Australian Investors Podcast Rask

Catriona Burns is the portfolio manager of Wilson Asset Management's Global LIC (ASX: WGB), a listed investment company with $870 million under management.
In this episode of The Australian Investors Podcast, Catriona speaks with Owen Rask, Chief Investment Officer of The Rask Group, about the big winners and losers from US reporting season - including Apple (NASDAQ: AAPL), which is a loser.
Catriona also names the businesses that have surprised to the upside, reflects on some previous stock calls from this show, as well as the competitive advantages of bohemoths like Visa, McDonald's, Starbucks and more.
Learn more:
WAM website: https://wilsonassetmanagement.com.au/lic/global/
Catriona's first podcast with Owen
Episode resources:


Join the Rask community - it's FREE

ASA events & Owen's workshop


Navexa - tax tracking 20% off: https://bit.ly/track-stocks

~ Resources ~

Access Show Notes

Invest with Owen

Mortgage Broking

Financial Planning

Property Coaching

Property checklist (PDF)

Business Coaching

Ask a question


WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. 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 $500,000 invested in ETFs good? Or risky? Plus, which stocks would you buy for a Fallout world? 
On this Australian Investors Podcast, Owen Rask & Drew Meredith, CFP answer your investing questions about ASX shares, ETFs and more. 
WATCH THE VIDEO VERSION: https://www.youtube.com/watch?v=R4ouoKvqE2c
ASA Event tickets: https://cis.eventsair.com/asa-2024-investor-conference/registration-info
Topics covered:
- Bridgewater Associates is clawing its way back
- Hybrid securities - are they worth it? 
- VanEck Subordinated Debt ETF (ASX: SUBD)
- Stocks for a 200-year winter - Pepsi Co v Coca Cola
- How to invest $500,000 in ETFs

~~ 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

Billy Leung is an ETF investment strategist at Global X ETFs. 
While Billy’s current role is steeped in exchange-traded funds (ETFs) he has a wide and deep knowledge of technology companies and trends across the world, having been a sell-side analyst and worked in a high frequency trading business. He’s been tracking technology stocks since the 2000s. 
If you have your technology and AI related questions for Billy, come to next week’s AI investing webinar: https://www.youtube.com/watch?v=ean88c7KZOw
In this Australian Investors Podcast Owen Rask and Billy Leung from Global X talk about:

Billy’s background and analysing markets bottom-up and top-down

Valuation of technology stocks and how they changed value investing

The AI companies leading the pack: MSFT, GOOGL, META, NVDA, AAPL

AI stocks no-one follows…

How the AI ecosystem can be divided into three levels of abstraction: hardware, infrastructure and application

China’s AI push versus USA: Ali Baba, Baidu and Tencent

Why an ETF approach can help you capture a theme without identifying winners


Episode resources:


Join the Rask community - it's FREE

ASA events & Owen's workshop


Navexa - tax tracking 20% off: https://bit.ly/track-stocks


Discounted business books - including The Golden Years


~ Resources ~

Access Show Notes

Invest with Owen

Mortgage Broking

Financial Planning

Property Coaching

Property checklist (PDF)

Business Coaching

Ask a question


WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. 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

On the Australian Investors Podcast 2 Sense episode this week, very stable geniuses Owen Rask & boy wonder Drew Meredith, CFP discuss the following:

Retiree inflation is running at 6.5%, employee inflation 3.4%

What a 23-year-old should do with $100,000


Woolworths (ASX: WOW) latest results


Coles Group (ASX: COL) pops on results


Apple (AAPL) gains on better-than-expected sales


Meta is up 86% in one year


Microsoft (MSFT) Azure + AI takes flight

Episode resources:


Join the Rask community - it's FREE

ASA events & Owen's workshop


Navexa - tax tracking 20% off: https://bit.ly/track-stocks


Discounted business books - including The Golden Years


Woolworths result

Coles result

~ Resources ~

Access Show Notes

Invest with Owen

Mortgage Broking

Financial Planning

Property Coaching

Property checklist (PDF)

Business Coaching

Ask a question


WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. 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

Owen Rask, Chief Investment Officer of Rask Invest, and Mitchell Sneddon, Head of Funds Management for The Rask Group answer your questions about building passive income for retirements, using ETFs.

Book a call with Mitchell:
https://invest.rask.com.au/?aippodcast
Rask Invest walkthrough: https://community.rask.com.au/c/rask-events/live-rask-invest-platform-walkthrough-q-a

~ Resources ~

Access Show Notes

Invest with Owen

Mortgage Broking

Financial Planning

Property Coaching

Property checklist (PDF)

Business Coaching

Ask a question


WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. 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

No AFSL. Working "outside the system." Not registered for GST. Minimum $50,000 investment. 20% return...
On this Australian Investors Podcast 2 Sense episode this week, very stable geniuses Owen Rask & Drew Meredith, CFP discuss the following:

My friend wants to invest with a group that claim to be working "outside the system"

My stock went up 300% and is now down 70%

A LIC or an ETF - what's the difference?

How to use the AAA cash ETF for speedy investments

Drew's momentum trading strategy

$50k into 5 stocks - buy now or wait?

Episode resources:


Join the Rask community - it's FREE

ASA events & Owen's workshop

Discount business books


~ Resources ~

Access Show Notes

Invest with Owen

Mortgage Broking

Financial Planning

Property Coaching

Property checklist (PDF)

Business Coaching

Ask a question


WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. 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