Australian Investors Podcast

Епізоди

• ASX small caps: Seneca’s playbook for finding alpha 31.05.2026 51хв

  In this first Small Cap Playbook episode, Owen Rask sits down with Luke Laretive and Ben Richards from Seneca Financial Solutions to unpack how professional investors think about ASX small caps when the market is noisy, ETF flows dominate and AI tools promise easy answers. The pair argue that volatility is not the same as business risk, that so-called blue chips are not automatically safer, and that smaller companies can offer genuine opportunities when pricing is inefficient and research is thin. The bigger lesson is process. Luke and Ben explain why there is no money in consensus, why AI can help with synthesis but not conviction, and why a repeatable edge still comes from hard work: reading announcements, tracking management behaviour, weighing probabilities and building a portfolio one decision at a time. They also unpack why good small-cap managers can persistently outperform, how they separate speculation from real business quality, and what listeners should watch for when a stock looks cheap for the wrong reasons. If you want a grounded framework for researching ASX small caps without falling for hype, false precision or shortcut thinking, this episode is a sharp place to start. It is the first of a four-part series with Seneca and Good Research, and it also offers a rare look at what professional investors actually do each day, from scanning overnight moves and broker notes to reading ASX announcements line by line before a capital raise ever lands in the inbox. Episode resources – Speak with the Rask Advice team – Ask a question (select the Investors podcast) Show partner resources – ETF investor? Go beyond ordinary with Global X: View all funds – Visit TermPlus to learn more Rask Resources – All services – Financial Planning – Invest with us – Access Show Notes – Ask a question – We love feedback! Follow us on social media – Instagram: @rask.invest – TikTok: @rask.invest 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
• Senator Andrew Bragg on housing, tax and Australia’s productivity problem 28.05.2026 1год 1хв

  In this Australian Investors Podcast episode, Owen Rask sits down with Senator Andrew Bragg for a wide-ranging conversation about the Federal Budget, housing supply, tax, productivity and why so many Australians feel the country has become harder to get ahead in. Rather than getting stuck in party talking points, they focus on the practical questions investors, business owners and workers are asking right now: what happens when policy makes it harder to build homes, why does productivity matter so much for living standards, and how do taxes, regulation and incentives shape whether Australia creates more wealth or simply fights over what already exists? Andrew explains why he believes cutting housing supply is one of the worst policy choices Australia can make, how rising rents, higher rates and broader cost-of-living pressure are changing the national mood, and why small business, private investment and simpler rules still matter if Australia wants to stay competitive. The conversation also touches on super, the role of large institutions, and why clearer economic thinking matters more when confidence is low. Owen pushes on the bigger picture too: whether Australia has lost ambition, why the policy debate feels less honest than it should, and what needs to change if Australians want better opportunities over the next decade. If you want a plain-English discussion about housing, tax, productivity, competitiveness and the long-run direction of Australia, this is a timely episode to queue next. Episode resources – Speak with the Rask Advice team – Ask a question (select the Investors podcast) Show partner resources – ETF investor? Go beyond ordinary with Global X: View all funds – Visit TermPlus to learn more – Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources – All services – Financial Planning – Invest with us – Access Show Notes – Ask a question – We love feedback! Follow us on social media – Instagram: @rask.invest – TikTok: @rask.invest 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
• Mark Ambrose on deep value investing, airplane leases and asymmetric returns 26.05.2026 38хв

  In this Australian Investors Podcast episode, Mitchell Sneddon sits down with Mark Ambrose from Global Value Fund to unpack one of the more unusual deep value trades of the COVID era: buying into airplane leases when the aviation market looked uninvestable. Mark explains why GVF was drawn to the setup. The fund was not trying to make a heroic prediction about airlines bouncing back overnight. Instead, the team focused on asymmetry, cash on the balance sheet, the behaviour of forced sellers and the gap between a panic price and a conservative base case. It is a practical look at how deep value investing works when uncertainty is extreme. Mitch and Mark walk through Amadeo Air 4 Plus, how listed aircraft leasing funds were structured, why certain A380 sales mattered so much, and how bespoke valuation work helped frame the risk. They also discuss downside protection, why edge matters more than simply sounding smart, and how shareholder engagement and later takeover interest helped unlock value over time. If you like contrarian investing, fund-manager process and real examples of asymmetric opportunities, this conversation is well worth your time. Episode resources – Speak with the Rask Advice team – Ask a question (select the Investors podcast) Show partner resources – ETF investor? Go beyond ordinary with Global X: View all funds – Visit TermPlus to learn more – Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources – All services – Financial Planning – Invest with us – Access Show Notes – Ask a question – We love feedback! Follow us on social media – Instagram: @rask.invest – TikTok: @rask.invest 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
• Budget backlash? Temple & Webster, Brambles and your investing questions 22.05.2026 1год 8хв

  In this week’s 2 Sense episode of the Australian Investors Podcast, Owen Rask and Drew Meredith unpack the messy collision of budget politics, company results and AI hype shaping markets right now. They look at the latest tax chatter, the debate over whether Australia is getting better at redistributing wealth than creating it, and why policy headlines can shift investor behaviour long before the real-world outcomes are clear. They also run through a broad batch of company updates, including Temple & Webster, Brambles, Commonwealth Bank and BHP, asking what actually matters and what is just noise during another busy stretch of reporting season. Along the way, they test the limits of tools like Claude and ChatGPT, debate whether AI can genuinely help investors think better, and explore where these tools still risk encouraging lazy decision-making or false confidence. The episode finishes with practical listener questions on investment bonds, how to invest in your 20s versus your 60s, and how to balance growth, income and simplicity when markets feel messy. If you want a grounded Australian take on the budget, ASX results, AI and the real questions investors are asking in 2026, this is a strong episode to queue next, especially if you want a clearer framework for handling uncertainty. Episode resources – Speak with the Rask Advice team – Ask a question (select the Investors podcast) Show partner resources – ETF investor? Go beyond ordinary with Global X: View all funds – Visit TermPlus to learn more – Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources – All services – Financial Planning – Invest with us – Access Show Notes – Ask a question – We love feedback! Follow us on social media – Instagram: @rask.invest – TikTok: @rask.invest 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
• Like design? Why AI makes human judgment more valuable, ft. Andrew Hogan 19.05.2026 47хв

  AI can now generate prototypes, content and product ideas at speed — but Figma’s Andrew Hogan says the real edge is still human judgment. In this episode, Owen Rask chats with Andrew about what AI is changing inside teams, why design is becoming more valuable, and how leaders are using better tools to communicate ideas with more clarity. They explore why senior designers may be worth more than ever, how non-designers are increasingly doing design work, and why businesses are taking on bigger projects because AI expands what feels possible. If you want to understand where AI is creating value, how creativity is changing, and what this means for product teams, founders and investors, this is a sharp and practical conversation. Resources for this episode ⁠Buy Gemma’s book “The Money Reset”⁠ ⁠Speak with the Rask Advice team⁠ ⁠Ask a question (select the Finance podcast)⁠ Show partner resources ⁠Join Pearler using code “RASK” for $15 of Pearler Credit⁠ ⁠Get 50% off your first two months using PocketSmith⁠ ⁠View Betashares range of funds⁠ Rask resources – ⁠All services⁠ – ⁠Financial Planning⁠ – ⁠Invest with us⁠ ⁠Access Show Notes⁠ ⁠Ask a question⁠ ⁠We love feedback!⁠ Follow us on social media: Instagram: ⁠@rask.invest⁠ TikTok: ⁠@rask.invest⁠ 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
• Is Australia doomed? Plus, CSL is close to a buy 15.05.2026 1год 4хв

