Australian Investors Podcast

In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, speaks with Jason Leung, Co-Founder and CEO of Pocketsmith Ltd - the leading personal finance management tool in the country. If you invest in ETFs or stocks, you'll love this episode because the fellas answer questions on investment strategy, feature some of the ASX's top quality companies and review their $10,000 portfolios. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.Topics covered today: Creating a life-affirming budget Open banking Scaling a business to 300,000 SaaS customers Vintage shopping What a good budget looks like The future of money automation Resources for this episode Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith Pocketsmith global spending map: https://www.pocketsmith.com/spending/ Jason's first podcast: https://www.raskmedia.com.au/2024/06/13/how-pocketsmith-helps-100000-households-save-more-money/  Ask a question (select the Retirement podcast): https://bit.ly/R-quest Rask ResourcesAll 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

In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, and Drew Meredith, Director at Wattle Partners dive head first into the latest ASX news and answer your stock market questions. If you invest in ETFs or stocks, you'll love this episode because the fellas answer questions on investment strategy, feature some of the ASX's top quality companies and review their $10,000 portfolios. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.Topics covered today: Recap of the three $10,000 portfolios  Chemist Warehouse's deal with Sigma Healthcare Ltd (ASX: SIG) What the Premier Investments Ltd (ASX: PMV) deal with Myer Holdings Ltd (ASX: MYR) actually means How to get conviction in your investing skills, if you've only been doing it for 3 years How a new investor went from spending $350 per week on cigarettes, to a $20,000 portfolio A GARP primer and is 50% invested in one ETF a bad thing? Resources for this episode $10,000 portfolios Ask a question (select the Retirement podcast) Rask ResourcesAll 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

On this episode of The Australian Investors Podcast, Owen Rask is joined by Marc Jocum from Global X ETFs Australia, for a discussion on the best, the worst and the closed ASX ETFs of 2024, and why they're bullish on AI and ways to invest in 2025.Topics covered: Is 20% from the stock market... normal? Why is GOLD up 35%? Are you worried about US stock market valuations? Why Owen is now seriously bullish on AI How to invest in ETFs, but still consider valuation How to invest in AI stocks without stock picking Marc's game plan for 2025 ~~ Episode resources ~~ETFs for further research: OZXX FANG GARP GOLD GXLD ~~ Rask Resources ~~All services: https://bit.ly/R-servicesFinancial Planning: https://bit.ly/R-planInvest with us: https://bit.ly/R-investAccess Show Notes: https://bit.ly/R-notesAsk a question: https://bit.ly/R-questDISCLAIMER: 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

The podcast dives into the intriguing world of AI stocks, questioning if certain players like DeepSeek are legitimate or mere copies. It examines the potential for an RBA rate cut and explores why some investors, like Drew, are sticking with FANG stocks. The discussion highlights the ever-evolving AI landscape and the importance of navigating complex financial tools, including bond ETFs. Listeners also learn about the significance of portfolio diversification and unique investment strategies aimed at long-term growth.

Rachel Waterhouse, CEO of The Australian Shareholders Association, champions retail investors and promotes financial literacy. She discusses how passive investing might alter shareholder advocacy and transparency, challenging traditional governance. Rachel also shares personal investment blunders and insights on the future focus of ASA, especially empowering shareholders through technology. The discussion highlights the critical importance of purpose-driven leadership and collaboration in enhancing financial engagements for retail investors.

Will 2025 bring a crash for the S&P 500? The discussion dives into whether Trump’s influence could sway markets and examines the potential of rising tech stocks like NVIDIA. Momentum investing gets a spotlight, along with insights on helping kids get started in investing. Listeners also learn about the implications of recent economic policies and the role of index funds in shaping stock dynamics. Plus, enjoy light-hearted moments with golf stories and dad jokes!

Nicole Kidd, Managing Director at Schroders RF, shares her extensive expertise in private debt investment. She unpacks the concept of private credit, differentiating it from traditional fixed income and bonds. The discussion includes insights on syndicates, first mortgages, and assessing dividend yields. Kidd emphasizes the importance of due diligence and choosing experienced managers to navigate possible risks in this growing asset class. Listeners will also learn how to effectively incorporate private credit into their retirement portfolios.

Rob Miller, Portfolio Manager at NAOS Asset Management, shares his expertise in long-term growth investments and sheds light on three ASX shares with great potential: Dropsuite Ltd, Hancock & Gore Ltd, and Objective Corp Ltd. The discussion highlights the significance of analyzing management's role, understanding competitive advantages, and the importance of preparation for ASX reporting season. Miller emphasizes the power of patience in small-cap investing and the need for robust customer retention strategies, particularly in tech-driven markets.

Brian Maher, CEO of Aussie Broadband, shares his insights in this engaging discussion. He discusses how a regional startup took on titans like Telstra, growing to 700,000 customers. Maher highlights customer service as a competitive edge, emphasizing a 'no bullshit' philosophy that prioritizes transparency. He elaborates on the company's strategic mergers and acquisitions and the pivotal role of community connections. The conversation also delves into navigating the National Broadband Network transition and offers investor wisdom rooted in real-world experiences.

Discover the must-read books for investing and personal growth in 2025! Listen as hosts share insights from 'Zero to One' and 'The Undoing Project,' emphasizing innovative thinking in finance. They humorously discuss the significance of personal development guides like 'The Richest Man in Babylon' and 'Factfulness.' The conversation dives into the parallels between financial management and parenting, plus addresses retirement planning with a focus on personalized advice. Tune in for valuable tips and engaging listener interactions!