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
26
Micro cap private companies: it’s f#%king hard ...
Leigh Gant joins the Australian Investors Podcast to share what it's really like to buy and operate a small business. In this episode, he breaks down the mechanics of private markets, vendor finance, risk management, and what he wishes he knew before becoming an acquirer.
57 min
27
Seneca’s reporting season bets, Qoria, Infomedi...
In this episode of The Australian Investors Podcast, Seneca Financial Solutions’ Luke Laretive and Ben Richards break down what’s working in small caps this reporting season. They explain why companies like Infomedia (IFM) and Qoria (QOR) are performing, why they avoid management fees in their fund, and how to identify “inflecting profitability” before the market catches on.
43 min
28
Is 2 ETFs enough? Owen's PME 40-bagger & lesson...
In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith dive into ASX reporting season news from Pro Medicus Ltd (ASX: PME) and JB HiFi Limited (ASX: JBH) and answer your questions.
64 min
29
Stephen Darke on Navigator Global: investing in...
Navigator Global Investments (ASX: NGI) CEO Stephen Darke joins the Australian Investors Podcast to explain how NGI invests in hedge funds and private market managers globally, the business model behind NGI, how performance fees work, and why listed markets may be missing the value in this alternative asset platform.
61 min
30
4 retirement mistakes, Elon’s $44b payday & 6 s...
In this episode, Owen Rask and Drew Meredith cover the most common (and expensive) retirement mistakes, unpack Elon Musk’s massive $30 billion Tesla payday, and share a range of investment ideas they’re watching – from high-growth US tech to niche Australian small-caps.
60 min
31
Why India is the next great economy: Raiz’s Mug...
India is now the world’s most populous country and one of its fastest-growing economies. In this episode, Mugunthan Siva from India Avenue explains India’s massive demographic advantage, how digital infrastructure is transforming productivity, and why the case for active investing in India is so compelling.
53 min
32
Trump’s tariffs, Bapcor’s crash & the art of po...
Drew Meredith and Mitchell Sneddon react to a 10% global market pullback, break down Trump’s new tariff moves, dive into Bapcor’s 30% share price crash, and talk through portfolio resilience, investor psychology, and listener questions on DRPs, super, and tactical rebalancing.
58 min
33
Auscap's high-conviction edge, market lessons &...
In this episode of The Australian Investors Podcast, host Mitchell Sneddon speaks with Tim Carleton, founder and CIO of Auscap Asset Management, about Auscap’s investment process, managing risk, lessons from Macquarie and Goldman Sachs, avoiding poor businesses, valuation discipline, and what makes a great long-term investment.
61 min
34
Three ASX shares for exciting growth: ResMed, G...
Discover three exciting ASX-listed growth companies – ResMed, GenTrack, and Pinnacle Investment – and learn how each business is shaping the future with innovative solutions and long-term potential.
37 min
35
Greg Dean on global small caps, compounders & t...
Greg Dean, CIO of Langdon Equity Partners, shares how his team finds and backs global small cap compounders, why private investors are missing out, and how Langdon's investment process gives it an edge. We explore their framework for evaluating companies, team culture, and the unique advantages of global small caps in long-term portfolios.
73 min
36
How to invest in AI using ETFs
Explore the top ETFs to invest in artificial intelligence (AI), including NDQ, FAANG, ATEC, GXAI, and more. Learn how to diversify, manage risk, and build a portfolio for the future.
20 min
37
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
38
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
39
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
40
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
41
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
42
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
43
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
44
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
45
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
46
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
47
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
48
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
49
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
50
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