Australian Investors Podcast

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Rask
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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

  1. 1d ago

    The business stack of the future: why modern companies scale faster

    In this Australian Investors Podcast episode, Owen Rask explores why the business stack of the future may be changing investing faster than most markets really appreciate today. Starting with Stripe’s 2025 annual letter, Owen breaks down four business clocks now speeding up at once: how fast companies can build, distribute, monetise and scale. He explains why APIs, cloud software, AI tools and global payments infrastructure are compressing the path from idea to paying customer. This is not just an AI hype story. Owen looks at what faster growth means for investors, including why power-law winners may pull away harder, why weaker competitors can still launch more easily, and why speed is not the same thing as durability. Using Stripe, Anthropic and WiseTech, he shows how stronger products can create reinforcing flywheels of usage, revenue, talent and trust. He finishes with a practical framework for analysing fast-growing businesses: what has actually become faster, what reinforces the lead, whether the economics improve with scale, whether the infrastructure itself is an advantage, and what headline number you are really looking at. If you want a clearer lens on AI, software infrastructure and modern business economics, this episode is a smart place to start. Episode resources – Speak with the Rask Advice team – Ask a question (select the Investors podcast) Show partner resources – ETF investor? Go beyond ordinary with Global X: View all funds – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit – Whatever comes next for your business, power it with Stripe 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

    The business stack of the future: why modern companies scale faster

  2. 3d ago

    17 retirement mistakes Australians still make

    In this Australian Investors Podcast episode, Owen Rask puts Drew Meredith on the spot with a rapid-fire challenge: name the retirement mistakes Australians keep making before they quietly cost serious money. What follows is a practical checklist covering longevity risk, inflation, poor diversification, not reviewing super often enough, taking the wrong level of risk, carrying debt for too long, missing pension opportunities, overthinking aged care and even helping adult kids more than your plan can afford. From there, the conversation widens into the market issues shaping retirement portfolios right now. Owen and Drew unpack what higher bond yields actually mean for income-seeking investors, why bonds can suddenly look more attractive relative to shares, and how falling property prices might create both hesitation and opportunity. They also touch on private credit, the role of realistic budgeting, and the danger of assuming your retirement spending will follow a straight line. The final stretch takes on the broader investing backdrop, including Apple, AI capex and the latest bubble debate, but the heart of this episode is still simple: avoid the big retirement errors before they become expensive ones. If you want clearer thinking on retirement income, portfolio construction and the trade-offs investors face when rates stay higher for longer, this episode is well worth your time. Episode resources – Buy Gemma’s book “The Money Reset” – Speak with the Rask Advice team – Ask a question (select the Finance podcast) Episode resources – Speak with the Rask Advice team – Ask a question (select the Investors podcast) Show partner resources – ETF investor? Go beyond ordinary with Global X: View all funds – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit – Whatever comes next for your business, power it with Stripe 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 The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs. Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision. Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk. The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907. Learn more about your ad choices. Visit megaphone.fm/adchoices

    17 retirement mistakes Australians still make

  3. 6d ago

    Property without the mortgage? Andrew Parsons on REITs and real assets

    In this Australian Investors Podcast episode, Owen Rask sits down with Andrew Parsons, chief investment officer and founding member of Resolution Capital, to unpack a market many Australians overlook: listed property and real assets. Andrew explains why so many investors feel comfortable with residential property but get stuck when the conversation shifts to REITs, commercial real estate and infrastructure. He breaks down what listed property actually is, why liquidity matters more than most people realise, and how investors can think differently about income, volatility and long-term wealth creation. The conversation explores the real differences between residential property, commercial property and infrastructure, including where regulation, supply and leverage can change the risk profile. Andrew also shares what he is watching in 2026, why construction and debt conditions matter so much to returns, and how to separate a cheap asset from a genuine opportunity. If you want a clearer framework for thinking about REITs, real assets, active management and portfolio diversification, this episode is well worth your time. It is a practical discussion about demand, supply, balance sheets and compounding for investors who want property exposure without buying a single house or apartment. Episode resources – Resolution Capital – Speak with the Rask Advice team – Ask a question (select the Investors podcast) Show partner resources – ETF investor? Go beyond ordinary with Global X: View all funds – Visit TermPlus to learn more – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit – Whatever comes next for your business, power it with Stripe 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

    Property without the mortgage? Andrew Parsons on REITs and real assets

  4. Aug 30

    How to build passive income with ETFs: Marc Jocum on yields, bonds and risk

    In this Australian Investors Podcast episode, Owen Rask sits down with Marc Jocum from Global X for episode three of the portfolio construction series, this time focusing on income: what it is, where it comes from, and why most investors start in the wrong place. Marc explains why income investing should begin with goals, not yield. Whether you are nearing retirement, supplementing your salary or funding a future expense, the job of an income portfolio changes depending on what you actually need it to do. From there, he breaks down the different engines that can produce income, including dividends from equities, coupons from fixed income and option premiums from covered call strategies. The conversation also tackles one of the biggest traps in ETF and share investing: chasing headline yield. Marc explains why trailing yields can be misleading, how special dividends and capital gains can distort the numbers, and why investors need to understand the source and sustainability of income before buying anything. They also unpack sequencing risk, the role of bonds and floating-rate credit, why total return still matters, and how investors can think about blending defensive and growth assets across different life stages. Marc finishes with practical ETF ideas across Australian bank credit, US Treasuries, high dividend shares and covered calls. If you want a more thoughtful framework for building income from a portfolio, this episode is packed with practical ideas. Episode resources – Speak with the Rask Advice team – Ask a question (select the Investors podcast) Show partner resources – ETF investor? Go beyond ordinary with Global X: View all funds – Visit TermPlus to learn more – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit – Whatever comes next for your business, power it with Stripe 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

    How to build passive income with ETFs: Marc Jocum on yields, bonds and risk

  5. Aug 28

    WTC, NWL, HUB, WOW & MFG - reporting season special

    In this Australian Investors Podcast episode, Owen Rask and Drew Meredith dive into the busiest stretch of reporting season and ask what the latest results are actually telling investors. From Woolworths and Coles to WiseTech, GQG, Netwealth, Hub24, Zip and Magellan, the conversation stays focused on the difference between short-term noise and real business quality. They start with Woolworths, where the surprisingly powerful Ooshies campaign opens a broader discussion about pricing power, digital execution and why big incumbents can still surprise the market. That naturally leads into Coles, before Owen and Drew unpack WiseTech's latest result, the softer revenue-growth outlook, governance noise and the key question hanging over CargoWise: is the moat still as strong as investors think? Along the way, they debate whether good news can still send a stock lower, why inflation can flatter reported sales growth, and how investors should separate a big share-price move from a broken thesis. They also compare Woolworths and Coles on market positioning, question whether platform valuations already price in perfection, and touch on Zip, Bendigo Bank and listener questions around portfolio construction. The episode moves through GQG's rapid pivot back into big tech, the sticky economics behind Netwealth and Hub24, and what Magellan's reshaping into a broader financial services business could mean for investors. If you want a practical recap of the ASX names dominating headlines right now, plus a clearer framework for thinking during reporting season, this episode is worth your time. Episode resources – Speak with the Rask Advice team – Ask a question (select the Investors podcast) Show partner resources – ETF investor? Go beyond ordinary with Global X: View all funds – Visit TermPlus to learn more – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit – Whatever comes next for your business, power it with Stripe 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

    WTC, NWL, HUB, WOW & MFG - reporting season special

  6. Aug 26

    A 15-stock portfolio that wins, ft. Stephen Arnold

    In this Australian Investors Podcast episode, Owen Rask sits down with Stephen Arnold from Aoris to unpack a timeless investing idea that often gets lost in noisy markets: a share is not a trade, it is part-ownership of a business. Stephen explains how his early career in credit, global investing and business analysis shaped the Aoris philosophy, and why quality, durability and valuation discipline still sit at the centre of his process. He and Owen explore what it really means to think like an owner, why a concentrated portfolio can still be sensible when the underlying businesses are strong, and how investors can stay grounded when markets become obsessed with themes like AI. The conversation also digs into patience, humility and transparency. Stephen shares why Aoris keeps questioning its own assumptions, why process matters more than fashion, and why clients deserve a clear understanding of what is owned and why. Along the way, he reflects on finding his true north early, building Aoris to do one thing well, and why durable businesses and durable investment processes often come from the same habit: staying simple, asking better questions and resisting complexity for its own sake. If you want a calmer framework for thinking about quality investing, portfolio construction and long-term decision-making, this episode is a sharp reminder that curiosity, simplicity and discipline still matter. Episode resources – Emerging markets research – M&A - most acquisitions fail – Aoris portfolio and website – Speak with the Rask Advice team – Ask a question (select the Investors podcast) Show partner resources – ETF investor? Go beyond ordinary with Global X: View all funds – Visit TermPlus to learn more – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit – Whatever comes next for your business, power it with Stripe 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

