DiscoverAustralian Investors Podcast
Australian Investors Podcast

Australian Investors Podcast

Author: The Rask Group

Subscribed: 939Played: 14,154
Share

Description

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.

Rask Subscriptions: https://bit.ly/raskresearch

SHOW NOTES: https://bit.ly/AIP-notes
53 Episodes
Reverse
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 banking • How and why commercial property debt is receiving a lot of investor interest • How funds like ThinkTank provide exposure to investors at different parts of the capital stack • The risks involved in commercial debt investing • COVID-19's impact on commercial and residential property, as well as retail-specific sectors; and • The opportunity in industrial property SHOW 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/rockets20pod Important 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 process • How to find great managers and visionary leaders • Intergenerational wealth creation and the family secrets to building a 100-year-old company • Why dividends are crucial to Millner's investment process • Rob's favourite books • The 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 assets • The basics of open-source software and Bitcoin's (BTC) foundation • How to understand the blockchain • Decentralised finance and other use-cases of blockchain systems • Portfolio construction with crypto • Valuations of crypto assets versus gold, and • Some 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-Lam 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 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-notes 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.
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/2BtPNZ2 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 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/2T5qHpg 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.
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/2L7bO1t 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.
With everything that's gone on in markets in 2020, we figured it would be a good change of tact to spend a week focused on property markets, including what we know so far and what comes next. Economist, investor and author Pete Wargent joins Owen for this episode to talk about the implications for renters, landlords, owners and investors. This is a unique episode because Pete shares some of his data and analysis with us via video. You don't need to watch the video version of this podcast but if you want to see what Pete and Owen are talking about and the charts he is using, you'll find the YouTube link in your podcast player. All show notes are also available, including links to Pete and Stephen's new book below. We hope you enjoy this episode of The Australian Investors Podcast. All show notes & resources: https://bit.ly/2Wxz1Pz | 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 episode of the Australian Investors Podcast features Mark Tobin, founder of Coffee Microcaps. Many of you may know Mark from his coverage of small and micro-cap stocks, or his conferences in Sydney. Mark is an analyst with an interesting backstory. For about the next 30-40 minutes Owen and Mark talk about volatility and the opportunity in small caps, including what we've seen is far in 2020 and how Mark is trying to shed more light on the smallest end of the market. PLEASE NOTE: This episode was recorded online between Melbourne and South Africa. We apologize for any inconvenience with the audio quality. Mark's website: https://www.coffeemicrocaps.com/?utm_source=RASK-AUSTRALIA Show notes & resources: https://www.rask.com.au/stock-pitch-mark-tobin/?utm_source=AIP 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 Stock Pick episode of The Australian Investors Podcast I chat with Matt Joass, CFA, Chief Investment Officer at Maven Funds Management. Matt provides his take on the COVID-19 recovery and why it could come quicker than many investors expect here in Australia. Matt also provides an overview of Pushpay (ASX:PPH) and a2 Milk Company Ltd (ASX: A2M). Show notes & resources 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 Stock Pick! episode of The Australian Investors Podcast I chat with Emanuel Datt of Datt Capital. Emanuel provides three ASX stock ideas with a concise thesis on each. Before he pitches the ideas, Emanuel takes us through his current thinking on a COVID-19 recovery, impacts on various asset classes and ways to position for different versions of recovery. Emanuel's website: https://www.datt.com.au/?utm_source=RASK-AUSTRALIA Show notes & resources 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 episode of The Australian Investors Podcast, Owen pitches his favourite ASX small cap share idea. Get Owen's investment research (Rask Invest): https://www.rask.com.au/subscriptions/?utm_source=investor-podcast Show notes: https://www.rask.com.au/2020/04/03/owens-stock-pitch-on-the-australian-investors-podcast/?utm_source=investor-podcast Date of recording: April 3, 2020 Disclosure: At the time of publishing, Owen owns shares of RPMGlobal Holdings (ASX: RUL) & Facebook Inc (NASDAQ: FB). DISCLAIMER: This podcast contains general investment advice/information only. It is NOT financial advice of any kind. 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. Investing involves the risk of capital loss. FSG: https://www.rask.com.au/fsg
This week on The Australian Investors Podcast I speak with Damien Klassen. Damien is the Head of Investments at Nucleus Wealth, a Melbourne-based funds management and advice firm. Some commentators are calling Damien "the investor who saw it (COVID-19) coming". Show notes: https://www.rask.com.au/2020/03/26/damien-klassen/
In this episode I speak with Strawman's Andrew Page and A Rich Life's Claude Walker to consider how we approach the market in 2020 and strategies to invest prudently on the Australian share market in the wake of the Coronavirus (COVID-19) pandemic, including worst-affected sectors, valuations and things to avoid. FULL SHOW NOTES available: https://www.raskmedia.com.au/2020/03/15/australian-sharemarket-investor-update-ft-andrew-page-claude-walker/?utm_source=AIP-EP-1
Recap & Season 2 Promo

Recap & Season 2 Promo

2020-03-1219:13

Tune in to the Season 1 Finale of The Australian Investors Podcast to get Owen's quick take of the best conversations featured in the series so far. Contact Owen: http://www.rask.com.au/contact In this podcast, Owen will also share some tidbits on what you can expect from Season 2. In short, Season 2 will keep its focus on fund manager and investor interviews but it will also broaden its scope to include conversations: • About specific companies, themes or trends in the market, and • With founders, authors and subject matter experts Each episode will be clearly marked as such. Meaning, you can pick and choose only those episodes which appeal most to you. If you have any feedback or advice to share with Owen, you can reach him by clicking here.
Matt Joass, CFA is the Founder and Chief Investment Officer of Maven Funds Management, an Australian funds management business specialising in investing in fast-growing small and medium-sized companies. Take Owen's investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
Josh Clark, CFA from QVG Capital recently sat down with Owen Raszkiewicz to talk about his journey to investing, long and short investing on the ASX, how quantitative strategies mix with his more qualitative research and lots more. Take Owen's investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
Carlos Gil is the Founder, CEO and Chief Investment Officer of Microequities, a specialist small-cap fund manager. Take Owen's investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ This podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
loading
Comments (1)

Rob Johnston

love the channel, great work keep it up

Apr 9th
Reply
Download from Google Play
Download from App Store