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.

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.

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.

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.

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.

In this Australian Business Podcast episode, Jordan Kidis and Danil Goloubev of Grey Space Advisory discuss their essential tax strategies.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

This episode dives into the distortions index funds create in the small cap space and how active investors can exploit inefficiencies. We discuss inclusion effects, IPO flows, capital misallocation, and portfolio mistakes to avoid.

In this episode, Drew Meredith and Owen Rask discuss the growing trend of companies staying private and the implications for Australian investors. They cover how institutional investors are gaining access to private markets, the rise of permanent capital strategies, and whether ETF and retail investors risk missing out on high-growth businesses that never list on the ASX.

In this episode, Owen speaks with Billy from Global X about the evolving artificial intelligence (AI) value chain and how investors can access the investment opportunities across semiconductors, infrastructure (like data centres), and commercial AI applications. Discover how ETFs like AINF and GXAI can offer diversified exposure to these megatrends.

Jordan Eliseo, General Manager of ABC Bullion, joins the Australian Investors Podcast to explore the rising demand for gold, the resurgence of physical bullion, and the practical pros and cons of owning gold directly versus via ETFs in 2025.

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.