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Australian Investors Podcast

Australian Investors Podcast

By: Rask
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 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-podcastAll rights reserved Economics
Episodes
  • The new monetary order, with PIMCO's Tony Crescenzi

    The new monetary order, with PIMCO's Tony Crescenzi
    Nov 18 2025
    In this Australian Investors Podcast episode, your host Owen Rask speaks with Tony Crescenzi, Executive Vice President and Market Strategist at PIMCO, to discuss: – Why defensiveness is PIMCO’s current strategy – The lessons from over four decades in markets – The concept of a new global monetary order – Where bonds fit for modern Australian investors If you love learning about macro investing, fixed income or market strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Tony’s best non-financial investment & personal reflections – What he looks at each morning to gauge markets – Where this moment ranks in terms of global dislocation – Insights from his books and what his next one might be – Tariffs as a historic experiment & biggest market risks – How he thinks central banks will respond next – The “new global monetary order” and how it’s unfolding – Revising the 10-year yield: what’s changed? – How PIMCO expresses a defensive framework in portfolios – Advice for Aussie investors with equity-heavy portfolios – The future of the 60/40 portfolio model – Why Crescenzi maintains optimism amid macro uncertainty – AI’s potential impact on bond investors & PIMCO – What gives Tony hope and perspective as a long-term investor – What Tony would tell his younger self about markets and life Resources for This Episode Learn more about PIMCO’s outlook and strategies Tony Crescenzi at PIMCO Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! 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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    59 mins
  • Why global REITs may be the most overlooked opportunity with Chris Bedingfield

    Why global REITs may be the most overlooked opportunity with Chris Bedingfield
    Nov 16 2025
    In this Australian Investors Podcast episode, your host Owen Rask speaks with Chris Bedingfield of Quay Global Investors about:– Why real estate is an inefficient market– How replacement cost drives long-term property value– Why global REITs offer diversification Australian REITs can’t– Where today’s best opportunities lie across global property sectorsIf you love learning about property, REITs, global markets and income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!Follow us on Instagram and TikTok for more investing insights.Topics Covered– Why most investors use the wrong metrics to value real estate– Global vs Australian REITs — major structural differences– How Quay identifies companies trading below replacement cost– Today’s biggest opportunities across housing, storage, senior living and more– Final thoughts on cycles, risk, leverage and staying patientResources for this episodeAsk a question (select the Investors podcast)Visit TermPlus to learn more Website Youtube Event Community Event Link Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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): Learn more about your ad choices. Visit megaphone.fm/adchoices
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    52 mins
  • DroneShield plunges more than 20%, Flight Centre deep dive & answering your investing questions

    DroneShield plunges more than 20%, Flight Centre deep dive & answering your investing questions
    Nov 14 2025
    Market darling DroneShield crashed 20% in early trade after founder and CEO Oleg Vornik dumped nearly 15 million shares worth $49.5 million. What does this insider selling signal for the stock's future? In this Australian Investors Podcast episode, Owen Rask and Drew Meredith dissect the DroneShield sell-off, then dive deep into Flight Centre shares trading at $12 - down 30% this year and 80% from 2018 highs. With a 15x PE, 3.6% dividend yield, and Morningstar rating it as undervalued, is this beaten-down travel giant a buying opportunity? Drew reveals his view on Flight Centre, covering the company's record $24.5bn travel bookings, US expansion, corporate vs leisure divisions, and FY26 guidance of $305-$340m profit. Plus, they tackle your questions: Can good companies recover from founder scandals (hello WiseTech)? What stocks to buy before a China-Taiwan war? Is there a "term premium" for stocks like bonds? Why don't more people use VEU for international exposure? And much more. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics answered today: - DroneShield crashes 25% - CEO dumps $49.5m in shares, what it means Flight Centre deep dive - Trading at $12, down from $60 in 2018, is it a buy? Q: WiseTech turnaround potential - Can good companies recover from founder scandals? Q: China-Taiwan war hedging - What stocks would you buy in advance of conflict? Q: Stock "term premium" - Is there an equivalent to bond term premium for long-term stock investing? Q: Why not VEU for ex-US exposure? - Best way to get developed markets ex-US in your portfolio Resources for this episode: - AFR article on ASX stocks rallying 100% - Australian Finance Podcast - Ask a question (select the Investors podcast) Show Partner Resources: Visit TermPlus to learn more Rask Resources: - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question or give us feedback DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #stockmarket #investing Learn more about your ad choices. Visit megaphone.fm/adchoices
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    43 mins
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