Australian Investors Podcast
Episodes
1️⃣2️⃣ Matt Joass - rapid growth [The Countdown #12]
08 Jan 2024
Contributed by Lukas
Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever rele...
1️⃣3️⃣ Johnny Shapiro - where there's smoke, there's probably a fire - [The Countdown #13]
05 Jan 2024
Contributed by Lukas
Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever rele...
1️⃣4️⃣ Wayne Jones - high quality companies & people [The Countdown #14]
03 Jan 2024
Contributed by Lukas
Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever rele...
1️⃣5️⃣ Luke Trickett - staying in your lane [The Countdown #15]
01 Jan 2024
Contributed by Lukas
Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever rele...
24 investment ideas for 2024 📈 Owen & Drew close their eyes and prayer (just kidding)
29 Dec 2023
Contributed by Lukas
On this fun and special episode of The Australian Investors Podcast, you will find a rare deviation from (nearly) insightful podcasting as Chief Inves...
23 best investments of 2023, ft Kevin Fung 🚀
26 Dec 2023
Contributed by Lukas
On this Australian Investors Podcast, Rask's Chief Investment Officer, Owen Rask, is joined by Senior Analyst Kevin Fung to discuss the best investmen...
FINALLY! How to convince your partner to save and invest, ft. Karen Eley
25 Dec 2023
Contributed by Lukas
Karen Eley, founder of Women Talking Finance, is a financial adviser with 15 years experience, now money coach, who is an Australian leader in helping...
6 million downloads & the craziest headlines of 2023
22 Dec 2023
Contributed by Lukas
This week, Rask's Chief Investment Officer, Owen Rask, and Wattle Partners Managing Director, Drew Meredith, record the final 2 Sense episode on The A...
The world's biggest dividend machine | full interview with BHP CFO David Lamont
20 Dec 2023
Contributed by Lukas
BHP Group Ltd (ASX: BHP) has paid the biggest dividends of any company over the past 3 years. Think about all of those BHP franking credits! BHP's Chi...
Our #1 ASX bank stock & why bonds are taking flight
15 Dec 2023
Contributed by Lukas
This week, Rask's Chief Investment Officer, Owen Rask, Wattle Partners Managing Director Drew Meredith revisit the news that Chemist Warehouse will la...
Shane Parrish - how to remember what you read, automatic rules, positioning and rituals
13 Dec 2023
Contributed by Lukas
Shane Parrish was on my - Owen Rask - top 10 interview wish list to speak with. Here he is, appearing on the Rask network. Shane Parrish is a former s...
Chemist Warehouse IPO, and when to get financial advice
08 Dec 2023
Contributed by Lukas
This week, Rask's Chief Investment Officer, Owen Rask, Wattle Partners Managing Director Drew Meredith dive into news from Perpetual Ltd (ASX: PPT) an...
How to invest in bonds & fixed income, ft. Cameron Gleeson
06 Dec 2023
Contributed by Lukas
In this episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask is talking with Betashares' Senior Investment Strategis...
A one-legged arse kicking competition, Charlie Munger quotes & selling at a loss
01 Dec 2023
Contributed by Lukas
This week, Drew and Owen share their favourite Charlie Munger quotes, imagine they were 20 year olds with $200k, discuss Origin's takeover offer and h...
Profiting from AI & NASDAQ versus Asia, ft. Betashares' Tom Wickenden
29 Nov 2023
Contributed by Lukas
Artificial Intelligence (AI) is the buzzword of 2024, and - potentially - all of 2020s. In this episode of The Australian Investors Podcast, your host...
OpenAI to destroy humanity (just kidding!), CBA & NVIDIA report, is he a real doctor & advice for a 20-year-old investor
24 Nov 2023
Contributed by Lukas
In this 2 Sense episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask is back with WattlePartners Managing Partner an...
News Corp, GE Healthcare & Masterbrand: 3 "special situation" stocks with Jon Boyar
22 Nov 2023
Contributed by Lukas
Jonathan Boyar is the President of Boyar Research in New York, an analyst and long-term investor. He is acutely focused on special situations and comp...
How I built a $20 billion software compounder | WiseTech CEO Richard White
17 Nov 2023
Contributed by Lukas
In this episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask is joined by Richard White, CEO and founder of WiseTech...
Senior Secured Loans (SSL) 2.0: still 'once in a generation?' Ft. Invesco's Ash O'Connor
15 Nov 2023
Contributed by Lukas
After one of the most popular Australian Investors Podcast episodes of 2022, Ashley O’Connor is back. Ashley is an experienced equity and bond mark...
Inside Xero's result: Apple reports and rate rises are BACK
10 Nov 2023
Contributed by Lukas
In this 2 Sense episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask and Wattle Partners Managing Director Drew Mere...
Dicker Data (ASX:DDR): is this Australia's #1 dividend stock? Full interview with Founder David Dicker
08 Nov 2023
Contributed by Lukas
The Dicker Data Ltd (ASX: DDR) share price is up an eye-watering 4,600% since its 20-cent IPO in 2011. And, this past year, DDR has paid quarterly div...
The GOLD standard: Why Owen uses Tikr and Drew's 5-point retiree checklist
03 Nov 2023
Contributed by Lukas
In this 2 Sense episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask and Wattle Partners Managing Director Drew Mere...
The beauty of SAP & Intuit: 5 ways to identify high quality compounders, with Magellan's Ryan Joyce
01 Nov 2023
Contributed by Lukas
What makes a company like Intuit Inc (NASDAQ: INTU) or SAP SE (ETR: SAP) a game-changer for investors? How can you identify these types of global comp...
Results blitz: WOW, KGN, GOOGL & MSFT; is hydrogen worth investing in?
27 Oct 2023
Contributed by Lukas
In this episode of The Australian Investors Podcast, Owen Rask and Drew Meredith, CFP answer your investing questions! With US results season underway...
You have 4,000 weeks: How to use time, with Oliver Burkeman
26 Oct 2023
Contributed by Lukas
Sometimes to make time for what matters, we need to give things up. The average human lifespan is undoubtedly brief, but that doesn't mean we can't ma...
ResMed and CSL are cheap, offset vs. bonds, Tesla's cyber truck is coming & how to find growth stocks
20 Oct 2023
Contributed by Lukas
Will Ozempic sink ResMed Inc (ASX: RMD) and CSL Limited (ASX: CSL)? Will Tesla's Cyber Truck come to Australia? Your Australian Investors Podcast 2 Se...
Betashares: the $1 trillion ETF opportunity and rapid rise of one of Australia's most successful fund managers
18 Oct 2023
Contributed by Lukas
Ilan Israelstam is a co-founder and chief commercial officer of Betashares, one of Australia's largest and fastest growing fund managers. For years,...
Making the case for investing in global bonds, with Arjun Vij
13 Oct 2023
Contributed by Lukas
Arjun Vij is a portfolio manager for the J.P Morgan Asset Management Global Bond Fund, based out of Hong Kong. Arjun speaks with Owen about the curre...
Keeping companies accountable: we all have a part to play, ft. Fiona Balzer
11 Oct 2023
Contributed by Lukas
Fiona Balzer is a highly experienced equities analyst and corporate governance expert, overseeing so much of the work at The Australian Shareholders A...
5 ASX shares to watch: NDQ, KGN, ABY, SOL & CTD
06 Oct 2023
Contributed by Lukas
While Owen is away in Bali, and Dr Andrew Meredith, ESQ takes a break from forecasting, we figured you'd love this: a deep dive into 5 ASX shares with...
Small caps: Harsh lessons & 2 ASX ideas from Sebastian Evans [3/3]
04 Oct 2023
Contributed by Lukas
In part 3/3 of the NAOS-sponsored mini series on The Australian Investors Podcast, Sebastian Evans dives into the NAOS Asset Management business, his ...
Small caps: Investment process & 2 ideas from Rob Miller [2/3]
03 Oct 2023
Contributed by Lukas
In part 2/3 of the NAOS-sponsored mini series on The Australian Investors Podcast, Rob Miller dives into the NAOS Asset Management investment process ...
