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
1
S&P Global Inc (NYSE:SPGI) stock deep dive with...
58 min
2
Michael Bell, CIO at Solaris, on active investi...
Michael Bell from Solaris explains how disciplined CIOs think about active investing, risk and portfolio construction.
45 min
3
Micron, copper and BHP: where the AI trade goes...
Owen Rask and Drew Meredith unpack the AI hardware wobble, copper demand, ASX resource strength and the BHP question.
58 min
4
Inside Soul Patts: Jaki Virtue on culture, syst...
Jaki Virtue joins Owen Rask to explain how Soul Patts scales with 55 staff, disciplined systems and a long-term investment mindset.
54 min
5
Small Cap Playbook 4: 8 investing lessons from ...
Owen Rask with Ben Richards and Luke Laretive on building a small-cap investing process.
47 min
6
Is the ASX the worst share market in the world?...
Owen and Drew debate the ASX, AI exuberance, Micron, WiseTech, REA Group and ETF strategy.
66 min
7
Berkshire Hathaway after Buffett with Alan Pull...
Owen Rask and Alan Pullen unpack Berkshire Hathaway, Buffett’s legacy, insurance float and why Magellan still sees value after the succession shift.
51 min
8
How Seneca spots small-cap catalysts and takeov...
Owen Rask, Ben Richards and Luke Laretive unpack rerating catalysts, takeovers, management incentives and how Seneca approaches ASX small caps.
52 min
9
Wesfarmers, BHP highs and what investors should...
Owen Rask and Drew Meredith unpack Wesfarmers, BHP, SpaceX, tax changes and the squeeze on everyday investors.
58 min
10
Why commodities could matter again for investor...
Owen Rask and Justin Lin unpack gold, copper, lithium, AI demand and why commodities may matter more again.
64 min
11
ETF tax traps, CGT and cost base adjustments wi...
Owen Rask and Navarre Trousselot explain ETF tax traps, cost base adjustments, rebalancing and proposed Budget changes.
57 min
12
AI stock bubble? And is investing in space a go...
In this Australian Investors Podcast episode, Owen Rask and Drew Meredith are back for a super-sized "2 sense" segment, breaking down the biggest market news, key themes, and listener questions impacting Australian investors.
65 min
13
John Abernethy on market crashes, bubbles and t...
Mitchell Sneddon and John Abernethy unpack 1987, the dot-com crash, the GFC and why common-sense investing still wins.
68 min
14
Seneca’s small-cap playbook: catalysts, convict...
Luke Laretive and Ben Richards explain how Seneca finds ASX small caps, spots catalysts and knows when to sell.
46 min
15
Rewind: David Gardner, 6 traits to beat the mar...
Discover how David Gardner (The Motley Fool) beats the market, the six traits of rule-breaker stocks, why “lose to win” works, and how to hold for decades.
79 min
16
5 ETFs for passive income and the 3 mistakes in...
Marc Jocum explains how ETF income works, five funds to research, and three mistakes that can derail passive income.
50 min
17
ASX small caps: Seneca’s playbook for finding a...
Luke Laretive and Ben Richards explain how Seneca separates volatility from risk and hunts for ASX small-cap alpha.
48 min
18
Senator Andrew Bragg on housing, tax and Austra...
Senator Andrew Bragg on housing supply, tax, productivity and why Australia feels harder right now.
58 min
19
Mark Ambrose on deep value investing, airplane ...
Mark explains how GVF bought panic-priced aircraft assets during COVID and what that reveals about downside, edge and contrarian investing.
36 min
20
Budget backlash? Temple & Webster, Brambles and...
Owen and Drew unpack budget fallout, Temple & Webster and Brambles results, AI hype, and listener investing questions.
65 min
21
Like design? Why AI makes human judgment more v...
Andrew Hogan explains why AI is lifting the value of design, judgment and creative work — and what that means for teams, founders and investors.
45 min
22
Is Australia doomed? Plus, CSL is close to a buy
Owen and Drew tackle budget policy drift, CSL’s valuation, private credit headlines and how to value a private business.
62 min
23
Nick Sladen on why Cogstate could be one of the...
Nick explains Cogstate's data moat, pharma relationships and why demand for CNS testing could keep compounding.
30 min
24
Is Buffett's portfolio falling behind? Plus Mag...
Owen and Drew unpack Berkshire, Magellan’s pivot, Bluey’s missed upside and the latest May budget ideas for investors.
70 min
25
Dimensional Fund Advisors: Bhanu Singh on Facto...
Dimensional Fund Advisors CEO Bhanu Singh on Nobel-winning research, the five factors, and evidence-based investing.
59 min