investing career? What's been the best? How do you think about the consumption of news and information? How do you curate your home screen or online habits? What specific strategies or methods have you learned from the II team? Past or present? The role that optimism plays in human affairs. Have you read Hans Rosling's Factfulness? If yes, what did you make of it? What’s the most overrated investing book? Conversely, which one changed your life and why? How do you think about the passive versus active debate? Who should be stock pickers? Who shouldn't bother? How do you think about teaching kids about money and investing? Do you do anything that others might not? J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
WTF RUL? From $2,000 to $25,000 to $0; Tikr me Elmo, best & worst investments, and to hedge or not to hedge?
On this boring episode of The Australian Investors Podcast, Owen Rask and Drew Meredith, CFP are BACK answering your questions. Plus! Dr Andrew Deremith, ESQ, joins us LIVE from his New York City junket tour. It's incredible podcasting. This week, the duo cover topics like: Different currency hedging strategies What the f$%k is up with RPMGlobal (ASX: RUL) - it's down 7% this month? Is Simply Wall Street the poor man's version of Tikr? How I saved 1.8% on my mortgage 😱 Direct Aussie stocks or ETFs? Resources Use coupon code "friend" or "friends": Rask Events Roadshow Wattle retirement event Take Owen's Survey ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Man v Google Bard: 10 macro indicators, house prices & inflation expectations
Kerry Craig, CFA is the Global Market Strategist at J.P. Morgan Asset Management, a long-time sponsor of The Australian Investors Podcast. Kerry Craig sits down with Owen Rask in an attempt to go against the AI talents of Google Bard, a generative AI language model, covering off on the top 10 macroeconomic indicators. Topics covered in this Australian Investors Podcast episode: The 10 most common macro indicators (and what doesn't work) Kerry's prediction for inflation, rates, retail sales, housing starts and unemployment Where will inflation end 2023? Are Emerging Markets (EM) everything they're cracked up to be? Will property keep recovering? Finally, Owen and Kerry have a bit of fun predicting, higher or lower: Price of a 2017 Toyota Hilux (good condition) (asking for a friend…) US stock market (S&P 500) Japanese stock market (Nikkei) Aussie shares (ASX 200) A diversified all-of-market Australian bond index Episode resources Kerry on LinkedIn J.P. Morgan Asset Management Join ASA ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
CFA v Google Bard: 10 macro indicators, house prices & inflation expectations
Kerry Craig, CFA is the Global Market Strategist at J.P. Morgan Asset Management, a long-time sponsor of The Australian Investors Podcast. Kerry Craig recently sits down with Owen Rask in an attempt to go against the AI talents of Google Bard, a generative AI language model. Topics covered in this episode: The 10 most common macro indicators (and what doesn't work) Kerry's prediction for inflation, rates, retail sales, housing starts and unemployment Where will inflation end 2023? Are Emerging Markets (EM) everything they're cracked up to be? Will property keep recovering? Finally, Owen and Kerry have a bit of fun predicting, higher or lower: Price of a 2017 Toyota Hilux (good condition) (asking for a friend…) US stock market (S&P 500) Japanese stock market (Nikkei) Aussie shares (ASX 200) A diversified all-of-market Australian bond index Episode resources Kerry on LinkedIn J.P. Morgan Asset Management Resources Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
SELL EVERYTHING (just kidding)! The next Dubber, and is AI going to take your... stock picking?
On this not-so special episode of The Australian Investors Podcast, Owen Rask and Drew Meredith, CFP are BACK answering your questions! This week, the duo cover topics like: Is THIS stock the new Dubber (ASX: DUB)? Show us your long-term returns When should I lodge my Super contributions tax deduction form? Drew & Owen's #1 meme stock of all time Qantas Airways (ASX: QAN) still in the doldrums Will Artificial Intelligence (AI) take the job of stock pickers? In addition, Drew dives into inflation, oil prices, the Australian dollar and more. Of course, Owen also quizzes Drew on some hypotheticals: Which Australian prime minister Drew would choose as his portfolio manager His #1 meme stock of all time Do investors still have any edges to outperform? Then Drew asks Owen for his... best investment destination... he said Noosa! Resources Use coupon code "friend" or "friends": Rask Events Roadshow Wattle retirement event ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Multibaggers: how to find them on the ASX
Luke Laretive and Owen Rask go head-to-head in the search for multibaggers on the ASX, with some shocking stats. Luke and Owen go head to head on their top 3 factors to use to search the ASX for big winning stocks, before drilling to some the biggest and best performers on the ASX. If you like listening to this episode, you'll LOVE the video version. WATCH it here: https://www.youtube.com/watch?v=NLh3xvepqBE Episode resources Seneca website Luke's free articles on Rask Media Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
NVIDIA results any good? Drew's worst investment ever, financial advisers to avoid & Altium reports
Owen Rask and Drew Meredith, CFP are BACK answering your questions! This week, the duo cover results from: NVIDIA Inc (NASDAQ: NVDA) RPM Global (ASX: RUL) Altium Limited (ASX: ALU) Wesfarmers Ltd (ASX: WES) City Chic Ltd (ASX: CCX) In addition, Drew and Owen answer your questions on the top financial advisers... to avoid, how to reset a portfolio and start fresh, and how to investing after being in property. Of course, Owen also quizzes Drew on some hypotheticals: Worst investment ever? Worst investment advice you ever got? Resources Use coupon code "friend" or "friends": Rask Events Roadshow: https://www.rask.com.au/road Wattle retirement event: https://www.eventbrite.com.au/e/making-the-most-of-your-retirement-tickets-634532643217 ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices