Australian Investors Podcast

Explore the debate between investing in Rio Tinto, Guzmen Y Gomez, or Charter Hall for the long haul. Discover strategies for recovering from significant losses and insights on potential interest rate cuts by 2025. Delve into high-yield ETFs and the implications of market volatility. Analyze standout investments and trends in Australian property securities, while learning about effective investment strategies and the importance of diversification. Engage with community insights and strategies for managing large funds conservatively.

Matt Vitale, co-founder of equity crowdfunding platform Birchal, shares his insights on raising capital from customers. He discusses the evolution of equity crowdfunding and its growing appeal in private markets. Listeners learn about the importance of community engagement and storytelling in attracting investors. Vitale also explains how businesses can turn passionate customers into stakeholders. Through real-world examples, he highlights the unique advantages of virtual investment platforms in fostering connections between investors and startups.

Explore how the Israel-Iran conflict affects Australian markets and the recent surge in gold prices. Discover the nuances of different superannuation funds and the best ASX stocks for diversification. The hosts tackle burning questions about investing house deposits and the debate between dividend reinvestment and dollar-cost averaging. Get insights on financial planning tools for retirement and smart strategies for managing mortgages while considering safe investment approaches.

Angus Donohoo, an investor and analyst from Intelligent Investor, shares insights drawn from his unique experiences. He discusses lessons learned from investment guru Kerr Neilson, focusing on position sizing and risk diversification. The conversation takes a fun turn as they compare dating apps to pokies, delving into their monetization strategies. Finally, they explore the competitive landscape between AI giants Microsoft and NVIDIA, highlighting potential future challenges in the tech sector.

On this Australian Investors Podcast, Drew Meredith and Owen Rask share five 'wild stock ideas' that 'could double before 2030. AUDIO NOTE: this podcast recorded "as remote as possible" - Owen was on his boat, fishing. The audio quality isn't as good as it could have been. VIDEO: https://www.youtube.com/live/K5Llzj9-MKAStocks talked about include: Nuix Ltd (ASX: NXL) WiseTech Global Ltd (ASX: WTC) Zillow Inc (NASDAQ: Z) Laserbond Ltd (ASX: LBL) Macquarie Group (ASX: MQG) Warning: these stocks are shared just for fun - please know that none of these are a recommendation.Topics covered in today's Australian Investors Podcast:1. 5 stocks that could double by 20302. Are hybrids done?3. Credit versus subordinated versus hybrid ETFs4. NAB Equity Builder and gearing strategies5. Super, shares or property before retirementMore 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

On this Australian Investors Podcast, Owen Rask speaks with Global X's Marc Jocum about 10 reasons why ETFs are better than property in retirement.Reasons covered:1. Speed of transactions2. Lower Costs3. Diversification4. Predictable income5. Liquidity in Retirement6. Relatively better yields7. Tax Efficiency8. Access to Global Markets9. No Borrowing Risk / interest rate sensitivity10. Transparency and price discoveryETFs mentioned: ZYAU, FANG, BANKResources:Global X website (all funds): https://bit.ly/gx-fundsGlobal X Landscape report: https://go.globalxetfs.com.au/l/533502/2024-09-10/8xlmjhEpisode 1 with Marc: https://www.youtube.com/watch?v=YniljKAXnqYBehind the memo with Morgan Housel:Spotify: https://open.spotify.com/episode/1ewk6BeHzcHadH5vfJvZSyApple: https://podcasts.apple.com/us/podcast/behind-the-memo-the-impact-of-debt-with/id1521551570?i=1000666742345JP Morgan's Severe Case of Covidia: https://privatebank.jpmorgan.com/apac/en/insights/latest-and-featured/eotm/a-severe-case-of-covidiab~~ Resources you'll love ~~Access Show Notes: https://bit.ly/R-notesInvest with Owen: https://bit.ly/R-investMortgage 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

On this Australian Investors Podcast, Drew Meredith, CFP and Owen Rask share their worst investments of all time. The most costly mistakes made by investing.Topics covered in today's Australian Investors Podcast:1. Drew does LA & Future Proof2. US interest rates fall3. Is rebalancing the same for ETFs and shares?4. If you invested for 20 years, which stock would you buy and why?5. Infrastructure ETFs versus active infrastructure fundsMore 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

How does Washington H Soul Pattinson & Co. Ltd (ASX: SOL) actually invest? Soul Pattinson (sometimes called 'WHSP' or SOL) is one of Australia's oldest and best-performing ASX-listed companies, having been run by the same family for over 100 years.Todd Barlow is the CEO of Washington H Soul Pattinson & Co. Ltd (ASX: SOL), overseeing day-to-day operations, company strategy, the team and different investment units.In this Australian Investors Podcast with Owen Rask and Todd Barlow, questions include: Soul Pattinson (ASX:SOL) versus LICs Soul Pattinson (ASX:SOL) v active fund managers The rise of index funds and ETFs How Soul Pattinson (ASX:SOL) has been able to outperform the ASX 200 How do Soul Patt's combine private equity and credit, with holdings in TPG Group (ASX:TPG) and Brickworks (ASX:BRK)? Todd's favourite financial resources, like podcasts, books and papers Cognitive biases The Soul Patts culture and how that impacts performance Episode resources:Todd Barlow's first podcast with Owen: https://www.youtube.com/watch?v=ykawVDPmj5cSoul Patt's private equity: https://www.youtube.com/watch?v=1EMpAjv6EnMTom Milner on coal stocks: https://www.youtube.com/watch?v=Gt6Ua1cjegYMore 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

Drew Meredith, CFP and Owen Rask dive into SMSFs, what to do with $100,000 and will Private Equity be the 'next big thing?'Retirement 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

Over on the Rask Community we put up a post asking what people thought of LICs, if they invest in them and what they think about the premiums and discounts they trade at. The response surprised us. The surprise did not come from the content of the replies but the lack of replies.This prompted us to ask a question, are LICs relevant in a modern market? Joining us today is Geoff Driver of the grandfather of LICs AFIC, Dan McCleery from Acorn Investment Company and Amanda Lambert from comparative newcomer, Qualitas Real Estate Income Trust.In this episode we have a round table discussion about the current landscape for the structure in a world dominated by ETFs, the quality of LIC managers, what are the red flags to look for when assessing an opportunity and we highlight a major hurdle when it comes to comparing apples with apples in the LIC space.Helpful links:Our original Rask Community post that sparked this conversation.Australian Foundation Investment Company (ASX: AFI)Qualitas Real Estate Income Fund (ASX: QRI)Acorn Capital Investment Fund Limited (ASX: ACQ)~~ Resources you'll love ~~Access Show Notes: https://bit.ly/R-notesInvest with Owen: https://bit.ly/R-investMortgage 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