Discover the good the bad and the ugly from ASX reporting season 2025 including CSL (ASX:CSL) Woolworths (ASX:WOW) Commonwealth Bank (ASX:CBA) and more In this Australian Investors Podcast episode, your hosts Owen Rask and the Seneca team discuss: – The standout winners of ASX reporting season – The laggards that disappointed investors – Key small and mid-cap opportunities – Why valuation and timing matter more than ever If you love learning about investing in Australian shares, subscribe to the Australian Investors Podcast on [Apple](https://podcasts.apple.com/au/podcast/australian-investors-podcast/id1414707038), [Spotify](https://open.spotify.com/show/6RhitW2pBXlhKnXPVFF5Ok), or [YouTube](https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA)! Follow us on [Instagram](https://www.instagram.com/rask.invest/) and [TikTok](https://www.tiktok.com/@rask.invest) for more investing insights. Topics Covered – The “good” companies delivering strong results (e.g. software and gold producers) – The “bad” disappointments from CSL, Woolworths, and CBA – The “ugly” challenges for sectors like healthcare and retail – Listener Q&A including ethical investing, deep sea mining, and small-cap ideas Episode Resources: - Seneca Small Cap fund - Good Research (register interest for subscription) - Visit TermPlus to learn more 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](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. 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

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith, CFP discuss: – Endeavour Group (ASX:EDV): is it a buy, sell or hold? – Oracle’s explosive AI growth and $455 billion in RPOs – What Australia’s biggest super funds are buying — and avoiding – How to value great businesses like Westfarmers, JB Hi-Fi, and Soul Patts If you love learning about investing, super, stock research and market trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Topics Covered – Oracle’s massive $455 billion AI backlog and why the stock could be underappreciated – Endeavour Group’s valuation: cheap for a reason? Pokies, pubs, and no tech stack – Australia’s biggest super funds — why some balances are lower than you'd think – Stock picking, valuation gaps, and long-term business quality Resources for This Episode - Visit TermPlus to learn more - Tikr 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

In this Australian Investors Podcast episode, your host Owen Rask sits down with Alex Zaika, CEO of Global X ETFs Australia, to explore his fascinating career journey and the rapid rise of Global X. They cover: – Alex’s unconventional path from teaching to finance – How Global X grew to $12 billion AUM in just 10 months – The evolution and adoption of ETFs in Australia – Why digital advice and education are the next frontiers for investors If you love learning about ETFs, investing, and leadership, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!** Follow us on Instagram and TikTok for more investing insights. Topics Covered – Alex’s journey from aspiring volleyballer to finance professional – The culture, leadership, and rapid expansion of Global X ETFs – ETF adoption in Australia and future growth opportunities – Digital advice, investor education, and the power of research-driven products – Final career and money lessons Alex would share with his younger self Resources for This Episode Global X Dragon ETF: https://www.globalxetfs.com.au/funds/drgn/ Alex Zaika LinkedIn: au.linkedin.com/in/alex-zaika-caia-a1a85612 Visit TermPlus to learn more Ask a question – just 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 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask is joined by Ben Richards and Luke Larratt (Seneca) to discuss: – RPM Global’s proposed sale and why strategic buyers like Caterpillar can pay more than private equity – How to spot real edge (analyst coverage, management alignment, index inclusion, data rooms) – Defence‑stock hype: DroneShield and Elsight vs business fundamentals – Listener Q&A on Smart Parking, Chrysos and Objective Corp If you love learning about ASX investing and takeovers, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. ~~Topics Covered~~ – RPM Global (ASX:RUL): thesis to (likely) takeover, valuation vs strategic value, and what we learned– Why low broker coverage and founder/insider alignment can be real signals– Defence thematics vs businesses: DroneShield (ASX:DRO) & Elsight (ASX: ELS)– Merger arb: when 5–10% isn’t worth it (and when it might be)– Quick takes: Smart Parking (ASX:SPZ), Chrysos (ASX:C79) and Objective Corp (ASX:OCL)– Emerging markets exposure via Seneca Global Equity SMA– Final thoughts: process over punts, portfolio construction, patience ~~Resources for This Episode~~ - Seneca Small Cap fund - Good Research (register interest for subscription) ~~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

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Why gold is rallying and its role in portfolios – Whether Google (Alphabet) is undervalued in 2025 – If Endeavour Group (ASX:EDV) is a buy, hold or sell – The sharp ratio and building risk-adjusted portfolios If you love learning about shares, ETFs, 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 – Biggest winners and losers in 2025 so far – Google, gold, Endeavour Group, CSL and more – Building portfolios for retirees and risk-adjusted returns – Final thoughts on ETFs, emerging markets and tax considerations Resources for This Episode 📄 Learn more about today’s topics: – Ticker Terminal: https://ticker.com/rask- Visit TermPlus to learn more 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask speaks with Adam Myers of Pengana Capital Group and discusses: – Pengana Capital’s evolution and focus on private markets – The rise of private credit & why it matters to investors – How Pengana is transforming PIA into a hybrid equity-credit income vehicle – Listed investment trust structures, liquidity, and Pengana’s NAV redemption innovation If you love learning about private markets, income investing and listed investment strategies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Adam’s background from derivatives trader to private market advocate – What is private credit and how it differs from traditional listed debt– The PIA transformation: blending private credit with international equities – How Pengana's NAV redemption structure anchors liquidity for investors – Target yield uplift, risk management & Pengana’s unique portfolio construction ~~ Episode Resources ~~ Visit TermPlus to learn more PIA landing page & webinar ~~ 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask & Drew Meredith discuss: – RPMGlobal takeover talk and why the market moved – WiseTech’s growth and Owen’s $10k ASX top-10 bet – Reporting season: Woolworths vs Wesfarmers, Qantas’ profit and debt – Investor mindsets: recency bias, options, private credit and practical ETF liquidity If you love learning about long-term investing, Aussie equities and ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – RPMGlobal (ASX:RUL): trading halt, takeover rumours and what the software really does for miners – WiseTech (ASX:WTC): growth runway, valuation vs earnings power and the ASX top-10 wager – Reporting season: Woolworths’ dividend cut, Wesfarmers’ mix, healthcare laggards, Qantas’ record profit and debt path – Final thoughts & how to learn more: distributions vs dividends, options’ hidden costs, private credit risks, bullion as a hedge, ETF liquidity and market makers Chapters (approximate) (00:00) Introduction (01:48) Market Trends and High Frequency Trading Signals (03:54) Company Performance and Takeover Rumors (06:08) Investing Strategies and Market Corrections (08:25) Behavioral Finance and Investor Confidence (10:39) Long-term Market Returns and Expectations (11:46) Recent Company Earnings Reports (18:33) Sector Performance and Investment Opportunities (24:25) Qantas and Airline Industry Insights (27:42) Air Travel Anecdotes and Market Insights (29:26) Qantas Financial Performance and Debt Management (32:40) Understanding Dividend Yields vs. Distribution Yields (34:41) Nvidia's Earnings Report and Market Reactions (37:28) The Complexity of Options Trading (40:16) The Humility Curve in Investing (42:29) Private Credit: Risks and Opportunities (44:53) Rapid Fire Stock Recommendations (47:51) Audience Questions and Engagement (53:40) Drew's Dad Joke Resources for This Episode – Visit TermPlus to learn more 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

In this Australian Investors Podcast episode, your host Mitchell Sneddon discusses: – Why a specialised gold fund makes sense in the passive/AI era – Gold’s demand drivers, especially central banks and ETFs – How supply responds in phases and why that can steepen the cost curve – A practical checklist for picking quality, cash-generating gold miners If you love learning about commodities, gold and resources 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 gold still plays a “store of wealth” role and why central banks matter – The three-phase supply response and what it means for price – A 5-point miner checklist: asset quality, jurisdiction, balance sheet, responsibility, edge – Final thoughts: portfolio sizing (bullion vs miners), cycles and when to walk away Chapters (approximate) (00:00) Introduction (01:55) Why Roscoe Established a Gold Fund (04:10) Why Gold? (08:21) What Would Stop Central Banks From Buying (09:44) Why Roscoe Is Bullish (11:59) Does Roscoe Specifically Invest in the Commodity Gold? (14:06) Business Life Stages (16:09) What Makes a Good and Bad Miner (22:56) Does Roscoe Visit The Places? (24:19) What Does Roscoe Ask Management? (27:05) How Many Gold Miners Are In the Investable Universe (29:17) Why Not Gold ETFs? (33:42) Where Are We In The Cycle? (40:44) What Would Make Roscoe Decide To Close It (43:30) Leigh's Favourite Investors Resources for This Episode – Ask a question – just select the Investors Podcast 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

