Australian Investors Podcast - podcast cover

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 proven strategies to help you invest your time and money. SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-investors-podcast

Episodes

Is stock picking dead? Why ETFs are winning in 2025

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Australia’s ETF market surging to $300B in FUM – Sharp drops in Tesla and NVIDIA, and the impact on fake portfolios – Portfolio rebalancing lessons: when to top up, when to review – Why position sizing is the unsung hero of good investing If you love learning about ETFs, stock picking, and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Ins...

Jun 06, 202553 min

Jun Bei Liu - Long/short investing on the ASX, lessons from China & personal growth

In this Australian Investors Podcast episode, your host Owen Rask speaks with Jun Bei Liu, founder and CIO of Ten Cap, about: - Her early life, career shift and rise in funds management - Launching and managing a $1.5 billion long/short strategy - What makes Ten Cap different in Australia’s funds landscape - How she identifies both long and short opportunities If you love learning about portfolio construction, Australian equities, and investing with purpose, subscribe to the Australian Investors...

Jun 04, 202544 min

Why small cap managers could thrive again – Steve Johnson (Forager)

In this Australian Investors Podcast episode, your host Mitchell Sneddon speaks with Forager Funds’ Steve Johnson to explore: - Why small cap managers might have a structural edge again - The limitations of ETFs and super funds in small cap investing - Forager’s approach to portfolio changes during market volatility - Steve’s personal reflections on staying sane and strategic amid uncertainty If you love learning about small cap investing, subscribe to the Australian Investors Podcast on Apple, ...

Jun 02, 202558 min

NVIDIA is flying, Drew takes the lead & private investment companies

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – What the recent market pullback really means – and why it’s not the GFC – What their $10,000 “fake portfolios” reveal about volatility and investor psychology – The importance of position sizing and diversification in your investment strategy – Why Tesla made headlines again – and the Trump effect on sentiment If you love learning about ETFs, stock picking and portfolio strategy, subscribe to the Aust...

May 30, 202556 min

Identifying ASX small cap inflection points

In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards from Seneca Financial Solutions to discuss: - How the Seneca Small Companies Fund outperformed by 25% - Why inflection points in profitability drive returns - The role of consistency, speed, and process in investing - Breakdowns of stocks like Catapult, MMA Offshore & AFG If you love learning about small cap investing, subscribe to the Australian Investors Podcast on Apple, Spotify, o...

May 28, 202549 min

The rise of China tech: innovation, valuation & global impact – with Billy Leung from Global X

In this Australian Investors Podcast episode, your hosts Owen Rask and Billy Leung from Global X discuss: - Why China’s innovation agenda is reshaping global tech - Made in China 2025 & its impact on EVs, AI, and robotics - The valuation gap between Chinese and US tech giants - How investors can access Chinese growth through ETFs like DRGN If you love learning about emerging markets, global innovation, and international ETFs, subscribe to the Australian Investors Podcast on⁠ Apple⁠,⁠ Spotify...

May 26, 202537 min

Has Owen backflipped on index fund ETFs?

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: - The RBA’s 25 basis point rate cut and implications for ETFs - Portfolio drawdowns: what we’ve learned from GEAR, Tesla & XRF - The concept of a “spiffy pop” and long-term investing - The power of diversification and when to rebalance your positions If you love learning about ETFs, portfolio strategy, and long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTu...

May 23, 202542 min

How Navexa makes tax time easy for Aussie investors - Navarre Trousselot

In this Australian Investors Podcast episode, your host Owen Raszkiewicz chats with Navarre Trousselot, founder of Navexa, to discuss: Why performance tracking matters more than you think The origins of Navexa and its journey to become a full business How most investors get tax reporting totally wrong ETF and managed fund headaches – and how Navexa solves them If you love learning about investment strategy and smarter portfolio management, subscribe to the Australian Investors Podcast on Apple, ...

May 21, 202552 min

Step by step guide to selecting a managed fund

In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Daryl Wilson from Affluence Funds Management and discusses: 1. Strategic Asset Allocation – How to build a portfolio aligned with your goals, when to adjust your asset class exposure, and using allocation ranges effectively. 2. Tactical Asset Allocation – Should you be style agnostic (e.g. value vs growth vs momentum)? How do you assess whether an asset class offers real value—or is a value trap? 3. Assessing...

May 19, 20251 hr

Xero’s growth, Tesla’s turnaround & the power of diversification

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Xero’s surprise earnings and strategy shift – Tesla’s 40% rally and the White House showroom moment – Lessons from ETF portfolio declines: GUS, KKR, and Vulcan – Why global diversification and position sizing matter more than ever If you love learning about growth stocks, ETF investing, and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on In...

May 16, 202539 min

CAR Group (ASX:CAR) - building a global business, with CEO Cameron McIntyre

In this episode of the Australian Investors Podcast, your host Mitchell Sneddon sits down with Cameron McIntyre, CEO of CAR Group (formerly CarSales), to discuss: CAR Group’s marketplace model & how it makes money Scaling a startup into a global giant M&A strategy and entering markets like Brazil & South Korea Why culture, innovation and execution fuel long-term success The future of car marketplaces & AI-driven disruption If you're interested in marketplace businesses, ASX succe...

May 14, 202551 min

Dividend trivia & high-income ETFs: Pub trivia meets investing

In this Australian Investors Podcast episode, your hosts Owen Rask and Mitch discuss: - Dividend investing through the lens of pub trivia - ASX ETFs focused on income: VHY, YMAX, SYI, and Harvester - The differences between DRPs, bonus share plans, and franking - Smart strategies (and common traps) in high-yield investing If you love learning about ETF income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investi...

May 09, 202554 min

How to build a passive income core with ETFs – Owen & Mitch explain

In this Australian Investors Podcast episode, your hosts Owen Rask and Mitchell Sneddon discuss: Building a passive income core with ETFs Why total return matters more than high yield Common ETF misconceptions for retirees ETF vs LIC vs managed fund pros and cons If you love learning about ETFs and income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. ~~ Rask Resources ~~ 🔗 Explore all Rask s...

May 07, 20251 hr

Microsoft reports, Australia decides & top brokers

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: Tesla's drop Why their fake portfolios offer real investing lessons Microsoft's latest results A recap on their $10,000 fake portfolios, and Whether Commsec is still top dog early. At Rask, we take our obligation to our clients and investors extremely seriously - even if it makes us look silly live on air. He’ll make it up to you, next week. If you love learning about long-term investing, ETF strategies...

May 02, 202539 min

Bonds are not boring: Lessons from a bond analyst with Philip Brown from FIIG

In this Australian Investors Podcast episode, your host Owen Rask sits down with Philip Brown, Head of Research at FIIG (Fixed Income Investment Group) to discuss: How bond markets move before equities Understanding credit ratings and junk bonds How FIIG helps everyday investors access corporate bonds The crossover between strategy in sport and investing If you love learning about diversification, risk management, and fixed income investing, subscribe to the Australian Investors Podcast on Apple...

Apr 30, 202556 min

Elon returns to Tesla, ETF shake-up and divorce restarts

In this Australian Investors Podcast episode, your hosts Drew Meredith and Owen Rask discuss: Are markets heading for another GFC-like crisis? Tesla’s dramatic share price moves and Trump’s Tesla photo op How each of their fake $10,000 portfolios are holding up Lessons in position sizing, diversification and sticking to your plan If you love learning about stock market psychology and long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on In...

Apr 25, 202555 min

Mitch Sneddon’s worst investments & what they taught him

In this Australian Investors Podcast episode, your hosts Owen Rask and Mitch Sneddon discuss: Mitch’s worst-ever investment (Fleetwood, ASX:FWD) Why mining services can be dangerous for retail investors Lessons learned from overconfidence and poor diversification Why Rask Invest now focuses on core-satellite ETF portfolios If you love learning about ETFs, risk management, and avoiding classic investing mistakes, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow ...

Apr 23, 202557 min

Buy FANG stocks (why Trump is good for US tech)

In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, and Drew Meredith, Director of Wattle Partners, dive into the latest ASX news, explain why FANG stocks should be on your watchlist, and the latest at WiseTech Global (ASX: WTC). If you like small-cap investing, global technology companies or the stock market in general, you'll get the names and analysis of top ASX shares and NASDAQ-listed shares. If you like this Australian Investors Po...

Apr 18, 202558 min

Global Investing Lessons with Invesco’s Andrew Hall

In this Australian Investors Podcast episode, your hosts Owen Rask and Andrew Hall discuss: Invesco’s global investment process and strategy Why 80% of the fund targets compounders, and 20% improvers How the Invesco Global Opportunities Fund is built and managed Lessons learned from crises like COVID-19 and the GFC How Andrew uses data, discipline and team introspection to manage money globally If you love learning about portfolio construction, global investing, and behavioural discipline, subsc...

Apr 16, 202548 min

Owen's $100k investment (and how it's gone), plus Drew's Prado flex | 2 Sense

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: Trump’s tariff bombshell and its global market impact Owen’s $100K investment using equity release How Owen's timing the market went surprisingly well Owen is buying Costco (NASDAQ: COST) + WiseTech Global Ltd (WTC) Why diversification and long-term thinking still win Weekly investor mailbag How to build a core plus satellite with shares An Elon conspiracy theory If you love learning about global market...

Apr 11, 20251 hr 3 min

Global Investing, AI, and the Russell 2000 (RSSL) – A Deep Dive with Billy Leung

In this Australian Investors Podcast episode, host Owen Rask sits down with Billy Leung from Global X ETFs to discuss: Why global investing is more important than ever How AI is reshaping markets & investment strategies The role of the Russell 2000 (RSSL) Index in a diversified portfolio How investors can think about currency hedging for international exposure If you love learning about global markets & ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Fo...

Apr 09, 202535 min

🚨 ASX meltdown? How to protect yourself and your portfolio [SPECIAL]

The ASX 200 (ASX: XJO) price is crashing down 6.5%. Commonwealth Bank of Australia (ASX:CBA) share price is down 7.7%. BHP Group Ltd (ASX: BHP) share price is down 8%. VIDEO VERSION: https://youtube.com/live/SBxxCavI2Lo ASX 200 investors, what should you do in a market crash?! If you're watching the ASX 200 sell-off in fear, rest assured - at 12 noon today (MEL/SYD time), Chief Investment Officer Owen Rask will break down his 5-part market crash investing checklist. ✨ Resources ✨ Rask Invest por...

Apr 07, 20251 hr 42 min

Best Business Models & ASX + US Companies We'd Buy | 2-Sense with Owen & Drew

On this week's Australian Investors Podcast 2 Sense episode, your hosts Owen Rask and Drew Meredith discuss: The best business models in the world and why they work Why Pinnacle (ASX:PNI) stands out in Aussie funds management Apple & Microsoft: the power of platforms and ecosystems Which ASX and US companies Owen and Drew would buy and hold forever If you love learning about business quality, competitive advantages, and building high-performing portfolios, subscribe to the Australian Investo...

Apr 04, 202535 min

PIMCO’s Mark Kiesel: Why This Is a Rare Moment for Bond Investors

In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Mark Kiesel, PIMCO’s Chief Investment Officer of Global Credit. Together, they discuss: Why now could be a generational opportunity for bond investors Mark’s outlook on inflation, interest rates and the global economy PIMCO’s $2 trillion advantage and how it creates alpha in credit markets What airlines and housing trends are saying about the next economic slowdown If you love learning about bond investing, s...

Apr 02, 202538 min

Our Best Investments Ever | 2-Sense with Owen & Drew

On this week's Australian Investors Podcast 2 Sense episode, your hosts Owen Rask and Drew Meredith, CFP® discuss: Their best investments ever and what they learned Why US tech (like TTD & PANW) has outperformed Aussie small caps How Pro Medicus (ASX:PME) became a 30-bagger The importance of position sizing, patience & letting winners run If you love learning about long-term investing and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!...

Mar 28, 202535 min

Unlocking value in deeply discounted LICs around the world

The Staude Capital Global Value Fund Limited (ASX: GVF) is a unique listed investment company for a few reasons. Firstly, it invests in heavily discounted investment vehicles all over the world. There’s no other ASX listed vehicle that does this (to our knowledge anyway). And secondly, they are a husband and wife team who have just celebrated the funds ten year anniversary. In this episode we dive deep on the investment philosophy that has seen the fund return over 11%pa since inception. How the...

Mar 26, 20251 hr 3 min

Bitcoin ETFs Explained: How to Invest in Crypto with EBTC

In this episode of The Australian Investors Podcast, Mark Joachim, Senior Product & Investment Strategist at Global X ETFs Australia, explores the world of Bitcoin ETFs. They cover: What Bitcoin ETFs are and how they work The benefits of using an ETF instead of buying Bitcoin directly How Global X’s EBTC ETF provides crypto exposure The risks and fees associated with Bitcoin ETFs How to decide if a Bitcoin ETF belongs in your portfolio Different ways investors use Bitcoin ETFs for diversific...

Mar 24, 202512 min

Market timing, tools for ETF investors & $10,000 update, ft. Rask's Head of Advice Gemma Mitchell

In this episode, Owen Rask is joined by Gemma Mitchell, Rask's Head of Advice, who steps in for Drew Meredith while he is away. This week, Gemma & Owen are answering your questions, plus a quick update on how the $10,000 portfolios. Topics covered today: What are buybacks, and why do companies offer them? Diversifying inside vs. outside super Optimising dollar-cost averaging What is momentum investing? How to identify crossovers in your ETFs' asset allocations Resources for this episode Rask...

Mar 21, 202549 min

Building Better Portfolios with Fixed Income & ETFs – PIMCO’s Kanish Chugh

Introduction In this Australian Investors Podcast episode, your host Owen Rask is joined by Kanish Chugh, Head of ETF Sales at PIMCO Australia, to discuss: The role of fixed income in a portfolio How ETFs provide professional-grade access to bonds PIMCO’s new range of fixed income ETFs Why now might be the right time to allocate more to bonds This is a sponsored episode If you love learning about ETFs, bonds, and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spo...

Mar 19, 202549 min

Is CSL a Buy? Iron Ore, Gold & Portfolio Lessons

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: CSL stock – is it a buy at these levels? Iron ore prices holding strong at $100 per tonne Gold’s massive rally – what’s driving it? Portfolio positioning during a volatile market Lessons from past market crashes – are we in for another GFC? If you love learning about investing and market trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTo...

Mar 14, 202554 min
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