Australian Investors Podcast

Rask
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May 12, 2022 • 1h 5min

Inside Australian Cryptocurrency ETFs, ft. Ophelia Snyder | Bitcoin (EBTC) & Ethereum (EETH) Launch

Cryptocurrency ETFs are now live and trading in Australia, with ETF providers including ETF Securities and 21 Shares launching their Bitcoin ETF (CBOE: EBTC) and Ethereum ETF (CBOE: EETH).This Australian Investors Podcast episode was recorded in December 2021 and features Kanish Chugh, of ETF Securities, and Ophelia Snyder, co-founder of 21 Shares.This podcast on cryptocurrency ETFs is split into two parts:~3:00 Part 1) Kanish Chugh talks about his firm's two new crypto ETFs, being EETH & EBTC, how crypto ETFs are constructed, custody of Bitcoin and Ethereum, and the security protocols in place.~16:00 - Part 2) 21 Shares' Ophelia Snyder talks about her journey, provides an overview why blockchain technologies exist, how Bitcoin differs to Ethereum, NFTs and the different ways people can buy and hold cryptocurrencies.Resources: Learn more about the Bitcoin & Ethereum ETFs Reach out 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. Get $100 off at checkout using the code: VALUEINVESTOR.Join 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)If 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: December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices
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May 11, 2022 • 32min

🏚 Property upgrades (done right) | how to upgrade your property investments | Property Investor series [2/5]

Welcome to the second Property Investor podcast mini series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates.This is part 2 of 5 of our property investing mini series.In episode two, Chris Bates and Owen Rask discuss upgrading (e.g. from first property to inner city) in detail, including: Do I buy first or sell first? Bridging loans - do they work? Should you buy a house as an investment before you need it? What is a "sister city" and why do they count? Big builds and the "profitless boom": Construction loans Renovations Fixed price contracts Resources: Owen Rask on Twitter Wealthful website 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. Get $100 off at checkout using the code: VALUEINVESTOR.Join 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)If 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: April 8th 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
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May 6, 2022 • 22min

🏋️ Understanding Investing Biases & Mental Models

Investing biases are incredibly powerful, so it's vital we understand them. It's only then we can use mental models and frameworks to control or empower, our investing.In this short podcast, I take you through some of the most common and powerful biases, such as confirmation biases, recency biases, linear thinking, loss aversion and more.To learn more about these concepts, I strongly encourage you to take advantage of these resources.Download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analystResources: Investing: The Last Liberal Art Influence: The Psychology of Persuasion Poor Charlie’s Almanack Munger’s speech: The Psychology of Human Misjudgement Farnam St Blog Which tools are your favourite? Let us know:Owen’s Twitter: https://twitter.com/owenraskWatch 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.Get $100 off at checkout using the code: VALUEINVESTOR.Join 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)If 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 May 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
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May 3, 2022 • 42min

🏚 Property Investing 101 | Property Investor series [1/5]

Welcome to the Property Investor podcast mini series on The Australian Investors Podcast, featuring Owen Rask and mortgage broker Chris Bates.This is part 1 of 5 of our property investing mini series.In episode one, Chris Bates and Owen Rask discuss: Why property is different to other asset classes The historical of performance of property Inflation, rates & property How property investing goes bad Why property is solely a play on capital growth The taxable nature of property investing Resources: Owen Rask on Twitter Wealthful website Watch the video version on the Rask Australia YouTube page.Take Owen's Value Investor Program (USE CODE 'LEVELUP' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-matesJoin 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), by heading to:Join today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIPFree 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIPIf you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).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.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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May 2, 2022 • 46min

📈 Become a value investor with Equity Mates and Owen Rask

Do you want to invest like an analyst and learn to value individual companies? Is value investing dead? What’s on Owen’s watchlist?In this special crossover episode between Rask Australia and Equity Mates, Owen Rask and Bryce & Alec from Equity Mates, announce the launch of the Value Investor Program, a new program designed to give you all of the tools and knowledge you need to invest successfully in companies and develop your curiosity.Plus, Owen discusses whether value investing is dead, mental biases we face as investors, and an overview of an ASX company on his watchlist.Take the Value Investor Program (USE CODE 'VALUEINVESTOR' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-matesGet Started Investing with Equity Mates: education.rask.com.au/courses/get-started-investing-equity-matesWatch the video version on the Rask Australia YouTube page.Join 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), by heading to:Join today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIPFree 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIPIf you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).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.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/fsgDate recorded: April 22 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
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Apr 29, 2022 • 1h 12min

🏋️ How company valuation works, ft. Ryan Newman, CFA | DCF to CAPM, we've got you covered

In this Investor Bootcamp episode on The Australian Investors Podcast, Owen Rask is joined by Ryan Newman, CFA to talk about company valuation. It's everything you need to know about how stock market valuation is done in practice. Download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analystTopics covered include: What is valuation? Why does it matter? Valuation multiples - the good, bad and ugly Discount rates - how they're calculated in academia v practice, what they mean, the impact of interest rates, etc. Free cash flow calculation - how, what & why? How a DCF works & rules of thumb (incl. rebuilding an income statement and working capital, etc.) Dividend Discount Models (DDM) - when these types of 'cash flow to equity' valuations are used (banks, REITs, annuities, etc.) Where and how Ryan learned about valuation ResourcesMotley Fool - https://www.fool.com.auRyan’s Twitter - https://twitter.com/TMFNewmyMorgan Housel - Other Industries presentation: https://www.youtube.com/watch?v=wml0xO4cG8g BCG analysis of stock returns (see the Bootcamp Training Manual)Ryan's preferred book: https://danielcoyle.com/the-talent-code/Please, leave me a kind review if you like the show! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - 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.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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Apr 27, 2022 • 1h 48min

Interview: Bob Desmond, Claremont Global - High Conviction

Bob provides an in-depth overview of the investment process at Claremont Global and demonstrates this through a lot of global names.This chat instilled valuable insights into the qualities a business and a management team ought to possess to become truly great.Talking pointsIntroduction - Bob Desmond gives a fascinating rundown of what it was like growing up in his home country, Zimbabwe.08:15 - Bob's investing career spanning across Zimbabwe, London and Sydney.24:30 - The Claremont Global investing philosophy starting off with an in-depth discussion about why people and patience are so integral. Companies mentioned include Ross Stores (NASDAQ: ROST) and LVMH (EPA: MC).36:00 - Why the team at Claremont Global tries to ensure that process and the portfolio are prioritised over one's ego.40:00 - A different view within the team helped Bob avoid making a mistake (to date) of investing in Alibaba (HKG: 9988).42:00 - Bob gets stuck into the heavy lifting process of carrying out on the ground research to understand what makes companies so special. He uses Sherwin-Williams (NYSE: SHW) as an illustration.48:30 - The quick numerical metrics that Claremont Global uses to filter out companies.56:00 - Bob walks through the compound probability framework to determine the forecastability of businesses. Google (NASDAQ: GOOGL) gets a special mention.60:00 - How Bob and Claremont Global have curated a list of around 100 investable companies in their universe.71:00 - What Bob and his team look for in a high-quality management team.77:00 - Bob uses Meta Platforms (NASDAQ: FB) as a case study where he and the team couldn't attain conviction on the quality of the management team.79:30 - The valuation metrics applied at Claremont Global.87:30 - Why Claremont Global takes the view that European and ASX stocks tend to trade at a premium to the US.90:30 - How Claremont Global monitors potential fade in a company's competitive advantage.93:00 - The qualities that Bob looks for in a colleague.102:00 - Bob reveals the people who have had the most influence on him as a person and investor.Watch the video version on the Rask Australia YouTube page.Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP".If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).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.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/fsgDate recorded: April 13th, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
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Apr 22, 2022 • 41min

🏋️ 6 top investing tools for analysts & investors

Here are our top investing tools and best investment apps, software and programs for analysts and investors.VIDEO VERSION: https://youtu.be/jZmk7EmNz3ADownload Owen's Investor Bootcamp training manual: https://bit.ly/rask-analystIn this Investor Bootcamp mini-series episode of The Australian Investors Podcast, analysts Owen Rask and Raymond Jang share some of their favourite investing tools with you.We also hear directly from the founder of Stocklight, Jason Kotchoff, who tells us why he created Australia's premier investing app.Investing tools discussed: Tikr - review financial data and transcripts - get a free account (our affiliate link) Simply Wall St - filter and find investment ideas Strawman.com - scuttlebutts and insights Morningstar.com - research and valuation guides/comparisons, contrary views Whale Wisdom - track global funds Stocklight - track your portfolio, access news & reports Notion - journal, record research, monitor thesis Watch the video version on the Rask Australia YouTube page.Take one of our intelligent investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.Access Owen's 10 high conviction small-cap recommendations today, with $500 off using the coupon code "AIP".If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - 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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 22nd of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
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Apr 20, 2022 • 32min

Does stock valuation actually matter? Ft. Brian Feroldi

Brian Feroldi is the author of Why Does The Stock Market Go Up?, an investor in high-growth stocks, and a fantastic investment educator.Brian Feroldi recently joined Owen Rask on The Australian Investors Podcast to talk about Brian's investment checklist, why and how he invests in high growth stocks/businesses, and why Brian Feroldi is no longer following a traditional 'value investor strategy' like that of Ben Graham.➜➜ Resources for this episode:Brian Feroldi on The Australian Finance PodcastMicroCap Club presentation (and charts)Brian Feroldi's checklistBrian's new book➜ Rask's money & investing courses: https://education.rask.com.au➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up/➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia➜ Hang with us on IG: https://www.instagram.com/raskaustralia➜ Twitter for cool kids: https://twitter.com/RaskAustralia➜ Tiktok for laughs: https://www.tiktok.com/@raskinvestIf you want to thank us for putting this show together, please give The Australian Investors Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).*Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. unless specifically disclosed.***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/fsgDate recorded: 8th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
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Apr 15, 2022 • 35min

🏋️ Our 10 favourite investor websites & newsletters

When I (Owen) started my investing journey I was so privileged to be surrounded by great writers who doubled as great analysts, at The Motley Fool. The likes of Bruce Jackson, Joe Magyer, Matt Joass, Claude Walker, Andrew Page, Mike King, Scott Phillips, Ryan Newman…For the record, growing up I was never a reader. Never. Ever. Pick up a book and read? No, thanks!I stayed that way until I discovered investing in my late teens/early 20s. So it was here, during my time at the Motley Fool, that I developed an insatiable appetite not only for investment research but reading and writing. Fortunately for you, the investing world has changed for the better since I started.New investor newsletters and websites have emerged to help their authors -- and you -- invest better.Here is a list of Raymond and my favourite investing newsletters and/or websites for aspiring analysts.🏋️ Owen's Investor Bootcamp training manual: https://bit.ly/rask-analystWatch the video version on the Rask Australia YouTube page.Take one of our intelligent investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.Access Owen's 10 high conviction small-cap recommendations today, with $500 off using the coupon code "AIP".If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - 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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 14th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

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