Australian Investors Podcast

In this Australian Investors Podcast episode, your host Owen Rask is joined by Donny Buchanan and Nick Thomson of Lakehouse Capital to discuss: – Why only a few stocks drive long-term returns – Lakehouse Capital’s focus on strategic moats and secular tailwinds – How MercadoLibre and ServiceNow exemplify network effects and customer loyalty – The discipline behind concentrated portfolio management and valuations If you love learning about global investing, high-quality businesses, 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 – Strategic edges: IP, network effects & customer loyalty – MercadoLibre & ServiceNow: Real-world moat examples – Why long-term holding & alignment matter – How Lakehouse evaluates, sizes & sells global positions ~~ 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 Luke Laretive (Seneca Financial Solutions) discuss: – How Luke turned $0.60 into $15 with Vulcan Energy – Why Zip was his biggest percentage win – Two new small cap stock ideas: Antipa Minerals and Euroz Hartleys – Why investors get performance data and fund evaluation wrong If you love learning about small cap investing and ASX company analysis, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Good Research – Luke’s Most Profitable Investments – Why Luke is Interested in Small Cap Investing – Sectors and Returns (High) – Returns from Small Caps – Antipa Minerals (ASX: AZY) – Euroz Hartleys (ASX: EZL) – Insider Tip for Small Cap Investing Resources for This Episode – Good Research ~~ 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 #SmallCaps #ASX #SenecaFinancial #StockAnalysis #EurozHartleys Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode dives into TermPlus and the world of global private credit with Nehemiah Richardson. We unpack what global private credit is, how TermPlus works, the risk-return profile, portfolio construction, and how Australian investors can access income with lower volatility. TermPlus by Pengana NOTE: THIS IS A SPONSORED PODCAST ON THE RASK NETWORK. In this Australian Investors Podcast episode, your hosts Owen Rask and Nehemiah Richardson discuss: – The basics and benefits of global private credit – How TermPlus delivers stable income – How portfolio diversification reduces investor risk – The current and future outlook for global private credit in Australia If you love learning about income investing and alternative assets, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered – Australia's Global Private Credit Adoption – How Nehemiah Approaches Risk – How TermPlus Portfolios are Constructed – What Drives TermPlus Payouts – Has TermPlus Gained Popularity Recently? – Can You Hold Multiple TermPlus Investments? – What Happens When The Borrower Defaults? – Family Trusts in TermPlus? – Will Headline Rate Drop with Interest Rates? – What's Stopping a Big Institution White Labelling TermPlus? Resources for This Episode TermPlus by Pengana ~~ 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, Owen Rask sits down with Melissa Browne – entrepreneur, author, educator, and the powerhouse behind the ‘Her Wealth Her Way’ movement. Mel shares her personal story of rebuilding after divorce, what she wishes more women knew about money, and how thousands have used her financial literacy programs to create lasting change. This episode was originally featured on the Australian Finance Podcast. Melissa opens up about: – Giving away her divorce settlement – Rebuilding her finances from the ground up – Why your money personality matters – The importance of financial agency and understanding your risk profile – How she's helped thousands through her Financial Adulting Plan If you enjoyed this episode, subscribe to the podcast on⁠ Apple⁠,⁠ Spotify⁠,⁠ YouTube⁠, or wherever you get your podcasts! You can also follow Rask on⁠ Instagram⁠ and⁠ TikTok⁠ for more investing insights. Topics Covered – Melissa’s financial origin story and early money mistakes – Why even finance professionals get it wrong sometimes – How Melissa started again after divorce – The two types of people who join her financial programs – Understanding your money story and type – How couples can navigate financial differences – Why age-based advice doesn’t work anymore – Practical steps after a major life setback – Financial agency: what it is and why it matters – The silent challenge of money and ageism for women – Preparing financially for health challenges – What “her wealth her way” really means Resources for this episode 📄 ⁠Learn more about Mel’s work & freebies⁠ ~~ Show partner resources ~~ 💰 Join Pearler using code “RASK” for $15 of Pearler Credit -⁠ https://bit.ly/Pearler⁠ 📊 Get 50% off your first two months using PocketSmith -⁠ https://bit.ly/R-PocketSmith⁠ 📈 View Betashares full range of funds -⁠ https://bit.ly/beta-25⁠ ~~ Rask resources ~~ 🔗 Explore all Rask services -⁠ https://bit.ly/R-services⁠ 📋 Learn about Rask 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 Finance Podcast -⁠ https://bit.ly/R-quest⁠ 📲 Follow us on social media: Instagram: @rask.invest -⁠ https://www.instagram.com/rask.invest/⁠ TikTok: @rask.invest -⁠ https://www.tiktok.com/@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. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re unsure, 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 Australian Investors Podcast episode, your hosts Drew Meredith and Owen Rask discuss: – Tesla’s and Nvidia’s stock price slump and investor sentiment – Portfolio rebalancing strategies in a volatile market – Private credit investing with TermPlus and its risks – The ongoing debate on taxing unrealised gains If you love learning about global investing trends, private markets, and smart portfolio strategies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Our Fake Portfolio Updates – Autonomous Taxis – Owen's Newcastle Trip – More Fake Porfolio Updates – Vulcan Energy Shares – Nvidia Shares – Building The Fastest Supercomputer in 19 Days – ASX 11% Return Chart – Santos' Takeover Bid – Retail Stocks – Should Anyone Under 55 Have Defensive Assets? – How Much of Drew's Portfolio is in Small Caps? – Big Beautiful Bill Implications – Tax on Unrealised Gains – Is TermPlus Safe? – How to get Exposure to Private Markets – What is the Good Research discount code? – Recap – Drew's Dad Joke ~~ 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 Mitch and Drew discuss: – The four mega trends driving WAM Alternatives' strategy – How WMA is investing in themes like food, ageing and digitisation – The structure and evolution of the WMA portfolio post-Blue Sky – Nick Kelly’s journey and philosophy as an alternatives investor If you love learning about alternative investments and structural trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Nick Kelly’s background and start in investing – WAM Alternatives’ transformation from Blue Sky to now – How WMA accesses long-term mega trends like digitisation, ageing, food scarcity and energy transition – Return expectations, private markets, and the future of WMA’s portfolio Resources for This Episode – The ghost of Blue Sky Alternatives: will WMA close? – Fizzled Blue Sky a lesson in need for transparency: short seller ~~ 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 host Owen Rask is joined by Luke Laretive and Ben Richards from Seneca Financial Solutions to discuss: – The flaws of small cap index investing – How inclusion in ASX indices drives mispricing – Lessons from Catapult, Objective Corp & Sigma – Mistakes small cap investors should avoid 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. Topics covered – How ETFs and index funds distort the small cap landscape – Why active managers can still outperform in small caps – What index inclusion does to share prices (examples from Catapult, EOL, Objective) – Why more companies are gaming the index system (e.g. Sigma, Guzman y Gomez) – Common small cap investing mistakes and how to avoid them Episode Resources Check out Good Research Have a look at all of Seneca's Investment Products here Read more about Seneca's Australian Small Companies Fund ~~ 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 Drew Meredith and Owen Rask discuss: - Private companies avoiding the ASX - Why more capital is flowing to private equity - How retail investors can access private opportunities - Position sizing, risk, and long-term investing If you love learning about private markets 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 - Why companies are staying private longer than ever - The rise of private equity and its effect on markets - How investors can think about accessing private deals - Portfolio construction lessons & position sizing 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 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 Billy from Global X discuss: - The full AI value chain - from hardware to monetisation - Why investing in AI isn’t just about chips anymore - Real-world robotics and automation examples from China - How investors can access AI through ETFs If you love learning about AI, technology investing, and thematic ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered - Breaking down the AI value chain: hardware, infrastructure, and software - Real-world robotics: UBTech’s humanoid robots in EV factories - Why infrastructure and monetisation are the next big frontiers - How ETFs like AINF and GXAI give investors AI exposure 📄 Learn more about AI investing & Global X ETFs: AINF ETF (Artificial Intelligence & Big Data) GXAI ETF (Global X Artificial Intelligence) Explore Global X's Thematic ETFs ~~ 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Mitchell Sneddon speaks with Jordan Eliseo, General Manager at ABC Bullion, to discuss: - How ABC Bullion operates & how it makes money - Why gold is booming in 2025 despite being at record highs - Physical gold vs gold ETFs: storage, costs & investor motivations - The practicality of bullion ownership for SMSFs & individual investors If you love learning about precious metals and portfolio diversification, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered - What ABC Bullion Does & How It Makes Money - Gold’s Recent Performance & Investor Sentiment - Bullion Storage Options & Costs - Physical Gold vs Gold ETFs: Cost, Security, Liquidity - SMSFs & Strategic Gold Allocation - Client Trends: Who Is Buying Gold Today? - Final Thoughts & How to Learn More Resources for this episode: - Ask a question (select the Investors podcast): https://bit.ly/R-quest ~~ 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 #Gold #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices