Australian Investors Podcast

Tony Crescenzi, Executive Vice President and Market Strategist at PIMCO, shares decades of wisdom on navigating the evolving global monetary order. He discusses PIMCO's defensive investment strategy and the significant role of high-quality bonds in today’s market. Crescenzi highlights the rising influence of China's managed currency and the implications for the US dollar. He reflects on personal investment lessons and the future of the 60/40 portfolio model, maintaining an optimistic outlook amid economic uncertainties.

In this discussion with Chris Bedingfield, an experienced real estate investor from Quay Global Investors, listeners explore why global REITs present significant opportunities often overlooked in the market. Chris highlights the importance of replacement cost in real estate valuation and contrasts the differing structures of Australian and global REITs. He reveals promising sectors such as housing, self-storage, and senior living, while advocating for a diversified investment approach. Listeners will gain insights into navigating market risks and the benefits of patience in investing.

A dramatic 20% drop in DroneShield's stock raises eyebrows after CEO Oleg Vornik sells $49.5 million in shares. The hosts analyze whether this insider selling signals trouble ahead. They also explore Flight Centre's steep decline and its potential as a buying opportunity with a solid dividend yield. Plus, they tackle pressing questions about company recoveries post-scandal, strategies for hedging geopolitical risks, and the appeal of investing internationally. Get ready for a mix of market insights and investment strategies!

Eric Foran, a senior investment professional at Coller Capital with 15 years in private equity secondaries, shares insights on this unique market. He explains how investing halfway through a fund reduces risk and offers liquidity to early-exiting investors. With the secondary market exceeding $200 billion, Eric discusses the drivers of discounts and expected returns. He highlights how Coller strategically sizes transactions and the importance of relationships in sourcing deals, plus tips on portfolio allocation with secondaries.

Blake Hutchison, CEO of Flippa and expert in online asset marketplaces, shares insights on the booming digital business landscape. He discusses how Flippa became the largest platform for buying and selling digital ventures. Blake highlights the rising interest in Shopify, YouTube, and AI businesses, alongside the challenges of lower valuation multiples for small digital firms. He also explores the unique infrastructure supporting online M&A, the importance of deal flow, and shares valuable advice for aspiring entrepreneurs.

Michael "Mike" Kemp is a multiple-time author, super-successful private investor, former dentist, student of history and former analyst at Barefoot Investor.  This podcast is the extended version of what's already appeared on The Australian Finance Podcast. It was also FILMED. In this special episode, Mike Kemp joins Owen Rask and Kate Campbell for a discussion about history, the future, human nature, his investment process, economics and living a life of purpose. VIDEO VERSION: https://youtu.be/u_oH7AU0DyU Episode resources: Mike's Book: ⁠The Ulysses Contract⁠ (Booktopia) ⁠Devil Take the Hindmost: A History of Financial Speculation⁠ ⁠Thinking Fast and Slow⁠ ⁠The Psychology of Money: Timeless lessons on wealth, greed, and happiness 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

Rob Mead, a managing director at PIMCO with 36 years in fixed income, shares his insights on the current bond market. He discusses the significance of timing and how 95% of a bond's return hinges on its starting yield. With PIMCO's new EARN ETF, he emphasizes opportunities for high returns despite falling term deposits. Mead explains the importance of active management in today’s volatile market and why equities investors should consider diversifying with bonds. He also offers practical advice for using ETFs in portfolio strategies.

Jess Leung, a portfolio manager at Global X ETFs, dives into the world of ETFs with insights on their structure and risks. She explains how ETFs offer diversification and liquidity while discussing market makers' roles. Jess debunks the notion of an ETF bubble, highlighting that they aren't the root cause of market issues. Key considerations for investors include maintaining an emergency fund and avoiding emotional trading. With a focus on current trends, she notes where money is flowing in the ETF space, particularly towards gold and international equities.

Two major companies, WiseTech and CSL, faced harsh market crashes after serious allegations and downgrades. The hosts debate the potential of these crashes as buying opportunities. They also highlight a remarkable 74% surge in uranium ETFs and discuss the implications for investors. Listeners learn about the significance of portfolio construction, including risks of over-diversification. Lastly, they unveil their top stock picks for the future, aiming to guide listeners through the turbulent investment landscape.

In this Australian Investors Podcast episode, your host Owen Rask chats with Scott Carmichael of Escala Partners about: – How wealthy families build and preserve wealth – The challenges of transferring wealth across generations – Investment strategies for newly exited business owners – Traits of successful families and the importance of governance If you love learning about wealth management, succession planning, and investing for the long term, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – The T1, T2, T3 framework for family wealth – Scott’s career journey from investment banking to Escala Partners – How ultra-wealthy families create wealth (and the traits they share) – What “day one” looks like after selling a business – The role of investment policy statements (IPS) in long-term wealth planning – Why communication and governance are critical to prevent wealth loss – Lessons families can pass on that aren’t financial – Scott’s advice to his younger self about money and life Resources for this episode - Ask a question (select the Investors podcast) Show partner resources 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