DiscoverAustralian Investors Podcast | Rask Group
Australian Investors Podcast | Rask Group

Australian Investors Podcast | Rask Group

Author: The Rask Group

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Welcome to Rask Finance's The Australian Investors Podcast!

At The Rask Group, we provide the world with the financial information it needs to be informed, confident and empowered.

The Australian Investors Podcast is a series exploring the investment philosophies and journeys of some of Australia's leading investors and financial thinkers. Hosted by Owen Raszkiewicz, founder of The Rask Group, you can access full show notes and other episodes in this series, as well as free educational resources, on our website

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General advice/information warning: The Australian Investors Podcast is provided for educational purposes only and may contain general financial advice. This information and advice should not be relied upon to make an investment, financial or taxation decision. The information included in this podcast does not take in account your needs or objectives, and guests appearing on the show may have a financial interest in some of the products mentioned. Please refer to the financial services guide on the Rask Finance website.
28 Episodes
#28 - Angie Ellis - 8020

#28 - Angie Ellis - 8020


Angie Ellis is a private investor from Melbourne. You may know her as 8020 Invest on social media or you may have read about her as part of Fairfax Media’s Shares Race, which she has won a few times.*** FULL SHOW NOTES:’s approach to investing is refreshing and logical and fuses together both fundamental and technical investing techniques to build two sub-portfolios. We go through her process in detail and talk about her former life as a business owner, installing MYOB accounting software and running a small-to-medium business.I think this episode is an especially good one for part-time and DIY investors who are willing to do the extra work to get an informational or behavioural edge over others in the market. Angie’s tools, techniques and strategies seem simple enough but there are some subtleties, so it’s worth paying close attention.I hope you enjoy this episode with Angie Ellis of 8020 Invest.
#24 - Vimal Gor

#24 - Vimal Gor


Vimal Gor is the Head of Bond, Income and Defensive Strategies at Pendal Group, formerly known as BT Asset Management. Vimal is the first bond-focused investor to be profiled for The Australian Investors Podcast and I think you’ll agree he is very intelligent and articulate, delivering complex ideas in a very concise and thoughtful manner.At the time we recorded this episode, Vimal oversaw the management of around $22 billion with his principal focus being the protection of wealth. As always, we talk about Vimal’s early life and career, lessons learned, why he was drawn to bond markets, his role today, how his team identify opportunities and the outlook for multiple assets classes in Australia and globally.I trust you’ll enjoy this conversation with Vimal Gor of Pendal Group.FULL SHOW NOTES & VIDEOALL EPISODES
Claude Walker of Ethical Equities joins Owen Rask on The Australian Investors Podcast. Claude Walker is a former analyst and investment adviser for The Motley Fool Australia and is an ASX small-cap specialist who makes a conscious effort to invest ethically.FULL SHOW NOTES: on Twitter:***Love FREE education and investment analysis?Visit us at or! ***GENERAL ADVICE DISCLAIMERThis video contains general information only. That means the information does not take into account your objectives, financial situation or needs. Therefore, you should consider if the information is appropriate to you and your needs, before acting on it. It's always a good idea to read the product disclosure statement (PDS) of the financial product before making a decision to buy or acquire it. One last thing: past performance is not a reliable indicator of future performance.
Hear Australian property expert Pete Wargent on The Australian Investors Podcast.VIDEO INTERVIEW: NOTES:…estors-podcast/In the podcast, Pete and Owen talk:- Australian property prices- Pete's journey as an accountant- His goal of 10 properties in 10 years and $3 million of wealth- Financial independence by 33***Love FREE education and investment analysis?Visit us at or!***GENERAL ADVICE DISCLAIMERThis video contains general information only. That means the information does not take into account your objectives, financial situation or needs. Therefore, you should consider if the information is appropriate to you and your needs, before acting on it. It's always a good idea to read the product disclosure statement (PDS) of the financial product before making a decision to buy or acquire it. One last thing: past performance is not a reliable indicator of future performance.The Rask Group Pty Ltd (ACN: 622 810 995) is a Corporate Authorised Representative (No. 1264179) of Strawman Pty Ltd (AFSL: 501 223). Please read our financial services guide at
#21 - Joe Magyer - Compound

#21 - Joe Magyer - Compound


Joe Magyer, CFA of Lakehouse Capital, joins Owen for a very special episode of The Australian Investors Podcast.FULL SHOW NOTES: Magyer is the Chief Investment Officer of Lakehouse Capital. Lakehouse is part of The Motley Fool Australia, which is where I met Joe many years ago. To my mind, Joe is at the cutting edge of what it means to be a value investor in modern times.In this conversation, Joe describes his three fascinations in great detail, how he structures his team, valuation and loads more, including his favourite coffee spots in and around Melbourne and Sydney.Please enjoy this episode of The Australian Investors Podcast.
SHOW NOTES: Johnson, CFA, is the Founder and Chief Investment Officer at Forager Funds.Steve is one of the most respected value investors in Australia. A country boy at heart, Steve’s investing journey started with the ASX sharemarket game and a shared passion for investing with his friend Greg Hoffman.Steve worked at what became UBS, and after graduating university he headed to Macquarie. In the early 2000s, he teamed up to buy the Intelligent Investor, which was later separated from Forager.In this conversation, we discuss Steve’s investment process, including actively seeking out sectors or markets in distress, competitive advantages and tools for improving your returns.I had never met Steve prior to this chat, but my impression of him was that he is a humble and intellectually honest investor with bucketloads of integrity. I stand by that.Though Steve might say much of his success was due to luck, there is an obvious connection between his successes and, I think, him being a smart, honest and likeable person.To start, here’s Steve talking about his passion for running marathons.
Mary Manning is Portfolio Manager for Ellerston Capital’s Asian and Indian funds.Mary grew up in Calgary, Canada, but early on she knew she needed to get to New York to pursue her career in finance and investment banking. Driven to succeed, she completed her Commerce degree and got a job at what would become Citi investment bank. From there, she experienced the Asian crisis then relocated to Moscow to experience the Russian Crisis. Over the years, Mary has worked across the world, while completing her MBA at Harvard and a PhD in Economics in Sydney. She’s worked for Howard Marks at Oaktree and George Soros at Soros Funds Management, among others. Today, Mary is at the forefront of Asian markets and leads a team of analysts to find the fastest growing companies in Asia. Mary takes us through her process, misconceptions about China and emerging markets, the Indian opportunity and loads more. Please enjoy this conversation with Mary Manning of Ellerston Capital.
Sebastian Evans is the Managing Director and Chief Investment Officer of NAOS asset management. Sebastian spends most of his time sifting through the smallest companies on the stock market and, when he finds the right opportunity, is willing to take a very big stake and hold the shares for many years.Sebastian takes us through what he looks for in businesses and management teams, the benefits of running listed investment companies, tricks and traps for small company investing, his favourite podcasts, and we talk about passive investing in small caps. My favourite story is him asking friends and family for some help to buy NAOS, a decision which set him on a path to becoming one of Australia’s most respected small company investors.Sebastian doesn’t like the spotlight much, so I was thrilled he decided to join me for this chat. Considering he is in his early 30's, I was impressed with his level of insight, but also his transparency and humility.I think you’ll enjoy this conversation with Sebastian Evans of NAOS.
Jonny Wilkinson is the Co-Founder of Equitise, a crowdsourcing platform which allows small investors to buy into small and large private companies. Traditionally, the pre-IPO industry has been reserved for established venture capital funds, sophisticated investors and fund managers. Equitise opens up this market to investors of all sizes and takes a small cut of the amount raised on its platform.For many reasons, investing in small private companies is at the highly risky end of the equity market, so keep that in mind. However, while savvy small company investors often achieve a hit rate of less than 40%, they can unearth one or two companies with significant long-term potential.Throughout this conversation, Jonny tells how he got involved in finance, the genesis of the Australian and Kiwi crowdsourcing industry, how beer and an idea with a mate led to him quitting his job and starting a business within two months and why crowdsourcing could have a big future ahead.I hope you enjoy this conversation with Jonny Wilkinson, Co-Founder of Equitise.
Chris Brycki is the founder of Stockspot, Australia’s largest robo investment adviser. Chris is a very intelligent, evidence-based investor. He’s a big advocate for investing via index funds and ETFs, and keeping costs low inside and outside of Super.Chris is a member of the Cancer Council’s investment committee and ASIC’s board for digital innovation.I could have chatted to Chris for hours because I really enjoyed his candour and insights about portfolio management. I think every investor, beginner to advanced, should consider his insights in developing robust portfolio management strategies of their own.To begin, Chris and I discuss a tense investing conversation he had live on television.
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