Australian Investors Podcast

Rask
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Nov 11, 2022 • 54min

My Xero valuation, 10% in FANG, property down 15%?, NAB, FTX goes down, QUAL, bonds, Disney & more!

The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors is back for Q&A hosted by experienced financial planner Drew Meredith, CFP and experienced analyst Owen Rask. This segment is called 2 Sense -- and it's our super-popular new episode format.In this episode, Owen & Drew tackle results from Xero Limited (ASX: XRO), why Drew invested "10%" of his Super in the Global X FANG+ ETF (ASX: FANG), crypto collapses, bonds and more.SHOW NOTES & VIDEO VERSIONJoin Selfwealth and get 5 free ASX trades!The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!Join Selfwealth and get free tradesJoin inside 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 trialClick here to join Intelligent Investor today ($100 off)J.P. Morgan Asset ManagementThe Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website.INVESTMENT WARNINGImportant note: at the time of recording, guests (or their clients) may have a position in some of the companies mentioned. Please pay attention to the risks mentioned by Owen & Luke and ensure you consult a licensed financial planner before you act on the information presented in this podcast. Owen does not have a position in any of the companies mentioned in this podcast. This podcast contains general financial information only, issued by The Rask Group Pty Ltd. It does not take into account your needs, goals or objectives. So speak to a licenced and trusted financial adviser before you act on the information. Past performance is not a reliable indicator of future performance Learn more about us at www.rask.com.au/FSGPodcast recorded: 11 November, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
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Nov 9, 2022 • 35min

The "central scenario" for US rates, credit, the US economy & an average day for a bond manager ft. Adam Grotzinger

Adam Grotzinger, CFA is a fixed-income expert for Neuberger Berman based in Chicago, USA. While Adam Grotzinger was in Noosa, Queensland, he sat down with Owen Rask and Drew Meredith, CFP to talk about markets, the economy, interest rates and more, on The Australian Investors Podcast.SHOW NOTES & VIDEO VERSIONJoin Selfwealth and get 5 free ASX trades!The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!Join Selfwealth and get free tradesJoin inside 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 trialClick here to join Intelligent Investor today ($100 off)J.P. Morgan Asset ManagementThe Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website.INVESTMENT WARNINGImportant note: at the time of recording, guests (or their clients) may have a position in some of the companies mentioned. Please pay attention to the risks mentioned by Owen & Luke and ensure you consult a licensed financial planner before you act on the information presented in this podcast. Owen does not have a position in any of the companies mentioned in this podcast. This podcast contains general financial information only, issued by The Rask Group Pty Ltd. It does not take into account your needs, goals or objectives. So speak to a licenced and trusted financial adviser before you act on the information. Past performance is not a reliable indicator of future performance Learn more about us at www.rask.com.au/FSGPodcast recorded: 28 October, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
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Nov 7, 2022 • 1h 5min

The best lithium stock? Vulcan, LKE, CXO, Pilbara & Luke Laretive's 3 high conviction share ideas

ASX lithium shares are all the rage in 2022, but do lithium shares have what it takes to succeed?Luke Laretive is the founder and CEO of Seneca Financial Solutions in Melbourne, and he has a background in investment research and mining -- making him the perfect guest on The Australian Investors Podcast to talk about lithium shares like Lake Resources Ltd (ASX: LKE), Core Lithium Ltd (ASX: CXO), Pilbara Minerals Ltd (ASX: PLS) and Vulcan Energy Resources Ltd (ASX: VUL).SHOW NOTES & VIDEO VERSIONJoin Selfwealth and get 5 free ASX trades!The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!Join Selfwealth and get free tradesJoin inside 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 trialClick here to join Intelligent Investor today ($100 off)J.P. Morgan Asset ManagementThe Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website.INVESTMENT WARNINGImportant note: at the time of recording, guests (or their clients) may have a position in some of the companies mentioned. Please pay attention to the risks mentioned by Owen & Luke and ensure you consult a licensed financial planner before you act on the information presented in this podcast. Owen does not have a position in any of the companies mentioned in this podcast. This podcast contains general financial information only, issued by The Rask Group Pty Ltd. It does not take into account your needs, goals or objectives. So speak to a licenced and trusted financial adviser before you act on the information. Past performance is not a reliable indicator of future performance Learn more about us at www.rask.com.au/FSGPodcast recorded: 28 October, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
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Nov 4, 2022 • 57min

