Australian Investors Podcast

In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards from Seneca Financial Solutions to discuss: - How the Seneca Small Companies Fund outperformed by 25% - Why inflection points in profitability drive returns - The role of consistency, speed, and process in investing - Breakdowns of stocks like Catapult, MMA Offshore & AFG If you love learning about small cap investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. - Welcome & introduction - The Seneca process: consistency & conviction - Outperformance explained: inflecting profits & operating leverage - Attribution analysis: where returns came from - Catapult: from basket case to cash cow - Sports tech, pricing power & predictive analytics - Portfolio construction: misfit toys & asymmetric bets - Closing thoughts & key lessons 📄 Learn More About Small Cap Strategy & Seneca: - Good Research (save 10% with coupon "OWEN") – https://goodresearch.com.au/ - Seneca Small Companies Fund – https://senecafs.com.au/investment-products/ - Email Luke to invest – lukel@senecafs.com.au - Ben’s previous Rask episode – Watch here - Luke’s previous Rask episode – Watch here ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: - Instagram: @rask.invest - TikTok: @rask.invest This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Billy Leung from Global X discuss: - Why China’s innovation agenda is reshaping global tech - Made in China 2025 & its impact on EVs, AI, and robotics - The valuation gap between Chinese and US tech giants - How investors can access Chinese growth through ETFs like DRGN If you love learning about emerging markets, global innovation, and international ETFs, subscribe to the Australian Investors Podcast on⁠ Apple⁠,⁠ Spotify⁠, or⁠ YouTube⁠! Follow us on⁠ Instagram⁠ and⁠ TikTok⁠ for more investing insights. - Why Chinese innovation is no accident - Made in China 2025: a 10-year strategy unfolds - EVs, AI, robotics – sectors to watch - Valuation disparity: China vs US tech - BYD, self-sufficiency & strategic independence - Understanding H shares vs A shares - Stock Connect & foreign investor access - Risks, misconceptions & the road ahead - Final thoughts & how to learn more 📄 Learn more about investing in China: - Global X China Technology ETF (ASX: DRGN)⁠: https://www.globalxetfs.com.au/funds/drgn/ ~~ Rask Resources ~~ 🔗 Explore all Rask services –⁠ https://bit.ly/R-services⁠ 📋 Get financial planning –⁠ https://bit.ly/R-plan⁠ 📈 Start investing with Rask –⁠ https://bit.ly/R-invest⁠ 📜 Access show notes –⁠ https://bit.ly/R-notes⁠ ❓ Ask a question – just select the investor podcast –⁠ https://bit.ly/R-quest⁠ 📲 Follow us on social media: - Instagram:⁠ @rask.invest⁠ - TikTok:⁠ @rask.invest⁠ This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here:⁠ https://www.rask.com.au/fsg⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: - The RBA’s 25 basis point rate cut and implications for ETFs - Portfolio drawdowns: what we’ve learned from GEAR, Tesla & XRF - The concept of a “spiffy pop” and long-term investing - The power of diversification and when to rebalance your positions If you love learning about ETFs, portfolio strategy, and long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered 1. Welcome & Introduction 2. RBA Cuts Rates & Market Reactions 3. Bond ETFs & Income Strategies 4. GigaLosses: What’s Weighing on Our Fake Portfolios 5. What is a Spiffy Pop? 6. Portfolio Patience, Rebalancing & Position Sizing 7. Shoutouts to Promising Small Caps (XRF, Pro Medicus) 8. Final Thoughts & Staying the Course Long-Term Resources for this episode Ask a question (select the Investors podcast) ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services  📋 Get Financial Planning – https://bit.ly/R-plan  📈 Start investing with Rask – https://bit.ly/R-invest  📜 Access Show Notes – https://bit.ly/R-notes  ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.investTikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Raszkiewicz chats with Navarre Trousselot, founder of Navexa, to discuss: Why performance tracking matters more than you think The origins of Navexa and its journey to become a full business How most investors get tax reporting totally wrong ETF and managed fund headaches – and how Navexa solves them If you love learning about investment strategy and smarter portfolio management, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Resources mentioned in this episode Try Navexa Free Four Ways To Legally Pay Less Tax ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Daryl Wilson, from Affluence Funds Management, shares insights into effectively selecting managed funds and constructing portfolios. He breaks down the nuances of strategic and tactical asset allocation, discussing when to adapt exposure based on market conditions. Daryl emphasizes the importance of aligning fund managers' interests with investors’ goals while recognizing value versus growth styles. He also offers a contrarian perspective on investing in small-cap opportunities amidst market shifts, making the complex world of fund management accessible and engaging.

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Xero’s surprise earnings and strategy shift – Tesla’s 40% rally and the White House showroom moment – Lessons from ETF portfolio declines: GUS, KKR, and Vulcan – Why global diversification and position sizing matter more than ever If you love learning about growth stocks, ETF investing, and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Welcome & Introduction – Drew’s DSA conference recap & financial planning insights – Xero’s 23% revenue growth & $640m EBITDA – ARPU up 15% – Xero's subscriber monetisation thesis – Tesla's PR stunt with Trump, 40% rally & sentiment shift – Portfolio Challenge: GUS, Vulcan, KKR & the pain of leverage – Why position sizing and frameworks matter in volatility – Will rates fall before March? Drew’s prediction & RBA talk – ETFs and markets outlook – gold, AI, and the S&P 500 ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Australian Investors Podcast, your host Mitchell Sneddon sits down with Cameron McIntyre, CEO of CAR Group (formerly CarSales), to discuss: CAR Group’s marketplace model & how it makes money Scaling a startup into a global giant M&A strategy and entering markets like Brazil & South Korea Why culture, innovation and execution fuel long-term success The future of car marketplaces & AI-driven disruption If you're interested in marketplace businesses, ASX success stories, or international expansion, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered - Welcome & Cameron’s first car (Ford Escort!) - From L’Oreal to Telstra to CAR Group - The moment Cameron chose “something cool” over “corporate comfort” - How CAR Group makes money - What investors should look for in a classifieds business - CAR Group’s competitive advantages - Expanding into Brazil, South Korea & USA - Why they start small with acquisitions - Managing risk & maintaining culture - Culture, innovation & hiring at scale - What drives innovation inside CAR Group - Cameron on Brambles and the value of being a director - Final lessons: Execution & Vision - Cameron’s ideal long lunch pick (Melbourne local favourites) ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #CARGroup #ASX #AustralianInvestorsPodcast #BusinessLeadership #DigitalMarketplaces #InvestingAustralia #CamMcIntyre #MarketplaceModel #TechInvesting Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Mitch discuss: - Dividend investing through the lens of pub trivia - ASX ETFs focused on income: VHY, YMAX, SYI, and Harvester - The differences between DRPs, bonus share plans, and franking - Smart strategies (and common traps) in high-yield investing If you love learning about ETF income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered 1. Welcome & Dividend Pub Trivia 2. What is a dividend aristocrat? 3. Bonus Share Plans vs DRPs 4. Yield tricks & ASX quirks explained 5. ETF Breakdown: VHY, YMAX, SYI, Harvester 6. Franking credits & payout ratios 7. Covered call strategies & yield traps 8. Total return vs yield: What really matters? 9. Final thoughts on income strategy & ETF construction ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Mitchell Sneddon discuss: Building a passive income core with ETFs Why total return matters more than high yield Common ETF misconceptions for retirees ETF vs LIC vs managed fund pros and cons If you love learning about ETFs and income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #ETFs #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: Tesla's drop Why their fake portfolios offer real investing lessons Microsoft's latest results A recap on their $10,000 fake portfolios, and Whether Commsec is still top dog early. At Rask, we take our obligation to our clients and investors extremely seriously - even if it makes us look silly live on air. He’ll make it up to you, next week. If you love learning about long-term investing, ETF strategies, and behavioural finance, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Resources for this episode📄 Want to learn more about investing? Check out our investing and finance courses here:👉 https://education.rask.com.au/~~ Rask Resources ~~🔗 Explore all Rask services – https://bit.ly/R-services📋 Get financial planning – https://www.rask.com.au/advice📈 Start investing with Rask – https://bit.ly/R-invest📜 Access show notes – https://bit.ly/R-notes❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest📲 Follow us on social media: Instagram: ⁠@rask.invest⁠ TikTok: ⁠@rask.invest DisclaimerThis podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.#investing #australianinvestorspodcast Learn more about your ad choices. Visit megaphone.fm/adchoices