Small caps: Why & how to invest [part 1/3]
02 Oct 2023
Contributed by Lukas
In part 1/3 of the NAOS-sponsored mini series on The Australian Investors Podcast, Owen Rask provides an overview of what it takes to invest in small-...
A 13-bagger on Pokemon cards, getting a job in finance, FIFO = FIRE early?
29 Sep 2023
Contributed by Lukas
What is your most unusual investment... ever? On this super bad episode of The Australian Investors Podcast, Owen Rask and Drew Meredith, CFP are BACK...
📚 Buying Happiness: Learn to invest your time and money better with Kate Campbell [CROSS POST]
27 Sep 2023
Contributed by Lukas
Do you want to invest your time and money better? Then listen to THIS episode. Owen Rask interviews host of The Australian Finance Podcast and brand n...
What marketing teaches us about markets, ft. Selfwealth's Rob Marfell
25 Sep 2023
Contributed by Lukas
Robert Marfell is the Head of Content at Selfwealth, one of Australia's largest independent online brokers -- with over 120,000 active investors. For ...
SOL is a growth stock? Spaceship crash landing & the best investor I've met
22 Sep 2023
Contributed by Lukas
This week on The Australian Investors Podcast's 2 Sense segment this week, financial planner Drew Deremith, CFP and investment adviser Owen Rask (that...
I write to know what I'm thinking | Life, mistakes, health & big picture investing | ft. John Addis, founder of Intelligent Investor
20 Sep 2023
Contributed by Lukas
John Addis is the Founder of IntelligentInvestor, a brilliant writer, thinker and entrepreneur. John Addis's lessons are deep and vast, making this Au...
WTF RUL? From $2,000 to $25,000 to $0; Tikr me Elmo, best & worst investments, and to hedge or not to hedge?
15 Sep 2023
Contributed by Lukas
On this boring episode of The Australian Investors Podcast, Owen Rask and Drew Meredith, CFP are BACK answering your questions. Plus! Dr Andrew Deremi...
Man v Google Bard: 10 macro indicators, house prices & inflation expectations
14 Sep 2023
Contributed by Lukas
Kerry Craig, CFA is the Global Market Strategist at J.P. Morgan Asset Management, a long-time sponsor of The Australian Investors Podcast. Kerry Craig...
CFA v Google Bard: 10 macro indicators, house prices & inflation expectations
13 Sep 2023
Contributed by Lukas
Kerry Craig, CFA is the Global Market Strategist at J.P. Morgan Asset Management, a long-time sponsor of The Australian Investors Podcast. Kerry Craig...
SELL EVERYTHING (just kidding)! The next Dubber, and is AI going to take your... stock picking?
08 Sep 2023
Contributed by Lukas
On this not-so special episode of The Australian Investors Podcast, Owen Rask and Drew Meredith, CFP are BACK answering your questions! This week, the...
Multibaggers: how to find them on the ASX
06 Sep 2023
Contributed by Lukas
Luke Laretive and Owen Rask go head-to-head in the search for multibaggers on the ASX, with some shocking stats. Luke and Owen go head to head on th...
NVIDIA results any good? Drew's worst investment ever, financial advisers to avoid & Altium reports
01 Sep 2023
Contributed by Lukas
Owen Rask and Drew Meredith, CFP are BACK answering your questions! This week, the duo cover results from: NVIDIA Inc (NASDAQ: NVDA) RPM Global (A...
Vanguard's secrets, ETF bubbles, how big can Vanguard get & the future of ETFs, with Balaji Gopal
30 Aug 2023
Contributed by Lukas
Balaji Gopal is the Head of Adviser Services at Vanguard Australia and one of the key people of the Vanguard organisation here in Australia. In this A...
Building and renovating for profit, with Rebeka from Buildher [Cross post]
25 Aug 2023
Contributed by Lukas
On this episode of the Australian Investors Podcast, Buyers Agent and Rask host Amy Lunardi, and Owen Rask, are joined by Rebeka Morgan from Buildher ...
QUAL, FANG, IWLD: Core, Satellite, Avoid?
23 Aug 2023
Contributed by Lukas
Welcome to the second episode of Core, Satellite, Avoid! In this episode format of The Australian Investors Podcast, your host and investment analyst ...
PME, CSL & JBH report, and what to do if you have $10 million
18 Aug 2023
Contributed by Lukas
Pro Medicus Ltd (ASX: PME) has dropped results -- and they were awesome. JB Hi-Fi Limited (ASX: JBH) is going on the offensive. Is CSL Ltd (ASX: CSL) ...
Are dividend ETFs a rip off? Here's the #1 thing you must focus on
16 Aug 2023
Contributed by Lukas
Luke Laretive is an investment adviser and long-time friend of the show. He joins Owen Rask for a proper discussion of why he has a love-hate relation...
Is JB Hi-Fi the ASX's best business model, why Owen sucks eggs for Nearmap and inside CBA's monster profit
11 Aug 2023
Contributed by Lukas
Is JB Hi-Fi Limited (ASX: JBH) the ASX's best business model? Drew thinks it is. Or is Pinnacle Investment Management Ltd (ASX: PNI) a much better bu...
10 most bought Aussie & US stocks, how to track your portfolio for tax and performance, plus the rise of ETFs, ft. Sharesight's Doug Morris
09 Aug 2023
Contributed by Lukas
Doug Morris is the CEO of Sharesight, a tech investing platform with over 300,000 users who use it to track their performance, their tax and more. Wit...
AI is just all HYPE, I wish they told me this about investing, bleep-bloop AI investors, using debt to get rich & more [LIVE]
04 Aug 2023
Contributed by Lukas
It's HERE! The first LIVE 2 Sense EVER! LIVE from Gallery in Adelaide, South Australia, Drew Meredith, CFP (Dr Andrew Deremith) and Owen Rask answered...
Are you prioritising your happiness? Lessons on setting goals, making trade-offs and gratefulness with The Happiness Guy
02 Aug 2023
Contributed by Lukas
Are you prioritising your happiness? A reshare from the Australian Finance Podcast Declan Edwards, The Happiness Guy, is an Australian happiness resea...
Is property a bargain? Microsoft & Google's MONSTER results, Jamie's top sector, and are financial planners god?
28 Jul 2023
Contributed by Lukas
We have called in THE big gun for this week's Australian Investors Podcast 2 Sense episode. None other than Jamie Nemtsas, CFP, a leading financial p...
ETF bubble explained, past & present of ETFs & are gold ETFs distorting the market? Ft David Tuckwell
26 Jul 2023
Contributed by Lukas
On this episode of the Australian Investors Podcast, we are joined by David Tuckwell, Investment Strategist at Global X ETFs. David shares his wealth ...
DON'T flee the NASDAQ! Tesla pops, Zip flops, guess my PE, what is long term? And best sectors to buy in 2023
21 Jul 2023
Contributed by Lukas
Don't flee the NASDAQ! On The Australian Investors Podcast '2 Sense' this week, your host and investment adviser Owen Rask is back with financial ...
Core, Satellite, Avoid: ACDC, CLNE, ETHI, ITEK & VESG
19 Jul 2023
Contributed by Lukas
Welcome to the pilot episode of Core, Satellite, Avoid! In this episode format of The Australian Investors Podcast, your host and investment analyst O...
Short Meta, long Tesla? RUL & NWL jump, Bega Cheese (BGA) no good?, how ETFs pay dividends & how to read the fear and greed index
14 Jul 2023
Contributed by Lukas
On The Australian Investors Podcast '2 Sense' this week, your host and investment adviser Owen Rask is back with financial planner Drew Meredith,...
Don't eat the chicken: futurist Steve Sammartino on farming, Tesla, A.I. & why everyone is faking it
12 Jul 2023
Contributed by Lukas
Steve Sammartino is Australia's leading futurist. He joins Owen Rask for an in-depth discussion on starting and running a tech business, artificial in...
How to find 10 baggers on the ASX, WiseTech (ASX:WTF), Elon Musk tipped to buy Telstra (TLS) & Andrew owns WHAT?!
07 Jul 2023
Contributed by Lukas
On The Australian Investors Podcast '2 Sense' this week, your host and investment adviser Owen Rask is back with financial planner Drew Meredith,...
Buying a KFC chain for less than it's worth, the importance of history and working with Scott Pape, with author Mike Kemp [EXTENDED VERSION]
05 Jul 2023
Contributed by Lukas
Michael "Mike" Kemp is a multiple-time author, super-successful private investor, former dentist, student of history and former analyst at Barefoot In...
Retirement planning: Before, during and after - the big picture with Fidelity's Richard Dinham
05 Jul 2023
Contributed by Lukas
Richard Dinham is the Head of Client Solutions and retirement at Fidelity Australia. He is a trained actuary, with a wealth of experience across mu...
Flee the NASDAQ! The 5 BIG risks in 2023, Owen & Drew's best investing themes for then next 6 months, Metcash and CKF pop & Medibank slapped by cyber penalties
30 Jun 2023
Contributed by Lukas
On The Australian Investors Podcast '2 Sense' this week, your host and investment adviser Owen Rask is back with financial planner Drew Meredith,...
Investing in AI: ETFs or stocks? Ft. Owen Rask & Blair Hannon
28 Jun 2023
Contributed by Lukas
On The Australian Investors Podcast today, Owen Rask is joined by Blair Hannon of Global X ETFs to talk about the ways to play investing in Artificial...
Is my Tesla tax deductible? Buying a car for work, giving yourself a "pay rise" & FBT explained [CROSS POST}
26 Jun 2023
Contributed by Lukas
This is a special cross-posted episode of The Australian Investors Podcast - it comes directly from The Australian Business Podcast, Owen's favourite ...
PME, XRO & TLS killin' it, VDHG for life? Too late to FANG? A.I. bubbles & why Deremith is off my Christmas card list
23 Jun 2023
Contributed by Lukas
On The Australian Investors Podcast '2 Sense' this week, your host and analyst Owen Rask is back with financial planner Drew Meredith, CFP (somet...
A hidden events business, why Tencent is my problem child and hunting for unusual catalysts, ft. WAM's Catriona Burns
21 Jun 2023
Contributed by Lukas
Catriona Burns is the Lead Portfolio Manager for WAM Global and an investor with 19 years of experience hunting for catalysts. In this Australian Inve...
Does ESG cost? Nathan Hughes on learning from Aussie greats and the best business models
20 Jun 2023
Contributed by Lukas
In this Australian Investors Podcast, on behalf of The Australian Shareholders Association, Owen Rask is joined Nathan Hughes, CFA, portfolio manager ...
Was Andrew wrong? Is Smartpay (ASX: SMP) a buy, opening an SMSF, China v America
16 Jun 2023
Contributed by Lukas
On The Australian Investors Podcast ‘2 Sense‘ this week, your host and analyst Owen Rask is back with financial planner Drew Meredith, CFP (a...
Making the case for Flight Centre (ASX: FLT): Will Culbert dives into FLT shares
14 Jun 2023
Contributed by Lukas
Flight Centre Travel Management (ASX: FLT) is Australia's premier travel management and travel providers. Will Culbert is a portfolio manager at Conta...
Prof. Lawrence Cunningham: Warren Buffett's advantage, the hidden risks of index funds and how to write better
09 Jun 2023
Contributed by Lukas
Professor Lawrence Cunningham is the author of one of the most popular Warren Buffett books of all time, The Essays of Warren Buffett; sits on the boa...
Metcash (ASX:MTS) deep dive: Contact AM's Will Culbert dives into Australia's leading independent supermarket retailer
07 Jun 2023
Contributed by Lukas
Metcash Ltd (ASX: MTS) trades on a big dividend yield, owns impressive brands like IGA, Mitre 10, and more. But can it survive under pressure from Woo...
GOLD: Buy, hold, sell, invest... transact? How a 45,000km bike ride led to the rise of Rush Gold
05 Jun 2023
Contributed by Lukas
Jodi Stanton is the co-founder of Rush Gold, an Australian platform enabling you to buy, hold, sell, invest and transact in gold 24/7. From as little...
FANG ETF: the greatest call of all time? Andrew Deremith's Goats Cheese, VSO, Paladin & more
02 Jun 2023
Contributed by Lukas
On The Australian Investors Podcast ‘2 Sense‘ this week, your host and analyst Owen Rask is back with financial planner Drew Meredith, CFP (a...
