Australian Investors Podcast
- Épisodes
- 754
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- plusieurs fois par semaine
- Dernier épisode
- 10 Nov 2026
À propos du 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. Find our show notes here. Disclaimer The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs. Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision. Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk. The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
Épisodes 754
2026 investing lessons and what to watch in 2027 | Magellan
What did 2026 teach investors about the difference between a rising share price and a great business? On the Australian Investors Podcast, Owen Rask brings Magellan investors Ryan Joyce and Alan Pullen together …
Notes de l’épisode
What did 2026 teach investors about the difference between a rising share price and a great business? On the Australian Investors Podcast, Owen Rask brings Magellan investors Ryan Joyce and Alan Pullen together to reflect on a year shaped by AI enthusiasm, higher rates and abrupt shifts in market sentiment, and to consider what might matter heading into 2027.
From the year’s surprises to the questions worth asking next, this episode is a grounded look at valuation, quality and long-term investing—not a prediction that every market trend will continue.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
Follow us on social media
– Instagram: @rask.invest
– TikTok: @rask.invest
Disclaimer
This episode is sponsored by Magellan Global Equities
The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.
Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.
Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.
The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
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Are bonds back? Richard Rauch on yields, risks and portfolios
Are bonds finally worth a fresh look? In this Australian Investors Podcast episode, Owen Rask sits down with Richard Rauch from Franklin Templeton to unpack what rising yields mean for investors, and why a …
Notes de l’épisode
Are bonds finally worth a fresh look? In this Australian Investors Podcast episode, Owen Rask sits down with Richard Rauch from Franklin Templeton to unpack what rising yields mean for investors, and why a bond's starting yield matters more than the last few years of returns.
Episode resources
- Learn more about Franklin Templeton
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
Follow us on social media
– Instagram: @rask.invest
– TikTok: @rask.invest
Disclaimer
The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.
Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.
Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL 240827) is the Responsible Entity and/or investment manager for the funds mentioned. Read the PDS and TMD before investing. All documents can be found via franklintempleton.com.au or by calling 1800 673 776. All investments involve risks. Performance and capital are not guaranteed.
Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.
The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
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Can AI Copy Your Business? - Ep 4: The Business Stack of the Future
What remains valuable when AI makes software faster and cheaper to build? In this episode of the Australian Investors Podcast, Owen Rask argues that trust—not just a slick interface or a familiar logo—could …
Notes de l’épisode
What remains valuable when AI makes software faster and cheaper to build? In this episode of the Australian Investors Podcast, Owen Rask argues that trust—not just a slick interface or a familiar logo—could become the advantage that businesses and investors need to understand. This is episode four of The Business Stack of the Future, brought to you by Stripe.
Owen starts with a question from the media world: when a respected person changes platforms, is the audience loyal to the institution, the individual, or the quality of the work? He carries that question into software. If competitors can reproduce a feature quickly, customers still need confidence that a provider can protect their information, explain mistakes and deliver reliably when the stakes are high.
The episode explores how organisations learn to use AI responsibly: testing tools against real tasks, reviewing failures and deciding where human oversight belongs. Owen also looks at the risk created when businesses connect suppliers, APIs and AI agents. Who has permission to access data or approve a payment—and how would you stop a bad instruction?
Stripe and Luxury Escapes offer practical examples of why operational history, fraud controls and customer experience matter alongside technology. For investors, Owen suggests looking beyond size or brand recognition to ask whether a company can earn more responsibility from customers, then serve them well without costs rising at the same pace. For business owners, the challenge is to build faster without treating dependability as an afterthought.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
Follow us on social media
– Instagram: @rask.invest
– TikTok: @rask.invest
Disclaimer
The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.
Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.
Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.
The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Is the US dollar losing its grip? Gold vs Bitcoin
Are gold, copper and other commodities becoming a longer-term portfolio decision rather than a short-term trade? In this Australian Investors Podcast conversation, Owen Rask sits down with Justin Lin of Global …
Notes de l’épisode
Are gold, copper and other commodities becoming a longer-term portfolio decision rather than a short-term trade? In this Australian Investors Podcast conversation, Owen Rask sits down with Justin Lin of Global X to explore the idea of currency debasement, fractured supply chains and the case investors are making for hard assets.
Justin separates two arguments often bundled together under ‘debasement’: concern about the purchasing power of currencies, and a desire by some countries to reduce reliance on the US dollar. He explains why investors have looked at gold, infrastructure and industrial metals through those lenses—while Owen presses him on what can actually be measured, rather than simply repeated as a market narrative.
Copper provides a practical example. Justin argues that trade policy, inventory moving between markets and changing demand can matter as much as the headline about AI data centres. The pair also discuss energy security and the difficulty of securing critical minerals when production and processing are concentrated in a few places. Owen asks what those shifts could mean for a diversified portfolio.
The conversation then turns to portfolio construction: what role might a broad commodities fund play alongside shares and bonds, and how does exposure through commodity futures differ from owning physical assets? Justin describes the Global X BCOM ETF and its range of underlying markets, from metals and energy to agricultural products. Finally, Owen makes him choose between gold and Bitcoin over a five-year horizon. Justin makes the case for gold, while acknowledging that neither outcome is certain. Listen for the framework, the trade-offs and the questions worth asking—not a prediction you must follow.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
Follow us on social media
– Instagram: @rask.invest
– TikTok: @rask.invest
Disclaimer
This episode is sponsored by Global X.
The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.
Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.
Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.
The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
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Private credit explained: liquidity, diversification and the risks investors miss
Private credit has moved from an institutional niche into the portfolios of everyday investors seeking income and lower volatility. But higher income is not free: investors are paid to accept illiquidity …
Notes de l’épisode
Private credit has moved from an institutional niche into the portfolios of everyday investors seeking income and lower volatility. But higher income is not free: investors are paid to accept illiquidity, manager risk and the possibility that redemptions are limited when everyone wants out at once.
