Australian Investors Podcast

Steve Johnson, CFA, the Founder and Chief Investment Officer of Forager Funds joins Owen Raszkiewicz for a discussion about markets, sectors & opportunities in the wake of COVID-19, how investors have got the stock market rally wrong, the psychology of investing through a crisis and value investing generally.Of course, Steve also shares a few stock stories and opportunities/additions across the Forager Australian Shares Fund and Forager International Shares Fund, including:- Wizz Air Holdings (LON: WIZZ)- Tourism Holdings Limited (NZX: THL)- Uber Technologies (NASDAQ: UBER)All show notes & resources: https://bit.ly/2BtPNZ2The information in this podcast 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode of The Australian Investors Podcast features Tom Millner and Will Culbert from Contact Asset Management. Contact AM is the investment manager behind the BKI listed investment company, WHSP Large Cap portfolio, and an ex-50 fund.Will and Tom joined me via video link from their Sydney office, with a photo of the Contact racing horse behind them.Tom and Will share the story of their early life, lessons learned working for their family businesses, permanent capital and funds management, investing for dividends and the importance of a long-term focus. I hope you enjoy this episode of the Australian Investors Podcast.All show notes & resources: https://bit.ly/2T5qHpgThe information in this podcast 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Emanuel Datt from Datt Capital joins Owen Raszkiewicz for round two of three on The Australian Investors Podcast and this time, Emanuel shares one of the tiny small-cap ASX share ideas with us. Owen and Emanuel first reflect on the current volatility and how Emanuel and Datt has fared through it. Then Emanuel goes back to first principles, walks us through the process for uncovering growth companies like Afterpay Ltd(ASX: APT) and a new company in Datt Capital’s fund.All show notes & resources: https://bit.ly/2L7bO1tThe information in this podcast 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

With everything that’s gone on in markets in 2020, we figured it would be a good change of tact to spend a week focused on property markets, including what we know so far and what comes next. Economist, investor and author Pete Wargent joins Owen for this episode to talk about the implications for renters, landlords, owners and investors. This is a unique episode because Pete shares some of his data and analysis with us via video. You don’t need to watch the video version of this podcast but if you want to see what Pete and Owen are talking about and the charts he is using, you’ll find the YouTube link in your podcast player. All show notes are also available, including links to Pete and Stephen’s new book below. We hope you enjoy this episode of The Australian Investors Podcast.All show notes & resources: https://bit.ly/2Wxz1Pz |The information in this podcast 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode of the Australian Investors Podcast features Mark Tobin, founder of Coffee Microcaps. Many of you may know Mark from his coverage of small and micro-cap stocks, or his conferences in Sydney. Mark is an analyst with an interesting backstory. For about the next 30-40 minutes Owen and Mark talk about volatility and the opportunity in small caps, including what we’ve seen is far in 2020 and how Mark is trying to shed more light on the smallest end of the market.PLEASE NOTE: This episode was recorded online between Melbourne and South Africa. We apologize for any inconvenience with the audio quality.Mark's website: https://www.coffeemicrocaps.com/?utm_source=RASK-AUSTRALIAShow notes & resources: https://www.rask.com.au/stock-pitch-mark-tobin/?utm_source=AIPThe information in this podcast 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Stock Pick episode of The Australian Investors Podcast I chat with Matt Joass, CFA, Chief Investment Officer at Maven Funds Management.Matt provides his take on the COVID-19 recovery and why it could come quicker than many investors expect here in Australia. Matt also provides an overview of Pushpay (ASX:PPH) and a2 Milk Company Ltd (ASX: A2M).Show notes & resourcesThe information in this podcast 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Stock Pick! episode of The Australian Investors Podcast I chat with Emanuel Datt of Datt Capital. Emanuel provides three ASX stock ideas with a concise thesis on each. Before he pitches the ideas, Emanuel takes us through his current thinking on a COVID-19 recovery, impacts on various asset classes and ways to position for different versions of recovery.Emanuel's website: https://www.datt.com.au/?utm_source=RASK-AUSTRALIAShow notes & resourcesThe information in this podcast 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Australian Investors Podcast, Owen pitches his favourite ASX small cap share idea.Get Owen's investment research (Rask Invest):https://www.rask.com.au/subscriptions/?utm_source=investor-podcastShow notes: https://www.rask.com.au/2020/04/03/owens-stock-pitch-on-the-australian-investors-podcast/?utm_source=investor-podcastDate of recording: April 3, 2020Disclosure: At the time of publishing, Owen owns shares of RPMGlobal Holdings (ASX: RUL) & Facebook Inc (NASDAQ: FB).DISCLAIMER: This podcast contains general investment advice/information only. It is NOT financial advice of any kind. 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. Investing involves the risk of capital loss. FSG: https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on The Australian Investors Podcast I speak with Damien Klassen. Damien is the Head of Investments at Nucleus Wealth, a Melbourne-based funds management and advice firm.Some commentators are calling Damien "the investor who saw it (COVID-19) coming".Show notes: https://www.rask.com.au/2020/03/26/damien-klassen/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode I speak with Strawman's Andrew Page and A Rich Life's Claude Walker to consider how we approach the market in 2020 and strategies to invest prudently on the Australian share market in the wake of the Coronavirus (COVID-19) pandemic, including worst-affected sectors, valuations and things to avoid.FULL SHOW NOTES available: https://www.raskmedia.com.au/2020/03/15/australian-sharemarket-investor-update-ft-andrew-page-claude-walker/?utm_source=AIP-EP-1 Learn more about your ad choices. Visit megaphone.fm/adchoices