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
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
2
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
3
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
4
Why active fixed income may beat passive: Kanis...
PIMCO’s Kanish Chugh joins Owen Rask to explore the performance gap between active and passive fixed income, how active managers like PIMCO construct their portfolios, and why Aussie investors are rethinking their bond allocations.
33 min
5
3 'Foolish' stocks I own, valuation insights & ...
Motley Fool Australia's Ryan Newman joins the Australian Investors Podcast to share three stocks he personally owns, explain how he approaches valuations, reflect on key lessons from the COVID crash, and discuss whether AI can replace analysts in the future.
40 min
6
Should you buy property with your super? [tripl...
In this episode of the Australian Investors Podcast, Drew Meredith, James O’Reilly and Owen Rask dive into self-managed super funds (SMSFs) and reveal the real maths behind buying property inside super. They challenge the popular pitch, break down real examples, and explain why property in super often underperforms diversified growth or geared portfolios.
72 min
7
Scott Helfstein on the automation age, US excep...
Global X’s Scott Helfstein joins the show to share his expert perspective on the rise of the automation age, US economic dominance, and how AI is reshaping business. He explains why he’s bullish on innovation, what investors should watch for in the new economic cycle, and how to prepare portfolios for the next wave of automation-led growth.
30 min
8
Is it time to buy property or shares?
In this Australian Investors Podcast episode, your hosts Pete Wargent from Allen Wargent Property Buyers and Owen Rask from Rask Media discuss their respective journeys and whether it’s a good time to buy property or shares. They also look through a few case studies and how each cohort might like to invest in the current environment, be it in property, or shares, or both.
66 min
9
Inside Lakehouse Capital: Strategic edges, comp...
This episode of The Australian Investors Podcast features a deep dive with the team from Lakehouse Capital. Donny and Nick explain how they identify and back high-quality global businesses, what gives them a strategic edge, how they manage concentrated portfolios, and why compounding and time are the ultimate tools in wealth creation.
61 min
10
Vulcan Energy, Zip & Euroz Hartleys: Small cap ...
In this episode, Luke Laretive from Seneca Financial shares his personal biggest investing wins, breaks down two compelling small cap opportunities – Antipa Minerals and Euroz Hartleys – and offers practical insights into small cap performance, investing style and thesis discipline.
41 min
11
Understanding TermPlus, global private credit a...
This episode dives into TermPlus and the world of global private credit with Nehemiah Richardson. We unpack what private credit is, how TermPlus works, the risk-return profile, portfolio construction, and how Australian investors can access income with lower volatility.
53 min
12
How Melissa Browne rebuilt wealth and confidenc...
Discover how Melissa Browne overcame financial setbacks, built wealth from scratch, and created a movement to empower women with confidence and control over her money.
29 min
13
Are Tesla and Nvidia still a buy? Portfolio reb...
In this episode of the Australian Investors Podcast, Drew Meredith and Owen Rask cover the latest market moves, including Tesla and Nvidia’s volatility, the importance of portfolio rebalancing, and a deep dive into private credit investments like TermPlus.
53 min
14
Nick Kelly on investing in mega trends with WAM...
In this episode, Nick Kelly, portfolio manager at WAM Alternatives (ASX:WMA), explains how the fund is investing in long-term structural trends like the ageing population, food scarcity, digitisation and energy transition. We also unpack how WMA seeks private market exposure, expected returns, and lessons from Blue Sky’s legacy.
54 min
15
Why index funds hurt small cap investing
This episode dives into the distortions index funds create in the small cap space and how active investors can exploit inefficiencies. We discuss inclusion effects, IPO flows, capital misallocation, and portfolio mistakes to avoid.
40 min
16
Why private companies are staying private, and ...
In this episode, Drew Meredith and Owen Rask discuss the growing trend of companies staying private and the implications for Australian investors. They cover how institutional investors are gaining access to private markets, the rise of permanent capital strategies, and whether ETF and retail investors risk missing out on high-growth businesses that never list on the ASX.
42 min
17
How investors can profit from the AI value chai...
In this episode, Owen speaks with Billy from Global X about the evolving artificial intelligence (AI) value chain and how investors can access the investment opportunities across semiconductors, infrastructure (like data centres), and commercial AI applications. Discover how ETFs like AINF and GXAI can offer diversified exposure to these megatrends.
29 min
18
Gold at all-time highs: can the bull run continue?
Jordan Eliseo, General Manager of ABC Bullion, joins the Australian Investors Podcast to explore the rising demand for gold, the resurgence of physical bullion, and the practical pros and cons of owning gold directly versus via ETFs in 2025.
35 min
19
Is stock picking dead? Why ETFs are winning in ...
In this episode, Drew Meredith and Owen Rask dive into the latest ETF boom, break down the sharp falls in Tesla and NVIDIA, and share candid lessons from their community portfolio challenge. Learn why position sizing and rebalancing matter more than ever — especially when volatility strikes.
50 min
20
Jun Bei Liu - Long/short investing on the ASX, ...
Jun Bei Liu manages $1.5 billion as a long-short investor on the ASX. She dreamed of being a politician.
41 min
21
Why small cap managers could thrive again – Ste...
Forager’s Steve Johnson joins the show to unpack why small cap managers might be entering a golden era. In this wide-ranging conversation, we explore the structural inefficiencies in markets, ETF liquidity limits, super fund index-hugging, and Steve’s portfolio management mindset in volatile times.
55 min
22
NVIDIA is flying, Drew takes the lead & private...
Drew takes the lead as NVIDIA pops and Tesla rebounds.
53 min
23
Identifying ASX small cap inflection points
Luke Laretive and Ben Richards from Seneca reveal how their small cap investing process has delivered 43% cumulative returns.
46 min
24
The rise of China tech: innovation, valuation &...
Billy Leung from Global X joins the Australian Investors Podcast to discuss the explosive growth in Chinese innovation, the long-term strategy of China's economy, and the valuation gap between Chinese tech giants and their US counterparts. Discover why China might be the next frontier for smart investors.
34 min
25
Has Owen backflipped on index fund ETFs?
In this episode, Owen and Drew recap a volatile week for global markets and their mock portfolios. From RBA’s surprise 25 bps rate cut and its implications for bond ETFs, to analysing “spiffy pops” and rebalancing strategies in the face of sharp losses in XRF Scientific and Tesla, they also reflect on portfolio patience, diversification, and lessons learned mid-year.
39 min