Australian Investors Podcast

Max is a founding partner and managing director with Invesco Global Real Estate, which manages around $80 billion across the US, Europe and Asia.Max and I talk about the challenges facing the global property market then dive into particular opportunities such as the ‘retail apocalypse’, rising inflation and interest rates, as well as the key sectors Max is most excited about.Over the past 12 months, the conversation around inflation and interest rates has been the key talking point for most asset allocators, and investors with established portfolios.Which assets can I use to deflect the impact of rising rates? What about my yield?Max addresses some of those points through the lens of property, walks us through the active versus passive debate, how he would research a property fund, the macroeconomic picture around the world, and more.To start, I ask Max for the name of the investor he has learned the most from.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: 1st April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Investor Bootcamp episode, I was joined by 7Investing's Anirban Mahanti, PhD and Shareplicity's Danielle Ecuyertalk about our best Twitter accounts for investors.In other words: every intermediate or aspiring investor should follow these 15 Twitter accounts to get better at investing.Of course, it's also worth following your co-hosts for this episode of The Australian Investors Podcast on Twitter: Owen’s Twitter: https://twitter.com/owenrask Dani’s Twitter: https://twitter.com/au_shareplicity Anirban’s Twitter: https://twitter.com/7amahanti Access ALL 15+ Twitter accounts (& more) in our free downloadOwen's Investor Bootcamp training manual: https://bit.ly/rask-analystWatch 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: 6th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

On this Australian Investors Podcast episode, Smartpay's Marty Pomeroy and Owen Rask take a deep dive into the payments market in Australia and New Zealand, covering everything from how payments are facilitated to the difference between online and in-store.Topics covered by Smartpay's Marty Pomeroy and Owen Rask include: Marty's journey with Smartpay Smartpay versus Tyro Payments Ltd (ASX: TYR) versus the big banks, like Commonwealth Bank of Australia (ASX: CBA) and Westpac Banking Corp (ASX: WBC) Point-of-sale (POS) software versus payment terminals The payments ecosystem in Australia versus New Zealand versus China EFTPOS versus Mastercard (NYSE: MA) and Visa (NYSE: V) Take rates between card issuers, banks, schemes/interchange and payments providers (i.e. profit margins) The difference between an acquirer and a regulated bank in Australia SmartCharge payments versus Merchant Services Fees (MSF) The terminal value of payments companies The future of in-store versus online payments - and how omni-channel might impact this This is a fantastic episode with one of Australia and New Zealand's payments company leaders. It provides unique insights into the mechanics of electronic and digital payments companies, the opportunity set in Australia and beyond, and how big tech might change the payments industry landscape.Resources: Rask Rockets Beyond Smartpay Disclosure: At the time of recording Owen owns shares of Smartpay, Tyro, Apple and Alphabet/Google.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: 7th April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

In the second Investor Bootcamp episode on The Australian Investors Podcast, I was joined by my co-host on The Australian Finance Podcast, Kate Campbell, to talk about my 5 favourite investment podcasts for aspiring analysts.Investor Bootcamp full training manual: https://bit.ly/rask-analystThese Australian Investors Podcast episode are found in our Investor Bootcamp training manual. Every aspiring analyst should listen to the episodes in this order:Podcast 1a. Joe Magyer, CFA - CompoundPodcast 1b. Joe Magyer, CFA - Playing to WinPodcast 2. Matt Joass, CFA - MavenPodcast 3. Ryan Newman, CFA - Becoming a Pro AnalystPodcast 4. Mary Manning, PhD - EmergingPodcast 5. Luke Trickett - Blue Stamp CompanyAccess 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).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