In this episode of the Australian Investors Podcast, Owen Rask sits down with Nehemiah Richardson, CEO of Pengana Credit, to unpack how corporate private credit works and what investors should understand before committing their money.
Nehemiah explains why manager selection matters when loans cannot be traded every day, how diversification across managers, industries, geographies and lending strategies can reduce concentration risk, and why the liquidity terms should match the time you can genuinely leave your capital invested.
They examine the recent headlines around large US private credit funds, software exposure and redemption queues, including the difference between a genuine credit problem and a liquidity event. Nehemiah also compares Australia’s more concentrated private credit market — particularly its exposure to property and construction — with the broader opportunity set available in the US and Europe.
You’ll also hear how professional investors think about underwriting, covenants, capital protection, portfolio construction and recovery when a borrower runs into trouble. The central message is simple: understand the manager, understand the assets, understand the worst-case liquidity, and do not invest in anything that cannot be clearly explained.
Episode resources
– Pengana
– TermPlus
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
Follow us on social media
– Instagram: @rask.invest
– TikTok: @rask.invest
Disclaimer
This episode is sponsored by TermPlus.
22:47 - 24:26: The portfolio is designed to support capital stability and reliable income.
24:27 - 27:15: We manage the portfolio and liquidity with the objective of meeting the relevant term and target-income commitments.
50:54 - 52:57: The objective is to provide a more diversified and resilient exposure through different market conditions. The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.
The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
You can read our Financial Services Guide at www.rask.com.au/fsg. Any views expressed are current as at 17 August 2026 and may change. TermPlus and PCX are investment products, not bank deposits. Target rates, distributions and capital are not guaranteed. Investments involve risk, including possible loss of capital and restrictions on access to invested funds. Before investing, read the relevant PDS and TMD available at pengana.com and termplus.com.au and consider whether the product is appropriate for you.
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Firmus, small caps & Bitcoin - with Andrew Page
My guest for this week’s 2 Sense episode on The Australian Investors Podcast is Andrew Page, founder of Strawman - Australia’s #1 small cap investment community. Andrew is a very well known commentator …
Notes de l’épisode
My guest for this week’s 2 Sense episode on The Australian Investors Podcast is Andrew Page, founder of Strawman - Australia’s #1 small cap investment community. Andrew is a very well known commentator, investor and all round good person.
I consider him to be one of the best investors I’ve ever met, and personally consider him in my top three in Australia. So I’m delighted to welcome him back to the show.
Today we’ll cover three really interesting topics: small caps in Australia, the failed IPO of Firmus, and something I’ve been wanting to do for a long time - question Andrew’s take on Bitcoin. I know some of you have probably heard the last one, given his presence on various podcasts, but I want to get to the bottom of why one of the best investors I know made a decision to switch focus from a proven (and great) track record in small caps, to a digital store of wealth and currencyEpisode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
Follow us on social media
– Instagram: @rask.invest
– TikTok: @rask.invest
Disclaimer
The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.
Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.
Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.
The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
Learn more about your ad choices. Visit megaphone.fm/adchoices
AI’s pricing reset: when more productivity means less profit
Can AI make a business more productive — and less profitable? In episode three of The Business Stack of the Future on the Australian Investors Podcast, Owen Rask explores the pricing reset behind AI and the …
Notes de l’épisode
Can AI make a business more productive — and less profitable? In episode three of The Business Stack of the Future on the Australian Investors Podcast, Owen Rask explores the pricing reset behind AI and the unit economics investors need to understand. If a tool helps four people do the work of ten, charging per user could mean less revenue even while customers get more value.
Owen explains the difference between paying for a seat, usage, credits and an outcome, and why a resolved customer inquiry is not the same as a chatbot attempt. Using a simple example, he shows how computing costs can eat into the economics of each successful AI result.
From Intercom’s customer-support model to WiseTech’s logistics transactions, Salesforce’s agent pricing and Atlassian’s combined subscription and credits, this episode asks what customers value — and whether software businesses can measure and bill for it. Owen also looks at Stripe’s Metronome acquisition and why usage measurement and billing are becoming part of product strategy, not just back-office administration.
For investors, the key is not whether a company calls its revenue recurring. It is what drives customer spending, how costs change with activity, and whether the business can keep enough of the value it creates. Owen closes with a practical lens for judging the pricing power and competitive edge of AI-era businesses.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
Follow us on social media
– Instagram: @rask.invest
– TikTok: @rask.invest
Disclaimer
This episode is sponsored by Stripe.
The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.
Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.
Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.
The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Scott Phillips & Jess Leung: LIVE at Her Wealth Her Way (Patchy Audio warning)
This episode is a special recording, taken live from Her Wealth Her Way II in Sydney, and features Scott Phillips, CIO of The Motley Fool, and Jess Leung, Portfolio Manager at Global X, alongside Owen Rask …
Notes de l’épisode
This episode is a special recording, taken live from Her Wealth Her Way II in Sydney, and features Scott Phillips, CIO of The Motley Fool, and Jess Leung, Portfolio Manager at Global X, alongside Owen Rask.
Questions are thrown live from the room, and include:
1. The trio's best and worst (dumbest) investments.
2. How to get started with investing
3. Scott's Firmus update
4. The most expensive emotion in investing
And a few laughs!
Thanks for listening.
Warning: this podcast contains general financial advice only. It is not specific to you as it does not take into account your needs, goals or objectives. So please do not act on the information until you have spoken to your financial planner. Read the PDS and TMD of any financial product before investing. www.rask.au/fsg is where you'll find The Rask Group Pty Ltd's Financial Services Guide (FSG).