  In this week’s 2 Sense, Owen and Drew tackle a bigger question than one stock or one budget line item: is Australia getting worse at creating wealth? Rask Wealth Checker: https://rask.au/wealth-checker That opens a sharp conversation about tax chatter, policy drift and why uncertainty can make it harder for founders, investors and workers to build long-term value. The episode also revisits CSL, touches on private credit noise, and asks what matters when headlines get louder than fundamentals. It is a useful reminder that great businesses can still be overhyped, and that policy settings can shape how willing people are to build, invest and take risk. The listener question is a beauty: how do you value a private business? Owen and Drew explain why valuation is part maths, part judgement. They unpack EBITDA multiples, growth, repeatability, owner dependence and why what a business is worth to you can differ from what a buyer will pay. If you want practical market commentary with a founder’s lens, this one delivers. Episode resources Speak with the Rask Advice team Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media Instagram: @rask.invest TikTok: @rask.invest 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
• Nick Sladen on why Cogstate could be one of the ASX's best healthcare stocks 12.05.2026 33хв

  In this Australian Investors Podcast episode, Mitch sits down with Nick Sladen for a deep dive into Cogstate and why it may be one of the more compelling ASX healthcare names right now. Alzheimer's and broader central nervous system diseases are becoming more important as populations age, and Nick explains why that matters for Cogstate. The company plays a small but critical role in clinical trials, helping large pharmaceutical groups run cognitive testing with higher accuracy, cleaner data and stronger regulatory confidence. With more than 20 years of accumulated testing data, Cogstate has built an edge that is hard to replicate quickly. Mitch and Nick also unpack the numbers behind the bull case. They discuss strong margins, net cash, a share buyback, dividend flexibility and why AI could improve throughput rather than undermine the business model. The conversation also goes beyond Alzheimer's into rare disease, depression, schizophrenia and sleep trials, plus the role partnerships like Medidata could play in widening the opportunity set. They finish by testing the risks, including pharma spending cycles, execution, competition and the possibility that AI changes parts of the workflow over time. If you want a practical breakdown of a high-quality small-cap healthcare business with structural tailwinds, this episode is well worth your time. Episode resources Speak with the Rask Advice team Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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
• Is Buffett's portfolio falling behind? Plus Magellan, Bluey and the May budget 08.05.2026 1год 12хв

  In this episode of 2-Sense, Owen and Drew ask a big question: is Warren Buffett falling behind in 2026, or is Berkshire Hathaway just investing on a different timetable to everyone else? They unpack Buffett’s huge Apple exposure, Berkshire’s growing cash pile and the broader debate around whether AI is changing the investing playbook or simply changing what investors are paying attention to right now. The conversation then swings back to Australia, with a close look at Magellan’s decision to outsource management of its global equities funds. Owen and Drew explore what the move says about the business, why it matters when a once-dominant fund manager changes course, and what investors should watch from here. They also dive into the May budget chatter, from capital gains tax and negative gearing to new housing incentives and the knock-on effects policy changes can have on wealth creation. There’s more on Bluey’s blockbuster economics, company news from Coles, ANZ and NAB, thoughts on Alphabet, Amazon, Meta and Microsoft, plus a practical buy, hold or sell-style discussion to round things out. Episode resources Speak with the Rask Advice team Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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
• Dimensional Fund Advisors: Bhanu Singh on Factor Investing 05.05.2026 1год 2хв

  Dimensional Fund Advisors has quietly built one of the most respected investment firms in the world on the back of Nobel Prize-winning academic research. In this episode, Mitchell Sneddon sits down with Bhanu Singh, Australian CEO of Dimensional Fund Advisors and head of the world's largest active ETF manager, to unpack the philosophy, factors and discipline behind the firm. Bhanu walks through the legendary names on Dimensional's board and advisory panel — Eugene Fama, Kenneth French, Robert Merton, Myron Scholes and Merton Miller — and explains how their work on efficient markets, the Fama-French factor model, options pricing and arbitrage shaped modern finance and indexing as we know it. The Topics: - How Dimensional translates academic research into real-world portfolios - The five factors driving expected returns: market beta, size, value, profitability and investment - Why market efficiency doesn't mean passive indexing - How Dimensional trades 95% of equities in-house using its proprietary tick database - Why 80%+ of active managers underperform their benchmarks over the long run - The truth about home bias, yield obsession and concentration risk in Australian portfolios - Why thematic ETFs are often sold, not bought - The cultural reason Dimensional has never closed a fund Resources for this episode Speak with the Rask Advice team Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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
• Help! My shares are being shorted! Plus, Tesla, Microsoft and passive income ETFs 01.05.2026 48хв

