Australian Investors Podcast Rask
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- Business
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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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Using ETFs for passive income (step by step, with ETF examples)
OwenRask, Chief Investment Officer of Rask Invest, speaks with Betashares Senior Investment Strategist Cameron Gleeson about how to use ETFs for passive income in this Australian Finance Podcast.
Topics covered in this market update
Cameron's first (and most recent) investment
LICs versus ETFs
How ETFs actually produce income
Risk levels of ETFs
ETFs featured:
AAA - cash ETF
MMKT - cash plus ETF
A200 - top 200 Aussie shares
QOZ - top Aussie shares, fundamentally weighted
YMAX - yield maximiser
QPON - bond ETF
HBRD - hybrid fund
BSUB - bond ETF
Episode resources
Invest with Owen: https://bit.ly/R-invest
ETF investing course: https://education.rask.com.au/courses/etf-course/
10 things activity (PDF): https://education.rask.com.au/wp-content/uploads/sites/4/2020/12/FIRE-Course-10-Things-Activity.pdf
Financial Planning: https://bit.ly/R-plan
Ask a question: https://bit.ly/3QtiY00
Access Show Notes: https://bit.ly/R-notes
Kate's book, Buying Happiness: https://bit.ly/kate-amazon
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
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
~~ 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.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Pete's Powerhouse Portfolio (Buy Right Approach Part 2)
In this episode of The Australian Property Podcast, Pete Wargent, property investor and author, shares his expertise on the "Buy Right Approach" and the concept of a "powerhouse portfolio" with Owen.
Topics covered:
Why most people lost money in property
How to build a powerhouse portfolio
Pete & Cate's 4-part plan to remove emotions
IQ versus IQ versus AQ
Future trends for property investors
Episode Resources:
Buy Pete's book: https://majorstreet.com.au/products/the-buy-right-guide-to-investing-in-property
~~ Resources ~~
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
Learn more about your ad choices. Visit megaphone.fm/adchoices -
The Foundations of Property Investing (Buy Right Approach to Property Ep 1/2)
In this episode, Pete Wargent, property investor and author, shares his expertise on the "Buy Right Approach." Discover how this strategy differs from others, and why understanding market cycles and your own personality are key to long-term success. Learn the importance of a strategic plan and gain practical insights to make informed property investment decisions.
Episode Resources:
Buy Pete's book: https://majorstreet.com.au/products/the-buy-right-guide-to-investing-in-property
~~ Resources ~~
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
Learn more about your ad choices. Visit megaphone.fm/adchoices -
IVV or VGS? I'm 33 with $1 million to invest, and CBA is surging
Topics covered:
- Best ETF: IVV or VGS?
- Why is Commonwealth Bank of Australia (ASX: CBA) flying?
- Pro Medicus Ltd (ASX: PME) is at an all time high
- Zip Co Ltd (ASX: ZIP) in the doldrums
- How to invest $1 million
~~ 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
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Profiting from multi-decade mega trends: A thematic ETF deep dive with Global X's Scott Helfstein
The recent AI boom has reignited enthusiasm for thematic ETFs and that's why I was so grateful to have Scott Helftstein the head of investment strategy at Global X, join me on his Australian tour for a deep dive on thematic ETFs. Scott has a wealth of knowledge in the space through his role at Global X and previously being the head of thematic portfolios at Morgan Stanley.
In this conversation we cover:
Scott's upbringing in Long Island and his introduction to business through his father
We explore how he developed a career in thematic investing
How his team identify a theme that could be an enduring mega trend
Walk through the life cycle of the trend
Discuss how a thematic etf can adapt to include emerging companies in the future
Discuss why he thinks AI and uranium are two multi-decade themes still in their infancy
We also address the often mentioned performance of thematic ETFs vs passive traditional indices
Before recording this interview I reached out to the Rask Community on our community page to ask them what questions they would ask. If you have any thoughts you'd like to share after listening come and join us over at the Rask Community, it's free to join.
Episode Resources:
What are thematic ETFs by Global X
Entry points & burning buildings
More from Scott Helfstein
ETFs mentioned in this episode:
ATOM Uranium ETF
FANG+ ETF
GXAI Artificial Intelligence ETF
PAVE US Infrastructure Development ETF
~~ Resources ~~
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
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Is Polynovo (PNV) the next Pro Medicus, VHY or Colonial Imputation Fund, and how stocks are picked for ETFs
Owen Rask is out in front of the camera for his second solo Q&A episode and a deep dive in Polynovo Ltd (ASX: PNV) on The Australian Investors Podcast.
Topics covered
Is Polynovo Ltd (ASX: PNV) a multibagger in waiting?
The Rask philosophy and stock checklist
Why is the Atlas Trend fund closing?
Vanguard Australian High Yield Shares ETF (ASX: VHY) compared to Colonial First State Imputation Fund
Can Rask invest my SMSF?
How are stocks chosen for an ETF?
Resources
Where are the dividend aristocrats? Rask Community. https://community.rask.com.au/c/income-strategies/morningstar-article-on-australian-dividend-aristocrats
Sydney retirement event (use "Rask" code): https://www.wattlepartners.com.au/making-the-most-of-your-golden-years
Rask ETF investing course: https://education.rask.com.au/courses/etf-course/
~~ 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
Customer Reviews
Brilliant
I’m so glad I stumbled onto your podcast. I’ve been an avid listener now for about six months and will shortly take the plunge with RASK Invest. Keep up the mix of humour, anecdotes and sound investment advice. If only more Australian businesses were as proactive in establishing credibility and trust the way you and your team have set out to do.
Good info. Get on board !
Podcast has good info
Budget deficit ep is fabulous.
Loving the new (to me) terminology. Looking forward to chasing up the book.