Australian Investors Podcast Rask
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The Australian Investors Podcast is a bi-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. | | ** Join The Intelligent Investor & save ** This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Join today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIP Free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP || *** GET OWEN'S ANALYST RESEARCH & TRAINING ** http://bit.ly/aip-discount || SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-investors-podcast/
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McDonald's or Starbucks: Big winners & losers from US reporting season, ft. Catriona Burns from Wilson Asset Management
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
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Fallout stocks: Pepsi v Coca-Cola; plus, I got $500,000 in ETFs - is that good?
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
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AI race: USA, China, and the stocks to watch
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 -
Apple stock price 🚀 lamb price down-down, Woolworths is weak, META is up 86% in one year & Microsoft is a beast
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 -
ASX ETFs for retirement: why 5% in passive income is doable
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 -
If it sounds like a ponzi, smells like a ponzi... it's probably a... ponzi?
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