Avsnitt
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On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask go live from Melbourne to answer your questions... and make more silly predictions.
Covered this weekend
- Trump wins
- US rates cut
- Australian rates steady
- NAB dividends are back!
- ANZ reports
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
Financial Planning: https://bit.ly/R-plan
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 confused about what that means or what your needs are, 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 -
Who is the better investor: Peter Lynch, from One Up on Wall Street fame, or Warren Buffett, Berkshire Hathaway Chairman?
In this Australian Investors Podcast with Owen Rask, Global X ETFs Australia's Marc Jocum gets into the weeds on the company's new Exchange-Traded Fund (ETF), S&P World ex Australia GARP ETF (ASX: GARP).
This episode is sponsored by Global X Australia, as part of its long-term advertising partnership.
Topics covered:
1. Better investor: Warren Buffett or Peter Lynch?
2. Why isn't there a 'Warren Buffett ETF'?
3. What is GARP investing?
4. What drives stock prices over 10+ years?
5. What's better: FANG stocks or GARP investing over a 10-year horizon?
Learn more about the Global X GARP ETF: https://www.globalxetfs.com.au/funds/garp/
Marc's GARP explainer: https://www.globalxetfs.com.au/introducing-garp/
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
Financial Planning and more: https://bit.ly/R-plan
Ask a question: https://bit.ly/3QtiY00
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 confused about what that means or what your needs are, 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 -
Saknas det avsnitt?
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Alphinity Investment Management's Trent Masters explains the value to be captured when a skilled investor has the ability to find companies/stocks with upside earnings surprise potential.
On this episode of The Australian Investors Podcast, Owen Rask talks with Trent Masters, Global Portfolio Manager at Alphinity, about:
1. The benefit of a STEM background in investing
2. The outlook for big technology companies
3. Trent's best and worst bets on technology companies
4. Alphinity's investment philosophy and process
5. The value embedded in earnings surprises, and more
Learn more about the Alphinity Global Equity Fund: https://www.alphinity.com.au/core-funds/alphinity-global-equity-fund/
Trent's Linkedin: https://www.linkedin.com/in/trentmasters?originalSubdomain=au
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
All services: https://bit.ly/R-plan
Ask a question: https://bit.ly/3QtiY00
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 confused about what that means or what your needs are, 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 -
I've made 5x my money on Xero Limited (ASX: XRO) and Pilbara Minerals Ltd (ASX: PLS) - is it time to sell?
On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask go live from Melbourne to answer your questions... and make more silly predictions.
Covered this weekend
If I'm up 5 times my money on Xero and Pilbara Minerals, should I sell?
Alphabet (NASDAQ: GOOGL) reports... decent results
Woolworths Group Ltd (ASX: WOW) falls as online sales drop margins
Is Coles Group (ASX: COL) a better buy?
I've inherited $20,000 of BK Investment Company Ltd (ASX: BKI), Australian Foundation Investment Co. Ltd (ASX: AFI), Suncorp (ASX: SUN) and Telstra (ASX: TLS) - should I sell?
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
Financial Planning: https://bit.ly/R-plan
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 confused about what that means or what your needs are, 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 -
Invesco's Scott Bennett explains why small caps outperform, the nuance of small caps and why quantitative can outperform in ASX small caps.
On this episode of The Australian Investors Podcast, Owen Rask speaks with Invesco Australia's Scott about:
Why do small caps outperform?
Factor investing - how strategies are created
How can a systematic strategy work in ASX small caps?
Why small cap index strategies are tilted to failure
Will AI make us worse investors?
Learn more about Invesco Smaller Companies Fund: https://www.invesco.com.au/home/funds/invesco-wholesale-australian-smaller-companies-fund-class-a?audienceType=investor
Scott's Linkedin: https://www.linkedin.com/in/scott-bennett-572b776/?originalSubdomain=au
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 confused about what that means or what your needs are, 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 episode, we sit down with Global X ETF expert Billy Leung to explore four major investment themes shaping the future of investing. Billy shares his insights on the investment case for each theme, using his three key evaluation criteria:
Technological advancements driving the theme
Political and regulatory tailwinds supporting growth
Demographic shifts indicating long-term demand
During the episode, we dive deep into cybersecurity, nuclear energy, semiconductors, and discuss whether the Metaverse still holds investment potential in today’s landscape.
We also tackle the skepticism around thematic ETFs, noting how generalized negative commentary often misses the nuance. Billy provides a framework that investors can use to assess whether a theme is a long-term trend worthy of inclusion in their portfolio.
Finally, amongst all of the tech talk we find ourselves discussing Billy’s investment in whiskey.
Don’t miss the chance to learn how to evaluate investment themes with expert advice from Billy Leung.
Click here for Owen’s previous interview with Billy.
Click here to download Global X's ETF Landscape Report.
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 confused about what that means or what your needs are, 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 -
What is going on at WiseTech Global Ltd (ASX:WTC) and Richard White? Are billionaires evil? Plus, what's the deal with investment bonds being tax free?
Video version: https://youtu.be/vik9HpIaDTs
On this 2 Sense episode of the Australian Investors Podcast, Owen Rask and Drew Meredith pop the hood on some bees in their bonnet:
1. Why Owen is sick of the media taking down founders
2. Drew says Goldman Sachs is wrong about the S&P 500
3. What's the deal with investment bonds? Are they really tax free?
4. Should I use a DRP for investing?
5. I think I found a dodgy real estate agent
6. What happens to FANG stocks when the AI rocketship crash lands?
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
Financial Planning: https://bit.ly/R-plan
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 confused about what that means or what your needs are, 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 -
Alan Kohler is Australia's most recognisable business journalist, the founder of Eureka Report, former AFR columnist and ABC television host.
Alan joins Owen Rask on this Australian Investors Podcast to talk:
Investment lessons learned
Career advice - how he's managed to stay at the top for so long
Building media companies, and selling them
The most memorable guests and characters
Worst corporate leaders
Advice for his younger self
Want to hear more? Join Alan at Eureka:
https://www.intelligentinvestor.com.au/research/eureka-report
~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
InvestSMART, owner of Eureka Report, is a long-term sponsor of Rask podcasts.
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 confused about what that means or what your needs are, 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, Owen Rask is joined by former financial adviser and financial literacy advocate, Jessica Brady.
Topics covered with Jess Brady include:
How to get started with money - early or late
Money barriers and biases holding us back
Goal setting and the mistakes people make
Money date tips & traps, and
Australia's looming property problem
Work with Jess:
Money dates & investing starter packs: https://courses.jessicabrady.com.au/Freebies
Jess's website: https://jessicabrady.com.au/
~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 confused about what that means or what your needs are, 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 -
On this 2 Sense episode of the Australian Investors Podcast, Owen Rask and Drew Meredith tackle US Reporting Season, why Seek buys XREF, Web Travel Group plummets and Virgin Australia is coming back to the ASX... we think.
~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 confused about what that means or what your needs are, 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 -
John Addis is the founder of Intelligent Investor and one of Australia's best investment writers. He joins Owen Rask to dive deep into four categories of losses and how to avoid the costliest investment mistakes.
Video version: https://youtu.be/v8L-I3J1I28
Buy the book (use code RASK25 for 25% off at checkout): https://bit.ly/johnaddis
Show notes: https://www.raskmedia.com.au/2024/10/07/john-addis-book-how-not-to-lose-1-million/
The four categories of losers include:
Stocks John bought but shouldn't have
Stocks he bought but sold too soon
Stocks he bought but sold too late, and
Stocks he should have bought but didn't.
Companies mentioned include Flight Centre (ASX: FLT), Afterpay (now part of Block Inc), Apple Inc (NASDAQ: AAPL), Facebook/Meta Platforms (NASDAQ: META), Star Entertainment Ltd (ASX: SGR), Cochlear Ltd (ASX: COH), PMP Ltd (ASX: PMP) and more.
~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 confused about what that means or what your needs are, 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 -
On this 2 Sense episode of the Australian Investors Podcast, OwenRask asks Drew Meredith whether he would buy Rio Tinto Ltd (ASX: RIO), Guzmen Y Gomez Ltd (ASX: GYG) or Charter Hall Long WALE REIT (ASX: CLW) over 10 years? Or over three years...
Topics covered in today’s Australian Investors Podcast:
GYG, RIO or CLW?
What to do when you're down 95% (cough cough DUB)
I've got $2.5m of cash... and 2 years - do I invest it?
Arcadium - a good buy or a 'good bye' for Rio Tinto?
Why Drew thinks interest rates will be cut before April 2025
~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 confused about what that means or what your needs are, 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 -
Matt Vitale is the co-founder of equity crowdfunding platform Birchal.
Matt Vitale joins Owen Rask for a second time on The Australian Business Podcast to educate us about how founders and business owners can raise capital from customers or fans, how to prepare a business for sale, the rise of equity funding in private markets, how investors can get involved, and more.
Birchal for founders: https://www.birchal.com/raise-capital
Birchal for investors: https://www.birchal.com/investors
~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 confused about what that means or what your needs are, 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 -
On this 2 Sense episode of the Australian Investors Podcast, DrewMeredith and OwenRask discuss what the Israel and Iran conflict means to Australian investors, the rise of gold prices and differences in Super funds.
Topics covered in today’s Australian Investors Podcast:
1. Differences between Industry, Retail, SMSFs and platforms
2. What are the best ASX stocks to diversify a concentrated core?
3. The Israel conflict and what it means
4. Share raising and getting priority in capital raisings
5. Do I invest my house deposit?
6. Is dividend investing with a DRP better than dollar-cost averaging (DCA)?
7. Lump sum investing a cash amount
~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 confused about what that means or what your needs are, 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 -
Angus Donohoo is an investor and analyst from Intelligent Investor, with a special and unique background of experiences.
In this Australian Investors Podcast episode, Owen Rask chats with Angus about:
Why dating apps (such as Tinder and Match Group, etc.) are more like pokies
What Angus learned from working with Kerr Neilson
Lessons learned, particularly around position sizing, and
The rise of AI stocks and who wins
Resources
Angus' research on Intelligent Investor: https://www.intelligentinvestor.com.au/author/angus-donohoo/11743
Free trial of Intelligent Investor: https://www.intelligentinvestor.com.au/intelligent-investor-membership
~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 confused about what that means or what your needs are, 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 -
On this Australian Investors Podcast, Drew Meredith and Owen Rask share five 'wild stock ideas' that 'could double before 2030.
AUDIO NOTE: this podcast recorded "as remote as possible" - Owen was on his boat, fishing. The audio quality isn't as good as it could have been.
VIDEO: https://www.youtube.com/live/K5Llzj9-MKA
Stocks talked about include:
Nuix Ltd (ASX: NXL)
WiseTech Global Ltd (ASX: WTC)
Zillow Inc (NASDAQ: Z)
Laserbond Ltd (ASX: LBL)
Macquarie Group (ASX: MQG)
Warning: these stocks are shared just for fun - please know that none of these are a recommendation.
Topics covered in today's Australian Investors Podcast:
1. 5 stocks that could double by 2030
2. Are hybrids done?
3. Credit versus subordinated versus hybrid ETFs
4. NAB Equity Builder and gearing strategies
5. Super, shares or property before retirement
More great resources you'll love:
Invest with Owen: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 confused about what that means or what your needs are, 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
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On this Australian Investors Podcast, Owen Rask speaks with Global X's Marc Jocum about 10 reasons why ETFs are better than property in retirement.
Reasons covered:
1. Speed of transactions
2. Lower Costs
3. Diversification
4. Predictable income
5. Liquidity in Retirement
6. Relatively better yields
7. Tax Efficiency
8. Access to Global Markets
9. No Borrowing Risk / interest rate sensitivity
10. Transparency and price discovery
ETFs mentioned: ZYAU, FANG, BANK
Resources:
Global X website (all funds): https://bit.ly/gx-funds
Global X Landscape report: https://go.globalxetfs.com.au/l/533502/2024-09-10/8xlmjh
Episode 1 with Marc: https://www.youtube.com/watch?v=YniljKAXnqY
Behind the memo with Morgan Housel:
Spotify: https://open.spotify.com/episode/1ewk6BeHzcHadH5vfJvZSy
Apple: https://podcasts.apple.com/us/podcast/behind-the-memo-the-impact-of-debt-with/id1521551570?i=1000666742345
JP Morgan's Severe Case of Covidia: https://privatebank.jpmorgan.com/apac/en/insights/latest-and-featured/eotm/a-severe-case-of-covidiab
~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 confused about what that means or what your needs are, 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 -
On this Australian Investors Podcast, Drew Meredith, CFP and Owen Rask share their worst investments of all time. The most costly mistakes made by investing.
Topics covered in today's Australian Investors Podcast:
1. Drew does LA & Future Proof
2. US interest rates fall
3. Is rebalancing the same for ETFs and shares?
4. If you invested for 20 years, which stock would you buy and why?
5. Infrastructure ETFs versus active infrastructure funds
More great resources you'll love:
Invest with Owen: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 confused about what that means or what your needs are, 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 -
How does Washington H Soul Pattinson & Co. Ltd (ASX: SOL) actually invest? Soul Pattinson (sometimes called 'WHSP' or SOL) is one of Australia's oldest and best-performing ASX-listed companies, having been run by the same family for over 100 years.
Todd Barlow is the CEO of Washington H Soul Pattinson & Co. Ltd (ASX: SOL), overseeing day-to-day operations, company strategy, the team and different investment units.
In this Australian Investors Podcast with Owen Rask and Todd Barlow, questions include:
Soul Pattinson (ASX:SOL) versus LICs
Soul Pattinson (ASX:SOL) v active fund managers
The rise of index funds and ETFs
How Soul Pattinson (ASX:SOL) has been able to outperform the ASX 200
How do Soul Patt's combine private equity and credit, with holdings in TPG Group (ASX:TPG) and Brickworks (ASX:BRK)?
Todd's favourite financial resources, like podcasts, books and papers
Cognitive biases
The Soul Patts culture and how that impacts performance
Episode resources:
Todd Barlow's first podcast with Owen: https://www.youtube.com/watch?v=ykawVDPmj5c
Soul Patt's private equity: https://www.youtube.com/watch?v=1EMpAjv6EnM
Tom Milner on coal stocks: https://www.youtube.com/watch?v=Gt6Ua1cjegY
More great resources you'll love:
Ask a question: https://bit.ly/3QtiY00
Invest with Owen: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
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 confused about what that means or what your needs are, 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 -
Drew Meredith, CFP and Owen Rask dive into SMSFs, what to do with $100,000 and will Private Equity be the 'next big thing?'
Retirement podcast:
Spotify: https://open.spotify.com/show/3FzKfzDcguviugCdZjAyyH
Apple: https://podcasts.apple.com/us/podcast/australian-retirement-podcast/id1755721044
YouTube: https://www.youtube.com/playlist?list=PLECacouYcyPsk27PZNAXIq-suzargCRzC
More great resources you'll love:
Ask a question: https://bit.ly/3QtiY00
Invest with Owen: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
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 confused about what that means or what your needs are, 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 - Visa fler
