Australian Investors Podcast

Rask
Rask
  • 0.0 (0)
  • Investing
  • Weekly

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. Find our show notes here. 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.

  1. 3d ago

    Can AI copy your business? The trust advantage | Stripe series

    What remains valuable when AI makes software faster and cheaper to build? In this episode of the Australian Investors Podcast, Owen Rask argues that trust—not just a slick interface or a familiar logo—could become the advantage that businesses and investors need to understand. This is episode four of The Business Stack of the Future, brought to you by Stripe. Owen starts with a question from the media world: when a respected person changes platforms, is the audience loyal to the institution, the individual, or the quality of the work? He carries that question into software. If competitors can reproduce a feature quickly, customers still need confidence that a provider can protect their information, explain mistakes and deliver reliably when the stakes are high. The episode explores how organisations learn to use AI responsibly: testing tools against real tasks, reviewing failures and deciding where human oversight belongs. Owen also looks at the risk created when businesses connect suppliers, APIs and AI agents. Who has permission to access data or approve a payment—and how would you stop a bad instruction? Stripe and Luxury Escapes offer practical examples of why operational history, fraud controls and customer experience matter alongside technology. For investors, Owen suggests looking beyond size or brand recognition to ask whether a company can earn more responsibility from customers, then serve them well without costs rising at the same pace. For business owners, the challenge is to build faster without treating dependability as an afterthought. 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

    Can AI copy your business? The trust advantage | Stripe series

  2. Oct 23

    Is the US dollar losing its grip? Gold vs Bitcoin

    Are gold, copper and other commodities becoming a longer-term portfolio decision rather than a short-term trade? In this Australian Investors Podcast conversation, Owen Rask sits down with Justin Lin of Global X to explore the idea of currency debasement, fractured supply chains and the case investors are making for hard assets. Justin separates two arguments often bundled together under ‘debasement’: concern about the purchasing power of currencies, and a desire by some countries to reduce reliance on the US dollar. He explains why investors have looked at gold, infrastructure and industrial metals through those lenses—while Owen presses him on what can actually be measured, rather than simply repeated as a market narrative. Copper provides a practical example. Justin argues that trade policy, inventory moving between markets and changing demand can matter as much as the headline about AI data centres. The pair also discuss energy security and the difficulty of securing critical minerals when production and processing are concentrated in a few places. Owen asks what those shifts could mean for a diversified portfolio. The conversation then turns to portfolio construction: what role might a broad commodities fund play alongside shares and bonds, and how does exposure through commodity futures differ from owning physical assets? Justin describes the Global X BCOM ETF and its range of underlying markets, from metals and energy to agricultural products. Finally, Owen makes him choose between gold and Bitcoin over a five-year horizon. Justin makes the case for gold, while acknowledging that neither outcome is certain. Listen for the framework, the trade-offs and the questions worth asking—not a prediction you must follow. 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 episode is sponsored by Global X. 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

    Is the US dollar losing its grip? Gold vs Bitcoin

  3. Oct 20

    Private credit explained: liquidity, diversification and the risks investors miss

    Private credit has moved from an institutional niche into the portfolios of everyday investors seeking income and lower volatility. But higher income is not free: investors are paid to accept illiquidity, manager risk and the possibility that redemptions are limited when everyone wants out at once. In this episode of the Australian Investors Podcast, Owen Rask sits down with Nehemiah Richardson, CEO of Pengana Credit, to unpack how corporate private credit works and what investors should understand before committing their money. Nehemiah explains why manager selection matters when loans cannot be traded every day, how diversification across managers, industries, geographies and lending strategies can reduce concentration risk, and why the liquidity terms should match the time you can genuinely leave your capital invested. They examine the recent headlines around large US private credit funds, software exposure and redemption queues, including the difference between a genuine credit problem and a liquidity event. Nehemiah also compares Australia’s more concentrated private credit market — particularly its exposure to property and construction — with the broader opportunity set available in the US and Europe. You’ll also hear how professional investors think about underwriting, covenants, capital protection, portfolio construction and recovery when a borrower runs into trouble. The central message is simple: understand the manager, understand the assets, understand the worst-case liquidity, and do not invest in anything that cannot be clearly explained. Episode resources – Pengana – TermPlus – 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 episode is sponsored by TermPlus. 22:47 - 24:26: The portfolio is designed to support capital stability and reliable income. 24:27 - 27:15: We manage the portfolio and liquidity with the objective of meeting the relevant term and target-income commitments. 50:54 - 52:57: The objective is to provide a more diversified and resilient exposure through different market conditions. 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. The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907. You can read our Financial Services Guide at www.rask.com.au/fsg. Any views expressed are current as at 17 August 2026 and may change. TermPlus and PCX are investment products, not bank deposits. Target rates, distributions and capital are not guaranteed. Investments involve risk, including possible loss of capital and restrictions on access to invested funds. Before investing, read the relevant PDS and TMD available at pengana.com and termplus.com.au and consider whether the product is appropriate for you. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Private credit explained: liquidity, diversification and the risks investors miss

