Australian Investors Podcast

The Australian Investors Podcast is a twice weekly podcast (Wednesday & Saturday), 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 the best insights, information and proven strategies to help you invest your time and money. SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-investors-podcast

Business
1
China v US stocks over 100 years - who wins?
Discover how China’s innovation, US dominance, and ETFs like Dragon could shape your portfolio over the next 20 years.
33 min
2
WOW, CBA & more: Good, Bad & Ugly of ASX report...
Discover the good the bad and the ugly from ASX reporting season 2025 including CSL (ASX:CSL) Woolworths (ASX:WOW) Commonwealth Bank (ASX:CBA) and more
31 min
3
Is Endeavour (ASX:EDV) a dog? Oracle - buy, hol...
In this episode of the Australian Investors Podcast, Owen and Drew analyse Endeavour Group (ASX: EDV), Oracle’s $455b AI growth, and Australia’s biggest super funds. Plus: stock valuations, ETF insights & retirement investing strategies.
42 min
4
Alex Zaika: Scaling an X-traordinary ETF business
Discover how Alex Zaika, CEO of Global X, scaled one of Australia’s fastest-growing ETF businesses, insights on leadership, investing trends, and the future of ETFs.
46 min
5
Seneca's ASX takeovers playbook + your companie...
Owen, Ben and Luke share Seneca’s ASX takeovers playbook and analyse Smart Parking, Chrysos & Objective Corp in this episode.
41 min
6
Owen's RPM victory lap, STRONG buy on gold & Go...
Discover why gold is surging, whether Google remains undervalued, and if Endeavour Group (ASX:EDV) is a buy, hold, or sell. Tune in for smart investing insights.
49 min
7
Inside the Pengana PIA LIC: blended equity & cr...
Owen Rask chats with Adam Myers of Pengana Capital on private credit, hybrid equity-income strategies & NAV redemption in the Australian Investors Podcast.
31 min
8
RPMGlobal takeover, Woolies slumps & Owen's $10...
Owen Rask and Drew Meredith recap a hectic reporting season: RPM Global’s trading halt and takeover chatter, WiseTech’s path to the ASX top 10, Woolworths and Wesfarmers results, Qantas’ profit and debt debate, Nvidia’s latest print, dividend vs distribution yields, options and private credit pitfalls, plus rapid-fire listener Q&A on bullion and ETF liquidity.
54 min
9
Why gold still shines: Roscoe Widdup on the cyc...
Former Goldman Sachs analyst Roscoe Widdup (Triple Eight Capital) explains why he thinks the gold bull market still has room to run, what central bank buying really means, how supply responds in phases, and the practical checklist he uses to separate high-quality gold miners from the rest.
45 min
10
Warren Buffett's stock portfolio 2025 | AAPL, A...
Warren Buffett is stepping back after 60 years at Berkshire Hathaway. In this Australian Investors Podcast episode, Owen Rask explores Buffett’s $1.2 trillion portfolio, breaking down his top holdings — Apple, American Express and Coca-Cola — using TIKR. Plus: Buffett’s 4 rules for picking winning businesses, and what you can learn from his success.
22 min
11
CSL crashes 17% & does anyone still believe in ...
In this 2 Sense episode of The Australian Investors Podcast, Drew Meredith and Owen Rask break down CSL’s 17% one-day drop, whether CBA’s dividend yield is a ‘chart crime’, and what’s happening to their $10k fake portfolios. Plus: mid cap Aussie stocks trying to go big and how to think about concentrated holdings.
45 min
12
Micro cap private companies: it’s f#%king hard ...
Leigh Gant joins the Australian Investors Podcast to share what it's really like to buy and operate a small business. In this episode, he breaks down the mechanics of private markets, vendor finance, risk management, and what he wishes he knew before becoming an acquirer.
57 min
13
Seneca’s reporting season bets, Qoria, Infomedi...