Nick Cregan is a partner of Fairlight Asset Management, serving as a senior portfolio manager in the investment team since the inception of the Global Small & Mid Cap Fund in 2018. He joins Raymond Jang on The Australian Investors Podcast to share his journey, the investing process and philosophy of Fairlight Asset Management.Nick provides an incredibly detailed overview of the investment process at Fairlight and illustrates this through excellent business case studies.I gained a lot of valuable insights from listening to Nick and look forward to incorporating a lot of his wisdom into our investing process at Rask.WATCH THE FULL EPISODE NOWTake 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: March 23rd, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

In the first Investor Bootcamp episode I was joined by Strawman Founder Andrew Page and A Rich Life Founder Claude Walker. Both Claude and Andrew are experienced investors, readers and educators who I know have a wealth of learned and earned knowledge.Investor Bootcamp full training manual: https://bit.ly/rask-analystOur 3 books:We each bring one book to the table, as follows (links go to Amazon's book store):Owen Rask: The Little Book That Still Beats The Market, Joel GreenblattAndrew Page: The Most Important Thing, Howard MarksClaude Walker: Investing: The Last Liberal Art, Robert HagstromOur Twitter community's favourite books: https://twitter.com/OwenRask/status/1507117209608663041Get in touch with Claude & Andrew:Skip Claude's Waitlist - send Claude an emailJoin Strawman's free version: https://bit.ly/raskstrawOther resources mentioned:Owen's Magic Formula sheet (needs filtering)Trevor's Last Liberal Art summary on A Rich Life: https://arichlife.com.au/investing-the-last-liberal-art-a-short-book-review/Watch the video version on the Rask Australia YouTube page.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).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: 25th of March 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Nick Cregan is a partner of Fairlight Asset Management, serving as a senior portfolio manager in the investment team since the inception of the Global Small & Mid Cap Fund in 2018. He joins Raymond Jang on The Australian Investors Podcast to share his journey, the investing process and philosophy of Fairlight Asset Management.Nick provides an incredibly detailed overview of the investment process at Fairlight and illustrates this through excellent business case studies.I gained a lot of valuable insights from listening to Nick and look forward to incorporating a lot of his wisdom into our investing process at Rask.WATCH THE FULL EPISODE NOWTake 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: March 23rd, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the Investor Bootcamp mini-series on The Australian Investors Podcast.Document: Analyst Bootcamp Training Manual - https://bit.ly/rask-analystOver the coming 10 weekends, I’m going to take you on a journey to become a better investor. Every Saturday, 7 am, starting next week, I’m going to be joined by one or more expert guests you will know from the series thus far.I’ve carefully selected these guests and the topics we’ll be covering. Also as part of the episodes, I’ll share with you the best resources I’ve come across for accelerating your learning.So why are we doing this 10-part series?I think that now, more than at any time in the past 20 years, direct stock investors will need to understand valuation at a more technical level.As Morgan Housel said:“The most underrated investing skills are controlling your emotions and having your career coincide with a 30-year decline in interest rates.”With interest rates finally on the way back up, the valuation of businesses, bonds and real assets will become more important.But as Warren Buffett once said, “It's only when the tide goes out that you learn who has been swimming naked.”For many investors, it finally feels like the tide is going out. Easy returns driven by falling rates on speculative assets like crypto, venture capital, technology stocks, highly geared companies, property and even bonds.Some people might say that value investing can now finally have its time to shine. Warren Buffett’s Berkshire Hathaway is back to catching up to famed investors like Cathie Wood’s ARK Innovation ETF as momentum and growth investors wonder about a recovery.So where does this leave investors who are wearing big losses in innovative but richly valued businesses?For many, we’re questioning our growth-first strategies. Are tech stocks really worth what I thought? Is it time to diversify my portfolio across industrial companies trading at lower valuations?After all, you can construct an all-weather diversified long-term portfolio from richly valued, high-quality companies. Or you can build a portfolio from lower-quality companies at lesser valuations.Lately, many investors seem to be opting for the deeper value style companies and portfolios.However, there’s one big problem with this approach: you need to have a strong grip on valuation. You need to understand how securities or investments are valued and then adjust your models to the current macro environment.According to Harvard Business Review:“Imposter syndrome is loosely defined as doubting your abilities and feeling like a fraud. It disproportionately affects high-achieving people, who find it difficult to accept their accomplishments. Many question whether they’re deserving of accolades.”I believe that over the past 10 years we have seen many talented investors enter the market and begin their investing journey. Indeed, around 70% of Rask members have been investing for less than 10 years.However, during that time we’ve experienced a massive bull market. Now, with markets becoming more volatile, it leads me to believe that many of our fellow listeners could be doubting their conviction in their abilities to find, research and model companies. Learn more about your ad choices. Visit megaphone.fm/adchoices

The 5 companies talked about in today's investor's podcast are: 10:01 - XRF Scientific Ltd (ASX: XRF) - a lab testing business with a market-leading position. 21:04 - Catapult Group International Ltd (ASX: CAT) - a sports technology business combining video and wearable tech for predictive performance enhancements. 25:36 - Kip McGrath Education Centres Ltd (ASX: KME) - a multi-decade family-run education provider growing around the world. 37:19 - National Tyre & Wheel Ltd (ASX: NTD) - an independent tyre distribution business with a growing range of services and footprints. 45:07 - Earlypay Ltd (ASX: EPY) - an invoice financing business that's growing out of covid Important warning: some of these companies are illiquid and may be highly volatile. While Luke & Owen do their best to identify some of the risks involved with these companies, we highly recommend that you seek the advice of licensed and trusted financial adviser before investing.Luke Winchester is the portfolio manager and founder of Merewether Capital, having previously spent time at Oracle Investment Management.The Merewether Capital Inception Fund invests in small and microcap ASX-listed companies.Merewether is long-only and takes a high conviction approach (10-25 positions) to the ASX's smallest types of companies. Luke targets profitable companies with talented management teams and avoids more speculative companies like those involved in biotechnology or resources exploration and mining.Resources & free stuff: Luke Winchester's first interview with Owen Rask Merewether Capital website Download Owen’s free analyst pack (Word & PDF) Join Rask Rockets – SAVE $500 ~~ A note for transparency: we receive nothing ~~Rask, the publisher of the podcast series, is a privately owned company. It’s majority-owned and run by Owen. Unless explicitly stated otherwise, you can assume that Owen and Rask Group receive nothing for mentioning companies, products or services in our podcasts.“The best part was the disclaimer” – said no-one everThis information warning is actually important (that’s why we write it in the same size font… unlike our competitors). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns.Please read Rask Australia’s Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.Date of recording: 16 March, 2022. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast, Owen Rask is joined by Dr Anirban Mahanti, PhD to discuss the recent sell-off of 6 popular technology stocks.These 6 companies/stocks are trading at, or near, their 52-week lows. However, many of these companies are still reporting growth in revenue and cash flow.The 6 stocks discussed (in order) by Anirban "Doc" Mahanti and Owen Rask include: Zoom Video Communications (NASDAQ: ZM) Okta (NASDAQ: OKTA) Tyro Payments (ASX: TYR) Damstra (ASX: DTC) Shopify (NYSE: SHOP) Xero Ltd (ASX: XRO) Resources & free stuff: Use the "Birthday" coupon code to get $100 off a 7Investing membership. Join here. Download Owen's free analyst pack (Word & PDF) Join Rask Rockets - SAVE $500 Say g'day on Twitter: Owen's Twitter Anirban's Twitter ~~ A note for transparency: we receive nothing ~~Rask, the publisher of the podcast series, is a privately owned company. It's majority-owned and run by Owen. Unless explicitly stated otherwise, you can assume that Owen and Rask Group receive nothing for mentioning companies, products or services in our podcasts.“The best part was the disclaimer” – said no-one everThis information warning is actually important (that’s why we write it in the same size font... unlike our competitors).This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.Date of recording: 10 March, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices