
Australian Investors Podcast
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
Latest episodes

Nov 10, 2023 • 1h 11min
Inside Xero's result: Apple reports and rate rises are BACK
In this podcast, the hosts discuss topics such as the Reserve Bank of Australia's interest rate rise, Xero Limited and Apple Inc results, investing in bonds, spicing up investment portfolios, and the worthiness of Vanguard Australian Shares Index ETF and Vanguard Msci Index International Shares Etf. They also cover topics like government bonds, portfolio allocation, and investing strategies. The hosts provide insights on obtaining accurate financial statement figures, finding the best investments, and avoiding capital losses. They also discuss pop culture references and upcoming speakers.

Nov 8, 2023 • 1h 23min
Dicker Data (ASX:DDR): is this Australia's #1 dividend stock? Full interview with Founder David Dicker
The Dicker Data Ltd (ASX: DDR) share price is up an eye-watering 4,600% since its 20-cent IPO in 2011. And, this past year, DDR has paid quarterly dividends of 35.5 cents FULLY FRANKED!So, is Dicker Data the ASX's best dividend stock? In this Australian Investors Podcast interview, your host and Rask Invest Chief Investment Officer, Owen Rask interviews David Dicker, the founder and Chairman of Dicker Data about:
David Dicker's fascination with Ferrari -- the cars and the business.
The earliest foundations of Dicker Data.
What it takes to build a car, faster than many F1s, in under 10 years.
How Dicker Data can pay up to 100% of its profit back as dividends…
And grow its business wicked fast.
Episode resources
Dicker Data share price
Rask Invest (register now)
VIDEO VERSION: https://www.youtube.com/watch?v=l7JNzglh4goResources you'll love
Rask Invest - Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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

Nov 3, 2023 • 51min
The GOLD standard: Why Owen uses Tikr and Drew's 5-point retiree checklist
In this 2 Sense episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask and Wattle Partners Managing Director Drew Meredith, CFP answer your questions and get to the bottom this week's stock market news.Every week, Drew and Owen answer your questions as part of our laid back '2 Sense' episodes on The Australian Investors. Send us your questions!In this episode, Owen Rask & Drew Meredith cover:
Drew's 5-point retiree 'spring clean' (see below)
Why and how Owen uses Tikr for stock screening and fundamentals
Will the USA return to the... GOLD STANDARD
How to invest in private credit if you're a "retail investor"
Is it time to sell US dollar positions and rebalance?
The NASDAQ is up HOW MUCH?!
Drew Meredith's 5-point retirement spring clean:
Start a pension
Check your TBC cap
Review your asset allocation
What are you getting on your cash?
Recontribution or normal strategies to transition
Resources you'll love
Rask Invest - Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
~~ Our amazing partners ~~Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trialDISCLAIMER: 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

Nov 1, 2023 • 59min
The beauty of SAP & Intuit: 5 ways to identify high quality compounders, with Magellan's Ryan Joyce
What makes a company like Intuit Inc (NASDAQ: INTU) or SAP SE (ETR: SAP) a game-changer for investors? How can you identify these types of global compounders... in advance?Ryan Joyce is a portfolio manager at Magellan with a focus on financials and technology companies. As part of the recent Australian Shareholders Association (ASA) Virtual Investor Summit, Ryan sat down with Owen Rask to talk about the Magellan investment, some high quality compounders and share a list of methods to find these special breed of companies.VIDEO VERSION: https://www.youtube.com/watch?v=Vp4Drnb3usQResources
Magellan website
ASK A QUESTION HERE
Rask Invest - invest with Owen
Rask Core 🌏 - DIY investing
Financial planning
Mortgage broking
Join ASA
Owen’s FREE investor bootcamp: bit.ly/rask-analyst
Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analystDISCLAIMER: 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

Oct 27, 2023 • 59min
Results blitz: WOW, KGN, GOOGL & MSFT; is hydrogen worth investing in?
In this episode of The Australian Investors Podcast, Owen Rask and Drew Meredith, CFP answer your investing questions!With US results season underway, the duo have a blast covering results from US technology:
Google / Alphabet Inc (NASDAQ: GOOGL)
Microsoft Corp (NASDAQ: MSFT)
Kogan.com Ltd (ASX: KGN)
Woolworths Ltd (ASX: WOW)
Plus, Drew and Owen tackle the question: will the RBA raise interest rates? And is Magellan Financial Group (ASX: MFG) starting to look cheap?Resources you'll love
Rask Invest - Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst~~ Our amazing partners ~~J.P. Morgan Asset ManagementThe Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trialDISCLAIMER: 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

Oct 26, 2023 • 43min
You have 4,000 weeks: How to use time, with Oliver Burkeman
Sometimes to make time for what matters, we need to give things up.The average human lifespan is undoubtedly brief, but that doesn't mean we can't make the most of it. With approximately four thousand weeks on earth, if you live to 80, Oliver Burkeman shares his insights on improving our relationship with time and embracing the finite nature of our lives.Oliver joins Kate Campbell on the show to talk about:⏳ Why four thousand weeks?⏳ How do we embrace the fact that our time is finite?⏳ How to deal with procrastination in a digitally distracted world?⏳ When can effort and inconvenience enrich our experiences?⏳ How do you view the idea of balance, rest and work?Resources
FREE ASA Virtual Event ticket (use "RASKCOMP" coupon): https://cis.eventsair.com/vis2023
Owen's investment checklist
Wattle retirement event - Melbourne
Resources you'll love
Rask Invest - Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst~~ Our amazing partners ~~J.P. Morgan Asset ManagementThe Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trialDISCLAIMER: 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

Oct 20, 2023 • 54min
ResMed and CSL are cheap, offset vs. bonds, Tesla's cyber truck is coming & how to find growth stocks
Will Ozempic sink ResMed Inc (ASX: RMD) and CSL Limited (ASX: CSL)? Will Tesla's Cyber Truck come to Australia?Your Australian Investors Podcast 2 Sense hosts, Owen Rask and Drew Meredith, tackle your questions on topics like:
Drew and Owen's #1 piece of advice for peeps in their 20s, 40s and 60s
With war on the horizon, how do investors deal with uncertainty in the financial markets?
Netflix's results
How new investors can identify growth companies
Offset or shares: should I pay down debt or buy shares?
Fixed income or offset account: are bonds worth it?
Resources
FREE ASA Virtual Event ticket (use "RASKCOMP" coupon): https://cis.eventsair.com/vis2023
Owen's investment checklist
Wattle retirement event - Melbourne
ASK A QUESTION HERE
Resources you'll love
Rask Invest - Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst~~ Our amazing partners ~~J.P. Morgan Asset ManagementThe Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trialDISCLAIMER: 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

Oct 18, 2023 • 44min
Betashares: the $1 trillion ETF opportunity and rapid rise of one of Australia's most successful fund managers
Ilan Israelstam is a co-founder and chief commercial officer of Betashares, one of Australia's largest and fastest growing fund managers. For years, I -- Owen Rask -- have admired the way Ilan and Betashares go about serving (now) over 1 million investors throughout Australia. WATCH THE VIDEOThat's why I was thrilled to have the opportunity to talk with Ilan on The Australian Investors Podcast about the rise and rise and rise of the Australian ETF industry, how to start and scale a hyper-successful business, being okay with being bold in business, identifying emerging industry opportunities and developing a culture to execute. In addition to talking about everything to do with ETFs and financial services, Ilan shares some of his knowledge on how he structures a day, develops routine, takes notes and tries to live a balanced life -- even while running a scale up.Please note: Betashares is a long-term sponsor of The Australian Investors Podcast. As a result, this is a "sponsored" episode. Episode resources:
Latest ETF Review
ETF course
Website
Instagram
LinkedIn
Resources
Wattle retirement event
ASK A QUESTION HERE
Join Owen's Rask Core 🌏 – $9.99 per month
Get financial planning advice
Mortgage broking
Owen’s FREE investor bootcamp: bit.ly/rask-analyst
Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst~~ Our amazing partners ~~J.P. Morgan Asset ManagementThe Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trialDISCLAIMER: 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

Oct 13, 2023 • 42min
Making the case for investing in global bonds, with Arjun Vij
Arjun Vij is a portfolio manager for the J.P Morgan Asset Management Global Bond Fund, based out of Hong Kong. Arjun speaks with Owen about the current state of bonds around the world, why now could be a compelling time to invest in bonds, how the JPAM seeks to identify bond mispricings, and much more. This is a sponsored episode of The Australian Investors Podcast.Episode resources
JPAM bond fund: https://am.jpmorgan.com/au/en/asset-management/adv/products/jpmorgan-global-bond-fund-class-a-units-au60per69121/
JPAM white paper: Investing for Fixed Income: https://am.jpmorgan.com/au/en/asset-management/adv/funds/in-focus/fixed-income/
Join ASA
ASK A QUESTION HERE
Join Owen's Rask Core 🌏 – $9.99 per month
Get financial planning advice
Mortgage broking
Owen’s FREE investor bootcamp: bit.ly/rask-analyst
Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst~~ Our amazing partners ~~J.P. Morgan Asset ManagementThe Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)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

Oct 11, 2023 • 1h 34min
Keeping companies accountable: we all have a part to play, ft. Fiona Balzer
Fiona Balzer is a highly experienced equities analyst and corporate governance expert, overseeing so much of the work at The Australian Shareholders Association (ASA). In this sponsored episode of The Australian Investors Podcast, Owen Rask talks with Fiona Balzer about her wonderful journey analysing stocks, real assets, "entrepreneurial companies", holding companies, investment banking and more.You'll love this episode if you want to understand why the more the world changes, the more it stays the same, and how to navigate a more complex and challenging world.Episode resources
ASA Governance checklist - PDF
Join Selfwealth
Rask Events Roadshow: https://www.rask.com.au/road
Join ASA
ASK A QUESTION HERE
Join Owen's Rask Core 🌏 – $9.99 per month
Get financial planning advice
Mortgage broking
Owen’s FREE investor bootcamp: bit.ly/rask-analyst
Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst~~ Our amazing partners ~~J.P. Morgan Asset ManagementThe Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)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