Episodios
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In this episode of Rask Invest LIVE, your host Owen Rask, Chief Investment Officer of Rask Invest, will be joined for our "2 Sense" installment of Rask Invest LIVE x Australian Investors Podcast.
Owen and Drew are joined by Jamie Nemtsas, fellow financial adviser and director at Wattle Partners, to:
Answer your questions
Dive deep into ETF investing
Share our best lesson of 2024
One bold forecast for 2025, and
Enjoy a unique tasting plate by Drew!
~~ 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
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Welcome to Rask's 2024 Year in Review. This episode features snippets from an Olympian, Therapist, CEO, Influencers, Authors, Founders and more!
Episodes to watch next (in order of first appearance in the Review):
John Addis, leukaemia and dealing with uncertainty: https://www.raskmedia.com.au/2024/10/07/john-addis-book-how-not-to-lose-1-million/
Grant Hackett, bad times don’t last forever: https://www.youtube.com/watch?v=JLoIKV68-hw
Marie Verkakis (to be released), therapist: https://youtu.be/f6EH6yHzzes
Dave Gow, early retirement & looking inward: https://www.youtube.com/watch?v=UjoGibsgPG0
Tim Duggan, working less: https://www.youtube.com/watch?v=kzk7toGCycQ
Brian Hartzer, coaching kids: https://www.youtube.com/watch?v=xaFC9Pp2DPM
Qiao Ma (to be released), Lehman lessons & killer companies: https://youtu.be/xh2D5FAR1mA
Angus Donohoo, Crypto Gandi: https://www.raskmedia.com.au/2024/10/02/angus-donohoo-dating-apps/
Joe Aston, journalist & power abuse: https://youtu.be/Vu6FFGcsUBU
Phil Lowe, former RBA governor: https://www.raskmedia.com.au/2024/11/27/phil-lowe-caroline-gurney-investing-on-purpose/
Paul Clitheroe, bullish on Australia: https://www.youtube.com/watch?v=AikPhtqJf48
Alec Rehehan, questions: https://www.youtube.com/watch?v=5mmCDdqV_xU
Mike Kemp, market history: https://podcasts.apple.com/gb/podcast/how-to-actually-grow-wealthy-ft-mike-kemp-live-replay/id1414707038?i=1000646198287
Todd Barlow, portfolio management: https://www.raskmedia.com.au/2024/09/18/washington-h-soul-pattinson-co-ltd-asxsol-invest-ceo-todd-barlow/
~~ 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
Learn more about your ad choices. Visit megaphone.fm/adchoices -
¿Faltan episodios?
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Steve Johnson, CFA joins Owen Rask to dive deep into the beaten-down ASX play, EML Payments (ASX: EML) and recaps his thesis on Catapult Group (ASX: CAT).
Steve Johnson is the founder and Chief Investment Officer of Forager Funds Management in Sydney and one of the most honest, genuine and thoughtful investors in Australia.
Book a Forager investing call with Steve: http://bit.ly/49lZ2Xa
Note before booking: spaces are STRICTLY LIMITED and for genuine investors only. You can use this time with Steve to discuss his portfolio allocations, funds management and how to invest with Forager.
~~ Stocks covered ~~
EML Payments Ltd (ASX: EML)
Catapult Group International Ltd (ASX: CAT)
~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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
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On this Australian Investors Podcast episode, you're in for a treat. Though he might have lost the 2024 stock picking challenge (by 70%), against Owen Rask, Dr Andrew Deremith, ESQ, is back again to bet on an ASX-listed funds management stock.
Owen picked Magellan last year (+35%). Drew picked Platinum (down ~35%).
But this year, Drew is going "double or nothing" and picking Perpetual - Owen is sticking with Magellan.
Topics covered in today's episode:
Magellan/Owen wins, Platinum/Drew loses
Perpetual's massive tax bill
Do you invest in China?
How to invest at retirement
Can property investing be ethical?
