Australian Investors Podcast
The Australian Investors Podcast is a twice-weekly show (Wednesday and Saturday) that features relaxed yet insightful conversations about markets, business, psychology, investment lessons, and processes. Hosted by Rask, the podcast aims to provide listeners with proven strategies and insights to help them invest their time and money effectively. Show notes are available on the Rask Media website.
Episodes
AI’s pricing reset: when more productivity means less profit
Can AI make a business more productive — and less profitable? In episode three of The Business Stack of the Future on the Australian Investors Podcast, Owen Rask explores the pricing reset behind AI and the unit economics investors need to understand. If a tool helps four people do the work of ten, charging per user could mean less revenue even while customers get more value.
Owen explains the di
Scott Phillips & Jess Leung: LIVE at Her Wealth Her Way (Patchy Audio warning)
This episode is a special recording, taken live from Her Wealth Her Way II in Sydney, and features Scott Phillips, CIO of The Motley Fool, and Jess Leung, Portfolio Manager at Global X, alongside Owen Rask.
Questions are thrown live from the room, and include:
1. The trio's best and worst (dumbest) investments.
2. How to get started with investing
3. Scott's Firmus update
4. The most expensi
Rewind: Financial IQ vs EQ — Karen Eley on the money habits that matter
Rewind episode: Sometimes the most useful investing lesson is not another spreadsheet. In this Australian Investors Podcast replay, Owen Rask revisits his conversation with money coach Karen Eley about financial IQ—what you know about money—and financial EQ—how you think, feel and behave when decisions get uncomfortable. The original conversation first appeared on 24 November 2025.
Karen explains
A 20 bagger on the ASX: inside Soul Patt's bets on EOS & NXG
In this Australian Investors Podcast conversation, Owen Rask speaks with Dean Price of Washington H. Soul Pattinson about Electro Optic Systems (ASX: EOS) and NexGen Energy (ASX: NXG).
Dean takes us inside Soul Patts’ relationship with EOS: a small initial equity stake, years spent learning the business, and a cash crunch that called for a different kind of support. They discuss why a loan facili
![Finding Monsters: Matt Joass of Maven Funds Management [REWIND to 2019]](https://megaphone.imgix.net/podcasts/5467d2f8-bdfe-11f1-8419-4b8f47e39eb1/image/7f1bd1edbe3a4ded3f375f6b6f8dd772.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Finding Monsters: Matt Joass of Maven Funds Management [REWIND to 2019]
Matt Joass, CFA is the Founder and Chief Investment Officer of Maven Funds Management, an Australian funds management business specialising in investing in fast-growing small and medium-sized companies.
Episode resources
– Speak with the Rask Advice team
– Ask a question (select the Investors podcast)
Show partner resources
– ETF investor? Go beyond ordinary with Global X: View all funds
Portfolio construction made simple: five rules for better investing
Building wealth is not just about finding the next winning share or ETF. The bigger driver of long-term returns is how your entire portfolio is constructed—and whether every holding has a clear job.
In this episode of the Australian Investors Podcast, Owen Rask and James Phelan explain how strategic asset allocation connects your goals, time horizon and appetite for risk with a practical mix of s
6 ETFs for the ultra-long-term
Vanguard, iShares, Betashares, SPDR, Global X, VanEck...
Speak with the Rask Advice team.
This Australian Investors Podcast episode with Owen Rask and James Phelan tackles a simple problem:
You must buy 1 ASX ETF for:
– 2026
– 2036
– 2046
And the catch? Your ASX ETFs must not be a boring index ETF. Sectors, themes, active and rules-based ETFs only!
In addition to picking 6 ASX ETFs and det
Beyond big tech: Arelis Agosto on AI, data centres and robotics
What if some of the biggest opportunities in artificial intelligence sit beyond the obvious mega-cap technology names?
In this episode of the Australian Investors Podcast, Owen Rask speaks with Arelis Agosto, Director of Research & Strategy at Global X, about thematic investing and the structural megatrends reshaping markets over the next 10 to 15 years.
Arelis explains why the AI boom differs f
Gold, Bitcoin and alternatives: Justin Lin on the portfolio sleeve investors misunderstand most - Ep 6: Portfolio Construction Series
In this Australian Investors Podcast episode, Owen Rask sits down with Justin Lin from Global X for the final instalment of the portfolio construction series, this time focusing on the most misunderstood sleeve in many portfolios: alternatives.
