Australian Investors Podcast

You’re about to hear one of the most enjoyable, intellectual revealing, self-reflecting and honest conversations I had with one of my best friends. If you have the time, I’d suggest you watch this podcast. It’s available on YouTube as a full video.Ryan Newman is Portfolio Manager of Motley Fool Pro, a members-only investment service run by The Motley Fool Australia.In the first part of this podcast Ryan and I do what most close friends would do when you chuck a camera and a microphone in front of their face for the first time: we engage in a bit of light hearted chit-chat.Even if you’re not one for a bit of banter and back-and-forth, I implore you to keep listening because the full podcast is incredibly insightful. I get to chat to Ryan each day but this conversation gave me an entire new understanding of how to develop as an analyst, an investor and as a person.Ryan shares priceless wisdom from his favourite Australian investors, including Joe Magyer, Matt Joass and Anirban Mahanti — three investors Ryan was lucky enough to count as colleagues and be mentored by. They’re also three people who have appeared on this podcast, most of them more than once.I also ask Ryan questions like what have what your biggest winners and what did you learn from them? What money advice are you giving to your children?There is something for everyone in this extra special episode of The Australian Investors Podcast. I know you’ll enjoy it.***Join 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.Date recorded: July 14th, 2021Resources: Motley Fool website: https://www.fool.com.auFounder's Field Guide, with Ryan Peterson: https://www.joincolossus.com/episodes/49206200/petersen-where-there-is-mystery-there-is-margin?tab=mentionedcontentDisclosure & Disclaimer: at the time of recording, Owen Raszkiewicz owns shares of Altium. Please refer to the Fool.com website for a full list of Ryan's disclosures.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

This bonus episode of The Australian Investors Podcast features Kanish Chugh, of ETF Securities.Kanish talks with Owen about the use of inverse and leveraged ETFs, such as LNAS & SNAS. The duo discuss the risks, opportunities, and when to use these types of products.Please note: the two investors do a good job of explaining some of the risks but always be mindful that using leveraged or inverse ETFs can be extremely risky. Always read an ETF's Product Disclosure Statement (PDS) before investing.To learn more about ETF Securities' ETFs, follow this link: https://bit.ly/fundsETFSView more episodes: https://bit.ly/Australian-Investors-PodcastEpisode recorded: May 26th, 2021INFORMATION WARNING Please note: ETF Securities is the issuer of LNAS & SNAS ETF, and guests appearing on the show may have an interest in some of the shares mentioned. Kanish works for ETF Securities, the sponsor of this podcast series. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS).This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices

On The Australian Investors Podcast this week, 7Investing's Anirban Mahanti and Owen Rask chat big tech stock earnings, including: Tesla Inc (NASDAQ: TSLA) and its monster operating leverage Apple Inc (NASDAQ: AAPL) and its massive iPhone growth Microsoft Inc's (NASDAQ: MSFT) blistering quarter, driven by cloud Alphabet Inc (NASDAQ: GOOGL) has a huge quarter, driven by Search & YouTube The investors also talk about the latest ASX news, including Dubber Ltd's (ASX: DUB) $110 million capital raising, CommSec charging negative rates on Euros, and Temple & Webster's (ASX: TPW) excellent report.Finally, the gentlemen ask: are the COVID numbers as bad as last time? And should investors be worried?If 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.To be clear: Rask Australia (our business), nor me (Owen), receive nothing 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-7investing***Join 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.Recorded: Wednesday, July 28th, 2021Information 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

In the episode of The Australian Investors Podcast Owen Rask chats to Aoris Portfolio Manager, Stephen Arnold, CFA, and Senior Analyst Delian Entchev, about 3 ways to beat the rise of inflation: Focus on companies with pricing power Find businesses with cost efficiencies & advantages Ensure the company has optionality and strength embedded on its balance sheet In this episode, Stephen, Delian and I talk about the following companies: Costco Wholesale Corporation (NASDAQ:: COST) Graco Inc. (NYSE: GGG) Moody's Corporation (NYSE: MCO) Accenture Plc (NYSE: ACN) L'Oreal SA (EPA: OR) ***Join 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.Show notes: Stephen's pitch on Accenture Plc - Investors Podcast episode Aoris - view the full portfolio Recorded: June 25, 2021Please note: We'll do our best to disclosure investment positions during the podcast but please note that it might not always be possible, so consider that Owen or guests appearing on the show may have an interest in some of the shares mentioned. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS) before making a decision.This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices

On the Australian Investors Podcast this week, 7Investing's Anirban Mahanti and Owen Rask talk Altium Ltd's (ASX: ALU) botched takeover proposal from Autodesk Inc (NASDAQ: ADSK), Netflix Inc's (NASDAQ: NFLX) quarterly report, Bezo's Blue Origin hits space.The investors also talk about what to make of COVID Delta numbers and, of course, they offer two growth stocks to watch: Okta Inc (NASDAQ: OKTA), and AVA Risk Group (ASX: AVA) If 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.To be clear: Rask Australia (our business), nor me (Owen), receive nothing 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-7investing***Join 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.Recorded: Wednesday, July 21st, 2021Disclosure: at the time of recording, Rask Australia has recommended shares of PayPal, Alphabet, Altium and Apple. Owen owns shares of PayPal, Altium, Alphabet, Altium & Apple. Please refer to the 7investing.com website for a full list of Anirban's research and disclosures.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

