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 www.raskfinance.com.

As a reminder, everything on www.raskfinance.com is free.
And our paid, members-only service can be accessed at invest.raskfinance.com

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.
31 Episodes
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Jacob Mitchell is the Founder of Antipodes Partners in Sydney. I first met Jacob many years ago, not long after he left his prominent role as Deputy Chief Investment Officer at Platinum.PODCAST SPONSOR: Rask Invest -- Owen's guide to investing in stocks, ETFs and more: https://invest.raskfinance.com/join-rask-invest/FULL SHOW NOTES: https://www.raskfinance.com/jacob-mitchell-australian-investors-podcast/DISCLAIMER: This podcast contains general information only and is not personal financial advice. Please note the information does NOT take into account your needs, goals or objectives. So please consult a licensed and trusted financial adviser before acting on any information.
Stephen Arnold is the Founder and Chief Investment Officer of Aoris Investment Management and he joined Owen Raszkiewicz on The Australian Investors Podcast.Aoris a Sydney-based global investment firm which owns a very concentrated portfolio of wide-moat or competitively advantaged companies.FULL SHOW NOTES: https://www.raskfinance.com/aoris-stephen-arnold-the-australian-investors-podcast/Owen on Twitter: https://twitter.com/@owenrask
Viceroy Research analyst Gabe Bernarde joins Owen Raszkiewicz for an episode of The Australian Investors Podcast to talk about their short reports, how they find companies, Steinhoff International, MiMedx and more.FULL SHOW NOTES: https://www.raskfinance.com/viceroy-researchs-gabe-bernarde-australian-investors-podcast/FULL VIDEO VERSION: https://youtu.be/TC_PI6W2oasFor years, Viceroy Research remained anonymous despite scores of financial journalists, hedge fund managers, analysts and company executives trying to discover their true identity.Gabe is one of the group’s formerly anonymous investment analysts, working alongside Aidan and Fraser, to uncover shares of companies which are suitable for short selling.In this enlightening discussion Gabe describes Viceroy’s investment and research processes in detail, how Viceroy was unmasked and the accounting tricks and traps that make for some of the best short selling targets. We trust you’ll enjoy this conversation with Gabe Bernarde of Viceroy Research.
#28 - Angie Ellis - 8020

#28 - Angie Ellis - 8020

2019-07-1500:52:21

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: https://www.raskfinance.com/angie-ellis-australian-investors-podcast/Angie’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

2019-06-0301:00:38

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: https://www.raskfinance.com/claude-wa...Owen on Twitter: https://twitter.com/OwenRask***Love FREE education and investment analysis?Visit us at www.raskfinance.com or www.raskmedia.com.au! ***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: youtu.be/lbFrF_6-PPoSHOW NOTES: www.raskfinance.com/pete-wargent-au…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 www.raskfinance.com or www.raskmedia.com.au!***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 www.raskmedia.com.au/fsg
#21 - Joe Magyer - Compound

#21 - Joe Magyer - Compound

2019-03-1301:00:39

Joe Magyer, CFA of Lakehouse Capital, joins Owen for a very special episode of The Australian Investors Podcast.FULL SHOW NOTES: https://www.raskfinance.com/australian-investors-podcast-with-lakehouse-capitals-joe-magyer/Joe 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: https://www.raskfinance.com/australian-investors-podcast-foragers-steve-johnson-integrity/Steve 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.
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