Australian Investors Podcast

The Australian Investors Podcast has a new co-host, Dr. Anirban Mahanti of 7Investing!Anirban and I -- Owen here -- decided to come together and host a weekly chat about markets, stock ideas, strategies and more.Going forward, all Australian Investors Podcast listeners will get: Long-form interview with a specialist: fund manager, analyst, CEO, or other experts A laid-back conversation with Anirban and myself If you like the new format, say g'day on Twitter (@owenrask).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-7investingIf you join 7investing, let me what you think on Twitter: https://www.twitter.com/owenraskInformation 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 investor and series host, Owen Rask, talks with Aoris' Delian Entchev about what seems to be a boring 'tractor' company called Tractor Supply Company (NASDAQ: TSCO). But take it from us: this episode is anything but boring.Delian explains, in clear language, the opportunity in front of investors with Tractor Supply, the USA's largest retail store for hobby farmers and enthusiasts. Tractor supply is 10x larger than its nearest competitor yet is still growing thanks to some savvy management and an intense focus on customers and culture.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

This Australian Investors Podcast episode features Kanish Chugh from ETF Securities. In this short conversation, Owen and Kanish talk about the global healthcare and biotechnology thematic, including the ETF Securities' CURE ETF (ASX: CURE) and key companies operating in the sector.This chat is designed to be easy listening and help you get some ideas on your watchlist. It's just a short episode from Rask to see us into the new financial year before we step it up a gear. To learn more about the CURE ETF, follow this link: https://bit.ly/cure-aipView more episodes: https://bit.ly/Australian-Investors-PodcastEpisode recorded: May 26th, 2021INFORMATION WARNING Please note: ETF Securities is the issuer of CURE ETF, and guests appearing on the show may have an interest in some of the shares mentioned. Kanish works for ETF Securities. 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

In this episode of The Australian Investors Podcast, I chat with Sunny Bangia, Portfolio Manager of the Antipodes Asia Fund.Sunny shares his story and unique insights into how to invest in Asia, the reasons why you would choose Asian technology or consumption plays over, say, US technology.Sunny also shares the names of three companies he is really excited about -- Taiwan Semi-Conductor (TSMC), Meituan and Longi Green Energy. These three companies fall within Sunny's 5 key research clusters.The discussion about the Chinese market opportunity started around 14-15 minutes into the conversation.Topics covered:@14min - The Chinese market opportunity and consumption story @20min - How is the China opportunity different to the North American opportunity?@29min Meituan - the Uber of China?@38min Taiwan Semi (TSMC)@48min Longi Green Energy View more episodes: https://bit.ly/Australian-Investors-PodcastEpisode recorded: June 15th, 2021INFORMATION WARNING Please note: Owen or guests appearing on the show may have an interest in some of the shares mentioned. For example, Owen owns shares of Alphabet/Google and Apple. 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

This Australian Investors Podcast episode features Kanish Chugh from ETF Securities. In this short conversation, Owen and Kanish talk about the Robotics & Automation thematic, ETF Securities' ROBO ETF (ASX: ROBO) and key companies operating in the sector.This chat is designed to be easy listening and help you get some ideas on your watchlist.To learn more about the ROBO ETF, follow this link: http://bit.ly/aip-roboView more episodes: https://bit.ly/Australian-Investors-PodcastEpisode recorded: May 26th, 2021INFORMATION WARNING Please note: ETF Securities is the issuer of ROBO ETF, and guests appearing on the show may have an interest in some of the shares mentioned. For example, Owen owns shares of Altium; Kanish works for ETF Securities. 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

This special property episode of The Australian Investors Podcast features Chris Bates from Wealthful and Amy Lunardi from Amy Lunardi Property.*** ENROL NOW: http://bit.ly/prop-aip ***Chris Bates is an extremely experienced mortgage broker, based out of Sydney, and Amy Lunardi is one of Australia’s highly sought after Buyers Agents/Advocates, based out of Melbourne.This episode is special because it came as a result of Chris, Amy and myself (Owen Rask) working tirelessly to help thousands of Aussies (and Kiwis!) understand how to buy and invest in property.These two property heavyweights helped me and the Rask team publish the Rask Property 101 course, available for FREE(!) on Rask Education.The course is FREE and insightful, a bit of fun and comes with heaps of free resources: 100% free Fully online with quizzes 15+ HD/4K video tutorials 6 PDF workbooks and downloads *** ENROL NOW: http://bit.ly/prop-aip ***Is the Rask Property course not for you? Share the following link with a friend or family member.Property COURSE: http://bit.ly/prop-aipSpecial note from Owen: This course could save you, or a loved one, tens or even hundreds of thousands of dollars by avoiding buying a lemon, getting a crap mortgage, getting sucked in by dodgy estate agents and so much more. I imagine that buying 1 bad property (especially property #1) could set an investor’s wealth creation goals back a decade!CONTACT AMY: https://bit.ly/lunardipropCONTACT CHRIS: https://bit.ly/wealthful-propThanks for supporting Rask to help the world invest, better. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Owen Rask from The Australian Investors Podcast speaks with ASX investor Simon Shields, CFA.Simon is the co-founder of Monash Investors. Simon’s aim is to use an absolute return strategy to generate double-digit returns from Australian ASX shares/equities.In our chat, Simon tells us how he and his team find compelling ASX stocks to buy, the common causes of mispricing for investors to exploit, why catalysts are important, and so on.I hope you enjoy this conversation with Simon Shields from Monash Investors.Like the pod? Say g'day to me on Twitter: https://www.twitter.com/owenrask*** FULL SHOW NOTES: https://bit.ly/aipod2021 ***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 Australian Investors Podcast, Simon Erickson from 7investing walks us through his journey, including his process for investing in high growth companies/stocks, innovative technology companies and the future of emerging industries like personalised medicine and machine learning inference.Simon Erickson’s backstory is different to most professional investors. He studied chemical engineering, then worked in sales, then technology ventures and spent many years at The Motley Fool, finding high growth companies.Not too long ago Simon started 7investing, a unique platform offering market-beating investing insights and stock reports to investors eager to buy tomorrow’s most innovative companies, today. Simon has surrounded himself with a first-class team of technologists and investors at 7investing, including Dr Anirban Mahanti, who has appeared on The Australian Investors Podcast once before.I — Owen — was so thrilled to know Simon would be joining me on The Australian Investors Podcast, all the way from Houston, Texas; to share his insights on: How he finds innovative companies If his engineering background offers him unique insights into modern technologies How he builds a team, and what he looks for in the management teams he invests alongside 2 industries he is very excited to invest in right now 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 and… run by Simon.To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investingIf you join 7investing, let me what you think on Twitter: https://www.twitter.com/owenraskInformation 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

Tobias Carlisle, Founder of Acquirers Funds and creator of the Acquirer's Multiple talked to Owen Rask on The Australian Investors Podcast about his journey and all things quantitative investing.Talking points: Why Tobias would want Warren Buffett on speed dial (over any other investor) Tobias backstory, including growing up in outback Australia How Tobias morphed a legal career into value investing How to find and short companies in financial distress (including frauds) Why Tobias believes stable + wide gross margins are a great predictor for the quality factor The Magic Formula versus Acquirer's Multiple Why value factors outperform quality and growth The importance of dissecting cash versus profit Why frauds can remain profitable longer than you can stay solvent (as a short seller) The #1 piece of investing advice Tobias would give himself FULL SHOW NOTESOwen's resources: Owen's full analyst training & view memberships ($100 off listener discount)The information 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

This episode of The Australian Investors Podcast is a roundtable on portfolio construction for DIY investors, especially those in or nearing retirement.Owen Rask is joined by Jamie Nemtsas and Drew Meredith from Wattle Partners financial planning. The trio discuss: How risk profiles inform your framework Strategic Asset Allocation (SAA) Tactical Asset Allocation (TAA) Investment Policy Statements (IPS) Rules for hedging, rebalancing and administration This is a great primer for how professionals think about portfolio construction, how and when to act on opportunities, the true value of cash holdings, and so much more.FULL SHOW NOTES: https://bit.ly/2PRUgMVOwen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information 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