In this episode Owen Rask gives listeners a crash course on small companies in Australia and how to research and invest in them. Be sure to strap in, because no day is ordinary in small cap land. We cover why Owen personally chooses to invest in small cap companies, how he filters ideas, his research process, how early is too early and what to do if a company falls outside of our circle of competence. This episode is part of Shares Month on The Australian Finance Podcast - be sure to check out o...
Jun 06, 2022•41 min•Season 4Ep. 47
Does passive income sound like music to your ears? Then this is the episode for you, as we’re diving into income investing and share dividends! Owen Rask chats to Scott Phillips, the Chief Investment Officer of The Motley Fool Australia, about building an income focused portfolio, balancing dividend and growth investing, finding high yielding shares and diversifying your portfolio. This episode is part of Shares Month on The Australian Finance Podcast - be sure to check out other episodes first ...
Jun 02, 2022•34 min•Season 4Ep. 46
Can you invest with less than $5,000? We’re taking a break from Shares Month in this episode of The Australian Finance Podcast, as Kate Campbell and Owen Rask chat to Evan Lucas, who is the Chief Market Strategist at InvestSMART, an Australian provider of low-cost ETF portfolios, focused on helping you take the first step on your investment journey. We chat to Evan about the data behind long-term investing, whether we’re ever too late to the game to start making a meaningful change in the direct...
Jun 01, 2022•45 min•Season 4Ep. 45
ESG stands for Environmental, Social & Governance considerations, and ethical investing is about investing your money according to your personal beliefs, principles and morals. In today’s episode we’re going to explore the basics of building an ESG focused share portfolio, including identifying your investment values, positive and negative screening, research tools & sources and putting all the pieces together. This episode is part of Shares Month on The Australian Finance Podcast - be sure to c...
May 30, 2022•37 min•Season 4Ep. 44
Looking for some new watchlist ideas? In today’s episode we’re going to put our share investing checklist into practice and share some investment ideas from our team with you. We’re bringing you 12 ASX & US share ideas for 2022 from our analyst team, including why we find the company interesting and key risks to be aware of. Please note these are not investment recommendations, rather ideas for your watchlist. In cases where we own the shares, this has been disclosed in the show notes. Our next ...
May 26, 2022•1 hr 14 min•Season 4Ep. 43
Ready for an ASX deep dive? Welcome back to another episode of Shares Month 2022 on The Australian Finance Podcast! This month is all about how to analyse stocks like a pro. In today’s episode we’re going to take a deep dive into a huge Australian tech company, and apply all the skills we’ve gathered from our share investing checklist. No surprises, Xero is an extraordinary success story, making life easier for business owners and accountants globally. Owen & Raymond apply the share investing ch...
May 23, 2022•35 min•Season 4Ep. 42
Ready to break down some confusing market jargon? In this episode of The Australian Finance Podcast, Kate and Owen explain 10 common (and confusing) investing terms. This includes terms such as blue chip, Dow Jones, market crash & P/E ratio. To learn more we also recommend taking our Get Started Investing Course on Rask Education. Episode transcript now available via the show notes page. Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership). T...
May 19, 2022•34 min•Season 4Ep. 41
Welcome to Shares Month 2022 on The Australian Finance Podcast! This month is all about how to analyse stocks like a pro investment analyst. In today’s episode we’re going to run you through a high level version of our share investing checklist that you can use while researching companies. This includes looking at what a company does, who runs is, competitive advantages, whether it’s in a growing industry and looking at it’s valuation. Over the next few weeks, we'll start with the basics, discus...
May 16, 2022•35 min•Season 4Ep. 40
Money & Chill is a new monthly segment on The Australian Finance Podcast featuring Owen, Kate and our producer Monique. We’ll chat about the personal finance and investing news, hacks & lessons we discover during the month, along with Rask and community updates. This month Kate chats about the start of her property buying journey, Owen discusses interest rates and Monique shares a public database for creatives and freelancers to compare rates. Plus, we share the exciting news that our podcast is...
May 12, 2022•43 min•Season 4Ep. 39
How do you find the next big success story (think Canva, Atlassian & Apple)? Well in this episode Jessy lifts the lid on Venture Capital (VC) in Australia, including an overview of the venture capital asset class, some of the challenges of investing in start-ups, the high-risk/high-reward trade-off, characteristics they looks for when investing in companies and what makes a good VC fund manager. Hopefully this episode gives you an insight as an investor and employee (maybe even an employer), int...
May 09, 2022•1 hr•Season 4Ep. 38
In this listener story episode on The Australian Finance Podcast Kate chats to podcast listener Patti about her money journey, moving to Australia to study and paying back $150k of student debt, along with all the lessons she learnt along her journey. Plus, Patti shares her first experiences investing and the resources she discovered along her way. Episode transcript now available via the show notes page. Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) o...
May 05, 2022•36 min•Season 4Ep. 37
Are you ready to get started investing? In this special crossover episode between Rask Australia and Equity Mates, Owen Rask and Bryce & Alec from Equity Mates, announce the Get Started Investing with Equity Mates course, which will help you take the first step on your investing journey. Plus, Owen discusses whether value investing is dead, mental biases we face as investors, and an overview of an ASX company on his watchlist. Get Started Investing with Equity Mates (FREE): education.rask.com.au...
May 02, 2022•45 min•Season 4Ep. 36
In the world of money and finance, things can seem pretty murky at the best of times. This is one of the reasons Owen and Kate started The Australian Finance Podcast many years ago. Why should Australians be held back from taking the reins of their financial future, just because the gatekeepers like it that way? Thankfully, consumers are pretty savvy these days and know that if they put in the work, they can figure a lot of the basics out in all areas of their lives. That’s not to discount the e...
Apr 28, 2022•27 min•Season 4Ep. 35
Why should we be investing? Well according to today’s guest Nick Maggiulli, we should invest to save for our future selves, preserve our money against inflation and replace our human capital with financial capital. Nick Maggiulli is the author of brand new release Just Keep Buying, the Chief Operating Officer for Ritholtz Wealth Management LLC and a wonderful writer in his own right, through his website Of Dollars and Data. Kate and Owen chat to Nick about his new book Just Keep Buying and why w...
Apr 25, 2022•39 min•Season 4Ep. 34
This episode of The Australian Finance features a review of the BetaShares Global Sustainability Leaders ETF (ASX: ETHI). Kate and Owen cover how ETHI works, the ETF's ethical investing framework, an overview of the key holdings and how ETHI could be used in an investors portfolio. Before we start please note, this is not a recommendation from Kate, Owen or the Rask Team, and neither Kate nor Owen hold a position in ETHI. This episode is part of our monthly series where we dive into a share/ETF ...
Apr 21, 2022•45 min•Season 4Ep. 33
