How the US election will impact your portfolio, Owen Rask reveals his portfolio & shackles are off at OpenAI

4 snips

Oct 6, 2024

In this discussion, Owen Rask, the founder of Rask and chief investment officer of Rask Invest, reveals key insights from his investment portfolio, including the one stock he continues to hold and his approach to ETFs. He explores how the US elections affect market trends and what investors should consider. The conversation also dives into the impact of US dock workers' strikes on the economy and discusses the implications of OpenAI's transition to a for-profit model. Get ready for some enlightening investment strategies!

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Intro

00:00 • 2min

Investing Insights and Portfolio Revelations

01:39 • 2min

Dock Worker Strikes and AI Disruptions

03:12 • 9min

Examining the Influence of US Elections on Stock Market Trends

12:01 • 2min

Election Year Market Dynamics

13:42 • 5min

Investing Through Elections

18:38 • 9min

Investing Insights: ETFs and American Dominance

28:02 • 8min

Navigating Investments: US Election, Portfolio Insights, and OpenAI Developments

35:43 • 2min

Over the past few weeks, both Bryce and Ren have revealed their full portfolios. On today’s episode, we speak to Owen Rask and ask him what is in his portfolio.

Find out the 1 individual stock (yes, just one!) that Owen continues to hold, how he approaches ETFs and managed funds and the big change he made to his portfolio a couple of years ago.

That's not all we cover in a big episode of Equity Mates:

The US dock workers strike and how it could affect Australia
OpenAI's latest funding round and Sam Altman's big payday
How US elections affect stock markets
What is in Owen Rask's portfolio

**A quick note: Between recording and releasing this episode, the US dock workers paused their strike until 15 January. So the discussion about how the strike could impact the global economy is now outdated, but may become relevant again post 15-January**

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