Australian Investors Podcast
Business & Finance
About
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
Episodes
- Is Buffett's portfolio falling behind? Plus Magellan, Bluey and the May budget
Owen and Drew discuss Warren Buffett's investment strategies, Magellan's decision to outsource global equities funds, and the potential effects of the May budget on wealth creation. They also touch on company news and offer practical insig…
- Dimensional Fund Advisors: Bhanu Singh on Factor Investing
Bhanu Singh, Australian CEO of Dimensional Fund Advisors, explains the firm's approach to factor investing, drawing on Nobel Prize-winning academic research. He discusses how Dimensional translates academic findings into real-world portfol…
- Help! My shares are being shorted! Plus, Tesla, Microsoft and passive income ETFs
This episode of the Australian Investors Podcast features Owen Rask and Drew Meredith discussing the implications of shares being shorted, dividend traps, and recent results from Tesla, Microsoft, American Express, and Lululemon. They also…
- Inside Trump's pick to replace Jerome Powell
This episode discusses Kevin Warsh, Donald Trump's selection to replace Jerome Powell as chair of the US Federal Reserve in 2026. It examines the potential impact of this leadership change on US monetary policy, inflation, and Australian i…
- Would Warren Buffett succeed in Australia? Plus the best ASX sectors for the next decade
Owen Rask and Drew Meredith discuss active ETFs vs. managed funds, the latest from Intel, Netflix, and JP Morgan, and their picks for the best ASX sectors for the next decade. They also consider whether Warren Buffett would have succeeded…
- Inside a $350bn super fund: How your money is really invested
Owen Rask interviews Brian Parker, Chief Economist at Australian Retirement Trust (ART). They discuss how ART invests, including thoughts on portfolio construction, private markets, and how they view market volatility as opportunity.
- 4 of ASX 200's worst stocks
In this episode, Drew Meredith and Owen Raszkiewicz discuss four of the worst ASX 200 stocks from the past five years: Zip Co, Nuix, Dubber, and EML Payments. They also unpack market trends, corporate mergers, and answer listener questions…
- Why the falling US dollar is igniting a massive emerging market supercycle
Malcolm Dorson and Billy Leung from Global X discuss the outlook for emerging markets, focusing on recent capital inflows, the impact of a falling US dollar, and the economic trajectories of India and China. The conversation covers policy…
- Owen Rask’s most overrated ASX share (and the 1 stock he’d own for 20 years)
Owen Raszkiewicz and Drew Meredith examine CSL Limited's valuation, NextDC's capital raise, Guzman y Gomez's Q3 performance, and private credit risks. They also address listener questions regarding investing research, basis points, and inv…
- A 1000% winner in 3 years, what’s driving Powell Industries’ surge
Tobias Bucks from Ausbil discusses the growth of Powell Industries and shares his investment process. The episode explores how Bucks uses his background in anthropology to analyze companies and identify unrecognized growth opportunities.
- The biggest risk to SMSFs, and Xero turns to AI
Owen Rask and Drew Meredith discuss investment strategies, including buying falling stocks, ASX ETF design, and Xero's AI partnership with Anthropic. The hosts also address listener questions regarding investment bonds, SMSFs, and the diff…
- Billy Leung's $100,000 ETF portfolio
Owen Rask and Billy Leung from Global X discuss building two themed $100,000 ETF portfolios focused on AI infrastructure and value investing. They also share investment lessons, discuss past mistakes, and cover long-term portfolio strategi…
- Oil butterfly effect hits plumbing, ghost resorts & the SpaceX hype train
In this episode of the Australian Investors Podcast, Owen and Mitchell discuss the market impacts of the Iran conflict, the effect of oil prices on ASX companies like Reece Ltd, and the potential of a SpaceX IPO. They also cover WiseTech s…
- The Decade of Power: Why the Energy Opportunity is Bigger Than AI
Mark Jones from Resolution Capital discusses why electricity utilities represent a major multi-decade investment opportunity. The conversation covers the impact of US re-shoring, the intersection of decarbonization and digitization, and th…
- Oil and inflation crisis hits Australia
Mitchell Sneddon and Drew Meredith discuss the impact of the US–Iran conflict on oil, inflation, and markets, review specific stocks, and explore investment opportunities in defence ETFs. The episode also covers L1 Capital’s new gold LIC a…
- Red flags investors should check before choosing a private credit manager
Mitchell and Nicole Kidd, CEO of Corval Avenue, discuss how to evaluate real estate private credit managers. They examine why manager selection is critical, identifying red flags such as weak governance and misaligned incentives to look fo…
- Retired at 39 and $4m in Super, Japanese ETFs & no franking credits
