Australian Investors Podcast

In this 2 Sense episode of The Australian Investors Podcast, Drew Meredith and Owen Rask break down CSL’s 17% one-day drop, whether CBA’s dividend yield is a ‘chart crime’, and what’s happening to their $10k fake portfolios. Plus: mid cap Aussie stocks trying to go big and how to think about concentrated holdings. In this 2 Sense episode of the Australian Investors Podcast, your hosts Owen Rask and Drew Meredith, CFP®, break down: – CSL’s shocking 17% share price drop – The case for or against CBA’s yield – How their fake $10k portfolios are holding up – Why it’s so hard for mid caps to grow into top 20 stocks If you enjoy hearing long-term investing insights with a dose of Aussie humour, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for short, sharp investing lessons. Topics Covered – CSL’s 17% crash — how did it happen? – CBA’s dividend yield: genuine decline or “chart crime”? – Updates on the $10k fake portfolio challenge: who’s up, who’s hurting? – Are mid caps still breaking through to ASX 100/20? – The difference between winners and compounders – Position sizing: what to do when one stock gets too big – The long arc of US vs China power, and what it means for portfolios – How currency moves help Aussie investors (sometimes) ~~ 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 Investors 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. #2Sense #CSL #CBA #AustralianInvestorsPodcast #InvestingAustralia Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Leigh Gant discuss: – How Leigh transitioned from fitness businesses to investing in private companies – What makes a business worth buying and what can go wrong – How Australians can get started in private market investing – Lessons learned from his first 12 months as a business buyer Join the conversation about private companies: https://community.rask.com.au/c/investing/buying-private-companies-is-f-ing-hard If you love learning about private equity and small business investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Leigh’s journey from gym owner to investor – Buying a private business vs. starting from scratch – Key lessons learned from operating a business post-acquisition – What no one tells you about vendor financing, due diligence, and being “on the tools” Resources for This Episode – Leigh's LinkedIn Chapters (approximate) (00:00) Introduction (01:38) Getting to Know Leigh (09:02) Leigh's Inspiration to Choose Private Markets (13:24) Where to Start (16:11) Range of Capital Needed to Plan The Space (19:52) Is $100k Enough to Start? (21:44) What Leigh Was Doing in Due Diligence Phase (25:09) Small & Medium Business Stats (29:08) Next Step (IM) (31:00) Documents Leigh Looked At (32:57) Tax Structures (33:57) Loans (39:27) Valuations (42:31) How Did The Business Go? (51:56) More Resources ~~ 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 Investors 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 #PrivateEquity #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Australian Investors Podcast, your hosts Owen Rask, Luke Laretive and Ben Richards discuss: – Seneca’s fee model & why they avoid management fees – What worked last reporting season and why – The idea of “inflecting profitability” and current examples like Qoria – Infomedia (IFM) takeover, reporting season expectations & how to spot opportunity early If you love learning about small and mid cap ASX shares, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – How Seneca’s “zero management fee” model works and why it aligns with investors – Inflecting profitability: what it means and examples in this reporting season – The case for Qoria (QOR) and how its turnaround is surprising investors – Infomedia (IFM): why Seneca owned it before the takeover – Trading small caps: liquidity, deal execution, and “breaking your way out of a bag” – How to spot reporting season alpha before results hit – Gold exploration, tech profitability & sentiment turning points – Thoughts on other companies: SiteMinder (SDR), EROAD (ERD), Antipa (AZY) – Final thoughts on what won’t work this reporting season Resources for This Episode – Seneca website: https://www.senecafs.com.au/ ~~ 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 Investors 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 Drew Meredith dive into ASX reporting season news from Pro Medicus Ltd (ASX: PME) and JB HiFi Limited (ASX: JBH) and answer your questions. If you love learning about smart portfolio management and staying invested through the cycle, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Is CSL a buy after recent price weakness? – Responding to financial media fear headlines – What falling AUD means for overseas ETFs – How super contributions are “timed” in falling markets – Dividend reinvestment plans – yay or nay? – How to think about rebalancing portfolios during market corrections – Is two ETFs enough for diversification? – How advisers project manage debt recycling strategies ~~ 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 Investors 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 host Mitchell Sneddon discusses with guest Stephen Darke: – What Navigator Global Investments (ASX: NGI) actually does – How NGI earns revenue by backing hedge funds & private market firms – Why NGI believes the market is undervaluing its portfolio – How Stephen Darke thinks about manager selection, fees & long-term capital allocation If you love learning about listed investment businesses and alternative investing, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!** Follow us on Instagram and TikTok for more investing insights. Topics Covered: – Navigator’s unique investment model and how it earns revenue – Why hedge fund strategies can be sticky and valuable in volatile markets – How NGI identifies and partners with elite alternative managers – Why Stephen Darke believes NGI is misunderstood and undervalued by the ASX – Final thoughts on performance fees, capital lockups and the growth vision for NGI ~~ 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 Investors 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Four common retirement mistakes (and how to avoid them) – Elon Musk’s $30 billion Tesla bonus – Multiple stocks, ETFs & one unlisted company on our radar – Listener questions on LaserBond, leveraged ETFs & micro-investing apps Chapters (approximate) (00:00) Introduction (01:56) Drew's Big Mistakes (02:54) 4 Retirement Mistakes (05:15) Owen's New Tesla (09:28) Drew's Four Investment Ideas (17:22) Who Are The Richest People? (20:05) Owen's Two Investment Ideas (24:09) LaserBond Limited (ASX:LBL) (32:40) Fake Portfolio Updates (39:09) Global X (A300) (41:22) ASX's TPG Bungle (47:08) Geared Index Funds (55:04) How to Buy Shares on Interactive Brokers (56:12) Buy, Hold or Sell? (57:16) Round-up Investing (1:00:24) Drew's Dad Joke If you love learning about long-term investing, superannuation and stock market strategies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Retirement spending patterns and why they change – The “I + G = TR” rule for total return in retirement – Why not starting a pension could cost you thousands – Elon Musk’s $30b Tesla option package – fair reward or too much? – Drew’s watchlist: Palantir, QUS ETF, Tesla & Storypark (unlisted) – Owen’s watchlist: Intuitive Surgical, Costco & Macquarie Group – Small-cap spotlight: LaserBond (LBL) and its surface engineering tech – Leveraged ETFs – when they can work, and the risks – Micro-investing apps like Raiz – fees, features & when to use them Resources for This Episode – Ask a question – just 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 Investors 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 host Mitchell Sneddon discusses: – India’s demographic edge and economic growth – The digital transformation (Aadhaar, JAM Trinity) and infrastructure boom – The rise of local Indian investors and the impact of SIPs – Why active investing beats passive in India’s complex market If you love learning about global investing and emerging markets, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. – India Avenue ~~ 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 Investors 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 #India #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Drew Meredith and Mitchell Sneddon react to a 10% global market pullback, break down Trump’s new tariff moves, dive into Bapcor’s 30% share price crash, and talk through portfolio resilience, investor psychology, and listener questions on DRPs, super, and tactical rebalancing. In this Australian Investors Podcast episode, your hosts Drew Meredith and Mitchell Sneddon discuss: – Trump’s new round of tariffs and trade war risks – How to manage portfolios in a falling market – Bapcor’s 30% share price crash & turnaround potential – Drew’s client strategy and Mitchell’s ETF reflections Chapters (approximate) (00:00) Introduction (03:51) Tariffs and Market Reactions (07:32) Wattle Portfolios General Exposure (11:18) US Federal Reserve and Interest Rates (13:59) Where Was Drew on July 2nd? (15:45) NAB CEO Called Out (20:44) WiseTech's New CEO (24:14) Bapcor Stock Tanked (30:40) Drew's Rejected Episode Ideas (34:06) The Challenges of Active Management (40:01) Our Favourite GYG Orders (42:00) Thoughts on GYG (45:39) Active vs. Passive Management (52:21) Fake Portfolio Updates (52:59) Rapid Fire Questions for Drew If you love learning about 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 – Trump’s tariffs on South Korea, India & Brazil: investor implications – Waddle’s approach to portfolio risk, diversification & hedging – Bapcor’s 30% crash: write-downs, Bunnings competition & a turnaround series idea – NAB CEO wine-gate and executive behaviour in the age of scrutiny – WiseTech’s unusual CEO transition & governance flags – Listener Q&A: DRPs, ETF allocation, and rebalancing winners vs losers – Guzman y Gomez analysis: growth vs valuation, is it too spicy? – Magellan & falling knives: what Mitchell & Drew regret buying – Portfolio leaderboard update & Drew’s bagel-based spice test Resources for This Episode – Nobody's Fool by Harlan Coben – Ask a question – just 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 Investors 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 host Mitchell Sneddon sits down with Tim Carleton, founder and Chief Investment Officer at Auscap Asset Management, to discuss: – Auscap’s high-conviction approach to investing – What makes a business “high quality” (and worth holding long-term) – Risk management insights from Macquarie and Goldman Sachs – Why valuation discipline and business quality matter more than ever – The logic behind Auscap’s top investments including ResMed, REA, and Nick Scali If you love learning about long-term investing and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Tim’s investing origin story: from punting at uni to Macquarie & Goldmans – Auscap’s focus on the top 70–80 companies in the market – Why competitive advantage and ROE drive long-term returns – Position sizing, portfolio construction & trimming winners – The ResMed GLP-1 panic and contrarian investing – Lessons from cycles in mining and banking stocks – How to think about risk, valuation, and business quality – Advice Tim gives to students at Sydney Uni Resources for this episode – Auscap Asset Management ~~ 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 Investors 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

Ryan Newman, Director of Research at The Motley Fool Australia, shares his insights on growth investing. He discusses his methods for identifying standout companies, shedding light on ResMed's leadership in sleep health and how GenTrack is innovating in utility software. Newman also explains how Pinnacle Investment structures its boutique funds for optimal returns. The conversation emphasizes the importance of thorough research and patience in navigating the stock market, providing listeners with valuable strategies for long-term investing success.