Rask
Australian Investors Podcast
The Australian Investors Podcast is a twice weekly podcast (Wednesday & Saturday), featuring laid back but intelligent short- and long-form conversations about markets, business, psychology, lessons learned and investment process. At Rask, our goal is to bring you the best insights, information and proven strategies to help you invest your time and money. SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-investors-podcast
Where to listen?
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Episodes
5 VC questions every founder must answer, ft. Seed Space Venture Capital's Cathryn Lyall 16.11.2022 31:37
Cathryn Lyall is an experienced venture capitalist and partner at Seed Space Venture Capital. Cathryn recently joined Drew Meredith and Owen Rask on The Australian Investors Podcast to talk about everything venture capital-related, including the 5 essential questions Cathryn asks every founder. Please note: this podcast was recorded in audio-only format, at Noosa, on October 10, 2022. Podcast reso...
Mapping disruptive change, building thematic ETFs & major themes for 2023 ft. Blair Hannon from Global X 14.11.2022 1:07:01
Blair Hannon is the Head of Investment Strategy at Global X ETFs Australia and an experienced investment expert. Blair Hannon recently sat down with Owen Rask on The Australian Investors Podcast to talk about identifying and investing in themes that are changing the world. SHOW NOTES & VIDEO VERSION Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is S...
My Xero valuation, 10% in FANG, property down 15%?, NAB, FTX goes down, QUAL, bonds, Disney & more! 11.11.2022 54:55
The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors is back for Q&A hosted by experienced financial planner Drew Meredith, CFP and experienced analyst Owen Rask. This segment is called 2 Sense -- and it's our super-popular new episode format. In this episode, Owen & Drew tackle results from Xero Limited (ASX: XRO), why Drew invested "10%" of...
The "central scenario" for US rates, credit, the US economy & an average day for a bond manager ft. Adam Grotzinger 09.11.2022 35:20
Adam Grotzinger, CFA is a fixed-income expert for Neuberger Berman based in Chicago, USA. While Adam Grotzinger was in Noosa, Queensland, he sat down with Owen Rask and Drew Meredith, CFP to talk about markets, the economy, interest rates and more, on The Australian Investors Podcast. SHOW NOTES & VIDEO VERSION Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official...
The best lithium stock? Vulcan, LKE, CXO, Pilbara & Luke Laretive's 3 high conviction share ideas 07.11.2022 1:05:25
ASX lithium shares are all the rage in 2022, but do lithium shares have what it takes to succeed? Luke Laretive is the founder and CEO of Seneca Financial Solutions in Melbourne, and he has a background in investment research and mining -- making him the perfect guest on The Australian Investors Podcast to talk about lithium shares like Lake Resources Ltd (ASX: LKE), Core Lithium Ltd (ASX: CXO), P...
Macquarie's HY, Domino's dumped, VDHG & go away?, buying an Indian restaurant, EML or Zip & speccy IPOs [2 Sense] 04.11.2022 57:20
The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, back for our Q&A session, "2 Sense", hosted by Drew Meredith, CFP and Owen Rask. In this episode, Owen & Drew tackle results from Macquarie Group Ltd (ASX: MQG), Domino's Pizza Enterprises Ltd (ASX: DMP) and dive into Vanguard Diversified High Growth ETF (ASX: VDHG). [2C filing] “2 sense”...
Will Hamilton: How to build portfolios & the key questions all investors should ask 02.11.2022 23:49
Will Hamilton is the managing partner of Hamilton Wealth Partners, one of the leading financial advice businesses in the country. An investment and advice veteran, with 35 years of experience, Will Hamilton is frequently voted in Australia's top 10 financial advisers. Will sat down with Drew Meredith, CFP, of Wattle Partners Financial Planning, and Owen Rask, founder of Rask Australia, to talk abo...
The 3 best indicators of performance, top-down v bottom-up, private equity funds & more ft. Lincoln Smith, Kevin Toohey, Drew Meredith & Owen Rask 31.10.2022 32:25
Kevin Toohey of Atchison Consultants and Lincoln Smith of Albourne Partners are investment researchers and consultants with expertise spanning multiple asset classes. In this Australian Investors Podcast episode, Drew Meredith, CFP and Owen Raszkiewicz host Kevin and Lincoln and get them to answer a bunch of questions around the macroeconomic outlook, how stock markets work and the way they inves...
