Owen Rask

speaker

119 appearances 1 recordings 1 series first heard Sep 2026 last heard 5d ago

Owen Rask’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Sep 2026 with 1.

Appearances

newest first · ▶ plays the moment

Equity Mates Investing Podcast · Rates rise around the world, why the Aged Pension isn't enough & Pimp my Portfolio with Owen Rask · 20 Sep 2026 podcast

A lot of stuff that they've bought as well, which is not core to their business, which needs to change.

Well, I'm glad that Oliver brought up overlap and things like that when we had a brief chat off air, because it's true that there is overlap in this portfolio.

And that's exactly what I spotted immediately.

And then there's the secondary thing, which is that XUS is probably not necessary.

So XUS is BetaShares Global Shares XUS.

And then you've got BetaShares Global Shares, which is BGBL, which everyone knows.

The reality is a lot of the companies are internally diversified that are on the US market.

We've all got Apple devices here on the table in front of us.

A lot of people know Microsoft, all these types of businesses.

NVIDIA, we all rely on them for our ChatGPT stuff that we do these days.

What I mean to say is give or take 30 to 40% of the revenue from US companies comes from outside the United States.

So the businesses themselves are internally diversified.

And so a common misconception is you just need different ETFs to cut up the US market or get away from the US because it's so much of the index.

When the reality is, if you just think about diversification from the perspective of revenue or customers, like we're all customers of Microsoft, right?

Like the Italian government isn't going to have a solution for Microsoft if it disappeared.

And so you don't need to go and invest in Italy to get a different company or just for the sake of diversification if the best way to get exposed to that economy is through US companies and do that.

Um, that's my philosophy.

So we'll take this up.

But, um, I, I think like simplification sounds that sounds like the name of the game for, um, Oliver.

So.

Showing 41–60 of 119 · page 3 of 6