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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Is the RBA hiking rates? Retirees chasing alpha, Collins Foods and a REIT deep drive
<p>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%.</p> <p>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 also increased to 3.3%, above the RBA's forecast of 3.2%.</p> <p>In this Australian Investors Podcast episode, Owen Rask and Drew Meredith debate the RBA's next move, tackle...
Inside Euphemia’s family office: Backing women-led, climate & fintech startups
<p>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. </p> <p><br></p> <p>Learn how Euphemia’s investment strategy works, the red flags to watch for, and what it means to be a “network-powered” investor Topics Covered – The origin story of Euphemia & Judy’s role as CEO – Why 80%+ of Euphemia’s assets are in venture capital – Their investment thesis: fintech, climate tech, and women-led startups –...
How indices are built - a technical deep dive with Jason Ye
<p>In this Australian Investors Podcast episode, your host Owen Rask speaks with Jason Ye, Director, Factors and Dividends, S&P Dow Jones Indices. </p> <p>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 Topics Covered – How Jason Ye built his career in factor-based investing and indexing – History and function of S&P Dow Jones Indices – How benchmark indices like the S&P 500 and ASX 200 are built – How factor indic...
Alphabet (GOOG) is the real winner of AI - here's why
<p>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?</p> <p> 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 massive earnings beat, Alphabet's vertical integration strategy might be the smarter long-term play. By controlling the entire AI stack - from custom chips to Search, YouTube, and Cloud infrastructure - Google could...
Meb Faber on Quant Investing, Shareholder Yield ETFs & Building Cambria Funds
<p>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 podcast since 2016 and it has featured a who's who of guests, from Patrick O'Shaughnessy, Morgan Housel to Joel Greenblatt. In this chat we cover - Meb's career and what led...
Financial IQ vs EQ: How to master your money, with Karen Eley
<p>In this Australian Investors Podcast episode, your host Owen Rask chats with money coach and former financial adviser Karen Eley about:</p> <p>– The difference between financial IQ and EQ</p> <p>– Why money behaviour matters more than knowledge</p> <p>– How to improve financial wellbeing with values and emotional awareness</p> <p>– Practical tools to build smarter financial habits</p> <p><br></p> <p>If you love learning about investing psychology and financial wellbeing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!</p> <p><br></p> <p>Follow us on Instagram and TikTok for more investin...
Is diversification overrated? Why Alphabet wins? Should you invest 100% overseas?
<p>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.</p> <p><br></p> <p>Meanwhile, rumours are swirling that Warren Buffett's Berkshire Hathaway has bought into Alphabet (Google). Why? Search dominance. YouTube's advertising empire. Cloud growth. AI infrastructure leadership. Alphabet represents everything the ASX isn't: tech-forward, globally dominant, and diversified across multiple revenue streams.</p> <p>So the big questions: Is diversification overrated? Should Aussie investors just...
The new monetary order, with PIMCO's Tony Crescenzi
<p>In this Australian Investors Podcast episode, your host Owen Rask speaks with Tony Crescenzi, Executive Vice President and Market Strategist at PIMCO, to discuss:</p> <p><br></p> <p>– Why defensiveness is PIMCO’s current strategy</p> <p>– The lessons from over four decades in markets</p> <p>– The concept of a new global monetary order</p> <p>– Where bonds fit for modern Australian investors</p> <p><br></p> <p>If you love learning about macro investing, fixed income or market strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!</p> <p><br></p> <p>Follow us on Inst...
Why global REITs may be the most overlooked opportunity with Chris Bedingfield
<p>In this Australian Investors Podcast episode, your host Owen Rask speaks with Chris Bedingfield of Quay Global Investors about:<br>– Why real estate is an inefficient market<br>– How replacement cost drives long-term property value<br>– Why global REITs offer diversification Australian REITs can’t<br>– Where today’s best opportunities lie across global property sectors<br>If you love learning about property, REITs, global markets and income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!<br>Follow us on Instagram and TikTok for more investing insights.<br>Topics Covered<br>– Why most investors use the wrong metr...
DroneShield plunges more than 20%, Flight Centre deep dive & answering your investing questions
<p>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% from 2018 highs. With a 15x PE, 3.6% dividend yield, and Morningstar rating it as undervalued, is this beaten-down travel giant a buying opportunity? Drew reveals his view on Flight Centre, covering the company's record $24.5bn travel bookings, US expansion, corporate vs leisure...
