National Tyre & Wheel Ltd (ASX: NTD) shares have been sold down while Supply Network Limited (ASX: SNL) has powered ahead. In this episode of The Australian Investors Podcast, analysts Owen Rask and Raymond Jang take a good hard look at the story behind these two companies. Supply Network sells trucks and bus parts under the Multispares brand in Australia and New Zealand. The business was founded by Harry Forsyth when he started selling spares for buses in the 1970s, he remains the majority shareholder with 30%. It strives to provide the biggest range, best quality parts at the best prices through its significant scale advantage, commitment to customer service and deep expertise. National Tyre & Wheel is Australia's largest independent tyre and wheel distributor, specialising in importing tyres and distributing them throughout Australia. NTD's business model has included buying other independent distributors in the hope of 'rolling them up' into what is now the leading independent brand. NTD's roots trace back to Terry Smith and Exclusive Tyres, which was the original and exclusive importer of Cooper & Micky Thompson tyres. It has operations around Australia, New Zealand and even South Africa. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 29th of July 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Ready for ASX reporting season? In this episode of The Australian Investors Podcast, Kate Campbell and Owen Rask jump into your feed for a bonus episode, to share our free ASX annual report checklist, that you can download and use throughout reporting season. DOWNLOAD CHECKLIST HERE: bit.ly/reporting2022 Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor Bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 1st of August 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Pat Garrett is the CEO and co-founder of SixPark. Pat Garrett joins Owen Rask on The Australian Investors Podcast to talk about robo investing, the rise of ETFs, asset allocation puzzles, the future of investment advice and so much more. Some of the questions I -- Owen -- asked Pat include: With a 10-year view, what's more underrated by Australian investors: the technology or resources sector? What's the best beach you've ever surfed? How did Pat's Systems Engineering degree get him into Wall Street and investment banking? What is robo investment advice & how does SixPark add value to investors? What is the future of wealth management and brokerage? How SixPark's mean-variance optimisation result in the selected ETFs Why doesn't SixPark invest in gold? What's most impactful for investors: automation, investment philosophy or security selection? What are the three most powerful behavioural biases? Why is it called "SixPark"? Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 25th of July 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

In addition to starting and running Kelly Partners, one of Australia's largest accounting networks, Brett is an avid reader, multiple author, Warren Buffett & Charlie Munger disciple, and somewhat of a polymath. Here is a list of the questions I asked Brett during our recording: If you could have dinner with one living person and you had to choose the restaurant, who would it be and where would you take them? What's one lifestyle hack you wish you knew 20 years ago? Did you grow up with an entrepreneurial streak, Brett? Was business and entrepreneurialism part of your childhood? How do you, Brett Kelly, think about personal sacrifice and growth? What led you to start Kelly+Partners in 2006? How did you know it was the right opportunity for you? What makes Kelly Partners so special? As you grow, your company may need to make more acquisitions, which may mean more of these decisions get made outside of you. Such as what's happened with Mark Leonard and his six business units. How will Kelly+Partners deal with those challenges? If you hand a new CEO one book, what would it be? Can you explain this to me and maybe reflect on the statement for yourself? "The great tension in life is the difference between who we are and who we want to be." If you could teach your child 1 thing about investing, what would it be? Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial Learn more about your ad choices. Visit megaphone.fm/adchoices

I interrupt our regular programming for a special update. Here’s a quick update on what we’ve been working on behind the scenes at Rask. Proper financial education is nearly impossible in Australia for the masses. We wanted to address that. Every day we check our total enrolments as a sign of hope, pride and achievement. Recently, we crossed 16,000 students enrolled in Rask courses. A massive achievement for us at Rask. That’s 16,000 families who have been positively impacted by our sensible, optimistic, focused strategies to help them out of debt and into long-term investing. Many of the courses on Rask are free. And we’ve just launched our biggest cluster of courses called Rask Roadtrip. It’s a series of 6 online short courses, covering investing for the first time, saving on tax, repaying debt, the psychology of feeling more positive about money, and a crash course anyone can use to understand and sort out their Super. These are all completely free. I say again - the Rask Roadtrip is entirely free. They are in addition to heaps of other free resources. If you’re worried about your mortgage or want to buy a property, take our debt course and property 101 course. Or if you want to invest for the first time but don’t know how we teamed up with Equity Mates for the official get started investing course. If you want to grow your wealth and do it in an informed way, our ETF investing course is the most popular course we have, teaching you the essentials of ETF investing. I think it’s the most popular ETF course in Australia. If you’re worried about interest rates on your car loan, have credit cards up eyeballs, loans to family or friends or maybe even Buy Now, Pay Later from Afterpay or Zip — take our debt course. It’s part of Rask Roadtrip. We’ll teach you the two easiest ways to pay down debt and get free help from an expert. The big reason I want to celebrate these milestones is that the world of long term investing is actually a very positive place, filled with opportunity and value creation. And learning to avoid the doomsayers and toxic armchair experts on tv or on social media is hard. And right now, more than I’ve seen in the past 10 years, things are scary for a lot of our family and friends. Job security, higher debt repayments and falling property and share prices are scary. ANZ and Finder research shows the number one stresser is a mortgage repayment, followed by groceries. I don’t think I’ve eaten an iceberg lettuce in 2022. Despite all the doom and gloom, you should know that you’re not alone. Our podcasts, memberships, free courses and online resources are here to support what is usually a solo journey. I get to speak to nearly 100,000 investors through these podcasts. But I also speak with dozens of Australia’s biggest fund managers, professional sporting teams, parents, private investors and folks pursuing FIRE. Everyone I talk to recognises the need for high quality education. Even if you don’t need to take a course on personal finance, chances are a friend, colleague or family member does. Please share any of our resources with your family and friends, knowing that it’s genuine and we’re not going to lead your loved one down the garden path. Learn more about your ad choices. Visit megaphone.fm/adchoices

This conversation is fascinating in more ways than one. Probably the most interesting story was how Graham took steps to make his first ever investment in the deepest, darkest moments of the GFC. Graham bought $2,000 of shares in an investment bank (Macquarie, of all things), then took on a loan to participate in a capital raising ($15,000), and then took his capital and used more leverage to grow his total investment to around $50,000. As Graham attests, his first investment was mostly luck, not skill. However, it serves to set the scene for the direction of the conversation with Graham Witcomb and Owen Raszkiewicz: where psychology and mindset collide with value investing. Topics covered include: Where's the best place to ski in the world? (Graham doubles as a ski instructor) If you could pick 3 investing factors or ratios to study a company's financials, which you choose and why? What's the difference between investing and gambling? Why on earth did Graham invest in Macquarie during the GFC? How did Graham improve his investment writing, and why was it so important? Which biases do you think you're most impacted by, how do you know and what do you do to combat them? What are Graham's favourite books for learning about value investing? Graham's lessons learned from following CSL Limited (ASX: CSL), Sydney Airport (ASX: SYD) and Berkshire Hathaway (NYSE: BRK) for many years? Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial Learn more about your ad choices. Visit megaphone.fm/adchoices

The Fidelity Australian Equities Fund launched in June 2003 and as of June 2022, the fund had outperformed its benchmark, the S&P/ASX 200 Accumulation Index, by roughly 2.3% per annum. However, Paul's time with Fidelity started in late 1990s. Meaning that over Paul's career he has seen around 10 'crises' of various stripes. In this Australian Investors Podcast with Paul Taylor, the two investors cover questions like: If you could only pick 3 financial metrics from a company's financials, what would you include? How do you go about valuing companies? How does Fidelity build a "360-degree view" of a company? What are the 2-3 key ideas other investors can learn from Paul's market-beating returns? Why a low portfolio turnover important to Paul and the team You can listen to the episode using the links below, or watch the podcast via YouTube. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 12th of July 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Financial planner Drew Meredith, CFP and investment analyst Owen Raszkiewicz discuss the best ETFs for dividend income within the Australian shares sector, including: Vanguard VHY ETF Plato Income Maximiser Fund Ltd BetaShares YMAX Fund/ETF (ASX: YMAX) The VanEck Morningstar DVDY ETF (ASX: DVDY) If you are on the hunt for Australia's best ETF for dividends, you might also like our review of the 5 best Australian shares ETFs or our Vanguard Australian Shares Index ETF (ASX: VAF) review. The Australian shares ETF review and VAS ETF review are available in podcast form. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th of July 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Pete Wargent is Australia's leading property expert and co-founder of Buyersbuyers.com.au, a platform connecting property buyers and investors to approved buyer's agents. In this podcast episode on The Australian Investors Podcast, Owen Rask and Pete Wargent talk about a wide range of the most important economic data points, topics and headlines catching the attention of investors in property, shares, bonds and private companies. Talking points: Is Pete Wargent scared about falling property prices? What does a recession mean for stocks, property or even crypto? What is the CAPE ratio and what is it telling us? Do Aussie banks have safeguards in place? Will rising interest rates cripple Australian shares? Should I keep investing in a diversified portfolio of index funds if interest rates rise? The 10-year economic outlook for stocks, bonds and property Is property an inflation hedge? Earnings season: is the stock market overconfident? Could interest rates hit 3%? A look at the rate curve. As you can see, this podcast was loaded with economic data points and topical issues. But Owen Rask & Pete Wargent do a fantastic job of keeping the conversation punchy, concise and fun -- all that in just 40 minutes on The Australian Investors Podcast. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial Learn more about your ad choices. Visit megaphone.fm/adchoices

To view a summary of today's questions, please scroll down. Here's a brief list of the funds, ETFs or other products mentioned in Part 5: BetaShares Yield Maximiser Fund (ASX: YMAX) Vanguard High Yield Australian Shares ETF (ASX: VHY) Vanguard Australian Shares ETF (ASX: VAS) BetaShares Martin Currie Equity Income Fund (ASX: EINC) Australian Unity Lifeplan Insurance Bond Macquarie term deposit Gold & lots of it! Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th of July 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

In the podcast, Owen Rask & Chris Brycki cover: How big is the Australian ETF market? ETF bubble risks: are Peter Lynch & Michael Burry wrong about ETFs? The best ETFs of 2021/2022 The worst ETFs of 2021/2022 Bond ETFs: VAF, VIF, IAF and more Gold ETFs: GOLD, PMGOLD & QAU Chris and Owen talk about all of these issues and more on this episode of The Australian Investors Podcast. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 1st of July 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Drew and I walk through a full case study (see below) of a fictitious Australian couple, Ralph (52) & Jane (51), looking to generate passive income from a diversified portfolio. The result: Drew predicts this couple could retire on a generous yearly income if they can get to $1.2 - $1.6 million of investable assets before retirement. Does that sound like a crazy figure? Not so fast... Drew explains all of his findings and analysis in this episode of The Australian Investors Podcast. The case study - Ralph & Jane Jane (51) and Ralph (52) live in Brighton-Le-Sands, New South Wales in a 4 bedroom, 2 bathroom house. Ralph is a sticky-fingered accountant, earning $110,000. He loves the Hawthorn Hawks in the AFL (obviously) and spends his weekends watching their two boys play sports. Jane is a Midwife in Sydney, working 7 days of night shift every fortnight. She earns $115,000, also on PAYG. Jane uses some of her days off to volunteer at the Foodbank, encouraging her two sons to get married and have children. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (10% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 30th June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Stocks mentioned in the podcast include: Target Corporation (NYSE: TGT) Zscaler Inc (NASDAQ: ZS) Okta Inc (NASDAQ: OKTA) Alcidion Ltd (ASX: ALC) Xero Limited (ASX: XRO) National Tyre & Wheel Ltd (ASX: NTD) Resources & say g'day Anirban's research on 7Investing Anirban's article: Hidden Profitability of Software Companies Anirban Twitter Owen's Twitter Watch the video version on the Rask Australia YouTube page. *Take Owen's online Value Investor Program * Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Click here to take the course Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! Click here to join SelfWealth Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Click here to join today (15% off) Date recorded: 29th of June 2022 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. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. 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 Passive Income podcast episode, Owen & Drew talk about the most common (and painful) investing mistakes made by investors. Whether you're investing in ETFs, shares, Bitcoin or property, this podcast will help you avoid the most common investing mistakes. Here's a list of Drew's most common mistakes: Assuming bigger is better - but I love my Commonwealth Bank (ASX: CBA) and Westpac Bank (ASX: WBC) shares! Focusing too much on costs & fees - though low costs are good, they're not everything Tax-driven investments don't always work - negative gearing means you're losing money Naïve diversification - having two ETFs doing a similar thing is not diversification Adding random assets & following the next hot theme - the hype is not a bonafide strategy Not having a real strategy in place - avoid being a collector, a plan might only be one or two pages Assuming every asset always goes up - it doesn't Looking too often at performance - Drew & Owen would be lucky (unlucky) to check their brokerage account once a month! Get rich quick - emu eggs anyone? Giving in too soon, or changing strategy in the short-term - buy and hold only works if you and hold! Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 24th June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Australian Investors Podcast, analysts Raymond Jang and Owen Rask take a look at Australian fast-fashion retailer Lovisa Holdings Ltd (ASX: LOV) and its long-term success. This episode is powered by SelfWealth, the official broker sponsor of The Australian Investors Podcast. Say g'day to Raymond & Owen on Twitter: Raymond: https://twitter.com/rjang_ Owen: https://twitter.com/OwenRask *Take Owen's online Value Investor Program * Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Click here to take the course: https://education.rask.com.au/courses/value-investor-program-course-with-equity-mates/ Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! Click here to join SelfWealth: https://bit.ly/sw-pod-rask Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): Click here for a free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Click here to join today (15% off): https://bit.ly/eurekareport If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 22nd of June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Topics covered in Part 1 include: What are the 3 most common types of bonds (and bond funds) and what's their place in a portfolio? 5 factors to know when studying a bond fund Are hybrids, or ETFs like BetaShares Active Australian Hybrid Securities Fund (ASX: HBRD), worth investing in? Commercial real estate debt Fixed-income ETFs like Vanguard Australian Fixed Interest ETF (ASX: VAF) REITs, like Goodman Group (ASX: GMG) Cash or term deposits (TDs), for example with Macquarie Bank Drew's favourite bond managers Active versus passive in bonds Warren Buffett's 90/10 (stocks/bonds) strategy - does it work? Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 13th of June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Gaurav Sodhi is Deputy Head of Research at Intelligent Investor, an investor and prolific investment writer. Given that I have followed him for many years, speaking to Gaurav Sodhi on The Australian Investors Podcast was a real treat for me. Note: given that Gaurav wanted to walk around to make cups of tea and do a family puzzle while being interviewed by me, we did this interview as audio-only. I'm incredibly surprised he could answer some of my most difficult questions while doing such things! I think it goes to show well Gaurav can juggle multiple ideas at one time! Gaurav Sodhi is Deputy Head of Research at Intelligent Investor, arguably Australia's leading independent ASX stock research and membership program. Gaurav started his working career as a researcher and then, through a chance interview, he came across while driving across New Zealand with a friend (featuring Platinum's Kerr Neilson), Gaurav's spark for investing took flight. It then took him two years to land a job at Intelligent Investor. In this episode, I -- Owen -- and Gaurav talk about: The power of economics in explaining the world How drug cartels are similar to McDonalds The power of writing for investors The tricks and games used to recruit analysts Why Guarav isn't fazed by ESG and ethical investing Why value investing needs to evolve to include storytelling Some of the stocks mentioned in the discussion include: Whitehaven Coal Ltd (ASX: WHC) New Hope Corporation Ltd (ASX: NHC) Uniti Group (ASX: UWL) Telstra Corp (ASX: TLS) Meta Platforms Inc (NASDAQ: META) McDonald's Corporation (NYSE: MCD) Coca-Cola Company (NYSE: KO) Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Learn more about your ad choices. Visit megaphone.fm/adchoices

Part 1/5 of the Passive Income series on The Australian Investors Podcast features Owen Rask and Drew Meredith, CFP. Owen and Drew discuss how to build a diversified portfolio from scratch, whether a 4% portfolio income yield is still achievable and more. Topics: Topics covered in Part 1 include: Balancing capital growth versus dividend income How tax works on: Blue-chip shares Managed funds ETFs Superannuation Investment property Historical returns (over various timeframes) Australian equities - 9-10% per year, half from income Australian property - 9-10% per year, ~2% from income Bonds - currently yielding 3.5%, up below 1% a year ago Diversified portfolios - 7-10% in the past is now 4-6% Strategic Asset Allocation (SAA) and diversifying your portfolio Sniff test: Direct stocks LICs REITs Residential property Commercial Crypto Managed funds ETFs Drew's "growth alternatives" bucket Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 9th of June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Which ETF is the best Australian shares ETF? Is it Vanguard Australian Shares ETF (ASX: VAS), VanEck Equal Weight Australian Shares ETF (ASX: MVW) or maybe even iShares S&P/ASX 200 Core ETF (ASX: IOZ)? Drew Meredith, CFP is a financial planner and Director of Wattle Partners financial planning in Melbourne. Drew joins Owen Rask to talk about the most popular ETFs for Australian shares, including: BetaShares Australia A200 ETF (ASX: A200) Vanguard Australian Shares ETF (ASX: VAS) SPDR S&P/ASX 200 ETF (ASX: STW) VanEck Equal Weight Australian Shares ETF (ASX: MVW) iShares S&P/ASX 200 Core ETF (ASX: IOZ) To learn more about these ETFs please visit: Best ETFs Australia Drew's website: Wattle Partners Financial Planning Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 6th of June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Kip McGrath Education was started by Storm's father, Kip, from a garage in 1976. Over the years, KME has gone through many challenges and changes to become the global education provider it is today. In this episode of the Australian Investors Podcast, Storm McGrath and Owen Rask talk about: KME's origin story Why a fixed fee model doesn't work for franchise businesses The market for tutoring young children and why math & English are the core pillars of learning KME's push for company-owned and online tutoring Storm's desire to acquire Tutorfly and move the business into the USA and a new target demographic How KME and Storm think about capital allocation Why now is the most exciting time ever for tutors Resources: Owen Rask on Twitter Kip McGrath website Watch the video version on the Rask Australia YouTube page. Take Owen's Value Investor Program (USE CODE 'LEVELUP' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-mates Take Owen's Value Investor Program today (USE CODE 'VALUEINVESTOR' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-mates/ Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Join today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIP Free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. 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 Disclosure: at the time of recording and publish, Owen owns shares of Kip McGrath. This is a disclosure and not a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