Hosts Owen Rask and Drew Meredith discuss private business investment, superannuation strategies, retirement bucket planning, and the impacts of Division 296 on this episode of the Australian Investors Podcast. They also examine listener q…
- How booking.com built a travel empire (and why Google can’t kill it yet)
Alan Pullen of Magellan Investment Partners analyses the evolution of Booking Holdings, from its origins as Priceline.com to its current business model. The discussion covers the company's network effect, the "Connected Trip" strategy, and…
- What if ETFs didn't exist? Plus, top 3 highlights from the ASX
In this episode of the Australian Investors Podcast, hosts Owen Rask and Drew Meredith cover the market implications of the US–Iran conflict, Magellan’s merger with Barrenjoey, and updates from Netflix. The hosts also discuss highlights fr…
- ASX micro caps with big potential | Luke Winchester (Merewether Capital)
Host Owen Rask and guest Luke Winchester of Merewether Capital discuss strategies for investing in ASX micro-cap stocks. The episode covers Luke's selection process and explores five specific companies: LaserBond, XRF Scientific, Austco He…
- ASX results: WiseTech soars, NVIDIA surges & WOW’s best day in 30 years
Hosts Owen Rask and Drew Meredith discuss NVIDIA's revenue growth, ASX reporting season results for companies including Woolworths and WiseTech, and concerns regarding market breadth. The episode also covers various investing strategies an…
- BHP flies to record high, while JBH, CGF & TWE report
Hosts Owen Rask and Drew Meredith discuss reporting season highlights, including BHP's record high, and updates from Challenger, Treasury Wine Estates, and JB Hi-Fi. The episode also covers AI disruption, financial resilience, and answers…
- It almost broke... now it's doing $45 million | Taylor McPhail, scaling McPhails furniture
Taylor McPhail, CEO of McPhail’s Furniture, discusses scaling the business from $22 million to $45 million in revenue. He covers the operational changes, logistics strategy, and financial management that enabled this growth without venture…
- Did vibe coding kill Pro Medicus (ASX:PME)? Not so fast...
Hosts Owen Rask and Drew Meredith discuss recent market volatility, the impact of AI and vibe coding on software moats, and the mixed performance of Pro Medicus (ASX:PME) and other companies during the current reporting season.
- Raiz Invest Ltd (ASX:RZI) - growth, unit economics & Aussie FinTech
In this episode of the Australian Investors Podcast, CEO Brendan Malone discusses the business model, unit economics, and product strategy of Raiz Invest Ltd (ASX: RZI). The conversation covers the firm's growth drivers, the role of AI in…
- Luke Winchester: Prepare for ASX Reporting Season like a pro
Owen Rask interviews Luke Winchester of Merewether Capital to discuss how professional investors prepare for ASX reporting season. They cover his decision-making framework, the focus on specific key metrics, and analysis of stocks like Cle…
- Big Tech earnings: Winners & losers, silver's 26% crash & Drew's falling knives
Owen Rask and Drew Meredith discuss recent Big Tech earnings, the significant drop in silver and gold prices, and updates on government debt. They also announce the 2026 Navexa portfolio challenge and discuss investment strategies.
- Is private credit resilient as the US economy splits in two?
Nehemiah Richardson, CEO of Private Credit at Pengana, discusses the resilience of private credit in the current US economic climate. The episode covers the US consumer, the impact of tariffs, portfolio construction, and how professional i…
- Making a 10/10 investment strategy [10/10]
In this final episode of the Investment Foundations Series, host Owen Rask summarizes key takeaways from the series, including index investing, asset allocation, and maintaining a disciplined strategy. He discusses building a simple, low-c…
- Warren Buffett & beyond: lessons investing legends [9/10]
Host Owen Rask explores core investing principles in this episode of the Investment Foundations Series. Topics include the strategies of Warren Buffett and other legendary investors, the concepts of moats and margins of safety, and the imp…
- Managed funds & active investing… gone right [8/10]
In this episode of the Australian Investors Podcast, host Owen Rask discusses the mechanics of managed funds, comparing active and passive investing. He covers how to evaluate fund managers, including analyzing fees, liquidity, performance…
- Economics for all investors [7/10]
Host Owen Rask explores key economic indicators for investors, including inflation, interest rates, GDP growth, and the business cycle. This episode of the Investment Foundations Series focuses on how to interpret economic data without rel…
- 2026 stock game: Owen & Navarre's $100,000 stock game portfolio
In this episode, Owen and Navarre discuss the launch of the 2026 Stock Genius market game. They cover how the game works, portfolio tracking, and share their personal stock picks.
- Property Investing + Shares [6/10]
Host Owen Rask explores real estate investing, comparing direct property ownership to listed shares, REITs, and ETFs. The episode covers key concepts such as gearing, liquidity, concentration risk, and capital growth in the context of the…
- Portfolio construction essentials [5/10]
Owen Rask discusses portfolio construction in the fifth installment of the Investment Foundations Series on the Australian Investors Podcast. Key topics include asset allocation, diversification, rebalancing, volatility, and core-satellite…
- Vanguard & passive investing [4/10]
In this episode of the Australian Investors Podcast, host Owen Rask discusses the rise of Vanguard and index funds, the mechanics of ETFs and market-cap indexing, and the advantages of low-cost passive investing.
- Value investing foundations [3/10]
In this episode of the Australian Investors Podcast, host Owen Rask discusses the foundations of value investing as part of a 10-part series. The conversation covers key principles from renowned investors, methods for determining intrinsic…
- Passive income investing essentials [2/10]
Host Owen Rask explores passive income investing in this installment of the Investment Foundations Series. The episode covers dividends, franking credits, bonds, term deposits, and the risks associated with yield-chasing strategies.
- Personal finance foundations for investors [1/10]
Owen Rask begins the Investment Foundations Series on the Australian Investors Podcast by discussing personal finance principles, including compound interest, dollar-cost averaging, and the importance of goals and behavior for wealth build…
- Leadership & masculinity: from Special Operations to The Sound of Music, with Shane Horsburgh
Host Owen Rask interviews author and leadership coach Shane Horsburgh on The Australian Investors Podcast. They discuss redefining masculinity, leadership during complex situations, and lessons from his background in police tactical operat…
- 4 micro cap ASX stocks for 2026: RHI, EZL, RDY & SRZ [Part 3/3]
Owen Rask joins Luke Laretive and Ben Richards from Seneca Financial Solutions to discuss four micro cap ASX stocks: Red Hill Minerals (RHI), Euroz Hartleys (EZL), ReadyTech (RDY), and Stellar Resources (SRZ). This is the third part of a s…
- 4 small-cap ASX stocks with serious upside [Part 2/3]
Host Owen Rask discusses four ASX small-cap stocks with Luke Laretive and Ben Richards of Seneca Financial Solutions. The episode analyzes Symal, Emeco, HMC Capital, and Qoria, exploring their potential for growth and market positioning.
- 4 ASX stocks to watch in 2026: REA, WTC, NXG & S32 [Part 1/3]
In this episode of the Australian Investors Podcast, host Owen Rask discuss four ASX stocks with Luke Laretive and Ben Richards: REA Group, WiseTech Global, NexGen Energy, and South32. They examine the growth prospects and market positioni…
- $10,000 portfolio finale, our best stocks of 2025, AI picks AI stock for AI theme & Deremith's
In this finale of the 2 Sense series, host Owen Rask and guest Dr. Andrew Deremith review 2025's market performance, settle bets, discuss AI investment opportunities, and share their top stock picks for 2025 and 2026.
- How fixed income indices actually work
Mitchell Sneddon interviews Jessica Tan, Principal of Fixed Income Indices at S&P Dow Jones Indices, about the mechanics of fixed income indices. The discussion covers global market differences, the process of creating indices, and persona…
- Peter Phan from Castlereagh Equity - Mental Models [Throwback]
Peter Phan of Castlereagh Equity shares his insights on mental models, probability, and valuation techniques in this long-form discussion. The conversation includes examples from United Overseas Australia (ASX: UOS) and Data#3 Ltd (ASX: DT…
- Gary Hui on shorting A2 Milk, why narratives lie & building deep research edge at Geometrica
Mitchell Sneddon interviews Geometrica Fund's Gary Hui about his data-driven approach to global long-short investing. They discuss using alternative data to challenge market narratives, including specific case studies on A2 Milk and ResMed.
- Is the RBA hiking rates? Retirees chasing alpha, Collins Foods and a REIT deep dive
Owen Rask and Drew Meredith discuss the impact of rising inflation on RBA interest rate decisions and debate portfolio strategies for retirees. The episode also analyzes the performance of Collins Foods and Metcash, reviews a Tesla driving…
- Inside Euphemia’s family office: Backing women-led, climate & fintech startups
Judy Anderson-Firth, CEO of Euphemia, discusses the firm's investment strategy with host Mitchell Sneddon. They explore Euphemia's focus on fintech, climate tech, and women-led startups, along with insights into venture capital and support…
- How indices are built - a technical deep dive with Jason Ye
Owen Rask speaks with S&P Dow Jones Indices' Jason Ye about the construction, governance, and mechanics of financial indices such as the S&P 500 and ASX 200. The discussion covers factor investing, exchange-traded funds (ETFs), and dividen…