Episodes

  • Why private companies staying private should worry you

    Why private companies staying private should worry you
    Jun 13 2025
    In this Australian Investors Podcast episode, your hosts Drew Meredith and Owen Rask discuss: - Private companies avoiding the ASX - Why more capital is flowing to private equity - How retail investors can access private opportunities - Position sizing, risk, and long-term investing If you love learning about private markets and long-term 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 companies are staying private longer than ever - The rise of private equity and its effect on markets - How investors can think about accessing private deals - Portfolio construction lessons & position sizing strategies ~~ 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 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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    45 mins
  • How investors can profit from the AI value chain, with Billy from Global X

    How investors can profit from the AI value chain, with Billy from Global X
    Jun 11 2025
    In this Australian Investors Podcast episode, your hosts Owen Rask and Billy from Global X discuss: - The full AI value chain - from hardware to monetisation - Why investing in AI isn’t just about chips anymore - Real-world robotics and automation examples from China - How investors can access AI through ETFs If you love learning about AI, technology investing, and thematic ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered - Breaking down the AI value chain: hardware, infrastructure, and software - Real-world robotics: UBTech’s humanoid robots in EV factories - Why infrastructure and monetisation are the next big frontiers - How ETFs like AINF and GXAI give investors AI exposure 📄 Learn more about AI investing & Global X ETFs: AINF ETF (Artificial Intelligence & Big Data) GXAI ETF (Global X Artificial Intelligence) Explore Global X's Thematic ETFs ~~ 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.investTikTok: @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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    32 mins
  • Gold at all-time highs: can the bull run continue?

    Gold at all-time highs: can the bull run continue?
    Jun 9 2025
    In this Australian Investors Podcast episode, your host Mitchell Sneddon speaks with Jordan Eliseo, General Manager at ABC Bullion, to discuss: - How ABC Bullion operates & how it makes money - Why gold is booming in 2025 despite being at record highs - Physical gold vs gold ETFs: storage, costs & investor motivations - The practicality of bullion ownership for SMSFs & individual investors If you love learning about precious metals and portfolio diversification, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered - What ABC Bullion Does & How It Makes Money - Gold’s Recent Performance & Investor Sentiment - Bullion Storage Options & Costs - Physical Gold vs Gold ETFs: Cost, Security, Liquidity - SMSFs & Strategic Gold Allocation - Client Trends: Who Is Buying Gold Today? - Final Thoughts & How to Learn More Resources for this episode: - Ask a question (select the Investors podcast): https://bit.ly/R-quest ~~ 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 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 #Gold #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices
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    38 mins
  • Is stock picking dead? Why ETFs are winning in 2025

    Is stock picking dead? Why ETFs are winning in 2025
    Jun 6 2025
    In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Australia’s ETF market surging to $300B in FUM – Sharp drops in Tesla and NVIDIA, and the impact on fake portfolios – Portfolio rebalancing lessons: when to top up, when to review – Why position sizing is the unsung hero of good investing If you love learning about ETFs, stock picking, and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Portfolio Performance Overview – What's going on with NVIDIA? – Merger Insights – Solpatz and Brickworks – The Allure of Stock Picking – AI's Impact on Investing – Owen's Crazy Idea – Public vs Private Markets – The Future of Active Management – Drew's Two Asset Class Picks – Be More Like Warren Buffet or Charlie Munger? – Bridging the Gender Gap in Investing ~~ 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 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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    53 mins
  • From Shanghai to Sydney: Jun Bei Liu on long/short investing and building Ten Cap

    From Shanghai to Sydney: Jun Bei Liu on long/short investing and building Ten Cap
    Jun 4 2025
    In this Australian Investors Podcast episode, your host Owen Rask speaks with Jun Bei Liu, founder and CIO of Ten Cap, about: - Her early life, career shift and rise in funds management - Launching and managing a $1.5 billion long/short strategy - What makes Ten Cap different in Australia’s funds landscape - How she identifies both long and short opportunities If you love learning about portfolio construction, Australian equities, and investing with purpose, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. - From Shanghai to Australia: how Jun Bei’s upbringing shaped her - Learning English & becoming a voracious learner - Falling in love with investing and starting at Your Money Weekly - Taking over the Tribeca Alpha Plus fund - Building trust with clients and growing the fund - The philosophy behind long/short investing - Portfolio construction: mega sector buckets and risk limits - Why management teams and business models matter most - Building Ten Cap and setting a new standard in fund management - Advice for young professionals and her message to her younger self 📄 Learn more about Ten Cap and Jun Bei Liu: - Ten Cap official website ~~ 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    44 mins
  • Why small cap managers could thrive again – Steve Johnson (Forager)

    Why small cap managers could thrive again – Steve Johnson (Forager)
    Jun 2 2025
    In this Australian Investors Podcast episode, your host Mitchell Sneddon speaks with Forager Funds’ Steve Johnson to explore: - Why small cap managers might have a structural edge again - The limitations of ETFs and super funds in small cap investing - Forager’s approach to portfolio changes during market volatility - Steve’s personal reflections on staying sane and strategic amid uncertainty If you love learning about small cap 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 small caps are becoming inefficient again - The passive investing boom and its unintended side effects - Portfolio changes driven by valuation vs. macro risks - How Steve thinks about mental resilience as a fund manager Resources for This Episode - Ask a question (select the Investors podcast): https://bit.ly/R-quest ~~ 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 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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    58 mins
  • NVIDIA is flying, Drew takes the lead & private investment companies

    NVIDIA is flying, Drew takes the lead & private investment companies
    May 30 2025
    In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – What the recent market pullback really means – and why it’s not the GFC – What their $10,000 “fake portfolios” reveal about volatility and investor psychology – The importance of position sizing and diversification in your investment strategy – Why Tesla made headlines again – and the Trump effect on sentiment If you love learning about ETFs, stock picking and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered – Is this 10% pullback just noise or something more? – Why holding 100% cash can backfire in a diversified strategy – What Drew and Owen learned from their portfolios’ worst performers – Tesla, Trump and sentiment: how much does narrative matter? – Rebalancing, position sizing and building real conviction Resources for this episode Ask a question - Select the Investor Podcast – https://bit.ly/R-quest ~~ 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 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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    56 mins
  • Identifying ASX small cap inflection points

    Identifying ASX small cap inflection points
    May 28 2025
    In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards from Seneca Financial Solutions to discuss: - How the Seneca Small Companies Fund outperformed by 25% - Why inflection points in profitability drive returns - The role of consistency, speed, and process in investing - Breakdowns of stocks like Catapult, MMA Offshore & AFG If you love learning about small cap investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. - Welcome & introduction - The Seneca process: consistency & conviction - Outperformance explained: inflecting profits & operating leverage - Attribution analysis: where returns came from - Catapult: from basket case to cash cow - Sports tech, pricing power & predictive analytics - Portfolio construction: misfit toys & asymmetric bets - Closing thoughts & key lessons 📄 Learn More About Small Cap Strategy & Seneca: - Good Research (save 10% with coupon "OWEN") – https://goodresearch.com.au/ - Seneca Small Companies Fund – https://senecafs.com.au/investment-products/ - Email Luke to invest – lukel@senecafs.com.au - Ben’s previous Rask episode – Watch here - Luke’s previous Rask episode – Watch here ~~ 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    49 mins