
Australian Investors Podcast
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
Latest episodes

Aug 30, 2024 • 1h 8min
Is ZIP the new Nvida stock? Plus, is the ASX 200 ex growth and Drew tackles REITs
Drew Meredith, CFP and Owen Rask dive into whether the ASX 200 (ASX:XJO) is now 'ex growth', Real Estate Investment Trusts (REITs) and preparing for retirement.Topics covered:ZIP's resultsNVIDIA resultsTyro Payments (ASX:TYR) resultsA deep dive into REITsBetashares DirectActive or passive for ASX 200?How to invest for singlesCommunity post on EX20:https://community.rask.com.au/c/asx-shares/asx-20-200-300-data-top-performersRetirement podcast:Spotify: https://open.spotify.com/show/3FzKfzDcguviugCdZjAyyHApple: https://podcasts.apple.com/us/podcast/australian-retirement-podcast/id1755721044YouTube: https://www.youtube.com/playlist?list=PLECacouYcyPsk27PZNAXIq-suzargCRzCMore great resources you'll love:Ask a question: https://bit.ly/3QtiY00Invest with Owen: https://bit.ly/R-investAccess Show Notes: https://bit.ly/R-notesMortgage Broking: https://bit.ly/broke-raskFinancial Planning: https://bit.ly/R-planProperty Coaching: https://bit.ly/R-P-coach100-point property checklist (PDF): https://bit.ly/prop-checkAccounting with Grey Space: http://bit.ly/3DG5lWSBusiness Coaching: https://bit.ly/o-coachDISCLAIMER: 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

Aug 28, 2024 • 37min
Inside Soul Patts: private equity, private credit and finding emerging companies with Dean Price and David Scammell
In their first-ever long-form interview, in this Australian Investors Podcast episode Owen Rask is joined by Dean Price, Managing Director of Credit and Emerging Companies, and David Scammell, Managing Director of Private Equity and Advisory.Both Dean Price and David Scammell are integral members in the Washington H. Soul Pattinson business, especially with regard to private equity, early stage investing and private credit.In this podcast with Soul Patts:
What is private credit?
Soul Patt's private credit investing process
Soul Patt's criteria for private equity
Examples of private investments going gangbusters
Soul Patt's 4 key thematics
How Soul Patt's tries to find emerging companies like TPG Telecom
Advice to their younger selves
Resources for this episodeSoul Pattinson's CEO Todd Barlow's first Rask interview: https://www.raskmedia.com.au/2023/04/17/asx-sol-todd-barlow/Soul Patt's website: https://soulpatts.com.au/~~ Resources you'll love ~~Invest with Owen: https://bit.ly/R-investAccess Show Notes: https://bit.ly/R-notesMortgage Broking: https://bit.ly/broke-raskFinancial Planning: https://bit.ly/R-planProperty Coaching: https://bit.ly/R-P-coach100-point property checklist (PDF): https://bit.ly/prop-checkAccounting with Grey Space: http://bit.ly/3DG5lWSBusiness Coaching: https://bit.ly/o-coachAsk a question: https://bit.ly/3QtiY00DISCLAIMER: 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

Aug 24, 2024 • 1h 7min
What the FANG is going on with ETFs? Plus results from Breville, WiseTech and Drew's Zipper
Drew Meredith, CFP and Owen Rask dive into results from Breville Group (ASX: BRG) and WiseTech Global Ltd (ASX: WTC) and answer your questions on this 2 Sense episode of The Australian Investors Podcast.ASX results:
Domino's gets dumped
WiseTech makes Richard White $1 billion richer
Breville bubbles up
Great resources:Best advice anyone received from a Rask podcastMore great resources you'll love: Invest with Owen: https://bit.ly/R-investAccess Show Notes: https://bit.ly/R-notesMortgage Broking: https://bit.ly/broke-raskFinancial Planning: https://bit.ly/R-planProperty Coaching: https://bit.ly/R-P-coach100-point property checklist (PDF): https://bit.ly/prop-checkAccounting with Grey Space: http://bit.ly/3DG5lWSBusiness Coaching: https://bit.ly/o-coachAsk a question: https://bit.ly/3QtiY00DISCLAIMER: 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

Aug 22, 2024 • 42min
USA v Emerging Markets stocks for the long haul: Antipodes' Jacob Mitchell weighs in
Jacob Mitchell is the founder and Chief Investment Officer of Antipodes, a $10 billion global investment firm known for its robust quantitative and qualitative investment framework.This is the second Australian Investors Podcast episode in which Jacob has appeared with Owen Rask. Jacob first appeared in 2019: https://www.raskmedia.com.au/2019/08/29/jacob-mitchell-on-the-australian-investors-podcast/Visit the Antipodes website: https://antipodes.com/Talking points with Jacob Mitchell
Antipodes investment process
Emerging Markets or USA?
Have the Mag7 run their race?
Will Europe ever be as good as the USA market?
How Jacob thinks about governance risks in China
The tools Antipodes use to filter global markets
Jacob's most recent personal investment
~~ Resources you'll love ~~Invest with Owen: https://bit.ly/R-investAccess Show Notes: https://bit.ly/R-notesMortgage Broking: https://bit.ly/broke-raskFinancial Planning: https://bit.ly/R-planProperty Coaching: https://bit.ly/R-P-coach100-point property checklist (PDF): https://bit.ly/prop-checkAccounting with Grey Space: http://bit.ly/3DG5lWSBusiness Coaching: https://bit.ly/o-coachAsk a question: https://bit.ly/3QtiY00DISCLAIMER: 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

Aug 19, 2024 • 50min
Look outside the ASX 20: Yarra Capital's Dion Hershan on finding value in ResMed, NextDC & more
In this episode of The Australian Investors Podcast, Yarra Capital's Dion Hershan joins Owen Rask to share the story of Yarra Capital, make the case for getting active exposure to Australia's mid caps, and profile household names, including ResMed (ASX: RMD), NextDC Ltd (ASX: NXT) and Carsales.com Ltd (ASX: CAR).Dion is Executive Chairman and Head of Australian Equities at Yarra Capital. He leads the Australian Equities team. Prior to transitioning to Yarra Capital Management, Dion was the Head of Australian Equities of Goldman Sachs Asset Management, a position he held since July 2007.Go to Yarra Capital's website: https://www.yarracm.com/australian-equities/yarra-ex-20-australian-equities-fund/ ~~ Resources you'll love ~~Invest with Owen: https://bit.ly/R-investAccess Show Notes: https://bit.ly/R-notesMortgage Broking: https://bit.ly/broke-raskFinancial Planning: https://bit.ly/R-planProperty Coaching: https://bit.ly/R-P-coach100-point property checklist (PDF): https://bit.ly/prop-checkAccounting with Grey Space: http://bit.ly/3DG5lWSBusiness Coaching: https://bit.ly/o-coachAsk a question: https://bit.ly/3QtiY00DISCLAIMER: 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

Aug 16, 2024 • 1h 19min
PME is a rocketship, Seek sucks, CBA is a flop and Andrew Page's 2 hidden ASX shares
Strawman's Andrew Page joins Owen Rask on this ASX Reporting Season episode of The Australian Investors Podcast to talk about results from Pro Medicus Ltd (ASX: PME), Commonwealth Bank of Australia (ASX: CBA), Seek Ltd (ASX: SEK).Andrew also rants about his property journey and dives into two ASX companies he really likes: Catapult Group International Ltd (ASX: CAT) and XRF Scientific Ltd (ASX: XRF).Join Strawman (before Monday!): https://strawman.com/member/landing/signup?premiumPro Medicus write-up by Claude: https://arichlife.com.au/pro-medicus-asx-pme-share-price-pops-on-phenomenal-fy-2024-results/~~ Resources you'll love ~~Invest with Owen: https://bit.ly/R-investAccess Show Notes: https://bit.ly/R-notesMortgage Broking: https://bit.ly/broke-raskFinancial Planning: https://bit.ly/R-planProperty Coaching: https://bit.ly/R-P-coach100-point property checklist (PDF): https://bit.ly/prop-checkAccounting with Grey Space: http://bit.ly/3DG5lWSBusiness Coaching: https://bit.ly/o-coachAsk a question: https://bit.ly/3QtiY00DISCLAIMER: 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

Aug 14, 2024 • 52min
Paul Clitheroe: how to invest and why you should be bullish on Australia
In this episode of The Australian Investors Podcast, Owen Rask and Paul Clitheroe talk about:1. Paul's money advice to young people2. The most common and memorable types of investment scams Paul uncovered3. Paul's personal investment strategy4. The rise of ETFs and how they change things5. How Paul gets so much conviction in Australian shares and property6. How a family investment in CSLshares create a massive flow on impact for Paul and his wife7. Paul's personal pursuits, including winning the Sydney to Hobart yacht raceResources:Paul's profile on InvestSMART: https://www.investsmart.com.au/author/paul-clitheroe/11667Nathan Bell on Rask: https://www.raskmedia.com.au/2022/10/24/nathan-bell-intelligent-investor/~~ Resources you'll love ~~Invest with Owen: https://bit.ly/R-investAccess Show Notes: https://bit.ly/R-notesMortgage Broking: https://bit.ly/broke-raskFinancial Planning: https://bit.ly/R-planProperty Coaching: https://bit.ly/R-P-coach100-point property checklist (PDF): https://bit.ly/prop-checkAccounting with Grey Space: http://bit.ly/3DG5lWSBusiness Coaching: https://bit.ly/o-coachAsk a question: https://bit.ly/3QtiY00DISCLAIMER: 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

Aug 13, 2024 • 30min
Investing with a purpose - Future Generation's Caroline Gurney
In this special episode of The Australian Investors Podcast, your host Owen Rask is joined by a very special guest CEO, Caroline Gurney, who oversees the Future Generation range of listed investment companies. Future Generation's two Listed Investment Companies (LICs) serve a dual purpose: investment returns, and giving back. The two LICs are:
Future Generation Global (ASX: FGG)
Future Generation Australia (ASX: FGX)
Australian Investors Podcast with Caroline GurneyIn this podcast discussion:
Caroline Gurney talks with Owen Rask about the role of investors in supporting and giving back to the community around them
Why the giving side of the investments industry is real and something that Caroline is highly passionate about supporting
How Future Gen selects charities to support
The investment committee and decision making process behind Future Generation
Resources
Listen to Future Generation's podcast
Future Generation Global
Future Generation Australia
~~ Resources you'll love ~~Invest with Owen: https://bit.ly/R-investAccess Show Notes: https://bit.ly/R-notesMortgage Broking: https://bit.ly/broke-raskFinancial Planning: https://bit.ly/R-planProperty Coaching: https://bit.ly/R-P-coach100-point property checklist (PDF): https://bit.ly/prop-checkAccounting with Grey Space: http://bit.ly/3DG5lWSBusiness Coaching: https://bit.ly/o-coachAsk a question: https://bit.ly/3QtiY00DISCLAIMER: 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

Aug 9, 2024 • 52min
ASX results: Audinate (ASX:AD8) is still overvalued, a punt on Pointsbet (PBH) & Credit Corp (CCP)
After falling 40%, is it possible that Audinate Ltd (ASX: AD8) shares still overvalued?Despite a capital release, is a punt on Pointsbet (ASX: PBH) worth it?And don't underestimate the return of Credit Corp Group Ltd (ASX: CCP) to the top of the ASX league tables.All that and more on this weekend's ASX Reporting Season special of The Australian Investors Podcast with Owen Rask, Chief Investment Officer of Rask Invest, and Seneca's Luke Laretive and Ben Richards.Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM~~ Resources you'll love ~~Invest with Owen: https://bit.ly/R-investAccess Show Notes: https://bit.ly/R-notesMortgage Broking: https://bit.ly/broke-raskFinancial Planning: https://bit.ly/R-planProperty Coaching: https://bit.ly/R-P-coach100-point property checklist (PDF): https://bit.ly/prop-checkAccounting with Grey Space: http://bit.ly/3DG5lWSBusiness Coaching: https://bit.ly/o-coachAsk a question: https://bit.ly/3QtiY00DISCLAIMER: 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

Aug 7, 2024 • 33min
4 factors for small cap investing, with Airlie's Will Granger
In this Australian Investors Podcast episode, Owen Rask is joined by Airlie's Will Granger to talk about small cap process, risk management and opportunity.If you like small-cap investing in Australia, this is a great episode for developing a repeatable investment process, with risk and return front of mind.Of particular note is Will's focus on Financial Strength, Business Quality, Quality of Management and Valuation. Four factors that the entire Airlie team considers before making an investment.Episode resources
Airline website: https://www.airliefundsmanagement.com.au/funds/airlie-small-companies-fund/
Invest with Owen: https://bit.ly/R-invest
Financial Planning: https://bit.ly/R-plan
Ask a question: https://bit.ly/3QtiY00
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
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. Learn more about your ad choices. Visit megaphone.fm/adchoices