Warren Buffett is stepping back after 60 years at Berkshire Hathaway. In this Australian Investors Podcast episode, Owen Rask explores Buffett’s $1.2 trillion portfolio, breaking down his top holdings — Apple, American Express and Coca-Cola — using TIKR. Plus: Buffett’s 4 rules for picking winning businesses, and what you can learn from his success. In this Australian Investors Podcast episode, your host Owen Rask breaks down: – Warren Buffett’s top 3 shareholdings: Apple, Amex & Coca-Cola – How Buffett thinks about valuation — and why he’s selling some Apple stock – The 4 timeless rules Buffett laid out in 1977 – Live valuations using TIKR – What makes a “wonderful business” – Why most of Buffett’s wealth came after age 60 If you love learning about long-term investing, business quality and valuation, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Why Warren Buffett is stepping back — and what it means for investors – Apple: Buffett’s biggest holding… but he’s selling – Live valuation using TIKR: is Apple overvalued? – Buffett’s 4 investment rules from 1977 – Why Coca-Cola and Amex remain long-term winners – GEICO, See’s Candy and Buffett’s shift from value to quality – How Buffett made 99% of his wealth after turning 60 – The power of patience and compounding – How to track guru portfolios using 13F filings – How to use TIKR for fundamental valuation in minutes Resources for This Episode – TIKR ~~ 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 #Buffett #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this 2 Sense episode of The Australian Investors Podcast, Drew Meredith and Owen Rask break down CSL’s 17% one-day drop, whether CBA’s dividend yield is a ‘chart crime’, and what’s happening to their $10k fake portfolios. Plus: mid cap Aussie stocks trying to go big and how to think about concentrated holdings. In this 2 Sense episode of the Australian Investors Podcast, your hosts Owen Rask and Drew Meredith, CFP®, break down: – CSL’s shocking 17% share price drop – The case for or against CBA’s yield – How their fake $10k portfolios are holding up – Why it’s so hard for mid caps to grow into top 20 stocks If you enjoy hearing long-term investing insights with a dose of Aussie humour, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for short, sharp investing lessons. Topics Covered – CSL’s 17% crash — how did it happen? – CBA’s dividend yield: genuine decline or “chart crime”? – Updates on the $10k fake portfolio challenge: who’s up, who’s hurting? – Are mid caps still breaking through to ASX 100/20? – The difference between winners and compounders – Position sizing: what to do when one stock gets too big – The long arc of US vs China power, and what it means for portfolios – How currency moves help Aussie investors (sometimes) ~~ 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. #2Sense #CSL #CBA #AustralianInvestorsPodcast #InvestingAustralia Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Leigh Gant discuss: – How Leigh transitioned from fitness businesses to investing in private companies – What makes a business worth buying and what can go wrong – How Australians can get started in private market investing – Lessons learned from his first 12 months as a business buyer Join the conversation about private companies: https://community.rask.com.au/c/investing/buying-private-companies-is-f-ing-hard If you love learning about private equity and small business investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Leigh’s journey from gym owner to investor – Buying a private business vs. starting from scratch – Key lessons learned from operating a business post-acquisition – What no one tells you about vendor financing, due diligence, and being “on the tools” Resources for This Episode – Leigh's LinkedIn Chapters (approximate) (00:00) Introduction (01:38) Getting to Know Leigh (09:02) Leigh's Inspiration to Choose Private Markets (13:24) Where to Start (16:11) Range of Capital Needed to Plan The Space (19:52) Is $100k Enough to Start? (21:44) What Leigh Was Doing in Due Diligence Phase (25:09) Small & Medium Business Stats (29:08) Next Step (IM) (31:00) Documents Leigh Looked At (32:57) Tax Structures (33:57) Loans (39:27) Valuations (42:31) How Did The Business Go? (51:56) More Resources ~~ 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 #PrivateEquity #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Australian Investors Podcast, your hosts Owen Rask, Luke Laretive and Ben Richards discuss: – Seneca’s fee model & why they avoid management fees – What worked last reporting season and why – The idea of “inflecting profitability” and current examples like Qoria – Infomedia (IFM) takeover, reporting season expectations & how to spot opportunity early If you love learning about small and mid cap ASX shares, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – How Seneca’s “zero management fee” model works and why it aligns with investors – Inflecting profitability: what it means and examples in this reporting season – The case for Qoria (QOR) and how its turnaround is surprising investors – Infomedia (IFM): why Seneca owned it before the takeover – Trading small caps: liquidity, deal execution, and “breaking your way out of a bag” – How to spot reporting season alpha before results hit – Gold exploration, tech profitability & sentiment turning points – Thoughts on other companies: SiteMinder (SDR), EROAD (ERD), Antipa (AZY) – Final thoughts on what won’t work this reporting season Resources for This Episode – Seneca website: https://www.senecafs.com.au/ ~~ 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

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith dive into ASX reporting season news from Pro Medicus Ltd (ASX: PME) and JB HiFi Limited (ASX: JBH) and answer your questions. If you love learning about smart portfolio management and staying invested through the cycle, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Is CSL a buy after recent price weakness? – Responding to financial media fear headlines – What falling AUD means for overseas ETFs – How super contributions are “timed” in falling markets – Dividend reinvestment plans – yay or nay? – How to think about rebalancing portfolios during market corrections – Is two ETFs enough for diversification? – How advisers project manage debt recycling 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 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

In this Australian Investors Podcast episode, your host Mitchell Sneddon discusses with guest Stephen Darke: – What Navigator Global Investments (ASX: NGI) actually does – How NGI earns revenue by backing hedge funds & private market firms – Why NGI believes the market is undervaluing its portfolio – How Stephen Darke thinks about manager selection, fees & long-term capital allocation If you love learning about listed investment businesses and alternative investing, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!** Follow us on Instagram and TikTok for more investing insights. Topics Covered: – Navigator’s unique investment model and how it earns revenue – Why hedge fund strategies can be sticky and valuable in volatile markets – How NGI identifies and partners with elite alternative managers – Why Stephen Darke believes NGI is misunderstood and undervalued by the ASX – Final thoughts on performance fees, capital lockups and the growth vision for NGI ~~ 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Four common retirement mistakes (and how to avoid them) – Elon Musk’s $30 billion Tesla bonus – Multiple stocks, ETFs & one unlisted company on our radar – Listener questions on LaserBond, leveraged ETFs & micro-investing apps Chapters (approximate) (00:00) Introduction (01:56) Drew's Big Mistakes (02:54) 4 Retirement Mistakes (05:15) Owen's New Tesla (09:28) Drew's Four Investment Ideas (17:22) Who Are The Richest People? (20:05) Owen's Two Investment Ideas (24:09) LaserBond Limited (ASX:LBL) (32:40) Fake Portfolio Updates (39:09) Global X (A300) (41:22) ASX's TPG Bungle (47:08) Geared Index Funds (55:04) How to Buy Shares on Interactive Brokers (56:12) Buy, Hold or Sell? (57:16) Round-up Investing (1:00:24) Drew's Dad Joke If you love learning about long-term investing, superannuation and stock market strategies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Retirement spending patterns and why they change – The “I + G = TR” rule for total return in retirement – Why not starting a pension could cost you thousands – Elon Musk’s $30b Tesla option package – fair reward or too much? – Drew’s watchlist: Palantir, QUS ETF, Tesla & Storypark (unlisted) – Owen’s watchlist: Intuitive Surgical, Costco & Macquarie Group – Small-cap spotlight: LaserBond (LBL) and its surface engineering tech – Leveraged ETFs – when they can work, and the risks – Micro-investing apps like Raiz – fees, features & when to use them Resources for This Episode – Ask a question – just select the Investors Podcast ~~ 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

In this Australian Investors Podcast episode, your host Mitchell Sneddon discusses: – India’s demographic edge and economic growth – The digital transformation (Aadhaar, JAM Trinity) and infrastructure boom – The rise of local Indian investors and the impact of SIPs – Why active investing beats passive in India’s complex market If you love learning about global investing and emerging markets, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. – India Avenue ~~ 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 #India #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Drew Meredith and Mitchell Sneddon react to a 10% global market pullback, break down Trump’s new tariff moves, dive into Bapcor’s 30% share price crash, and talk through portfolio resilience, investor psychology, and listener questions on DRPs, super, and tactical rebalancing. In this Australian Investors Podcast episode, your hosts Drew Meredith and Mitchell Sneddon discuss: – Trump’s new round of tariffs and trade war risks – How to manage portfolios in a falling market – Bapcor’s 30% share price crash & turnaround potential – Drew’s client strategy and Mitchell’s ETF reflections Chapters (approximate) (00:00) Introduction (03:51) Tariffs and Market Reactions (07:32) Wattle Portfolios General Exposure (11:18) US Federal Reserve and Interest Rates (13:59) Where Was Drew on July 2nd? (15:45) NAB CEO Called Out (20:44) WiseTech's New CEO (24:14) Bapcor Stock Tanked (30:40) Drew's Rejected Episode Ideas (34:06) The Challenges of Active Management (40:01) Our Favourite GYG Orders (42:00) Thoughts on GYG (45:39) Active vs. Passive Management (52:21) Fake Portfolio Updates (52:59) Rapid Fire Questions for Drew If you love learning about 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 – Trump’s tariffs on South Korea, India & Brazil: investor implications – Waddle’s approach to portfolio risk, diversification & hedging – Bapcor’s 30% crash: write-downs, Bunnings competition & a turnaround series idea – NAB CEO wine-gate and executive behaviour in the age of scrutiny – WiseTech’s unusual CEO transition & governance flags – Listener Q&A: DRPs, ETF allocation, and rebalancing winners vs losers – Guzman y Gomez analysis: growth vs valuation, is it too spicy? – Magellan & falling knives: what Mitchell & Drew regret buying – Portfolio leaderboard update & Drew’s bagel-based spice test Resources for This Episode – Nobody's Fool by Harlan Coben – Ask a question – just select the Investors Podcast ~~ 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

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

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

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