Justin explains what actually makes an asset \"alternative\", why correlation alone is not enough, and why the best alternative assets have genuinely diff
I write to know what I'm thinking | Life, mistakes, health & big picture investing | ft. John Addis, founder of Intelligent Investor
John Addis is the Founder of IntelligentInvestor, a brilliant writer, thinker and entrepreneur. John Addis's lessons are deep and vast, making this Australian Investors Podcast episode with Owen Rask oh-so special.
You'll L-O-V-E this episode if you love value investing, how to live an alternative life with meaning and purpose, the pitfalls of founding a company, Warren Buffett, what makes most
What not to do with ETFs: Marc Jocum on investing mistakes - Ep 5: Portfolio Construction Series
In this Australian Investors Podcast episode, Owen Rask sits down with Marc Jocum from Global X for episode five of the portfolio construction series, this time taking an inversion approach: instead of focusing on the perfect ETF portfolio, they unpack what not to do.
Marc explains why investors so often start in the wrong place by chasing trailing returns in growth ETFs or headline yield in inco
How AI agents are changing business - Ep 2: The Business Stack of the Future
In this episode of the Australian Investors Podcast, Owen Rask speaks with Jon Stahl from Salesforce about how AI agents are moving beyond answering questions and starting to complete real work inside businesses.
Jon explains the difference between a chatbot and an agent, including how agents can reason through multistep tasks, call tools and APIs, update business systems and retain useful contex
Why the best companies are scaling faster than ever - Ep 1: The Business Stack of the Future
In this Australian Investors Podcast episode, Owen Rask explores why the business stack of the future may be changing investing faster than most markets really appreciate today.
Starting with Stripe’s 2025 annual letter, Owen breaks down four business clocks now speeding up at once: how fast companies can build, distribute, monetise and scale. He explains why APIs, cloud software, AI tools and gl
Family trusts v Companies, OpenAI's Astra & bonds are back
The Australian Investors Podcast host Owen Raszkiewicz and financial planner James Phelan (Co-Head of Advice at Rask Advice) discuss the major structural debate: Family Trusts vs. Holding Companies.
Click here to get advice.
They break down the latest discretionary trust tax changes proposed by Treasurer Jim Chalmers, explaining how the exposure draft legislation affects bucket companies and
Advanced ETF portfolio construction - Ep 4: Portfolio Construction Series
In this Australian Investors Podcast episode, Owen Rask sits down with Jess Leung from Global X for episode four of the portfolio construction series, this time focusing on the advanced mechanics that shape how a portfolio actually behaves through time.
Jess explains why professional portfolio management is really about managing risk, not chasing returns, and unpacks the key ideas many investors
Property without the mortgage? Andrew Parsons on REITs and real assets
In this Australian Investors Podcast episode, Owen Rask sits down with Andrew Parsons, chief investment officer and founding member of Resolution Capital, to unpack a market many Australians overlook: listed property and real assets.
Andrew explains why so many investors feel comfortable with residential property but get stuck when the conversation shifts to REITs, commercial real estate and infr
How to build passive income with ETFs - Ep 3: Portfolio Construction Series
In this Australian Investors Podcast episode, Owen Rask sits down with Marc Jocum from Global X for episode three of the portfolio construction series, this time focusing on income: what it is, where it comes from, and why most investors start in the wrong place.
Marc explains why income investing should begin with goals, not yield. Whether you are nearing retirement, supplementing your salary or
A 15-stock portfolio that wins, ft. Stephen Arnold
In this Australian Investors Podcast episode, Owen Rask sits down with Stephen Arnold from Aoris to unpack a timeless investing idea that often gets lost in noisy markets: a share is not a trade, it is part-ownership of a business.
Stephen explains how his early career in credit, global investing and business analysis shaped the Aoris philosophy, and why quality, durability and valuation discipli
WiseTech raided, Moderna pops 170%, Pro Medicus & CSL jump on results
Owen Rask and Drew Meredith break down the WiseTech Global (ASX: WTC) ACCC raid, Moderna’s (NASDAQ: MRNA) extraordinary cancer vaccine breakthrough, and the latest ASX reporting season results from Pro Medicus (ASX:PME), CSL Ltd (ASX:CSL), Challenger (ASX:CGF) and XRF Scientific (ASX:XRF).
WiseTech Global (ASX: WTC) shares plunged after the Australian Competition and Consumer Commission (ACCC) ex
How to build a portfolio for growth - Ep 2: Portfolio Construction Series
In this Australian Investors Podcast episode, Owen Rask sits down with Billy Leung from Global X for episode two of the portfolio construction series, this time focusing on the part of investing that attracts the most attention: growth.
Billy explains why the first decision is not picking a hot ETF but understanding asset allocation, equity exposure and where growth actually comes from. He unpack
Better than index funds: the risk-adjusted bet | Mark Jones, Resolution Capital
In this episode of Australian Investors Podcast, Owen Rask sits down with Mark Jones from Resolution Capital to unpack why listed infrastructure may be one of the most compelling risk-adjusted opportunities in markets right now.
Mark explains what global listed infrastructure actually includes, why the best assets tend to have pricing power, long lives and high earnings visibility, and why that m
How market news moves share prices with Jason Kotchoff from Stocklight
In this Australian Investors Podcast episode, Owen Rask sits down with Jason Kotchoff, founder of Stocklight, to unpack one of the hardest parts of investing: understanding how news actually moves share prices.
From ASX announcements and continuous disclosure to US SEC filings and the EDGAR system, this conversation explains how information reaches the market, why some updates send stocks higher,
How to build an ETF portfolio (from scratch) - Ep 1: Portfolio Construction Series
In this Australian Investors Podcast episode, Owen Rask sits down with Jess Leung from Global X to kick off a six-part portfolio construction series by tackling the question most ETF investors skip too quickly: what should a good portfolio actually look like from day one?
Jess explains why a portfolio should be treated as a system, not a collection of random ideas, and why every ETF needs a job t
How advice businesses grow: Owen Rask and Drew Meredith on content, AI and trust
In this week's LIVE 2 Sense, Owen and Drew pull back the curtain on what is really driving growth in modern financial advice businesses.
With markets pushing back towards all-time highs, the conversation starts with the mood investors are feeling right now, then quickly moves into a deeper topic: how content, education and trust are reshaping the advice industry in Australia. Owen and Drew unpack
REA Group CEO Cam McIntyre on AI, listings and Australia's housing market
In this Australian Investors Podcast episode, Owen Rask sits down with Cam McIntyre, CEO of REA Group, to unpack how one of Australia's most important technology businesses thinks about property, platform scale and AI.
Cam explains what it was like stepping from carsales into REA, why the business still sees big runway beyond residential listings, and which numbers matter most inside the company.
Apple & Micron - buy, hold or sell?
In this Australian Investors Podcast episode, Owen Rask and Drew Meredith work through one of those weeks where macro nerves and stock-specific stories collide.
They start with a rapid-fire buy, hold or sell segment on Apple, Micron and NAB, then zoom out to what falling home loan demand, sticky inflation and fragile consumer sentiment might mean for Australia. The discussion gets into why higher
How investors can access private markets in the age of AI, with Adam Myers
In this Australian Investors Podcast episode, Owen Rask sits down with Adam Myers to unpack one of the biggest shifts in modern investing: more of the value in the world’s best companies is now being created before they ever reach the stock market. Using SpaceX, OpenAI, Anthropic, Databricks, Canva and Waymo as examples, they explore why private markets matter more than ever for investors trying t
Buy, hold or sell? Netflix, AI chips and the super debate
In this episode of Australian Investors Podcast, Owen Rask and Drew Meredith kick off with a rapid-fire buy, hold or sell and then work through the stories investors are actually debating right now.
They unpack OpenAI's reported hardware move, why Anthropic and cheaper rivals are putting pressure on AI economics, and what recent TSMC and Samsung results tell us about the chip boom, capital expend
Brandon van der Kolk on building New Money and Buffett-style investing
In this episode of Australian Investors Podcast, Owen Rask sits down with Brandon van der Kolk, the creator behind New Money and author of New Money Strategy, to unpack how a former physio built one of Australia’s biggest investing channels and what he has learned from nearly a decade of teaching people about money online.
Brandon explains why he rebranded from Aussie Wealth Creation to New Money
Live Q&A: the tax changes reshaping wealth building in 2026
In this live episode of Australian Investors Podcast, Owen Rask teams up with James Phelan to unpack the tax and wealth changes investors are trying to make sense of right now. Recorded in front of a live audience at Ultra Meetup, this conversation cuts through the headlines and focuses on what actually matters if you own property, invest through a trust, or are weighing up shares, super and debt.
An AI masterclass with Hayden Smith from Pearler
In this Australian Investors Podcast episode, Owen Rask sits down with Hayden Smith, CTO at Pearler, for a practical masterclass on what AI actually is, why it matters for investors, and where the real money may be made across the supply chain.
Rather than stopping at ChatGPT headlines, Owen and Hayden break the theme into layers: transformers, data centres, GPUs, memory, networking, cooling, ele
S&P Global Inc (NYSE:SPGI) stock deep dive with Magellan's Ryan Joyce
In this Australian Investors Podcast episode, host Owen Rask is joined by Ryan Joyce, Deputy Portfolio Manager at Magellan Investment Partners, for a deep dive into S&P Global Inc (NYSE: SPGI).
S&P Global is one of those companies investors interact with constantly, often without realising it. If you follow the S&P 500, compare an Australian fund to the S&P/ASX 200, look at a company’s credit rat
Michael Bell, CIO at Solaris, on active investing and portfolio discipline
In this episode of the Australian Investors Podcast, Owen Rask sits down with Michael Bell, CIO at Solaris Investment Management, for a practical conversation about how professional investors think when they are putting real capital to work.
From the outside, fund management can sound like hot tips and big macro calls. Michael explains why the reality is usually much more disciplined: process, pa
Micron, copper and BHP: where the AI trade goes next
In this episode of the Australian Investors Podcast, Owen Rask and Drew Meredith tackle one of the biggest questions in markets right now: if Micron and Sandisk are wobbling, has the AI trade gone too far, or is the market simply shifting where the real profits sit?
They break down the latest sell-off in AI hardware names, why memory chips and data-centre narratives can look unstoppable right up
Inside Soul Patts: Jaki Virtue on culture, systems and long-term compounding
In this episode of Australian Investors Podcast, Owen Rask sits down with Jaki Virtue, Chief Operating Officer of Washington H. Soul Pattinson, for a rare look inside one of Australia’s most closely watched investment companies. Jaki explains how a business with only about 55 staff can still oversee a large and growing portfolio, and why culture, systems and clarity matter just as much as capital
Small Cap Playbook 4: 8 investing lessons from Ben Richards
In this episode of the Australian Investors Podcast, Owen Rask is joined by Ben Richards and Luke Laretive from Seneca Financial Solutions for the final instalment of the Small Cap Playbook series.
Instead of another stock-pick list, the conversation turns to Ben’s development as an investor and the lessons he has learned working alongside Luke. They unpack eight ideas that matter in small-cap in
Is the ASX the worst share market in the world? AI hype, Micron and ETF reality checks
In this episode of the Australian Investors Podcast, Owen Rask and Drew Meredith test a deliberately provocative question: is the ASX now the worst developed share market in the world?
Starting with fresh global market performance data, they compare Australia with Japan, Europe and the United States, then unpack why weak local growth, a bank-heavy index and a lack of global technology winners can
Berkshire Hathaway after Buffett with Alan Pullen from Magellan
In this Australian Investors Podcast episode, Owen Rask sits down with Alan Pullen from Magellan to unpack Berkshire Hathaway, Warren Buffett’s investing legacy and why the business may still deserve a fresh look even as Buffett steps back from day-to-day leadership.
They trace Berkshire’s path from a struggling textile mill to one of the most remarkable capital allocation machines ever built. Al
How Seneca spots small-cap catalysts and takeover targets
In this Australian Investors Podcast episode, Owen Rask is joined by Ben Richards and Luke Laretive from Seneca Financial Solutions to break down what actually moves small-cap share prices and why being “cheap” is rarely enough on its own.
They explain why catalysts matter so much in small-cap investing, how management incentives shape outcomes, and why takeover potential can be one of the cleare
Wesfarmers, BHP highs and what investors should do next
In this episode of the Australian Investors Podcast, Owen Rask and Drew Meredith move from the market headlines into the real forces shaping investor behaviour right now.
They start with Wesfarmers pushing higher, BHP printing fresh highs and Macquarie continuing to attract attention, then ask the question behind the moves: are these quality businesses still buys, or are investors paying up for c
Why commodities could matter again for investors with Justin Lin
In this Australian Investors Podcast episode, Owen Rask sits down with Justin Lin from Global X to unpack why commodities may be moving from ignored to essential again. Rather than treating gold, copper or lithium as short-term geopolitical trades, Justin explains why the bigger story is a mix of underinvestment, supply-chain fragility and a fresh wave of demand from AI, electrification and energy
ETF tax traps, CGT and cost base adjustments with Navarre Trousselot
This episode was originally featured on The Australian Finance Podcast.
In this Australian Investors Podcast episode, Owen Rask is joined by Navarre Trousselot, founder of Navexa, to unpack why the proposed 2026 Federal Budget tax changes could make ETF record-keeping and capital gains reporting much messier for everyday investors. Instead of glossing over the hard bits, they walk through how c
AI stock bubble? And is investing in space a good idea?
In this Australian Investors Podcast episode, Owen Rask and Drew Meredith are back for a super-sized "2 sense" segment, breaking down the biggest market news, key themes, and listener questions impacting Australian investors.
In this episode, we dive deep into:
- The AI Revolution: Despite mind-blowing growth (NVIDIA's profit up 285%), why did the tech giant "fail to impress," and what does th
John Abernethy on market crashes, bubbles and the lessons investors keep forgetting
In this Australian Investors Podcast episode, Mitchell Sneddon sits down with veteran investor John Abernethy to unpack what market crashes really teach you when you have lived through several of them. Rather than chasing clever forecasts, John explains why liquidity, incentives and investor behaviour usually matter far more when markets get ugly.
John reflects on the 1987 crash, the dot-com unwi
Seneca’s small-cap playbook: catalysts, conviction and when to sell
In this second Small Cap Playbook episode on the Australian Investors Podcast, Owen Rask is joined by Luke Laretive and Ben Richards from Seneca Financial Solutions to unpack how professional small-cap investors actually generate ideas — and why selling discipline matters just as much as finding a winner.
The conversation starts with where Seneca’s best ideas come from: deep company coverage, lon
Rewind: David Gardner, 6 traits to beat the market, rule breakers & legacy
We're revisiting one of our favourite conversations this week — with the Motley Fool's own David Gardner.
In this Australian Investors Podcast episode, your host Owen Rask sits down with David Gardner (co-founder of The Motley Fool and author of Rule Breaker Investing) to discuss:
– Beating the market vs indexing
– The “lose to win” philosophy and position sizing
– The six traits of rule-bre
5 ETFs for passive income and the 3 mistakes investors make
Passive income sounds easy in theory: buy a few ETFs, collect the distributions, and let the portfolio do the heavy lifting. In practice, the details matter. In this Australian Investors Podcast episode, Owen Rask sits down with Global X's Marc Jocum to explain how ETF income is actually generated, what investors should look for, and where people can go wrong when they chase yield without understa
ASX small caps: Seneca’s playbook for finding alpha
In this first Small Cap Playbook episode, Owen Rask sits down with Luke Laretive and Ben Richards from Seneca Financial Solutions to unpack how professional investors think about ASX small caps when the market is noisy, ETF flows dominate and AI tools promise easy answers. The pair argue that volatility is not the same as business risk, that so-called blue chips are not automatically safer, and th
Senator Andrew Bragg on housing, tax and Australia’s productivity problem
In this Australian Investors Podcast episode, Owen Rask sits down with Senator Andrew Bragg for a wide-ranging conversation about the Federal Budget, housing supply, tax, productivity and why so many Australians feel the country has become harder to get ahead in. Rather than getting stuck in party talking points, they focus on the practical questions investors, business owners and workers are aski
Mark Ambrose on deep value investing, airplane leases and asymmetric returns
In this Australian Investors Podcast episode, Mitchell Sneddon sits down with Mark Ambrose from Global Value Fund to unpack one of the more unusual deep value trades of the COVID era: buying into airplane leases when the aviation market looked uninvestable.
Mark explains why GVF was drawn to the setup. The fund was not trying to make a heroic prediction about airlines bouncing back overnight. Ins
Budget backlash? Temple & Webster, Brambles and your investing questions
In this week’s 2 Sense episode of the Australian Investors Podcast, Owen Rask and Drew Meredith unpack the messy collision of budget politics, company results and AI hype shaping markets right now. They look at the latest tax chatter, the debate over whether Australia is getting better at redistributing wealth than creating it, and why policy headlines can shift investor behaviour long before the
Like design? Why AI makes human judgment more valuable, ft. Andrew Hogan
AI can now generate prototypes, content and product ideas at speed — but Figma’s Andrew Hogan says the real edge is still human judgment.
In this episode, Owen Rask chats with Andrew about what AI is changing inside teams, why design is becoming more valuable, and how leaders are using better tools to communicate ideas with more clarity. They explore why senior designers may be worth more than ev
Is Australia doomed? Plus, CSL is close to a buy
In this week’s 2 Sense, Owen and Drew tackle a bigger question than one stock or one budget line item: is Australia getting worse at creating wealth?
Rask Wealth Checker: https://rask.au/wealth-checker
That opens a sharp conversation about tax chatter, policy drift and why uncertainty can make it harder for founders, investors and workers to build long-term value. The episode also revisits CSL,
Nick Sladen on why Cogstate could be one of the ASX's best healthcare stocks
In this Australian Investors Podcast episode, Mitch sits down with Nick Sladen for a deep dive into Cogstate and why it may be one of the more compelling ASX healthcare names right now.
Alzheimer's and broader central nervous system diseases are becoming more important as populations age, and Nick explains why that matters for Cogstate. The company plays a small but critical role in clinical tria
Is Buffett's portfolio falling behind? Plus Magellan, Bluey and the May budget
In this episode of 2-Sense, Owen and Drew ask a big question: is Warren Buffett falling behind in 2026, or is Berkshire Hathaway just investing on a different timetable to everyone else? They unpack Buffett’s huge Apple exposure, Berkshire’s growing cash pile and the broader debate around whether AI is changing the investing playbook or simply changing what investors are paying attention to right
Dimensional Fund Advisors: Bhanu Singh on Factor Investing
Dimensional Fund Advisors has quietly built one of the most respected investment firms in the world on the back of Nobel Prize-winning academic research. In this episode, Mitchell Sneddon sits down with Bhanu Singh, Australian CEO of Dimensional Fund Advisors and head of the world's largest active ETF manager, to unpack the philosophy, factors and discipline behind the firm.
Bhanu walks through
Help! My shares are being shorted! Plus, Tesla, Microsoft and passive income ETFs
In this episode of the Australian Investors Podcast, Owen Rask and Drew Meredith tackle a question that would spook plenty of income investors: what should you do if your shares land on the most shorted list?
That opens a broader discussion about dividend traps, earnings risk and whether a big yield is actually a warning sign. The pair also dig into recent results from Tesla, Microsoft, America
Inside Trump's pick to replace Jerome Powell
In May 2026, Jerome Powell's tenure as chair of the US Federal Reserve comes to an end. His replacement is Kevin Warsh — a former Fed governor and Donald Trump's hand-picked choice to lead the world's most powerful central bank. The appointment has been anything but quiet, arriving against a backdrop of sustained political pressure from the Trump administration, public attacks on Powell, and a cri
Would Warren Buffett succeed in Australia? Plus the best ASX sectors for the next decade
In this 2 Sense episode of the Australian Investors Podcast, Owen Rask and Drew Meredith move from practical investing questions to the bigger forces shaping portfolios right now. They settle the active ETF vs managed fund debate, run through the latest from Intel, Netflix and JP Morgan, pick the sectors they reckon will shine over the next decade — and ask the big one: could Warren Buffett have p
Inside a $350bn super fund: How your money is really invested
This episode was originally featured on The Australian Finance Podcast.
In this Australian Investors Podcast episode, your host Owen Rask is joined by Brian Parker, Chief Economist of Australian Retirement Trust (ART), to discuss how ART thinks about runway, portfolio construction, private markets and when volatility becomes opportunity.
They cover:
- What a chief economist actually does a
4 of ASX 200's worst stocks
In this episode of Australian Investors Podcast, Drew Meredith and Owen Raszkiewicz name four of the worst ASX 200 stocks from the past five years, Zip Co (ASX: ZIP), Nuix (ASX: NXL), Dubber (ASX: DUB) and EML Payments (ASX: EML), and explain the warning signs investors should have spotted earlier.
They also unpack the Nasdaq's 11-session winning streak, Betashares ATEC inflows, the Magellan and
Why the falling US dollar is igniting a massive emerging market supercycle
2025 was a record-breaking year for Emerging Markets, seeing the largest capital inflows in over a decade. But is this a short-term flight from the US dollar, or the beginning of a structural "EM Supercycle"?
In this episode, we sit down with Malcolm Dorson (Senior PM & Head of EM Strategy) and Billy Leung (Equity Research Analyst) from Global X to dissect the two engines of global growth: Indi
Owen Rask’s most overrated ASX share (and the 1 stock he’d own for 20 years)
In this Australian Investors Podcast episode, your hosts Owen Raszkiewicz and Drew Meredith discuss why Owen's most overrated ASX share is CSL Limited (ASX: CSL) and reveal the names of the 1 stock they would own for 20 years.
- Owen's most overrated stock: why CSL no longer deserves a super rich valuation on the ASX.-NextDC's $1b hybrid deal: The massive capital raise with Canada's La Caisse a
A 1000% winner in 3 years, what’s driving Powell Industries’ surge
How does a "boring" electrical engineering firm from Texas become one of the best-performing stocks on the NASDAQ? In this episode, we sit down with Tobias Bucks from Ausbil to dissect Powell Industries (NASDAQ: POWL). While the stock's recent vertical climb has caught the market's attention, the reality is that Powell is an overnight success story 79 years in the making.
Beyond the stock pitch
The biggest risk to SMSFs, and Xero turns to AI
In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith are back for 2 Sense.
Invest with Owen: https://bit.ly/R-invest
Rask financial planning: https://bit.ly/R-plan
TOPICS COVERED:
– Buying falling stocks vs chasing winners
– Designing the perfect ASX ETF
– Xero’s AI deal with Anthropic and what it means
– CSL, inflation risks, and market concentration concerns
L
Billy Leung's $100,000 ETF portfolio
Owen Rask and Billy Leung from Global X throw down the challenge to build two themed $100,000 ETF portfolios — one focused on AI infrastructure and the other on value investing — discussing long-term strategy, mistakes, lessons and the future of markets.
In this Australian Investors Podcast episode, your hosts discuss:– The one investment Billy held the longest (and what it taught him)– The most
Oil butterfly effect hits plumbing, ghost resorts & the SpaceX hype train
In this week’s 2 Sense episode, Owen and Mitchell lean into the chaos of the current market. From the geopolitical ripples of the Iran conflict to the surprisingly high cost of plastic piping, they trace the butterfly effect of oil through the ASX.
Plus, Owen returns from Vietnam with some eerie travel tales, and the team checks in on the ever-evolving saga of Richard White and WiseTech.
Top
The Decade of Power: Why the Energy Opportunity is Bigger Than AI
The market is obsessed with AI as the sole driver of energy demand, but the "Saaspocalypse" of February taught us that picking AI winners is a volatile game. In this episode, Mark Jones from Resolution Capital explains why the real opportunity lies in the "picks and shovels" that power the modern world: Electricity Utilities.
We dive into why Resolution Capital has doubled down on utilities (60%
Oil and inflation crisis hits Australia
In this Australian Investors Podcast episode, with Owen on holiday in Vietnam, Mitchell Sneddon joins Drew Meredith to discuss:
– US–Iran conflict and what it means for oil prices, inflation and markets
– L1 Capital’s new gold listed investment company
– Hansen Corporation in the news and a look at the billing software providers prospects
– What has had a worse effect on markets to date, the
Red flags investors should check before choosing a private credit manager
Private credit is growing rapidly in Australia. Understanding how managers actually operate may matter more than the yield itself.
In this episode of the Australian Investors Podcast, Mitchell sits down with Nicole Kidd, CEO of Corval Avenue, to unpack how investors should evaluate real estate private credit managers. As private credit continues to attract capital with double-digit yields, Nicole
Retired at 39 and $4m in Super, Japanese ETFs & no franking credits
In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:
– Why Drew invested in a Melbourne bar
– Rising distrust in superannuation
– Div 296 and SMSF strategy questions
– Retirement bucket strategies and FIRE investing
If you love learning about retirement planning and investing strategy, subscribe to the Australian Investors Podcast on Apple, Spotify,
How booking.com built a travel empire (and why Google can’t kill it yet)
In this Booking Holdings Ltd deep dive, we sit down with Alan Pullen from Magellan Investment Partners to analyse the evolution of a travel giant. From its origins as Priceline.com during the dot-com era to its transformative acquisition of Booking.com, we explore how the company’s shift from an agency model to a merchant model has reshaped its financial profile. We break down the "Connected Trip"
What if ETFs didn't exist? Plus, top 3 highlights from the ASX
In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:
– US–Iran conflict and what it means for oil prices, inflation and markets
– Magellan’s merger with Barrenjoey and what it means for investors
– Netflix stepping away from the Warner Bros deal
– Reporting season highlights: Block, Woolworths, Apple, NAB and more
If you love learning about investing,
ASX micro caps with big potential | Luke Winchester (Merewether Capital)
In this Australian Investors Podcast episode, your host Owen Rask is joined by Luke Winchester, founder of Merewether Capital, to discuss:
– How Luke filters 2,000+ ASX stocks down to a high-conviction watchlist
– What makes a quality micro cap in today’s market cycle
– Five ASX micro caps Luke is watching (and in some cases owning)
– Why process, patience and position sizing matter in small caps
ASX results: WiseTech soars, NVIDIA surges & WOW’s best day in 30 years
In this Australian Investors Podcast episode, your hosts Owen Rask and Drew
Meredith discuss:
– NVIDIA’s 73% revenue growth and what it means for Aussie investors
– Why the ASX rally may be dangerously narrow
– WiseTech cutting 2,000 jobs and what AI means for software
– Major ASX results: Woolworths, Domino’s, ARB, Accent & more
If you love learning about long-term investing, markets and busi
BHP flies to record high, while JBH, CGF & TWE report
In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:
– Reporting season highlights: BHP, Challenger, Treasury Wine Estates and JB Hi-Fi
– BHP’s record high and the copper narrative
– AI disruption and personal financial resilience
– Listener questions: VDHG + alternatives, CGT transfer to partner, gearing in super
If you love learning about investing,
It almost broke... now it's doing $45 million | Taylor McPhail, scaling McPhails furniture
In this Australian Investors Podcast episode, your host Owen Raszkiewicz sits down with Taylor McPhail, CEO and owner of McPhail’s Furniture, to unpack:
– How McPhail’s went from $22m to $45m revenue
– The painful dip that nearly broke the business
– Why moving to Shopify unlocked explosive growth
– The $45m, 100-acre logistics expansion in regional Victoria
Taylor first joined Owen on-site in W
Did vibe coding kill Pro Medicus (ASX:PME)? Not so fast...
In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:– AI, vibe coding and whether software moats are at risk– Pro Medicus (ASX:PME) results and the 22% share price fall– ASX at all-time highs amid a $65bn wipeout– Listener questions on ETFs, silver, property, WiseTech and more
If you love learning about investing, ETFs and Australian shares, subscribe to t
Raiz Invest Ltd (ASX:RZI) - growth, unit economics & Aussie FinTech
In this Australian Investors Podcast episode, your hosts Owen Rask (and team) sit down with Brendan Malone, CEO and Managing Director of Raiz Invest Ltd (ASX: RZI), for a strategic, no-nonsense discussion on how a scaled consumer fintech actually operates.
Together, they unpack:
– Raiz’s true business model and unit economics
– Why engagement and FUM matter more than headline customer growth
– Pr
Luke Winchester: Prepare for ASX Reporting Season like a pro
In this Australian Investors Podcast episode, your host Owen Rask is joined by Luke Winchester, founder of Merewether Capital, to break down how a professional investor approaches ASX reporting season.
Together, they discuss:
– How reporting season differs from the rest of the year
– Luke’s preparation process and decision-making framework
– The idea that one key metric often drives a stock in th
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