Episodes

  • Auscap's high-conviction edge, market lessons & mistakes to avoid – Tim Carleton
    Jul 30 2025
    In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Tim Carleton, founder and Chief Investment Officer at Auscap Asset Management, to discuss: – Auscap’s high-conviction approach to investing – What makes a business “high quality” (and worth holding long-term) – Risk management insights from Macquarie and Goldman Sachs – Why valuation discipline and business quality matter more than ever – The logic behind Auscap’s top investments including ResMed, REA, and Nick Scali If you love learning about long-term investing and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Tim’s investing origin story: from punting at uni to Macquarie & Goldmans – Auscap’s focus on the top 70–80 companies in the market – Why competitive advantage and ROE drive long-term returns – Position sizing, portfolio construction & trimming winners – The ResMed GLP-1 panic and contrarian investing – Lessons from cycles in mining and banking stocks – How to think about risk, valuation, and business quality – Advice Tim gives to students at Sydney Uni Resources for this episode – Auscap Asset Management ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 hr and 4 mins
  • Three ASX shares for exciting growth: ResMed, GenTrack & Pinnacle
    Jul 26 2025
    In this Australian Investors Podcast episode, Owen Rask is joined by Ryan Newman, Director of Research at The Motley Fool Australia, to discuss three ASX companies with exciting growth potential. They explore: – How Ryan finds great companies – What makes ResMed a global health leader – Why GenTrack is disrupting utilities and airports – How Pinnacle structures its boutique funds for success If you enjoyed this chat about ASX growth shares, be sure to subscribe on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts for weekly investing insights! – ⁠Subscribe on Apple⁠ – ⁠Subscribe on Spotify⁠ – ⁠Subscribe on YouTube⁠ – ⁠Follow us on Instagram⁠ – ⁠Follow us on TikTok⁠ Topics Covered – Why Ryan Newman loves stock investing – Mistakes and successes from Ryan’s investing journey – How to research companies like a pro – ResMed (ASX: RMD): Sleep apnea and health megatrends – GenTrack (ASX: GTK): Software for utilities and airports – Pinnacle Investment (ASX: PNI): Income from boutique fund ownership – What to look for in a long-term growth business – How optionality and business model strength play into returns – Why patience and understanding your thesis are key Resources for this episode ⁠Ask a question (select the Investors podcast)⁠ ~~ Rask resources ~~ 🔗 Explore all Rask services – ⁠https://bit.ly/R-services⁠ 📋 Learn about Rask Financial Planning – ⁠https://bit.ly/R-plan⁠ 📈 Start investing with Rask – ⁠https://bit.ly/R-invest⁠ 📜 Access Show Notes – ⁠https://bit.ly/R-notes⁠ ❓ Ask a question – just select the Investors Podcast – ⁠https://bit.ly/R-quest⁠ 📲 Follow us on social media: Instagram: @rask.invest – ⁠https://www.instagram.com/rask.invest/⁠ TikTok: @rask.invest – ⁠https://www.tiktok.com/@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 unsure, 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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    40 mins
  • Greg Dean on global small caps, compounders & the power of curiosity
    Jul 23 2025
    In this Australian Investors Podcast episode, your host Mitchell Sneddon speaks with Greg Dean, founder and Chief Investment Officer of Langdon Equity Partners, a global small cap fund manager based in Canada. Together, they discuss: – The emotional weight of receiving a financial legacy – How to manage family dynamics and partner expectations – What to do first (hint: it’s not investing!) – How to seek the right advice and build a trusted team – What happens if you're not expecting an inheritance If you love learning about small cap investing and global markets, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Why global small caps remain overlooked — and why that’s an edge – How Langdon defines and finds compounders – The “trust but verify” investment philosophy – Langdon’s investment team structure & culture – How to assess management teams and competitive advantage – Real examples of stock misses, wins & lessons learned – Final thoughts on patience, ownership, and what drives Greg personally Resources for This Episode – Learn more about Langdon Equity Partners ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 hr and 16 mins