When you've spent a lifetime building up your property portfolio, how do you retire? When you have 2 or 5 or more properties, how should you manage that for ongoing income and rental yield? In the final episode [5/5] of Rask's Property Investor podcast mini-series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates, we tackle the topic of transitioning out of a property portfolio. The investors discuss: How should you transition from a property heavy portfolio Should you shift your residential property portfolio to shares or commercial property? When should you put a property retirement plan in place? Can a property portfolio be a source of income in retirement? Is it bad to have a mortgage or investment loan in retirement? How property mixes with your other buckets of investments: Super, offset accounts, shares and bonds Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

I firmly believe that being good at long-term investing is as much about 'the artful' as it is about 'the science'. However, too much of one and not enough of the other can lead you astray. For example, if you believe the best way to invest is to take 5 stock valuation ratios and buy the shares, you will be rudely surprised. Conversely, if you disregard profitability or management's capital allocation, your portfolio will probably become the graveyard of empty promises. Stepping backward for a moment, if we also consider that investing is also a deeply personal endeavour, we then have to appreciate behaviour plays a very big role in our outcomes. Since every human being is fallible, even Warren Buffett or Elon Musk, using some type of scientific rule to keep us on track is important. For me, using an investment checklist that allows me to filter companies, track my results and improve over time is paramount. I use a 5-point investment checklist (which is included as a PDF in the show notes) to remind me that I'm looking for companies I understand, with competitive advantages, good management, some growth -- and a reasonable valuation. When it comes to individual companies, I use another checklist. The full checklist includes 40-50 different points, targeting these 5 areas. We built the checklist using our experience in finding good companies and also from our failures. The checklist helps us score companies across every one of our 5 areas, while also spotting for errors. In the show notes, I have included a small snippet of the checklist. This snippet only shows one part of the checklist, on a company's product, and gives you an illustration of what we do. I cover the full checklist, using examples like ARB Corp (ASX: ARB), Xero Limited (ASX: XRO) or Magellan Financial Group (ASX: MFG), in our Value Investor Program. Access the Value Investor Program and use the coupon code "bootcamp" to save $100 on the joining fee for the full curriculum! Thanks for taking part in our 10-part Investor Bootcamp! Please reach out to me if you have any questions and please leave me a 5-star review on Apple Podcasts. It makes a huge difference in helping people find us. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the fourth episode in Rask's Property Investor podcast mini-series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates. In this podcast, Chris Bates and Owen Rask talk about the weaknesses and issues involved in building a big portfolio of properties. This is part 4 of 5 of our property investing mini-series. In episode four, Chris Bates and Owen Rask detail why owning multiple investment properties, over just a couple, can be a problem. The investors discuss: You need high incomes Building equity smart is essential You'll need trusted advisers: brokers, accountants, advisers & advocates Buying in quality areas is a must There's a need to constantly/carefully manage debt loads throughout the cycle Chris also talks at length about interest-only (IO) versus principal & interest (P&I), which property to sell first in case of emergency and why people use SMSFs. Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