  In this episode of the Australian Investors Podcast, Owen Rask and Drew Meredith tackle a question that would spook plenty of income investors: what should you do if your shares land on the most shorted list? That opens a broader discussion about dividend traps, earnings risk and whether a big yield is actually a warning sign. The pair also dig into recent results from Tesla, Microsoft, American Express and Lululemon, and what those numbers may be saying about spending, margins, capital investment and market expectations. Topics covered - The most shorted ASX shares and dividend trap risk - Tesla, Microsoft, American Express and Lululemon results - Passive income ETF portfolios and why total return still matters - When high yield becomes a warning sign for investors - Property, CGT and shifting capital into ETFs The back half of the episode turns practical, with Owen and Drew unpacking passive income ETF portfolios, liquidity, and how investors can think about income and diversification when cash rates are no longer near zero. They also tackle the CGT trade-off many Australians face when deciding whether to keep holding property or rotate some capital into ETFs. Resources for this episode Speak with the Rask Advice team Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group Pty Ltd is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
• Inside Trump's pick to replace Jerome Powell 28.04.2026 32хв

  In May 2026, Jerome Powell's tenure as chair of the US Federal Reserve comes to an end. His replacement is Kevin Warsh — a former Fed governor and Donald Trump's hand-picked choice to lead the world's most powerful central bank. The appointment has been anything but quiet, arriving against a backdrop of sustained political pressure from the Trump administration, public attacks on Powell, and a criminal investigation into cost overruns at the Fed building. But beyond the politics, what does the leadership change actually mean for US monetary policy, for inflation, and critically, for Australian investors and retirees? To break it all down, Mitchell is joined by Kris Bernie, portfolio manager at fixed income specialist Kapstream Capital. Kris is responsible for macroeconomic research, asset allocation, and interest rate and foreign exchange trading — which means he watches the Federal Reserve more closely than most. What you'll learn in this episode - Why the Fed chair matters to Australians — from equity markets and the Aussie dollar to term deposit rates - Who Kevin Warsh is and why Trump picked him - How Warsh's inflation-focused philosophy differs from Powell's dual-mandate approach - The political pressure Warsh is likely to face — and its limits - Why he's still just one vote of twelve on the FOMC - The difficult environment he's inheriting: sticky inflation, a bloated Fed balance sheet, and stagflation risk - What happens to Australia if the US consumer runs out of steam Topics covered - Why the Fed chair matters to Australian investors and retirees - Who is Kevin Warsh, and why did Trump pick him? - How Warsh's philosophy differs from Powell's - Rules-based vs discretionary monetary policy, and what the Taylor Rule actually means - How much influence can Trump realistically exert over the Fed? - The stagflation risk: tariffs, oil prices, and second-round inflation effects - The US consumer: how tapped out are they, really? - Australia's idiosyncratic inflation problem and the RBA outlook - How Kapstream is positioning across credit spread duration and rates duration - Can AI productivity gains actually move the dial on inflation? - Kapstream's listed ASX products, including XCAP Episode Resources Kapstream Website Speak with the Rask Advice team Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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 KAPTREAM DISCLAIMER: This is general information only and does not take into account your personal objectives, financial situation or needs. Before acting on the information, consider its appropriateness to your circumstances and read the Product Disclosure Statement (PDS) and target market determination (TMD) on our website. Fidante Partners Limited ABN 94 002 835 592 AFSL 234668 is the responsible entity and issuer of interests in the Kapstream Absolute Return Income Fund and the Kapstream Absolute Return Income Active ETF. Learn more about your ad choices. Visit megaphone.fm/adchoices
• Would Warren Buffett succeed in Australia? Plus the best ASX sectors for the next decade 24.04.2026 58хв

  In this 2 Sense episode of the Australian Investors Podcast, Owen Rask and Drew Meredith move from practical investing questions to the bigger forces shaping portfolios right now. They settle the active ETF vs managed fund debate, run through the latest from Intel, Netflix and JP Morgan, pick the sectors they reckon will shine over the next decade — and ask the big one: could Warren Buffett have pulled it off if he'd grown up in Australia? Topics covered Active ETFs vs managed funds Intel, Netflix and JP Morgan Budget tax chatter and policy risk The best ASX sectors for the next 10 years Would Buffett have succeeded in Australia? Resources for this episode Speak with the Rask Advice team Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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
• Inside a $350bn super fund: How your money is really invested 21.04.2026 55хв

  This episode was originally featured on The Australian Finance Podcast. In this Australian Investors Podcast episode, your host Owen Rask is joined by Brian Parker, Chief Economist of Australian Retirement Trust (ART), to discuss how ART thinks about runway, portfolio construction, private markets and when volatility becomes opportunity. They cover: - What a chief economist actually does and how ART turns research into portfolio action. - How “super money” is different: time horizon, tax wrapper and the power of compounding. - Geopolitics, inflation and how ART assesses signals in a multipolar world. - AI — threat vs opportunity, productivity wins, and policy implications for workers. - Why private assets and inflation-linked income matter in portfolio construction. - What does a Chief Economist do? - How super funds invest differently (decades, not months) - Why market volatility = opportunity - The impact of geopolitics (Ukraine, Middle East, trade tensions) - Inflation vs deflation: what’s really happening - How AI could reshape the global economy - Why diversification is the “only free lunch” - The role of private assets (infrastructure, property, private equity) - Why super funds can access investments you can’t - Real returns: why inflation matters for your future - How to think long-term about your super Resources for this episode Learn more about Australian Retirement Trust ⁠here Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Speak with the Rask Advice team Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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
• 4 of ASX 200's worst stocks 17.04.2026 59хв

  In this episode of Australian Investors Podcast, Drew Meredith and Owen Raszkiewicz name four of the worst ASX 200 stocks from the past five years, Zip Co (ASX: ZIP), Nuix (ASX: NXL), Dubber (ASX: DUB) and EML Payments (ASX: EML), and explain the warning signs investors should have spotted earlier. They also unpack the Nasdaq's 11-session winning streak, Betashares ATEC inflows, the Magellan and Barrenjoey merger, and listener questions on David Gardner, flop stocks and the long-term impact of Australia's ageing population on super. Watch on YouTube AFR: Magellan’s merger with Barrenjoey Australian Investors Podcast on Rask Media Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more DISCLAIMERThis podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group Pty Ltd is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
• Why the falling US dollar is igniting a massive emerging market supercycle 14.04.2026 41хв

  2025 was a record-breaking year for Emerging Markets, seeing the largest capital inflows in over a decade. But is this a short-term flight from the US dollar, or the beginning of a structural "EM Supercycle"? In this episode, we sit down with Malcolm Dorson (Senior PM & Head of EM Strategy) and Billy Leung (Equity Research Analyst) from Global X to dissect the two engines of global growth: India and China. We explore why the "uninvestable" tag is fading from China, how India is carving a unique path through its landmark 2026 Free Trade Agreement with Europe, and why a 1% drop in the US dollar could be the most important signal for your portfolio. In this episode we cover: The Great EM Rotation The "February Surge": Breaking down why we just saw the largest inflows into EM in 11 years. Is it "choice" or a "flight from the US"? Early Innings: Exploring Global X’s thesis on whether we are at the start of a multi-year Emerging Market cycle. The 3.1% Rule: The Dollar & EM The Inverse Relationship: Understanding the mechanics of why EM equities historically rise 3.1% for every 1% drop in the US dollar. Currency Risk: How to manage FX volatility when investing in volatile regions. China: From "Uninvestable" to Rebirth The Sentiment Shift: Looking back at the regulatory hurdles of previous years and what has changed to bring institutional capital back to Beijing. AI & Tech: How China’s push for "tech self-reliance" and the rise of local LLMs (like the DeepSeek breakthrough in early 2026) are changing the narrative. India: The World’s New Growth Engine The India-EU FTA: The implications of the "Mother of All Deals" signed in January 2026 and how it positions India as the premier "China Plus One" beneficiary. Demographics vs. Policy: Is India simply where China was 20 years ago, or is the "market-friendly" democratic framework a fundamentally different catalyst? The AI Arms Race - Tailwinds vs. Headwinds: Does India’s services-heavy economy have a natural advantage in AI implementation, or does China’s manufacturing scale give it the edge in hardware? Portfolio Construction & Strategy - Active vs. Passive: Why broad index tracking might be dangerous in EMs and where to apply "quality" filters. - The $100k Challenge: A hypothetical breakdown of how to allocate $100,000 across the EM landscape today. Resources for this episode Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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
• Owen Rask’s most overrated ASX share (and the 1 stock he’d own for 20 years) 10.04.2026 47хв

  In this Australian Investors Podcast episode, your hosts Owen Raszkiewicz and Drew Meredith discuss why Owen's most overrated ASX share is CSL Limited (ASX: CSL) and reveal the names of the 1 stock they would own for 20 years. - Owen's most overrated stock: why CSL no longer deserves a super rich valuation on the ASX.-NextDC's $1b hybrid deal: The massive capital raise with Canada's La Caisse and what it means for the data centre giant (ASX: NXT). - Guzman y Gomez (ASX: GYG) rockets: Breaking down the fast food chain's 18.6% surge following a strong Q3 update. - Private credit risks: Lessons from the failure of Infinity Pharmacy and what it means for Wesfarmers and Priceline. - Macro updates: The Iran situation, Strait of Hormuz, and NASA heading back to the moon. Listener Q&A: - Investing without researching (the PDS trap). - A beginner's crash course on 'points' and 'bips' (basis points). -The crazy uncle hypothetical: Where to invest a $250k inheritance in a single ASX stock. -Addressing the Magellan Financial Group Ltd (ASX: MFG) and Barrenjoey deal concerns. Resources: - Rask Financial Planning - Get Owen to invest for you - Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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
• A 1000% winner in 3 years, what’s driving Powell Industries’ surge 07.04.2026 57хв

  How does a "boring" electrical engineering firm from Texas become one of the best-performing stocks on the NASDAQ? In this episode, we sit down with Tobias Bucks from Ausbil to dissect Powell Industries (NASDAQ: POWL). While the stock's recent vertical climb has caught the market's attention, the reality is that Powell is an overnight success story 79 years in the making. Beyond the stock pitch, Tobias opens up his investment playbook, sharing how his background in anthropology shapes the way he asks questions, uncovers "unrecognised growth," and identifies workplace cultures that the market has failed to imagine. In This Episode, You’ll Learn: The art of the question Tobias explains why "markets are efficient but have no imagination." We start with his unique process for analysing companies, a process Tobias and his co-portfolio manager Simon Wood have honed over decades. – A question about questions: How an academic background in human behavior helps in vetting management culture and asking better questions. – The filter: The specific set of questions Tobias and his team use to find "unrecognised growth." – Beyond the spreadsheet: Why the most important data points often aren't found in a terminal, but in the gap between a company's narrative and its execution. Powell Industries: The 79-Year evolution We trace the history of Powell, founded in 1947, and how its deeply-ingrained culture survived decades of family leadership to meet the modern moment. – The Product: From custom switchgear to complex integrated power solutions. – The Pivot: How their customer base shifted from a heavy reliance on the Texas oil and gas cycle to becoming a mission-critical provider for data centers and the electrical grid. – The Order Book: Why customers are now "falling over themselves" for Powell’s products and what that means for future earnings. The investment case: Growth the market missed Tobias walks us through the lifecycle of the investment: – The Ideation: When did Powell first hit the Ausbil radar, and what were the "must-answer" questions before building a position? – Testing the Narrative: Is Powell just an "AI spend" beneficiary, or is this a structural shift in global infrastructure? – Managing Risk: Discussing the cyclical nature of their industry and how to know when it’s time to exit. – The "Watchlist" Strategy: Under what conditions would Tobias sell out and then re-enter a position? Resources for this episode Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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
• The biggest risk to SMSFs, and Xero turns to AI 03.04.2026 58хв

