Afleveringen
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In this Australian Investors Podcast episode, your hosts Owen Rask and Mitch Sneddon discuss:
Mitch’s worst-ever investment (Fleetwood, ASX:FWD)
Why mining services can be dangerous for retail investors
Lessons learned from overconfidence and poor diversification
Why Rask Invest now focuses on core-satellite ETF portfolios
If you love learning about ETFs, risk management, and avoiding classic investing mistakes, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
Mitch shares the story behind his biggest loss: an 80% drop on Fleetwood
How the mining boom masked serious business risks
The importance of identifying “price takers” vs “price makers”
Why underinvestment in non-core business areas can be fatal
The danger of overconfidence and investing without diversification
How Mitch uses ETFs today to avoid repeating past mistakes
Why Rask Invest portfolios steer clear of individual ASX small caps
Investor psychology and the critical need to plan for retirement
Tips for retirees on managing risk and staying the course
Mitch’s framework for modern portfolio construction
Resources for This Episode
π Learn More About ETF Investing & Rask Invest:
Check out Rask Invest
Follow Mitch’s daily investing blogs
~~ Rask Resources ~~
π Explore all Rask services – https://bit.ly/R-services
π Get Financial Planning – https://bit.ly/R-plan
π Start investing with Rask – https://bit.ly/R-invest
π Access Show Notes – https://bit.ly/R-notes
β Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
π² Follow us on social media:
Instagram: @rask.invest
TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #Finance #AustralianInvestorsPodcast
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In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, and Drew Meredith, Director of Wattle Partners, dive into the latest ASX news, explain why FANG stocks should be on your watchlist, and the latest at WiseTech Global (ASX: WTC).
If you like small-cap investing, global technology companies or the stock market in general, you'll get the names and analysis of top ASX shares and NASDAQ-listed shares.
If you like this Australian Investors Podcast episode on US stocks and portfolio construction, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Topics covered today:
The case for US stocks
China v America company-specific trade war
Mineral Resources Ltd (ASX: MIN) director changes
Are we worried about inflation?
What is a family trust + bucket company and why did Owen use one?
How to construct a portfolio with low risk assets
Is 23% in Soul Patts (ASX: SOL) and Australian Foundation Investment Ltd (ASX: AFI)
How to get a job in finance
Resources for this episode
$10k portfolios - daily tracking: https://www.raskmedia.com.au/portfolio/
Ask a question (select the Retirement podcast): https://bit.ly/R-quest
Rask Resources
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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Zijn er afleveringen die ontbreken?
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In this Australian Investors Podcast episode, your hosts Owen Rask and Andrew Hall discuss:
Invesco’s global investment process and strategy
Why 80% of the fund targets compounders, and 20% improvers
How the Invesco Global Opportunities Fund is built and managed
Lessons learned from crises like COVID-19 and the GFC
How Andrew uses data, discipline and team introspection to manage money globally
If you love learning about portfolio construction, global investing, and behavioural discipline, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
– Welcome & introduction to Andrew Hall and Invesco
– What makes equities the best long-term asset class
– The 80/20 split: compounders vs improvers
– How Andrew defines a compounder and what separates them from improvers
– The role of change, leadership and industry dynamics in selecting improvers
– How the Invesco Global Opportunities Fund is structured and managed
– Lessons learned from major crises: the GFC, COVID-19, and more
– How Andrew made tough calls during the COVID crash
– Reflections on personal resilience, team strength, and managing under pressure
– Portfolio management discipline and handling uncertainty
Resources for This Episode
Learn More About Invesco & the Global Opportunities Fund:
Invesco Australia
Invesco Global Opportunities Fund (Hedged Class A)
~~ Rask Resources ~~
π Explore all Rask services – https://bit.ly/R-services
π Get Financial Planning – https://bit.ly/R-plan
π Start investing with Rask – https://bit.ly/R-invest
π Access Show Notes – https://bit.ly/R-notes
β Ask a question – just select the Australian Investors Podcast – https://bit.ly/R-quest
π² Follow us on social media:
Instagram: @rask.invest
TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #Finance #AustralianInvestorsPodcast #Invesco #GlobalInvesting #Compounders #Improvers #PortfolioConstruction
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In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:
Trump’s tariff bombshell and its global market impact
Owen’s $100K investment using equity release
How Owen's timing the market went surprisingly well
Owen is buying Costco (NASDAQ: COST) + WiseTech Global Ltd (WTC)
Why diversification and long-term thinking still win
Weekly investor mailbag
How to build a core plus satellite with shares
An Elon conspiracy theory
If you love learning about global markets, investing strategies, and macroeconomic trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
Welcome & catching up during school holidays
Markets in meltdown: ASX, S&P 500 & Nasdaq fall hard
Owen’s $100K investment: humblebrag or genius move?
Equity release strategy explained
Baby Munger arrives: Charlie Derrimuth Rask is born
Trump's tariff reversal: what it really means
China’s response & global economic risks
Drew’s view: trade wars, inflation & the American manufacturing revival
Will tariffs help young Americans get jobs?
The US vs China economic policy approach
Backing American tech giants over government defence
Apple, Google, Microsoft & the future of global dominance
Bonus: Drew’s new mystery vehicle and Owen’s studio upgrade plan
Resources for This Episode
π Learn More About US Tariffs & Trade Wars:
Why Trump is using Tariffs – Owen’s article
Owen’s $100,000 investment – what he bought
25 things Owen would teach his child
Debt recycling and equity release explained
~~ Rask Resources ~~
π Explore all Rask services – https://bit.ly/R-services
π Get Financial Planning – https://bit.ly/R-plan
π Start investing with Rask – https://bit.ly/R-invest
π Access Show Notes – https://bit.ly/R-notes
β Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
π² Follow us on social media:
Instagram: @rask.invest
TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #Finance #AustralianInvestorsPodcast
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In this Australian Investors Podcast episode, host Owen Rask sits down with Billy Leung from Global X ETFs to discuss:
Why global investing is more important than ever
How AI is reshaping markets & investment strategies
The role of the Russell 2000 (RSSL) Index in a diversified portfolio
How investors can think about currency hedging for international exposure
If you love learning about global markets & ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
Welcome & Introduction
The Rise of AI & Its Impact on Investing
Why Investors Should Think Globally
Home Country Bias & How to Overcome It
What Is the Russell 2000 (RSSL) & Why It Matters?
How AI Could Unlock Mid-Cap Growth
Currency Hedging Strategies for Global Investors
Final Thoughts & Takeaways for Investors
Resources for This Episode
π Learn More About These ETFs:
Global X Russell 2000 ETF (RSSL): https://www.globalxetfs.com/funds/rssl/
Global X FANG+ ETF (FANG): https://www.globalxetfs.com.au/funds/fang/
~~ Rask Resources ~~
π Explore all Rask services – https://bit.ly/R-services
π Get Financial Planning – https://bit.ly/R-plan
π Start investing with Rask – https://bit.ly/R-invest
π Access Show Notes – https://bit.ly/R-notes
β Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
π² Follow us on social media:
Instagram: @rask.invest
TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
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The ASX 200 (ASX: XJO) price is crashing down 6.5%. Commonwealth Bank of Australia (ASX:CBA) share price is down 7.7%. BHP Group Ltd (ASX: BHP) share price is down 8%.
VIDEO VERSION: https://youtube.com/live/SBxxCavI2Lo
ASX 200 investors, what should you do in a market crash?!
If you're watching the ASX 200 sell-off in fear, rest assured - at 12 noon today (MEL/SYD time), Chief Investment Officer Owen Rask will break down his 5-part market crash investing checklist.
β¨ Resources β¨
Rask Invest portfolio: https://www.rask.com.au/rask-invest
Join our community: https://community.rask.com.au
Get financial advice: https://www.rask.com.au/advice
Special guest Claude Walker:
https://arichlife.com.au/
All information in this podcast is strictly general in nature. It is not personal financial advice as it does not take into account your needs, goals or objectives. So don’t act on it before speaking with your financial planner. Owen Raszkiewicz can be verified on asic.gov.au. He is the ultimate holder of AFSL 563907 and you can read Rask's Financial Services Guide at www.rask.com.au/fsg Investing can be risky and result in permanent capital loss.