🏋️ Click here to download Owen's free Investor Bootcamp training manual In this Investor Bootcamp episode on The Australian Investors Podcast, Owen and Luke dive into the exciting and often volatile yet fascinating segment of small company investing. After that, Owen and Luke talk about the importance of assessing management teams. Owen asked Luke to prepare his 5 favourite reasons why small company investing is compelling and the 3 questions he always asks management. Here's what Luke Winchester said: Luke's 5 reasons to look at small caps: Less coverage from analysts and media commentary Simpler business models, usually only one product/service and geography Companies are usually underearning, so classic valuation metrics (P/E, DCF) don't work well, forcing you to think deeper about business and valuation There is a bigger variance in outcomes, which means analysis can add more value (when correct!) It's easier to access management, as most small-cap CEO's are happy to chat about their business even with small retail shareholders. Luke Winchester's key questions for management are: Who are your competitors and why would customers choose them? What are the biggest challenges facing the business over the next year or two? How are you judging your performance internally and how can I track that externally? Resources: Luke's first appearance on The Australian Investors Podcast Visit Merewether Capital Follow Luke on Twitter Follow Owen on Twitter Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) ➜ Get free and premium online investing courses Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 17th of May 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Investing in property for the first time? Want to know how to get started investing in property in Melbourne, Sydney, Brisbane, Perth or Adelaide? Welcome to the third Property Investor podcast mini-series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates. This is part 3 of 5 of our property investing mini-series. In episode three, Chris Bates and Owen Rask discuss property investing for the first time, including: 1. What is a quality property investment? 2. Why it's dangerous to invest in too many properties at once 3. Why property investors should focus on growth over income 4. The lifestyle benefits of owning just one or two quality properties 5. Why buy and hold quality assets works Resources: Owen Rask on Twitter - https://twitter.com/owenrask Wealthful website - https://bit.ly/property-series Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Access Alan Kohler’s Eureka Report Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: 🗞 Click here to join today (15% off) 📱 Free 15-day trial If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Pete Wargent is one of Australia's leading experts on property investing, wealth creation, financial education and independence, and the economy. He has authored multiple books, and regularly presents at conferences or on television. Most recently, Pete Wargent has gone back into business with his co-founder Doron Peleg to start a property platform known as BuyersBuyers. BuyersBuyers connects you with top Buyer's Agents from around Australia at more affordable rates than the industry. In this podcast, Pete talks us through the idea of the company, what problem they're solving and how the business is coming together. I want to call out that Pete and Doron are currently undertaking a capital raising, so if you're interested in learning more, please reach out to him via the links in the show notes. Resources: Message Pete on Twitter or LinkedIn Buyerbuyers website Book: Wealth Ways for the Young Pete's first podcast with Owen Owen's Twitter Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 18th May 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Investor Bootcamp episode on The Australian Investors Podcast, Owen Rask dives deep into competitive advantages, otherwise known as "moats". Topics covered include: What is a moat? Morningstar's 5 moat ratings: Network effects Efficient scale Intangible assets Cost advantage Switching costs Where wide, narrow and no moat companies are found How moats are measured (ROIC - WACC) Why the airline industry sucks... capital away from investors How dominant wide-moat companies like Microsoft or Xero can grow more powerful as they grow Some of companies mentioned include: Xero Limited (ASX: XRO) Microsoft Corp (NASDAQ: MSFT) Qantas Airways (ASX: QAN) Virgin Airways Flight Centre Travel Management Ltd (ASX: FLT) Woolworths Ltd (ASX: WOW) Coles Group (ASX: COL) APA Group (pipeline operator) Download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst Resources: Please see the investor bootcamp for images & graphics Book: Gorilla Game: Investing in High Techonology Books from Porter: Competitive Strategy (1980), Competitive Advantage (1985) and Harvard Business Review’s 10 Must Reads – On Strategy David Gardner Snap Test Owen's Value Investor Program Which tools are your favourite? Let us know: Owen’s Twitter: https://twitter.com/owenrask Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Get $100 off at checkout using the code: VALUEINVESTOR. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 13th of May 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Cryptocurrency ETFs are now live and trading in Australia, with ETF providers including ETF Securities and 21 Shares launching their Bitcoin ETF (CBOE: EBTC) and Ethereum ETF (CBOE: EETH). This Australian Investors Podcast episode was recorded in December 2021 and features Kanish Chugh, of ETF Securities, and Ophelia Snyder, co-founder of 21 Shares. This podcast on cryptocurrency ETFs is split into two parts: ~3:00 Part 1) Kanish Chugh talks about his firm's two new crypto ETFs, being EETH & EBTC, how crypto ETFs are constructed, custody of Bitcoin and Ethereum, and the security protocols in place. ~16:00 - Part 2) 21 Shares' Ophelia Snyder talks about her journey, provides an overview why blockchain technologies exist, how Bitcoin differs to Ethereum, NFTs and the different ways people can buy and hold cryptocurrencies. Resources: Learn more about the Bitcoin & Ethereum ETFs Reach out to Owen on Twitter Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Get $100 off at checkout using the code: VALUEINVESTOR. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the second Property Investor podcast mini series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates.This is part 2 of 5 of our property investing mini series. In episode two, Chris Bates and Owen Rask discuss upgrading (e.g. from first property to inner city) in detail, including: Do I buy first or sell first? Bridging loans - do they work? Should you buy a house as an investment before you need it? What is a "sister city" and why do they count? Big builds and the "profitless boom": Construction loans Renovations Fixed price contracts Resources: Owen Rask on Twitter Wealthful website Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Get $100 off at checkout using the code: VALUEINVESTOR. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: April 8th 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Investing biases are incredibly powerful, so it's vital we understand them. It's only then we can use mental models and frameworks to control or empower, our investing. In this short podcast, I take you through some of the most common and powerful biases, such as confirmation biases, recency biases, linear thinking, loss aversion and more.To learn more about these concepts, I strongly encourage you to take advantage of these resources. Download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst Resources: Investing: The Last Liberal Art Influence: The Psychology of Persuasion Poor Charlie’s Almanack Munger’s speech: The Psychology of Human Misjudgement Farnam St Blog Which tools are your favourite? Let us know: Owen’s Twitter: https://twitter.com/owenrask Watch the video version on the Rask Australia YouTube page. Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Get $100 off at checkout using the code: VALUEINVESTOR. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 5th of May 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the Property Investor podcast mini series on The Australian Investors Podcast, featuring Owen Rask and mortgage broker Chris Bates.This is part 1 of 5 of our property investing mini series. In episode one, Chris Bates and Owen Rask discuss: Why property is different to other asset classes The historical of performance of property Inflation, rates & property How property investing goes bad Why property is solely a play on capital growth The taxable nature of property investing Resources: Owen Rask on Twitter Wealthful website Watch the video version on the Rask Australia YouTube page. Take Owen's Value Investor Program (USE CODE 'LEVELUP' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-mates Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Join today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIP Free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. 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

Do you want to invest like an analyst and learn to value individual companies? Is value investing dead? What’s on Owen’s watchlist? In this special crossover episode between Rask Australia and Equity Mates, Owen Rask and Bryce & Alec from Equity Mates, announce the launch of the Value Investor Program, a new program designed to give you all of the tools and knowledge you need to invest successfully in companies and develop your curiosity. Plus, Owen discusses whether value investing is dead, mental biases we face as investors, and an overview of an ASX company on his watchlist. Take the Value Investor Program (USE CODE 'VALUEINVESTOR' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-mates Get Started Investing with Equity Mates: education.rask.com.au/courses/get-started-investing-equity-mates Watch the video version on the Rask Australia YouTube page. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Join today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIP Free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. 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 Date recorded: April 22 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Investor Bootcamp episode on The Australian Investors Podcast, Owen Rask is joined by Ryan Newman, CFA to talk about company valuation. It's everything you need to know about how stock market valuation is done in practice. Download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst Topics covered include: What is valuation? Why does it matter? Valuation multiples - the good, bad and ugly Discount rates - how they're calculated in academia v practice, what they mean, the impact of interest rates, etc. Free cash flow calculation - how, what & why? How a DCF works & rules of thumb (incl. rebuilding an income statement and working capital, etc.) Dividend Discount Models (DDM) - when these types of 'cash flow to equity' valuations are used (banks, REITs, annuities, etc.) Where and how Ryan learned about valuation Resources Motley Fool - https://www.fool.com.au Ryan’s Twitter - https://twitter.com/TMFNewmy Morgan Housel - Other Industries presentation: https://www.youtube.com/watch?v=wml0xO4cG8g BCG analysis of stock returns (see the Bootcamp Training Manual) Ryan's preferred book: https://danielcoyle.com/the-talent-code/ Please, leave me a kind review if you like the show! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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

Bob provides an in-depth overview of the investment process at Claremont Global and demonstrates this through a lot of global names. This chat instilled valuable insights into the qualities a business and a management team ought to possess to become truly great. Talking points Introduction - Bob Desmond gives a fascinating rundown of what it was like growing up in his home country, Zimbabwe. 08:15 - Bob's investing career spanning across Zimbabwe, London and Sydney. 24:30 - The Claremont Global investing philosophy starting off with an in-depth discussion about why people and patience are so integral. Companies mentioned include Ross Stores (NASDAQ: ROST) and LVMH (EPA: MC). 36:00 - Why the team at Claremont Global tries to ensure that process and the portfolio are prioritised over one's ego. 40:00 - A different view within the team helped Bob avoid making a mistake (to date) of investing in Alibaba (HKG: 9988). 42:00 - Bob gets stuck into the heavy lifting process of carrying out on the ground research to understand what makes companies so special. He uses Sherwin-Williams (NYSE: SHW) as an illustration. 48:30 - The quick numerical metrics that Claremont Global uses to filter out companies. 56:00 - Bob walks through the compound probability framework to determine the forecastability of businesses. Google (NASDAQ: GOOGL) gets a special mention. 60:00 - How Bob and Claremont Global have curated a list of around 100 investable companies in their universe. 71:00 - What Bob and his team look for in a high-quality management team. 77:00 - Bob uses Meta Platforms (NASDAQ: FB) as a case study where he and the team couldn't attain conviction on the quality of the management team. 79:30 - The valuation metrics applied at Claremont Global. 87:30 - Why Claremont Global takes the view that European and ASX stocks tend to trade at a premium to the US. 90:30 - How Claremont Global monitors potential fade in a company's competitive advantage. 93:00 - The qualities that Bob looks for in a colleague. 102:00 - Bob reveals the people who have had the most influence on him as a person and investor. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. 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 Date recorded: April 13th, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Here are our top investing tools and best investment apps, software and programs for analysts and investors. VIDEO VERSION: https://youtu.be/jZmk7EmNz3A Download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst In this Investor Bootcamp mini-series episode of The Australian Investors Podcast, analysts Owen Rask and Raymond Jang share some of their favourite investing tools with you. We also hear directly from the founder of Stocklight, Jason Kotchoff, who tells us why he created Australia's premier investing app.Investing tools discussed: Tikr - review financial data and transcripts - get a free account (our affiliate link) Simply Wall St - filter and find investment ideas Strawman.com - scuttlebutts and insights Morningstar.com - research and valuation guides/comparisons, contrary views Whale Wisdom - track global funds Stocklight - track your portfolio, access news & reports Notion - journal, record research, monitor thesis Watch the video version on the Rask Australia YouTube page. Take one of our intelligent investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Access Owen's 10 high conviction small-cap recommendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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 Date recorded: 22nd of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian Feroldi is the author of Why Does The Stock Market Go Up?, an investor in high-growth stocks, and a fantastic investment educator. Brian Feroldi recently joined Owen Rask on The Australian Investors Podcast to talk about Brian's investment checklist, why and how he invests in high growth stocks/businesses, and why Brian Feroldi is no longer following a traditional 'value investor strategy' like that of Ben Graham. ➜➜ Resources for this episode: Brian Feroldi on The Australian Finance Podcast MicroCap Club presentation (and charts) Brian Feroldi's checklist Brian's new book ➜ Rask's money & investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up/ ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). *Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. unless specifically disclosed.* **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 Date recorded: 8th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

When I (Owen) started my investing journey I was so privileged to be surrounded by great writers who doubled as great analysts, at The Motley Fool. The likes of Bruce Jackson, Joe Magyer, Matt Joass, Claude Walker, Andrew Page, Mike King, Scott Phillips, Ryan Newman… For the record, growing up I was never a reader. Never. Ever. Pick up a book and read? No, thanks! I stayed that way until I discovered investing in my late teens/early 20s. So it was here, during my time at the Motley Fool, that I developed an insatiable appetite not only for investment research but reading and writing. Fortunately for you, the investing world has changed for the better since I started. New investor newsletters and websites have emerged to help their authors -- and you -- invest better.Here is a list of Raymond and my favourite investing newsletters and/or websites for aspiring analysts. 🏋️ Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst Watch the video version on the Rask Australia YouTube page. Take one of our intelligent investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Access Owen's 10 high conviction small-cap recommendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). 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 Date recorded: 14th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Max is a founding partner and managing director with Invesco Global Real Estate, which manages around $80 billion across the US, Europe and Asia. Max and I talk about the challenges facing the global property market then dive into particular opportunities such as the ‘retail apocalypse’, rising inflation and interest rates, as well as the key sectors Max is most excited about. Over the past 12 months, the conversation around inflation and interest rates has been the key talking point for most asset allocators, and investors with established portfolios. Which assets can I use to deflect the impact of rising rates? What about my yield? Max addresses some of those points through the lens of property, walks us through the active versus passive debate, how he would research a property fund, the macroeconomic picture around the world, and more. To start, I ask Max for the name of the investor he has learned the most from. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. 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 Date recorded: 1st April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Investor Bootcamp episode, I was joined by 7Investing's Anirban Mahanti, PhD and Shareplicity's Danielle Ecuyertalk about our best Twitter accounts for investors. In other words: every intermediate or aspiring investor should follow these 15 Twitter accounts to get better at investing.Of course, it's also worth following your co-hosts for this episode of The Australian Investors Podcast on Twitter: Owen’s Twitter: https://twitter.com/owenrask Dani’s Twitter: https://twitter.com/au_shareplicity Anirban’s Twitter: https://twitter.com/7amahanti Access ALL 15+ Twitter accounts (& more) in our free download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analyst Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. 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 Date recorded: 6th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

On this Australian Investors Podcast episode, Smartpay's Marty Pomeroy and Owen Rask take a deep dive into the payments market in Australia and New Zealand, covering everything from how payments are facilitated to the difference between online and in-store. Topics covered by Smartpay's Marty Pomeroy and Owen Rask include: Marty's journey with Smartpay Smartpay versus Tyro Payments Ltd (ASX: TYR) versus the big banks, like Commonwealth Bank of Australia (ASX: CBA) and Westpac Banking Corp (ASX: WBC) Point-of-sale (POS) software versus payment terminals The payments ecosystem in Australia versus New Zealand versus China EFTPOS versus Mastercard (NYSE: MA) and Visa (NYSE: V) Take rates between card issuers, banks, schemes/interchange and payments providers (i.e. profit margins) The difference between an acquirer and a regulated bank in Australia SmartCharge payments versus Merchant Services Fees (MSF) The terminal value of payments companies The future of in-store versus online payments - and how omni-channel might impact this This is a fantastic episode with one of Australia and New Zealand's payments company leaders. It provides unique insights into the mechanics of electronic and digital payments companies, the opportunity set in Australia and beyond, and how big tech might change the payments industry landscape. Resources: Rask Rockets Beyond Smartpay Disclosure: At the time of recording Owen owns shares of Smartpay, Tyro, Apple and Alphabet/Google. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. 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 Date recorded: 7th April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

In the second Investor Bootcamp episode on The Australian Investors Podcast, I was joined by my co-host on The Australian Finance Podcast, Kate Campbell, to talk about my 5 favourite investment podcasts for aspiring analysts. Investor Bootcamp full training manual: https://bit.ly/rask-analyst These Australian Investors Podcast episode are found in our Investor Bootcamp training manual. Every aspiring analyst should listen to the episodes in this order: Podcast 1a. Joe Magyer, CFA - Compound Podcast 1b. Joe Magyer, CFA - Playing to Win Podcast 2. Matt Joass, CFA - Maven Podcast 3. Ryan Newman, CFA - Becoming a Pro Analyst Podcast 4. Mary Manning, PhD - Emerging Podcast 5. Luke Trickett - Blue Stamp Company Access Owen's 10 high conviction small-cap recommendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. 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

Nick Cregan is a partner of Fairlight Asset Management, serving as a senior portfolio manager in the investment team since the inception of the Global Small & Mid Cap Fund in 2018. He joins Raymond Jang on The Australian Investors Podcast to share his journey, the investing process and philosophy of Fairlight Asset Management. Nick provides an incredibly detailed overview of the investment process at Fairlight and illustrates this through excellent business case studies. I gained a lot of valuable insights from listening to Nick and look forward to incorporating a lot of his wisdom into our investing process at Rask. WATCH THE FULL EPISODE NOW Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. 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 Date recorded: March 23rd, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

In the first Investor Bootcamp episode I was joined by Strawman Founder Andrew Page and A Rich Life Founder Claude Walker. Both Claude and Andrew are experienced investors, readers and educators who I know have a wealth of learned and earned knowledge. Investor Bootcamp full training manual: https://bit.ly/rask-analyst Our 3 books: We each bring one book to the table, as follows (links go to Amazon's book store): Owen Rask: The Little Book That Still Beats The Market, Joel Greenblatt Andrew Page: The Most Important Thing, Howard Marks Claude Walker: Investing: The Last Liberal Art, Robert Hagstrom Our Twitter community's favourite books: https://twitter.com/OwenRask/status/1507117209608663041 Get in touch with Claude & Andrew: Skip Claude's Waitlist - send Claude an email Join Strawman's free version: https://bit.ly/raskstraw Other resources mentioned: Owen's Magic Formula sheet (needs filtering) Trevor's Last Liberal Art summary on A Rich Life: https://arichlife.com.au/investing-the-last-liberal-art-a-short-book-review/ Watch the video version on the Rask Australia YouTube page. Access Owen's 10 high conviction small-cap recommendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. 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 Date recorded: 25th of March 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Nick Cregan is a partner of Fairlight Asset Management, serving as a senior portfolio manager in the investment team since the inception of the Global Small & Mid Cap Fund in 2018. He joins Raymond Jang on The Australian Investors Podcast to share his journey, the investing process and philosophy of Fairlight Asset Management. Nick provides an incredibly detailed overview of the investment process at Fairlight and illustrates this through excellent business case studies. I gained a lot of valuable insights from listening to Nick and look forward to incorporating a lot of his wisdom into our investing process at Rask. WATCH THE FULL EPISODE NOW Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. 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 Date recorded: March 23rd, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the Investor Bootcamp mini-series on The Australian Investors Podcast. Document: Analyst Bootcamp Training Manual - https://bit.ly/rask-analyst Over the coming 10 weekends, I’m going to take you on a journey to become a better investor. Every Saturday, 7 am, starting next week, I’m going to be joined by one or more expert guests you will know from the series thus far. I’ve carefully selected these guests and the topics we’ll be covering. Also as part of the episodes, I’ll share with you the best resources I’ve come across for accelerating your learning. So why are we doing this 10-part series? I think that now, more than at any time in the past 20 years, direct stock investors will need to understand valuation at a more technical level. As Morgan Housel said: “The most underrated investing skills are controlling your emotions and having your career coincide with a 30-year decline in interest rates.” With interest rates finally on the way back up, the valuation of businesses, bonds and real assets will become more important. But as Warren Buffett once said, “It's only when the tide goes out that you learn who has been swimming naked.” For many investors, it finally feels like the tide is going out. Easy returns driven by falling rates on speculative assets like crypto, venture capital, technology stocks, highly geared companies, property and even bonds. Some people might say that value investing can now finally have its time to shine. Warren Buffett’s Berkshire Hathaway is back to catching up to famed investors like Cathie Wood’s ARK Innovation ETF as momentum and growth investors wonder about a recovery. So where does this leave investors who are wearing big losses in innovative but richly valued businesses? For many, we’re questioning our growth-first strategies. Are tech stocks really worth what I thought? Is it time to diversify my portfolio across industrial companies trading at lower valuations? After all, you can construct an all-weather diversified long-term portfolio from richly valued, high-quality companies. Or you can build a portfolio from lower-quality companies at lesser valuations. Lately, many investors seem to be opting for the deeper value style companies and portfolios. However, there’s one big problem with this approach: you need to have a strong grip on valuation. You need to understand how securities or investments are valued and then adjust your models to the current macro environment. According to Harvard Business Review: “Imposter syndrome is loosely defined as doubting your abilities and feeling like a fraud. It disproportionately affects high-achieving people, who find it difficult to accept their accomplishments. Many question whether they’re deserving of accolades.” I believe that over the past 10 years we have seen many talented investors enter the market and begin their investing journey. Indeed, around 70% of Rask members have been investing for less than 10 years. However, during that time we’ve experienced a massive bull market. Now, with markets becoming more volatile, it leads me to believe that many of our fellow listeners could be doubting their conviction in their abilities to find, research and model companies. Learn more about your ad choices. Visit megaphone.fm/adchoices

The 5 companies talked about in today's investor's podcast are: 10:01 - XRF Scientific Ltd (ASX: XRF) - a lab testing business with a market-leading position. 21:04 - Catapult Group International Ltd (ASX: CAT) - a sports technology business combining video and wearable tech for predictive performance enhancements. 25:36 - Kip McGrath Education Centres Ltd (ASX: KME) - a multi-decade family-run education provider growing around the world. 37:19 - National Tyre & Wheel Ltd (ASX: NTD) - an independent tyre distribution business with a growing range of services and footprints. 45:07 - Earlypay Ltd (ASX: EPY) - an invoice financing business that's growing out of covid Important warning: some of these companies are illiquid and may be highly volatile. While Luke & Owen do their best to identify some of the risks involved with these companies, we highly recommend that you seek the advice of licensed and trusted financial adviser before investing. Luke Winchester is the portfolio manager and founder of Merewether Capital, having previously spent time at Oracle Investment Management. The Merewether Capital Inception Fund invests in small and microcap ASX-listed companies. Merewether is long-only and takes a high conviction approach (10-25 positions) to the ASX's smallest types of companies. Luke targets profitable companies with talented management teams and avoids more speculative companies like those involved in biotechnology or resources exploration and mining. Resources & free stuff: Luke Winchester's first interview with Owen Rask Merewether Capital website Download Owen’s free analyst pack (Word & PDF) Join Rask Rockets – SAVE $500 ~~ A note for transparency: we receive nothing ~~ Rask, the publisher of the podcast series, is a privately owned company. It’s majority-owned and run by Owen. Unless explicitly stated otherwise, you can assume that Owen and Rask Group receive nothing for mentioning companies, products or services in our podcasts. “The best part was the disclaimer” – said no-one ever This information warning is actually important (that’s why we write it in the same size font… unlike our competitors). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia’s Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: 16 March, 2022. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast, Owen Rask is joined by Dr Anirban Mahanti, PhD to discuss the recent sell-off of 6 popular technology stocks. These 6 companies/stocks are trading at, or near, their 52-week lows. However, many of these companies are still reporting growth in revenue and cash flow.The 6 stocks discussed (in order) by Anirban "Doc" Mahanti and Owen Rask include: Zoom Video Communications (NASDAQ: ZM) Okta (NASDAQ: OKTA) Tyro Payments (ASX: TYR) Damstra (ASX: DTC) Shopify (NYSE: SHOP) Xero Ltd (ASX: XRO) Resources & free stuff: Use the "Birthday" coupon code to get $100 off a 7Investing membership. Join here. Download Owen's free analyst pack (Word & PDF) Join Rask Rockets - SAVE $500 Say g'day on Twitter: Owen's Twitter Anirban's Twitter ~~ A note for transparency: we receive nothing ~~ Rask, the publisher of the podcast series, is a privately owned company. It's majority-owned and run by Owen. Unless explicitly stated otherwise, you can assume that Owen and Rask Group receive nothing for mentioning companies, products or services in our podcasts. “The best part was the disclaimer” – said no-one ever This information warning is actually important (that’s why we write it in the same size font... unlike our competitors). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: 10 March, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

This podcast with Nir Eyal on The Australian Investors Podcast first appeared on The Australian Finance Podcast. Nir Eyal is a successful author, investor and advocate for investing your time and money better. Do you value time or money more? Today’s episode is a little different to our normal money & investing content, but in our opinion just as important. Our podcast is all about helping our community invest their time and money, better. Today we’re going to dive deep into the time side of things, and explore ways we can take back control of our time, schedules and life, and spend it in meaningful ways. To do this, we’ve got best-selling author of Hooked and Indistractable Nir Eyal on the show, who is an expert in this area. Plus, we discuss the root cause of distractions, why you’re putting off doing less pleasant tasks like taxes and how we can better protect our time. This is important episode for listeners at any stage in their journey, because it’s all about maximising your choices in life and spending more time on the things that bring you joy (because money can’t buy time). Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP". Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. 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 Date recorded: 9th February 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices