Australian Investors Podcast

The Australian Investors Podcast is about to get lots better. Better episodes. Bigger (and smaller) guests. More often.You'll get weekly updates, transcripts (coming soon) and my full investor workbook for every interview episode.In the next few weeks, you will be able to learn to invest better with me. Going forward, all of the episode Workbooks (incl. the books, resources and material I used to research guests/topics) will be available inside your free Rask Australia account: Click here to get your free account.Or paste this URL into your browser: www.rask.com.au/free-sign-up Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's Australian Investors Podcast, we're talking Pointerra Ltd (ASX: 3DP). Andrew Page is a private investor and the founder of Strawman.com, Australia's premier investment platform for private investors to share their ASX share research and insights on companies.Andrew joins Owen Raszkiewicz on The Australian Investors Podcast to talk about Strawman and the small technology company lots of private investors are talking about: Pointerra.*This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality.SHOW NOTES: http://bit.ly/Australian-Investors-Podcast |Watch the video version: https://bit.ly/Rask-YouTube |Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Stephen Moriarty is a private investor, podcast host, author, wealth coach and former political adviser. He also has an incredible wealth of knowledge of economic theory and policy, which is why he was the ideal guest for covering an emerging but important topic called Modern Monetary Theory or MMT.*This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality.SHOW NOTES: http://bit.ly/Stephen-Moriarty-Pod |Watch the video version: https://bit.ly/Rask-YouTube |Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode: Chris Judd is a former professional AFL football player turned private investor and podcast host.In this episode of The Australian Investors Podcast, Owen Raszkiewicz talks to Chris about: His early days, lessons learned and buying his first stock at age 16 How and why he continued to invest while competing in the AFL at the highest level The transition to becoming a full-time private investor post his sporting career Risk versus volatility, why volatility shouldn't matter to a private investor How Chris constructs his all weather portfolio using the simple principles and the ideas of a soccer team (high growth companies as strikers/forwards, defenders include gold mining companies and currency trades) Modern Monetary Theory (MMT) and the case for inflation, deflation and everything in between SHOW NOTES: http://bit.ly/ChrisJudd-Pod |Watch the video version: https://bit.ly/Rask-YouTube |Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Stephen Arnold of Aoris Asset Management joins Owen Rask for a Stock Pitch episode on The Australian Investors Podcast. In this episode, Stephen talks through his thesis on Jack Henry & Associates Inc (NASDAQ: JHKY), the global IT consulting business.SHOW NOTES: https://bit.ly/Jack-Henry |Watch the video version: https://bit.ly/Rask-YouTube |Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Cameron Brownjohn is the CEO of Federation Asset Management, a private equity investment company focused on three primary buckets, including sustainable infrastructure & renewable energy, real estate for the healthcare, social and education sectors, and growth-style private companies.The conversation goes to places we haven't covered before, so Cameron uses many examples and anecdotes. I hope you enjoy this conversation with Cameron Brownjohn, CEO of Federation Asset Management.SHOW NOTES: http://bit.ly/CameronBrownjohn- |Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aoris Asset Management's Stephen Arnold, CFA, joins Owen for a Stock Pitch episode on The Australian Investors Podcast. In this episode, Stephen talks through his thesis on Accenture Plc (NYSE: ACN), the global IT consulting business.SHOW NOTES: https://bit.ly/Stock-Pitch-Accenture |Watch the video version: https://bit.ly/Rask-YouTube |Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Goldberg is the Founder & Portfolio Manager of the Collins St Value Fund, a funds management company based in Melbourne.Michael’s history as an investor and adviser culminated with the launch of their own fund in 2015. His style of investing can be characterised as high conviction and contrarian, meaning he and Vas back themselves into ideas that others would find uncomfortable. Michael prides himself on his team’s boots on the ground due diligence which, as we explore in the podcast, can result in more than a few interesting stories.Michael’s entrepreneurial tendencies and business savviness began long before he became a professional investor. For example, Michael started his own disruptive cleaning business in Israel after seeing an opportunity whilst he pursued his studies.This episode is rich with lessons for life, investing, the research process, money and business. I’ll listen back to this one a few times. I hope you enjoy it.SHOW NOTES: https://bit.ly/Michael-Goldberg |Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.c Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Australian Investors Podcast Owen talks with Per Amundsen of ThinkTank Commercial Property Finance. ThinkTank provides investors exposure to commercial property debt, by extending credit to borrowers such as business owners, SMSFs and development companies.This is a unique episode in the series thus far because it's a new asset class for the series, the company Per helped build is one of just a few in Australia and it serves both sides of the ledger.In this episode Owen and Per discuss: Per's journey from Canada to Australian banking How and why commercial property debt is receiving a lot of investor interest How funds like ThinkTank provide exposure to investors at different parts of the capital stack The risks involved in commercial debt investing COVID-19's impact on commercial and residential property, as well as retail-specific sectors; and The opportunity in industrial property SHOW NOTES: https://bit.ly/Per-Amundsen |Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |PLEASE NOTE: This episode was recorded remotely, we apologize for any inconvenience with the audio quality.The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

This is a special episode of The Australian Investors Podcast. In it, Owen shares an exclusive CEO interview with Ralph Highnam from Volpara Health Technologies Ltd (ASX: VHT), one of the 10 companies chosen for our Rask Rockets 2020 program.Click here to get the free report and register: https://bit.ly/rockets20podImportant Disclaimer: The information in this podcast series contains general financial information/advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices