Is it, property AND shares? Property OR shares? Or ALL property and NO shares? Marc Jocum of Global X ETFs Australia joins Owen Rask in this Australian Investors Podcast episode to explain 7 reasons why property investing in Australia could be better than shares and ETFs (Exchange Traded Funds). But wait, there's more! This Property Versus Shares episode is part 3/3 and follows a super-popular episode. Part 2/3: 10 reasons why shares and ETFs are better than property (in retirement): https://www.youtube.com/watch?v=-Gmi7exrScQ Part 1/3: How to use shares and ETFs for passive income: https://www.youtube.com/watch?v=YniljKAXnqY&t=0s 7 Reasons to invest in property 1. Leverage, unlike any other 2. Familiarity, leading to less bias 3. Tax benefits, negative gearing anyone? 4. Supply & demand imbalances = more scarcity with assets 5. Inflation hedge, as build costs and rents adjust to inflation 6. Optionality, within the property and across your wealth 7. Government support, get the conspiracy pitchforks ready! Resources: Global X website (all funds): https://bit.ly/gx-funds ~~ 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

On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk investing for kids, NVIDIA (NVDA) results and why Drew hates industry Super funds like Host Plus (just kidding!). ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan 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

Brian Hartzer, former Westpac Group (ASX: WBC) CEO, author of The Leadership Star, and CEO of Quantium Health, features on this episode of The Australian Investors Podcast with Owen Rask. Brian Hartzer is an experienced executive and banker, leadership mentor and investor who served as CEO of the Westpac Banking Group from 2015 to 2019. Prior to his time as Westpac’s CEO, Brian spent 15 years in senior executive roles at major banks in Australia and the UK. These roles included Brian becoming CEO at Westpac, and divisional chief executive at the Royal Bank of Scotland Group (RBS) and ANZ Banking Group (ASX: ANZ). Prior to joining ANZ, Brian spent ten years as a financial services strategy consultant at First Manhattan Consulting Group in New York, Melbourne and San Francisco. Based in Sydney, Brian is CEO of data and technology platform, Quantium, where he is CEO of the group's Health business. In this Australian Investors Podcast with Owen Rask, Brian Hartzer shares: 1. His journey and early life, with key lessons from parents to boarding school 2. Getting into Princeton and turning down a job at JP Morgan 3. Discovering the power of banking 4. Lessons learned at ANZ as it transitioned to digital 5. The GFC and it's impact on Royal Bank of Scotland 6. Developing as a leader through challenges in the UK and Australia 7. Brian's role at Westpac 8. Taking on the CEO role at Westpac during the Royal Commission 9. The five key principles of Brian's Leadership Star framewokr 10. What it means to 'clear the way' for brilliant employees 11. The role of AI and Brian's role at Quantium Health 12. Two pieces of Brian would give himself Brian's book on Amazon: https://www.amazon.com.au/Leadership-Star-Practical-Building-Engagement/dp/0730390837 Brian's book on Audible: https://www.audible.com.au/pd/The-Leadership-Star-Audiobook/B09JG11S5Q Leadership star website: https://www.theleadershipstar.com/ Quantium: https://quantium.com/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Financial Planning: https://bit.ly/R-plan 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

On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask talk: Should Drew buy a Tesla or Prado? Vanguard global small caps Active versus passive Whitefield's yield play Transferring assets out of an SMSF Do I salary sacrifice or invest outside Super? ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan 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

Tash Invests, AKA Natasha Etschmann, features on this episode of The Australian Investors Podcast with Owen Rask. Tash Invests is one of Australia's most widely followed financial educators, authors, podcast hosts and content creators. Based in Melbourne, Tash's influence has grown dramatically, even earning her a spot in Forbes 30 Under 30 in 2024. At the age of just 27, Tash has achieved an incredible amount. She joined Owen to talk about her journey to building wealth through shares and property, why she and Ana Kresina wrote How To Not Work Forever, earning income online, how she invests, and more. Tash & Ana's book: https://www.amazon.com.au/How-Not-Work-Forever-Investing/dp/1394248865 Instagram: https://www.instagram.com/tashinvests/ Get Rich Slow Podcast: https://podcasts.apple.com/au/podcast/get-rich-slow-club/id1674449171 ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan Access Show Notes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan 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

On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask go live from Melbourne to answer your questions... and make more silly predictions. Covered this weekend - Trump wins - US rates cut - Australian rates steady - NAB dividends are back! - ANZ reports ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan 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

Who is the better investor: Peter Lynch, from One Up on Wall Street fame, or Warren Buffett, Berkshire Hathaway Chairman? In this Australian Investors Podcast with Owen Rask, Global X ETFs Australia's Marc Jocum gets into the weeds on the company's new Exchange-Traded Fund (ETF), S&P World ex Australia GARP ETF (ASX: GARP). This episode is sponsored by Global X Australia, as part of its long-term advertising partnership. Topics covered: 1. Better investor: Warren Buffett or Peter Lynch? 2. Why isn't there a 'Warren Buffett ETF'? 3. What is GARP investing? 4. What drives stock prices over 10+ years? 5. What's better: FANG stocks or GARP investing over a 10-year horizon? Learn more about the Global X GARP ETF: https://www.globalxetfs.com.au/funds/garp/ Marc's GARP explainer: https://www.globalxetfs.com.au/introducing-garp/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning and more: https://bit.ly/R-plan 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

Alphinity Investment Management's Trent Masters explains the value to be captured when a skilled investor has the ability to find companies/stocks with upside earnings surprise potential. On this episode of The Australian Investors Podcast, Owen Rask talks with Trent Masters, Global Portfolio Manager at Alphinity, about: 1. The benefit of a STEM background in investing 2. The outlook for big technology companies 3. Trent's best and worst bets on technology companies 4. Alphinity's investment philosophy and process 5. The value embedded in earnings surprises, and more Learn more about the Alphinity Global Equity Fund: https://www.alphinity.com.au/core-funds/alphinity-global-equity-fund/ Trent's Linkedin: https://www.linkedin.com/in/trentmasters?originalSubdomain=au ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest All services: https://bit.ly/R-plan 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

I've made 5x my money on Xero Limited (ASX: XRO) and Pilbara Minerals Ltd (ASX: PLS) - is it time to sell? On this weekend's Australian Investors Podcast 2 Sense episode, financial adviser Drew Meredith and Chief Investment Officer Owen Rask go live from Melbourne to answer your questions... and make more silly predictions.  Covered this weekend If I'm up 5 times my money on Xero and Pilbara Minerals, should I sell? Alphabet (NASDAQ: GOOGL) reports... decent results Woolworths Group Ltd (ASX: WOW) falls as online sales drop margins Is Coles Group (ASX: COL) a better buy? I've inherited $20,000 of BK Investment Company Ltd (ASX: BKI), Australian Foundation Investment Co. Ltd (ASX: AFI), Suncorp (ASX: SUN) and Telstra (ASX: TLS) - should I sell? ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan 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

Invesco's Scott Bennett explains why small caps outperform, the nuance of small caps and why quantitative can outperform in ASX small caps. On this episode of The Australian Investors Podcast, Owen Rask speaks with Invesco Australia's Scott about: Why do small caps outperform? Factor investing - how strategies are created How can a systematic strategy work in ASX small caps? Why small cap index strategies are tilted to failure Will AI make us worse investors? Learn more about Invesco Smaller Companies Fund: https://www.invesco.com.au/home/funds/invesco-wholesale-australian-smaller-companies-fund-class-a?audienceType=investor Scott's Linkedin: https://www.linkedin.com/in/scott-bennett-572b776/?originalSubdomain=au ~~ Resources you'll love ~~ 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

In this episode, we sit down with Global X ETF expert Billy Leung to explore four major investment themes shaping the future of investing. Billy shares his insights on the investment case for each theme, using his three key evaluation criteria: Technological advancements driving the theme Political and regulatory tailwinds supporting growth Demographic shifts indicating long-term demand During the episode, we dive deep into cybersecurity, nuclear energy, semiconductors, and discuss whether the Metaverse still holds investment potential in today’s landscape. We also tackle the skepticism around thematic ETFs, noting how generalized negative commentary often misses the nuance. Billy provides a framework that investors can use to assess whether a theme is a long-term trend worthy of inclusion in their portfolio. Finally, amongst all of the tech talk we find ourselves discussing Billy’s investment in whiskey. Don’t miss the chance to learn how to evaluate investment themes with expert advice from Billy Leung. Click here for Owen’s previous interview with Billy. Click here to download Global X's ETF Landscape Report. ~~ Resources you'll love ~~ 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

What is going on at WiseTech Global Ltd (ASX:WTC) and Richard White? Are billionaires evil? Plus, what's the deal with investment bonds being tax free? Video version: https://youtu.be/vik9HpIaDTs On this 2 Sense episode of the Australian Investors Podcast, Owen Rask and Drew Meredith pop the hood on some bees in their bonnet: 1. Why Owen is sick of the media taking down founders 2. Drew says Goldman Sachs is wrong about the S&P 500 3. What's the deal with investment bonds? Are they really tax free? 4. Should I use a DRP for investing? 5. I think I found a dodgy real estate agent 6. What happens to FANG stocks when the AI rocketship crash lands? ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Financial Planning: https://bit.ly/R-plan 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

Alan Kohler is Australia's most recognisable business journalist, the founder of Eureka Report, former AFR columnist and ABC television host. Alan joins Owen Rask on this Australian Investors Podcast to talk: Investment lessons learned Career advice - how he's managed to stay at the top for so long Building media companies, and selling them The most memorable guests and characters Worst corporate leaders Advice for his younger self Want to hear more? Join Alan at Eureka: https://www.intelligentinvestor.com.au/research/eureka-report ~~ 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 InvestSMART, owner of Eureka Report, is a long-term sponsor of Rask podcasts. 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 former financial adviser and financial literacy advocate, Jessica Brady. Topics covered with Jess Brady include: How to get started with money - early or late Money barriers and biases holding us back Goal setting and the mistakes people make Money date tips & traps, and Australia's looming property problem Work with Jess: Money dates & investing starter packs: https://courses.jessicabrady.com.au/Freebies Jess's website: https://jessicabrady.com.au/ ~~ 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

On this 2 Sense episode of the Australian Investors Podcast, Owen Rask and Drew Meredith tackle US Reporting Season, why Seek buys XREF, Web Travel Group plummets and Virgin Australia is coming back to the ASX... we think. ~~ 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

John Addis is the founder of Intelligent Investor and one of Australia's best investment writers. He joins Owen Rask to dive deep into four categories of losses and how to avoid the costliest investment mistakes. Video version: https://youtu.be/v8L-I3J1I28 Buy the book (use code RASK25 for 25% off at checkout): https://bit.ly/johnaddis Show notes: https://www.raskmedia.com.au/2024/10/07/john-addis-book-how-not-to-lose-1-million/ The four categories of losers include: Stocks John bought but shouldn't have Stocks he bought but sold too soon Stocks he bought but sold too late, and Stocks he should have bought but didn't. Companies mentioned include Flight Centre (ASX: FLT), Afterpay (now part of Block Inc), Apple Inc (NASDAQ: AAPL), Facebook/Meta Platforms (NASDAQ: META), Star Entertainment Ltd (ASX: SGR), Cochlear Ltd (ASX: COH), PMP Ltd (ASX: PMP) and more. ~~ 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

On this 2 Sense episode of the Australian Investors Podcast, OwenRask asks Drew Meredith whether he would buy Rio Tinto Ltd (ASX: RIO), Guzmen Y Gomez Ltd (ASX: GYG) or Charter Hall Long WALE REIT (ASX: CLW) over 10 years? Or over three years... Topics covered in today’s Australian Investors Podcast: GYG, RIO or CLW? What to do when you're down 95% (cough cough DUB) I've got $2.5m of cash... and 2 years - do I invest it? Arcadium - a good buy or a 'good bye' for Rio Tinto? Why Drew thinks interest rates will be cut before April 2025 ~~ 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

Matt Vitale is the co-founder of equity crowdfunding platform Birchal. Matt Vitale joins Owen Rask for a second time on The Australian Business Podcast to educate us about how founders and business owners can raise capital from customers or fans, how to prepare a business for sale, the rise of equity funding in private markets, how investors can get involved, and more. Birchal for founders: https://www.birchal.com/raise-capital Birchal for investors: https://www.birchal.com/investors ~~ 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

On this 2 Sense episode of the Australian Investors Podcast, DrewMeredith and OwenRask discuss what the Israel and Iran conflict means to Australian investors, the rise of gold prices and differences in Super funds. Topics covered in today’s Australian Investors Podcast: 1. Differences between Industry, Retail, SMSFs and platforms 2. What are the best ASX stocks to diversify a concentrated core? 3. The Israel conflict and what it means 4. Share raising and getting priority in capital raisings 5. Do I invest my house deposit? 6. Is dividend investing with a DRP better than dollar-cost averaging (DCA)? 7. Lump sum investing a cash amount ~~ 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

Angus Donohoo is an investor and analyst from Intelligent Investor, with a special and unique background of experiences.  In this Australian Investors Podcast episode, Owen Rask chats with Angus about: Why dating apps (such as Tinder and Match Group, etc.) are more like pokies What Angus learned from working with Kerr Neilson Lessons learned, particularly around position sizing, and The rise of AI stocks and who wins Resources Angus' research on Intelligent Investor: https://www.intelligentinvestor.com.au/author/angus-donohoo/11743 Free trial of Intelligent Investor: https://www.intelligentinvestor.com.au/intelligent-investor-membership ~~ 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

On this Australian Investors Podcast, Drew Meredith and Owen Rask share five 'wild stock ideas' that 'could double before 2030. AUDIO NOTE: this podcast recorded "as remote as possible" - Owen was on his boat, fishing. The audio quality isn't as good as it could have been. VIDEO: https://www.youtube.com/live/K5Llzj9-MKA Stocks talked about include: Nuix Ltd (ASX: NXL) WiseTech Global Ltd (ASX: WTC) Zillow Inc (NASDAQ: Z) Laserbond Ltd (ASX: LBL) Macquarie Group (ASX: MQG) Warning: these stocks are shared just for fun - please know that none of these are a recommendation. Topics covered in today's Australian Investors Podcast: 1. 5 stocks that could double by 2030 2. Are hybrids done? 3. Credit versus subordinated versus hybrid ETFs 4. NAB Equity Builder and gearing strategies 5. Super, shares or property before retirement 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

On this Australian Investors Podcast, Owen Rask speaks with Global X's Marc Jocum about 10 reasons why ETFs are better than property in retirement. Reasons covered: 1. Speed of transactions 2. Lower Costs 3. Diversification 4. Predictable income 5. Liquidity in Retirement 6. Relatively better yields 7. Tax Efficiency 8. Access to Global Markets 9. No Borrowing Risk / interest rate sensitivity 10. Transparency and price discovery ETFs mentioned: ZYAU, FANG, BANK Resources: Global X website (all funds): https://bit.ly/gx-funds Global X Landscape report: https://go.globalxetfs.com.au/l/533502/2024-09-10/8xlmjh Episode 1 with Marc: https://www.youtube.com/watch?v=YniljKAXnqY Behind the memo with Morgan Housel: Spotify: https://open.spotify.com/episode/1ewk6BeHzcHadH5vfJvZSy Apple: https://podcasts.apple.com/us/podcast/behind-the-memo-the-impact-of-debt-with/id1521551570?i=1000666742345 JP Morgan's Severe Case of Covidia: https://privatebank.jpmorgan.com/apac/en/insights/latest-and-featured/eotm/a-severe-case-of-covidiab ~~ 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

On this Australian Investors Podcast, Drew Meredith, CFP and Owen Rask share their worst investments of all time. The most costly mistakes made by investing. Topics covered in today's Australian Investors Podcast: 1. Drew does LA & Future Proof 2. US interest rates fall 3. Is rebalancing the same for ETFs and shares? 4. If you invested for 20 years, which stock would you buy and why? 5. Infrastructure ETFs versus active infrastructure funds 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

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

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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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

In this episode of The Australian Property Podcast, Pete Wargent, property investor and author, shares his expertise on the "Buy Right Approach" and the concept of a "powerhouse portfolio" with Owen. Topics covered: Why most people lost money in property How to build a powerhouse portfolio Pete & Cate's 4-part plan to remove emotions IQ versus IQ versus AQ Future trends for property investors Episode Resources: Buy Pete's book: https://majorstreet.com.au/products/the-buy-right-guide-to-investing-in-property ~~ Resources ~~ 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, Pete Wargent, property investor and author, shares his expertise on the "Buy Right Approach." Discover how this strategy differs from others, and why understanding market cycles and your own personality are key to long-term success. Learn the importance of a strategic plan and gain practical insights to make informed property investment decisions. Episode Resources: Buy Pete's book: https://majorstreet.com.au/products/the-buy-right-guide-to-investing-in-property ~~ Resources ~~ 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

Topics covered: - Best ETF: IVV or VGS? - Why is Commonwealth Bank of Australia (ASX: CBA) flying? - Pro Medicus Ltd (ASX: PME) is at an all time high - Zip Co Ltd (ASX: ZIP) in the doldrums - How to invest $1 million ~~ 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 recent AI boom has reignited enthusiasm for thematic ETFs and that's why I was so grateful to have Scott Helftstein the head of investment strategy at Global X, join me on his Australian tour for a deep dive on thematic ETFs. Scott has a wealth of knowledge in the space through his role at Global X and previously being the head of thematic portfolios at Morgan Stanley.  In this conversation we cover: Scott's upbringing in Long Island and his introduction to business through his father We explore how he developed a career in thematic investing  How his team identify a theme that could be an enduring mega trend Walk through the life cycle of the trend Discuss how a thematic etf can adapt to include emerging companies in the future  Discuss why he thinks AI and uranium are two multi-decade themes still in their infancy  We also address the often mentioned performance of thematic ETFs vs passive traditional indices Before recording this interview I reached out to the Rask Community on our community page to ask them what questions they would ask. If you have any thoughts you'd like to share after listening come and join us over at the Rask Community, it's free to join. Episode Resources: What are thematic ETFs by Global X Entry points & burning buildings More from Scott Helfstein ETFs mentioned in this episode: ATOM Uranium ETF FANG+ ETF GXAI Artificial Intelligence ETF PAVE US Infrastructure Development ETF ~~ Resources ~~ 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

Owen Rask is out in front of the camera for his second solo Q&A episode and a deep dive in Polynovo Ltd (ASX: PNV) on The Australian Investors Podcast. Topics covered Is Polynovo Ltd (ASX: PNV) a multibagger in waiting? The Rask philosophy and stock checklist Why is the Atlas Trend fund closing? Vanguard Australian High Yield Shares ETF (ASX: VHY) compared to Colonial First State Imputation Fund Can Rask invest my SMSF? How are stocks chosen for an ETF? Resources Where are the dividend aristocrats? Rask Community. https://community.rask.com.au/c/income-strategies/morningstar-article-on-australian-dividend-aristocrats  Sydney retirement event (use "Rask" code): https://www.wattlepartners.com.au/making-the-most-of-your-golden-years Rask ETF investing course: https://education.rask.com.au/courses/etf-course/ ~~ 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