  4. Oct 16

    Firmus, small caps & Bitcoin - with Andrew Page

    My guest for this week’s 2 Sense episode on The Australian Investors Podcast is Andrew Page, founder of Strawman - Australia’s #1 small cap investment community. Andrew is a very well known commentator, investor and all round good person. I consider him to be one of the best investors I’ve ever met, and personally consider him in my top three in Australia. So I’m delighted to welcome him back to the show. Today we’ll cover three really interesting topics: small caps in Australia, the failed IPO of Firmus, and something I’ve been wanting to do for a long time - question Andrew’s take on Bitcoin. I know some of you have probably heard the last one, given his presence on various podcasts, but I want to get to the bottom of why one of the best investors I know made a decision to switch focus from a proven (and great) track record in small caps, to a digital store of wealth and currency Episode resources – Sign up with Strawman – 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

    Firmus, small caps & Bitcoin - with Andrew Page

  5. Oct 13

    AI’s pricing reset: when more productivity means less profit

    Can AI make a business more productive — and less profitable? In episode three of The Business Stack of the Future on the Australian Investors Podcast, Owen Rask explores the pricing reset behind AI and the unit economics investors need to understand. If a tool helps four people do the work of ten, charging per user could mean less revenue even while customers get more value. Owen explains the difference between paying for a seat, usage, credits and an outcome, and why a resolved customer inquiry is not the same as a chatbot attempt. Using a simple example, he shows how computing costs can eat into the economics of each successful AI result. From Intercom’s customer-support model to WiseTech’s logistics transactions, Salesforce’s agent pricing and Atlassian’s combined subscription and credits, this episode asks what customers value — and whether software businesses can measure and bill for it. Owen also looks at Stripe’s Metronome acquisition and why usage measurement and billing are becoming part of product strategy, not just back-office administration. For investors, the key is not whether a company calls its revenue recurring. It is what drives customer spending, how costs change with activity, and whether the business can keep enough of the value it creates. Owen closes with a practical lens for judging the pricing power and competitive edge of AI-era businesses. 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 episode is sponsored by Stripe. 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

    AI’s pricing reset: when more productivity means less profit

  6. Oct 11

    Scott Phillips & Jess Leung: LIVE at Her Wealth Her Way (Patchy Audio warning)

    This episode is a special recording, taken live from Her Wealth Her Way II in Sydney, and features Scott Phillips, CIO of The Motley Fool, and Jess Leung, Portfolio Manager at Global X, alongside Owen Rask. Questions are thrown live from the room, and include: 1. The trio's best and worst (dumbest) investments. 2. How to get started with investing 3. Scott's Firmus update 4. The most expensive emotion in investing And a few laughs! Thanks for listening. Warning: this podcast contains general financial advice only. It is not specific to you as it does not take into account your needs, goals or objectives. So please do not act on the information until you have spoken to your financial planner. Read the PDS and TMD of any financial product before investing. www.rask.au/fsg is where you'll find The Rask Group Pty Ltd's Financial Services Guide (FSG). Learn more about your ad choices. Visit megaphone.fm/adchoices

  7. Oct 9

    Rewind: Financial IQ vs EQ — Karen Eley on the money habits that matter

    Rewind episode: Sometimes the most useful investing lesson is not another spreadsheet. In this Australian Investors Podcast replay, Owen Rask revisits his conversation with money coach Karen Eley about financial IQ—what you know about money—and financial EQ—how you think, feel and behave when decisions get uncomfortable. The original conversation first appeared on 24 November 2025. Karen explains why understanding diversification, risk and superannuation matters, but knowledge alone does not stop fear, avoidance or an old money story from driving a decision. Together, she and Owen explore how emotional habits can shape spending, investing and even the way couples talk about finances. They ask what financial wellbeing looks like when your bank balance seems sound but you still do not feel secure. You will hear practical starting points: define success on your own terms, identify the values behind your goals, try a money-personality exercise, and notice the emotions that surface around a big purchase or a falling portfolio. Karen also shares ways to build financial literacy in small steps and have age-appropriate money conversations with children. This Rewind is a chance to ask whether your money knowledge and your money behaviour are working together. If you missed Owen and Karen’s original conversation—or want a fresh perspective on the habits behind long-term investing—start here. 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

    Rewind: Financial IQ vs EQ — Karen Eley on the money habits that matter

  8. Oct 6

    A 20 bagger on the ASX: inside Soul Patt's bets on EOS & NXG

    In this Australian Investors Podcast conversation, Owen Rask speaks with Dean Price of Washington H. Soul Pattinson about Electro Optic Systems (ASX: EOS) and NexGen Energy (ASX: NXG). Dean takes us inside Soul Patts’ relationship with EOS: a small initial equity stake, years spent learning the business, and a cash crunch that called for a different kind of support. They discuss why a loan facility, rather than a heavily dilutive share issue, mattered to the company and its existing shareholders—and what it reveals about investing as a long-term partner. The conversation then turns to NexGen and uranium. Dean explains how Soul Patts developed conviction in energy over time, why nuclear fuel supply became central to its thesis, and how growing electricity demand from data centres has changed the discussion. Owen asks how conviction translates into position sizing when an opportunity is compelling but still carries development risk. Across both stories, the bigger question is how patient capital works in practice. How do you distinguish a temporary financing problem from a broken investment case? When should you use debt, equity or both? And what can an investor with a long horizon see that a short-term trader might miss? Listen for a rare look at the research, financing decisions and portfolio thinking behind two contrasting long-term investments. 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

    A 20 bagger on the ASX: inside Soul Patt's bets on EOS & NXG
See All (752)

Trailer

Hosts & Guests

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. Find our show notes here. 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.

Information

More From Rask

You Might Also Like