  • How to invest in AI using ETFs
    Jul 21 2025
    In this Australian Investors Podcast episode, Owen Rask breaks down how to invest in artificial intelligence (AI) using ETFs. With AI transforming everything from your workplace to your portfolio, this episode covers: – How AI could add $16 trillion to the global economy – Which ETFs give you exposure to AI megatrends – The difference between core and satellite ETF strategies – Risks to be aware of when investing in AI-focused funds If you like this Australian Investors Podcast episode on AI investing, you'll love our series. Don't forget to subscribe for weekly shows on ⁠Apple⁠, ⁠Spotify⁠, ⁠YouTube⁠, or wherever you get your podcasts! Follow us on ⁠Instagram⁠ and ⁠TikTok⁠ for more investing insights. Topics Covered – Why AI is a massive opportunity for investors – Understanding NVIDIA and the rise of AI hardware – How ETFs provide diversified exposure to AI – NDQ ETF (Nasdaq 100 – includes Microsoft, Nvidia, Google) – FAANG ETF (Top 10 tech giants: Facebook, Apple, Amazon…) – ATEC ETF (Aussie tech companies using AI) – GXAI & AINF ETFs (Global AI infrastructure and software) – The role of cybersecurity via HACK ETF – Core vs. Satellite ETF strategy – What to look for in ETF fees and risks (MERs, currency risk, tax changes) – Why staying diversified is the key to long-term success – Using ETFs to blend AI exposure with stability Resources for this episode 📄 Learn more about AI and ETF investing: ⁠NDQ – BetaShares Nasdaq 100 ETF⁠ ⁠FAANG – Global X FAANG+ ETF⁠ ⁠ATEC – BetaShares Australian Technology ETF⁠ ⁠GXAI – Global X Artificial Intelligence ETF⁠ ⁠HACK – BetaShares Global Cybersecurity ETF⁠ ~~ Show partner resources ~~ 💰 Join Pearler using code “RASK” for $15 of Pearler Credit -⁠ https://bit.ly/Pearler⁠ 📊 Get 50% off your first two months using PocketSmith -⁠ https://bit.ly/R-PocketSmith⁠ 📈 View Betashares full range of funds -⁠ https://bit.ly/beta-25⁠ ~~ Rask resources ~~ 🔗 Explore all Rask services -⁠ https://bit.ly/R-services⁠ 📋 Learn about Rask Financial Planning -⁠ https://bit.ly/R-plan⁠ 📈 Start investing with Rask -⁠ https://bit.ly/R-invest⁠ 📜 Access Show Notes -⁠ https://bit.ly/R-notes⁠ ❓ Ask a question - just select the Investors Podcast -⁠ https://bit.ly/R-quest⁠ 📲 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 unsure, 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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    23 mins
  • Pro Medicus, Kelly Partners, $10k portfolio review & shares vs property debate with Luke Laretive
    Jul 18 2025
    In this Australian Investors Podcast episode, your hosts Owen Rask and Luke Laretive discuss: – Why Luke refuses to buy investment property – Pro Medicus (ASX: PME) and why it's not in Seneca’s portfolio – Luke’s small cap process and how it delivers outperformance – How big the Seneca fund can grow and when it might close Chapters (approximate) (0:00) Introduction (02:28) NVIDIA or Pro Medicus? (07:27) Is Investing with Luke the Top of the Market? (11:30) How Big Can Your Fund Get Before Soft Closing? (14:10) Active Vs. Small Caps: 20 Years of Data (16:15) Thoughts on Kelly Partners (22:13) City Chic ASX:CCX (23:36) Property Market or Share Market? (27:22) Thoughts on Fortescue (29:34) PlaySide Studios ASX:PLY (37:20) Our Fake Portfolios Update (39:15) How to Make the Most Money Possible (44:57) Luke's Favourite Companies (47:42) Small Companies Fund If you love learning about small caps and active investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Pro Medicus (ASX: PME) vs NVIDIA: Efficient markets and priced-for-perfection concerns – The Seneca investment process & portfolio management principles – Kelly Partners (ASX: KPG) & why Luke avoids debt-fuelled roll-ups – Fund sizing: when Luke would soft or hard close Seneca – The long-term edge of small caps & why the cycle still has legs – Shares vs property: Luke’s strong opinion and logic ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices
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    52 mins
  • Essential tax strategies for growing your business
    Jul 14 2025
    In this Australian Investors Podcast episode, Jordan Kidis and Danil Goloubev of Grey Space Advisory discuss their essential tax strategies. These strategies are tailored for those businesses turning over $500k-$2m, and how to sustain a healthy business growth. This episode was originally featured on the Australian Business Podcast. Topics covered today: – Best Business Structures Now and in the Future – Liability protections – Expense Method Comparison – Optimising Superannuation – The Instant Asset Write-Off Scheme Resources mentioned in this episode: – Free community – Join our Q&A in March – Ask a question (select the Investors or Business podcast) Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #business #motivation Learn more about your ad choices. Visit megaphone.fm/adchoices
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    43 mins
  • Kelly Partners, interest rates, Tesla’s value & Drew’s spicy take on Platinum
    Jul 11 2025
    In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Kelly Partners’ controversial share placement without disclosure – Interest rate expectations in Australia, the US and Europe – A hands-on Tesla valuation (with a lot of laughs) – Platinum Asset Management’s surprise merger If you love learning about company analysis, valuations and global investing trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Chapters (approximate) 00:00 Introduction 00:56 Kelly Partners: Buy, Hold, Sell? 02:52 Share Placement Without Shareholder Approval 07:18 Interest Rate Decision 11:28 Fake Porfolio Updates 19:07 Buffett's 3 Biggest Shareholdings 21:55 Crypto: Buy, Hold, Sell? 27:22 Origin Energy, Octopus & Kraken 31:36 Australian Office Leases 39:43 Platinum & L1 Binding Merger Terms 41:45 Rapid Fire: Buy, Hold, Sell? 48:00 MCGG Down 15% 53:05 Where To Invest My Money Short Term? 54:19 Low-Cost SMSFs: What’s the Catch? 59:49 Equity Mates Acquired 01:01:09 Drew's Dad Joke Topics Covered – Kelly Partners’ undisclosed share issuance and what Section 6D.2 really means – Where interest rates are heading globally & the RBA’s next moves – Tesla valuation: is 100x PE crazy or justified for Elon’s empire? – Platinum Asset Management’s merger with L1 Capital: good, bad, or desperate? – Bonus: Origin, Energy One & Drew’s real estate incentive breakdown Resources for This Episode ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest Disclaimer This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 hr and 3 mins
  • Why active fixed income may beat passive: Kanish Chugh (PIMCO) [Part 1/2]
    Jul 9 2025
    In this Australian Investors Podcast episode, your hosts Owen Rask and Kanish Chugh from PIMCO discuss part 1/2 on active income vs passive income: – Why passive bond ETFs may underperform in volatile markets – What active fixed income managers do differently – How PIMCO builds its bond portfolios and manages risk – Why Aussie investors are shifting towards active fixed income strategies If you love learning about fixed income, bonds and investing strategies, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!** Follow us on Instagram and TikTok for more investing insights. – The flaws in fixed income indices and why passive may be suboptimal – PIMCO’s approach to security selection and credit analysis – SPIVA data showing active outperformance in fixed income – How active bond funds manage risk, duration and credit exposure – Why Aussie investors should look beyond passive bond ETFs – How to evaluate a fixed income fund manager 📄 Learn more about fixed income strategies: – Check out PIMCO's bond ETF PAUS: https://www.pimco.com/au/en/investments/etf/pimco-australian-bond-fund/ausetf-aud – See PIMCO's Global Bond Fund: https://www.pimco.com/au/en/investments/managed-fund/pimco-global-bond-fund/wholesale-aud – Find PIMCO's Income Fund: https://www.pimco.com/au/en/investments/managed-fund/pimco-income-fund/wholesale-aud – Learn with our FREE Value Investor Program: https://education.rask.com.au/cart/?add-to-cart=44163 ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. Topics CoveredResources for This EpisodeDISCLAIMER Learn more about your ad choices. Visit megaphone.fm/adchoices
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    36 mins