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
76
Rob Millner & Todd Barlow on Soul Patts: the pa...
Discover how Washington H. Soul Pattinson achieved dividend aristocrat status, merged with Brickworks, and built a 120-year legacy of long-term investing.
47 min
77
What do bond fund managers actually do? With Aa...
Discover what a bond fund manager actually does. PIMCO's Aaditya Sood joins Owen Rask to explain fixed income investing, macro strategy, portfolio construction, and why bonds remain essential in every investor’s portfolio.
22 min
78
Why it’s hard to start investing and how to ove...
Discover why so many people find it difficult to start investing, the psychology behind money fears, and practical ways to overcome them with money coach Karen Eley.
32 min
79
ASIC stops Latrobe Financial, Transurban’s NZ m...
ASIC’s stop order on Latrobe Financial, Transurban’s NZ acquisition, Reese (ASX:REH) buyback, AI investment cycle, and the impact of ETFs
42 min
80
Building a $100k ETF portfolio with Jess Leung ...
ETF portfolio manager Jess Leung from Global X joins the Australian Investors Podcast to build a $100k ETF portfolio and share her strategy for long-term investing.
40 min
81
Bank hybrids are dead: here's where to invest next
Bank hybrids are ending. Owen Rask and Kanish Chugh reveal where income investors can invest next for yield, stability, and long-term returns.
37 min
82
US junket insights, Santos takeover fallout & E...
In this episode of the Australian Investors Podcast Drew and Mitch talk about Mitch’s US junket, the Santos (ASX:STO) takeover collapse, global ETF innovation, and investor lessons from private equity.
41 min
83
China v US stocks over 100 years - who wins?
Discover how China’s innovation, US dominance, and ETFs like Dragon could shape your portfolio over the next 20 years.
33 min
84
WOW, CBA & more: Good, Bad & Ugly of ASX report...
Discover the good the bad and the ugly from ASX reporting season 2025 including CSL (ASX:CSL) Woolworths (ASX:WOW) Commonwealth Bank (ASX:CBA) and more
31 min
85
Is Endeavour (ASX:EDV) a dog? Oracle - buy, hol...
In this episode of the Australian Investors Podcast, Owen and Drew analyse Endeavour Group (ASX: EDV), Oracle’s $455b AI growth, and Australia’s biggest super funds. Plus: stock valuations, ETF insights & retirement investing strategies.
42 min
86
Alex Zaika: Scaling an X-traordinary ETF business
Discover how Alex Zaika, CEO of Global X, scaled one of Australia’s fastest-growing ETF businesses, insights on leadership, investing trends, and the future of ETFs.
46 min
87
Seneca's ASX takeovers playbook + your companie...
Owen, Ben and Luke share Seneca’s ASX takeovers playbook and analyse Smart Parking, Chrysos & Objective Corp in this episode.
41 min
88
Owen's RPM victory lap, STRONG buy on gold & Go...
Discover why gold is surging, whether Google remains undervalued, and if Endeavour Group (ASX:EDV) is a buy, hold, or sell. Tune in for smart investing insights.
49 min
89
Inside the Pengana PIA LIC: blended equity & cr...
Owen Rask chats with Adam Myers of Pengana Capital on private credit, hybrid equity-income strategies & NAV redemption in the Australian Investors Podcast.
31 min
90
RPMGlobal takeover, Woolies slumps & Owen's $10...
Owen Rask and Drew Meredith recap a hectic reporting season: RPM Global’s trading halt and takeover chatter, WiseTech’s path to the ASX top 10, Woolworths and Wesfarmers results, Qantas’ profit and debt debate, Nvidia’s latest print, dividend vs distribution yields, options and private credit pitfalls, plus rapid-fire listener Q&A on bullion and ETF liquidity.
54 min
91
Why gold still shines: Roscoe Widdup on the cyc...
Former Goldman Sachs analyst Roscoe Widdup (Triple Eight Capital) explains why he thinks the gold bull market still has room to run, what central bank buying really means, how supply responds in phases, and the practical checklist he uses to separate high-quality gold miners from the rest.
45 min
92
Warren Buffett's stock portfolio 2025 | AAPL, A...
Warren Buffett is stepping back after 60 years at Berkshire Hathaway. In this Australian Investors Podcast episode, Owen Rask explores Buffett’s $1.2 trillion portfolio, breaking down his top holdings — Apple, American Express and Coca-Cola — using TIKR. Plus: Buffett’s 4 rules for picking winning businesses, and what you can learn from his success.
22 min
93
CSL crashes 17% & does anyone still believe in ...
In this 2 Sense episode of The Australian Investors Podcast, Drew Meredith and Owen Rask break down CSL’s 17% one-day drop, whether CBA’s dividend yield is a ‘chart crime’, and what’s happening to their $10k fake portfolios. Plus: mid cap Aussie stocks trying to go big and how to think about concentrated holdings.
45 min
94
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
95
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
96
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
97
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
98
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
99
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
100
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