Эпизоды
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How does Washington H Soul Pattinson & Co. Ltd (ASX: SOL) actually invest? Soul Pattinson (sometimes called 'WHSP' or SOL) is one of Australia's oldest and best-performing ASX-listed companies, having been run by the same family for over 100 years.
Todd Barlow is the CEO of Washington H Soul Pattinson & Co. Ltd (ASX: SOL), overseeing day-to-day operations, company strategy, the team and different investment units.
In this Australian Investors Podcast with Owen Rask and Todd Barlow, questions include:
Soul Pattinson (ASX:SOL) versus LICs
Soul Pattinson (ASX:SOL) v active fund managers
The rise of index funds and ETFs
How Soul Pattinson (ASX:SOL) has been able to outperform the ASX 200
How do Soul Patt's combine private equity and credit, with holdings in TPG Group (ASX:TPG) and Brickworks (ASX:BRK)?
Todd's favourite financial resources, like podcasts, books and papers
Cognitive biases
The Soul Patts culture and how that impacts performance
Episode resources:
Todd Barlow's first podcast with Owen: https://www.youtube.com/watch?v=ykawVDPmj5c
Soul Patt's private equity: https://www.youtube.com/watch?v=1EMpAjv6EnM
Tom Milner on coal stocks: https://www.youtube.com/watch?v=Gt6Ua1cjegY
More great resources you'll love:
Ask a question: https://bit.ly/3QtiY00
Invest with Owen: https://bit.ly/R-invest
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
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 -
Drew Meredith, CFP and Owen Rask dive into SMSFs, what to do with $100,000 and will Private Equity be the 'next big thing?'
Retirement podcast:
Spotify: https://open.spotify.com/show/3FzKfzDcguviugCdZjAyyH
Apple: https://podcasts.apple.com/us/podcast/australian-retirement-podcast/id1755721044
YouTube: https://www.youtube.com/playlist?list=PLECacouYcyPsk27PZNAXIq-suzargCRzC
More great resources you'll love:
Ask a question: https://bit.ly/3QtiY00
Invest with Owen: https://bit.ly/R-invest
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
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 -
Пропущенные эпизоды?
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Over on the Rask Community we put up a post asking what people thought of LICs, if they invest in them and what they think about the premiums and discounts they trade at. The response surprised us. The surprise did not come from the content of the replies but the lack of replies.
This prompted us to ask a question, are LICs relevant in a modern market? Joining us today is Geoff Driver of the grandfather of LICs AFIC, Dan McCleery from Acorn Investment Company and Amanda Lambert from comparative newcomer, Qualitas Real Estate Income Trust.
In this episode we have a round table discussion about the current landscape for the structure in a world dominated by ETFs, the quality of LIC managers, what are the red flags to look for when assessing an opportunity and we highlight a major hurdle when it comes to comparing apples with apples in the LIC space.
Helpful links:
Our original Rask Community post that sparked this conversation.
Australian Foundation Investment Company (ASX: AFI)
Qualitas Real Estate Income Fund (ASX: QRI)
Acorn Capital Investment Fund Limited (ASX: ACQ)
~~ 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 -
Dave Gow is the highly regarded author, podcast host and blogger, best known by his brand, Strong Money Australia. He joins Owen Rask.
This is PART 2/2. For Part 1/2 with Dave and Owen, go here:
https://www.raskmedia.com.au/2024/08/19/dave-gow-seven-figure-share-portfolio/
Dave's background is a story of true grit and determination. Dave is known as the forklift driver who retired at 28. He did that using a detailed budgeting plan while investing in property and shares.
Dave's first book, Strong Money Australia: How to Gain Financial Independence and Create a Life of Freedom has sold over 20,000 copies, making it one of the most popular books on retirement in Australia.
In this episode, Owen and Dave talk about using debt to invest, whether Dave would choose property again, debt recycling and whether it makes sense to save money in an offset, or invest in shares.