ANZ's report, GEAR's 17% yield(?!), offsets or stocks, investing for kids & why Drew hates DRPs [2c] 28.10.2022 47:53
Australian Investors Podcast's "2 cents" is back with Drew Meredith and Owen Rask. In this light-hearted question and answer session, Owen Rask and Wattle Partners' Drew Meredith field your investing questions and topics. Topics covered today: Why are my returns negative? Does BetaShares GEAR ETF really have a 17% yield? Australia and New Zealand Banking Group's (ASX: ANZ) full year results and wh...
Wayne Hooper, CEO of Laserbond Ltd (ASX: LBL) | Exclusive Interview on The Australian Investors Podcast 26.10.2022 49:23
Wayne Hooper is the CEO of Laserbond Ltd (ASX: LBL), a $90 million business listed on the ASX that performs surface engineering. Wayne Hooper sat down with Owen Rask on The Australian Investors Podcast at Laserbond's Sydney-based factory in Smeaton Grange. Full show notes: https://www.raskmedia.com.au/2022/10/26/laserbond-lbl-wayne-hooper/ Video version: https://www.youtube.com/watch?v=geRLAorTM5E...
Finding the ASX's best 10 companies, failure, grit, the top investor letters & so much more | Nathan Bell from Intelligent Investor 24.10.2022 1:24:14
In the latest episode of The Australian Investors Podcast, Owen Rask was joined by Nathan Bell, the Head of Research & Portfolio Management at Intelligent Investor. VIDEO VERSION: https://youtu.be/nhyJh56cQFo SHOW NOTES: https://www.raskmedia.com.au/2022/10/24/nathan-bell-intelligent-investor/ About Nathan Bell Nathan discovered value investing after spending nine years as an accountant, includin...
OCL, TNE, NDQ or QQQ, 60/40, GEAR, equal weight, VAE & how to become an analyst [2 Sense] 21.10.2022 1:01:46
The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP. This week, Owen and Drew cover: - Objective Corp Ltd (ASX: OCL) - TechnologyOne Ltd (ASX: TNE) - Betashares Nasdaq 100 ETF (ASX: NDQ) - Invesco QQQ ETF - What is a 60/40 portfolio? - Do e...
Massive macro bets, gold, China, Russia & rates: Inside the mind of a global macro expert ft. Craig Ferguson 19.10.2022 38:22
Craig Ferguson is the Director of Strategy at Antipodean Capital. He sat down with Owen Rask and Drew Meredith on The Australian Investors Podcast to talk macro and global markets. Craig formerly worked with JP Morgan (1994-2003) as a currency and bond trader, and was head of their cross-market technical analysis group between 1999-2003 when his group was regularly ranked top three in the world. T...
The BoE disaster, bear markets, recessions… and good news stories Ft. Kerry Craig From J.P. Morgan 14.10.2022 49:09
Kerry Craig is the Global Market Strategist at J.P. Morgan Asset Management. Based in Melbourne, Kerry and Owen sat down in the Rask studio to talk about everything that’s happening in the economy, stock market, bond market and everything that fits in between. Topics covered with Kerry Craig from J.P. Morgan Asset Management: What does your day job entail, Kerry? Can you provide an overview of wha...
The next Pro Medicus, "all in" on lithium, valuing SaaS stocks, Pendal (PDL) or Perpetual (PPT), VAS or VHY? 12.10.2022 1:02:13
The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for "2 sense", hosted by experienced investment analyst Owen Rask and long-time financial planner Drew Meredith, CFP. What is “2 sense”? 2 sense is our take on a relaxed investing conversation about the things you care about -- companies, themes, strategies and ideas that make money...
RPMGlobal (ASX:RUL), Altium (ASX:ALU) & has the market bottomed? 07.10.2022 47:26
Claude Walker is the founder of A Rich Life and a small-cap investing expert. Claude joins Owen Rask on The Australian Investors Podcast to help us understand where we might be in the market cycle, and the duo identifies two of their favourite stocks to buy... when prices fall. This podcast follows on from Claude's very popular article, "10 Signs That Will Make Me Want To Buy Stocks". The companie...
