Australian Investors Podcast

On the Australian Investors Podcast this week, 7Investing's Anirban Mahanti and Owen Rask talk Altium Ltd's (ASX: ALU) botched takeover proposal from Autodesk Inc (NASDAQ: ADSK), Netflix Inc's (NASDAQ: NFLX) quarterly report, Bezo's Blue Origin hits space. The investors also talk about what to make of COVID Delta numbers and, of course, they offer two growth stocks to watch: Okta Inc (NASDAQ: OKTA...

In this episode of The Australian Investors Podcast I chat with Adam Bronts, director of business development at Castlerock. Castlerock is a funds management business specialising in property, in particular office properties that are leased to government tenants. Castlerock has just completed the purchase of a new property in Ipswich and is conducting a capital raising, which provided an opportuni...

In the latest weekly episode of The Australian Investors Podcast hosts Owen Rask and 7Investing's Dr Anirban Mahanti talk about the latest in Buy Now, Pay Later (BNPL), including Apple Inc (NASDAQ: AAPL), PayPal Inc (NASDAQ: PYPL) and Afterpay (ASX: APT). Then Owen makes a bet with Anirban over which ASX company will receive a takeover offer first: Treasury Wine Estates (ASX: TWE) or A2 Milk Compa...

This episode of The Australian Investors Podcast features Damon Gosen from VanEck Australia. In this shorter episode, Owen Rask and Damon talk about the VanEck Vectors Morningstar Wide Moat ETF (ASX: MOAT) or "MOAT" for short. In short, the MOAT ETF takes Morningstar's analyst MOAT ratings (no moat, narrow, wide) and combines it with analyst valuations to create a portfolio of the most undervalued...

In the latest weekly episode of The Australian Investors Podcast hosts Owen Rask and 7Investing's Dr Anirban Mahanti talk about two of the ASX's highest-profile takeovers in recent times: Altium Ltd's (ASX: ALU) takeover proposal from AutoDesk Inc; and the Sydney Airport (ASX: SYD) offer from a private consortium of buyers. Owen & Anirban also talk interest rates and mortgages, including why they...

In the episode of The Australian Investors Podcast Owen Rask chats to Aoris Portfolio Manager and founder, Stephen Arnold, CFA, about a stock he has held in his portfolio since inception: L'Oreal SA (EPA: OR). Chances are, you know L'Oreal SA from the television, billboards, salon, shopping centres (or even in your bathroom at home). Stephen makes his strong case for why this 100+ year-old company...

The Australian Investors Podcast has a new co-host, Dr. Anirban Mahanti of 7Investing! Anirban and I -- Owen here -- decided to come together and host a weekly chat about markets, stock ideas, strategies and more. Going forward, all Australian Investors Podcast listeners will get: Long-form interview with a specialist: fund manager, analyst, CEO, or other experts A laid-back conversation with Anir...

In the episode of The Australian Investors Podcast investor and series host, Owen Rask, talks with Aoris' Delian Entchev about what seems to be a boring 'tractor' company called Tractor Supply Company (NASDAQ: TSCO). But take it from us: this episode is anything but boring. Delian explains, in clear language, the opportunity in front of investors with Tractor Supply, the USA's largest retail store...

This Australian Investors Podcast episode features Kanish Chugh from ETF Securities. In this short conversation, Owen and Kanish talk about the global healthcare and biotechnology thematic, including the ETF Securities' CURE ETF (ASX: CURE) and key companies operating in the sector. This chat is designed to be easy listening and help you get some ideas on your watchlist. It's just a short episode...

In this episode of The Australian Investors Podcast, I chat with Sunny Bangia, Portfolio Manager of the Antipodes Asia Fund. Sunny shares his story and unique insights into how to invest in Asia, the reasons why you would choose Asian technology or consumption plays over, say, US technology. Sunny also shares the names of three companies he is really excited about -- Taiwan Semi-Conductor (TSMC),...

This Australian Investors Podcast episode features Kanish Chugh from ETF Securities. In this short conversation, Owen and Kanish talk about the Robotics & Automation thematic, ETF Securities' ROBO ETF (ASX: ROBO) and key companies operating in the sector. This chat is designed to be easy listening and help you get some ideas on your watchlist. To learn more about the ROBO ETF, follow this link: ht...

This special property episode of The Australian Investors Podcast features Chris Bates from Wealthful and Amy Lunardi from Amy Lunardi Property. *** ENROL NOW: http://bit.ly/prop-aip *** Chris Bates is an extremely experienced mortgage broker, based out of Sydney, and Amy Lunardi is one of Australia’s highly sought after Buyers Agents/Advocates, based out of Melbourne. This episode is special beca...

