Australian Investors Podcast

Rask
Australian Investors Podcast

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. 14 HR AGO

    Unlocking value in deeply discounted LICs around the world

    The Staude Capital Global Value Fund Limited (ASX: GVF) is a unique listed investment company for a few reasons. Firstly, it invests in heavily discounted investment vehicles all over the world. There’s no other ASX listed vehicle that does this (to our knowledge anyway). And secondly, they are a husband and wife team who have just celebrated the funds ten year anniversary. In this episode we dive deep on the investment philosophy that has seen the fund return over 11%pa since inception. How they find and evaluate opportunities and how you can take their approach to find quality, undervalued opportunities in the Australian listed investment company space as well. We loved this episode and hope you do too.  Additional resources: Link to the GVF website GVF celebrates ten years - a recap Ratings house, Lonsec’s independent review of GVF The Association of Investment Companies - for those interested in the LICs scene in the UK Ice breakers What ignited the spark for Emma and Miles to start investing Who were or are still your mentors? How does a husband and wife team end up saying “hey let’s do this together” Your process The GVF investment process through the lens of the analysis of the company's performance. How do these investors in listed investment companies unlock the value that is in the discount? Deep value often appears in sectors or geographies all at the one time, how do they think about portfolio weights and balancing exposures in these opportunities? What is the turnover of the GVF portfolio? How do you balance the duration of a possible investment in your portfolio? How should someone view GVF in terms of asset allocation? Advice for the Australian LIC investor: How does Australia compare to other countries when it comes to closed ended listed investment vehicles. Why should the individual investor look at the UK as their first stop when looking outside Australia for LICs What are the top things to look for when selecting a listed investment company (LIC) in Australia Personal reflections: What character traits in each other do you most admire when it comes to building a company together? What advice would you go back and give your younger self? We’re going for lunch anywhere in the world, where are we going? Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  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 3m
  2. 2 DAYS AGO

    Bitcoin ETFs Explained: How to Invest in Crypto with EBTC

    In this episode of The Australian Investors Podcast, Mark Joachim, Senior Product & Investment Strategist at Global X ETFs Australia, explores the world of Bitcoin ETFs. They cover: What Bitcoin ETFs are and how they work The benefits of using an ETF instead of buying Bitcoin directly How Global X’s EBTC ETF provides crypto exposure The risks and fees associated with Bitcoin ETFs How to decide if a Bitcoin ETF belongs in your portfolio Different ways investors use Bitcoin ETFs for diversification If you enjoy this episode, subscribe for more on Apple, Spotify, YouTube, or wherever you get your podcasts! Follow us on Instagram and TikTok for more investing insights. Topics Covered Welcome & Introduction Who is Mark Joachim & What is Global X? What are Bitcoin ETFs and how do they work? How Bitcoin ETFs compare to buying crypto directly Why institutional investors are moving into Bitcoin ETFs How EBTC is structured and what investors need to know The role of custodians like Coinbase in securing Bitcoin Understanding Bitcoin ETF fees & risks How Bitcoin ETFs fit into an investment portfolio Final thoughts and how to learn more Resources for this episode 📄 Learn more about Bitcoin ETFs & EBTC: EBTC - Global X Bitcoin ETF 📄 More about Global X ETFs: Global X ETFs Australia ~~ Show partner resources ~~ 💰 Join Pearler using code “RASK” for $15 of Pearler Credit - Sign up here 📊 Get 50% off your first two months using PocketSmith - Try it now 📈 View BetaShares' full range of funds - See more ~~ Rask resources ~~ 🔗 Explore all Rask services - Click here 📋 Learn about Rask Financial Planning - Find out more 📈 Start investing with Rask - Get started 📜 Access Show Notes - Read more ❓ Ask a question (select the Finance Podcast) - Submit here 📲 Follow us on social media: 📸 Instagram: @rask.invest 🎵 TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. It does not take into account your personal objectives, financial situation, or needs. Always consider whether the information is appropriate to your circumstances before making investment decisions. If you’re unsure, consult a licensed financial planner. We do not guarantee the accuracy of the information in this podcast, including financial, taxation, and legal details. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial adviser, or financial planner. Access The Rask Group's Financial Services Guide (FSG) for more information. #invest #RaskInvest #ASX #bitcoin #ETF Learn more about your ad choices. Visit megaphone.fm/adchoices

    12 min
  3. 4 DAYS AGO

    Market timing, tools for ETF investors & $10,000 update, ft. Rask's Head of Advice Gemma Mitchell

    In this episode, Owen Rask is joined by Gemma Mitchell, Rask's Head of Advice, who steps in for Drew Meredith while he is away. This week, Gemma & Owen are answering your questions, plus a quick update on how the $10,000 portfolios. Topics covered today: What are buybacks, and why do companies offer them? Diversifying inside vs. outside super Optimising dollar-cost averaging What is momentum investing? How to identify crossovers in your ETFs' asset allocations Resources for this episode Rask financial advice: https://www.rask.com.au/advice/ ETF fund compare- Compare ETFs - Fund Comparison Tool | Vanguard Ask a question (select the Investment podcast): https://bit.ly/R-quest  ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  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

    49 min
  4. 19 MAR

    Building Better Portfolios with Fixed Income & ETFs – PIMCO’s Kanish Chugh

    Introduction In this Australian Investors Podcast episode, your host Owen Rask is joined by Kanish Chugh, Head of ETF Sales at PIMCO Australia, to discuss: The role of fixed income in a portfolio How ETFs provide professional-grade access to bonds PIMCO’s new range of fixed income ETFs Why now might be the right time to allocate more to bonds This is a sponsored episode If you love learning about ETFs, bonds, and 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 Welcome & Introduction Who is PIMCO? Understanding the Global Investment Giant Why Fixed Income ETFs Matter More Than Ever How Bonds Work & Their Role in a Portfolio PIMCO’s New Fixed Income ETF Range The Case for Bonds in 2025 & Market Outlook Final Thoughts & How to Learn More Resources for This Episode 📄 Explore PIMCO’s Fixed Income ETFs & Bond Insights: PIMCO's Australian Website: https://bit.ly/3FyV7vb See PIMCO's Current ETF Offerings: https://bit.ly/4bXhUNo ~~ 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 Investor 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 #ETFs #FixedIncome #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

    49 min
  5. 14 MAR

    Is CSL a Buy? Iron Ore, Gold & Portfolio Lessons

    In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: CSL stock – is it a buy at these levels? Iron ore prices holding strong at $100 per tonne Gold’s massive rally – what’s driving it? Portfolio positioning during a volatile market Lessons from past market crashes – are we in for another GFC? If you love learning about investing and market trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered & Timestamps 0:00 – Welcome & Introduction 4:15 – CSL Stock: Is It a Buy? 12:30 – Iron Ore Prices Holding at $100 per Tonne 18:45 – Gold Surges – Should Investors Be Paying Attention? 27:10 – Is This Another Financial Crisis? 34:55 – Portfolio Lessons from Market Downturns 45:20 – Market Predictions & Final Thoughts Resources for This Episode 📄 Learn More About This Topic: Baby Boomers Face Lasting Retirement Hit In Extended Stock Rout – Bloomberg Mnuchin Discounts US Recession, Says Stock Retreat ‘Makes Sense’ – Bloomberg Rask $10,000 Portfolio Challenge – Rask Media ~~ 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 Investor 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
  6. 13 MAR

    David Tagg: Unlocking Private Credit, Income & Investment Opportunities

    In this Australian Investors Podcast episode, your host Owen Rask speaks with David Tagg, Head of Investments at La Trobe Financial, about the booming private credit market. They discuss: What private credit is and why it’s gaining popularity How investors can earn passive income with private credit The risks and opportunities in alternative investments How private credit compares to traditional fixed income and equities If you like this Australian Investors Podcast episode on private credit investing, subscribe for weekly episodes on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered & Timestamps 0:00 – Welcome & Introduction 5:15 – What is Private Credit & Why Does it Matter? 10:45 – The Growth of Private Credit After the GFC 15:30 – Private Credit vs Traditional Investments 20:20 – Income Generation & Risk in Private Credit 25:40 – The Role of Private Credit in a Portfolio 30:10 – How Interest Rates Impact Private Credit 35:00 – Understanding La Trobe Financial’s Investment Approach 40:20 – How Investors Can Access Private Credit 45:10 – Future Trends in Private Credit & Alternative Investing 50:00 – Final Thoughts & How to Learn More Resources for This Episode 📄 Learn More About Private Credit & Income Investing: La Trobe Financial - https://www.latrobefinancial.com.au/?utm_source=rask ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Learn about Rask 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 Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest RASK 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. LATROBE DISCLAIMER - https://www.raskmedia.com.au/2025/03/13/private-credit-explained/ #PrivateCredit #Investing #Income Learn more about your ad choices. Visit megaphone.fm/adchoices

    45 min
  7. 7 MAR

    Australian ETFs to hit $300 billion & is Computershare (ASX:CPU) a buy?

    Will ASX ETFs hit $300 billion in total investments in 2025? Is Computershare Ltd (ASX: CPU) a good stock to buy? Time to buy RPMGlobal Holdings Ltd (ASX: RUL)? On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for questions and answers, where they would invest a massive lump sum, how to invest in private markets via an SMSF, discuss the opportunity within active small cap ETFs like FCAP, and more. ~~ Episode resources ~~ $10,000 portfolio challenge: https://www.raskmedia.com.au/portfolio ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest 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 #ASX #investing Learn more about your ad choices. Visit megaphone.fm/adchoices

    57 min
  8. 5 MAR

    Gold, gold & more gold - can the gold price rally continue?

    Is the gold price rally sustainable? What are the best gold ETFs? In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask, speaks with Global X ETFs Australia's Marc Jocum about everything gold investing related.  If you like gold investing, crypto or learning how to build an 'All Weather' portfolio, discover this episode on gold investing and gold ETFs. If you think this Australian Investors Podcast episode is spot on, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. This is a sponsored episode of The Australian Investors Podcast by long-time partner, Global X ETFs Australia. Topics covered today: Why did gold rally 30% in 2024? Gold price drivers How do gold ETFs work? What's the difference between GOLD and GXLD from Global X? Is gold a defensive or growth investment?  Didn't Warren Buffett buy gold? Resources for this episode Learn more about Global X's GOLD ETFs Ask a question about gold investing (select the Investors podcast) Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan  Invest with us: https://bit.ly/R-invest  Access Show Notes: https://bit.ly/R-notes  Ask a question: https://bit.ly/R-quest  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 #stockmarket #gold Learn more about your ad choices. Visit megaphone.fm/adchoices

    41 min

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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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