Stocks to win from AUD
What to do with your stock news over Christmas
Resources for this episode:
Ask a question & submit stocks/ETFs
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
Financial Planning: https://bit.ly/R-plan
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 -
In this Australian Investors Podcast episode, Owen Rask sits down with Global X's Billy Leung to explore:
What the Trump election plus Fed rate cuts mean to us
Can US exceptionalism continue?
Is the US market too expensive?
How do you position a portfolio for uncertainty in the US?
Is stagflation a looming problem?
Billy's strong case for cybersecurity
Fund in focus: Global X BUGG ETF (ASX: BUGG): https://www.globalxetfs.com.au/funds/bugg/
Global X is a long-term sponsor of The Australian Investors Podcast.
~~ 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
Learn more about your ad choices. Visit megaphone.fm/adchoices -
In this Australian Investors Podcast episode your host Owen Rask speak with Doug Morris, the CEO of Sharesight, to discuss the most traded stocks and ETFs in Australia, where AI could take your investing and the most popular brokers.
Topics covered today:
The rise of ETF investing
20 most traded ASX shares & ETFs
Investor trends of 2024
Most popular share brokers in Australia
Doug's one bold forecast for 2030
Most traded shares blog post:
https://www.sharesight.com/blog/top-trades-australian-sharesight-users-october-2024
~~ 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
Learn more about your ad choices. Visit megaphone.fm/adchoices -
On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk:
- Drew is planning to buy TWO Teslas
- Is the stock market too expensive?
- Would you buy stocks today?
- Zip Co (ASX: ZIP) and Pro Medicus (ASX: PME) founders sell down
- How Drew outperforms
- Is 0.5% too much for Super fees?
- I want to gift my son $500 of shares
- Birchal's crowd-funding - good idea?
- Coming soon! 3 Fake portfolios!
Resources for this episode:
Ask a question & submit stocks/ETFs
Tesla cost break-down by Tim
Superguide retirement modelling
Is $1m enough
Birchal Rask episode
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
Financial Planning: https://bit.ly/R-plan
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 -
Ben Richards from Seneca Financial Solutions is back with Owen Rask on The Australian Investors Podcast to dive into 6 under-the-radar small cap ASX companies:
Objective Corp Ltd (ASX: OCL)
Catapult Group Ltd (ASX: CAT)
Jumbo Interactive Ltd (ASX: JIN)
XRF Scientific Ltd (ASX: XRF)
RPM Global Ltd (ASX: RUL)
Imdex Ltd (ASX: IMD)
Free portfolio review with Luke: https://senecafs.zohobookings.com/#/rask-seneca
Free stock report: Email [email protected] and request it, saying you heard it on RASK.
~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 -
On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk:
Topics discussed today include
- The ASX 200's movers and shakers in 2024
- Investment trusts like QRI
- A2 Milk (ASX: A2M) is making a splash
- What happened to Revasum?
- Would you ever in...vest in Super?
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
Financial Planning: https://bit.ly/R-plan
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 -
Future Generation Chairman and former RBA Governor Philip Lowe and CEO Caroline Gurney join Owen Rask, Chief Investment Officer and founder of The Rask Group, for this special 10-year anniversary edition episode.
This month, Future Generation Australia is celebrating its 10-year anniversary of dual-purpose investing.
Support Future Generation (how to invest):
https://futuregeninvest.com.au/2023/11/30/how-to-invest-with-future-generation/
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
Financial Planning: https://bit.ly/R-plan
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 -
Is it, property AND shares? Property OR shares? Or ALL property and NO shares?
Marc Jocum of Global X ETFs Australia joins Owen Rask in this Australian Investors Podcast episode to explain 7 reasons why property investing in Australia could be better than shares and ETFs (Exchange Traded Funds).
But wait, there's more!
This Property Versus Shares episode is part 3/3 and follows a super-popular episode.