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Rewind: Financial IQ vs EQ — Karen Eley on the money habits that matter
Rewind episode: Sometimes the most useful investing lesson is not another spreadsheet. In this Australian Investors Podcast replay, Owen Rask revisits his conversation with money coach Karen Eley about …
Notes de l’épisode
Rewind episode: Sometimes the most useful investing lesson is not another spreadsheet. In this Australian Investors Podcast replay, Owen Rask revisits his conversation with money coach Karen Eley about financial IQ—what you know about money—and financial EQ—how you think, feel and behave when decisions get uncomfortable. The original conversation first appeared on 24 November 2025.
Karen explains why understanding diversification, risk and superannuation matters, but knowledge alone does not stop fear, avoidance or an old money story from driving a decision. Together, she and Owen explore how emotional habits can shape spending, investing and even the way couples talk about finances. They ask what financial wellbeing looks like when your bank balance seems sound but you still do not feel secure.
You will hear practical starting points: define success on your own terms, identify the values behind your goals, try a money-personality exercise, and notice the emotions that surface around a big purchase or a falling portfolio. Karen also shares ways to build financial literacy in small steps and have age-appropriate money conversations with children.
This Rewind is a chance to ask whether your money knowledge and your money behaviour are working together. If you missed Owen and Karen’s original conversation—or want a fresh perspective on the habits behind long-term investing—start here.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
Follow us on social media
– Instagram: @rask.invest
– TikTok: @rask.invest
Disclaimer
The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.
Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.
Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.
The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
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A 20 bagger on the ASX: inside Soul Patt's bets on EOS & NXG
In this Australian Investors Podcast conversation, Owen Rask speaks with Dean Price of Washington H. Soul Pattinson about Electro Optic Systems (ASX: EOS) and NexGen Energy (ASX: NXG). Dean takes us inside Soul …
Notes de l’épisode
In this Australian Investors Podcast conversation, Owen Rask speaks with Dean Price of Washington H. Soul Pattinson about Electro Optic Systems (ASX: EOS) and NexGen Energy (ASX: NXG).
Dean takes us inside Soul Patts’ relationship with EOS: a small initial equity stake, years spent learning the business, and a cash crunch that called for a different kind of support. They discuss why a loan facility, rather than a heavily dilutive share issue, mattered to the company and its existing shareholders—and what it reveals about investing as a long-term partner.
The conversation then turns to NexGen and uranium. Dean explains how Soul Patts developed conviction in energy over time, why nuclear fuel supply became central to its thesis, and how growing electricity demand from data centres has changed the discussion. Owen asks how conviction translates into position sizing when an opportunity is compelling but still carries development risk.
Across both stories, the bigger question is how patient capital works in practice. How do you distinguish a temporary financing problem from a broken investment case? When should you use debt, equity or both? And what can an investor with a long horizon see that a short-term trader might miss?
Listen for a rare look at the research, financing decisions and portfolio thinking behind two contrasting long-term investments.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
Follow us on social media
– Instagram: @rask.invest
– TikTok: @rask.invest
Disclaimer
The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.
Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.
Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.
The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
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Finding Monsters: Matt Joass of Maven Funds Management [REWIND to 2019]
Matt Joass, CFA is the Founder and Chief Investment Officer of Maven Funds Management, an Australian funds management business specialising in investing in fast-growing small and medium-sized companies. Episode …
Notes de l’épisode
Matt Joass, CFA is the Founder and Chief Investment Officer of Maven Funds Management, an Australian funds management business specialising in investing in fast-growing small and medium-sized companies.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
Follow us on social media
– Instagram: @rask.invest
– TikTok: @rask.invest
Disclaimer
The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.
Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.
Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.
The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Portfolio construction made simple: five rules for better investing
Building wealth is not just about finding the next winning share or ETF. The bigger driver of long-term returns is how your entire portfolio is constructed—and whether every holding has a clear job. In this …
Notes de l’épisode
Building wealth is not just about finding the next winning share or ETF. The bigger driver of long-term returns is how your entire portfolio is constructed—and whether every holding has a clear job.
In this episode of the Australian Investors Podcast, Owen Rask and James Phelan explain how strategic asset allocation connects your goals, time horizon and appetite for risk with a practical mix of shares, bonds, cash, property and alternatives.
They unpack why smart investors still end up with overlapping ETFs, concentrated positions and “collector’s portfolios” filled with investments they no longer understand. You’ll learn the difference between risk tolerance and risk capacity, why more holdings do not automatically mean better diversification, and how tax consequences should influence—but not control—your decisions.
Owen and James also discuss how to clean up an existing portfolio without creating unnecessary capital gains, when an unleveraged investment property may become inefficient, and what everyday investors can borrow from super funds and institutional portfolios.
The episode finishes with five practical rules: define the purpose first, set your strategic asset allocation, keep the structure simple, do not let tax trap you in excessive concentration, and create guardrails before volatility arrives.
If your investments have grown into a patchwork of ETFs, shares, property and private assets, this conversation will help you step back, simplify and build a portfolio designed around the life you actually want.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
Follow us on social media
– Instagram: @rask.invest
– TikTok: @rask.invest
Disclaimer
The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.
Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.
Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.
The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
Learn more about your ad choices. Visit megaphone.fm/adchoices
6 ETFs for the ultra-long-term
Vanguard, iShares, Betashares, SPDR, Global X, VanEck... Speak with the Rask Advice team. This Australian Investors Podcast episode with Owen Rask and James Phelan tackles a simple problem: You must buy 1 ASX …
Notes de l’épisode
Vanguard, iShares, Betashares, SPDR, Global X, VanEck...
Speak with the Rask Advice team. This Australian Investors Podcast episode with Owen Rask and James Phelan tackles a simple problem: You must buy 1 ASX ETF for: – 2026 – 2036 – 2046 And the catch? Your ASX ETFs must not be a boring index ETF. Sectors, themes, active and rules-based ETFs only! In addition to picking 6 ASX ETFs and detailing their bull case, Owen and James answer questions like: 1. When did Tony Hawk first complete a 900? 2. Does the Treasury Intergenerational Report mean we're all stuffed? 3. Is a company or trust structure better for investing in shares and ETFs? 4. Why do financial advisers want to use investment platforms? Can't I just use Commsec? 5. Who cares about the Super limits! Am I drunk for going over the limit?
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
Follow us on social media
– Instagram: @rask.invest
– TikTok: @rask.invest
Disclaimer
The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.
Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.
Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.
The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
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Beyond big tech: Arelis Agosto on AI, data centres and robotics
What if some of the biggest opportunities in artificial intelligence sit beyond the obvious mega-cap technology names? In this episode of the Australian Investors Podcast, Owen Rask speaks with Arelis Agosto …
Notes de l’épisode
What if some of the biggest opportunities in artificial intelligence sit beyond the obvious mega-cap technology names?
In this episode of the Australian Investors Podcast, Owen Rask speaks with Arelis Agosto, Director of Research & Strategy at Global X, about thematic investing and the structural megatrends reshaping markets over the next 10 to 15 years.
Arelis explains why the AI boom differs from the dot-com bubble, including the revenue growth already emerging across the ecosystem. They trace the expected $6.7 trillion AI infrastructure buildout through data centres, semiconductors, networking, cooling and energy, before exploring the supply constraints that could make copper, uranium and rare earths increasingly important.
The conversation then moves to the application layer. Arelis outlines how AI could transform drug discovery, healthcare, cybersecurity, cloud computing, robotics, humanoids and autonomous vehicles. She also explains why rising electricity demand and grid investment may prove essential: without the power and infrastructure, the most exciting AI applications cannot become reality.
Finally, Owen and Arelis discuss what thematic investing means for portfolio construction. With the top 10 companies representing about 40% of the S&P 500, many investors already have substantial exposure to dominant themes through broad-market funds. The challenge is identifying which complementary opportunities are underrepresented, while avoiding unnecessary concentration.
This episode offers a practical framework for looking past the headlines, understanding where AI spending flows and investing through long-term change while staying comfortable with uncertainty.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
Follow us on social media
– Instagram: @rask.invest
– TikTok: @rask.invest
Disclaimer
The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.
Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.
Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.
The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
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Gold, Bitcoin and alternatives: Justin Lin on the portfolio sleeve investors misunderstand most - Ep 6: Portfolio Construction Series
In this Australian Investors Podcast episode, Owen Rask sits down with Justin Lin from Global X for the final instalment of the portfolio construction series, this time focusing on the most misunderstood sleeve …
Notes de l’épisode
In this Australian Investors Podcast episode, Owen Rask sits down with Justin Lin from Global X for the final instalment of the portfolio construction series, this time focusing on the most misunderstood sleeve in many portfolios: alternatives.
Justin explains what actually makes an asset \"alternative\", why correlation alone is not enough, and why the best alternative assets have genuinely different performance drivers to shares and bonds. They explore the role of gold, broad commodities and cryptocurrencies, and how these assets can either diversify a portfolio, provide liquidity during market stress, or act more like higher-risk force multipliers depending on what they are and how they are used.
The conversation also unpacks an important distinction many investors miss: not every uncorrelated asset is automatically useful, and not every alternative asset deserves the same job inside a portfolio. Justin explains why gold stands out as a rare all-weather diversifier, why broad commodities can act as an inflation hedge, and why Bitcoin and Ethereum still sit in the more aggressive part of the alternatives bucket even if their long-term roles continue to evolve.
They finish with practical ETF ideas across gold, broad commodities, Bitcoin, Ethereum and tactical leveraged Nasdaq exposure, while also sounding a clear warning about structure, private-market opacity and the need to understand exactly what is driving performance before you allocate capital. If you want a sharper framework for thinking about alternatives, this episode is the right place to end the series.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
Follow us on social media
– Instagram: @rask.invest
– TikTok: @rask.invest
Disclaimer
The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.
Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.
Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.
The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
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I write to know what I'm thinking | Life, mistakes, health & big picture investing | ft. John Addis, founder of Intelligent Investor
John Addis is the Founder of IntelligentInvestor, a brilliant writer, thinker and entrepreneur. John Addis's lessons are deep and vast, making this Australian Investors Podcast episode with Owen Rask oh-so …
Notes de l’épisode
John Addis is the Founder of IntelligentInvestor, a brilliant writer, thinker and entrepreneur. John Addis's lessons are deep and vast, making this Australian Investors Podcast episode with Owen Rask oh-so special.
You'll L-O-V-E this episode if you love value investing, how to live an alternative life with meaning and purpose, the pitfalls of founding a company, Warren Buffett, what makes most great investors great writers, daily rituals to live by, and more.
John Addis podcast talking points
- Aside from enjoying a G&T, what daily, weekly or yearly rituals do you practice and why? If any.
- What’s something you believe about investing or business, that few people would agree with you on?
- If you could grab a new investor by the shoulders and shake some sense into them, what would you say?
- Related: what were the key learnings, failures or successes you experienced and can now reflect on?
- Do you think Buffett is as good as everyone thinks? Why, why not?
- Why is the learning curve for investing so steep?
- Behind the scenes at II, do you now spend more of your time teaching people to invest or to rite gud?
- Why is it important to be able to write well?
- Which writers do you look to for their quality? What do they do well that others could leverage?
- With the rise of AI, is writing a dying form of communication?
- Is AI in a bubble? How would we even know? Isn't this just a simulation?!
- Will AI make stock pickers redundant?
- What have been the most surprising trends, one to the upside and one to the downside, over your investing career?
- Which Australian company brings you the most frustration?
- What’s been the biggest mistake of your investing career?
- What's been the best?
- How do you think about the consumption of news and information? How do you curate your home screen or online habits?
- What specific strategies or methods have you learned from the II team? Past or present?
- The role that optimism plays in human affairs.
- Have you read Hans Rosling's Factfulness? If yes, what did you make of it?
- What’s the most overrated investing book? Conversely, which one changed your life and why?
- How do you think about the passive versus active debate? Who should be stock pickers? Who shouldn't bother?
- How do you think about teaching kids about money and investing? Do you do anything that others might not?
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
Follow us on social media
– Instagram: @rask.invest
– TikTok: @rask.invest
Disclaimer
The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.
Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.
Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.
The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
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What not to do with ETFs: Marc Jocum on investing mistakes - Ep 5: Portfolio Construction Series
In this Australian Investors Podcast episode, Owen Rask sits down with Marc Jocum from Global X for episode five of the portfolio construction series, this time taking an inversion approach: instead of focusing …
Notes de l’épisode
In this Australian Investors Podcast episode, Owen Rask sits down with Marc Jocum from Global X for episode five of the portfolio construction series, this time taking an inversion approach: instead of focusing on the perfect ETF portfolio, they unpack what not to do.
Marc explains why investors so often start in the wrong place by chasing trailing returns in growth ETFs or headline yield in income ETFs. He argues that the better starting point is always what sits under the hood: the earnings growth, the income source, the concentration, the index methodology and the actual role the ETF should play inside a broader portfolio.
The conversation also explores the practical mistakes investors and even sophisticated allocators keep making, including overlap, paying too much in fees, misunderstanding spreads and liquidity, ignoring tracking error, and mistaking a strong short-term narrative for a durable thematic opportunity. Marc also explains why thematic ETFs get scrutinised so heavily and how to think more clearly about public market depth, commercial adoption, government support and longevity before taking a view.
They finish by breaking down the few times it really can make sense to sell an ETF, including when your thesis changes, when a life event forces the decision, or when rebalancing is needed. If you want a sharper checklist for avoiding avoidable ETF mistakes, this episode is a practical one to keep handy.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
Follow us on social media
– Instagram: @rask.invest
– TikTok: @rask.invest
Disclaimer
The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.
Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.
Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.
The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
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How AI agents are changing business - Ep 2: The Business Stack of the Future
In this episode of the Australian Investors Podcast, Owen Rask speaks with Jon Stahl from Salesforce about how AI agents are moving beyond answering questions and starting to complete real work inside …
Notes de l’épisode
In this episode of the Australian Investors Podcast, Owen Rask speaks with Jon Stahl from Salesforce about how AI agents are moving beyond answering questions and starting to complete real work inside businesses.
Jon explains the difference between a chatbot and an agent, including how agents can reason through multistep tasks, call tools and APIs, update business systems and retain useful context. He shares where the technology is already creating value across customer service, software development, research, order management and commerce.
The conversation also tackles the controls businesses need before giving an AI agent meaningful autonomy. Jon compares an agent to the “world’s smartest but least experienced intern” and explains why permissions, clear identities, audit logs, hard-coded guardrails and human escalation remain essential.
Owen and Jon then explore what must happen before agents can safely buy products or make payments on our behalf. That includes verified authority, spending limits, tokenised payment credentials, merchant recognition and common standards across the payments ecosystem — challenges that cannot be solved by a smarter language model alone.
Finally, Jon separates the hype from the practical opportunity. Fully autonomous shopping is still largely experimental, while brand, trust and storefronts remain important. He also explains why trusted business data can dramatically improve an agent’s usefulness, and how businesses may soon use agents to resolve delayed orders, enrich product catalogues, support sales teams and help employees build their own tools.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
Follow us on social media
– Instagram: @rask.invest
– TikTok: @rask.invest
Disclaimer
This podcast episode was sponsored by Stripe.
The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.
Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.
Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.
The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
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Why the best companies are scaling faster than ever - Ep 1: The Business Stack of the Future
In this Australian Investors Podcast episode, Owen Rask explores why the business stack of the future may be changing investing faster than most markets really appreciate today. Starting with Stripe’s 2025 …
Notes de l’épisode
In this Australian Investors Podcast episode, Owen Rask explores why the business stack of the future may be changing investing faster than most markets really appreciate today.
Starting with Stripe’s 2025 annual letter, Owen breaks down four business clocks now speeding up at once: how fast companies can build, distribute, monetise and scale. He explains why APIs, cloud software, AI tools and global payments infrastructure are compressing the path from idea to paying customer.
This is not just an AI hype story. Owen looks at what faster growth means for investors, including why power-law winners may pull away harder, why weaker competitors can still launch more easily, and why speed is not the same thing as durability. Using Stripe, Anthropic and WiseTech, he shows how stronger products can create reinforcing flywheels of usage, revenue, talent and trust.
He finishes with a practical framework for analysing fast-growing businesses: what has actually become faster, what reinforces the lead, whether the economics improve with scale, whether the infrastructure itself is an advantage, and what headline number you are really looking at. If you want a clearer lens on AI, software infrastructure and modern business economics, this episode is a smart place to start.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
Follow us on social media
– Instagram: @rask.invest
– TikTok: @rask.invest
Disclaimer
This podcast episode was sponsored by Stripe.
The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.
Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.
Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.
The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
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Family trusts v Companies, OpenAI's Astra & bonds are back
The Australian Investors Podcast host Owen Raszkiewicz and financial planner James Phelan (Co-Head of Advice at Rask Advice) discuss the major structural debate: Family Trusts vs. Holding Companies. Click here …
Notes de l’épisode
The Australian Investors Podcast host Owen Raszkiewicz and financial planner James Phelan (Co-Head of Advice at Rask Advice) discuss the major structural debate: Family Trusts vs. Holding Companies.
They break down the latest discretionary trust tax changes proposed by Treasurer Jim Chalmers, explaining how the exposure draft legislation affects bucket companies and why trusts might not escape a stamp duty hit.
They also share their thoughts on OpenAI's Astra, evaluate whether government bonds are finally attractive again after the recent sell-off, and answer several listener questions.
Key Topics Covered:
- News of the Week: Jim Chalmers' proposed discretionary trust tax changes and exposure draft.
- OpenAI Astra: Owen's take on OpenAI's Astra and its potential impact on the stock market.
- Trusts 101: How family trusts work, legal vs. beneficial ownership, distributions vs. dividends, and costs.
- Companies 101: Cash flow, franking credits, director vs. trustee roles, and why some companies are taxed at 25% or 30%.
- Property & Bucket Companies: Are companies really a better structure for holding property, and how are bucket companies used?
- First Home Super Saver (FHSS): The benefits of the FHSS scheme inside super vs. holding your deposit in a cash savings account.
- Bonds & Fixed Interest: Are AAA-rated government bonds finally a long-term hold, or is the long end of the market still dangerous?
- AI Bubble & US Debt: How to protect your portfolio from high US debt levels and market concentration in tech.
- Maximising Returns & Diversification: Does a diversified portfolio eventually just trend toward a blended historical average, and how do you maximise returns in an SMSF?
- Super Allocations: Whether to invest outside your default super in thematic ETFs, small caps, and emerging markets, or stick to a core strategy.
Episode resources
– Treasury Exposure Draft on Discretionary Trusts
– AFR: Trusts might not escape stamp duty hit
– AFR: Chalmers' trust changes preserve the bucket company
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
Follow us on social media
– Instagram: @rask.invest
– TikTok: @rask.invest
Disclaimer
The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.
Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.
Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.
The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
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Advanced ETF portfolio construction - Ep 4: Portfolio Construction Series
In this Australian Investors Podcast episode, Owen Rask sits down with Jess Leung from Global X for episode four of the portfolio construction series, this time focusing on the advanced mechanics that shape how …
Notes de l’épisode
In this Australian Investors Podcast episode, Owen Rask sits down with Jess Leung from Global X for episode four of the portfolio construction series, this time focusing on the advanced mechanics that shape how a portfolio actually behaves through time.
Jess explains why professional portfolio management is really about managing risk, not chasing returns, and unpacks the key ideas many investors hear but rarely understand clearly: volatility, drawdowns, correlation, Sharpe ratios and the trade-offs that sit behind them. Rather than turning it into a maths lesson, she gives investors a practical framework for thinking about how a portfolio behaves when markets move.
The conversation also explores factor investing, including value, quality, momentum, low volatility and yield, and why these tilts can behave very differently across market cycles. Jess explains why factors are cyclical, why diversification is not just about owning more ETFs, and how two investments that sound different can still move together when markets come under stress.
They finish by talking through rebalancing, correlation, portfolio drift and a real-world example of how satellite ETF additions changed the risk and return profile of a core portfolio. If you want to move beyond beginner ETF ideas and start thinking more like a portfolio builder, this episode is a strong next step.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
Follow us on social media
– Instagram: @rask.invest
– TikTok: @rask.invest
Disclaimer
The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.
Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.
Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.
The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
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Property without the mortgage? Andrew Parsons on REITs and real assets
In this Australian Investors Podcast episode, Owen Rask sits down with Andrew Parsons, chief investment officer and founding member of Resolution Capital, to unpack a market many Australians overlook: listed …
Notes de l’épisode
In this Australian Investors Podcast episode, Owen Rask sits down with Andrew Parsons, chief investment officer and founding member of Resolution Capital, to unpack a market many Australians overlook: listed property and real assets.
Andrew explains why so many investors feel comfortable with residential property but get stuck when the conversation shifts to REITs, commercial real estate and infrastructure. He breaks down what listed property actually is, why liquidity matters more than most people realise, and how investors can think differently about income, volatility and long-term wealth creation.
The conversation explores the real differences between residential property, commercial property and infrastructure, including where regulation, supply and leverage can change the risk profile. Andrew also shares what he is watching in 2026, why construction and debt conditions matter so much to returns, and how to separate a cheap asset from a genuine opportunity.
If you want a clearer framework for thinking about REITs, real assets, active management and portfolio diversification, this episode is well worth your time. It is a practical discussion about demand, supply, balance sheets and compounding for investors who want property exposure without buying a single house or apartment.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Visit TermPlus to learn more
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
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. 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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How to build passive income with ETFs - Ep 3: Portfolio Construction Series
In this Australian Investors Podcast episode, Owen Rask sits down with Marc Jocum from Global X for episode three of the portfolio construction series, this time focusing on income: what it is, where it comes …
Notes de l’épisode
In this Australian Investors Podcast episode, Owen Rask sits down with Marc Jocum from Global X for episode three of the portfolio construction series, this time focusing on income: what it is, where it comes from, and why most investors start in the wrong place.
Marc explains why income investing should begin with goals, not yield. Whether you are nearing retirement, supplementing your salary or funding a future expense, the job of an income portfolio changes depending on what you actually need it to do. From there, he breaks down the different engines that can produce income, including dividends from equities, coupons from fixed income and option premiums from covered call strategies.
The conversation also tackles one of the biggest traps in ETF and share investing: chasing headline yield. Marc explains why trailing yields can be misleading, how special dividends and capital gains can distort the numbers, and why investors need to understand the source and sustainability of income before buying anything.
They also unpack sequencing risk, the role of bonds and floating-rate credit, why total return still matters, and how investors can think about blending defensive and growth assets across different life stages. Marc finishes with practical ETF ideas across Australian bank credit, US Treasuries, high dividend shares and covered calls.
If you want a more thoughtful framework for building income from a portfolio, this episode is packed with practical ideas.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Visit TermPlus to learn more
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
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. 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
Learn more about your ad choices. Visit megaphone.fm/adchoices
A 15-stock portfolio that wins, ft. Stephen Arnold
In this Australian Investors Podcast episode, Owen Rask sits down with Stephen Arnold from Aoris to unpack a timeless investing idea that often gets lost in noisy markets: a share is not a trade, it is …
Notes de l’épisode
In this Australian Investors Podcast episode, Owen Rask sits down with Stephen Arnold from Aoris to unpack a timeless investing idea that often gets lost in noisy markets: a share is not a trade, it is part-ownership of a business.
Stephen explains how his early career in credit, global investing and business analysis shaped the Aoris philosophy, and why quality, durability and valuation discipline still sit at the centre of his process. He and Owen explore what it really means to think like an owner, why a concentrated portfolio can still be sensible when the underlying businesses are strong, and how investors can stay grounded when markets become obsessed with themes like AI.
The conversation also digs into patience, humility and transparency. Stephen shares why Aoris keeps questioning its own assumptions, why process matters more than fashion, and why clients deserve a clear understanding of what is owned and why.
Along the way, he reflects on finding his true north early, building Aoris to do one thing well, and why durable businesses and durable investment processes often come from the same habit: staying simple, asking better questions and resisting complexity for its own sake. If you want a calmer framework for thinking about quality investing, portfolio construction and long-term decision-making, this episode is a sharp reminder that curiosity, simplicity and discipline still matter.
Episode resources
– M&A - most acquisitions fail
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Visit TermPlus to learn more
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
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. 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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WiseTech raided, Moderna pops 170%, Pro Medicus & CSL jump on results
Owen Rask and Drew Meredith break down the WiseTech Global (ASX: WTC) ACCC raid, Moderna’s (NASDAQ: MRNA) extraordinary cancer vaccine breakthrough, and the latest ASX reporting season results from Pro Medicus …
Notes de l’épisode
Owen Rask and Drew Meredith break down the WiseTech Global (ASX: WTC) ACCC raid, Moderna’s (NASDAQ: MRNA) extraordinary cancer vaccine breakthrough, and the latest ASX reporting season results from Pro Medicus (ASX:PME), CSL Ltd (ASX:CSL), Challenger (ASX:CGF) and XRF Scientific (ASX:XRF). WiseTech Global (ASX: WTC) shares plunged after the Australian Competition and Consumer Commission (ACCC) executed a search warrant at the logistics software giant as part of an investigation into alleged competition law breaches. Meanwhile, in the US, Moderna (NASDAQ: MRNA) shares exploded higher after Moderna and Merck announced positive Phase 3 results for their personalised mRNA cancer vaccine in patients with high-risk melanoma — one of the biggest single-day moves we’ve seen in a major biotechnology stock. And it’s reporting season in Australia. Owen Rask and Drew Meredith dig into the latest FY26 financial results from some of the ASX companies investors are watching most closely, including Pro Medicus Limited (ASX: PME), CSL Limited (ASX: CSL), Challenger Limited (ASX: CGF) and XRF Scientific Limited (ASX: XRF). Topics covered
– WiseTech Global (ASX: WTC): the ACCC search warrant, competition concerns, the WiseTech share price fall and what investors should actually focus on
– Moderna (NASDAQ: MRNA): the personalised mRNA melanoma vaccine being developed with Merck, the positive Phase 3 trial and why the Moderna share price surged
– Pro Medicus (ASX: PME): breaking down the FY26 result and what the latest numbers mean for the Pro Medicus investment thesis
– CSL (ASX: CSL): FY26 results, the healthcare giant’s reset and what investors should watch next
– Challenger (ASX: CGF): FY26 financial results and the outlook for one of Australia’s largest retirement income businesses
– XRF Scientific (ASX: XRF): the small-cap ASX company’s latest financial results and long-term growth story
– Why share price volatility can create both risk and opportunity for long-term investors
– How Owen and Drew think about company results, valuation, market expectations and changing investment theses during ASX reporting season If you invest in Australian shares, ASX stocks, growth stocks or US shares, this episode is a practical look at what is moving markets right now — and how long-term investors can separate important information from short-term stock market noise. Subscribe to the Australian Investors Podcast for twice-weekly conversations about investing, ASX shares, global stocks, ETFs, portfolio management, business, psychology and long-term wealth creation.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Visit TermPlus to learn more
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
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. 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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How to build a portfolio for growth - Ep 2: Portfolio Construction Series
In this Australian Investors Podcast episode, Owen Rask sits down with Billy Leung from Global X for episode two of the portfolio construction series, this time focusing on the part of investing that attracts …
Notes de l’épisode
In this Australian Investors Podcast episode, Owen Rask sits down with Billy Leung from Global X for episode two of the portfolio construction series, this time focusing on the part of investing that attracts the most attention: growth.
Billy explains why the first decision is not picking a hot ETF but understanding asset allocation, equity exposure and where growth actually comes from. He unpacks why Australian investors can end up too concentrated at home, why the local market behaves differently to global markets, and why sectors that reinvest for compounding can look very different from sectors built around distribution.
The conversation also explores a common investor trap: chasing whatever has just gone up the most. Billy explains how to think about sustainability, valuation and whether a theme is pricing in too much future optimism. AI, semiconductors, cloud infrastructure and China tech all come up as case studies in how to separate structural growth from short-term excitement.
They finish with a practical framework for building the growth sleeve of a portfolio: start broad, then narrow with intention. Billy shares three ETFs to research further, including global AI exposure, AI infrastructure and China technology, giving investors a clearer way to think about growth without treating every trend as a green light.
