In this Australian Investors Podcast episode, your hosts Owen Rask and guest Billy discuss:
– The rise of US innovation and capital markets since WWII
– China’s top-down growth model and policy-driven sectors
– The Dragon ETF and capturing China’s growth themes
– AI, semiconductors, and the future of global investing
If you love learning about global investing, innovation, and ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
– How the US built its dominance in innovation and capital markets
– China’s top-down growth model and policy-driven sectors
– The Dragon ETF and where China’s growth is focused
– How to think about allocating to China in long-term portfolios
– Final thoughts on AI, semiconductors, and future global innovation
Resources for This Episode
- www.globalxetfs.com.au
- Visit TermPlus to learn more
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 Investors 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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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35:56
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35:56
WOW, CBA & more: Good, Bad & Ugly of ASX reporting season ft. Seneca
Discover the good the bad and the ugly from ASX reporting season 2025 including CSL (ASX:CSL) Woolworths (ASX:WOW) Commonwealth Bank (ASX:CBA) and more
In this Australian Investors Podcast episode, your hosts Owen Rask and the Seneca team discuss:
– The standout winners of ASX reporting season
– The laggards that disappointed investors
– Key small and mid-cap opportunities
– Why valuation and timing matter more than ever
If you love learning about investing in Australian shares, subscribe to the Australian Investors Podcast on [Apple](https://podcasts.apple.com/au/podcast/australian-investors-podcast/id1414707038), [Spotify](https://open.spotify.com/show/6RhitW2pBXlhKnXPVFF5Ok), or [YouTube](https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA)!
Follow us on [Instagram](https://www.instagram.com/rask.invest/) and [TikTok](https://www.tiktok.com/@rask.invest) for more investing insights.
Topics Covered
– The “good” companies delivering strong results (e.g. software and gold producers)
– The “bad” disappointments from CSL, Woolworths, and CBA
– The “ugly” challenges for sectors like healthcare and retail
– Listener Q&A including ethical investing, deep sea mining, and small-cap ideas
Episode Resources:
- Seneca Small Cap fund
- Good Research (register interest for subscription)
- Visit TermPlus to learn more
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 Investors Podcast – https://bit.ly/R-quest
📲 Follow us on social media:
– Instagram: [@rask.invest](https://www.instagram.com/rask.invest/)
– TikTok: [@rask.invest](https://www.tiktok.com/@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
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34:28
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34:28
Bank hybrids are dead: here's where to invest next
In this Australian Investors Podcast episode, your host Owen Rask sits down with Kanish Chugh (from PIMCO) to discuss:
- The hybrid securities market and why APRA is phasing out bank hybrids
– What income investors (especially retirees) should consider in 2025
– The outlook for fixed income, bonds and private credit as interest rates fall
– PIMCO’s research-backed strategy for income investors post-hybrids
If you love learning about income investing, fixed income or portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
– What are hybrid securities and why APRA is shutting them down by 2032
– What this means for income-focused investors and superannuation strategies
– How hybrids work compared to bonds and floating rate securities
– The impact of falling interest rates on income investments
– PIMCO’s research into 38 hybrids and how it’s building portfolios to match risk-return
– Portfolio construction: replacing hybrids with bonds, credit and active income strategies
– How to evaluate ETF yields and how PIMCO builds diversified fixed income portfolios
– