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
Inside SOL 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
Big Tech earnings: Winners & losers, silver's 26% crash & Drew's falling knives
Silver just crashed 26% in THREE DAYS - from $170 to $126. Gold plummeted from $7,800 to $6,700 in a matter of days. Just last week everyone was asking Drew about adding silver to portfolios. This is why you don't chase hot thematics!
In this Australian Investors Podcast episode, Owen Rask and Drew Meredith dissect Big Tech earnings that shocked Wall Street:
Microsoft (MSFT) down 11% - Azure c
Is private credit resilient as the US economy splits in two?
Is the US economy a mess? With markets feeling noisy and uncertain, this conversation with Nehemiah Richardson offers a perspective on where the real risks sit — and where they don’t.
In the face of unprecedented social and geo-political unrest, just how unstable is the US economy? Are the AI megacaps papering over the cracks of a weakening middle class?
Today’s episode is with Nehemiah Richard
Making a 10/10 investment strategy [10/10]
In this Australian Investors Podcast episode, your host Owen Rask wraps up the Investment Foundations Series with:
The key takeaways from all 9 episodes in the series
How to apply index investing, asset allocation and automation
Why a simple, low-cost and diversified strategy often wins
How to keep going when markets get tough or noisy
If you want to level up your invest
Warren Buffett & beyond: lessons investing legends [9/10]
In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with:
- timeless investing principles from Warren Buffett and other legends
- how to think about moats, margins of safety and compounding
- why mindset, patience and simplicity matter more than genius
- lessons from history’s best (and most underrated) investors
If you want to level
Managed funds & active investing… gone right [8/10]
In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with:
What managed funds actually are and how they work
When active management is worth the cost
How to compare fund managers and watch for red flags
Key tools like active share, fund style, fees and liquidity
If you want to level up your investment knowledge and t
Economics for all investors [7/10]
In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with:
- the key economic indicators all investors should know
- how inflation, interest rates and GDP growth affect markets
- why the business cycle and unemployment data matter
- using economic data without falling into macro guessing
If you want to level up your investment knowled
2026 stock game: Owen & Navarre's $100,000 stock game portfolio
The Rask 2026 stock market game is live - it's called Stock Genius. Available at stockgenius.com.au, in collaboration with Navexa, the Rask Stock Market is open for you to compete and enjoy with over 1,000 fellow investors.
In this episode, we cover:
- Is AI killing app investing in 2026?
- Are you a stock market genius? Play our game to find out
- How the game works
- Smart tracking for po
Property Investing + Shares [6/10]
In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with:
how real estate investing works and the key trade-offs
comparing direct property to listed shares, REITs and ETFs
the real impact of gearing, illiquidity and concentration risk
how shares can give you access to global real estate — without buying a house
If y
Portfolio construction essentials [5/10]
In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with:
how asset allocation drives long-term returns
the role of diversification across assets, sectors and regions
why rebalancing matters and how to do it properly
how to think about portfolio structure, volatility and investment goals
If you want to level up your
Vanguard & passive investing [4/10]
In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with:
- the rise of Vanguard and the birth of index funds
- why low-cost investing is a powerful advantage
- how ETFs and market-cap indexing actually work
- the evidence behind passive investing outperformance
If you want to level up your investment knowledge and take control of yo
Value investing foundations [3/10]
In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with:
- what value investing really means and why it works
- key principles from Graham, Buffett and modern investors
- how to think about intrinsic value, DCF and the margin of safety
- why some stocks are cheap for a reason (value traps)
If you want to level up your investment kno
Passive income investing essentials [2/10]
Passive income investing essentials: how to use dividends, franking, bonds and reinvestment strategies to grow income and build wealth.
In this Australian Investors Podcast episode, your host Owen Rask continues the Investment Foundations Series with:
- the core ingredients of a passive income investing plan
- how dividends, franking credits and term deposits work for Aussie investors
- the
Personal finance foundations for investors [1/10]
In this Australian Investors Podcast episode, your host Owen Rask kicks off the Investment Foundations Series with:
- personal finance foundations for investors that want to grow their wealth
- how to use compound interest, dollar-cost averaging and superannuation to your advantage
- why goals, risk tolerance and automation matter more than you think
- what smart investors get wrong about fees
Leadership & masculinity: from Special Operations to The Sound of Music, with Shane Horsburgh
In this Australian Investors Podcast episode, your host Owen Rask sits down with Shane Horsburgh — ex-police tactical leader, author of Fighting Blind, and leadership coach — to explore:
- what it means to be guided by your soul, not your ego
- redefining masculinity through stillness, patience and presence
- lessons from Iraq, police tactical operations and culture change programs
- how leade
4 micro cap ASX stocks for 2026: RHI, EZL, RDY & SRZ [Part 3/3]
In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about:
– Red Hill Minerals (RHI): 11% yield and exposure to MIN’s Onslow Iron
– Euroz Hartleys (EZL): WA broker with history of capital returns
– ReadyTech (RDY): takeover target and still the cheapest ASX software stock?
– Stellar Resources (SRZ): under-
4 small-cap ASX stocks with serious upside [Part 2/3]
In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about:
– Symal (SYL): a newly listed boring business in the best way
– Emeco (EHL): discounted to NTA and a potential takeover target
– HMC Capital (HMC): 3 big issues, but plenty of hidden value
– Qoria (QOR): cyber safety stock with overlooked tailwinds
If
4 ASX stocks to watch in 2026: REA, WTC, NXG & S32 [Part 1/3]
In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about:
– Why REA Group (REA) could keep winning despite the noise
– WiseTech Global (WTC): sticky, high-margin, misunderstood
– NexGen Energy (NXG): exposure to the world’s best uranium asset?
– South32 (S32): this base metals stock is completely unloved
If y
$10,000 portfolio finale, our best stocks of 2025, AI picks AI stock for AI theme & Deremith's
In this Australian Investors Podcast episode - your finale of the 2 Sense series for 2025 - your host Owen Rask is joined by Dr Andrew Deremith (AKA Drew Meredith) to:
- Review 2025 - the year that was… filled with AI
- Settle 2 BIG bets made on the show
- Name their best stocks of 2025
- Name 1 stock pick for 2026
- Provide an overview of ways to profit from AI
- Provide a teaser about the
How fixed income indices actually work
What does a day in the life of a product manager at S&P Dow Jones look like? Lots and lots of data. Rask’s Mitchell Sneddon sits down to talk with Jessica Tan who the the Principal of Fixed Income Indices at S&P Dow Jones Indices.
Jessica breaks down the interesting differences between fixed income markets around the world and uses a bento box to describe how she puts together a fixed income inde
Peter Phan from Castlereagh Equity - Mental Models [Throwback]
Peter Phan is the Portfolio Manager of Castlereagh Equity. Many Australian investors already know Peter from his time blogging and due to his activity on Twitter.
This podcast is epic, unfiltered, barely edited and raw. I barely edited this audio file.
It took place remotely, so the audio file is a little rough. Consider wearing your headphones.
You’ve probably seen this episode come up i
Gary Hui on shorting A2 Milk, why narratives lie & building deep research edge at Geometrica
In this Australian Investors Podcast episode, your host Mitchell Sneddon is joined by Gary Hui, portfolio manager at Geometrica Fund, a Sydney-based global long-short hedge fund.
Gary doesn’t follow market narratives — he follows hard data.
In this episode, Mitchell and Gary discuss:
– Why narratives like founder-led businesses are often misleading
– How Geometrica surveyed thousands of WeChat us
Is the RBA hiking rates? Retirees chasing alpha, Collins Foods and a REIT deep dive
Inflation spiked to 3.8% in October, driven by higher electricity and food costs. Economist Warren Hogan is calling for the RBA to raise rates by at least 25 basis points - possibly 40bp to get the cash rate back to 4%.
Is Dr Deremith's famous "it's a no" prediction about to be proven wrong? A first interest rate rise in more than two years could be on the cards in 2026 after underlying inflation
Inside Euphemia’s family office: Backing women-led, climate & fintech startups
In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Judy Anderson-Firth, CEO of Euphemia. Together they discuss the inside story of how one of Australia’s most progressive family offices invests with purpose—backing fintech, climate tech and women-led startups.
Learn how Euphemia’s investment strategy works, the red flags to watch for, and what it means to b
How indices are built - a technical deep dive with Jason Ye
In this Australian Investors Podcast episode, your host Owen Rask speaks with Jason Ye, Director, Factors and Dividends, S&P Dow Jones Indices.
Together they discuss:
– How indices like the S&P 500 and ASX 200 are constructed
– The logic and application of factor investing
– Dividend indices and their use in Australian investing
– The rise and role of ETFs and their relationship with S&P indices
Alphabet (GOOG) is the real winner of AI - here's why
Alphabet (Google) is making its own chips. What kind? Why now? And could this make Alphabet - not NVIDIA - the ultimate winner in the AI race?
In this Australian Investors Podcast episode, Owen Rask and Drew Meredith break down why Alphabet could be the big AI winner, dissect the ASX meltdown, and deliver a comprehensive fixed income masterclass.
While NVIDIA grabs headlines with another massiv
Meb Faber on Quant Investing, Shareholder Yield ETFs & Building Cambria Funds
In this episode on the Australian Investors Podcast, Mitch chats with Meb Faber. Meb is a Californian-based fund manager with a suite of ETFs under his funds management banner, Cambria. His ETFs cover a wide range of asset classes and styles, from global value to cannabis.
Before I knew Meb for his ETFs I knew him from his world-class podcast, The Meb Faber show. Meb has been recording this podc
Financial IQ vs EQ: How to master your money, with Karen Eley
In this Australian Investors Podcast episode, your host Owen Rask chats with money coach and former financial adviser Karen Eley about:
– The difference between financial IQ and EQ
– Why money behaviour matters more than knowledge
– How to improve financial wellbeing with values and emotional awareness
– Practical tools to build smarter financial habits
If you love learning about investing
Is diversification overrated? Why Alphabet wins? Should you invest 100% overseas?
Here's the uncomfortable truth: The ASX has delivered mediocre returns compared to US markets over the past decade. CBA and CSL - Australia's two biggest companies - are in freefall with a five-day market bloodbath. Banks and miners dominate our index.
Meanwhile, rumours are swirling that Warren Buffett's Berkshire Hathaway has bought into Alphabet (Google). Why? Search dominance. YouTube's adv
The new monetary order, with PIMCO's Tony Crescenzi
In this Australian Investors Podcast episode, your host Owen Rask speaks with Tony Crescenzi, Executive Vice President and Market Strategist at PIMCO, to discuss:
– Why defensiveness is PIMCO’s current strategy
– The lessons from over four decades in markets
– The concept of a new global monetary order
– Where bonds fit for modern Australian investors
If you love learning about macro inve
Why global REITs may be the most overlooked opportunity with Chris Bedingfield
In this Australian Investors Podcast episode, your host Owen Rask speaks with Chris Bedingfield of Quay Global Investors about:– Why real estate is an inefficient market– How replacement cost drives long-term property value– Why global REITs offer diversification Australian REITs can’t– Where today’s best opportunities lie across global property sectorsIf you love learning about property, REITs, g
DroneShield plunges more than 20%, Flight Centre deep dive & answering your investing questions
Market darling DroneShield crashed 20% in early trade after founder and CEO Oleg Vornik dumped nearly 15 million shares worth $49.5 million. What does this insider selling signal for the stock's future?
In this Australian Investors Podcast episode, Owen Rask and Drew Meredith dissect the DroneShield sell-off, then dive deep into Flight Centre shares trading at $12 - down 30% this year and 80% fro
How to invest in private equity halfway through the funds life
In this Australian Investors Podcast episode, host Mitchell Sneddon is joined by Eric Foran from Coller Capital, one of the world’s largest and longest-standing investors in private equity secondaries.
Mitch first visited the Coller Capital team in New York, and when he heard Eric was visiting Australia, he grabbed the chance to bring him on the show.
Secondaries might be a new term to many inve
Shopify, YouTube, AI & Instagram: how to invest in digital businesses, ft Flippa CEO Blake Hutchison
In this Australian Investors Podcast episode, your host Owen Rask chats with Blake Hutchison, CEO of Flippa, about:
– How Flippa became the world’s largest marketplace for digital businesses
– Why investors are flocking to Shopify, YouTube, and AI-driven businesses
– The infrastructure behind small business M&A in the digital age
– What it takes to successfully buy or sell an online business
Mike Kemp on AI investing, staying the course & buying into KFC [Throwback]
Michael "Mike" Kemp is a multiple-time author, super-successful private investor, former dentist, student of history and former analyst at Barefoot Investor.
This podcast is the extended version of what's already appeared on The Australian Finance Podcast. It was also FILMED.
In this special episode, Mike Kemp joins Owen Rask and Kate Campbell for a discussion about history, the future, human n
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