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
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
2
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.
67 min
3
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
4
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
5
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
6
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
7
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
8
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
9
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
10
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
11
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
12
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
13
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
14
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
15
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
16
NVIDIA is flying, Drew takes the lead & private...
Drew takes the lead as NVIDIA pops and Tesla rebounds.
53 min
17
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
18
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
19
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
20
How Navexa makes tax time easy for Aussie inves...
Navexa founder Navar Wainwright joins the podcast to unpack portfolio performance tracking, capital gains tax strategies, ETF trust structures, and why most investors are flying blind when it comes to understanding their real returns.
49 min
21
Step by step guide to selecting a managed fund
Daryl Wilson of Affluence Funds Management shares his approach to portfolio construction, strategic vs. tactical allocation, and how to select fund managers beyond just past performance. Essential insights for investors wanting to build robust, flexible portfolios.
57 min
22
Xero’s growth, Tesla’s turnaround & the power o...
In this episode, Owen Rask and Drew Meredith discuss Xero’s financial performance and subscriber growth, Tesla’s surprising PR stunt with Donald Trump, and what the recent pullback teaches us about position sizing, rebalancing, and emotional investing.
36 min
23
CAR Group (ASX:CAR) - building a global busines...
CAR Group CEO Cam McIntyre reveals how the company scaled from a $30 million startup to a $13 billion marketplace. Cam unpacks the business model, competitive advantages, global expansion strategy, innovation culture, and why execution matters more than ideas.
48 min
24
Dividend trivia & high-income ETFs: Pub trivia ...
In this episode, we turn income investing into a pub trivia challenge! Owen and Mitch unpack the real-world implications of popular high-income ETFs including VHY, YMAX, SYI, and Harvester, revealing how they work, how they pay, and the surprising risks behind big yields.
51 min
25
How to build a passive income core with ETFs – ...
In this episode, Owen and Mitchell break down how to build a core ETF portfolio focused on passive income, explaining total return, dividend traps, portfolio construction and product types like LICs vs ETFs.
57 min