

Australian Investors Podcast
Rask
The Australian Investors Podcast is a twice weekly podcast (Wednesday & Saturday), featuring laid back but intelligent short- and long-form conversations about markets, business, psychology, lessons learned and investment process. At Rask, our goal is to bring you the best insights, information and proven strategies to help you invest your time and money. SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-investors-podcast
Episodes
Mentioned books
Oct 22, 2021 • 1h 3min
Live: Magellan's (ASX:MFG) AGM, Tesla (TSLA) smashes quarterly & more
Diving deep into today's ASX news, Owen Rask & 7Investing's Dr Anirban Mahanti look at Magellan Financial Group Ltd's (ASX: MFG) AGM address, the Tesla Inc (NASDAQ: TSLA) beat on earnings, Netflix Inc (NASDAQ: NFLX) stock price high, SNAP's results and... are interest rates rising?Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing.Get notified when we go live, by subscribing to the Rask YouTube channel: https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXASay "G'DAY" to Owen:Twitters: https://www.twitter.com/owenraskInstagram: https://www.instagram.com/owenraskau/Say "Howdy!" to Anirban on Twitter:https://twitter.com/7amahanti/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!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: 22nd October 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 20, 2021 • 1h 13min
Building a beautiful business ft. Kate Morris, Co-founder of Adore Beauty
Kate Morris is the co-founder and entrepreneur behind one of Australia's largest beauty brands, Adore Beauty Group Ltd (ASX: ABY), a $450 million online company created before most people used the internet.Kate Morris joins Owen Rask on The Australian Investors Podcast to explain how she built a world-class online business, managed Adore's growth, funding and changed the game for many of Australia's beauty consumers.Kate talks about the importance of delighting customers when they open a package, why culture matters, when to move aside and make way for new talent, how the beauty industry works and, perhaps most importantly, why she offers her customers Tim Tams.Kate's new venture, Glow CapitalIn addition to becoming one of Australia's pioneers of beauty and online, and remaining as Chief Innovation Officer at Adore, Kate Morris has co-founded a new venture called Glow Capital Partners, or Glow Cap for short.Glow Capital is new private equity investment firm seeking to help founders scale-up their operations to reach their full potential. Kate and Owen talk about the pain points for founders, the founder ecosystem and more.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!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).➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount➜ 100% free 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/@raskinvestFull 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: 4 October 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 15, 2021 • 1h 8min
Netwealth (NWL) & Bubs Australia (ASX:BUB) shares jump, Redbubble (RBL) flops
Diving deep into today's ASX news, Owen Rask & 7Investing's Dr Anirban Mahanti look at key ASX news this week, including Bubs Australia Ltd's (ASX: BUB) 40% jump, Netwealth Ltd's (ASX: NWL) 15% increase and why Redbubble Ltd (ASX: RBL) fell 12%. We also look at the US stock market, tech companies and more.Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing.Get notified when we go live, by subscribing to the Rask YouTube channel: https://www.youtube.com/channel/UCvOP...Say "G'DAY" to Owen:Twitters: https://www.twitter.com/owenraskInstagram: https://www.instagram.com/owenraskau/Say "Howdy!" to Anirban on Twitter:https://twitter.com/7amahanti/➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/aust...➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount➜ Join 7Investing ($10 OFF!): https://www.7investing.com/subscribe➜ 100% free 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/raska...➜ 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/@raskinvestFull 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: October 15, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 13, 2021 • 1h 5min
A $2.3 million portfolio: How advisers Jamie & Drew manage a retirement
Drew Meredith and Jamie Nemtsas, certified financial planners from Wattle Partners, join Owen Rask on The Australian Investors Podcast to walk us through how they would manage the $2.3 million retirement portfolio of a fictitious couple, Fiona and Craig.This episode is filled with great insights around portfolio construction, investment planning, investment property, retirement strategy, risk profiling, lifestyle goal setting, investment returns and more.The hypothetical couple: Craig & Fiona
The fictitious couple Jamie and Drew are working with are:
Craig (62). Earning $125,000 per year as an mechanical engineer, PAYG.
Super: Craig has $850,000 in super, currently maximising his SG. He has a balanced strategy and pays $5,500 in insurance inside super. Super has returned 6.6% over the past 10 years.
Fiona (55). A Business Development Manager for a technology company, earning $110,000, plus $10,000 in bonuses, PAYG.
Super: She has $670,000 in super. She has a balanced strategy and pays $3,500 in insurance inside super. Super has returned 5.4% over the past 10 years.
Their current situation:
They have $100,000 left on their mortgage and the house is worth $880,000.
Have two adult-age children, who are self-sufficient.
Both believe they are high-risk investors, but Craig is more conservative and keen to replace his income with defensive positions (as much as possible).
Fees on their super funds are estimated at 1.2% per year.
They have $450,000 in managed funds and shares.
They have $300,000 in cash.
They estimate they need $80,000 to live comfortably.
Craig's super insurance covers him for $190,000 (life & TPD) and his income protection is only $4,000 per month.
Fiona's super insurance covers her for $260,000 (life & TPD) and her income protection is only $3,000 per month.
Craig & Fiona's goals:
Both of them and want to get advice on these things (specifically):
plan to retire in 3-5 years
They want to be debt-free before retirement. Should they use their cash for this?
Craig is thinking of buying an investment property for yield, just before retirement.
Need to build an investment portfolio capable of helping them live sustainably, but don't know if their super fees and strategy are right.
Want to have cash to feel secure, so they want to maintain a decent buffer.
They'd rather be 'hands off' investors and leave it to the experts (funds, ETFs, etc.).
Don't need to leave anything to the kids.
Here are the questions Drew & Jamie need to answer
How does the financial planning process work at Wattle Partners?
When you meet with Fiona & Craig, what are 3-5 questions you would ask first?
Insurance:
What are some factors Craig & Fiona need to consider? (assume they have no material prior medical conditions)
Should they drop their insurance?
Investment property:
Is Craig ok to think of residential property as a source of good yield?
What would be an alternative?
Investing:What goes into a risk profile? (generally)
What are some simple super strategies they could consider to boost their balance? (co-contribution, super guarantee limits, NCCs, etc.)
Should they put their super on a platform or go with an SMSF?
Should they build a portfolio outside super?
ETFs or funds?
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Oct 11, 2021 • 26min
ETF Securities NDIA ETF (ASX:NDIA) review
The ETFS NDIA ETF (ASX: NDIA) provides investors with exposure to the performance of shares of the largest companies listed on the Indian stock market, the Nifty 50, based on market capitalisation. This video, featuring Owen Rask from Rask & Best ETFs, profiles NDIA ETF with Kanish Chugh, part of the ETF Securities team.For more information on the NDIA ETF, get a free analyst review on Best ETFs:https://www.bestetfs.com.au/report/etf/ndia/To access the PDS and learn more about ETF Securities, visit their website:https://www.etfsecurities.com.au/?utm_source=RASKJoin Owen’s Rask Invest – $100 off Rask’s ASX research for Investors Podcast listeners*To get 6 months off on Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here.Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights.Date recorded: September 2nd, 2021Disclosure & sponsorship: At the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. ETF Securities is a sponsor of our other podcast series, The Australian Finance Podcast. They (ETF Securities) did not pay a fee to appear on this podcast.Information warning: 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 9, 2021 • 1h 10min
Why EML Payments & TSLA stock could be cheap
We're going LIVE at 12pm (AEST) Friday for The Australian Investors Podcast, with 7investing's Dr Anirban Mahanti & Rask Founder Owen Rask discussing today's ASX news, including the EML Payments Ltd (ASX: EML) share price fall, Tesla Inc (NASDAQ: TSLA) deliveries, Australian house prices & how to get a job in investing.Rask YouTube channel: https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXAJoin in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing.@18:00 - Why did Anirban buy Tesla $TSLA stock?@34:00 - Inside EML Payments (ASX:EML) & the CBI fiasco@54:00 - 28% growth in Australian house prices?@58:00 - How do I get a job in the Australian investment industry?**Get notified when we go live, by subscribing to the Rask YouTube channelSay "G'DAY" to Owen:Twitters: https://www.twitter.com/owenraskInstagram: https://www.instagram.com/owenraskau/Say "Howdy!" to Anirban on Twitter:https://twitter.com/7amahanti/➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount➜ Join 7Investing ($10 OFF!): https://www.7investing.com/subscribe➜ 100% free 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/@raskinvest*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: October 8, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 5, 2021 • 42min
Being more creative, with Tania De Jong, AM
Tania De Jong AM joins Owen Rask on The Australian Investors Podcast to tell us how the power of song and creativity can transform our lives and organisations.In an age of mental health awareness and automation, creativity is becoming a more powerful force in helping us design our lives, teams and how we position ourselves for success.Tania De Jong is the co-founder of Mind Medicine Australia, two other charities and 6 businesses.Tania is also a soprano and professional entertainer. She graduated with a Bachelor of Laws (Honours) from Melbourne University, won a tennis scholarship to the USA (following in her family's footsteps) and was appointed a Member of the Order of Australia in 2008 for her contribution to Arts.Owen and Tania talk about the power of creativity, song, soft skills, automation, mental wellbeing, charity & giving, and modern forms of psychedelic medicine for treating mental health and psychological disorders, such as PTSD and depression.This Australian Investors Podcast may seem totally different to what you've come to expect from the Rask Investors Podcast channel, but it's filled with nuggets of timeless advice and optimism.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!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).➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount➜ 100% free 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/@raskinvestFull 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: September 21st 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 4, 2021 • 26min
ESTX: A passive approach to European stocks
The ETF Securities ESTX Europe ETF (ASX: ESTX) provides investors with exposure to 50 top European stocks.This video, featuring Owen Rask from Rask & Best ETFs, profiles with ESTX ETF with Kanish Chugh, part of the ETF Securities team.For more information on the ESTX ETF, get a free analyst review on Best ETFs: https://www.bestetfs.com.au/report/etf/estx/To access the PDS & learn more about ETF Securities, visit their website:https://www.etfsecurities.com.au/?utm_source=RASKJoin Owen’s Rask Invest – A $100 off Rask’s ASX research for Investors Podcast listeners*To get 6 months of Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here.Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights.Date recorded: September 2nd, 2021Disclosure & sponsorship: at the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. ETF Securities is a sponsor of our other podcast series, The Australian Finance Podcast. They (ETF Securities) did not pay a fee to appear on this podcast.Information warning: 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 in 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 1, 2021 • 1h 2min
Finding the next Xero & Zoom's takeover
On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti dive head first into Zoom's (NASDAQ: ZM) failed deal with Five9, Zip Co's (ASX: Z1P) partnership with Microsoft Edge and how companies like Xero Limited (ASX: XRO) emerge as massive multibaggers.Watch the LIVE podcast: https://youtu.be/vCXW23b9O2wThis is a fantastic episode if you want to learn how to identify growth companies in fast-moving industries, like cybersecurity or cloud-computing. Anirban & Owen share their strategies for identifying these opportunities and provide excellent examples you can add to your watchlist.Companies mentioned in this podcast:
Xero Limited (ASX: XRO)
Apple Inc (NASDAQ:AAPL)
Zoom Inc (NASDAQ: ZM)
Five9 Inc (NASDAQ:FIVN)
Vulcan Ltd (ASX: VUL)
Zip Co Ltd (ASX: Z1P)
Audinate Ltd (ASX:AD8), and
Blackmores Ltd (ASX: BKL)
Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.Get Owen's stock research: Join Rask Invest!Got 5 minutes? 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).Join 7Investing: https://7investing.com/subscribe?utm_source=RASKGet $10 off 7Investing when you join and use the "Rask" coupon code at checkout.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: October 1, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 29, 2021 • 1h 1min
Not all olive oils are created equal ft. Rob McGavin
In this Australian Investors Podcast episode Owen talks with Rob McGavin, co-founder and Chairman of Cobram Estate Olives Ltd (ASX: CBO), Australia’s largest producer of olive oil and one of the world’s leading producers.You can watch this podcast on Rask’s YouTube Channel.Rob’s story is littered with examples that remind me to think and invest smarter. To persevere. And to focus on quality.After growing up on a farm and working in remote parts of Australia, Rob quickly transitioned to entrepreneurism, starting a vineyard, and later partnering with Paul to create what is now Australia’s biggest olive oil producer, Cobram Estate Olives.It also owns the popular Red Island brand in supermarkets. The company has fused a focus on science, education and culture to create an organisation that creates meaningful products that genuinely want to help people live happier and healthier lives.In this podcast we talk about Rob’s lessons learned from his father, almost going bust (a few times), building a team, agriculture & culture, the fluid industry dynamics for big olive oil producers, Europe versus Australia, and — perhaps most importantly — how to tell if you’re consuming the good stuff.One memorable quote, which came from Rob’s father, is “there's only one way to go broke - spend more than you earn.” To start, here’s Rob telling us how you can tell if you’re drinking great quality oil olive… Learn more about your ad choices. Visit megaphone.fm/adchoices


