Australian Investors Podcast
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Australian Investors Podcast
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...
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649 bölüm![Peter Phan from Castlereagh Equity - Mental Models [Throwback]](https://tk.podbbang.net/images/no_thumb.png)
Peter Phan from Castlereagh Equity - Mental Models [Throwback]
Peter Phan is the Portfolio Manager of Castlereagh Equity. Many Australian investors already know Peter from his time blogging and due to his activity...
Gary Hui on shorting A2 Milk, why narratives lie & building deep research edge at Geometrica
In this Australian Investors Podcast episode, your host Mitchell Sneddon is joined by Gary Hui, portfolio manager at Geometrica Fund, a Sydney-based g...
Is the RBA hiking rates? Retirees chasing alpha, Collins Foods and a REIT deep drive
Inflation spiked to 3.8% in October, driven by higher electricity and food costs. Economist Warren Hogan is calling for the RBA to raise rates by at l...
Inside Euphemia’s family office: Backing women-led, climate & fintech startups
In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Judy Anderson-Firth, CEO of Euphemia. Together they discuss th...
How indices are built - a technical deep dive with Jason Ye
In this Australian Investors Podcast episode, your host Owen Rask speaks with Jason Ye, Director, Factors and Dividends, S&P Dow Jones Indices.
...
Alphabet (GOOG) is the real winner of AI - here's why
Alphabet (Google) is making its own chips. What kind? Why now? And could this make Alphabet - not NVIDIA - the ultimate winner in the AI race?
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Meb Faber on Quant Investing, Shareholder Yield ETFs & Building Cambria Funds
In this episode on the Australian Investors Podcast, Mitch chats with Meb Faber. Meb is a Californian-based fund manager with a suite of ETFs under hi...
Financial IQ vs EQ: How to master your money, with Karen Eley
In this Australian Investors Podcast episode, your host Owen Rask chats with money coach and former financial adviser Karen Eley about:
–...
Is diversification overrated? Why Alphabet wins? Should you invest 100% overseas?
Here's the uncomfortable truth: The ASX has delivered mediocre returns compared to US markets over the past decade. CBA and CSL - Australia's two bigg...
The new monetary order, with PIMCO's Tony Crescenzi
In this Australian Investors Podcast episode, your host Owen Rask speaks with Tony Crescenzi, Executive Vice President and Market Strategist at PIMCO,...
Why global REITs may be the most overlooked opportunity with Chris Bedingfield
In this Australian Investors Podcast episode, your host Owen Rask speaks with Chris Bedingfield of Quay Global Investors about:– Why real estate is an...
DroneShield plunges more than 20%, Flight Centre deep dive & answering your investing questions
Market darling DroneShield crashed 20% in early trade after founder and CEO Oleg Vornik dumped nearly 15 million shares worth $49.5 million. What does...
How to invest in private equity halfway through the funds life
In this Australian Investors Podcast episode, host Mitchell Sneddon is joined by Eric Foran from Coller Capital, one of the world’s largest and longes...
Shopify, YouTube, AI & Instagram: how to invest in digital businesses, ft Flippa CEO Blake Hutchison
In this Australian Investors Podcast episode, your host Owen Rask chats with Blake Hutchison, CEO of Flippa, about:
– How F...
Mike Kemp on AI investing, staying the course & buying into KFC [Throwback]
Michael "Mike" Kemp is a multiple-time author, super-successful private investor, former dentist, student of history and former analyst at Barefoot In...
The best opportunity in 20 years? PIMCO's Rob Mead on bond investing, timing & market conditions
In this Australian Investors Podcast episode your host, Owen Rask, chats with PIMCO portfolio manager Rob Mead on how fixed income / bond investing wo...
ETF foundations & are we in an ETF bubble?
In this Australian Investors Podcast episode, Owen Rask chats with Global X ETFs portfolio manager Jess Leung about the essentials of investing in ETF...
WiseTech raided, CSL tanks 16% & revealing our best stock on the market
Two former ASX darlings just had their worst day in years. WiseTech shares plunged 15.9% after the AFP raided offices over alleged insider trading by...
Enough money for 3 generations: how the ultra wealthy manage money ft. Scott Carmichael
In this Australian Investors Podcast episode, your host Owen Rask chats with Scott Carmichael of Escala Partners about:
– How wealthy fam...
How do I invest in food? Investing in Farm & Agriculture Technology with Tenacious Ventures
In this Australian Investors Podcast episode, your host Owen Rask chats with Sarah Nolet and Matthew Pryor:
– How big Australia’s ag oppo...
Gold is plunging, Tesla's results, AI x 6 & global small cap ETFs
In this Australian Investors Podcast episode Owen Rask and Drew Meredith dive into the gold price collapse, Tesla's results and global small cap ETFs....
Inside NEU: The ASX pharma star with a long runway for growth
Jump back to 2021 and Neuren Pharmaceuticals Ltd (ASX: NEU) share price consistently traded around $1.50 and occasionally breached $2. Within three ye...
David Gardner, 6 traits to beat the market, rule breakers & legacy
In this Australian Investors Podcast episode, your host Owen Rask sits down with David Gardner (co-founder of The Motley Fool and author of Rule Break...
Tesla, PME, WTC, Gold - Buy, Hold or SELL?
In this Australian Investors Podcast episode, Owen Rask and Drew Meredith dive into Tesla Inc (NASDAQ: TSLA), WiseTech Global Ltd (ASX:WTC) and Pro Me...
Are 5% stock returns the new normal? Or are ASX shares about to crash? Valuations, income & growth investing, ft. Marc Jocum
In this Australian Investors Podcast episode, your host Owen Rask is joined by Marc Jocum to discuss:
– Why ASX returns may...
Joe Magyer on unit economics, seed VC and the AI reset
In this Australian Investors Podcast episode, your host Owen Rask talks with Joe Magyer about:
– Why Joe launched Seaplane Ventures and t...
Fortescue (FMG) deep dive, geared ETFs (GGBL) & Drew's 4 bagger on gold
Are Fortescue Metals Group Ltd (ASX:FMG) shares worth the punt? In this Australian Investors Podcast episode, Owen Rask, Chief Investment Officer of R...
Alan Pullen on Magellan’s process, Alphabet’s AI search risk, Nike’s comeback and Universal Music Group
In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Alan Pullen (Magellan Investment Partners)—in conjunction with...
AGM season, BHP’s China chill, private credit lessons and cyber security ETFs
In this Australian Investors Podcast episode, your hosts Mitchell and Drew Meredith discuss:
– AGM season watch-list (BHP, Mineral Resour...
Rob Millner & Todd Barlow on Soul Patts: the past, present & future
In this Australian Investors Podcast episode, your host Owen Rask sits down with Robert Millner (Chairman) and Todd Barlow (CEO) of Washington H. Soul...
What do bond fund managers actually do? With Aaditya Thakur from PIMCO
In this Australian Investors Podcast episode, your host Owen Rask sits down with Aaditya Thakur (PIMCO) to discuss:
– What a bond fund m...
Why it’s hard to start investing and how to overcome it – with money coach Karen Eley
In this Australian Investors Podcast episode, your hosts Owen Rask and Karen Eley discuss:
– Why many people struggle to start investing<...
ASIC stops Latrobe Financial, Transurban’s NZ move, Reese buyback, AI boom, and ETFs explained
In this Australian Investors Podcast episode, your hosts Drew Meredith and Mitch discuss:
– ASIC’s stop order on Latrobe Financial
...
Building a $100k ETF portfolio with Jess Leung from Global X
ETF portfolio manager Jess Leung from Global X joins the Australian Investors Podcast to build a $100k ETF portfolio and share her strategy for long-t...
Bank hybrids are dead: here's where to invest next
In this Australian Investors Podcast episode, your host Owen Rask sits down with Kanish Chugh (from PIMCO) to discuss:
- The hybrid secu...
US junket insights, Santos takeover fallout & ETF strategies
In this Australian Investors Podcast episode, your hosts Drew and Mitch dive into:
– Mitch in the US: MIT nanotech, private equity & Futu...
China v US stocks over 100 years - who wins?
In this Australian Investors Podcast episode, your hosts Owen Rask and guest Billy discuss:
– The rise of US innovation and capital marke...
WOW, CBA & more: Good, Bad & Ugly of ASX reporting season ft. Seneca
Discover the good the bad and the ugly from ASX reporting season 2025 including CSL (ASX:CSL) Woolworths (ASX:WOW) Commonwealth Bank (ASX:CBA) and mor...
Is Endeavour (ASX:EDV) a dog? Oracle - buy, hold or sell?
In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith, CFP discuss:
– Endeavour Group (ASX:EDV): is it a b...
Alex Zaika: Scaling an X-traordinary ETF business
In this Australian Investors Podcast episode, your host Owen Rask sits down with Alex Zaika, CEO of Global X ETFs Australia, to explore his fascinatin...