Australian Investors Podcast

BHP Group Ltd (ASX: BHP) has paid the biggest dividends of any company over the past 3 years. Think about all of those BHP franking credits!BHP's Chief Financial Officer David Lamont recently sat down with Rask's Chief Investment Officer Owen Rask to discuss: BHP's past, present and future The BHP capital allocation framework and acquisition criteria The major emerging commodity groups like potash and copper, and the opportunity within the existing segments of iron ore and coal Sustainability and more efficient mining practices What it takes move the dial at 'The Big Australian' David's combined lessons learned at CSL Limited (ASX: CSL) and BHP About David LamontDavid has more than 30 years’ global financial experience working across a diverse range of industries, including mining.Prior to his appointment as BHP’s Chief Financial Officer (CFO) in December 2020, David was the CFO of ASX-listed global biotech company CSL Limited. He has also held the positions of CFO and Executive Director at Minerals and Metals Group and has previously served as CFO for several other multinational public companies, including OZ Minerals Limited (ASX: OZL), PaperlinX Limited (ASX: PPX) and Incitec Pivot Ltd (ASX: IPL).Learn more about BHP BHP annual reports: https://www.bhp.com/investors/annual-reporting David Lamont LinkedIn: https://www.linkedin.com/in/david-lamont-ba5b382a/?originalSubdomain=au Shareholder shareholder advocacy, and grow but joining the ASAhttps://www.australianshareholders.com.au/join-now/~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 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 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

This week, Rask's Chief Investment Officer, Owen Rask, Wattle Partners Managing Director Drew Meredith revisit the news that Chemist Warehouse will launch into its ASX IPO, discuss the outlook for the ASX's top bank stocks and why wishing for too much dividend yield might be a mistake.Of course, they also answer your investing questions, covering: Is MyState (ASX: MYS) doomed to fail? Do more retirement scenarios! 1.5% dividend from the USA? Please, I want more! Would you do the CFA or CFP or something else? ~~ Resources you'll love ~~ Invest with Owen (register interest for 2024) Access show notes Mortgage Broking Financial Planning Property Coaching 100-point property checklist (PDF) Accounting with Grey Space Business Coaching Ask a question 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

Shane Parrish was on my - Owen Rask - top 10 interview wish list to speak with. Here he is, appearing on the Rask network.Shane Parrish is a former spy, turn writer, student of life, blogger, author, podcast host and investor. His journey through life is twisted, random but also very deliberate. Today, Shane spends his time helping hundreds of thousands of people, including CEOs, professionals, founders, mums and dads, think and act better.Shane believes in, and champions, equality opportunity but not necessarily equal outcomes (since outcomes should be earned).Shane Parrish's biographyShane Parrish is an entrepreneur, investor, and the wisdom seeker behind the popular website Farnam Street where he writes about hidden insights that you can use in life and business.Parrish is a regular speaker and his work has been featured in places like The New York Times, The Wall Street Journal, and the Economist. His popular "Brain Food" newsletter is sent out to over 600k people each week and his podcast, The Knowledge Project, is one of the top in the world.Parrish’s popular online course, Decision by Design, has helped thousands of executives, leaders, and managers worldwide learn the repeatable behaviors that improve decision-making results in the real world.Episode resources Shane's book - Clear Thinking Website: fs.blog Blog: How to remember what you read Blog: getting into reading Tim Ferriss interview with Shane 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Amazon: https://bit.ly/kate-amazon~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 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 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