In this episode of The Australian Investors Podcast I chat with Adam Bronts, director of business development at Castlerock. Castlerock is a funds management business specialising in property, in particular office properties that are leased to government tenants.Castlerock has just completed the purchase of a new property in Ipswich and is conducting a capital raising, which provided an opportunity for me to talk to Adam. We cover a lot of new ground for investors, but especially those investors who are interested in understanding how properties are valued and what professionals look for in large scale deals.It’s also a great episode for investors seeking alternative sources of income in a low rate environment.I hope you enjoy this episode of The Australian Investors Podcast featuring Adam Bronts.WANT TO LEARN MORE ABOUT AUSLINK PROPERTY TRUST?You can follow this link to learn more about Adam's Auslink Property Trust 2 fund, access the PDS and consider the risks: https://bit.ly/castle21***Join 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.Date recorded: July 1st, 2021Disclosure & sponsorship: at the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. Adam is a director of Castlerock. The Rask Group Pty Ltd received a fixed fee, set in advance, for Adam to appear on this episode of the 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

In the latest weekly episode of The Australian Investors Podcast hosts Owen Rask and 7Investing's Dr Anirban Mahanti talk about the latest in Buy Now, Pay Later (BNPL), including Apple Inc (NASDAQ: AAPL), PayPal Inc (NASDAQ: PYPL) and Afterpay (ASX: APT).Then Owen makes a bet with Anirban over which ASX company will receive a takeover offer first: Treasury Wine Estates (ASX: TWE) or A2 Milk Company Ltd (ASX: A2M).The duo also talks about emerging markets payments, the space race and more.Recorded: Wednesday, July 14th, 2021Disclosure: at the time of recording, Rask Australia has recommended shares of PayPal & Apple. Owen owns shares of PayPal & Apple. Please refer to the 7investing.com website for a full list of Anirban's research and disclosures.If 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 SAVE on 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.To be clear: Rask Australia (our business), nor me (Owen), receive nothing 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-7investing***Join 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode of The Australian Investors Podcast features Damon Gosen from VanEck Australia. In this shorter episode, Owen Rask and Damon talk about the VanEck Vectors Morningstar Wide Moat ETF (ASX: MOAT) or "MOAT" for short.In short, the MOAT ETF takes Morningstar's analyst MOAT ratings (no moat, narrow, wide) and combines it with analyst valuations to create a portfolio of the most undervalued US companies with defensive business models.Owen and Damon discuss: What are MOATs? How we measure a business moat Where are wide-moat companies found? Valuations & moats MOAT versus traditional quality or multi-factor modelling Portfolio construction & why companies get booted from the MOAT ETF Learn more on Best ETFs: https://www.bestetfs.com.au/report/etf/moat/Get in contact with Damon: https://www.vaneck.com.au/etf/equity/moat/snapshot/?utm_source=RASK***Join 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.Recorded: July 2nd, 2021More episodes & Owen's research: https://bit.ly/raskresearchDisclosure: at the time of recording, Owen owns shares/units in MOAT. Keep in mind Damon works for VanEck -- the company responsible for the MOAT ETF. Please consider our potential conflicts of interest. Just so you know, neither Owen nor The Rask Group Pty Ltd received any compensation or fees for this podcast interview.INFORMATION WARNINGPlease note: We'll do our best to disclosure investment positions during the podcast but please note that it might not always be possible, so consider that Owen or guests appearing on the show may have an interest in some of the shares mentioned. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS) before making a decision.This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices

In the latest weekly episode of The Australian Investors Podcast hosts Owen Rask and 7Investing's Dr Anirban Mahanti talk about two of the ASX's highest-profile takeovers in recent times: Altium Ltd's (ASX: ALU) takeover proposal from AutoDesk Inc; and the Sydney Airport (ASX: SYD) offer from a private consortium of buyers.Owen & Anirban also talk interest rates and mortgages, including why they locked in rates on their home loans.Finally, the investors dive into 3 company/stock ideas for your watchlist: Paycom Software (NYSE: PAYC), Laserbond (ASX: LBL) and Cleanspace (ASX: CSX).Recorded: Thursday, July 8th, 2021Disclosure: at the time of recording, Rask Australia has recommended shares of Altium and Laserbond. Owen owns shares of Altium. Anirban owns shares of Paycom. Please refer to the 7investing.com website for a full list of Anirban's research and disclosures.~~~ LOVE IT OR HATE IT? ~~~If 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 for just $7 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.To be clear: Rask Australia (our business), nor me (Owen), receive nothing 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-7investing***Join 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

In the episode of The Australian Investors Podcast Owen Rask chats to Aoris Portfolio Manager and founder, Stephen Arnold, CFA, about a stock he has held in his portfolio since inception: L'Oreal SA (EPA: OR).Chances are, you know L'Oreal SA from the television, billboards, salon, shopping centres (or even in your bathroom at home). Stephen makes his strong case for why this 100+ year-old company is still packed with market-beating potential.Show notes:Aoris - view the full portfolioRecorded: June 25, 2021More episodes & Owen's research: https://bit.ly/raskresearchINFORMATION WARNINGPlease note: We'll do our best to disclosure investment positions during the podcast but please note that it might not always be possible, so consider that Owen or guests appearing on the show may have an interest in some of the shares mentioned. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS) before making a decision.This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices