Australian Investors Podcast
The Australian Investors Podcast is a twice weekly podcast (Wednesday & Saturday), featuring laid back but intelligent short- and long-form conversations about markets, business, psychology, lessons learned and investment process. At Rask, our goal is to bring you the best insights, information and proven strategies to help you invest your time and money. SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-investors-podcast
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Red flags investors should check before choosing a private credit manager
<p>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 explains why the manager is effectively part of the asset — and how weak governance, conflicted incentives, or poor reporting can turn an attractive investment into a multi-year workout. The conversation provides a practical framework investors can use to separate disciplined cr...
Retired at 39 and $4m in Super, Japanese ETFs & no franking credits
<p>In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:</p> <p>– Why Drew invested in a Melbourne bar</p> <p>– Rising distrust in superannuation</p> <p>– Div 296 and SMSF strategy questions</p> <p>– Retirement bucket strategies and FIRE investing</p> <p><br></p> <p>If you love learning about retirement planning and investing strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!</p> <p><br></p> <p>Follow us on Instagram and TikTok for more investing insights.</p> <p><br></p> <p>Why Drew invested in a bar - Beneath Driver Lane</p>...
How booking.com built a travel empire (and why Google can’t kill it yet)
<p>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" strategy and examine how the integration of brands like Agoda and OpenTable creates a powerful network effect that continues to dominate the fragmented European and global hotel markets. As investors look fo...
What if ETFs didn't exist? Plus, top 3 highlights from the ASX
<p>In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:</p> <p>– US–Iran conflict and what it means for oil prices, inflation and markets</p> <p>– Magellan’s merger with Barrenjoey and what it means for investors</p> <p>– Netflix stepping away from the Warner Bros deal</p> <p>– Reporting season highlights: Block, Woolworths, Apple, NAB and more</p> <p>If you love learning about investing, markets and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!</p> <p>Follow us on Instagram and TikTok for more investing insights.</p> <p><br></p> <...
ASX micro caps with big potential | Luke Winchester (Merewether Capital)
<p>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 If you love learning about micro cap investing, ASX small caps and long-term compounding, subscribe to the Australian Investors Podcast on Apple , Spotify, or YouTube ! Follow us on Instagram and TikTok for more investing insights. Topics Cov...
ASX results: WiseTech soars, NVIDIA surges & WOW’s best day in 30 years
<p>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 business analysis, subscribe to the Australian Investors Podcast on Apple , Spotify , or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – NVIDIA earnings & AI disruption – ASX reporting season recap – Narrow market breadth warning – Rate hike probabilities – Port...
How listed private credit is reshaping income investing on the ASX
<p>Andrew Lockhart, Founder of Metrics Credit Partners, joins us to walk through three ASX-listed income opportunities within the Metrics stable. We’ll trace the firm's history from the very beginning and unpack their core investment approach through the lens of these three specific funds. Talking points - Who is Andrew Lockhart? - Why start a business in the private credit space - What do you look for in an analyst when you’re hiring - Is there more competition today for origination? - A walk through of ASX listed funds, MRE, MOT and MXT - What does inflation mean for...
BHP flies to record high, while JBH, CGF & TWE report
<p>In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:</p> <p>– Reporting season highlights: BHP, Challenger, Treasury Wine Estates and JB Hi-Fi</p> <p>– BHP’s record high and the copper narrative</p> <p>– AI disruption and personal financial resilience</p> <p>– Listener questions: VDHG + alternatives, CGT transfer to partner, gearing in super</p> <p>If you love learning about investing, reporting season and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!</p> <p>Follow us on Instagram and TikTok for more investing insights.</p> <p><br></p> <p>Topics Cov...
It almost broke... now it's doing $45 million | Taylor McPhail, scaling McPhails furniture
<p>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 Wangaratta when the business was riding high at $22 million in revenue. Since then, McPhail’s dipped below $20m, rebuilt its structure, hired a new GM, doubled down on systems — and is now tracking towards $45 million in annual sales. This is a...
Did vibe coding kill Pro Medicus (ASX:PME)? Not so fast...
<p>In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:<br>– AI, vibe coding and whether software moats are at risk<br>– Pro Medicus (ASX:PME) results and the 22% share price fall<br>– ASX at all-time highs amid a $65bn wipeout<br>– Listener questions on ETFs, silver, property, WiseTech and more</p> <p>If you love learning about investing, ETFs and Australian shares, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!</p> <p>Follow us on Instagram and TikTok for more investing insights.</p> <p>The contradiction is real.</p> <p>The S&P/ASX...
