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Australian Investors Podcast

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Mar 19, 2025 • 49min

Building Better Portfolios with Fixed Income & ETFs – PIMCO’s Kanish Chugh

IntroductionIn this Australian Investors Podcast episode, your host Owen Rask is joined by Kanish Chugh, Head of ETF Sales at PIMCO Australia, to discuss: The role of fixed income in a portfolio How ETFs provide professional-grade access to bonds PIMCO’s new range of fixed income ETFs Why now might be the right time to allocate more to bonds This is a sponsored episodeIf you love learning about ETFs, bonds, and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!Follow us on Instagram and TikTok for more investing insights.Topics Covered Welcome & Introduction Who is PIMCO? Understanding the Global Investment Giant Why Fixed Income ETFs Matter More Than Ever How Bonds Work & Their Role in a Portfolio PIMCO’s New Fixed Income ETF Range The Case for Bonds in 2025 & Market Outlook Final Thoughts & How to Learn More Resources for This Episode📄 Explore PIMCO’s Fixed Income ETFs & Bond Insights: PIMCO's Australian Website: https://bit.ly/3FyV7vb See PIMCO's Current ETF Offerings: https://bit.ly/4bXhUNo ~~ Rask Resources ~~🔗 Explore all Rask services – https://bit.ly/R-services📋 Get Financial Planning – https://bit.ly/R-plan📈 Start investing with Rask – https://bit.ly/R-invest📜 Access Show Notes – https://bit.ly/R-notes❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMERThis podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.#Investing #ETFs #FixedIncome #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 14, 2025 • 54min

Is CSL a Buy? Iron Ore, Gold & Portfolio Lessons

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: CSL stock – is it a buy at these levels? Iron ore prices holding strong at $100 per tonne Gold’s massive rally – what’s driving it? Portfolio positioning during a volatile market Lessons from past market crashes – are we in for another GFC? If you love learning about investing and market trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!Follow us on Instagram and TikTok for more investing insights.Topics Covered & Timestamps0:00 – Welcome & Introduction 4:15 – CSL Stock: Is It a Buy? 12:30 – Iron Ore Prices Holding at $100 per Tonne 18:45 – Gold Surges – Should Investors Be Paying Attention? 27:10 – Is This Another Financial Crisis? 34:55 – Portfolio Lessons from Market Downturns 45:20 – Market Predictions & Final ThoughtsResources for This Episode📄 Learn More About This Topic: Baby Boomers Face Lasting Retirement Hit In Extended Stock Rout – Bloomberg Mnuchin Discounts US Recession, Says Stock Retreat ‘Makes Sense’ – Bloomberg Rask $10,000 Portfolio Challenge – Rask Media ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMERThis podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.#Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 13, 2025 • 45min

David Tagg: Unlocking Private Credit, Income & Investment Opportunities

In this Australian Investors Podcast episode, your host Owen Rask speaks with David Tagg, Head of Investments at La Trobe Financial, about the booming private credit market. They discuss: What private credit is and why it’s gaining popularity How investors can earn passive income with private credit The risks and opportunities in alternative investments How private credit compares to traditional fixed income and equities If you like this Australian Investors Podcast episode on private credit investing, subscribe for weekly episodes on Apple, Spotify, or YouTube!Follow us on Instagram and TikTok for more investing insights.Topics Covered & Timestamps0:00 – Welcome & Introduction5:15 – What is Private Credit & Why Does it Matter?10:45 – The Growth of Private Credit After the GFC15:30 – Private Credit vs Traditional Investments20:20 – Income Generation & Risk in Private Credit25:40 – The Role of Private Credit in a Portfolio30:10 – How Interest Rates Impact Private Credit35:00 – Understanding La Trobe Financial’s Investment Approach40:20 – How Investors Can Access Private Credit45:10 – Future Trends in Private Credit & Alternative Investing50:00 – Final Thoughts & How to Learn MoreResources for This Episode📄 Learn More About Private Credit & Income Investing:La Trobe Financial - https://www.latrobefinancial.com.au/?utm_source=rask~~ Rask Resources ~~🔗 Explore all Rask services – https://bit.ly/R-services📋 Learn about Rask Financial Planning – https://bit.ly/R-plan📈 Start investing with Rask – https://bit.ly/R-invest📜 Access Show Notes – https://bit.ly/R-notes❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest RASK DISCLAIMERThis podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.LATROBE DISCLAIMER - https://www.raskmedia.com.au/2025/03/13/private-credit-explained/#PrivateCredit #Investing #Income Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 7, 2025 • 57min

Australian ETFs to hit $300 billion & is Computershare (ASX:CPU) a buy?

Will ASX ETFs hit $300 billion in total investments in 2025? Is Computershare Ltd (ASX: CPU) a good stock to buy? Time to buy RPMGlobal Holdings Ltd (ASX: RUL)?On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for questions and answers, where they would invest a massive lump sum, how to invest in private markets via an SMSF, discuss the opportunity within active small cap ETFs like FCAP, and more.~~ Episode resources ~~$10,000 portfolio challenge: https://www.raskmedia.com.au/portfolio~~ 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#ASX #investing Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 5, 2025 • 41min

Gold, gold & more gold - can the gold price rally continue?

Is the gold price rally sustainable? What are the best gold ETFs? In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask, speaks with Global X ETFs Australia's Marc Jocum about everything gold investing related. If you like gold investing, crypto or learning how to build an 'All Weather' portfolio, discover this episode on gold investing and gold ETFs.If you think this Australian Investors Podcast episode is spot on, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.This is a sponsored episode of The Australian Investors Podcast by long-time partner, Global X ETFs Australia.Topics covered today: Why did gold rally 30% in 2024? Gold price drivers How do gold ETFs work? What's the difference between GOLD and GXLD from Global X? Is gold a defensive or growth investment?  Didn't Warren Buffett buy gold? Resources for this episode Learn more about Global X's GOLD ETFs Ask a question about gold investing (select the Investors 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#stockmarket #gold Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 28, 2025 • 56min

NVIDIA results, Costco's secret sauce and is WiseTech (ASX:WTC) finally cheap?

Were NVIDIA Inc's (NASDAQ: NVDA) results any good? Is WiseTech Global Ltd (ASX: WTC) finally cheap? And why Owen loves the Costco Wholesale Corp (NASDAQ: COST) business model...On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for questions and answers, and Drew reveals something he shouldn't...~~ Episode resources ~~Rask Financial Advice (with Owen's direct team): https://www.rask.com.au/advice$10,000 portfolio: https://www.raskmedia.com.au/portfolio~~ 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
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Feb 24, 2025 • 34min

Raiz: How micro-investing became $1.7 billion, ft. CEO Brendan Malone

In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, speaks with Brendan Malone, Managing Director & Group CEO of Raiz Invest Australia (ASX:RZI) – a company which offers round-up and automation features that feed directly into long-term ETF and share portfolios, for hundreds of thousands of customers across Australia.If you’re interested in micro-investing and what Raiz has to offer, you’ll love this episode because Brendan answers questions on Raiz’s business model, performance and metrics and future goals of the ASX-listed platform. It's also a fantastic podcast discussion for investors looking at Raiz from a distance and trying to assess the potential.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: Raiz’s business journey, from inception until now The services that Raiz offers & how it makes money Raiz’s performance and metrics - what investors should follow Raiz product roadmap & value adds The companu's future goals around revenue, growth and TAM ~~ Episode resources ~~Brendan's LinkedIn profile: https://www.linkedin.com/in/brendanmaloneRaiz website: https://raizinvest.com.au~~ 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#investing #ASX Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 21, 2025 • 50min

A deep dive into TermPlus and how private credit works, with Nehemiah Richardson

Is it possible to draw an 8% income from private credit? How does private credit work?Nehemiah Richardson, CEO of Pengana Credit, takes us on a journey of private credit investing in Australia, the risks involved, the product he helped build (known as TermPlus), and more, on this episode of The Australian Investors Podcast with Owen Rask.TermPlus: https://bit.ly/term-plusALWAYS read the PDS before investing, especially with private credit. And speak to your adviser if you're confused or unsure in any way. Rask makes nothing from providing this link. It is not an affiliate link.~~ WHERE'S 2 SENSE?! ~~The entire Rask team was on the road this week... and we missed our flight. So Drew is in his hot tub and Owen was travelling during our regular recording slot.~~ 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-quest~~ Timestamps ~~00:00 - Kapalua Golf Course05:30 - What is private credit?12:45 - What is TermPlus?25:00 - How TermPlus works31:00 - Is an 8.5% yield sustainable?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
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Feb 19, 2025 • 25min

[Bonus] Chris Bates on Alcove, lessons learned in business & future of mortgage broking

Chris Bates, founder and CEO of Alcove, speaks with Owen Rask, Chief Investment Officer of Rask, about the lessons learned growing Alcove, the role of a broker and future of property advice.Topics: Chris' journey from financial planning The partnership with Rask Name & brand changes Lessons learned working in an unsuccessful business partnership The future of mortgage broking ~~ Episode resources ~~Mortgage broking: https://bit.ly/R-services~~ 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
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Feb 14, 2025 • 37min

Where to invest $100 million, investing active ETFs, private markets & more

Where would you invest $100 million in the stock market?On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for questions and answers, where they would invest a massive lump sum, how to invest in private markets via an SMSF, discuss the opportunity within active small cap ETFs like FCAP, and more.~~ Episode resources ~~$10,000 portfolio: https://www.raskmedia.com.au/portfolio~~ 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

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