~~ RESOURCES ~~
Get Dave's Book on Spotify: https://bit.ly/gow-book
Get Dave's Book on Audible: https://bit.ly/dave-amazon
~~ Dave's related posts online ~~
https://strongmoneyaustralia.com/should-you-borrow-to-invest-in-shares/
https://strongmoneyaustralia.com/debt-recycling-ultimate-guide/
https://strongmoneyaustralia.com/mortgage-vs-investing-vs-debt-recycling-at-higher-interest-rates/
https://strongmoneyaustralia.com/my-thoughts-on-die-with-zero-book-review/
~~ Owen's stuff ~~
Invest with Owen: https://bit.ly/R-invest
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 -
Drew Meredith, CFP and Owen Rask dive into Emerging Markets 102, picking small and mid-cap ASX fund managers, whether or not to use an SMSF and more.
Retirement podcast:
Spotify: https://open.spotify.com/show/3FzKfzDcguviugCdZjAyyH
Apple: https://podcasts.apple.com/us/podcast/australian-retirement-podcast/id1755721044
YouTube: https://www.youtube.com/playlist?list=PLECacouYcyPsk27PZNAXIq-suzargCRzC
More great resources you'll love:
Ask a question: https://bit.ly/3QtiY00
Invest with Owen: https://bit.ly/R-invest
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
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 -
Elisa Di Marco, Portfolio Manager of the Magellan Core Global and Core ESG strategies, joins Owen Rask on The Australian Investors Podcast to make the cash for Stryker (NYSE:SYK), Visa (NYSE: V), Mastercard Inc (NYSE: MA) and Microsoft Corp (NASDAQ: MSFT).
This is the third time Elisa has appeared on Rask or ASA. Here are some of her previous interviews:
Payments & High Quality Investing: https://www.youtube.com/watch?v=poCajizrI0w
How to find great global companies: https://www.youtube.com/watch?v=Cu-0EozZuLI
Key resources
Invest with Elisa: https://www.magellangroup.com.au/funds/magellan-core-global-fund-cboe-mcsg/
Series resources
Invest with Owen: https://bit.ly/R-invest
Ask a question: https://bit.ly/3QtiY00
Accounting for investors: http://bit.ly/3DG5lWS
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 for investors: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
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, expert mortgage Chris Bates, co-founder of Flint Group, joins Owen Rask, founder of Rask, to answer your property questions and dive into what it takes to do a refinance on a mortgage.
Resources for this episode:
Refinance with Chris/Flint: https://bit.ly/broke-rask
Ask a question: https://bit.ly/3QtiY00
Topics covered:
Why Blusk transformed into Flint
Perth prices are up 24%!!! Is that sustainable?
What is a refinance?
Why and how can I do a refinance?
Broker? Adviser? Accountant? Who does what?
Is my real estate agent playing me?
Series resources
Ask a question: https://bit.ly/3QtiY00
Access Show Notes: https://bit.ly/R-notes
Kate's book, Buying Happiness: https://bit.ly/kate-amazon
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
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 -
Drew Meredith, CFP and Owen Rask dive into whether the ASX 200 (ASX:XJO) is now 'ex growth', Real Estate Investment Trusts (REITs) and preparing for retirement.
Topics covered:
ZIP's results
NVIDIA results
Tyro Payments (ASX:TYR) results
A deep dive into REITs
Betashares Direct
Active or passive for ASX 200?
How to invest for singles
Community post on EX20:
https://community.rask.com.au/c/asx-shares/asx-20-200-300-data-top-performers
Retirement podcast:
Spotify: https://open.spotify.com/show/3FzKfzDcguviugCdZjAyyH
Apple: https://podcasts.apple.com/us/podcast/australian-retirement-podcast/id1755721044
YouTube: https://www.youtube.com/playlist?list=PLECacouYcyPsk27PZNAXIq-suzargCRzC
More great resources you'll love:
Ask a question: https://bit.ly/3QtiY00
Invest with Owen: https://bit.ly/R-invest
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
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 their first-ever long-form interview, in this Australian Investors Podcast episode Owen Rask is joined by Dean Price, Managing Director of Credit and Emerging Companies, and David Scammell, Managing Director of Private Equity and Advisory.
Both Dean Price and David Scammell are integral members in the Washington H. Soul Pattinson business, especially with regard to private equity, early stage investing and private credit.
In this podcast with Soul Patts:
What is private credit?
Soul Patt's private credit investing process
Soul Patt's criteria for private equity
Examples of private investments going gangbusters
Soul Patt's 4 key thematics
How Soul Patt's tries to find emerging companies like TPG Telecom
Advice to their younger selves
Resources for this episode
Soul Pattinson's CEO Todd Barlow's first Rask interview: https://www.raskmedia.com.au/2023/04/17/asx-sol-todd-barlow/
Soul Patt's website: https://soulpatts.com.au/
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
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 -
Drew Meredith, CFP and Owen Rask dive into results from Breville Group (ASX: BRG) and WiseTech Global Ltd (ASX: WTC) and answer your questions on this 2 Sense episode of The Australian Investors Podcast.
ASX results:
Domino's gets dumped
WiseTech makes Richard White $1 billion richer
Breville bubbles up
Great resources:
Best advice anyone received from a Rask podcast
More great resources you'll love:
Invest with Owen: https://bit.ly/R-invest
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 -
Jacob Mitchell is the founder and Chief Investment Officer of Antipodes, a $10 billion global investment firm known for its robust quantitative and qualitative investment framework.
This is the second Australian Investors Podcast episode in which Jacob has appeared with Owen Rask.
Jacob first appeared in 2019: https://www.raskmedia.com.au/2019/08/29/jacob-mitchell-on-the-australian-investors-podcast/
Visit the Antipodes website: https://antipodes.com/
Talking points with Jacob Mitchell
Antipodes investment process
Emerging Markets or USA?
Have the Mag7 run their race?
Will Europe ever be as good as the USA market?
How Jacob thinks about governance risks in China
The tools Antipodes use to filter global markets
Jacob's most recent personal investment
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
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 episode of The Australian Investors Podcast, Yarra Capital's Dion Hershan joins Owen Rask to share the story of Yarra Capital, make the case for getting active exposure to Australia's mid caps, and profile household names, including ResMed (ASX: RMD), NextDC Ltd (ASX: NXT) and Carsales.com Ltd (ASX: CAR).
Dion is Executive Chairman and Head of Australian Equities at Yarra Capital. He leads the Australian Equities team. Prior to transitioning to Yarra Capital Management, Dion was the Head of Australian Equities of Goldman Sachs Asset Management, a position he held since July 2007.
Go to Yarra Capital's website: https://www.yarracm.com/australian-equities/yarra-ex-20-australian-equities-fund/
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
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 -
Strawman's Andrew Page joins Owen Rask on this ASX Reporting Season episode of The Australian Investors Podcast to talk about results from Pro Medicus Ltd (ASX: PME), Commonwealth Bank of Australia (ASX: CBA), Seek Ltd (ASX: SEK).
Andrew also rants about his property journey and dives into two ASX companies he really likes: Catapult Group International Ltd (ASX: CAT) and XRF Scientific Ltd (ASX: XRF).
Join Strawman (before Monday!): https://strawman.com/member/landing/signup?premium
Pro Medicus write-up by Claude: https://arichlife.com.au/pro-medicus-asx-pme-share-price-pops-on-phenomenal-fy-2024-results/
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
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 episode of The Australian Investors Podcast, Owen Rask and Paul Clitheroe talk about:
1. Paul's money advice to young people
2. The most common and memorable types of investment scams Paul uncovered
3. Paul's personal investment strategy
4. The rise of ETFs and how they change things
5. How Paul gets so much conviction in Australian shares and property
6. How a family investment in CSLshares create a massive flow on impact for Paul and his wife
7. Paul's personal pursuits, including winning the Sydney to Hobart yacht race
Resources:
Paul's profile on InvestSMART: https://www.investsmart.com.au/author/paul-clitheroe/11667
Nathan Bell on Rask: https://www.raskmedia.com.au/2022/10/24/nathan-bell-intelligent-investor/
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
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 special episode of The Australian Investors Podcast, your host Owen Rask is joined by a very special guest CEO, Caroline Gurney, who oversees the Future Generation range of listed investment companies.
Future Generation's two Listed Investment Companies (LICs) serve a dual purpose: investment returns, and giving back.
