Australian Investors Podcast

Rask
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Oct 5, 2021 • 42min

Being more creative, with Tania De Jong, AM

Tania De Jong AM joins Owen Rask on The Australian Investors Podcast to tell us how the power of song and creativity can transform our lives and organisations.In an age of mental health awareness and automation, creativity is becoming a more powerful force in helping us design our lives, teams and how we position ourselves for success.Tania De Jong is the co-founder of Mind Medicine Australia, two other charities and 6 businesses.Tania is also a soprano and professional entertainer. She graduated with a Bachelor of Laws (Honours) from Melbourne University, won a tennis scholarship to the USA (following in her family's footsteps) and was appointed a Member of the Order of Australia in 2008 for her contribution to Arts.Owen and Tania talk about the power of creativity, song, soft skills, automation, mental wellbeing, charity & giving, and modern forms of psychedelic medicine for treating mental health and psychological disorders, such as PTSD and depression.This Australian Investors Podcast may seem totally different to what you've come to expect from the Rask Investors Podcast channel, but it's filled with nuggets of timeless advice and optimism.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!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).➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount➜ 100% free 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/@raskinvestFull 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/fsgDate recorded: September 21st 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices
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Oct 4, 2021 • 26min

ESTX: A passive approach to European stocks

The ETF Securities ESTX Europe ETF (ASX: ESTX) provides investors with exposure to 50 top European stocks.This video, featuring Owen Rask from Rask & Best ETFs, profiles with ESTX ETF with Kanish Chugh, part of the ETF Securities team.For more information on the ESTX ETF, get a free analyst review on Best ETFs: https://www.bestetfs.com.au/report/etf/estx/To access the PDS & learn more about ETF Securities, visit their website:https://www.etfsecurities.com.au/?utm_source=RASKJoin Owen’s Rask Invest – A $100 off Rask’s ASX research for Investors Podcast listeners*To get 6 months of Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here.Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights.Date recorded: September 2nd, 2021Disclosure & sponsorship: at the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. ETF Securities is a sponsor of our other podcast series, The Australian Finance Podcast. They (ETF Securities) did not pay a fee to appear on this podcast.Information warning: 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 in 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Oct 1, 2021 • 1h 2min

Finding the next Xero & Zoom's takeover

On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti dive head first into Zoom's (NASDAQ: ZM) failed deal with Five9, Zip Co's (ASX: Z1P) partnership with Microsoft Edge and how companies like Xero Limited (ASX: XRO) emerge as massive multibaggers.Watch the LIVE podcast: https://youtu.be/vCXW23b9O2wThis is a fantastic episode if you want to learn how to identify growth companies in fast-moving industries, like cybersecurity or cloud-computing. Anirban & Owen share their strategies for identifying these opportunities and provide excellent examples you can add to your watchlist.Companies mentioned in this podcast: Xero Limited (ASX: XRO) Apple Inc (NASDAQ:AAPL) Zoom Inc (NASDAQ: ZM) Five9 Inc (NASDAQ:FIVN) Vulcan Ltd (ASX: VUL) Zip Co Ltd (ASX: Z1P) Audinate Ltd (ASX:AD8), and Blackmores Ltd (ASX: BKL) Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.Get Owen's stock research: Join Rask Invest!Got 5 minutes? 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).Join 7Investing: https://7investing.com/subscribe?utm_source=RASKGet $10 off 7Investing when you join and use the "Rask" coupon code at checkout.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/fsgDate recorded: October 1, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 29, 2021 • 1h 1min

Not all olive oils are created equal ft. Rob McGavin

In this Australian Investors Podcast episode Owen talks with Rob McGavin, co-founder and Chairman of Cobram Estate Olives Ltd (ASX: CBO), Australia’s largest producer of olive oil and one of the world’s leading producers.You can watch this podcast on Rask’s YouTube Channel.Rob’s story is littered with examples that remind me to think and invest smarter. To persevere. And to focus on quality.After growing up on a farm and working in remote parts of Australia, Rob quickly transitioned to entrepreneurism, starting a vineyard, and later partnering with Paul to create what is now Australia’s biggest olive oil producer, Cobram Estate Olives.It also owns the popular Red Island brand in supermarkets. The company has fused a focus on science, education and culture to create an organisation that creates meaningful products that genuinely want to help people live happier and healthier lives.In this podcast we talk about Rob’s lessons learned from his father, almost going bust (a few times), building a team, agriculture & culture, the fluid industry dynamics for big olive oil producers, Europe versus Australia, and — perhaps most importantly — how to tell if you’re consuming the good stuff.One memorable quote, which came from Rob’s father, is “there's only one way to go broke - spend more than you earn.” To start, here’s Rob telling us how you can tell if you’re drinking great quality oil olive… Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 24, 2021 • 1h 7min

Live: The Evergrande collapse & is 25% in one stock too much?

Owen Rask and 7Investing’s Dr Anirban Mahanti are live again on The Australian Investors Podcast. View the livesteam: youtu.be/xWnVvNwsb-Q Topics discussed: Rising rates & how to protect your stock portfolio Facebook's new CTO Why Evergrande's crisis might not lead to a crash When to sell stocks & why Anirban is okay with 25% in one stock Anirban's golden rule for selling positions Owen's two rules for selling stocks Anirban's article on selling: https://7investing.com/articles/when-and-why-i-sell-stocks/Get notified when we go live, by subscribing to the Rask YouTube channel:https://studio.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA If you like the show, say g’day to me (Owen) on...Twitter: https://www.twitter.com/owenraskInstagram: https://www.instagram.com/owenraskau/Say g’day to Anirban: https://twitter.com/7amahanti/Join 7investing and get $7 off for the first month - A “RASK” specialGet $10 off when you join 7Investing (use coupon code “RASK”): http://bit.ly/rask-7investingIf you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon.****Join Owen’s Rask Invest - A $100 off Owen’s ASX research for Investors Podcast listeners*****Get $100 OFF a full 6 months of Owen and the Rask analyst team’s ASX research (use coupon code “investpod”), join Rask Invest:https://bit.ly/aip-discountListeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”.Information Warning: 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 in 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, www.rask.com.au/fsg, to learn more about us, what we offer and our podcasts.Date of recording: September 24th, 2021.Disclosure: at the time of writing Owen, or any of the guests, appearing on the show may have a financial interest in the companies or products mentioned. Owen owns shares of Facebook. Never act on the information presented in this video. Always consider the risks, read the PDS (for funds or ETFs) and speak to a licensed financial adviser before acting. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 23, 2021 • 43min

Investing in private companies: What it takes, ft. NAOS' Seb Evans

Owen Rask was recently joined by Sebastian Evans of NAOS Asset Management to talk about the opportunity on offer by investing in private companies.This is a fascinating conversation that covers: Why Sebastian wants to target private companies with $5m+ in revenue The universe of private companies (Note: in Seb's chosen universe, there are over 50,000 private businesses compared to less than 400 on the ASX) The risks of private company investing (there are lots) ESG factors when you do private company investing & how NAOS manages ESG concerns How to value and research private companies The legal & corporate governance side of private businesses (e.g. shareholders agreements, types of compliance steps, etc.) How to construct a portfolio of private businesses The filtering process and finding private companies to buy based on ATO data Resources:NAOS Private Opportunities Fund: https://www.naos.com.au/npof-naos-private-opportunities-fund/?utm_source=RASKOwen's 1st small-cap podcast with Seb: https://www.rask.com.au/2019/11/10/sebastian-evans/Date of recording: September 22, 2021Disclosure: please note that NAOS is the sponsor of this episode of the podcast and as such agreed to pay a fixed fee to Rask Group, set in advance and by a third party, to appear on this episode. This is a disclosure and not a recommendation of NAOS. Please read the PDS & speak to your financial adviser before acting on the information in this podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 22, 2021 • 42min

The big problem(s) with shorting & 2 global stocks, ft. Charlie Aitken

This episode of The Australian Investors Podcast features Charlie Aitken, founder of Aitken Investment Management (AIM Funds).AIM is a global equities fund manager investing in high quality stocks from the USA and abroad.In this episode, Owen Rask & Charlie Aitken talk about: Charlie's big lessons learned from his father and running a fund Why shorting is hard and why Charlie dropped it to be long-only How Charlie has built a strong analyst team The big risks facing investors looking to Chinese stocks like Tencent & Alibaba (BABA) 2 global stocks to watch: Nike Inc (NYSE: NKE) and HEICO Corp (NYSE: HEI) This is a great episode for investors looking for an easy-listening discussion about high quality investing, shorting and those second-guessing their positions in China.Resources: AIM Funds website Email Charlie: CA@aimfunds.com.au View more episodes & access Owen’s research: https://bit.ly/raskresearch Join Owen’s Rask Invest – A $100 off Rask’s ASX research for Investors Podcast listeners*To get 6 months of Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here.Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights.Date recorded: September 8th, 2021Disclosure & sponsorship: at the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 17, 2021 • 59min

LIVE: 6 stock picking factors, the power of AAPL, IHR’s cap raising

ASX share market investing meets NASDAQ & NYSE stock investing in a collision of analyst share market insight with Rask’s founder Owen Raszkiewicz and 7Investing’s Dr Anirban Mahanti going live for The Australian Investors Podcast.Livesteam: https://youtu.be/l0SmJp3B-kwTopics discussed: 6 stock picking factors to use Apple’s product launches & the power of scale Chinese equities Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing.Anirban’s BABA article: https://7investing.com/articles/the-china-tech-crackdown-is-it-a-buying-opportunity/Get notified when we go live, by subscribing to the Rask YouTube channel:https://www.youtube.com/channel/UCvOP...If you like the show, say g’day to me (Owen) on Twitter or Insta:Twitter: https://www.twitter.com/owenraskInstagram: https://www.instagram.com/owenraskau/...Say g’day to Anirban: https://twitter.com/7amahanti/Join 7investing and get $7 off for the first month - A “RASK” special Get $10 off when you join 7Investing (use coupon code “RASK”): http://bit.ly/rask-7investingIf you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon.****Join Owen’s Rask Invest - A $100 off Owen’s ASX research for Investors Podcast listeners*****Get $100 OFF a full 6 months of Owen and the Rask analyst team’s ASX research (use coupon code “investpod”), join Rask Invest:https://bit.ly/aip-discount](https://bit.ly/aip-discountListeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”.Information Warning: 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 in 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, www.rask.com.au/fsg, to learn more about us, what we offer and our podcasts.Date of recording: September 17th, 2021.Disclosure: at the time of writing Owen, or any of the guests, appearing on the show may have a financial interest in the companies or products mentioned. Never act on the information presented in this video. Always consider the risks, read the PDS (for funds or ETFs) and speak to a licensed financial adviser before acting. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 15, 2021 • 1h 16min

A field guide for income investing in property debt, ft. Qualitas' Andrew Schwartz

This episode of The Australian Investors Podcast features Andrew Schwartz, founder of Qualitas.Qualitas is a specialist private debt investment firm and property financier.How do the Qualitas funds work?Qualitas allows large-scale developers, investors and property-focused institutions get financing for their projects. For example, a 65% LVR loan for two years maturity.Qualitas then attracts investors, who contribute capital either into the wholesale funds or its listed trust (QRI), seeking reliable income in the form of distributions. The investors, like those who buy into QRI, benefit from the regular interest payments being 'passed through' the funds back to them.In this way, Qualitas' QRI isn't the type of managed fund that would be expected to achieve substantial year-on-year growth, but more-so an investment for income purposes. The Qualitas Real Estate Income Fund (ASX: QRI) is a retail-friendly version of its unlisted funds (which are wholesale investor only). QRI allows people with an ASX brokerage account to buy into a Listed Investment Trust (LIT) backed by these mortgages. QRI is designed to pay dividends every month.In this episode, Owen Rask & Andrew Schwartz talk about: Andrew's lessons learned from the '87 crash, early '90s recession & the GFC The ins-and-outs of alternative property lending in Australia, and why the opportunity is substantial How private debt funds work and why property developers choose Qualitas for their banking needs The ways Andrew and his team ensure they are lending to respected and reliable borrowers (i.e. risk reduction) The difference between mezzanine and senior debt inside the 'CRE capital stack' This is a great episode for investors looking to learn about property and alternative sources of income in a portfolio.Resources: Learn more about the Qualitas Real Estate Income Fund (ASX: QRI) Andrew's website: https://www.qualitas.com.au/ View more episodes & access Owen’s research: https://bit.ly/raskresearch Join Owen’s Rask Invest – A $100 off Rask’s ASX research for Investors Podcast listeners*To get 6 months of Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here.Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights.Date recorded: September 8th, 2021Disclosure & sponsorship: at the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. Andrew is the founder of Qualitas. The Rask Group Pty Ltd received a fixed fee, set in advance, for Qualitas to appear on this episode of the podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 10, 2021 • 1h 6min

5 top stocks, a2 Milk shares, an analyst job & some Q&A

On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti share 5 of their favourite ASX & global stock reports, plus answer a listener question on a2 Milk Company Ltd (ASX: A2M). The 5 stocks covered in detail include: Redbubble Ltd (ASX: RBL) CrowdStrike (NASDAQ: CRWD) Salesforce.com (NYSE: CRM) MongoDB (NASDAQ: MDB) EML Payments (ASX: EML) Watch the video on the Rask Australia YouTube page: https://www.youtube.com/c/RaskFinanceJoin 7Investing: https://7investing.com/subscribe?utm_source=RASKIf you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes.Join 7investing and get $7 off for the first month - A “RASK” special*If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon.To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investingJoin Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discountListeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.Information warning: 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 in 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: September 8th, 2021Disclosure: at the time of writing Owen owns shares of Apple, EML Payments, Salesforce & Redbubble. Learn more about your ad choices. Visit megaphone.fm/adchoices

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