#investing #asx200
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On this week's Australian Investors Podcast 2 Sense episode, your hosts Owen Rask and Drew Meredith discuss:
The best business models in the world and why they work
Why Pinnacle (ASX:PNI) stands out in Aussie funds management
Apple & Microsoft: the power of platforms and ecosystems
Which ASX and US companies Owen and Drew would buy and hold forever
If you love learning about business quality, competitive advantages, and building high-performing portfolios, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
– What makes a great business model: scalability, margins, customer stickiness
– Why funds management used to be unbeatable (and what’s changed)
– Pinnacle Investment Management (ASX:PNI) and the affiliate model explained
– Apple’s ecosystem and Microsoft’s B2B dominance
– The most profitable sectors by net margins
– Which one ASX and one US company Owen & Drew would buy
~~ Rask Resources ~~
π Explore all Rask services – https://bit.ly/R-services
π Get Financial Planning – https://bit.ly/R-plan
π Start investing with Rask – https://bit.ly/R-invest
π Access Show Notes – https://bit.ly/R-notes
β Ask a question – just select the Investors Podcast – https://bit.ly/R-quest
π² Follow us on social media:
Instagram: @rask.invest
TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #Finance #AustralianInvestorsPodcast #2Sense
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In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Mark Kiesel, PIMCO’s Chief Investment Officer of Global Credit. Together, they discuss:
Why now could be a generational opportunity for bond investors
Mark’s outlook on inflation, interest rates and the global economy
PIMCO’s $2 trillion advantage and how it creates alpha in credit markets
What airlines and housing trends are saying about the next economic slowdown
If you love learning about bond investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
Mark’s visit to Australia and on-the-ground insights
How PIMCO’s massive scale drives bond market advantage
His famous 2006 call to sell his home pre-GFC
Why inflation is likely to fall and bond markets may rally
The “slimming down” theory and macroeconomic signals
What airlines, autos and housing are telling us about sentiment
Mark’s contrarian outlook and long-term investing mindset
Resources for This Episode
π Learn More About Bond Investing & PIMCO’s Views:
Opportunity Amid the Noise - Interview with Dan Ivascyn
The “Magnificent 7” Reasons Why Now is a Good Time to Invest in Core Bonds
~~ Rask Resources ~~
π Explore all Rask services – https://bit.ly/R-services
π Get Financial Planning – https://bit.ly/R-plan
π Start investing with Rask – https://bit.ly/R-invest
π Access Show Notes – https://bit.ly/R-notes
β Ask a question – just select the Investors Podcast – https://bit.ly/R-quest
π² Follow us on social media:
Instagram: @rask.invest
TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #Finance #AustralianInvestorsPodcast #Bonds #PIMCO #MarkKiesel
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On this week's Australian Investors Podcast 2 Sense episode, your hosts Owen Rask and Drew Meredith, CFP® discuss:
Their best investments ever and what they learned
Why US tech (like TTD & PANW) has outperformed Aussie small caps
How Pro Medicus (ASX:PME) became a 30-bagger
The importance of position sizing, patience & letting winners run
If you love learning about long-term investing and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
– What Drew and Owen learned from their best-ever investments
– Why Pro Medicus (ASX:PME) is still in Owen's portfolio
– The growth of Palo Alto Networks (NASDAQ:PANW) and Trade Desk (NASDAQ:TTD)
– How ETFs helped outperform direct stock picks
– The power of currency and global diversification
– Portfolio rebalancing, patience & long-term compounding
– What listeners can take away from 10+ year compounders
Resources for This Episode
π ETFs Mentioned in This Episode:
Betashares A200 ETF (ASX:A200)
iShares S&P 500 ETF (ASX:IVV)
~~ Rask Resources ~~
π Explore all Rask services – https://bit.ly/R-services
π Get Financial Planning – https://bit.ly/R-plan
π Start investing with Rask – https://bit.ly/R-invest
π Access Show Notes – https://bit.ly/R-notes
β Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
π² Follow us on social media:
Instagram: @rask.invest
TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #Finance #AustralianInvestorsPodcast #2Sense
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The Staude Capital Global Value Fund Limited (ASX: GVF) is a unique listed investment company for a few reasons. Firstly, it invests in heavily discounted investment vehicles all over the world. There’s no other ASX listed vehicle that does this (to our knowledge anyway). And secondly, they are a husband and wife team who have just celebrated the funds ten year anniversary.