The two LICs are:
Future Generation Global (ASX: FGG)
Future Generation Australia (ASX: FGX)
Australian Investors Podcast with Caroline Gurney
In this podcast discussion:
Caroline Gurney talks with Owen Rask about the role of investors in supporting and giving back to the community around them
Why the giving side of the investments industry is real and something that Caroline is highly passionate about supporting
How Future Gen selects charities to support
The investment committee and decision making process behind Future Generation
Resources
Listen to Future Generation's podcast
Future Generation Global
Future Generation Australia
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
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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After falling 40%, is it possible that Audinate Ltd (ASX: AD8) shares still overvalued?
Despite a capital release, is a punt on Pointsbet (ASX: PBH) worth it?
And don't underestimate the return of Credit Corp Group Ltd (ASX: CCP) to the top of the ASX league tables.
All that and more on this weekend's ASX Reporting Season special of The Australian Investors Podcast with Owen Rask, Chief Investment Officer of Rask Invest, and Seneca's Luke Laretive and Ben Richards.
Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
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 is joined by Airlie's Will Granger to talk about small cap process, risk management and opportunity.
If you like small-cap investing in Australia, this is a great episode for developing a repeatable investment process, with risk and return front of mind.
Of particular note is Will's focus on Financial Strength, Business Quality, Quality of Management and Valuation. Four factors that the entire Airlie team considers before making an investment.
Episode resources
Airline website: https://www.airliefundsmanagement.com.au/funds/airlie-small-companies-fund/
Invest with Owen: https://bit.ly/R-invest
Financial Planning: https://bit.ly/R-plan
Ask a question: https://bit.ly/3QtiY00
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
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
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
On this weekend's instalment of "2 Sense" on the Australian Investors Podcast, Chief Investment Officer, Owen Rask and financial adviser Drew Meredith, CFP take a look the market darlings Pro Medicus Ltd (ASX: PME) and NVIDIA Inc (NASDAQ: NVDA).
Topics covered:
- NVDA stock or PME shares?
- Results from MSFT, AAPL SPOT & META
- Rex is closing down
- iShares S&P 500 (ASX: IVV) or VanEck QUAL ETF (ASX: QUAL)?
- The best free investment resources
- How to calculate PE ratios
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
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 -
The State of the Markets episodes provide you with a concise and clear picture of what is happening across markets. Not just in property, and not just in Australia.
Pete Wargent and Owen Rask talk about the S&P/ASX 200 (INDEXASX: XJO), bonds, Australian residential property, commercial property, S&P 500 (INDEXSP:.INX), what's happening with the Australian Dollar (AUD) and more!
Let us know what you think by writing in, using the 'Ask a Question' link below or jumping into the community.
Topics covered:
Australian property prices, including Perth's rise
Why the Australian dollar (AUDUSD) is getting interesting
How bond prices work and why they're interesting
Is office property on its last squeeze?
The S&P 500 is up 22% in one year?!
Inflation is the key signal for 2024 & 2025
Key resources for this episode:
Free Rask Community
Pete's new book with Cate Bakos - The Buy Right Approach to Property Investing
Australian Property Podcast
~~ Resources you'll love ~~
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 -
OwenRask, Chief Investment Officer of Rask Invest, speaks with Betashares Senior Investment Strategist Cameron Gleeson about how to use ETFs for passive income in this Australian Finance Podcast.
Topics covered in this market update
Cameron's first (and most recent) investment
LICs versus ETFs
How ETFs actually produce income
Risk levels of ETFs
ETFs featured:
AAA - cash ETF
MMKT - cash plus ETF
A200 - top 200 Aussie shares
QOZ - top Aussie shares, fundamentally weighted
YMAX - yield maximiser
QPON - bond ETF
HBRD - hybrid fund
BSUB - bond ETF
Episode resources
Invest with Owen: https://bit.ly/R-invest
ETF investing course: https://education.rask.com.au/courses/etf-course/
10 things activity (PDF): https://education.rask.com.au/wp-content/uploads/sites/4/2020/12/FIRE-Course-10-Things-Activity.pdf
Financial Planning: https://bit.ly/R-plan
Ask a question: https://bit.ly/3QtiY00
Access Show Notes: https://bit.ly/R-notes
Kate's book, Buying Happiness: https://bit.ly/kate-amazon
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
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
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices - Показать больше
