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
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
2
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
3
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
4
Help! My shares are being shorted! Plus, Tesla,...
Owen and Drew unpack shorted shares, big tech earnings, passive income portfolios and when high yield becomes a trap.
46 min
5
Inside Trump's pick to replace Jerome Powell
Kevin Warsh replaces Jerome Powell as Fed Chair. What does it mean for inflation and interest rates in a shifting global economy.
29 min
6
Would Warren Buffett succeed in Australia? Plus...
Drew and Owen unpack sectors, tax changes, Intel’s revival and whether Buffett could have built Berkshire in Australia.
56 min
7
Inside a $350bn super fund: How your money is r...
Owen Rask is joined by Brian Parker, Chief Economist of Australian Retirement Trust (ART), to discuss how ART thinks about runway, portfolio construction, private markets and when volatility becomes opportunity.
53 min
8
4 of ASX 200's worst stocks
Drew and Owen break down four ASX 200 flops, Nasdaq momentum and the Magellan-Barrenjoey deal.
56 min
9
Why the falling US dollar is igniting a massive...
2025 was a record-breaking year for Emerging Markets, seeing the largest capital inflows in over a decade. But is this a short-term flight from the US dollar, or the beginning of a structural "EM Supercycle"?
39 min
10
Owen Rask’s most overrated ASX share (and the 1...
Owen Rask's most overrated ASX share is CSL Limited (ASX: CSL) and Drew and Owen reveals the names of the 1 ASX stock they would own for 20 years.
44 min
11
A 1000% winner in 3 years, what’s driving Powel...
How does a "boring" electrical engineering firm from Texas become one of the best-performing stocks on the NASDAQ? In this episode, we sit down with Tobias Bucks from Ausbil to dissect Powell Industries (NASDAQ: POWL).
54 min
12
The biggest risk to SMSFs, and Xero turns to AI
Are buying or selling? Xero partners with Anthropic, and Owen's turn at an ETF.
56 min
13
Billy Leung's $100,000 ETF portfolio
Owen Rask and Billy Leung from Global X build two themed $100,000 ETF portfolios — one focused on AI infrastructure and the other on value investing — discussing long-term strategy, mistakes, lessons and the future of markets.
35 min
14
Oil butterfly effect hits plumbing, ghost resor...
Owen and Mitchell lean into the chaos of the current market. From the geopolitical ripples of the Iran conflict to the surprisingly high cost of plastic piping, we’re tracing the "butterfly effect" of oil through the ASX.
59 min
15
The Decade of Power: Why the Energy Opportunity...
Mark Jones explains why electricity utilities may be the real AI winners, covering energy demand, US re-shoring, risks and top investment ideas.
38 min
16
Oil and inflation crisis hits Australia
Will oil cause inflation in Australia? How will the combination of higher interest rates and higher oil prices running through the economy impact Australians? How much will it cost Drew to drive the Prado to Mallacoota?
54 min
17
Red flags investors should check before choosin...
Learn how to spot private credit manager red flags, assess governance, and perform proper due diligence in real estate private credit funds.
49 min
18
Retired at 39 and $4m in Super, Japanese ETFs &...
Drew explains why he invested in Beneath Driver Lane, we unpack rising distrust in superannuation, Div 296 strategy questions, bucket retirement strategies and listener hypotheticals.
45 min
19
How booking.com built a travel empire (and why ...
In this Booking Holdings Ltd deep dive, we sit down with Alan Pullen from Magellan Investment Partners to analyse the evolution of a travel giant.
53 min
20
What if ETFs didn't exist? Plus, top 3 highligh...
Oil surges after US–Iran tensions escalate, Magellan merges with Barrenjoey, Netflix walks away from a mega deal, and we break down reporting season highlights from Block, Woolworths, Apple and more.
63 min
21
ASX micro caps with big potential | Luke Winche...
ASX micro cap investing: Luke Winchester’s process, five stocks to watch, and how to find quality small caps.
60 min
22
ASX results: WiseTech soars, NVIDIA surges & WO...
ASX reporting season recap on The Australian Investors Podcast with NVIDIA’s explosive earnings, narrowing market breadth, AI disruption, rate hike risks, and listener questions on currency hedging, career paths in finance, and managing inherited commercial property.
60 min
23
BHP flies to record high, while JBH, CGF & TWE ...
Owen and Drew cover ASX reporting season highlights (BHP, Challenger, Treasury Wine Estates, JB Hi-Fi), the 2026 stock market game leaderboard, AI disruption and practical listener questions on VDHG, transferring ETFs for tax, and gearing inside super.
47 min
24
It almost broke... now it's doing $45 million |...
Taylor McPhail returns to break down how McPhail’s went from $22m to a projected $45m in revenue, rebuilt after a tough downturn, moved 80% online, guaranteed two-week national delivery, and backed it all with a bold property and logistics strategy.
58 min
25
Did vibe coding kill Pro Medicus (ASX:PME)? Not...
Pro Medicus (ASX:PME) drops 22% despite strong results. We unpack AI, vibe coding, ASX volatility and smart portfolio moves in this Australian Investors Podcast 2 Sense episode.
58 min