Australian Investors Podcast

In this Australian Investors Podcast episode, your hosts Drew Meredith and Mitch discuss: – ASIC’s stop order on Latrobe Financial – Transurban’s planned New Zealand toll road acquisition – Reese’s (ASX:REH) buyback and market reaction – AI’s trillion-dollar investment cycle and ETF impacts If you love learning about investing, corporate Australia, and global megatrends, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!** Follow us on Instagram and TikTok for more investing insights. Topics Covered: – The top 10 most powerful people in corporate Australia for 2025 – ASIC’s stop order on Latrobe Financial and private credit concerns – Transurban’s New Zealand toll road expansion – Reese’s (ASX:REH) share buyback and capital allocation – The AI mega-investment cycle, Nvidia, and energy demand – ETF flows and whether they push up stock prices – Diversification risks in employee share schemes – Listener Q&A on borrowing against shares, ETFs, and property Resources for this episode 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

ETF portfolio manager Jess Leung from Global X joins the Australian Investors Podcast to build a $100k ETF portfolio and share her strategy for long-term investing. In this Australian Investors Podcast episode, your hosts Owen Rask and Jess Leung discuss: – Jess’s journey from stock picking to ETF portfolio management – The role of an ETF portfolio manager and the Global X approach – How to construct a $100k portfolio using Global X ETFs – Core, satellite, and thematic ETF strategies for long-term investors If you love learning about ETFs, portfolio construction and investing strategies, subscribe to the Australian Investors Podcast** on [Apple](https://podcasts.apple.com/au/podcast/australian-investors-podcast/id1414707038), [Spotify](https://open.spotify.com/show/6RhitW2pBXlhKnXPVFF5Ok), or [YouTube](https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA)! Follow us on [Instagram](https://www.instagram.com/rask.invest/) and [TikTok](https://www.tiktok.com/@rask.invest) for more investing insights. Topics Covered – Jess’s origin story and career in ETFs – The $100k ETF portfolio challenge – Portfolio construction strategies: core, satellite, and thematic exposures – Final thoughts on keeping investing simple and consistent 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 Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: [@rask.invest](https://www.instagram.com/rask.invest/) – TikTok: [@rask.invest](https://www.tiktok.com/@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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kanish Chugh from PIMCO, an expert in fixed income and portfolio management, dives into the future of income investing as the hybrid securities market faces changes. He explains why APRA is phasing out bank hybrids, what this means for retirees, and how to adapt investment strategies. The discussion covers the impact of falling interest rates, viable alternatives like bonds and private credit, and how PIMCO is utilizing research to craft resilient portfolios. A must-listen for anyone navigating the shifting investment landscape!

Mitch shares insights from his recent US trip, featuring breakthroughs in MIT's nanotech and discussions on private equity. The fallout from the Santos takeover reshapes the energy sector, while the US ETF innovation raises eyebrows and offers learning opportunities for Australian investors. Listeners gain practical ETF selection tips, including strategies for combining various funds. Plus, a simple breakdown of capital gains tax that every investor should know enhances the overall conversation. Tune in for more investing wisdom!

In this Australian Investors Podcast episode, your hosts Owen Rask and guest Billy discuss: – The rise of US innovation and capital markets since WWII – China’s top-down growth model and policy-driven sectors – The Dragon ETF and capturing China’s growth themes – AI, semiconductors, and the future of global investing If you love learning about global investing, innovation, and ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – How the US built its dominance in innovation and capital markets – China’s top-down growth model and policy-driven sectors – The Dragon ETF and where China’s growth is focused – How to think about allocating to China in long-term portfolios – Final thoughts on AI, semiconductors, and future global innovation Resources for This Episode - www.globalxetfs.com.au - Visit TermPlus to learn more 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 Investors 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Luke Larrative from Seneca shares his insights on the recent ASX reporting season, highlighting standout winners like SiteMinder and the disappointing performances of major players like CSL and CBA. He delves into the challenges faced by healthcare and retail sectors, discussing how market reactions are shaping stock valuations. The conversation also touches on ethical investing and the complexities of deep sea mining, revealing critical opportunities in small and mid-cap stocks. Tune in for valuable investment strategies and market analysis!

Dive into the valuation debate of Endeavour Group: is it really a bargain or just a bust? Explore Oracle's staggering $455 billion AI backlog and its potential underestimated value. Discover what Australia’s largest super funds are investing in and what they're steering clear of. The hosts also share insights on stock evaluation, contrasting the performance of local giants against international counterparts, while emphasizing the evolving landscape of consumer preferences in alcohol retail.

In this engaging conversation, Alex Zaika, CEO of Global X ETFs Australia and former finance professional at Macquarie and BlackRock, shares his unique journey from aspiring volleyball player to ETF leader. He discusses Global X's astounding growth to $12 billion AUM in just 10 months and explores the rising popularity of ETFs in Australia. Alex emphasizes the importance of digital advice and education for investors, while revealing personal insights on leadership and innovation in the rapidly evolving ETF landscape.

In this engaging discussion, Luke Larratt and Ben Richards from Seneca dive into the potential takeover of RPM Global, highlighting why strategic buyers like Caterpillar might offer higher bids than private equity. They analyze how to spot real investment edges, including management alignment and index inclusion. The hosts also dissect the hype around defense stocks like DroneShield and Elsight versus their actual fundamentals. Listener inquiries on companies like Smart Parking and Objective Corp provide additional insights into smart investment strategies.

Discover why gold is gaining traction as a safe investment and its strategic role in portfolios. The discussion dives into whether Google is undervalued, especially with the AI revolution on the horizon. Tune in for insights on Endeavour Group—should you buy, hold, or sell? There's also a focus on building risk-adjusted portfolios and navigating the current economic landscape. The conversation is filled with financial humor and practical advice, perfect for both novice and seasoned investors!