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. 10 HR AGO

    Fortescue (FMG) deep dive, geared ETFs (GGBL) & Drew's 4 bagger on gold

    Are Fortescue Metals Group Ltd (ASX:FMG) shares worth the punt? In this Australian Investors Podcast episode, Owen Rask, Chief Investment Officer of Rask Invest, speaks with Drew Meredith, Director of Wattle Partners. 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: – Owen returns from Double Bay – Fortescue Metals Group Ltd (ASX: FMG) deep dive – CBOE approved for Australian IPOs – GOLD is crushing it - why?! – OpenAI is now a $US500 million private company – Q: Is it worth investing in US stocks with a Pty Ltd holding structure? – Q: How to build a 10-property portfolio – Q: Are geared ETFs like Betashares GGBL and Betashares GHHF a no brainer? Chapters (approximate) (00:00) Introduction (08:34) Fortescue ASX:FMG (15:03) Bullish – Fortescue (21:42) Cboe Global Markets (25:32) ASX Shares (29:33) Gold (Hedged) (36:39) HMC Capital ASX:HMC (39:02) OpenAI (43:59) Tax, Franking & Dividient, PTY LTD (50:00) Investment Properties (55:41) Geared funds (1:03:01) Drew's Dad Joke Resources for this episode Australian Finance Podcast Ask a question (select the Investors podcast) David Gardner's Rule Breaker Investing book Show partner resources 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

    1h 5m

  2. 3 DAYS AGO

    Alan Pullen on Magellan’s process, Alphabet’s AI search risk, Nike’s comeback and Universal Music Group

    In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Alan Pullen (Magellan Investment Partners)—in conjunction with the Australian Shareholders Association (ASA)—to unpack Magellan’s research process, position sizing and three companies piquing his curiosity right now: Alphabet/Google, Nike (and Adidas) and Universal Music Group. They cover: – Alphabet’s evolving search moat and Gen AI disruption (plus YouTube, Google Cloud and Waymo) – Nike’s stumble and potential recovery (DTC pivot, product innovation and wholesale partners) – Universal Music Group’s “toll road” economics in streaming – Magellan’s analyst workflow, incentives, and risk lens If you love learning about long-term, quality-focused global investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – How Magellan filters 1,600 stocks to ~200 quality names and vets moats, risks and reinvestment runways – Alphabet’s two-sided setup: legacy search profits vs Gen AI search, and the roles of YouTube, GCP and Waymo – Nike’s missteps (DTC pivot, weaker innovation) and what a credible turnaround could look like; Adidas as #2 and China dynamics – Universal Music Group’s bargaining power with streamers and artists, and key risks to label economics – Lessons learned: avoid leverage, start early, nurture curiosity; Howard Marks’ memos; “Bank of Dad” compounding chat with teens – Final notes and how to learn more Resources for this episode – Visit TermPlus to learn more Chapters (approximate) (00:00) Introduction (01:43) A Day in the Life of Alan Pullen (06:43) Investment Philosophy and Team Structure (14:00) The Analyst's Role in Investment Decisions (18:52) Curiosity in Investing: Companies of Interest (31:09) Exploring Sportswear Giants: Nike and Adidas (32:41) Opportunities in Athletic Wear: Nike vs. Adidas (34:08) Market Dynamics and Consumer Strategies (36:19) Contrarian Investing: Identifying Value in Downturns (37:27) Consumer Spending Trends and Economic Indicators (38:24) Universal Music Group: A Unique Investment Perspective (42:01) Risks in the Music Industry: Balancing Power (44:07) Lessons from Past Investments: The Dangers of Leverage (46:58) Investment Wisdom: Insights from Howard Marks (48:40) Advice for Young Investors: Start Early and Avoid Leverage 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. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

    54 min

  3. 3 OCT

    AGM season, BHP’s China chill, private credit lessons and cyber security ETFs

    In this Australian Investors Podcast episode, your hosts Mitchell and Drew Meredith discuss: – AGM season watch-list (BHP, Mineral Resources and more) – BHP’s China headwinds and iron ore implications – Private credit due diligence and Term Plus Q&A – Cyber security tailwinds, Asahi’s outage and ETF picks If you love learning about investing trends, ETFs and ASX news, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – AGM season preview: what we’re watching across the ASX, plus Mineral Resources governance chatter – BHP & China: iron ore dynamics when geopolitics meets markets – AP Eagers’ $1b Canadian deal: expansion risks and frameworks for offshore moves – Private credit 101: ASIC context, due diligence must-haves, and Term Plus insights with Nehemiah Richardson – Cyber security risk in real life: Asahi’s Japan outage and why cyber security spend is rising – HACK vs BUG: how we think about satellite exposure to cyber security – US government shutdowns: what history says for markets – Community & portfolios: Rask community highlights, winners/laggards, and a dad joke to finish Resources for this episode Ask a question (select the Investors podcast) REP 814 Private credit in Australia Show partner resources Visit TermPlus to learn more Chapters (approximate) (00:00) Introduction (02:29) Getting Spotted in Public (07:25) Finance News (10:32) BHP ASX:BHP (15:55) WiseTech ASX:WTC (16:50) Eagers Automotive ASX:APE (19:58) Macquarie Group ASX:MQG (24:31) Returns: Too Good to Be True (29:53) Southern Cross ASX:SXL & Seven West ASX:SWM (36:14) Nehemiah Richardson, TermPlus (36:54) Understanding Private Credit in Australia (44:58) Misconceptions in Private Credit (48:11) Due Diligence in Private Credit Investments (53:05) Asahi Japan Cyber Attack (55:07) Cyber Security Stocks (1:00:20) U.S. Government Shutdown (1:02:57) Fake Portfolios Update (1:05:48) Drew's Dad Joke 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

    1h 8m

  4. 1 OCT

    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

  5. 29 SEPT

    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

  6. 29 SEPT

    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

  7. 26 SEPT

    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

  8. 24 SEPT

    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
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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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