Australian Investors Podcast

The 3 thematics covered by the experts Cybersecurity Anirban's stocks to watch: OKTA Inc (NASDAQ: OKTA) Cloudflare (NYSE: NET) Crowdstrike (NASDAQ: CRWD) Zscaler Inc (NASDAQ: ZS) Resources: (Free) Anirban's Zoom presentation Web3 & Crypto Owen's stocks/ideas to watch: Coinbase Inc (NASDAQ: COIN) BetaShares Cryptocurrency ETF (ASX: CRYP) Ethereum (CRYPTO: ETH) Resources: (Free) MIT Blockchain cours...

What was answered: How often do markets crash? About once a year, on average, you might expect it to fall/correct 10% (depending on the market) Only 20% of market corrections (i.e. 10% falls) turn into bear markets (see Tony Robbins, Unshakeable) Which stocks are best to buy cheap? High quality growing stocks (or whatever fits your investment checklist) Owen's quick & easy market crash checklist (...

What Peter & Owen talked about You told me that one year you had ~$50 million annual trading volume via CommSec but had just ~$200k balance every night. What type of investing/trading were you doing? Did it work? How much brokerage did you rack up on CommSec? Going back a bit, why did you get into law? In particular, criminal law? What did you specialise in? Why was investing so appealing? Were yo...

The 4 stocks & 1 ETF covered in detail include: Owen LaserBond Limited (ASX: LBL) Square/Block Inc (NYSE: SQ) BetaShares Diversified High Growth ETF (ASX: DZZF) Anirban Taskus Inc (NASDAQ: TASK) Global-E Online Ltd (NASDAQ: GLBE) Why on earth would I bother listening to this? The Australian Investors Podcast brings together Australia’s best investors. Weekly episodes by investors, for investors. I...

If you're worried about high inflation, the impact of interest rates on bond and stock markets, or simply what goes into professional credit investing, this is the episode for you. Talking points Credit analyst v equities analyst Why don’t more investors invest directly in credit? What is duration and why is it important? Brad's overview of fixed income markets Inverted yield curves and why they m...

Steve Johnson, CFA and Owen Rask discuss the definition of valuation, modelling, forecasting, estimating growth rates, terminal values and so much more. Warning: this episode goes in depth on value investing. While we try to make things simple, if you’re confused about the ideas presented here you can take Owen’s free valuation courses on Rask Education to learn more. Topics discussed: What is val...

Live on The Australian Investors Podcast this week, your weekly hosts Owen Rask & 7Investing's Dr Anirban Mahanti talk Magellan Financial Group Ltd (ASX: MFG) and Alcidion Group Ltd's (ASX: ALC) takeover of Silverlink, a UK-based health software company. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation)...

Johnny Shapiro is a Senior Reporter for The Australian Financial Review, Australia's number-one finance newspaper. Johnny's expertise is investigating peculiar or 'unusual' companies, CEOs and business practices. My guest for this episode is Johnny Shapiro. Johnny is a Senior Reporter for The Australian Financial Review, Australia’s number-one finance newspaper. OWEN’S TIP: If you can, read this a...

My guest for this episode is Curtis Larson, a private investor and portfolio manager for Norse Capital. Curtis is extremely generous with his time, making this episode amongst the easiest and relaxed conversations of the series thus far. But don't let that fool you, this chat is filled with nuggets of timeless wisdom gained over a career spanning more than two decades. Take Owen’s investing valuat...

Joe Magyer, CFA has been one of Australia's best investors over the past 10 years, leading Motley Fool Pro then Lakehouse Capital as Chief Investment Officer. In this Australian Investors Podcast episode, Owen discusses Joe Magyer's takeaways from nearly a decade of market outperformance on the ASX, lessons learned from buying shares of companies like Afterpay Ltd (ASX: APT) and Xero Ltd (ASX: XRO...

The Australian Investors Podcast this week your weekly hosts Owen Rask & 7Investing's Dr Anirban Mahanti dive deep into cloud computing and the race to the edge, in particular Cloudflare (NYSE: NET) and Amazon's (NASDAQ: AMZN) AWS. Plus, Owen and Anirban talk EML Payments Ltd (ASX: EML) and the CBI, Tile's takeover by Life360 Inc (ASX: 360) and a CEO exit at Bapcor (ASX: BAP). You can join in the...

Andre Roberts, CFA is the Senior Portfolio Manager at Invesco, charged with managing multiple funds focused on building, deploying and running quantitative strategies over Australian equity portfolios. Andre joins Owen Rask on The Australian Investors Podcast to share the building blocks of building quantitative and factor-based models for investing in Australia. In this podcast, Andre covers: The...

This episode of The Australian Investors Podcast offers an update on PlaySide Studios Ltd (ASX: PLY), a company Owen released to AIP listeners in August 2021, and one that he and the Rask team released to Rask Rockets Beyond members earlier this year. In this brief update, Owen covers: 1. PlaySide & why we think it's been successful 2. A reflection of RPMGlobal (ASX: RUL) and similarities with Pla...

Live on The Australian Investors Podcast this week, your weekly hosts Owen Rask & 7Investing's Dr Anirban Mahanti talk Apple's (NASDAQ: AAPL) new car and Altium's (ASX: ALU) AGM update. At the beginning of the show, Anirban & Owen also share some of their tips for using a stock-picking checklist. Here's a sneak peek at Owen's checklist: Is the business Founder or family-run (ARB, Reece, Okta, PWR,...

Wayne Jones is the Fund Manager and Co-Founder of Ganes Capital Management based in Brisbane. He joins Raymond Jang on The Australian Investors Podcast to share his investing knowledge and lessons with the investing community. Wayne Jones has managed the Ganes Focused Value Fund since 2002, which invests in high-quality ASX listed businesses for the long term. His experience as a business owner an...

The ETFS Hydrogen ETF (ASX: HGEN) provides investors with exposure to 30 select global hydrogen energy-focused companies, including fuel-cell makers and companies involved in the hydrogen value chain. This podcast, featuring Owen Rask from Rask and Best ETFs and Kanish Chugh from ETF Securities, profiles HGEN ETF. For more information on the HGEN ETF, access the PDS and learn more about ETF Securi...

On The Australian Investors Podcast this week, co-hosts Owen Rask & 7Investing's Dr Anirban Mahanti are joined by Claude Walker, founder of A Rich Life. WATCH IT ON YOUTUBE: https://youtu.be/WBSImbrFI2s Anirban, Owen and Claude discuss results from Cloudflare Inc (NYSE: NET), the latest in ASX news, Pinterest Inc's (NYSE: PINS) quarterly result, Anirban's decision to sell some Tesla Inc (NASDAQ: T...

Julia Forrest is a listed property trust (REIT) portfolio manager at Pendal Group and one of the longest-running PMs to join Owen Rask on The Australian Investors Podcast. At Pendal Group, Julia is responsible for investing in Real Estate Investment Trusts (REITs), property developers and property assets. Julia tells us how inflation can impact REITs, why property has held up remarkably well durin...

Live on The Australian Investors Podcast this week, your hosts Owen Rask & 7Investing's Dr Anirban Mahanti look at Apple Inc's (NASDAQ: AAPL) 4th quarter report, including the latest in iPhone & Mac sales and the company's supply chain shortages. Anirban & Owen also talk about the ASX's latest short-seller target, Vulcan Energy (ASX: VUL). Vulcan is a company involved in geothermal energy and Jcap...

Chloe Stokes, CFA is an investment analyst at Forager Funds Management, focused on international companies. Chloe joins Owen Rask on The Australian Investors Podcast to talk about her investment process, how to find an edge as an investor, why valuation is key, the inside of mid-tier M&A deals and more. In this podcast, Chloe tells us: What a typical day in M&A looks like Why DCF valuations are do...

Diving deep into today's ASX news, Owen Rask & 7Investing's Dr Anirban Mahanti look at Magellan Financial Group Ltd's (ASX: MFG) AGM address, the Tesla Inc (NASDAQ: TSLA) beat on earnings, Netflix Inc (NASDAQ: NFLX) stock price high, SNAP's results and... are interest rates rising? Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn mor...

Kate Morris is the co-founder and entrepreneur behind one of Australia's largest beauty brands, Adore Beauty Group Ltd (ASX: ABY), a $450 million online company created before most people used the internet. Kate Morris joins Owen Rask on The Australian Investors Podcast to explain how she built a world-class online business, managed Adore's growth, funding and changed the game for many of Australi...

Diving deep into today's ASX news, Owen Rask & 7Investing's Dr Anirban Mahanti look at key ASX news this week, including Bubs Australia Ltd's (ASX: BUB) 40% jump, Netwealth Ltd's (ASX: NWL) 15% increase and why Redbubble Ltd (ASX: RBL) fell 12%. We also look at the US stock market, tech companies and more. Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anir...

Drew Meredith and Jamie Nemtsas, certified financial planners from Wattle Partners, join Owen Rask on The Australian Investors Podcast to walk us through how they would manage the $2.3 million retirement portfolio of a fictitious couple, Fiona and Craig. This episode is filled with great insights around portfolio construction, investment planning, investment property, retirement strategy, risk pro...

The ETFS NDIA ETF (ASX: NDIA) provides investors with exposure to the performance of shares of the largest companies listed on the Indian stock market, the Nifty 50, based on market capitalisation. This video, featuring Owen Rask from Rask & Best ETFs, profiles NDIA ETF with Kanish Chugh, part of the ETF Securities team. For more information on the NDIA ETF, get a free analyst review on Best ETFs:...