In this episode we dive deep on the investment philosophy that has seen the fund return over 11%pa since inception. How they find and evaluate opportunities and how you can take their approach to find quality, undervalued opportunities in the Australian listed investment company space as well.
We loved this episode and hope you do too.
Additional resources:
Link to the GVF website
GVF celebrates ten years - a recap
Ratings house, Lonsec’s independent review of GVF
The Association of Investment Companies - for those interested in the LICs scene in the UK
Ice breakers
What ignited the spark for Emma and Miles to start investing
Who were or are still your mentors?
How does a husband and wife team end up saying “hey let’s do this together”
Your process
The GVF investment process through the lens of the analysis of the company's performance.
How do these investors in listed investment companies unlock the value that is in the discount?
Deep value often appears in sectors or geographies all at the one time, how do they think about portfolio weights and balancing exposures in these opportunities?
What is the turnover of the GVF portfolio? How do you balance the duration of a possible investment in your portfolio?
How should someone view GVF in terms of asset allocation?
Advice for the Australian LIC investor:
How does Australia compare to other countries when it comes to closed ended listed investment vehicles.
Why should the individual investor look at the UK as their first stop when looking outside Australia for LICs
What are the top things to look for when selecting a listed investment company (LIC) in Australia
Personal reflections:
What character traits in each other do you most admire when it comes to building a company together?
What advice would you go back and give your younger self?
We’re going for lunch anywhere in the world, where are we going?
Rask Resources
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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In this episode of The Australian Investors Podcast, Mark Joachim, Senior Product & Investment Strategist at Global X ETFs Australia, explores the world of Bitcoin ETFs.
They cover:
What Bitcoin ETFs are and how they work
The benefits of using an ETF instead of buying Bitcoin directly
How Global X’s EBTC ETF provides crypto exposure
The risks and fees associated with Bitcoin ETFs
How to decide if a Bitcoin ETF belongs in your portfolio
Different ways investors use Bitcoin ETFs for diversification
If you enjoy this episode, subscribe for more on Apple, Spotify, YouTube, or wherever you get your podcasts!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
Welcome & Introduction
Who is Mark Joachim & What is Global X?
What are Bitcoin ETFs and how do they work?
How Bitcoin ETFs compare to buying crypto directly
Why institutional investors are moving into Bitcoin ETFs
How EBTC is structured and what investors need to know
The role of custodians like Coinbase in securing Bitcoin
Understanding Bitcoin ETF fees & risks
How Bitcoin ETFs fit into an investment portfolio
Final thoughts and how to learn more
Resources for this episode
π Learn more about Bitcoin ETFs & EBTC:
EBTC - Global X Bitcoin ETF
π More about Global X ETFs:
Global X ETFs Australia
~~ Show partner resources ~~
π° Join Pearler using code “RASK” for $15 of Pearler Credit - Sign up here
π Get 50% off your first two months using PocketSmith - Try it now
π View BetaShares' full range of funds - See more
~~ Rask resources ~~
π Explore all Rask services - Click here
π Learn about Rask Financial Planning - Find out more
π Start investing with Rask - Get started
π Access Show Notes - Read more
β Ask a question (select the Finance Podcast) - Submit here
π² Follow us on social media:
πΈ Instagram: @rask.invest
π΅ TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. It does not take into account your personal objectives, financial situation, or needs. Always consider whether the information is appropriate to your circumstances before making investment decisions.
If you’re unsure, consult a licensed financial planner. We do not guarantee the accuracy of the information in this podcast, including financial, taxation, and legal details. Remember, past performance is not a reliable indicator of future performance.
The Rask Group is NOT a qualified tax accountant, financial adviser, or financial planner. Access The Rask Group's Financial Services Guide (FSG) for more information.
#invest #RaskInvest #ASX #bitcoin #ETF
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In this episode, Owen Rask is joined by Gemma Mitchell, Rask's Head of Advice, who steps in for Drew Meredith while he is away.
This week, Gemma & Owen are answering your questions, plus a quick update on how the $10,000 portfolios.
Topics covered today:
What are buybacks, and why do companies offer them?
Diversifying inside vs. outside super
Optimising dollar-cost averaging
What is momentum investing?
How to identify crossovers in your ETFs' asset allocations
Resources for this episode
Rask financial advice: https://www.rask.com.au/advice/
ETF fund compare- Compare ETFs - Fund Comparison Tool | Vanguard
Ask a question (select the Investment podcast): https://bit.ly/R-quest
~~ Rask resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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Introduction
In this Australian Investors Podcast episode, your host Owen Rask is joined by Kanish Chugh, Head of ETF Sales at PIMCO Australia, to discuss:
The role of fixed income in a portfolio
How ETFs provide professional-grade access to bonds
PIMCO’s new range of fixed income ETFs
Why now might be the right time to allocate more to bonds
This is a sponsored episode
If you love learning about ETFs, bonds, and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
Welcome & Introduction
Who is PIMCO? Understanding the Global Investment Giant
Why Fixed Income ETFs Matter More Than Ever
How Bonds Work & Their Role in a Portfolio
PIMCO’s New Fixed Income ETF Range
The Case for Bonds in 2025 & Market Outlook
Final Thoughts & How to Learn More
Resources for This Episode
π Explore PIMCO’s Fixed Income ETFs & Bond Insights:
PIMCO's Australian Website: https://bit.ly/3FyV7vb
See PIMCO's Current ETF Offerings: https://bit.ly/4bXhUNo
~~ Rask Resources ~~
π Explore all Rask services – https://bit.ly/R-services
π Get Financial Planning – https://bit.ly/R-plan
π Start investing with Rask – https://bit.ly/R-invest
π Access Show Notes – https://bit.ly/R-notes
β Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
π² Follow us on social media:
Instagram: @rask.invest
TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #ETFs #FixedIncome #AustralianInvestorsPodcast
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In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:
CSL stock – is it a buy at these levels?
Iron ore prices holding strong at $100 per tonne
Gold’s massive rally – what’s driving it?
Portfolio positioning during a volatile market
Lessons from past market crashes – are we in for another GFC?
If you love learning about investing and market trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered & Timestamps
0:00 – Welcome & Introduction
4:15 – CSL Stock: Is It a Buy?
12:30 – Iron Ore Prices Holding at $100 per Tonne
18:45 – Gold Surges – Should Investors Be Paying Attention?
27:10 – Is This Another Financial Crisis?
34:55 – Portfolio Lessons from Market Downturns
45:20 – Market Predictions & Final Thoughts
Resources for This Episode
π Learn More About This Topic:
Baby Boomers Face Lasting Retirement Hit In Extended Stock Rout – Bloomberg
Mnuchin Discounts US Recession, Says Stock Retreat ‘Makes Sense’ – Bloomberg
Rask $10,000 Portfolio Challenge – Rask Media
~~ Rask Resources ~~
π Explore all Rask services – https://bit.ly/R-services
π Get Financial Planning – https://bit.ly/R-plan
π Start investing with Rask – https://bit.ly/R-invest
π Access Show Notes – https://bit.ly/R-notes
β Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
π² Follow us on social media:
Instagram: @rask.invest
TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #Finance #AustralianInvestorsPodcast
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In this Australian Investors Podcast episode, your host Owen Rask speaks with David Tagg, Head of Investments at La Trobe Financial, about the booming private credit market. They discuss:
What private credit is and why it’s gaining popularity
How investors can earn passive income with private credit
The risks and opportunities in alternative investments
How private credit compares to traditional fixed income and equities
If you like this Australian Investors Podcast episode on private credit investing, subscribe for weekly episodes on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered & Timestamps
0:00 – Welcome & Introduction
5:15 – What is Private Credit & Why Does it Matter?
10:45 – The Growth of Private Credit After the GFC
15:30 – Private Credit vs Traditional Investments
20:20 – Income Generation & Risk in Private Credit
25:40 – The Role of Private Credit in a Portfolio
30:10 – How Interest Rates Impact Private Credit
35:00 – Understanding La Trobe Financial’s Investment Approach
40:20 – How Investors Can Access Private Credit
45:10 – Future Trends in Private Credit & Alternative Investing
50:00 – Final Thoughts & How to Learn More
Resources for This Episode
π Learn More About Private Credit & Income Investing:
La Trobe Financial - https://www.latrobefinancial.com.au/?utm_source=rask
~~ Rask Resources ~~
π Explore all Rask services – https://bit.ly/R-services
π Learn about Rask Financial Planning – https://bit.ly/R-plan
π Start investing with Rask – https://bit.ly/R-invest
π Access Show Notes – https://bit.ly/R-notes
β Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
π² Follow us on social media:
Instagram: @rask.invest
TikTok: @rask.invest
RASK DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
LATROBE DISCLAIMER - ο»Ώhttps://www.raskmedia.com.au/2025/03/13/private-credit-explained/
#PrivateCredit #Investing #Income
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Will ASX ETFs hit $300 billion in total investments in 2025? Is Computershare Ltd (ASX: CPU) a good stock to buy? Time to buy RPMGlobal Holdings Ltd (ASX: RUL)?