Private V Public: Why private markets have outperformed by 10% p.a. ft Hamilton Lane's Brian Gildea 05.10.2022 39:26
Brian Gildea is the Head of Evergreen Portfolios at Hamilton Lane Inc (NASDAQ: HLNE) and has 20 years of private markets experience. Brian joins Owen Rask on The Australian Investors Podcast to help us understand why the private markets (e.g. private companies) are such a fruitful ground for investors. If you're a student of investing and want to broaden your horizons to what's possible outside th...
2 sense: our 3 biggest mistakes, investing $100k, Core Lithium (CXO), DZZF, Twilio (TWLO), Owen says Dubber (DUB) is a no go & Rural Funds Group (ASX:RFF) 30.09.2022 1:02:27
The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for "2 sense", hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP. Welcome to “2 sense” In these laid-back investing discussions we’ll attempt to answer all of your investing questions, including on ASX and global stocks, managed funds, ETFs, LICs or por...
Masterclass: Global Small Caps 28.09.2022 56:47
Welcome to the third investing Masterclass on The Australian Investors Podcast. In the next 60 minutes you will go on a deep dive into the topic of Global Small Cap investing with some of Australia's top experts, including Nick Cregan of Fairlight Asset Management, Maximilian Mulholland-Licht from Evergreen Consultants, Tobias Bucks from Ausbil Investment Management, and Drew Meredith from Wattle...
6 top funds for global equities | Nanuk, FEMX, QUAL, HACK, FANG & MOAT 23.09.2022 40:50
Drew Meredith, CFP and Owen Rask are back on The Australian Investors Podcast and talking about 6 top global equities funds/ETFs. Note: we're talking about funds or ETFs that are not necessarily part of your Core portfolio. I -- Owen here -- would consider using iShares S&P 500 ETF (ASX: IVV) or Vanguard MSCI International Shares ETF (ASX: VGS) in the Core of a portfolio long before using the fund...
Masterclass: Commodities | Global X, Atchison Consultants & Wattle Partners 21.09.2022 1:09:12
Welcome to the second investing Masterclass on The Australian Investors Podcast. In the next 45-60 minutes you will go on a deep dive into the topic of Commodities with some of Australia’s top experts, including Kanish Chugh from Global X, Atchison Consultants’ Kevin Toohey, and Wattle Partners’ Jamie Nemtsas. You’ll discover: What you need to know about the commodities market The difference betwe...
Masterclass: ESG | Perennial, Atchison Consultants & Wattle Partners 16.09.2022 51:39
Welcome to the first Masterclass series on The Australian Investors Podcast. In the next 45-60 minutes you will go on a deep dive into the topic of ESG with some of Australia’s top experts, including Perennial's Emilie O'Neill, Atchison Consultants' Jake Jodlowski, and Wattle Partners' Drew Meredith. You'll discover: What you need to know about the ESG market The difference ESG investment options...
2 sense: Woodside (WDS), Ampol (ALD), Infratil (IFT), India ETFs, Nuix, Charter Hall, becoming an analyst in Australia & more! 14.09.2022 1:05:18
The Australian Investors Podcast, Australia's top investing podcast for professionals and private investors, has today launched our first question and answer session, hosted by Drew Meredith, CFP and Owen Rask. We're calling it "2 sense". In these very laid-back investing discussions we'll attempt to answer all of your investing questions, including on ASX and global stocks, managed funds, ETFs, L...
Cath Whitaker, taking the reigns at Selfwealth & building a wealth platform 09.09.2022 30:12
Cath Whitaker is the CEO of Selfwealth Ltd (ASX: SWF), Australia's third largest brokerage company and the pioneer of flat-fee brokerage in Australia. In this Australian Investors Podcast episode, Cath joins Owen Rask to talk about her journey prior to joining Selfwealth and how, during the run-off of the Covid pandemic, saw an exciting opportunity to turn Selfwealth into a wealth platform. Topics...
5 standout small-cap ASX shares from Reporting Season 2022, ft. Claude Walker from A Rich Life 07.09.2022 56:00
The Australian Investors Podcast welcomes back Claude Walker, founder of A Rich Life, to talk about 5 companies that caught his eye during ASX Reporting Season, including Objective Corporation Ltd (ASX: OCL), PWR Holdings (ASX: PWH) and more. Tune in to hear Claude Walker of A Rich Life review the results of: PWR Holdings (ASX: PWH) Objective Corporation Ltd (ASX: OCL) Alcidion Group Ltd (ASX: ALC...
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