

Australian Investors Podcast
Rask
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
Episodes
Mentioned books

Aug 10, 2022 • 48min
Are Australian house prices really crashing? Boots on the ground with Chris Bates
Are Australian property prices crashing in 2022? Are house prices in Sydney and Melbourne falling really hard? I -- Owen -- was recently joined by leading Australian mortgage broker Chris Bates, from Wealthful, to talk about the state of property prices in Melbourne, Sydney, Brisbane and right around Australia. If you like this show with Chris Bates you'll LOVE our five-part Property Investor Mini Series featuring Chris that aired just a few months ago. Talking points
Are we seeing weakness in the Sydney property market?
Which markets and properties are most affected?
Are interest rates peaking?
Is it worth fixing a loan at today's rates?
Why borrowing capacity has been reduced across the board
Are regional cities still performing?
How about units and apartments?
Was the RBA's Phillip Lowe to blame for falling property prices?
Chris' best advice for:
First home buyers
Upgraders
Investors
Podcast resources
Get in touch with Chris at Wealthful
Owen’s recent podcast with Pete Wargent, leading property economist and buyers agent
Property Investor Mini Series
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 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) Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 8, 2022 • 59min
Gold or Bonds? Why Not Both? Ft. Kanish Chugh Of ETF Securities
The gold price performed strongly over the past year while bond prices tanked. Kanish Chugh from ETF Securities and Owen Rask talk about how to use gold in a portfolio, why bonds are still relevant and how to build a diversified portfolio.Kanish is a regular guest on The Australian Investors Podcast. Be sure to subscribe if you like the show and want to get into the investing weeds more often.Best GOLD ETFs - Owen's articleGet Owen’s take on the Best Gold ETFs in Australia on Best ETFs.List of questions answered during the gold v bonds podcast episodeQuickfire (sub-60-second answers):
What’s been the best investment you’ve made?
What’s been the worst investment?
Who’s the best finance presenter (e.g. at an event presentation, in a video, TedTalk, etc.) you’ve ever seen?
What are the 2-3 things you would look at if you were researching a commodities-focused fund?Why has the gold price done so well for Aussie investors? How much is too much gold in a portfolio?When you’re looking to get information or insights on using commodities in a portfolio, which resources do you use (websites, particular analysts/authors, etc.)?Recently, bonds have taken a turn for the worst as long-duration assets have been hit by rising interest rates. Global fixed interest and Aussie fixed interest ETFs have both been hurt. For example, the Vanguard VIF bond ETF is down from over $50 in 2020 to around $40 at the time of recording (a ~20% fall). Do you suspect we’ll still see weakness in long-duration assets?Imagine you had a hypothetical 60/40 portfolio in front of you, Kanish. It’s a blank canvas but you know it has 60% growth assets, 40% risk-off assets. So the portfolio is 40% defensive assets, which could include whatever defensive assets you think about. How would divvy up that 40%? Why did ETF Securities decide to launch two new funds, USD High Yield Bond (Currency Hedged) ETF (ASX: USHY) and Treasury Bonds (ASX: USTB), right now? One of the things investors might question with these two funds is tracking error. Why do the two ETFs exhibit tracking error? High yield credit is particularly interesting to me. If we could leave investors with 2 or 3 key insights about high-yield bonds what would they be?Podcast Resources
Kanish Chugh’s first GOLD podcast with Owen Rask
Learn more about the GOLD ETF
Learn more about the ETF Securities ETF range
Best gold ETFs in Australia – Owen’s article
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 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) Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 5, 2022 • 56min
Results blitz: ALC, PYPL, SQ, PLY, GOOGL, AAPL, PNI, MQG, AFIC & AMZN
Drew Meredith, CFP and Owen Rask are back talking ASX Reporting Season and US stock market quarterly reports.Every week: Owen & Drew will summarise 10 key company reports. Subscribe to The Australian Investors Podcast on your favourite podcast player. (using the links above)In this ASX reporting season, Owen Rask & Drew Meredith cover the following companies.ASX shares:
Pinnacle Investment Management Ltd (ASX: PNI)
PlaySide Studios Ltd (ASX: PLY)
Macquarie Group (ASX: MQG)
Block CDI (ASX: SQ2)
Australian Foundation Investment Company (ASX: AFI) or AFIC
US stocks:
PayPal Holdings Inc (NASDAQ: PYPL)
Block CDI (NYSE: SQ)
Amazon.com Inc (NASDAQ: AMZN)
Apple Inc (NASDAQ: AAPL)
Alphabet Inc (NASDAQ: GOOGL)
Want us to cover your company?If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, say g'day to Owen on Twitter.Watch the video version on the Rask Australia YouTube page.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-analystJoin 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)Trade ASX, US & HK stocks for just $9.50!The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 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!✅ Click here to join SelfWealthAccess Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:🗞 Click here to join today (10% off)📱 Free 15-day trialIf you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).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.Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 5th of August 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 3, 2022 • 50min
Inside Supply Network (ASX:SNL) & National Tyre (ASX:NTD) ft. Raymond Jang
