Australian Investors Podcast

Rask

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. 2D AGO

    Rob Millner & Todd Barlow on Soul Patts: the past, present & future

    In this Australian Investors Podcast episode, your host Owen Rask sits down with Robert Millner (Chairman) and Todd Barlow (CEO) of Washington H. Soul Pattinson (ASX:SOL) to explore one of Australia’s most remarkable investment stories: – How Soul Patts achieved dividend aristocrat status with 120+ years of payouts – Why the Brickworks merger made sense and what it means for investors – The secrets behind Soul Patts’ long-term investing approach – How the team thinks about diversification, private markets, and future opportunities If you love learning about long-term investing and dividend growth, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – How Soul Patts built its dividend track record since 1903 – Why the Brickworks merger and Milton deal were strategically important – Soul Patts’ “opportunity-led” investment philosophy and culture – Final thoughts on dividends, long-term growth, and what excites Rob Millner and Todd Barlow about the future Resources for this episode - Learn more about Soul Patts here- Attend their upcoming Shareholder Briefings (set for the first week of October 2025) here - Ask a question (select the Investors podcast) - Visit TermPlus to learn more Rask Resources - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question - We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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) Learn more about your ad choices. Visit megaphone.fm/adchoices

    50 min
  2. 4D AGO

    What do bond fund managers actually do? With Aaditya Thakur from PIMCO

    In this Australian Investors Podcast episode, your host Owen Rask sits down with Aaditya Thakur (PIMCO) to discuss: – What a bond fund manager actually does – The role of macroeconomic forecasting in fixed income – PIMCO’s multi-layered investment process – Why bonds still matter for investors in 2025 If you love learning about fixed income and asset allocation, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube Follow us on Instagram and TikTok for more investing insights. ~~Topics Covered~~ – What a bond portfolio manager actually does day to day – Top-down vs. bottom-up bond analysis – How PIMCO runs global investment strategy sessions – Why bonds offer diversification and income for Aussie investors ~~Resources for This Episode~~ - Visit TermPlus to learn more - Learn more about PIMCO - Pimco Australian bond fund - Pimco ETFs ~~ Rask Resources ~~ 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here. Learn more about your ad choices. Visit megaphone.fm/adchoices

    25 min
  3. 4D AGO

    Why it’s hard to start investing and how to overcome it – with money coach Karen Eley

    In this Australian Investors Podcast episode, your hosts Owen Rask and Karen Eley discuss: – Why many people struggle to start investing – The role of fear, self-trust, and money stories in investing – How couples can build financial intimacy and overcome money biases – Practical strategies to build confidence and start investing If you love learning about investing psychology and practical money habits, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered: – Why self-doubt and fear hold people back from investing – Common money stories and how they shape financial behaviour – Building self-trust and financial intimacy in relationships – Practical strategies like planning, automation, and journaling – How to overcome behavioural biases such as overconfidence, recency bias, and anchoring – Simple steps to finally start investing Resources for this episode ⁠Karen's coaching website & quiz⁠ ⁠Karen's corporate bookings⁠ Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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

    35 min
  4. 6D AGO

    ASIC halts Latrobe Financial products and what it means for investors

    In this Australian Investors Podcast episode, your hosts Drew Meredith and Mitch discuss: – ASIC’s stop order on Latrobe Financial – Transurban’s planned New Zealand toll road acquisition – Reese’s (ASX:REH) buyback and market reaction – AI’s trillion-dollar investment cycle and ETF impacts If you love learning about investing, corporate Australia, and global megatrends, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!** Follow us on Instagram and TikTok for more investing insights. Topics Covered: – The top 10 most powerful people in corporate Australia for 2025 – ASIC’s stop order on Latrobe Financial and private credit concerns – Transurban’s New Zealand toll road expansion – Reese’s (ASX:REH) share buyback and capital allocation – The AI mega-investment cycle, Nvidia, and energy demand – ETF flows and whether they push up stock prices – Diversification risks in employee share schemes – Listener Q&A on borrowing against shares, ETFs, and property Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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

    45 min
  5. SEP 24

    Building a $100k ETF portfolio with Jess Leung from Global X

    ETF portfolio manager Jess Leung from Global X joins the Australian Investors Podcast to build a $100k ETF portfolio and share her strategy for long-term investing. In this Australian Investors Podcast episode, your hosts Owen Rask and Jess Leung discuss: – Jess’s journey from stock picking to ETF portfolio management – The role of an ETF portfolio manager and the Global X approach – How to construct a $100k portfolio using Global X ETFs – Core, satellite, and thematic ETF strategies for long-term investors If you love learning about ETFs, portfolio construction and investing strategies, subscribe to the Australian Investors Podcast** on [Apple](https://podcasts.apple.com/au/podcast/australian-investors-podcast/id1414707038), [Spotify](https://open.spotify.com/show/6RhitW2pBXlhKnXPVFF5Ok), or [YouTube](https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA)! Follow us on [Instagram](https://www.instagram.com/rask.invest/) and [TikTok](https://www.tiktok.com/@rask.invest) for more investing insights. Topics Covered – Jess’s origin story and career in ETFs – The $100k ETF portfolio challenge – Portfolio construction strategies: core, satellite, and thematic exposures – Final thoughts on keeping investing simple and consistent Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: [@rask.invest](https://www.instagram.com/rask.invest/) – TikTok: [@rask.invest](https://www.tiktok.com/@rask.invest) DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. Learn more about your ad choices. Visit megaphone.fm/adchoices

    43 min
  6. SEP 22

    Bank hybrids are dead: here's where to invest next

    In this Australian Investors Podcast episode, your host Owen Rask sits down with Kanish Chugh (from PIMCO) to discuss: - The hybrid securities market and why APRA is phasing out bank hybrids – What income investors (especially retirees) should consider in 2025 – The outlook for fixed income, bonds and private credit as interest rates fall – PIMCO’s research-backed strategy for income investors post-hybrids If you love learning about income investing, fixed income or portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – What are hybrid securities and why APRA is shutting them down by 2032 – What this means for income-focused investors and superannuation strategies – How hybrids work compared to bonds and floating rate securities – The impact of falling interest rates on income investments – PIMCO’s research into 38 hybrids and how it’s building portfolios to match risk-return – Portfolio construction: replacing hybrids with bonds, credit and active income strategies – How to evaluate ETF yields and how PIMCO builds diversified fixed income portfolios – Final thoughts on risk, private credit, and doing your research ~~ Episode Resources ~~ – PIMCO hybrid analysis – Libby Cantrill – Visit TermPlus to learn more – Learn more about PIMCO ~~ Rask Resources ~~ - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here. Learn more about your ad choices. Visit megaphone.fm/adchoices

    40 min
  7. SEP 19

    US junket insights, Santos takeover fallout & ETF strategies

    In this Australian Investors Podcast episode, your hosts Drew and Mitch dive into: – Mitch in the US: MIT nanotech, private equity & Future Proof Festival – The Santos (ASX:STO) takeover collapse and market reaction – ETF innovation in the US and lessons for Australian investors – Practical ETF selection tips and portfolio strategies If you love learning about investing, markets, and ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – What Mitch learned from MIT, Harvard, and private equity leaders in the US – How the Santos takeover collapse reshaped the energy sector – Why ETF white labelling is booming in the US and may head to Australia – Capital gains tax explained simply for investors Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest Disclaimer This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. Learn more about your ad choices. Visit megaphone.fm/adchoices

    44 min
  8. SEP 17

    China v US stocks over 100 years - who wins?

    In this Australian Investors Podcast episode, your hosts Owen Rask and guest Billy discuss: – The rise of US innovation and capital markets since WWII – China’s top-down growth model and policy-driven sectors – The Dragon ETF and capturing China’s growth themes – AI, semiconductors, and the future of global investing If you love learning about global investing, innovation, and ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – How the US built its dominance in innovation and capital markets – China’s top-down growth model and policy-driven sectors – The Dragon ETF and where China’s growth is focused – How to think about allocating to China in long-term portfolios – Final thoughts on AI, semiconductors, and future global innovation Resources for This Episode - www.globalxetfs.com.au - Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. Learn more about your ad choices. Visit megaphone.fm/adchoices

    36 min

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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