Australian Investors Podcast

Will Hamilton is the managing partner of Hamilton Wealth Partners, one of the leading financial advice businesses in the country. An investment and advice veteran, with 35 years of experience, Will Hamilton is frequently voted in Australia's top 10 financial advisers.Will sat down with Drew Meredith, CFP, of Wattle Partners Financial Planning, and Owen Rask, founder of Rask Australia, to talk about the key questions of 2022 and get Will's top advice for 2023.Who is Will Hamilton?Please note: this podcast was recorded in audio-only format, at Noosa, on October 10, 2022.Podcast resources ASK A QUESTION Hamilton Wealth Partners website Email Will Hamilton Email Drew Meredith Join Owen inside Rask Core Say thanks to our tremendous sponsorsJoin Selfwealth and get 5 free ASX trades!The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 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!Join Selfwealth and get free tradesJoin inside The Intelligent Investor & saveThis 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 trialClick here to join Intelligent Investor today ($100 off)J.P. Morgan Asset ManagementThe Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan Asset Management is a true global leader, providing investors with perspective to build stronger active portfolios. Visit their website.The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kevin Toohey of Atchison Consultants and Lincoln Smith of Albourne Partners are investment researchers and consultants with expertise spanning multiple asset classes. In this Australian Investors Podcast episode, Drew Meredith, CFP and Owen Raszkiewicz host Kevin and Lincoln and get them to answer a bunch of questions around the macroeconomic outlook, how stock markets work and the way they invest. You each get three indicators to research and predict the 3-year performance of the stock market (e.g. factors, macro signals, etc.); but you can’t pick the same indicator the other person just picked. Meaning, we’ll go one at a time and you have to pick an indicator and explain how it helps you form a view.What do you think is most compelling risk-adjusted market right now? Explain.Why does the stock market go up over the long run?How much of the way you invest your own money is top-down versus bottom-up?What is the number-one question you’re getting right now?What’s one thing you believe about investing that few people agree with you on?Resources: Find Lincoln Smith on Albourne.com Kevin Toohey on Atchison Consultants Drew Meredith on Wattle Partners Owen Rask on Twitter ~~~ Say thanks to our tremendous sponsors ~~~Join Selfwealth and get 5 free ASX trades!The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 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!Get tradesJoin inside The Intelligent Investor & saveThis 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~~~ WARNING ~~~The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

Australian Investors Podcast's "2 cents" is back with Drew Meredith and Owen Rask. In this light-hearted question and answer session, Owen Rask and Wattle Partners' Drew Meredith field your investing questions and topics.Topics covered today:Why are my returns negative?Does BetaShares GEAR ETF really have a 17% yield?Australia and New Zealand Banking Group's (ASX: ANZ) full year results and what matterMacroeconomics and why Drew and Owen are both probably wrongWhat happens if an ETF provider goes insolvent?Offset versus sharesInvesting $1,000 for kids~~~ ASK A QUESTION ⁉️ ~~~Submit your question or make a bold statement here: https://bit.ly/3QtiY00Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered.If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question.~~~ Resources ~~~ Question: https://bit.ly/3QtiY00GET YOUR ASA TICKETS: https://bit.ly/asa_investorsummitGet Owen's analyst training: https://t.co/ZPYMJWQK89Get in touch with Drew: https://www.wattlepartners.com.au/?utm_source=RASKFind Owen on Twitter: https://www.twitter.com/owenrask~~~ Say thanks to our tremendous sponsors ~~~Join Selfwealth and get 5 free ASX trades!The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 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!Get trades: https://bit.ly/selfwealth-RaskJoin inside The Intelligent Investor & saveThis 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~~~ WARNING ~~~The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

Wayne Hooper is the CEO of Laserbond Ltd (ASX: LBL), a $90 million business listed on the ASX that performs surface engineering.Wayne Hooper sat down with Owen Rask on The Australian Investors Podcast at Laserbond's Sydney-based factory in Smeaton Grange.Full show notes: https://www.raskmedia.com.au/2022/10/26/laserbond-lbl-wayne-hooper/Video version: https://www.youtube.com/watch?v=geRLAorTM5EPodcast resources Show notes ASK A QUESTION Laserbond Ltd website Owen Rask on Twitter Join Selfwealth and get 5 free ASX trades!The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 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!Join Selfwealth and get free tradesJoin inside The Intelligent Investor & saveThis 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 Intelligent Investor today ($100 off)The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

In the latest episode of The Australian Investors Podcast, Owen Rask was joined by Nathan Bell, the Head of Research & Portfolio Management at Intelligent Investor.VIDEO VERSION: https://youtu.be/nhyJh56cQFoSHOW NOTES: https://www.raskmedia.com.au/2022/10/24/nathan-bell-intelligent-investor/About Nathan Bell Nathan discovered value investing after spending nine years as an accountant, including five at Deutsche Bank that ended in 2006, and has been with Intelligent Investor ever since. He is a CFA charter holder and his experience has guided the company’s strong performance since 2011. Currently, the Intelligent Investor Ethical Shares Fund is open to secondary offers.Join Selfwealth and get 5 free ASX trades!The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 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! Join Selfwealth and get free tradesJoin inside The Intelligent Investor & saveThis 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 trialClick here to join Intelligent Investor today ($100 off)The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.Investsmart, the owner of The Intelligent Investor, is a long-term sponsor of The Australian Investors Podcast. Owen Rask owns shares of RPMGlobal (ASX: RUL). Learn more about your ad choices. Visit megaphone.fm/adchoices

The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP.This week, Owen and Drew cover:- Objective Corp Ltd (ASX: OCL)- TechnologyOne Ltd (ASX: TNE)- Betashares Nasdaq 100 ETF (ASX: NDQ)- Invesco QQQ ETF- What is a 60/40 portfolio?- Do equal-weight ETFs make sense?- How can I become an investment analyst?- Vanguard VAE or iShares IAA- GEAR ETFs - do leveraged ETFs make sense?~~~ ASK A QUESTION ⁉️ ~~~Submit your question or make a bold statement here: https://bit.ly/3QtiY00Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered.If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question.~~~ Resources ~~~ Question: https://bit.ly/3QtiY00GET YOUR ASA TICKETS: https://bit.ly/asa_investorsummitGet Owen's analyst training: https://t.co/ZPYMJWQK89Get in touch with Drew: https://www.wattlepartners.com.au/?utm_source=RASKFind Owen on Twitter: https://www.twitter.com/owenrask~~~ Say thanks to our tremendous sponsors ~~~Join Selfwealth and get 5 free ASX trades!The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 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!Get trades: https://bit.ly/selfwealth-RaskJoin inside The Intelligent Investor & saveThis 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~~~ WARNING ~~~The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

Craig Ferguson is the Director of Strategy at Antipodean Capital. He sat down with Owen Rask and Drew Meredith on The Australian Investors Podcast to talk macro and global markets.Craig formerly worked with JP Morgan (1994-2003) as a currency and bond trader, and was head of their cross-market technical analysis group between 1999-2003 when his group was regularly ranked top three in the world.Topics covered with Craig Ferguson:  Can you describe the current environment in a sentence? Explain what Antipodean Capital does? And why the name? What does a typical day look like for a macro forecaster? Biggest mistakes that even the smartest investors tend to make Define the concept of tactical vs strategic asset allocation? Is it becoming more important? Who needs this type of decision-making support? What are some of the best and worst calls of your career? What are Craig’s views on the market today? Bonds vs. equities, US dollar, the outlook for policy, inflation changes? Markets always tilt to hyperbole, how do you look through this? What’s the best tactical opportunity in fixed income and equities and alternatives today? Podcast resources ASK A QUESTION Antipodean Capital Wattle Partners  Owen on Twitter Drew on Twitter Say thanks to our tremendous sponsorsJoin Selfwealth and get 5 free ASX trades!The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 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!Join Selfwealth and get free tradesJoin The Intelligent Investor & saveThis 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 trialClick here to join Intelligent Investor today ($100 off) Learn more about your ad choices. Visit megaphone.fm/adchoices

Kerry Craig is the Global Market Strategist at J.P. Morgan Asset Management.Based in Melbourne, Kerry and Owen sat down in the Rask studio to talk about everything that’s happening in the economy, stock market, bond market and everything that fits in between.Topics covered with Kerry Craig from J.P. Morgan Asset Management: What does your day job entail, Kerry? Can you provide an overview of what we’ve seen from global markets over the past 2-3 years? Let’s zoom into the UK for a few minutes and what we’ve seen there over the past 12 months and 12 days. Few people outside of a commerce degree or CFA would have heard of a gilt. How do you make sense of what we’ve seen? The US stock market has entered a bear market, why is that? Have US earnings come back to such an extent to warrant the sell-off? Shiller PE? Versus the US market, Aussie equities (down 10%) haven’t been hit as hard as the US (down 17%) in 2022. What’s been driving our performance relative to the US market? Has the Aussie earnings outlook been as impacted? This month the RBA bumped interest rates by 0.25% — and the stock market jumped 3.5%. Was it unexpected? What did you make of the call? Recession. There is talk — and lots of it — saying we’re headed to a recession here in Australia. What’s your view? Do you think we’ll enter a recession? What would be the signal to prove your viewpoint wrong? Over the ultra-long term, the Australian share market has been one of the best performers. Have you ever considered what makes Australia so special? What 2-3 key signals you are watching for the remainder of the year to gauge how we’ll enter 2023? If you were a student of macroeconomics today, who are 3 people you would follow or read to make sense of markets? Podcast Resources ASK A QUESTION Kerry on LinkedIn JP Morgan Say thanks to our tremendous sponsorsJoin Selfwealth and get 5 free ASX trades!The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 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!Join Selfwealth and get free tradesJoin inside The Intelligent Investor & saveThis 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 Intelligent Investor today ($100 off)The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for "2 sense", hosted by experienced investment analyst Owen Rask and long-time financial planner Drew Meredith, CFP.What is “2 sense”?2 sense is our take on a relaxed investing conversation about the things you care about -- companies, themes, strategies and ideas that make money. You fuel our 2 sense episodes with your great questions, creative names and topics.Please send us your investing questions!Submit your question (or make a bold statement) here.Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered.If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question.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-analystJoin The Intelligent Investor & saveThis 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 SelfWealthAccess Alan Kohler’s Eureka ReportEureka 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 trialIf 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/fsgDate recorded: 10th of October 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Claude Walker is the founder of A Rich Life and a small-cap investing expert.Claude joins Owen Rask on The Australian Investors Podcast to help us understand where we might be in the market cycle, and the duo identifies two of their favourite stocks to buy... when prices fall.This podcast follows on from Claude's very popular article, "10 Signs That Will Make Me Want To Buy Stocks".The companies for today's episode are RPMGlobal Holdings Ltd (ASX: RUL), from Claude; and Altium Limited (ASX: ALU), from Owen.Ready-made ETF portfolios? Rask Core has you covered!Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.ASK A QUESTION: https://bit.ly/3QtiY00If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/PearlerWe're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-fundsBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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, Kate 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/fsgDate recorded: 6th of October 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices