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
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
2
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
3
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
4
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
5
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
6
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
7
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
8
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
9
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
10
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
11
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
12
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
13
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
14
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
15
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
16
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
17
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
18
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
19
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
20
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
21
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
22
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
23
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
24
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
25
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