Australian Investors Podcast

On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk investing for kids, NVIDIA (NVDA) results and why Drew hates industry Super funds like Host Plus (just kidding!).~~ Resources you'll love ~~Invest with Owen: https://bit.ly/R-investFinancial Planning: https://bit.ly/R-planAccess Show Notes: https://bit.ly/R-notesMortgage Broking: https://bit.ly/broke-raskFinancial Planning: https://bit.ly/R-planProperty Coaching: https://bit.ly/R-P-coach100-point property checklist (PDF): https://bit.ly/prop-checkAccounting with Grey Space: http://bit.ly/3DG5lWSBusiness Coaching: https://bit.ly/o-coachAsk a question: https://bit.ly/3QtiY00DISCLAIMER: 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

Brian Hartzer, former Westpac Group (ASX: WBC) CEO, author of The Leadership Star, and CEO of Quantium Health, features on this episode of The Australian Investors Podcast with Owen Rask.Brian Hartzer is an experienced executive and banker, leadership mentor and investor who served as CEO of the Westpac Banking Group from 2015 to 2019. Prior to his time as Westpac’s CEO, Brian spent 15 years in senior executive roles at major banks in Australia and the UK. These roles included Brian becoming CEO at Westpac, and divisional chief executive at the Royal Bank of Scotland Group (RBS) and ANZ Banking Group (ASX: ANZ). Prior to joining ANZ, Brian spent ten years as a financial services strategy consultant at First Manhattan Consulting Group in New York, Melbourne and San Francisco.Based in Sydney, Brian is CEO of data and technology platform, Quantium, where he is CEO of the group's Health business. In this Australian Investors Podcast with Owen Rask, Brian Hartzer shares:1. His journey and early life, with key lessons from parents to boarding school2. Getting into Princeton and turning down a job at JP Morgan3. Discovering the power of banking4. Lessons learned at ANZ as it transitioned to digital5. The GFC and it's impact on Royal Bank of Scotland6. Developing as a leader through challenges in the UK and Australia7. Brian's role at Westpac 8. Taking on the CEO role at Westpac during the Royal Commission9. The five key principles of Brian's Leadership Star framewokr10. What it means to 'clear the way' for brilliant employees11. The role of AI and Brian's role at Quantium Health 12. Two pieces of Brian would give himselfBrian's book on Amazon: https://www.amazon.com.au/Leadership-Star-Practical-Building-Engagement/dp/0730390837Brian's book on Audible: https://www.audible.com.au/pd/The-Leadership-Star-Audiobook/B09JG11S5QLeadership star website: https://www.theleadershipstar.com/Quantium: https://quantium.com/~~ Resources you'll love ~~Invest with Owen: https://bit.ly/R-investAccess Show Notes: https://bit.ly/R-notesFinancial Planning: https://bit.ly/R-planAsk a question: https://bit.ly/3QtiY00DISCLAIMER: 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

On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk: Should Drew buy a Tesla or Prado? Vanguard global small caps Active versus passive Whitefield's yield play Transferring assets out of an SMSF Do I salary sacrifice or invest outside Super? ~~ Resources you'll love ~~Invest with Owen: https://bit.ly/R-investFinancial Planning: https://bit.ly/R-planAccess Show Notes: https://bit.ly/R-notesMortgage Broking: https://bit.ly/broke-raskFinancial Planning: https://bit.ly/R-planProperty Coaching: https://bit.ly/R-P-coach100-point property checklist (PDF): https://bit.ly/prop-checkAccounting with Grey Space: http://bit.ly/3DG5lWSBusiness Coaching: https://bit.ly/o-coachAsk a question: https://bit.ly/3QtiY00DISCLAIMER: 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

Tash Invests, AKA Natasha Etschmann, features on this episode of The Australian Investors Podcast with Owen Rask.Tash Invests is one of Australia's most widely followed financial educators, authors, podcast hosts and content creators.Based in Melbourne, Tash's influence has grown dramatically, even earning her a spot in Forbes 30 Under 30 in 2024. At the age of just 27, Tash has achieved an incredible amount.She joined Owen to talk about her journey to building wealth through shares and property, why she and Ana Kresina wrote How To Not Work Forever, earning income online, how she invests, and more.Tash & Ana's book: https://www.amazon.com.au/How-Not-Work-Forever-Investing/dp/1394248865Instagram: https://www.instagram.com/tashinvests/Get Rich Slow Podcast: https://podcasts.apple.com/au/podcast/get-rich-slow-club/id1674449171~~ Resources you'll love ~~Invest with Owen: https://bit.ly/R-investFinancial Planning: https://bit.ly/R-planAccess Show Notes: https://bit.ly/R-notesMortgage Broking: https://bit.ly/broke-raskFinancial Planning: https://bit.ly/R-planAsk a question: https://bit.ly/3QtiY00DISCLAIMER: 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

On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask go live from Melbourne to answer your questions... and make more silly predictions.Covered this weekend- Trump wins- US rates cut- Australian rates steady- NAB dividends are back!- ANZ reports~~ Resources you'll love ~~Invest with Owen: https://bit.ly/R-investFinancial Planning: https://bit.ly/R-planAccess Show Notes: https://bit.ly/R-notesMortgage Broking: https://bit.ly/broke-raskFinancial Planning: https://bit.ly/R-planProperty Coaching: https://bit.ly/R-P-coach100-point property checklist (PDF): https://bit.ly/prop-checkAccounting with Grey Space: http://bit.ly/3DG5lWSBusiness Coaching: https://bit.ly/o-coachAsk a question: https://bit.ly/3QtiY00DISCLAIMER: 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

Who is the better investor: Peter Lynch, from One Up on Wall Street fame, or Warren Buffett, Berkshire Hathaway Chairman? In this Australian Investors Podcast with Owen Rask, Global X ETFs Australia's Marc Jocum gets into the weeds on the company's new Exchange-Traded Fund (ETF), S&P World ex Australia GARP ETF (ASX: GARP). This episode is sponsored by Global X Australia, as part of its long-term advertising partnership.Topics covered:1. Better investor: Warren Buffett or Peter Lynch?2. Why isn't there a 'Warren Buffett ETF'? 3. What is GARP investing?4. What drives stock prices over 10+ years?5. What's better: FANG stocks or GARP investing over a 10-year horizon?Learn more about the Global X GARP ETF: https://www.globalxetfs.com.au/funds/garp/Marc's GARP explainer: https://www.globalxetfs.com.au/introducing-garp/~~ Resources you'll love ~~Invest with Owen: https://bit.ly/R-investFinancial Planning and more: https://bit.ly/R-planAsk a question: https://bit.ly/3QtiY00DISCLAIMER: 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

Alphinity Investment Management's Trent Masters explains the value to be captured when a skilled investor has the ability to find companies/stocks with upside earnings surprise potential.On this episode of The Australian Investors Podcast, Owen Rask talks with Trent Masters, Global Portfolio Manager at Alphinity, about:1. The benefit of a STEM background in investing2. The outlook for big technology companies3. Trent's best and worst bets on technology companies4. Alphinity's investment philosophy and process5. The value embedded in earnings surprises, and moreLearn more about the Alphinity Global Equity Fund: https://www.alphinity.com.au/core-funds/alphinity-global-equity-fund/Trent's Linkedin: https://www.linkedin.com/in/trentmasters?originalSubdomain=au~~ Resources you'll love ~~Invest with Owen: https://bit.ly/R-investAll services: https://bit.ly/R-planAsk a question: https://bit.ly/3QtiY00DISCLAIMER: 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

I've made 5x my money on Xero Limited (ASX: XRO) and Pilbara Minerals Ltd (ASX: PLS) - is it time to sell?On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask go live from Melbourne to answer your questions... and make more silly predictions. Covered this weekend If I'm up 5 times my money on Xero and Pilbara Minerals, should I sell? Alphabet (NASDAQ: GOOGL) reports... decent results Woolworths Group Ltd (ASX: WOW) falls as online sales drop margins Is Coles Group (ASX: COL) a better buy? I've inherited $20,000 of BK Investment Company Ltd (ASX: BKI), Australian Foundation Investment Co. Ltd (ASX: AFI), Suncorp (ASX: SUN) and Telstra (ASX: TLS) - should I sell? ~~ Resources you'll love ~~Invest with Owen: https://bit.ly/R-investFinancial Planning: https://bit.ly/R-planAccess Show Notes: https://bit.ly/R-notesMortgage Broking: https://bit.ly/broke-raskFinancial Planning: https://bit.ly/R-planProperty Coaching: https://bit.ly/R-P-coach100-point property checklist (PDF): https://bit.ly/prop-checkAccounting with Grey Space: http://bit.ly/3DG5lWSBusiness Coaching: https://bit.ly/o-coachAsk a question: https://bit.ly/3QtiY00DISCLAIMER: 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

Invesco's Scott Bennett explains why small caps outperform, the nuance of small caps and why quantitative can outperform in ASX small caps.On this episode of The Australian Investors Podcast, Owen Rask speaks with Invesco Australia's Scott about: Why do small caps outperform? Factor investing - how strategies are created How can a systematic strategy work in ASX small caps? Why small cap index strategies are tilted to failure Will AI make us worse investors? Learn more about Invesco Smaller Companies Fund: https://www.invesco.com.au/home/funds/invesco-wholesale-australian-smaller-companies-fund-class-a?audienceType=investorScott's Linkedin: https://www.linkedin.com/in/scott-bennett-572b776/?originalSubdomain=au~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we sit down with Global X ETF expert Billy Leung to explore four major investment themes shaping the future of investing. Billy shares his insights on the investment case for each theme, using his three key evaluation criteria: Technological advancements driving the theme Political and regulatory tailwinds supporting growth Demographic shifts indicating long-term demand During the episode, we dive deep into cybersecurity, nuclear energy, semiconductors, and discuss whether the Metaverse still holds investment potential in today’s landscape.We also tackle the skepticism around thematic ETFs, noting how generalized negative commentary often misses the nuance. Billy provides a framework that investors can use to assess whether a theme is a long-term trend worthy of inclusion in their portfolio.Finally, amongst all of the tech talk we find ourselves discussing Billy’s investment in whiskey.Don’t miss the chance to learn how to evaluate investment themes with expert advice from Billy Leung.Click here for Owen’s previous interview with Billy.Click here to download Global X's ETF Landscape Report.~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 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