Everything venture capital with Joe Magyer, CFA of Seaplane Ventures
31 May 2023
Contributed by Lukas
Joe Magyer is the founder of Seaplane Ventures, an early-stage venture capital firm based out of Austin, Texas. Previously, Joe was the co-founder and...
LIVE from ASA: Perpetual's James Holt on 3 companies to benefit from decarbonisation & the most impressive business models
30 May 2023
Contributed by Lukas
In this LIVE podcast recording from ASA Sydney, James Holt, Senior Investment Specialist at Perpetual joins Owen Rask to talk about the ASX's best bus...
LIVE from ASA: private debt and lessons from decades in markets, ft. Angus Gluskie, Andrew Lockhart & Dania Zinurova
29 May 2023
Contributed by Lukas
In this LIVE podcast recording from ASA Sydney, Angus Gluskie, CIO of Whitefield, Andrew Lockhart, co-founder of METRICS, and Dania Zinurova, portfoli...
Cathie Wood's $2,000 price target on Tesla, is 52 too old to start investing, NVIDIA and Universal Store (UNI) report
26 May 2023
Contributed by Lukas
On The Australian Investors Podcast ‘2 Sense‘ this week, your host and analyst Owen Rask is back with financial planner Drew Meredith, CFP (a...
Tim Lincoln: PhD-level quant rules, numbers don't lie and will GPT take our edge?
24 May 2023
Contributed by Lukas
Tim Lincoln is the co-founder of Lincoln Indicators, a funds management business and owner of Stock Doctor. Tim Lincoln recently sat down with Owen Ra...
Aussie property to crash in 2023? What the rental crisis actually means, and is debt recycling bad? Ft. Chris Bates, founder of Blusk
22 May 2023
Contributed by Lukas
Chris Bates, founder of Blusk, was recently voted the #1 mortgage broker in NSW by The Adviser. Chris Bates joins Owen Rask on The Australian Investo...
Xero reports, Elon in La La Land, Dicker Data, SMAs or funds & Betashares goes BGBL
19 May 2023
Contributed by Lukas
Xero Limited (ASX: XRO) and Kathmandu Holdings (ASX: KMD) have reported, and interest rates are on 'hold' says Andrew Deremtih, ESQ. On The Australia...
Andrew Page: My thesis on Bitcoin, ASX small cap volatility and the rise of Strawman [LIVE at ASA]
17 May 2023
Contributed by Lukas
Andrew Page is the founder of Strawman, Australia's #1 investing club and the go-to research for small-cap investors in Australia. Andrew has appeare...
How we built a $1 billion start-up and how I lead: Judo Bank (ASX:JDO) CEO Joseph Healy on life, sacrifice and leadership [Part 2/2]
15 May 2023
Contributed by Lukas
Joseph Healy is the co-founder and CEO of the ASX-listed Judo Bank (ASX: JDO). In this cross-posted episode of The Australian Business Podcast, part 2...
CMC Markets to Selfwealth, a $500k Ferrari with cash or debt, budget winners, QUAL in the core & more
12 May 2023
Contributed by Lukas
LIVE from the Australian Shareholders Assocation (ASA), on this special 2 Sense episode of The Australian Investors Podcast, your hosts analyst Owen ...
Measure twice and cut once: Judo Bank co-founder David Hornery on Project Greengate, founders in their 50s & acting on your idea [Part 1/2] (CROSS POST)
10 May 2023
Contributed by Lukas
David Hornery is the co-founder and a director of the ASX-listed Judo Bank (ASX: JDO). In this cross-posted episode of The Australian Business Podcast...
Xero's latent pricing power, Harvey Norman is a REIT in retail clothing, debt recycling & HELP (debt)!
05 May 2023
Contributed by Lukas
On The Australian Investors Podcast '2 Sense' this week, your hosts analyst Owen Rask and financial planner Drew Meredith, CFP answer your question...
Why we own LVMH: Aoris’ Stephen Arnold makes the case for a global luxury stalwart [part 2/2]
03 May 2023
Contributed by Lukas
Stephen Arnold, CFA is the Chief Investment Officer and Managing Director of Aoris Investment Management based in Sydney. Aoris' team, led by Stephen,...
Why we own Costco (NYSE: COST): Aoris’ Stephen Arnold on why it pays to do the right thing
01 May 2023
Contributed by Lukas
Stephen Arnold, CFA is the Chief Investment Officer and Managing Director of Aoris Investment Management based in Sydney. Aoris' team, led by Stephen,...
"I META online", good small cap funds, too much Super, MSFT is a beast, Aussie Super or SMSF & help, my DRP is lost!
28 Apr 2023
Contributed by Lukas
On The Australian Investors Podcast '2 Sense' this week, your hosts analyst Owen Rask and financial planner Drew Meredith, CFP answer your question...
Metals & decarbonisation, a copper future and ways to play it, ft. Global X's Blair Hannon
26 Apr 2023
Contributed by Lukas
On The Australian Investors Podcast today, your host Owen Rask speaks with Blair Hannon, Head of Investment Strategy at Global X ETFs about all things...
Unconventional ASX share research, 0% management fees, neutralising bad behaviour and building my high conviction portfolio, ft. Michael Goldberg
24 Apr 2023
Contributed by Lukas
On The Australian Investors Podcast today, your host Owen Rask speaks with Michael Goldberg, co-founder and portfolio manager for Collins Street Value...
Why Drew sold Magellan (ASX:MFG), an $800,000 inheritance, "leave RBA alone!", sell GGUS & minimising income tax
21 Apr 2023
Contributed by Lukas
On The Australian Investors Podcast '2 Sense' this week, your hosts analyst Owen Rask and financial planner Drew Meredith, CFP tackle leveraged ETF...
How to research a property fund, direct property versus REITs & an exploration of all things commercial property
19 Apr 2023
Contributed by Lukas
Steven Bennett is the Head of Charter Hall's Direct Property business, overseeing $11 billion of property assets across Australia. Steven joins Owen...
Washington H. Soul Pattinson's (ASX:SOL) unshakable advantage, with CEO Todd Barlow
17 Apr 2023
Contributed by Lukas
Todd Barlow is the CEO of Washington H. Soul Pattinson & Co. Ltd (ASX: SOL), one of Australia's longest-running ASX-listed companies, an incredible in...
3-5 best Core ETFs, VHY & VAS together?, WTF is with share registries, and taking the leap into a side hustle at 45
14 Apr 2023
Contributed by Lukas
On The Australian Investors Podcast ‘2 Sense‘ this week, analyst Owen Rask and financial planner Drew Meredith, CFP dive head first into your...
200 hours per stock: this could be the best investment process I've come across... ft. Anthony Doyle
12 Apr 2023
Contributed by Lukas
Anthony Doyle is Head of Investment Strategy at Firetrail, and for the Firetrail S3 Global Opportunities Fund (ASX: S3GO). Anthony recently joined Owe...
2 undervalued ASX mid-caps no-one else is talking about: AUB & AFG
10 Apr 2023
Contributed by Lukas
Owen Rask is joined by Luke Laretive, founder of Seneca Financial Solutions, but this time Luke is talking about ASX mid-cap stocks Australian Finance...
ETFs are "old fashioned crap", good sex in a bear market, "don't f--- it up" & 2 stocks to own for 20 years | 2 Sense with Owen Rask & Drew Meredith
07 Apr 2023
Contributed by Lukas
Are ETFs just "old fashioned crap" in a "misguided fad"? On The Australian Investors Podcast '2 Sense' this week, analyst Owen Rask and financial plan...
Behavioural finance deep dive, dealing with uncertainty and risk taking, ft. Simon Russell
03 Apr 2023
Contributed by Lukas
Simon Russell is the Director of Behavioural Finance Australia, a multiple-time author and expert consultant to financial advisers, Super funds and mo...
The Soul Patts (ASX:SOL) moat 🏰, Drew ❤️ Telstra (TLS) shares, writings options on ETFs and "trust me, men were Lululemon too"
31 Mar 2023
Contributed by Lukas
On The Australian Investors Podcast ‘2 Sense' this week, investment analyst Owen Rask and financial planner Drew Meredith, CFP dive into what ex...