  In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith are back for 2 Sense. Invest with Owen: https://bit.ly/R-invest Rask financial planning: https://bit.ly/R-plan TOPICS COVERED: – Buying falling stocks vs chasing winners – Designing the perfect ASX ETF – Xero’s AI deal with Anthropic and what it means – CSL, inflation risks, and market concentration concerns Listener Questions Answered 🧾 Investment bonds for kids (The Frugal Farmer) 🏠 SMSF + property advice (Deer in the Headlights) 💰 LICs vs ETFs (AFICionado) Resources for This Episode Learn more about portfolio strategy & investing: – https://www.rask.com.au/rask-invest – https://www.rask.com.au/education – https://www.rask.com.au/investing-guides ~~ Rask Resources ~~ Explore all Rask services – https://bit.ly/R-services Get Financial Planning – https://bit.ly/R-plan Start investing with Rask – https://bit.ly/R-invest Access Show Notes – https://bit.ly/R-notes Ask a question – just select the Investors Podcast – https://bit.ly/R-quest Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices
• Billy Leung's $100,000 ETF portfolio 31.03.2026 38хв

  Owen Rask and Billy Leung from Global X throw down the challenge to build two themed $100,000 ETF portfolios — one focused on AI infrastructure and the other on value investing — discussing long-term strategy, mistakes, lessons and the future of markets. In this Australian Investors Podcast episode, your hosts discuss:– The one investment Billy held the longest (and what it taught him)– The most expensive mistake we’ve made as investors– Two $100,000 themed ETF portfolios with a 5-year total return goal– AI infrastructure vs value investing — which wins? If you love learning about ETFs, long-term strategy and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Resources for this episode Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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
• Oil butterfly effect hits plumbing, ghost resorts & the SpaceX hype train 27.03.2026 1год 1хв

  In this week’s 2 Sense episode, Owen and Mitchell lean into the chaos of the current market. From the geopolitical ripples of the Iran conflict to the surprisingly high cost of plastic piping, they trace the butterfly effect of oil through the ASX. Plus, Owen returns from Vietnam with some eerie travel tales, and the team checks in on the ever-evolving saga of Richard White and WiseTech. Topics covered – The Global Oil Squeeze: With the war in Iran showing no signs of de-escalating, they unpack the unintended consequences. It is not just at the bowser — they look at Reece Ltd (ASX: REH) and how the rising cost of oil-derived materials is forcing a price hike on PVC piping. – EV smugness: While the rest of the country groans at $2.50+ fuel prices, Owen takes a literal victory lap in his Tesla. – SpaceX IPO and to the moon: A rare glimmer of optimism. They discuss what SpaceX actually does, how it makes money, and why its listing could provide investors with the world’s most unique monopoly. – The Falling Knife ETF: The crusade continues. They are still trying to get Drew’s Falling Knife ETF into production, and Marc Jocum from Global X takes them through what needs to happen to get it made. – WiseTech and the $40 floor: Richard White is back in the headlines. With WiseTech (ASX: WTC) shares dipping below the $40 mark, they ask the hard question: will shareholders remain loyal to the founder now that the capital gains have evaporated? – Postcards from Vietnam: Owen shares his recent trip to Vietnam and his observations of the ghost resorts. – Listener questions: Keep them coming! Resources for this episode Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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