In this episode of The Australian Investors Podcast, Seneca Financial Solutions’ Luke Laretive and Ben Richards break down what’s working in small caps this reporting season. They explain why companies like Infomedia (IFM) and Qoria (QOR) are performing, why they avoid management fees in their fund, and how to identify “inflecting profitability” before the market catches on.
43 min
14
Is 2 ETFs enough? Owen's PME 40-bagger & lesson...
In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith dive into ASX reporting season news from Pro Medicus Ltd (ASX: PME) and JB HiFi Limited (ASX: JBH) and answer your questions.
64 min
15
Stephen Darke on Navigator Global: investing in...
Navigator Global Investments (ASX: NGI) CEO Stephen Darke joins the Australian Investors Podcast to explain how NGI invests in hedge funds and private market managers globally, the business model behind NGI, how performance fees work, and why listed markets may be missing the value in this alternative asset platform.
61 min
16
4 retirement mistakes, Elon’s $44b payday & 6 s...
In this episode, Owen Rask and Drew Meredith cover the most common (and expensive) retirement mistakes, unpack Elon Musk’s massive $30 billion Tesla payday, and share a range of investment ideas they’re watching – from high-growth US tech to niche Australian small-caps.
60 min
17
Why India is the next great economy: Raiz’s Mug...
India is now the world’s most populous country and one of its fastest-growing economies. In this episode, Mugunthan Siva from India Avenue explains India’s massive demographic advantage, how digital infrastructure is transforming productivity, and why the case for active investing in India is so compelling.
53 min
18
Trump’s tariffs, Bapcor’s crash & the art of po...
Drew Meredith and Mitchell Sneddon react to a 10% global market pullback, break down Trump’s new tariff moves, dive into Bapcor’s 30% share price crash, and talk through portfolio resilience, investor psychology, and listener questions on DRPs, super, and tactical rebalancing.
58 min
19
Auscap's high-conviction edge, market lessons &...
In this episode of The Australian Investors Podcast, host Mitchell Sneddon speaks with Tim Carleton, founder and CIO of Auscap Asset Management, about Auscap’s investment process, managing risk, lessons from Macquarie and Goldman Sachs, avoiding poor businesses, valuation discipline, and what makes a great long-term investment.
61 min
20
Three ASX shares for exciting growth: ResMed, G...
Discover three exciting ASX-listed growth companies – ResMed, GenTrack, and Pinnacle Investment – and learn how each business is shaping the future with innovative solutions and long-term potential.
37 min
21
Greg Dean on global small caps, compounders & t...
Greg Dean, CIO of Langdon Equity Partners, shares how his team finds and backs global small cap compounders, why private investors are missing out, and how Langdon's investment process gives it an edge. We explore their framework for evaluating companies, team culture, and the unique advantages of global small caps in long-term portfolios.
73 min
22
How to invest in AI using ETFs
Explore the top ETFs to invest in artificial intelligence (AI), including NDQ, FAANG, ATEC, GXAI, and more. Learn how to diversify, manage risk, and build a portfolio for the future.
20 min
23
Pro Medicus, Kelly Partners, $10k portfolio rev...
Small cap fund manager Luke Laretive of Seneca joins the Australian Investors Podcast to share why he’ll never buy an investment property, his thoughts on Pro Medicus (PME), how his investment process drives performance, and what makes small caps so compelling right now.
49 min
24
Essential tax strategies for growing your business
In this Australian Business Podcast episode, Jordan Kidis and Danil Goloubev of Grey Space Advisory discuss their essential tax strategies.
40 min
25
Kelly Partners, interest rates, Tesla’s value &...
In this week’s episode, Owen and Drew dive into the Kelly Partners share placement drama, explain what’s really driving interest rate expectations globally, and run a hands-on valuation for Tesla using TIKR. Plus, they review Platinum Asset Management’s merger news, discuss energy software company RPMGlobal, and give a light-hearted update on their fantasy portfolios.
60 min