Australian Investors Podcast

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

  1. 2 DAYS AGO

    [Bonus] Chris Bates on Alcove, lessons learned in business & future of mortgage broking

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

    25 min
  2. 14 FEB

    Where to invest $100 million, investing active ETFs, private markets & more

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

    37 min
  3. 12 FEB

    PocketSmith co-founder Jason Leung: a life-affirming budget, open banking and scaling a SAAS business to 300,000 users

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

    46 min
  4. 7 FEB

    Premier (PMV) or Myer (MYR)? Chemist Warehouse, Sigma & I've got 50% in GARP

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

    58 min
  5. 5 FEB

    The best, the worst & the closed ETFs, why I'm now bullish on AI & 2025 game plan, ft. Marc Jocum

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

    48 min
  6. 31 JAN

    Are AI stocks going to crash? Why Drew is holding FANG & 100% growth in Super

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

    54 min
  7. 29 JAN

    Will passive investing change shareholder rights? CEO Rachel Waterhouse on the importance of advocacy

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

    26 min
  8. 24 JAN

    Is 2025 the year for the S&P 500 market crash?

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

    1h 6m
4.6
out of 5
362 Ratings

About

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

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