National Tyre & Wheel Ltd (ASX: NTD) shares have been sold down while Supply Network Limited (ASX: SNL) has powered ahead. In this episode of The Australian Investors Podcast, analysts Owen Rask and Raymond Jang take a good hard look at the story behind these two companies.Supply Network sells trucks and bus parts under the Multispares brand in Australia and New Zealand. The business was founded by Harry Forsyth when he started selling spares for buses in the 1970s, he remains the majority shareholder with 30%. It strives to provide the biggest range, best quality parts at the best prices through its significant scale advantage, commitment to customer service and deep expertise.National Tyre & Wheel is Australia's largest independent tyre and wheel distributor, specialising in importing tyres and distributing them throughout Australia. NTD's business model has included buying other independent distributors in the hope of 'rolling them up' into what is now the leading independent brand. NTD's roots trace back to Terry Smith and Exclusive Tyres, which was the original and exclusive importer of Cooper & Micky Thompson tyres. It has operations around Australia, New Zealand and even South Africa.Watch the video version on the Rask Australia YouTube page.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-analystJoin 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)Trade ASX, US & HK stocks for just $9.50!The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 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!✅ Click here to join SelfWealthAccess Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:🗞 Click here to join today (10% off)📱 Free 15-day trialIf you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).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.Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 29th of July 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 2, 2022 • 26min
Bonus: Owen's ASX Reporting Season checklist [free download]
Ready for ASX reporting season?In this episode of The Australian Investors Podcast, Kate Campbell and Owen Rask jump into your feed for a bonus episode, to share our free ASX annual report checklist, that you can download and use throughout reporting season.DOWNLOAD CHECKLIST HERE: bit.ly/reporting2022Watch the video version on the Rask Australia YouTube page.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, checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor Bootcamp: bit.ly/rask-analystJoin 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)Trade ASX, US & HK stocks for just $9.50!The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 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!✅ Click here to join SelfWealthAccess Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:🗞 Click here to join today (10% off)📱 Free 15-day trialIf you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).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.Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 1st of August 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 29, 2022 • 1h 4min
The future of investing is already upon us, ft. SixPark's Pat Garrett
Pat Garrett is the CEO and co-founder of SixPark. Pat Garrett joins Owen Rask on The Australian Investors Podcast to talk about robo investing, the rise of ETFs, asset allocation puzzles, the future of investment advice and so much more.Some of the questions I -- Owen -- asked Pat include:
With a 10-year view, what's more underrated by Australian investors: the technology or resources sector?
What's the best beach you've ever surfed?
How did Pat's Systems Engineering degree get him into Wall Street and investment banking?
What is robo investment advice & how does SixPark add value to investors?
What is the future of wealth management and brokerage?
How SixPark's mean-variance optimisation result in the selected ETFs
Why doesn't SixPark invest in gold?
What's most impactful for investors: automation, investment philosophy or security selection?
What are the three most powerful behavioural biases?
Why is it called "SixPark"?
Watch the video version on the Rask Australia YouTube page.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-analystJoin 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)Trade ASX, US & HK stocks for just $9.50!The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 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!✅ Click here to join SelfWealthAccess Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:🗞 Click here to join today (10% off)📱 Free 15-day trialIf you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).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.Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 25th of July 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 27, 2022 • 1h 7min
Kelly Partners' Brett Kelly on life, business and sacrifice
In addition to starting and running Kelly Partners, one of Australia's largest accounting networks, Brett is an avid reader, multiple author, Warren Buffett & Charlie Munger disciple, and somewhat of a polymath.Here is a list of the questions I asked Brett during our recording:
If you could have dinner with one living person and you had to choose the restaurant, who would it be and where would you take them?
What's one lifestyle hack you wish you knew 20 years ago?
Did you grow up with an entrepreneurial streak, Brett? Was business and entrepreneurialism part of your childhood?
How do you, Brett Kelly, think about personal sacrifice and growth?
What led you to start Kelly+Partners in 2006? How did you know it was the right opportunity for you?
What makes Kelly Partners so special?
As you grow, your company may need to make more acquisitions, which may mean more of these decisions get made outside of you. Such as what's happened with Mark Leonard and his six business units. How will Kelly+Partners deal with those challenges?
If you hand a new CEO one book, what would it be?
Can you explain this to me and maybe reflect on the statement for yourself? "The great tension in life is the difference between who we are and who we want to be."
If you could teach your child 1 thing about investing, what would it be?
Watch the video version on the Rask Australia YouTube page.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-analystJoin 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)Trade ASX, US & HK stocks for just $9.50!The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 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!✅ Click here to join SelfWealthAccess Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:🗞 Click here to join today (10% off)📱 Free 15-day trial Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 26, 2022 • 7min
16,000 students & counting - Thanks!
I interrupt our regular programming for a special update.Here’s a quick update on what we’ve been working on behind the scenes at Rask.Proper financial education is nearly impossible in Australia for the masses. We wanted to address that.Every day we check our total enrolments as a sign of hope, pride and achievement. Recently, we crossed 16,000 students enrolled in Rask courses. A massive achievement for us at Rask. That’s 16,000 families who have been positively impacted by our sensible, optimistic, focused strategies to help them out of debt and into long-term investing.Many of the courses on Rask are free. And we’ve just launched our biggest cluster of courses called Rask Roadtrip. It’s a series of 6 online short courses, covering investing for the first time, saving on tax, repaying debt, the psychology of feeling more positive about money, and a crash course anyone can use to understand and sort out their Super. These are all completely free.I say again - the Rask Roadtrip is entirely free. They are in addition to heaps of other free resources.If you’re worried about your mortgage or want to buy a property, take our debt course and property 101 course.Or if you want to invest for the first time but don’t know how we teamed up with Equity Mates for the official get started investing course.If you want to grow your wealth and do it in an informed way, our ETF investing course is the most popular course we have, teaching you the essentials of ETF investing. I think it’s the most popular ETF course in Australia.If you’re worried about interest rates on your car loan, have credit cards up eyeballs, loans to family or friends or maybe even Buy Now, Pay Later from Afterpay or Zip — take our debt course. It’s part of Rask Roadtrip. We’ll teach you the two easiest ways to pay down debt and get free help from an expert.The big reason I want to celebrate these milestones is that the world of long term investing is actually a very positive place, filled with opportunity and value creation. And learning to avoid the doomsayers and toxic armchair experts on tv or on social media is hard.And right now, more than I’ve seen in the past 10 years, things are scary for a lot of our family and friends. Job security, higher debt repayments and falling property and share prices are scary. ANZ and Finder research shows the number one stresser is a mortgage repayment, followed by groceries. I don’t think I’ve eaten an iceberg lettuce in 2022.Despite all the doom and gloom, you should know that you’re not alone. Our podcasts, memberships, free courses and online resources are here to support what is usually a solo journey.I get to speak to nearly 100,000 investors through these podcasts. But I also speak with dozens of Australia’s biggest fund managers, professional sporting teams, parents, private investors and folks pursuing FIRE. Everyone I talk to recognises the need for high quality education.Even if you don’t need to take a course on personal finance, chances are a friend, colleague or family member does. Please share any of our resources with your family and friends, knowing that it’s genuine and we’re not going to lead your loved one down the garden path. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 22, 2022 • 55min
Psychology, gambling, investing & writing, a discussion with Graham Witcomb, CFA
This conversation is fascinating in more ways than one. Probably the most interesting story was how Graham took steps to make his first ever investment in the deepest, darkest moments of the GFC. Graham bought $2,000 of shares in an investment bank (Macquarie, of all things), then took on a loan to participate in a capital raising ($15,000), and then took his capital and used more leverage to grow his total investment to around $50,000.As Graham attests, his first investment was mostly luck, not skill. However, it serves to set the scene for the direction of the conversation with Graham Witcomb and Owen Raszkiewicz: where psychology and mindset collide with value investing.Topics covered include:
Where's the best place to ski in the world? (Graham doubles as a ski instructor)
If you could pick 3 investing factors or ratios to study a company's financials, which you choose and why?
What's the difference between investing and gambling?
Why on earth did Graham invest in Macquarie during the GFC?
How did Graham improve his investment writing, and why was it so important?
Which biases do you think you're most impacted by, how do you know and what do you do to combat them?
What are Graham's favourite books for learning about value investing?
Graham's lessons learned from following CSL Limited (ASX: CSL), Sydney Airport (ASX: SYD) and Berkshire Hathaway (NYSE: BRK) for many years?
Watch the video version on the Rask Australia YouTube page.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-analystJoin 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)Trade ASX, US & HK stocks for just $9.50!The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 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!✅ Click here to join SelfWealthAccess Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:🗞 Click here to join today (10% off)📱 Free 15-day trial Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 20, 2022 • 50min
Lessons from nearly 20 years of beating the market, ft. Fidelity's Paul Taylor
The Fidelity Australian Equities Fund launched in June 2003 and as of June 2022, the fund had outperformed its benchmark, the S&P/ASX 200 Accumulation Index, by roughly 2.3% per annum. However, Paul's time with Fidelity started in late 1990s. Meaning that over Paul's career he has seen around 10 'crises' of various stripes.In this Australian Investors Podcast with Paul Taylor, the two investors cover questions like:
If you could only pick 3 financial metrics from a company's financials, what would you include?
How do you go about valuing companies?
How does Fidelity build a "360-degree view" of a company?
What are the 2-3 key ideas other investors can learn from Paul's market-beating returns?
Why a low portfolio turnover important to Paul and the team
You can listen to the episode using the links below, or watch the podcast via YouTube.Watch the video version on the Rask Australia YouTube page.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-analystJoin 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)Trade ASX, US & HK stocks for just $9.50!The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 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!✅ Click here to join SelfWealthAccess Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:🗞 Click here to join today (10% off)📱 Free 15-day trialIf you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).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.Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 12th of July 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices