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Australian Investors Podcast

Australian Investors Podcast

Author: Rask Australia

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The Australian Investors Podcast is a weekly podcast, featuring laid back but intelligent short- and long-form conversations about markets, business, psychology, lessons learned and investment process.

At Rask, our goal is to bring you better insights, information and strategies to help you invest your time and money. | |

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72 Episodes
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Back by popular demand, on this episode of The Australian Investors Podcast, Drew Meredith, CFP, a financial adviser from Wattle Partners, and Owen Raszkiewicz, Chief Investment Adviser and analyst for Rask Australia bring you their best and worst ASX reporting season stock stories.Drew and Owen each pick their best and ‘worst’ ASX stock reports for the month of February 2021.ASX shares profiled in this podcast include:@2:45 Seek Limited (ASX: SEK)@6:30 Envirosuite Ltd (ASX: EVS)@13:30 a2 Milk Company Ltd (ASX: A2M)@19:30 RPMGlobal Ltd (ASX: RUL)@24:30 Wesfarmers Ltd (ASX: WES)@29:30 EML Payments Ltd (ASX: EML)@33:00 Macquarie Group Ltd (ASX: MQG)@36:30 Pinterest Inc (NYSE: PINS)Resources: Join Rask Invest and see what Owen is buying - Click hereGet in touch with Drew - click here to email DrewDisclosure: at the time of writing, Owen owns shares of Pinterest, EML Payments and RPMGlobal. The information in our podcasts 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. Please read our Terms & Conditions and Financial Services Guide before using this website.
Dr Anirban Mahanti is the Director of Research at The Motley Fool Australia, and the lead adviser of Motley Fool Pro and Motley Fool Extreme Opportunities.Anirban’s story is grounded in technology, software and machine learning, having spent the early part of his career as an academic working on complex problems ranging from distributed data to video on demand.During the first 30 minutes or so of this conversation, we talk about Anirban’s backstory before diving into the really juicy stuff, like the competitive advantage afforded to investors with a tech or engineering background, the flow of innovation through research and how that intertwines with investing, how Anirban values stocks, builds a portfolio and more. Then we end with some rapid-fire investor and technology-focused questions, such as:The emerging technologies Anirban is most excited aboutThe most overrated innovative company (hint: it’s from Australia)Why Apple has staying powerThe most innovative companies and what defines them, including Apple and TeslaAnd, of course, we conclude with Anirban’s three pieces of advice to his younger self.Some companies mentioned in the podcast include: Tesla, Apple, Google/Alphabet, Audinate, IBM, CSL and a few others in passing.
In this conversation of The Australian Investors Podcast, Owen Rask talks to Luke “Wini” Winchester, the Emerging Companies Portfolio Manager at Oracle Investment Management and prolific small-cap investor on Twitter, Strawman and (formerly) Hot Copper.This is a brilliant conversation for small-cap investors on the ASX and global markets. Luke walks us through how he gets an edge in researching small, micro and nano cap stocks on the ASX. A few of my — Owen here — key takeaways include Luke’s use of automated and semi-automated (and free) tools to track company recruiting on Seek.com.au or Indeed, sales managers on LinkedIn, and how (and why) to do your own thorough channel checking.Luke also shares:The steps he took to rapidly up-skill his knowledge of finance and investing in small cap sharesHow to get an insider or management to share the important data points with you (the investor) need to knowWhy it’s vital to build a network of good investors (even if you don’t know them)The importance of asking “dumb” questions to other small-cap investorsTechniques for interviewing management, including being prepared for first contactGet in touch with Luke:Strawman profileOracle IM - Luke’s fundTwitter accountOther resources:Strawman - get a free accountShareidea.com.auDisclosure: At the time of publishing, Owen owns shares of RPMGlobal. Rask Australia recommends shares of Laserbond, XRF Scientific and RPMGlobal. Please see Luke’s website(s) for his disclosure. DISCLAIMER: This video 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.
Kanish Chugh, head of distribution at ETF Securities sat down with Owen Raszkiewicz on The Australian Investors Podcast to talk about owning gold, and using ETFs like GOLD, TECH & FANG.Timestamps:@3:15: the FANG+ ETF - an innovation-focused ETF that launched with almost perfect timing in 2020. Kanish explains why it's so concentrated (10 stocks) and the types of expression or thematic FANG is trying to capture.@13:30: the case for gold & ETF Securities' GOLD ETF - Australia’s largest gold ETF. Owen is a gold skeptic, so he plays the devil’s advocate. Kanish takes a few moments to try and debunk some of the common concerns which investors and traders have with owning gold in a portfolio. Kanish makes a good case, in particular explaining why GOLD has experienced more than $800 million in FUM inflows in a year, and why gold in general has received a lot of attention since 2019.@29:30: the TECH ETF – an ETF invested in global technology leaders, as defined by Morningstar’s investing research team, which assigns moat/competitive advantage ratings to companies and valuations. Kanish walks us through how and why Morningstar assigns moats, how they’re measured and how the portfolio comes together with valuation. Owen also shares his input and how his team assess competitive advantage.All episode show notes: http://bit.ly/Australian-Investors-Podcast |Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 |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.
What is an ethical investment? And what do investors (or your clients) want to be invested in?The Rask team recently asked our Australian investor base what they believed is an ethical investment and what isn't. We summarise the key ethical and ESG findings in this episode of AIP.In this episode of The Australian Investors Podcast, Owen is joined by Max Wagner, an analyst for Rask Australia. Max is responsible for covering ETFs and helping our team build and design model portfolios for our premium membership services. ||TAKE THE SURVEY (AND SEE THE RESULTS): https://forms.gle/d1rFWpBz5hNut2Li8 ||All episode show notes: http://bit.ly/Australian-Investors-Podcast |Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 | 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 episode of The Australian Investors Podcast, Kate & Owen chat to Peter Singer, one of the world's leading philosophers in effective altruism and moral ethics. Peter is such a special guest to have on the show given his contributions to the world. He has pioneered the idea of effective giving and shares the tools we can use to do the most good in the world. We chat with Peter about our role in helping others, when to consider donating to charity, whether having too many charities is inefficient and the concept of effective altruism.This episode comes from our popular Australian Finance Podcast series, a series aimed at educating people to make the most of their finances and start investing.Get a free copy of Peter's book The Life Your Can Save here: www.thelifeyoucansave.org.au/the-book |SHOW NOTES: http://bit.ly/Australian-Investors-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 |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
Al Bentley is the Founder of Simply Wall St, Australia's leading FinTech business. In this Australian Investors Podcast episode, Al Bentley takes Owen through why and how he and the team built the Simply Wall St business from scratch — to 2.5 million users.Join Simply Wall St – for a discount!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 |ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 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.
Dr Sam Hupert joins Owen Raszkiewicz on The Australian Investors Podcast to talk about the business he started with Anthony Hall, Pro Medicus Ltd (ASX: PME), back in 1984.Owen and Sam talk about starting a technology business before personal computers, the groundswell in medical imaging, the future of medical imaging, capital allocation, incentives, culture and moreDr Hupert is a doctor, a long-serving public company executive, one of the wealthiest people in the country, and so much more.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 |ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 |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.
Luke Trickett is the founder and investor behind Blue Stamp Company, one of Australia's best kept investment funds. Luke Trickett talks to Owen Raszkiewicz about principles for life, investment process, time horizons and the future of capitalism.SHOW NOTES: http://bit.ly/Australian-Investors-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 |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.
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
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Comments (3)

P

Judd only has male guests on his podcast. Where is the diversity?

Dec 26th
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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
Reply
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