Part 2/3: 10 reasons why shares and ETFs are better than property (in retirement): https://www.youtube.com/watch?v=-Gmi7exrScQ
Part 1/3: How to use shares and ETFs for passive income:
https://www.youtube.com/watch?v=YniljKAXnqY&t=0s
7 Reasons to invest in property
1. Leverage, unlike any other
2. Familiarity, leading to less bias
3. Tax benefits, negative gearing anyone?
4. Supply & demand imbalances = more scarcity with assets
5. Inflation hedge, as build costs and rents adjust to inflation
6. Optionality, within the property and across your wealth
7. Government support, get the conspiracy pitchforks ready!
Resources:
Global X website (all funds): https://bit.ly/gx-funds
~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 -
On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk investing for kids, NVIDIA (NVDA) results and why Drew hates industry Super funds like Host Plus (just kidding!).
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
Financial Planning: https://bit.ly/R-plan
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 -
Brian Hartzer, former Westpac Group (ASX: WBC) CEO, author of The Leadership Star, and CEO of Quantium Health, features on this episode of The Australian Investors Podcast with Owen Rask.
Brian Hartzer is an experienced executive and banker, leadership mentor and investor who served as CEO of the Westpac Banking Group from 2015 to 2019. Prior to his time as Westpac’s CEO, Brian spent 15 years in senior executive roles at major banks in Australia and the UK.
These roles included Brian becoming CEO at Westpac, and divisional chief executive at the Royal Bank of Scotland Group (RBS) and ANZ Banking Group (ASX: ANZ).
Prior to joining ANZ, Brian spent ten years as a financial services strategy consultant at First Manhattan Consulting Group in New York, Melbourne and San Francisco.
Based in Sydney, Brian is CEO of data and technology platform, Quantium, where he is CEO of the group's Health business.
In this Australian Investors Podcast with Owen Rask, Brian Hartzer shares:
1. His journey and early life, with key lessons from parents to boarding school
2. Getting into Princeton and turning down a job at JP Morgan
3. Discovering the power of banking
4. Lessons learned at ANZ as it transitioned to digital
5. The GFC and it's impact on Royal Bank of Scotland
6. Developing as a leader through challenges in the UK and Australia
7. Brian's role at Westpac
8. Taking on the CEO role at Westpac during the Royal Commission
9. The five key principles of Brian's Leadership Star framewokr
10. What it means to 'clear the way' for brilliant employees
11. The role of AI and Brian's role at Quantium Health
12. Two pieces of Brian would give himself
Brian's book on Amazon: https://www.amazon.com.au/Leadership-Star-Practical-Building-Engagement/dp/0730390837
Brian's book on Audible: https://www.audible.com.au/pd/The-Leadership-Star-Audiobook/B09JG11S5Q
Leadership star website: https://www.theleadershipstar.com/
Quantium: https://quantium.com/
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Financial Planning: https://bit.ly/R-plan
Ask a question: https://bit.ly/3QtiY00
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 -
On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk:
Should Drew buy a Tesla or Prado?
Vanguard global small caps
Active versus passive
Whitefield's yield play
Transferring assets out of an SMSF
Do I salary sacrifice or invest outside Super?
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
Financial Planning: https://bit.ly/R-plan
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 -
Tash Invests, AKA Natasha Etschmann, features on this episode of The Australian Investors Podcast with Owen Rask.
Tash Invests is one of Australia's most widely followed financial educators, authors, podcast hosts and content creators.
Based in Melbourne, Tash's influence has grown dramatically, even earning her a spot in Forbes 30 Under 30 in 2024. At the age of just 27, Tash has achieved an incredible amount.
She joined Owen to talk about her journey to building wealth through shares and property, why she and Ana Kresina wrote How To Not Work Forever, earning income online, how she invests, and more.
Tash & Ana's book: https://www.amazon.com.au/How-Not-Work-Forever-Investing/dp/1394248865
Instagram: https://www.instagram.com/tashinvests/
Get Rich Slow Podcast: https://podcasts.apple.com/au/podcast/get-rich-slow-club/id1674449171
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
Financial Planning: https://bit.ly/R-plan
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Ask a question: https://bit.ly/3QtiY00
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 -
On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask go live from Melbourne to answer your questions... and make more silly predictions.
Covered this weekend
- Trump wins
- US rates cut
- Australian rates steady
- NAB dividends are back!
- ANZ reports
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
Financial Planning: https://bit.ly/R-plan
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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
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Who is the better investor: Peter Lynch, from One Up on Wall Street fame, or Warren Buffett, Berkshire Hathaway Chairman?
In this Australian Investors Podcast with Owen Rask, Global X ETFs Australia's Marc Jocum gets into the weeds on the company's new Exchange-Traded Fund (ETF), S&P World ex Australia GARP ETF (ASX: GARP).
This episode is sponsored by Global X Australia, as part of its long-term advertising partnership.
Topics covered:
1. Better investor: Warren Buffett or Peter Lynch?
2. Why isn't there a 'Warren Buffett ETF'?
3. What is GARP investing?
4. What drives stock prices over 10+ years?
5. What's better: FANG stocks or GARP investing over a 10-year horizon?
Learn more about the Global X GARP ETF: https://www.globalxetfs.com.au/funds/garp/
Marc's GARP explainer: https://www.globalxetfs.com.au/introducing-garp/
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
Financial Planning and more: https://bit.ly/R-plan
Ask a question: https://bit.ly/3QtiY00
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 -
Alphinity Investment Management's Trent Masters explains the value to be captured when a skilled investor has the ability to find companies/stocks with upside earnings surprise potential.
On this episode of The Australian Investors Podcast, Owen Rask talks with Trent Masters, Global Portfolio Manager at Alphinity, about:
1. The benefit of a STEM background in investing
2. The outlook for big technology companies
3. Trent's best and worst bets on technology companies
4. Alphinity's investment philosophy and process
5. The value embedded in earnings surprises, and more
Learn more about the Alphinity Global Equity Fund: https://www.alphinity.com.au/core-funds/alphinity-global-equity-fund/
Trent's Linkedin: https://www.linkedin.com/in/trentmasters?originalSubdomain=au
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
All services: https://bit.ly/R-plan
Ask a question: https://bit.ly/3QtiY00
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 -
I've made 5x my money on Xero Limited (ASX: XRO) and Pilbara Minerals Ltd (ASX: PLS) - is it time to sell?
On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask go live from Melbourne to answer your questions... and make more silly predictions.
Covered this weekend
If I'm up 5 times my money on Xero and Pilbara Minerals, should I sell?
Alphabet (NASDAQ: GOOGL) reports... decent results
Woolworths Group Ltd (ASX: WOW) falls as online sales drop margins
Is Coles Group (ASX: COL) a better buy?
I've inherited $20,000 of BK Investment Company Ltd (ASX: BKI), Australian Foundation Investment Co. Ltd (ASX: AFI), Suncorp (ASX: SUN) and Telstra (ASX: TLS) - should I sell?
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
Financial Planning: https://bit.ly/R-plan
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 -
Invesco's Scott Bennett explains why small caps outperform, the nuance of small caps and why quantitative can outperform in ASX small caps.
On this episode of The Australian Investors Podcast, Owen Rask speaks with Invesco Australia's Scott about:
Why do small caps outperform?
Factor investing - how strategies are created
How can a systematic strategy work in ASX small caps?
Why small cap index strategies are tilted to failure
Will AI make us worse investors?
Learn more about Invesco Smaller Companies Fund: https://www.invesco.com.au/home/funds/invesco-wholesale-australian-smaller-companies-fund-class-a?audienceType=investor
Scott's Linkedin: https://www.linkedin.com/in/scott-bennett-572b776/?originalSubdomain=au
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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 - Mostrar más