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Australian Investors Podcast

Australian Investors Podcast

Author: The Rask Group

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Hosted by Owen Raszkiewicz, founder of The Rask Group, The Australian Investors Podcast is a series exploring the investment philosophies and journeys of Australia's leading investors and thinkers. Learn from the best of the best.

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63 Episodes
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On this Australian Investors Podcast episode, financial adviser Drew Meredith, CFP and investment analyst Owen Raszkiewicz, from Rask Australia, walk through how to build investment portfolios, ways to analyse fund managers and the Australian financial advice industry.SHOW NOTES: http://bit.ly/Australian-Investors-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
Lindsay Partridge joins Owen Raszkiewicz on The Australian Investors Podcast to talk investing, capital allocation, leadership versus management, culture and more. Lindsay is one of Australia's longest-serving public company CEOs, an AO recipient, Ceramics Engineer and country boy at heart.SHOW NOTES: http://bit.ly/Australian-Investors-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
In this week's Australian Investors Podcast, we're talking Catapult Group International Ltd (ASX: CAT). Andrew Page is a private investor and the founder of Strawman.com, Australia's premier investment platform for private investors to share their ASX share research and insights on companies.Andrew joins Owen Raszkiewicz on this week's episode of The Australian Investors Podcast to talk about Strawman and sporting software technology company Catapult Group International Ltd.Please enjoy this episode of The Australian Investors Podcast with Andrew Page, private investor.*This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality.SHOW NOTES: http://bit.ly/Australian-Investors-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
The Australian Investors Podcast is about to get lots better. Better episodes. Bigger (and smaller) guests. More often.You'll get weekly updates, transcripts (coming soon) and my full investor workbook for every interview episode.In the next few weeks, you will be able to learn to invest better with me. Going forward, all of the episode Workbooks (incl. the books, resources and material I used to research guests/topics) will be available inside your free Rask Australia account: Click here to get your free account.Or paste this URL into your browser: www.rask.com.au/free-sign-up
In this week's Australian Investors Podcast, we're talking Pointerra Ltd (ASX: 3DP). Andrew Page is a private investor and the founder of Strawman.com, Australia's premier investment platform for private investors to share their ASX share research and insights on companies.Andrew joins Owen Raszkiewicz on The Australian Investors Podcast to talk about Strawman and the small technology company lots of private investors are talking about: Pointerra.*This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality.SHOW NOTES: http://bit.ly/Australian-Investors-Podcast |Watch the video version: https://bit.ly/Rask-YouTube |Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
Stephen Moriarty is a private investor, podcast host, author, wealth coach and former political adviser. He also has an incredible wealth of knowledge of economic theory and policy, which is why he was the ideal guest for covering an emerging but important topic called Modern Monetary Theory or MMT.*This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality.SHOW NOTES: http://bit.ly/Stephen-Moriarty-Pod |Watch the video version: https://bit.ly/Rask-YouTube |Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
On this episode: Chris Judd is a former professional AFL football player turned private investor and podcast host.In this episode of The Australian Investors Podcast, Owen Raszkiewicz talks to Chris about:His early days, lessons learned and buying his first stock at age 16How and why he continued to invest while competing in the AFL at the highest levelThe transition to becoming a full-time private investor post his sporting careerRisk versus volatility, why volatility shouldn't matter to a private investorHow Chris constructs his all weather portfolio using the simple principles and the ideas of a soccer team (high growth companies as strikers/forwards, defenders include gold mining companies and currency trades)Modern Monetary Theory (MMT) and the case for inflation, deflation and everything in betweenSHOW NOTES: http://bit.ly/ChrisJudd-Pod |Watch the video version: https://bit.ly/Rask-YouTube |Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
Stephen Arnold of Aoris Asset Management joins Owen Rask for a Stock Pitch episode on The Australian Investors Podcast. In this episode, Stephen talks through his thesis on Jack Henry & Associates Inc (NASDAQ: JHKY), the global IT consulting business.SHOW NOTES: https://bit.ly/Jack-Henry |Watch the video version: https://bit.ly/Rask-YouTube |Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
Cameron Brownjohn is the CEO of Federation Asset Management, a private equity investment company focused on three primary buckets, including sustainable infrastructure & renewable energy, real estate for the healthcare, social and education sectors, and growth-style private companies.The conversation goes to places we haven't covered before, so Cameron uses many examples and anecdotes. I hope you enjoy this conversation with Cameron Brownjohn, CEO of Federation Asset Management.SHOW NOTES: http://bit.ly/CameronBrownjohn- |Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
Aoris Asset Management's Stephen Arnold, CFA, joins Owen for a Stock Pitch episode on The Australian Investors Podcast. In this episode, Stephen talks through his thesis on Accenture Plc (NYSE: ACN), the global IT consulting business.SHOW NOTES: https://bit.ly/Stock-Pitch-Accenture |Watch the video version: https://bit.ly/Rask-YouTube |Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
Michael Goldberg is the Founder & Portfolio Manager of the Collins St Value Fund, a funds management company based in Melbourne.Michael’s history as an investor and adviser culminated with the launch of their own fund in 2015. His style of investing can be characterised as high conviction and contrarian, meaning he and Vas back themselves into ideas that others would find uncomfortable. Michael prides himself on his team’s boots on the ground due diligence which, as we explore in the podcast, can result in more than a few interesting stories.Michael’s entrepreneurial tendencies and business savviness began long before he became a professional investor. For example, Michael started his own disruptive cleaning business in Israel after seeing an opportunity whilst he pursued his studies.This episode is rich with lessons for life, investing, the research process, money and business. I’ll listen back to this one a few times. I hope you enjoy it.SHOW NOTES: https://bit.ly/Michael-Goldberg |Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.c
In this episode of The Australian Investors Podcast Owen talks with Per Amundsen of ThinkTank Commercial Property Finance. ThinkTank provides investors exposure to commercial property debt, by extending credit to borrowers such as business owners, SMSFs and development companies.This is a unique episode in the series thus far because it's a new asset class for the series, the company Per helped build is one of just a few in Australia and it serves both sides of the ledger.In this episode Owen and Per discuss:Per's journey from Canada to Australian bankingHow and why commercial property debt is receiving a lot of investor interestHow funds like ThinkTank provide exposure to investors at different parts of the capital stackThe risks involved in commercial debt investingCOVID-19's impact on commercial and residential property, as well as retail-specific sectors; andThe opportunity in industrial propertySHOW NOTES: https://bit.ly/Per-Amundsen |Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |PLEASE NOTE: This episode was recorded remotely, we apologize for any inconvenience with the audio quality.The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
This is a special episode of The Australian Investors Podcast. In it, Owen shares an exclusive CEO interview with Ralph Highnam from Volpara Health Technologies Ltd (ASX: VHT), one of the 10 companies chosen for our Rask Rockets 2020 program.Click here to get the free report and register: https://bit.ly/rockets20podImportant Disclaimer: The information in this podcast series contains general financial information/advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
This episode of The Australian Investors Podcast features Robert Millner, the Chairman, director and major investor in Washington H. Soul Pattinson and Brickworks amongst many other great Australian companies.This is one of my favourite conversations ever recorded for The Australian Investors Podcast because it is filled with simple, actionable insights everyone can pick up and apply to their investment process. Owen and Robert talk about:The story behind Soul Patts & its investment processHow to find great managers and visionary leadersIntergenerational wealth creation and the family secrets to building a 100-year-old companyWhy dividends are crucial to Millner's investment processRob's favourite booksThe money and investing advice Rob would give to himselfWe believe this is probably the most important investing podcast episodes in Australia. If you're serious about investing and making money for your kids. And their kids. This is a must-listen.SHOW NOTES: https://bit.ly/Robert-Millner |Take Owen’s free investing courses & hear first about podcasts and promotions: https://bit.ly/master-investing |PLEASE NOTE: This episode was recorded remotely, we apologize for any inconvenience with the audio quality.The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
On this episode of The Australian Investors Podcast, Owen speaks with Henrik Andersson, the Founder and Chief Investment Officer of Apollo Capital, a specialist crypto assets fund based in Melbourne.Crypto assets, digital currencies and blockchain technologies can be easily misunderstood in the investments community and society more broadly. In addition to sharing his story, Hendrik takes us on a journey to:Discover more about crypto assetsThe basics of open-source software and Bitcoin's (BTC) foundationHow to understand the blockchainDecentralised finance and other use-cases of blockchain systemsPortfolio construction with cryptoValuations of crypto assets versus gold, andSome of the more novel applications we're likely to see in the sectorIf you believe in a world where 'trustless' systems, distributed ledgers and digital currencies will play an increasing role in our lives, this is the episode for you. It's also a great primer on crypto assets for financial advisers, investors and people new to cryptography.SHOW NOTES: https://bit.ly/Henrik-ShowNotes |Take Owen’s free investing courses & hear first about podcasts and promotions: https://bit.ly/master-investing |The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
Lawrence Lam is the Founder and Chief Investment Officer of Lumenary Investment Management, a boutique funds management business that invests solely in founder-run companies. Despite launching his fund in 2017 Lawrence has kept a very low profile, so I’m very glad I got this opportunity to speak with him.Lawrence is one of the brightest young thinkers I’ve come across. He is at ease blending mathematics, actuarial science, law, technology and investing into a concise thought and process. In this video and audio episode, Lawrence and I talk about his experience living with an entrepreneurial father, investment banking, inequality, valuation, turnarounds and, of course, the founder’s spirit. This is an episode I’ll listen to again, at least a few times.All show notes & resources: https://bit.ly/Lawrence-LamThe information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
In this episode of The Australian Investors Podcast I’m joined again by Emanuel Datt, of Datt Capital. In this episode we talk about portfolio construction, the benefits of unlisted debt, assessing management teams and a mining development company called Adriatic Metals. I hope you enjoy this discussion with Emanuel from Datt Capital.All show notes & resources: https://bit.ly/datt-show-notesThe information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
Steve Johnson, CFA, the Founder and Chief Investment Officer of Forager Funds joins Owen Raszkiewicz for a discussion about markets, sectors & opportunities in the wake of COVID-19, how investors have got the stock market rally wrong, the psychology of investing through a crisis and value investing generally.Of course, Steve also shares a few stock stories and opportunities/additions across the Forager Australian Shares Fund and Forager International Shares Fund, including:- Wizz Air Holdings (LON: WIZZ)- Tourism Holdings Limited (NZX: THL)- Uber Technologies (NASDAQ: UBER)All show notes & resources: https://bit.ly/2BtPNZ2The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
This episode of The Australian Investors Podcast features Tom Millner and Will Culbert from Contact Asset Management. Contact AM is the investment manager behind the BKI listed investment company, WHSP Large Cap portfolio, and an ex-50 fund.Will and Tom joined me via video link from their Sydney office, with a photo of the Contact racing horse behind them.Tom and Will share the story of their early life, lessons learned working for their family businesses, permanent capital and funds management, investing for dividends and the importance of a long-term focus. I hope you enjoy this episode of the Australian Investors Podcast.All show notes & resources: https://bit.ly/2T5qHpgThe information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
Emanuel Datt from Datt Capital joins Owen Raszkiewicz for round two of three on The Australian Investors Podcast and this time, Emanuel shares one of the tiny small-cap ASX share ideas with us. Owen and Emanuel first reflect on the current volatility and how Emanuel and Datt has fared through it. Then Emanuel goes back to first principles, walks us through the process for uncovering growth companies like Afterpay Ltd(ASX: APT) and a new company in Datt Capital’s fund.All show notes & resources: https://bit.ly/2L7bO1tThe information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
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Comments (2)

M Ps

great episode. very informative. didn't really understand M&A before this.

Aug 30th
Reply

Rob Johnston

love the channel, great work keep it up

Apr 9th
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