In this episode, Owen Rask from The Australian Investors Podcast speaks with ASX investor Simon Shields, CFA. Simon is the co-founder of Monash Investors. Simon’s aim is to use an absolute return strategy to generate double-digit returns from Australian ASX shares/equities. In our chat, Simon tells us how he and his team find compelling ASX stocks to buy, the common causes of mispricing for invest...

In this Australian Investors Podcast, Simon Erickson from 7investing walks us through his journey, including his process for investing in high growth companies/stocks, innovative technology companies and the future of emerging industries like personalised medicine and machine learning inference. Simon Erickson’s backstory is different to most professional investors. He studied chemical engineering...

Tobias Carlisle, Founder of Acquirers Funds and creator of the Acquirer's Multiple talked to Owen Rask on The Australian Investors Podcast about his journey and all things quantitative investing. Talking points: Why Tobias would want Warren Buffett on speed dial (over any other investor) Tobias backstory, including growing up in outback Australia How Tobias morphed a legal career into value invest...

This episode of The Australian Investors Podcast is a roundtable on portfolio construction for DIY investors, especially those in or nearing retirement. Owen Rask is joined by Jamie Nemtsas and Drew Meredith from Wattle Partners financial planning. The trio discuss: How risk profiles inform your framework Strategic Asset Allocation (SAA) Tactical Asset Allocation (TAA) Investment Policy Statements...

Like ASX small caps? Want to be a better investor? In this episode of The Australian Investors Podcast Owen Rask, lead analyst at Rask Australia, speaks with two leading small-cap investors (and founders!): Mark Tobin, former small company analyst founder of Coffee MicroCaps Andrew Page, small-cap investor and Founder of Strawman.com In this conversation, Owen, Mark and Andrew provide an update on...

What does it take to run a financial planning business while starting a global agriculture company, global events company and PR business? Jamie Nemstas talks us through his journey starting, operating and selling companies. ABOUT THIS EPISODE This episode of The Australian Investors Podcast features Jamie Nemtsas, founder of The Inside Network and partner of Wattle Partners financial planning. Ja...

This top Australian Investors Podcast episode features Claude Walker from A Rich Life. Claude is an independent journalist and former investment analyst who is passionate about small cap and ethical investing. He believes one of his key investment edges lies in identifying management teams that are either very high quality or very poor. In this conversation we talk about some simple (and less than...

Peter Phan is the Portfolio Manager of Castlereagh Equity. Many Australian investors already know Peter from his time blogging and due to his activity on Twitter. This podcast is epic, unfiltered, barely edited and raw. I barely edited this audio file. It took place remotely, so the audio file is a little rough. Consider wearing your headphones. You’ve probably seen this episode come up in your fe...

Back by popular demand, on this episode of The Australian Investors Podcast, Drew Meredith, CFP, a financial adviser from Wattle Partners, and Owen Raszkiewicz, Chief Investment Adviser and analyst for Rask Australia bring you their best and worst ASX reporting season stock stories. Drew and Owen each pick their best and ‘worst’ ASX stock reports for the month of February 2021. ASX shares profiled...

Dr Anirban Mahanti is an Investment Advisor at 7Investing, and formerly the Director of Research at The Motley Fool Australia. Anirban’s story is grounded in technology, software and machine learning, having spent the early part of his career as an academic working on complex problems ranging from distributed data to video on demand. During the first 30 minutes or so of this conversation, we talk...

In this conversation of The Australian Investors Podcast, Owen Rask talks to Luke “Wini” Winchester, the Emerging Companies Portfolio Manager at Oracle Investment Management and prolific small-cap investor on Twitter, Strawman and (formerly) Hot Copper. This is a brilliant conversation for small-cap investors on the ASX and global markets. Luke walks us through how he gets an edge in researching s...

Kanish Chugh, head of distribution at ETF Securities sat down with Owen Raszkiewicz on The Australian Investors Podcast to talk about owning gold, and using ETFs like GOLD, TECH & FANG. Timestamps: @3:15: the FANG+ ETF - an innovation-focused ETF that launched with almost perfect timing in 2020. Kanish explains why it's so concentrated (10 stocks) and the types of expression or thematic FANG is tr...

What is an ethical investment? And what do investors (or your clients) want to be invested in? The Rask team recently asked our Australian investor base what they believed is an ethical investment and what isn't. We summarise the key ethical and ESG findings in this episode of AIP. In this episode of The Australian Investors Podcast, Owen is joined by Max Wagner, an analyst for Rask Australia. Max...