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
    Show More Show Less
    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
    Show More Show Less
    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
    Show More Show Less
    43 mins
  • How to invest in private equity halfway through the funds life

    How to invest in private equity halfway through the funds life
    Nov 12 2025
    In this Australian Investors Podcast episode, host Mitchell Sneddon is joined by Eric Foran from Coller Capital, one of the world’s largest and longest-standing investors in private equity secondaries. Mitch first visited the Coller Capital team in New York, and when he heard Eric was visiting Australia, he grabbed the chance to bring him on the show. Secondaries might be a new term to many investors, but once you hear how they work, it makes complete sense. Rather than investing at the start of a private equity fund, Coller steps in halfway through — buying interests in funds or assets that are already operating, and providing liquidity to investors who want to exit early. Coller pioneered this market and now manages over $40 billion globally. With $200 billion in annual deal flow and increasing demand for liquidity, Eric explains why he believes this market is just getting started. So, join us for a deep dive into the booming private equity secondaries market with Eric Foran from Coller Capital, where we discuss: – How the private equity secondaries market works – Why this market now exceeds $200 billion and is still growing – The return profile and discount opportunities in secondaries – How Coller Capital builds its portfolio and evaluates deals If you love learning about private equity and alternative assets, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Resources for This Episode - Learn more about private equity secondaries - Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show More Show Less
    46 mins
  • Shopify, YouTube, AI & Instagram: how to invest in digital businesses, ft Flippa CEO Blake Hutchison

    Shopify, YouTube, AI & Instagram: how to invest in digital businesses, ft Flippa CEO Blake Hutchison
    Nov 10 2025
    In this Australian Investors Podcast episode, your host Owen Rask chats with Blake Hutchison, CEO of Flippa, about: – How Flippa became the world’s largest marketplace for digital businesses – Why investors are flocking to Shopify, YouTube, and AI-driven businesses – The infrastructure behind small business M&A in the digital age – What it takes to successfully buy or sell an online business If you love learning about digital businesses, private markets, and modern investing opportunities, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Blake Hutchison’s career journey from Lonely Planet and Zero to Flippa – How Flippa helps entrepreneurs buy and sell digital businesses globally – The most in-demand assets: Shopify, YouTube, and AI businesses – Why digital businesses trade at lower multiples than public companies – How Flippa solves the “cold start problem” in marketplaces – Deal flow, matching technology, and AI in small business M&A – Examples of entrepreneurs and strategic buyers using Flippa – Blake’s advice to his younger self on career and growth Resources for this episode 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
    Show More Show Less
    45 mins
  • Mike Kemp on AI investing, staying the course & buying into KFC [Throwback]

    Mike Kemp on AI investing, staying the course & buying into KFC [Throwback]
    Nov 7 2025
    Michael "Mike" Kemp is a multiple-time author, super-successful private investor, former dentist, student of history and former analyst at Barefoot Investor. This podcast is the extended version of what's already appeared on The Australian Finance Podcast. It was also FILMED. In this special episode, Mike Kemp joins Owen Rask and Kate Campbell for a discussion about history, the future, human nature, his investment process, economics and living a life of purpose. VIDEO VERSION: https://youtu.be/u_oH7AU0DyU Episode resources: Mike's Book: ⁠The Ulysses Contract⁠ (Booktopia) ⁠Devil Take the Hindmost: A History of Financial Speculation⁠ ⁠Thinking Fast and Slow⁠ ⁠The Psychology of Money: Timeless lessons on wealth, greed, and happiness 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
    Show More Show Less
    1 hr and 21 mins
  • The best opportunity in 20 years? PIMCO's Rob Mead on bond investing, timing & market conditions

    The best opportunity in 20 years? PIMCO's Rob Mead on bond investing, timing & market conditions
    Nov 5 2025
    In this Australian Investors Podcast episode your host, Owen Rask, chats with PIMCO portfolio manager Rob Mead on how fixed income / bond investing works, why timing matters and reasons to invest right now. If you like ETF investing, bonds, passive income, managed funds, or the stock market in general, here's what you'll get: - Rob's lessons from 20 years in bonds- Does timing matter? - Why 95% of a bond's return is the starting point - How to understand the 'yield curve' and maturities - Does Rob think now is the best time to invest in 20 years? - PIMCO's new EARN ETF and what it doesIf you like this Australian Investors Podcast episode on ETF investing, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.This podcast is proudly sponsored by PIMCO. Who is Rob Mead? Robert Mead is a managing director in the PIMCO Sydney office and co-head of Asia-Pacific portfolio management. Previously, he was an executive vice president of the PIMCO Group, based between Munich and London. Prior to joining PIMCO in 2003, he was a managing director and head of European fixed income at Citigroup Asset Management based between London and New York.He has 36 years of investment experience and holds an undergraduate degree from University of Technology, Sydney, and a graduate diploma in applied finance and investments from the Securities Institute of Australia. Episode Resources - View PIMCO ETFs - Episode with PIMCO's Kanish Chugh on Active v Passive - PIMCO's Aaditya Thakur on Aussie bonds and what an FI manager actually does - Ask a question (select the Investors podcast) Show Partner Resources - 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) #bondinvesting #investing #ETFs Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show More Show Less
    28 mins
  • ETF foundations & are we in an ETF bubble?

    ETF foundations & are we in an ETF bubble?
    Nov 3 2025
    In this Australian Investors Podcast episode, Owen Rask chats with Global X ETFs portfolio manager Jess Leung about the essentials of investing in ETFs, the risks of ETFs and how ETFs work. If you like ETF investing, or the stock market in general, here's what you'll get: - ETFs 101 - How ETFs work - The different parties involved: market makers, ETF providers and investors - Risks of ETFs - 3 things to do before investing in an ETF - Are ETFs in a bubble? If you like this Australian Investors Podcast episode on ETF investing, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. This podcast is proudly sponsored by Global X. Resources for this episode Jess Leung's $100,000 portfolio episode Global X ETFs list 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
    Show More Show Less
    37 mins