On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for questions and answers, where they would invest a massive lump sum, how to invest in private markets via an SMSF, discuss the opportunity within active small cap ETFs like FCAP, and more.
~~ Episode resources ~~
$10,000 portfolio challenge: https://www.raskmedia.com.au/portfolio
~~ Rask Resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
#ASX #investing
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Is the gold price rally sustainable? What are the best gold ETFs? In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask, speaks with Global X ETFs Australia's Marc Jocum about everything gold investing related.
If you like gold investing, crypto or learning how to build an 'All Weather' portfolio, discover this episode on gold investing and gold ETFs.
If you think this Australian Investors Podcast episode is spot on, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
This is a sponsored episode of The Australian Investors Podcast by long-time partner, Global X ETFs Australia.
Topics covered today:
Why did gold rally 30% in 2024?
Gold price drivers
How do gold ETFs work?
What's the difference between GOLD and GXLD from Global X?
Is gold a defensive or growth investment?
Didn't Warren Buffett buy gold?
Resources for this episode
Learn more about Global X's GOLD ETFs
Ask a question about gold investing (select the Investors podcast)
Rask Resources
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
#stockmarket #gold
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Were NVIDIA Inc's (NASDAQ: NVDA) results any good? Is WiseTech Global Ltd (ASX: WTC) finally cheap? And why Owen loves the Costco Wholesale Corp (NASDAQ: COST) business model...
On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for questions and answers, and Drew reveals something he shouldn't...
~~ Episode resources ~~
Rask Financial Advice (with Owen's direct team): https://www.rask.com.au/advice
$10,000 portfolio: https://www.raskmedia.com.au/portfolio
~~ Rask Resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, speaks with Brendan Malone, Managing Director & Group CEO of Raiz Invest Australia (ASX:RZI) – a company which offers round-up and automation features that feed directly into long-term ETF and share portfolios, for hundreds of thousands of customers across Australia.
If you’re interested in micro-investing and what Raiz has to offer, you’ll love this episode because Brendan answers questions on Raiz’s business model, performance and metrics and future goals of the ASX-listed platform. It's also a fantastic podcast discussion for investors looking at Raiz from a distance and trying to assess the potential.
If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Topics covered today:
Raiz’s business journey, from inception until now
The services that Raiz offers & how it makes money
Raiz’s performance and metrics - what investors should follow
Raiz product roadmap & value adds
The companu's future goals around revenue, growth and TAM
~~ Episode resources ~~
Brendan's LinkedIn profile: https://www.linkedin.com/in/brendanmalone
Raiz website: https://raizinvest.com.au
~~ Rask Resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
#investing #ASX
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Is it possible to draw an 8% income from private credit? How does private credit work?
Nehemiah Richardson, CEO of Pengana Credit, takes us on a journey of private credit investing in Australia, the risks involved, the product he helped build (known as TermPlus), and more, on this episode of The Australian Investors Podcast with Owen Rask.
TermPlus: https://bit.ly/term-plus
ALWAYS read the PDS before investing, especially with private credit. And speak to your adviser if you're confused or unsure in any way. Rask makes nothing from providing this link. It is not an affiliate link.
~~ WHERE'S 2 SENSE?! ~~
The entire Rask team was on the road this week... and we missed our flight. So Drew is in his hot tub and Owen was travelling during our regular recording slot.
~~ Rask Resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
~~ Timestamps ~~
00:00 - Kapalua Golf Course
05:30 - What is private credit?
12:45 - What is TermPlus?
25:00 - How TermPlus works
31:00 - Is an 8.5% yield sustainable?
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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