

Australian Investors Podcast
Rask
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
Episodes
Mentioned books

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

Aug 2, 2024 • 1h 4min
NVIDIA stock or Pro Medicus (ASX:PME) shares? Plus results from MSFT, META, AAPL & more
On this weekend's instalment of "2 Sense" on the Australian Investors Podcast, Chief Investment Officer, Owen Rask and financial adviser Drew Meredith, CFP take a look the market darlings Pro Medicus Ltd (ASX: PME) and NVIDIA Inc (NASDAQ: NVDA).Topics covered:- NVDA stock or PME shares?- Results from MSFT, AAPL SPOT & META- Rex is closing down- iShares S&P 500 (ASX: IVV) or VanEck QUAL ETF (ASX: QUAL)?- The best free investment resources- How to calculate PE ratios~~ 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

Jul 31, 2024 • 44min
State of the Markets Vol. II - June 2024
The State of the Markets episodes provide you with a concise and clear picture of what is happening across markets. Not just in property, and not just in Australia.Pete Wargent and Owen Rask talk about the S&P/ASX 200 (INDEXASX: XJO), bonds, Australian residential property, commercial property, S&P 500 (INDEXSP:.INX), what's happening with the Australian Dollar (AUD) and more!Let us know what you think by writing in, using the 'Ask a Question' link below or jumping into the community.Topics covered:
Australian property prices, including Perth's rise
Why the Australian dollar (AUDUSD) is getting interesting
How bond prices work and why they're interesting
Is office property on its last squeeze?
The S&P 500 is up 22% in one year?!
Inflation is the key signal for 2024 & 2025
Key resources for this episode:
Free Rask Community
Pete's new book with Cate Bakos - The Buy Right Approach to Property Investing
Australian Property Podcast
~~ Resources you'll love ~~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

Jul 26, 2024 • 40min
Using ETFs for passive income (step by step, with ETF examples)
OwenRask, Chief Investment Officer of Rask Invest, speaks with Betashares Senior Investment Strategist Cameron Gleeson about how to use ETFs for passive income in this Australian Finance Podcast.Topics covered in this market update
Cameron's first (and most recent) investment
LICs versus ETFs
How ETFs actually produce income
Risk levels of ETFs
ETFs featured:
AAA - cash ETF
MMKT - cash plus ETF
A200 - top 200 Aussie shares
QOZ - top Aussie shares, fundamentally weighted
YMAX - yield maximiser
QPON - bond ETF
HBRD - hybrid fund
BSUB - bond ETF
Episode resources
Invest with Owen: https://bit.ly/R-invest
ETF investing course: https://education.rask.com.au/courses/etf-course/
10 things activity (PDF): https://education.rask.com.au/wp-content/uploads/sites/4/2020/12/FIRE-Course-10-Things-Activity.pdf
Financial Planning: https://bit.ly/R-plan
Ask a question: https://bit.ly/3QtiY00
Access Show Notes: https://bit.ly/R-notes
Kate's book, Buying Happiness: https://bit.ly/kate-amazon
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
~~ 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 24, 2024 • 34min
Pete's Powerhouse Portfolio (Buy Right Approach Part 2)
In this episode of The Australian Property Podcast, Pete Wargent, property investor and author, shares his expertise on the "Buy Right Approach" and the concept of a "powerhouse portfolio" with Owen.Topics covered:
Why most people lost money in property
How to build a powerhouse portfolio
Pete & Cate's 4-part plan to remove emotions
IQ versus IQ versus AQ
Future trends for property investors
Episode Resources:Buy Pete's book: https://majorstreet.com.au/products/the-buy-right-guide-to-investing-in-property~~ Resources ~~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

Jul 22, 2024 • 39min
The Foundations of Property Investing (Buy Right Approach to Property Ep 1/2)
In this episode, Pete Wargent, property investor and author, shares his expertise on the "Buy Right Approach." Discover how this strategy differs from others, and why understanding market cycles and your own personality are key to long-term success. Learn the importance of a strategic plan and gain practical insights to make informed property investment decisions.Episode Resources:Buy Pete's book: https://majorstreet.com.au/products/the-buy-right-guide-to-investing-in-property~~ Resources ~~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

Jul 19, 2024 • 57min
IVV or VGS? I'm 33 with $1 million to invest, and CBA is surging
Topics covered:- Best ETF: IVV or VGS?- Why is Commonwealth Bank of Australia (ASX: CBA) flying?- Pro Medicus Ltd (ASX: PME) is at an all time high- Zip Co Ltd (ASX: ZIP) in the doldrums- How to invest $1 million ~~ 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

Jul 17, 2024 • 54min
Profiting from multi-decade mega trends: A thematic ETF deep dive with Global X's Scott Helfstein
The recent AI boom has reignited enthusiasm for thematic ETFs and that's why I was so grateful to have Scott Helftstein the head of investment strategy at Global X, join me on his Australian tour for a deep dive on thematic ETFs. Scott has a wealth of knowledge in the space through his role at Global X and previously being the head of thematic portfolios at Morgan Stanley. In this conversation we cover:
Scott's upbringing in Long Island and his introduction to business through his father
We explore how he developed a career in thematic investing
How his team identify a theme that could be an enduring mega trend
Walk through the life cycle of the trend
Discuss how a thematic etf can adapt to include emerging companies in the future
Discuss why he thinks AI and uranium are two multi-decade themes still in their infancy
We also address the often mentioned performance of thematic ETFs vs passive traditional indices
Before recording this interview I reached out to the Rask Community on our community page to ask them what questions they would ask. If you have any thoughts you'd like to share after listening come and join us over at the Rask Community, it's free to join.Episode Resources:What are thematic ETFs by Global XEntry points & burning buildingsMore from Scott HelfsteinETFs mentioned in this episode:ATOM Uranium ETFFANG+ ETFGXAI Artificial Intelligence ETFPAVE US Infrastructure Development ETF~~ Resources ~~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

Jul 12, 2024 • 44min
Is Polynovo (PNV) the next Pro Medicus, VHY or Colonial Imputation Fund, and how stocks are picked for ETFs
Owen Rask is out in front of the camera for his second solo Q&A episode and a deep dive in Polynovo Ltd (ASX: PNV) on The Australian Investors Podcast.Topics covered
Is Polynovo Ltd (ASX: PNV) a multibagger in waiting?
The Rask philosophy and stock checklist
Why is the Atlas Trend fund closing?
Vanguard Australian High Yield Shares ETF (ASX: VHY) compared to Colonial First State Imputation Fund
Can Rask invest my SMSF?
How are stocks chosen for an ETF?
ResourcesWhere are the dividend aristocrats? Rask Community. https://community.rask.com.au/c/income-strategies/morningstar-article-on-australian-dividend-aristocrats Sydney retirement event (use "Rask" code): https://www.wattlepartners.com.au/making-the-most-of-your-golden-yearsRask ETF investing course: https://education.rask.com.au/courses/etf-course/~~ 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