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.

Jun Bei Liu manages $1.5 billion as a long-short investor on the ASX. She dreamed of being a politician.

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.

Drew takes the lead as NVIDIA pops and Tesla rebounds.

Luke Laretive and Ben Richards from Seneca reveal how their small cap investing process has delivered 43% cumulative returns.

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.

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.

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.

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.

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.

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.

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.

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.

Owen Rask and Drew Meredith reflect on their fake $10,000 portfolios, Tesla’s 36% fall, CBA’s resurgence, and what these moves reveal about diversification, position sizing, and investor behaviour in 2025.

Fixed income doesn’t have to be boring. Philip Brown, Head of Research at FIIG, joins the Australian Investors Podcast to explain how bond markets signal economic risk before equities, how credit ratings really work, and why strategy (even from gateball!) can lead to better investing.

In this episode, Drew Meredith and Owen Rask unpack the recent market volatility, analyse the drawdowns across their fake $10,000 portfolios, discuss whether this resembles the GFC, and revisit timeless lessons on diversification, rebalancing, and avoiding panic.

Mitch Sneddon, Head of Funds Management at Rask, shares his biggest investing failures, including a painful 80% loss on a mining services stock. He explains what went wrong, what he learned, and how Rask Invest’s philosophy has evolved to avoid similar mistakes. This episode is a must-listen for any investor interested in risk management, ETFs, and building resilience for retirement.

In this Australian Investors Podcast episode, find out why you should consider putting FANG stocks on your watchlist in 2025, even with Donald Trump imposing tariffs.

In this episode, Invesco’s Andrew Hall joins the Australian Investors Podcast to break down his global investing strategy, including how he identifies compounders and improvers, lessons learned from crises like COVID-19, portfolio construction insights, and the framework behind the Invesco Global Opportunities Fund.

In this Australian Investors Podcast episode, Owen and Drew explain Trump’s aggressive tariff moves, Owen’s bold $100K investment (and outdoor studio dream), and what this all means for long-term investors.

In this episode of The Australian Investors Podcast, Owen Rask is joined by Billy Zeng from Global X ETFs to explore the growing importance of global investing, AI’s impact on markets, and why the Russell 2000 (RSSL) Index could be a smart addition to investor portfolios. They also break down home country bias, the rise of small and mid-cap stocks, and how to think about currency hedging when investing internationally.

Owen took to the Rask airways to explain what's happened, why, and how to think about investing for the long run during this uncertainty.

On this week's 2-Sense episode of the Australian Investors Podcast, Owen Rask and Drew Meredith share the best business models they've come across and explain why companies like Apple, Microsoft, and Pinnacle Investment Management (ASX:PNI) are such standout operators. They also reveal which ASX and US company they'd buy and hold long term.

In this episode, Mark Kiesel, CIO of Global Credit at PIMCO, joins host Mitchell Sneddon to share how the bond giant sees rare opportunity in fixed income. Mark explains why now might be one of the best times in a decade for investors to reallocate to bonds, the macro shifts he’s watching, and how PIMCO uses its $2 trillion scale to gain unique insights and generate alpha.

Owen Rask and Drew Meredith share their most successful investments ever on this week's 2 Sense episode. They break down Pro Medicus (ASX:PME), The Trade Desk (NASDAQ:TTD), and Palo Alto Networks (NASDAQ:PANW), and explore what made them standout winners, how they held on, and the key takeaways for long-term investors.