Macquarie's HY, Domino's dumped, VDHG & go away?, buying an Indian restaurant, EML or Zip & speccy IPOs [2 Sense]

The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, back for our Q&A session, "2 Sense", hosted by Drew Meredith, CFP and Owen Rask. In this episode, Owen & Drew tackle results from Macquarie Group Ltd (ASX: MQG), Domino's Pizza Enterprises Ltd (ASX: DMP) and dive into Vanguard Diversified High Growth ETF (ASX: VDHG). [2C filing] “2 sense”Submit your question or make a bold statement here.Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered.If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question.Join Selfwealth and get 5 free ASX trades!The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!Join Selfwealth and get free tradesJoin inside 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 trialClick here to join Intelligent Investor today ($100 off)J.P. Morgan Asset ManagementThe Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website.The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Nov 2, 2022 • 23min

Will Hamilton: How to build portfolios & the key questions all investors should ask

Will Hamilton is the managing partner of Hamilton Wealth Partners, one of the leading financial advice businesses in the country. An investment and advice veteran, with 35 years of experience, Will Hamilton is frequently voted in Australia's top 10 financial advisers.Will sat down with Drew Meredith, CFP, of Wattle Partners Financial Planning, and Owen Rask, founder of Rask Australia, to talk about the key questions of 2022 and get Will's top advice for 2023.Who is Will Hamilton?Please note: this podcast was recorded in audio-only format, at Noosa, on October 10, 2022.Podcast resources ASK A QUESTION Hamilton Wealth Partners website Email Will Hamilton Email Drew Meredith Join Owen inside Rask Core Say thanks to our tremendous sponsorsJoin Selfwealth and get 5 free ASX trades!The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!Join Selfwealth and get free tradesJoin inside 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 trialClick here to join Intelligent Investor today ($100 off)J.P. Morgan Asset ManagementThe Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website.The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Oct 31, 2022 • 32min

The 3 best indicators of performance, top-down v bottom-up, private equity funds & more ft. Lincoln Smith, Kevin Toohey, Drew Meredith & Owen Rask

Kevin Toohey of Atchison Consultants and Lincoln Smith of Albourne Partners are investment researchers and consultants with expertise spanning multiple asset classes. In this Australian Investors Podcast episode, Drew Meredith, CFP and Owen Raszkiewicz host Kevin and Lincoln and get them to answer a bunch of questions around the macroeconomic outlook, how stock markets work and the way they invest. You each get three indicators to research and predict the 3-year performance of the stock market (e.g. factors, macro signals, etc.); but you can’t pick the same indicator the other person just picked. Meaning, we’ll go one at a time and you have to pick an indicator and explain how it helps you form a view.What do you think is most compelling risk-adjusted market right now? Explain.Why does the stock market go up over the long run?How much of the way you invest your own money is top-down versus bottom-up?What is the number-one question you’re getting right now?What’s one thing you believe about investing that few people agree with you on?Resources: Find Lincoln Smith on Albourne.com Kevin Toohey on Atchison Consultants Drew Meredith on Wattle Partners Owen Rask on Twitter ~~~ Say thanks to our tremendous sponsors ~~~Join Selfwealth and get 5 free ASX trades!The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!Get tradesJoin inside 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~~~ WARNING ~~~The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Oct 28, 2022 • 47min

ANZ's report, GEAR's 17% yield(?!), offsets or stocks, investing for kids & why Drew hates DRPs [2c]

