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  • Tash Invests, AKA Natasha Etschmann, features on this episode of The Australian Investors Podcast with Owen Rask.
    Tash Invests is one of Australia's most widely followed financial educators, authors, podcast hosts and content creators.
    Based in Melbourne, Tash's influence has grown dramatically, even earning her a spot in Forbes 30 Under 30 in 2024. At the age of just 27, Tash has achieved an incredible amount.
    She joined Owen to talk about her journey to building wealth through shares and property, why she and Ana Kresina wrote How To Not Work Forever, earning income online, how she invests, and more.
    Tash & Ana's book: https://www.amazon.com.au/How-Not-Work-Forever-Investing/dp/1394248865
    Instagram: https://www.instagram.com/tashinvests/
    Get Rich Slow Podcast: https://podcasts.apple.com/au/podcast/get-rich-slow-club/id1674449171
    ~~ 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
    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 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

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  • 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

  • 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
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  • 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