This week, Rask's Chief Investment Officer, Owen Rask, Wattle Partners Managing Director Drew Meredith dive into news from Perpetual Ltd (ASX: PPT) and Washington H. Soul Pattinson & Co. Ltd (ASX: SOL), how to do an in-specie transfer, and how short selling works.Of course, they also answer your investing questions, covering: What is short selling and why is Pilbara Minerals (ASX: PLS) a target? Can ETFs and index funds be the next CBA or CSL? Should I sell my jetski (yes)? When should I get financial advice? How can a 20-something invest? What is an in-specie transfer and how does it help? Disclosure: This podcast is sponsored by Betashares.📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon.~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest 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 with Grey Space: http://bit.ly/3DG5lWS 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/fsgBetashares disclaimer: Betashares Capital Limited (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available through Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available atwww.betashares.com.au, and consider whether the product is right for you. Investments in Betashares Funds are subject to investment risk and the value of units may go up and down. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask is talking with Betashares' Senior Investment Strategist CameronGleeson about all things fixed income and bonds. If you're interested in investing for passive income and retirement, this is a great episode to help you understand the essentials of investing in fixed income or bonds, whether through ETFs or otherwise. Cameron and Owen discuss:- Why are Australian investors in love with investment income?- Why is everyone talking about fixed income and bond ETFs?- What are the different types of bonds and credits available in Australia? - Should Australian share market investors be worried about falling dividends? - Looking ahead into 2024, what are the key economic trends investors should be watching?To learn more about Betashares, see these resources: Betashares website (including Betashares Direct) Cameron's free investment insights Disclosure: This podcast is sponsored by Betashares.📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon.~~ Resources you'll love ~~ 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 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 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/fsgBetashares disclaimer: Betashares Capital Limited (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available through Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available atwww.betashares.com.au, and consider whether the product is right for you. Investments in Betashares Funds are subject to investment risk and the value of units may go up and down. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, Drew and Owen share their favourite Charlie Munger quotes, imagine they were 20 year olds with $200k, discuss Origin's takeover offer and how infrastructure spending impacts inflation.Of course, they also answer your investing questions, covering:- What to when your investment falls 20%- Collins Foods' KFC binging results- What to do when you're 20- What is real dollar-cost-averaging (DCA)?- Cash dividends or reinvest?~~ Resources you'll love ~~ 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 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 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

Artificial Intelligence (AI) is the buzzword of 2024, and - potentially - all of 2020s. In this episode of The Australian Investors Podcast, your host Owen Rask talks to Betashares' Tom Wickenden.Owen and Tom dive into American exceptionalism and why it's lead to ongoing earnings growth, whether Asian stocks are past the worst of their volatility, behavioural finance for ETF investors and how we can harness the value created by AI - without betting the house on one stock.To learn more about Betashares, see these resources: Betashares website (including Betashares Direct): https://www.betashares.com.au/ Tom's free investment insights: https://www.betashares.com.au/author/tom-wickenden/ Tom & Owen on Selfwealth LIVE Disclosure: This podcast is sponsored by Betashares.~~ Resources you'll love ~~ 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 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 Ask a question: https://bit.ly/3QtiY00 RASK 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/fsgBetashares disclaimerBetashares Capital Limited (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available through Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available atwww.betashares.com.au, and consider whether the product is right for you. Investments in Betashares Funds are subject to investment risk and the value of units may go up and down. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this 2 Sense episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask is back with WattlePartners Managing Partner and Financial Adviser, DrewMeredith.This week, Drew and Owen discuss results from Commonwealth Bank of Australia (ASX: CBA), NVIDIA, Telstra (ASX: TLS), the Origin Energy (ASX: ORG) debacle and much more.Of course, they also answer your investing questions.~~ Resources you'll love ~~ 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 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 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

Jonathan Boyar is the President of Boyar Research in New York, an analyst and long-term investor. He is acutely focused on special situations and companies offering long-term value. In this episode of The Australian Investors Podcast with Owen Rask, Jonathan Boyar walks us through three of his special situations in News Corp (NWSA), GE Healthcare (NASDAQ: GEHC) & Masterbrand (NYSE: MBC). Episode resources: Boyar Substack Newsletter Boyar Research website ~~ Resources you'll love ~~ Invest with Owen Mortgage Broking Financial Planning Property Coaching 100-point property checklist (PDF) Accounting with Grey Space Business Coaching Ask a question 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 episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask is joined by Richard White, CEO and founder of WiseTech Global Ltd (ASX: WTC) - one of Australia's most successful technology companies.If you own, or would own, WiseTech shares this podcast is required listening.In this podcast with WiseTech's Richard White, Owen & Richard cover: Richard's story growing up, and solving problems in the garage Getting a trade and becoming a problem solver Starting successful guitar repair and AV businesses The early days of software and how Richard taught himself WiseTech's inception and compounding in private markets The huge opportunity in logistics software Solving complexity with elegance WiseTech culture and the company's heavy investment in Australian engineering and technology WiseTech's acquisition criteria Memory and retention Episode resources:WiseTech ASX announcementsEarn & Learn: get paid big bucks to study!~~ Resources you'll love ~~ Invest with Owen Mortgage Broking Financial Planning Property Coaching 100-point property checklist (PDF) Accounting with Grey Space Business Coaching Ask a question 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