Are Tesla and Nvidia still a buy? Portfolio rebalancing & private credit insights
In this Australian Investors Podcast episode, your hosts Drew Meredith and Owen Rask discuss:
– Tesla’s and Nvidia’s stock price slump and investor sentiment
– Portfolio rebalancing strategies in a volatile market
– Private credit investing with TermPlus and its risks
– The ongoing debate on taxing unrealised gains
If you love learning about global investing trends, private markets, and smart portfolio strategies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
– Our Fake Portfolio Updates
– Autonomous Taxis
– Owen's Newcastle Trip
– More Fake Porfolio Updates
– Vulcan Energy Shares
– Nvidia Shares
– Building The Fastest Supercomputer in 19 Days
– ASX 11% Return Chart
– Santos' Takeover Bid
– Retail Stocks
– Should Anyone Under 55 Have Defensive Assets?
– How Much of Drew's Portfolio is in Small Caps?
– Big Beautiful Bill Implications
– Tax on Unrealised Gains
– Is TermPlus Safe?
– How to get Exposure to Private Markets
– What is the Good Research discount code?
– Recap
– Drew's Dad Joke
~~ Rask Resources ~~
🔗 Explore all Rask services – https://bit.ly/R-services
📋 Get Financial Planning – https://bit.ly/R-plan
📈 Start investing with Rask – https://bit.ly/R-invest
📜 Access Show Notes – https://bit.ly/R-notes
❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
📲 Follow us on social media:
– Instagram: @rask.invest
– TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #Finance #AustralianInvestorsPodcast
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55:35
Nick Kelly on investing in mega trends with WAM Alternatives (WMA)
In this Australian Investors Podcast episode, your hosts Mitch and Drew discuss:
– The four mega trends driving WAM Alternatives' strategy
– How WMA is investing in themes like food, ageing and digitisation
– The structure and evolution of the WMA portfolio post-Blue Sky
– Nick Kelly’s journey and philosophy as an alternatives investor
If you love learning about alternative investments and structural trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
– Nick Kelly’s background and start in investing
– WAM Alternatives’ transformation from Blue Sky to now
– How WMA accesses long-term mega trends like digitisation, ageing, food scarcity and energy transition
– Return expectations, private markets, and the future of WMA’s portfolio
Resources for This Episode
– The ghost of Blue Sky Alternatives: will WMA close?
– Fizzled Blue Sky a lesson in need for transparency: short seller
~~ Rask Resources ~~
🔗 Explore all Rask services – https://bit.ly/R-services
📋 Get Financial Planning – https://bit.ly/R-plan
📈 Start investing with Rask – https://bit.ly/R-invest
📜 Access Show Notes – https://bit.ly/R-notes
❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
📲 Follow us on social media:
– Instagram: @rask.invest
– TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #Finance #AustralianInvestorsPodcast
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57:07
Why index funds hurt small cap investing
In this Australian Investors Podcast episode, your host Owen Rask is joined by Luke Laretive and Ben Richards from Seneca Financial Solutions to discuss:
– The flaws of small cap index investing
– How inclusion in ASX indices drives mispricing
– Lessons from Catapult, Objective Corp & Sigma
– Mistakes small cap investors should avoid
If you love learning about small cap investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics covered
– How ETFs and index funds distort the small cap landscape
– Why active managers can still outperform in small caps
– What index inclusion does to share prices (examples from Catapult, EOL, Objective)
– Why more companies are gaming the index system (e.g. Sigma, Guzman y Gomez)
– Common small cap investing mistakes and how to avoid them
Episode Resources
Check out Good Research
Have a look at all of Seneca's Investment Products here
Read more about Seneca's Australian Small Companies Fund
~~ Rask Resources ~~🔗 Explore all Rask services – https://bit.ly/R-services
📋 Get Financial Planning – https://bit.ly/R-plan📈 Start investing with Rask – https://bit.ly/R-invest📜 Access Show Notes – https://bit.ly/R-notes❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
📲 Follow us on social media:
Instagram: @rask.invest
TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #Finance #AustralianInvestorsPodcast
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40:32
Why private companies are staying private, and why you should care
In this Australian Investors Podcast episode, your hosts Drew Meredith and Owen Rask discuss:
- Private companies avoiding the ASX
- Why more capital is flowing to private equity
- How retail investors can access private opportunities
- Position sizing, risk, and long-term investing
If you love learning about private markets and long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
- Why companies are staying private longer than ever
- The rise of private equity and its effect on markets
- How investors can think about accessing private deals
- Portfolio construction lessons & position sizing strategies
~~ Rask Resources ~~
🔗 Explore all Rask services – https://bit.ly/R-services
📋 Get Financial Planning – https://bit.ly/R-plan
📈 Start investing with Rask – https://bit.ly/R-invest
📜 Access Show Notes – https://bit.ly/R-notes
❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
📲 Follow us on social media:
Instagram: @rask.invest
TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #Finance #AustralianInvestorsPodcast
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42:24
How investors can profit from the AI value chain, with Billy from Global X
In this Australian Investors Podcast episode, your hosts Owen Rask and Billy from Global X discuss:
- The full AI value chain - from hardware to monetisation
- Why investing in AI isn’t just about chips anymore
- Real-world robotics and automation examples from China
- How investors can access AI through ETFs
If you love learning about AI, technology investing, and thematic ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
- Breaking down the AI value chain: hardware, infrastructure, and software
- Real-world robotics: UBTech’s humanoid robots in EV factories
- Why infrastructure and monetisation are the next big frontiers
- How ETFs like AINF and GXAI give investors AI exposure
📄 Learn more about AI investing & Global X ETFs:
AINF ETF (Artificial Intelligence & Big Data)
GXAI ETF (Global X Artificial Intelligence)
Explore Global X's Thematic ETFs
~~ Rask Resources ~~
🔗 Explore all Rask services – https://bit.ly/R-services
📋 Get Financial Planning – https://bit.ly/R-plan
📈 Start investing with Rask – https://bit.ly/R-invest
📜 Access Show Notes – https://bit.ly/R-notes
❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
📲 Follow us on social media:
Instagram: @rask.investTikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
Learn more about your ad choices. Visit megaphone.fm/adchoices
The Australian Investors Podcast is a twice weekly podcast (Wednesday & Saturday), featuring laid back but intelligent short- and long-form conversations about markets, business, psychology, lessons learned and investment process. At Rask, our goal is to bring you the best insights, information and proven strategies to help you invest your time and money. SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-investors-podcast
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