

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

Sep 9, 2024 • 42min
Dave Gow: Pay off mortgage or invest, debt recycling and more [Part 2/2]
Dave Gow is the highly regarded author, podcast host and blogger, best known by his brand, Strong Money Australia. He joins Owen Rask.This is PART 2/2. For Part 1/2 with Dave and Owen, go here: https://www.raskmedia.com.au/2024/08/19/dave-gow-seven-figure-share-portfolio/Dave's background is a story of true grit and determination. Dave is known as the forklift driver who retired at 28. He did that using a detailed budgeting plan while investing in property and shares.Dave's first book, Strong Money Australia: How to Gain Financial Independence and Create a Life of Freedom has sold over 20,000 copies, making it one of the most popular books on retirement in Australia.In this episode, Owen and Dave talk about using debt to invest, whether Dave would choose property again, debt recycling and whether it makes sense to save money in an offset, or invest in shares.~~ RESOURCES ~~Get Dave's Book on Spotify: https://bit.ly/gow-book Get Dave's Book on Audible: https://bit.ly/dave-amazon ~~ Dave's related posts online ~~https://strongmoneyaustralia.com/should-you-borrow-to-invest-in-shares/ https://strongmoneyaustralia.com/debt-recycling-ultimate-guide/ https://strongmoneyaustralia.com/mortgage-vs-investing-vs-debt-recycling-at-higher-interest-rates/ https://strongmoneyaustralia.com/my-thoughts-on-die-with-zero-book-review/~~ Owen's stuff ~~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

Sep 6, 2024 • 50min
Cochlear or Mineral Resources, Emerging Markets 102 and finding mid-cap funds
Drew Meredith, CFP and Owen Rask dive into Emerging Markets 102, picking small and mid-cap ASX fund managers, whether or not to use an SMSF and more.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

Sep 4, 2024 • 38min
4 stocks with seriously wide moats, ft. Elisa Di Marco
Elisa Di Marco, Portfolio Manager of the Magellan Core Global and Core ESG strategies, joins Owen Rask on The Australian Investors Podcast to make the cash for Stryker (NYSE:SYK), Visa (NYSE: V), Mastercard Inc (NYSE: MA) and Microsoft Corp (NASDAQ: MSFT).This is the third time Elisa has appeared on Rask or ASA. Here are some of her previous interviews:Payments & High Quality Investing: https://www.youtube.com/watch?v=poCajizrI0wHow to find great global companies: https://www.youtube.com/watch?v=Cu-0EozZuLIKey resourcesInvest with Elisa: https://www.magellangroup.com.au/funds/magellan-core-global-fund-cboe-mcsg/ Series resources
Invest with Owen: https://bit.ly/R-invest
Ask a question: https://bit.ly/3QtiY00
Accounting for investors: http://bit.ly/3DG5lWS
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting for investors: 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.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

Sep 2, 2024 • 56min
Why Owen wants to refinance (and how to do it), why Perth house prices are up 24% in one year & your property questions answered by Chris Bates
Chris Bates, co-founder of Flint Group and mortgage expert, joins Owen Rask to discuss the exciting rise of Perth's house prices, up 24% in just one year. They delve into the essentials of refinancing, answering common questions about the process and its benefits. Chris explains the differences between brokers, advisers, and accountants, ensuring listeners understand their roles in property decisions. The duo also tackles listener inquiries, providing tailored advice for navigating the evolving property market.

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