If you want a smarter lens on growth investing, thematic ETFs and portfolio construction, this episode is a practical next step.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Visit TermPlus to learn more
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
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. 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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Better than index funds: the risk-adjusted bet | Mark Jones, Resolution Capital
In this episode of Australian Investors Podcast, Owen Rask sits down with Mark Jones from Resolution Capital to unpack why listed infrastructure may be one of the most compelling risk-adjusted opportunities in …
Notes de l’épisode
In this episode of Australian Investors Podcast, Owen Rask sits down with Mark Jones from Resolution Capital to unpack why listed infrastructure may be one of the most compelling risk-adjusted opportunities in markets right now.
Mark explains what global listed infrastructure actually includes, why the best assets tend to have pricing power, long lives and high earnings visibility, and why that matters when uncertainty is rising. The conversation breaks down how professional investors separate true infrastructure from lookalikes, why active management can matter more in a finite universe, and how investors should think about inflation protection, portfolio construction and long-term compounding.
Along the way, Owen and Mark use real examples including Transurban, AGL, Origin and Greek infrastructure assets to show why labels matter, where passive products can miss the mark, and how a disciplined investor can think more clearly about downside as well as upside. They finish with a timeless lesson on the rule of 72 and why steady returns can be more powerful than chasing the next 10-bagger.
If you want a clearer framework for thinking about infrastructure, active versus passive investing and the role of real assets in a portfolio, this episode is well worth your time.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Visit TermPlus to learn more
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
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. 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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How market news moves share prices with Jason Kotchoff from Stocklight
In this Australian Investors Podcast episode, Owen Rask sits down with Jason Kotchoff, founder of Stocklight, to unpack one of the hardest parts of investing: understanding how news actually moves share prices …
Notes de l’épisode
In this Australian Investors Podcast episode, Owen Rask sits down with Jason Kotchoff, founder of Stocklight, to unpack one of the hardest parts of investing: understanding how news actually moves share prices.
From ASX announcements and continuous disclosure to US SEC filings and the EDGAR system, this conversation explains how information reaches the market, why some updates send stocks higher, and why "good" news can still trigger a sell-off.
Owen and Jason walk through real examples including DroneShield, Megaport and NextDC, showing how price-sensitive announcements are flagged, how directors' trades can shape investor sentiment, and why context matters more than headlines. They also compare Australia's market structure with the United States, highlighting the difference between the ASX's central role and the SEC's rules-based system across many exchanges.
The episode also explores the investor information edge in 2026. Jason explains how tools like Stocklight can help investors track portfolios, filter the announcement firehose and stay tax-aware, while Owen presses the bigger question: can individual investors really keep up when professional firms and AI-powered tools are on the other side of the trade?
If you want a clearer framework for interpreting market news, company announcements and portfolio signals, this episode will help you understand what matters, what to ignore and how to think before you act.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Visit TermPlus to learn more
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
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. 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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How to build an ETF portfolio (from scratch) - Ep 1: Portfolio Construction Series
In this Australian Investors Podcast episode, Owen Rask sits down with Jess Leung from Global X to kick off a six-part portfolio construction series by tackling the question most ETF investors skip too quickly …
Notes de l’épisode
In this Australian Investors Podcast episode, Owen Rask sits down with Jess Leung from Global X to kick off a six-part portfolio construction series by tackling the question most ETF investors skip too quickly: what should a good portfolio actually look like from day one?
Jess explains why a portfolio should be treated as a system, not a collection of random ideas, and why every ETF needs a job to do. They unpack the difference between a core portfolio and satellite positions, why asset allocation matters more than obsessing over tiny ETF differences, and how investors can think more clearly about risk tolerance, time frame and long-term goals before buying anything.
The conversation also explores common blind spots, including home bias, portfolio overlap and the hidden costs that come from spreads, brokerage and repeated trading over time. Jess shares practical ways to look through a portfolio, spot duplicated exposures, and decide whether a position belongs in the core or the satellite bucket.
They finish with real ETF examples from the Global X range, including broad Australian exposure, global equity options, fixed income and currency hedging, giving investors a practical framework for building something more deliberate from the start.
If you want to build a smarter ETF portfolio with more intention and less guesswork, this is a strong place to start.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Visit TermPlus to learn more
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
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. 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
Learn more about your ad choices. Visit megaphone.fm/adchoices
How advice businesses grow: Owen Rask and Drew Meredith on content, AI and trust
In this week's LIVE 2 Sense, Owen and Drew pull back the curtain on what is really driving growth in modern financial advice businesses. With markets pushing back towards all-time highs, the conversation starts …
Notes de l’épisode
In this week's LIVE 2 Sense, Owen and Drew pull back the curtain on what is really driving growth in modern financial advice businesses.
With markets pushing back towards all-time highs, the conversation starts with the mood investors are feeling right now, then quickly moves into a deeper topic: how content, education and trust are reshaping the advice industry in Australia. Owen and Drew unpack how Wattle Partners has grown, why Rask has spent years building an audience-first business, and what both founders have learned about scaling without losing focus.
They also get into one of the biggest questions facing professional services in 2026: is AI a threat, a tool, or both? From simple scaled advice and back-office efficiency to compliance, cybersecurity and the changing economics of content, this episode explores where the real opportunities and risks are starting to appear.
Along the way, the pair touch on mergers and acquisitions in advice, why many firms still struggle with technology, how YouTube and podcasts convert differently, and what business owners can learn from building an audience before building a product.
If you want a rare behind-the-scenes look at how financial media, advice and technology now overlap in Australia, this 2 Sense episode is packed with honest lessons, practical observations and a few spicy takes.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
– Visit TermPlus to learn more
– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit
– Whatever comes next for your business, power it with Stripe
Rask resources
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. 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
Learn more about your ad choices. Visit megaphone.fm/adchoices
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