Australian Investors Podcast

Qiao Ma, Portfolio Manager at Munro Partners, has an extensive background in finance, including experience at Lehman Brothers. In an engaging discussion, she reveals what truly makes a stock a 'killer' investment. Qiao shares insights on surviving the GFC and why founder-led companies often outperform others. She emphasizes the importance of control in long-term investing and offers thoughtful advice for young investors, underlining the significance of authenticity and mentorship in their financial journeys.

Discover how the wealthy accumulate and manage their fortunes through strategic business ownership and diverse investments. The hosts dive into where they'd allocate a hypothetical $10 million in 2025, balancing personal and community impact. They also tackle the debate between dividend ETFs and growth ETFs, emphasizing the importance of both in investment growth. Plus, learn tips on effectively managing large cash amounts while considering personal circumstances, like the shift to electric vehicles. Join the fun with engaging humor and community interactions!

The hosts delve into the art of setting and achieving financial goals, sharing tips on breaking them down into manageable tasks. They explore what goes wrong with client goals and the importance of aligning them with personal values. The discussion shifts to investing a six-figure inheritance, advocating for diversification and education in financial management. Listeners are guided through the evolving landscape of financial planning, along with insights on navigating market fluctuations and retirement investments, all sprinkled with humor.

Marie Verkakis, an experienced therapist and mental health educator, shares insightful perspectives on the psychology of money. She discusses how our relationship with money affects investments and management. Marie emphasizes identifying personal money issues and the financial superpower that comes from a strong relationship. Listeners learn practical tips for discussing finances with partners and family members, as well as strategies to unpack harmful money habits, ultimately promoting healthier financial interactions.

A thrilling $10,000 investment challenge unfolds, with teams crafting diverse portfolios for 2025. The hosts dissect innovative strategies, spotlighting high-potential sectors like geothermal energy and the Australian resources market. Engaging discussions feature promising stocks, including NVIDIA and ResMed, while emphasizing the importance of balanced investments. Listeners learn about tracking tools and community engagement, all wrapped in a fun and humorous package. The challenge promotes smart investing while reminding everyone to seek professional advice!

Grant Hackett, CEO of Generation Development Group and former Olympic swimmer, shares his journey from the pool to the boardroom. He discusses the leadership principles he applies from sports to manage his team effectively. Grant dives into investment bonds, explaining their tax benefits and rules like the 10-year and 125% regulations. He also addresses potential superannuation changes and how those impacts investment decisions. His insights on personal growth and navigating challenges make for an engaging listen.

Joe Aston, a financial journalist and author of "The Chairman's Lounge," digs into astute corporate ethics and the cozy relationship between businesses and politicians. He shares how he uncovers captivating stories and discusses the ominous influence of power among business leaders. Aston critiques Qantas' monopoly and the implications of exclusive clubs like the Chairman's Lounge. He reflects humorously on his younger self's choices, emphasizing the need for integrity in journalism and the importance of regulating corporate power for a fairer society.

Jamie Nemtsas, a financial advisor and director at Wattle Partners, shares his insights on ETF investing and market predictions. He discusses the risks associated with concentration in portfolios, particularly in tech sectors. The conversation dives into comparing the S&P 500 and NASDAQ 100 ETFs. They also explore strategies for uncertain markets and the importance of managing longevity risk in retirement planning. With a festive vibe, the hosts share lessons learned and enjoy light-hearted banter, making finance engaging for all.

Welcome to Rask's 2024 Year in Review. This episode features snippets from an Olympian, Therapist, CEO, Influencers, Authors, Founders and more!Episodes to watch next (in order of first appearance in the Review):John Addis, leukaemia and dealing with uncertainty: https://www.raskmedia.com.au/2024/10/07/john-addis-book-how-not-to-lose-1-million/Grant Hackett, bad times don’t last forever: https://www.youtube.com/watch?v=JLoIKV68-hwMarie Verkakis (to be released), therapist: https://youtu.be/f6EH6yHzzesDave Gow, early retirement & looking inward: https://www.youtube.com/watch?v=UjoGibsgPG0Tim Duggan, working less: https://www.youtube.com/watch?v=kzk7toGCycQ Brian Hartzer, coaching kids: https://www.youtube.com/watch?v=xaFC9Pp2DPMQiao Ma (to be released), Lehman lessons & killer companies: https://youtu.be/xh2D5FAR1mAAngus Donohoo, Crypto Gandi: https://www.raskmedia.com.au/2024/10/02/angus-donohoo-dating-apps/Joe Aston, journalist & power abuse: https://youtu.be/Vu6FFGcsUBUPhil Lowe, former RBA governor: https://www.raskmedia.com.au/2024/11/27/phil-lowe-caroline-gurney-investing-on-purpose/Paul Clitheroe, bullish on Australia: https://www.youtube.com/watch?v=AikPhtqJf48Alec Rehehan, questions: https://www.youtube.com/watch?v=5mmCDdqV_xUMike Kemp, market history: https://podcasts.apple.com/gb/podcast/how-to-actually-grow-wealthy-ft-mike-kemp-live-replay/id1414707038?i=1000646198287Todd Barlow, portfolio management: https://www.raskmedia.com.au/2024/09/18/washington-h-soul-pattinson-co-ltd-asxsol-invest-ceo-todd-barlow/~~ Rask Resources ~~All services: https://bit.ly/R-servicesFinancial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest 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

Steve Johnson, Founder and Chief Investment Officer of Forager Funds Management, shares his insightful analysis of EML Payments and Catapult Group. He discusses EML’s innovative approach to digital transactions amidst challenges and explores Catapult's potential growth in sports tech. Johnson delves into the impacts of leadership changes, market dynamics, and evolving investment strategies in today's climate. His honest perspective on navigating risks and opportunities highlights the importance of thoughtful investing.