Australian Investors Podcast's "2 cents" is back with Drew Meredith and Owen Rask. In this light-hearted question and answer session, Owen Rask and Wattle Partners' Drew Meredith field your investing questions and topics.Topics covered today:Why are my returns negative?Does BetaShares GEAR ETF really have a 17% yield?Australia and New Zealand Banking Group's (ASX: ANZ) full year results and what matterMacroeconomics and why Drew and Owen are both probably wrongWhat happens if an ETF provider goes insolvent?Offset versus sharesInvesting $1,000 for kids~~~ ASK A QUESTION ⁉️ ~~~Submit your question or make a bold statement here: https://bit.ly/3QtiY00Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered.If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question.~~~ Resources ~~~ Question: https://bit.ly/3QtiY00GET YOUR ASA TICKETS: https://bit.ly/asa_investorsummitGet Owen's analyst training: https://t.co/ZPYMJWQK89Get in touch with Drew: https://www.wattlepartners.com.au/?utm_source=RASKFind Owen on Twitter: https://www.twitter.com/owenrask~~~ Say thanks to our tremendous sponsors ~~~Join Selfwealth and get 5 free ASX trades!The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!Get trades: https://bit.ly/selfwealth-RaskJoin inside 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:https://www.rask.com.au/ii-trial?utm_source=AIP~~~ WARNING ~~~The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Oct 26, 2022 • 49min

Wayne Hooper, CEO of Laserbond Ltd (ASX: LBL) | Exclusive Interview on The Australian Investors Podcast

Wayne Hooper is the CEO of Laserbond Ltd (ASX: LBL), a $90 million business listed on the ASX that performs surface engineering.Wayne Hooper sat down with Owen Rask on The Australian Investors Podcast at Laserbond's Sydney-based factory in Smeaton Grange.Full show notes: https://www.raskmedia.com.au/2022/10/26/laserbond-lbl-wayne-hooper/Video version: https://www.youtube.com/watch?v=geRLAorTM5EPodcast resources Show notes ASK A QUESTION Laserbond Ltd website Owen Rask on Twitter Join Selfwealth and get 5 free ASX trades!The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!Join Selfwealth and get free tradesJoin inside 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 Intelligent Investor today ($100 off)The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Oct 24, 2022 • 1h 24min

Finding the ASX's best 10 companies, failure, grit, the top investor letters & so much more | Nathan Bell from Intelligent Investor

In the latest episode of The Australian Investors Podcast, Owen Rask was joined by Nathan Bell, the Head of Research & Portfolio Management at Intelligent Investor.VIDEO VERSION: https://youtu.be/nhyJh56cQFoSHOW NOTES: https://www.raskmedia.com.au/2022/10/24/nathan-bell-intelligent-investor/About Nathan Bell Nathan discovered value investing after spending nine years as an accountant, including five at Deutsche Bank that ended in 2006, and has been with Intelligent Investor ever since. He is a CFA charter holder and his experience has guided the company’s strong performance since 2011. Currently, the Intelligent Investor Ethical Shares Fund is open to secondary offers.Join Selfwealth and get 5 free ASX trades!The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth and get free tradesJoin inside 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 trialClick here to join Intelligent Investor today ($100 off)The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.Investsmart, the owner of The Intelligent Investor, is a long-term sponsor of The Australian Investors Podcast. Owen Rask owns shares of RPMGlobal (ASX: RUL). Learn more about your ad choices. Visit megaphone.fm/adchoices
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Oct 21, 2022 • 1h 1min

OCL, TNE, NDQ or QQQ, 60/40, GEAR, equal weight, VAE & how to become an analyst [2 Sense]

The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP.This week, Owen and Drew cover:- Objective Corp Ltd (ASX: OCL)- TechnologyOne Ltd (ASX: TNE)- Betashares Nasdaq 100 ETF (ASX: NDQ)- Invesco QQQ ETF- What is a 60/40 portfolio?- Do equal-weight ETFs make sense?- How can I become an investment analyst?- Vanguard VAE or iShares IAA- GEAR ETFs - do leveraged ETFs make sense?~~~ ASK A QUESTION ⁉️ ~~~Submit your question or make a bold statement here: https://bit.ly/3QtiY00Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered.If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question.~~~ Resources ~~~ Question: https://bit.ly/3QtiY00GET YOUR ASA TICKETS: https://bit.ly/asa_investorsummitGet Owen's analyst training: https://t.co/ZPYMJWQK89Get in touch with Drew: https://www.wattlepartners.com.au/?utm_source=RASKFind Owen on Twitter: https://www.twitter.com/owenrask~~~ Say thanks to our tremendous sponsors ~~~Join Selfwealth and get 5 free ASX trades!The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades!Get trades: https://bit.ly/selfwealth-RaskJoin inside 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:https://www.rask.com.au/ii-trial?utm_source=AIP~~~ WARNING ~~~The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

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