    A 15-stock portfolio that wins, ft. Stephen Arnold

  7. Aug 21

    WiseTech raided, Moderna pops 170%, Pro Medicus & CSL jump on results

    Owen Rask and Drew Meredith break down the WiseTech Global (ASX: WTC) ACCC raid, Moderna’s (NASDAQ: MRNA) extraordinary cancer vaccine breakthrough, and the latest ASX reporting season results from Pro Medicus (ASX:PME), CSL Ltd (ASX:CSL), Challenger (ASX:CGF) and XRF Scientific (ASX:XRF). WiseTech Global (ASX: WTC) shares plunged after the Australian Competition and Consumer Commission (ACCC) executed a search warrant at the logistics software giant as part of an investigation into alleged competition law breaches. Meanwhile, in the US, Moderna (NASDAQ: MRNA) shares exploded higher after Moderna and Merck announced positive Phase 3 results for their personalised mRNA cancer vaccine in patients with high-risk melanoma — one of the biggest single-day moves we’ve seen in a major biotechnology stock. And it’s reporting season in Australia. Owen Rask and Drew Meredith dig into the latest FY26 financial results from some of the ASX companies investors are watching most closely, including Pro Medicus Limited (ASX: PME), CSL Limited (ASX: CSL), Challenger Limited (ASX: CGF) and XRF Scientific Limited (ASX: XRF). Topics covered – WiseTech Global (ASX: WTC): the ACCC search warrant, competition concerns, the WiseTech share price fall and what investors should actually focus on – Moderna (NASDAQ: MRNA): the personalised mRNA melanoma vaccine being developed with Merck, the positive Phase 3 trial and why the Moderna share price surged – Pro Medicus (ASX: PME): breaking down the FY26 result and what the latest numbers mean for the Pro Medicus investment thesis – CSL (ASX: CSL): FY26 results, the healthcare giant’s reset and what investors should watch next – Challenger (ASX: CGF): FY26 financial results and the outlook for one of Australia’s largest retirement income businesses – XRF Scientific (ASX: XRF): the small-cap ASX company’s latest financial results and long-term growth story – Why share price volatility can create both risk and opportunity for long-term investors – How Owen and Drew think about company results, valuation, market expectations and changing investment theses during ASX reporting season If you invest in Australian shares, ASX stocks, growth stocks or US shares, this episode is a practical look at what is moving markets right now — and how long-term investors can separate important information from short-term stock market noise. Subscribe to the Australian Investors Podcast for twice-weekly conversations about investing, ASX shares, global stocks, ETFs, portfolio management, business, psychology and long-term wealth creation. Episode resources – Speak with the Rask Advice team – Ask a question (select the Investors podcast) Show partner resources – ETF investor? Go beyond ordinary with Global X: View all funds – Visit TermPlus to learn more – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit – Whatever comes next for your business, power it with Stripe 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

    WiseTech raided, Moderna pops 170%, Pro Medicus & CSL jump on results

  8. Aug 18

    How to build the growth side of your portfolio with Billy Leung from Global X

    In this Australian Investors Podcast episode, Owen Rask sits down with Billy Leung from Global X for episode two of the portfolio construction series, this time focusing on the part of investing that attracts the most attention: growth. Billy explains why the first decision is not picking a hot ETF but understanding asset allocation, equity exposure and where growth actually comes from. He unpacks why Australian investors can end up too concentrated at home, why the local market behaves differently to global markets, and why sectors that reinvest for compounding can look very different from sectors built around distribution. The conversation also explores a common investor trap: chasing whatever has just gone up the most. Billy explains how to think about sustainability, valuation and whether a theme is pricing in too much future optimism. AI, semiconductors, cloud infrastructure and China tech all come up as case studies in how to separate structural growth from short-term excitement. They finish with a practical framework for building the growth sleeve of a portfolio: start broad, then narrow with intention. Billy shares three ETFs to research further, including global AI exposure, AI infrastructure and China technology, giving investors a clearer way to think about growth without treating every trend as a green light. If you want a smarter lens on growth investing, thematic ETFs and portfolio construction, this episode is a practical next step. Episode resources – Speak with the Rask Advice team – Ask a question (select the Investors podcast) Show partner resources – ETF investor? Go beyond ordinary with Global X: View all funds – Visit TermPlus to learn more – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit – Whatever comes next for your business, power it with Stripe 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

    How to build the growth side of your portfolio with Billy Leung from Global X
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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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