Australian Investors Podcast

Jess Leung, a portfolio manager at Global X ETFs, dives into the world of ETFs with insights on their structure and risks. She explains how ETFs offer diversification and liquidity while discussing market makers' roles. Jess debunks the notion of an ETF bubble, highlighting that they aren't the root cause of market issues. Key considerations for investors include maintaining an emergency fund and avoiding emotional trading. With a focus on current trends, she notes where money is flowing in the ETF space, particularly towards gold and international equities.

Two major companies, WiseTech and CSL, faced harsh market crashes after serious allegations and downgrades. The hosts debate the potential of these crashes as buying opportunities. They also highlight a remarkable 74% surge in uranium ETFs and discuss the implications for investors. Listeners learn about the significance of portfolio construction, including risks of over-diversification. Lastly, they unveil their top stock picks for the future, aiming to guide listeners through the turbulent investment landscape.

In this Australian Investors Podcast episode, your host Owen Rask chats with Scott Carmichael of Escala Partners about: – How wealthy families build and preserve wealth – The challenges of transferring wealth across generations – Investment strategies for newly exited business owners – Traits of successful families and the importance of governance If you love learning about wealth management, succession planning, and investing for the long term, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – The T1, T2, T3 framework for family wealth – Scott’s career journey from investment banking to Escala Partners – How ultra-wealthy families create wealth (and the traits they share) – What “day one” looks like after selling a business – The role of investment policy statements (IPS) in long-term wealth planning – Why communication and governance are critical to prevent wealth loss – Lessons families can pass on that aren’t financial – Scott’s advice to his younger self about money and life Resources for this episode - Ask a question (select the Investors podcast) Show partner resources Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question - We love feedback! Follow us on social media – Instagram: [@rask.invest] – TikTok: [@rask.invest] 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 chats with Sarah Nolet and Matthew Pryor: – How big Australia’s ag opportunity really is (55% of land mass in agriculture; ~$3.6t farmland; ~$100b farm-gate output; ~$16b profit) – Tenacious Ventures’ OCP framework for evaluating deals and portfolio construction (incl. 40/60 follow-on reserves) – Deep tech over pure software and why “digitally native ag” doesn’t just mean SaaS – Case studies: SwarmFarm Robotics (robots at scale), Goterra (decentralised waste management using insects and robots), Earthodic (lignin-based coating), plus Jupiter Ionics & Nbryo If you love learning about agtech & venture investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Australia’s agri-food advantages and why small efficiency gains matter for returns – The OCP (Opportunity–Company–Partnership) lens & portfolio pacing (40% initial, 60% follow-on) – Sourcing founders via content and a tight early-stage ecosystem across AU/NZ – Deep tech in ag: companies transforming atoms & molecules, pure not just bits; avoiding the Silicon Valley “over-fund & rush” trap – SwarmFarm’s path from prototypes to robots per week & 10.5m acres covered – Goterrra's decentralised waste “platform” and council use cases – Earthodic's wax-replacement coating leveraging existing infrastructure (no capex-heavy plants) – Fund II's size sizes, typical rounds & who can invest (wholesale/sophisticated) – Final thoughts on climate resilience, farmer adoption & retaining customers once value is proven Resources for this episode Ask a question (select the Investors podcast) Tenacious website Did Silicon Valley kill AgTech? Tenacious Portfolio Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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 Owen Rask and Drew Meredith dive into the gold price collapse, Tesla's results and global small cap ETFs. If you like high growth investing, or stocks in general, you'll get the names and analysis of: - The gold price sell-off - Tesla's results - The launch of Tesla autopilot in Australia - The best way to invest in global small cap ETFs - How to write an investment thesis - QSML or Qiao Ma's fund? If you like this Australian Investors Podcast episode on gold and tech, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Questions answered today: Q1 - Keen to hear your thoughts on the ETF QSML, do you think it’s a decent way for the average investor to get some small-cap diversification? Q2 - You have often mentioned using an investment thesis. What's your advice on writing your own? Q3 - I feel like I’m all over the shop. Can you be too diversified? Episode Resources - Diary of a CEO, with Cathie Wood - Qiao Ma episode on Rask - Owen's full autopilot drive - Free trial to advanced stock valuation tools (used by Owen) - Ask a question (select the Investors podcast) - Visit TermPlus to learn more - Buy Gemma’s book “The Money Reset” Show partner resources - Join Pearler using code “RASK” for $15 of Pearler Credit - Get 50% off your first two months using PocketSmith - View Betashares range of funds Rask Resources - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question or give us feedback 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) Learn more about your ad choices. Visit megaphone.fm/adchoices

Jump back to 2021 and Neuren Pharmaceuticals Ltd (ASX: NEU) share price consistently traded around $1.50 and occasionally breached $2. Within three years it would hit a high of $25 a share. NEU received FDA approval for a drug called Trofenetide, a drug which treats a rare syndrome called Rett Syndrome. With a drug on the shelves in the US, NEU now has the cashflows to self-fund the next leg of growth. In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Jon Pilcher, CEO of Neuren Pharmaceuticals (ASX: NEU) to discuss: – The impact of trofinetide on Rett syndrome patients and families – How Neuren partnered to distribute trofinetide in the US – The lifecycle of drug development – Neuren’s ability to self-fund future R&D and the opportunity with NNZ-2591 – Company culture and separating share price from business performance If you love learning about ASX biotechs and healthcare investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Topics Covered – Trofinetide’s life-changing impact on Rett syndrome patients – The commercialisation and distribution partnership in the US – Stages of drug development explained – Neuren’s strategy to self-fund future growth – The culture at Neuren Pharmaceuticals – The potential of NNZ-2591 and timelines for progress – Why investors should separate business performance from share price movement Resources for This Episode – Neuren Pharmaceuticals – Trail to a Texas Trial – Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask sits down with David Gardner (co-founder of The Motley Fool and author of Rule Breaker Investing) to discuss: – Beating the market vs indexing – The “lose to win” philosophy and position sizing – The six traits of rule-breaker companies – Conscious capitalism, purpose and culture If you love learning about growth investing and finding outliers, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Beating the market: why David still believes individuals can outperform and why most don’t try – Lose to win: accepting frequent small losses to capture rare, massive winners (Babe Ruth analogy) – Six rule-breaker traits: top dog & first mover, sustainable edge, strong price action, leadership/backers, brand love, and “overvalued” narratives – Final thoughts & how to learn more: AI’s role in research (not a reason to quit stock picking) and making portfolios reflect our best vision for our future Chapters (approximate) (00:00) Introduction (03:55) The Optimistic Investor: David Gardner's Journey (07:42) The Power of Stock Picking: A Historical Perspective (11:41) The Art of Writing: Crafting a Book on Investing (27:06) Embracing Loss: Lessons from Babe Ruth and Investing (37:00) The Six Traits of Rule Breaker Stocks (42:27) Traits of Rule Breaker Companies: A Deep Dive (46:40) The Importance of Overvaluation in Stock Selection (47:51) Learning from Past Mistakes: The Yahoo Experience (49:46) Identifying Top Dogs: The Case of Tesla (58:46) The Role of Consumer Experience in Investing (1:03:58) Conscious Capitalism: Merging Profit with Purpose (1:09:38) The Future of AI in Investing (1:17:59) Long-Term Thinking in Investing Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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, Owen Rask and Drew Meredith dive into Tesla Inc (NASDAQ: TSLA), WiseTech Global Ltd (ASX:WTC) and Pro Medicus Ltd (ASX:PME) and whether, or not, it's time to buy. If you like high growth investing, or stocks in general, you'll get the names and analysis of: - Tesla - Pro Medicus - WiseTech - Gold ETFs (and gold in general) - Trump's plan for Gaza - The impact of BHP Group Ltd (ASX:BHP) selling in Chinese Yuan (and NOT US dollars) - Washington H. Soul Pattinson & Co. Ltd (ASX: SOL) and more If you like this Australian Investors Podcast episode on rapid-growth companies, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Questions answered today What are your thoughts on the new range of ETFs Avantis has bought to Australia? - Prado@BeachHouse SOL PATTS is down 14% in a month, is this just some profit taking after the recent Brickworks merger or am I missing something else going on here? - Sell my SOL? Since Owen's bet, Wisetech's share price has gone backwards. Is he still confident in the company breaking the top 20 and winning the cash? - Dicky White How often are derivatives used by investors and are there any ETFs that involve them? - Free the bird Resources for this episode - Free trial to advanced stock valuation tools (used by Owen): Tikr.com/rask - Ask a question (select the Investors podcast): https://bit.ly/R-quest  -Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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 is joined by Marc Jocum to discuss: – Why ASX returns may not repeat the 13% long-run average – The role of income vs growth in portfolios – ETF strategies like A300, ZYAU and AYLD – Why valuations, CAPE ratios and global diversification matter If you love learning about valuations, ETFs, and smart long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. In this episode we cover: – Why historical ASX returns (13%) may not repeat going forward – Understanding income vs growth in today’s market – ETFs explained: A300, ZYAU, AYLD, and GARP – How to manage behaviour, psychology and optimism in investing Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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 talks with Joe Magyer about: – Why Joe launched Seaplane Ventures and the edge of a solo GP – Transitioning from public markets to early-stage venture – How to read unit economics and spot real network effects early – AI’s impact on venture and today’s warmer but selective market If you love learning about venture capital, SaaS and network effects, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Seaplane Ventures 101: motivation, fund structure and why Austin helps but isn’t everything – Process to “yes”: sourcing, diligence checklists, founder fit, reference calls and valuation context – The market now: post-2021 reset, AI-led momentum and where competition still bites (allocations) – Final thoughts & how to learn more: why pre-seed/seed remain attractive and where craftsmanship still wins Show partner resources Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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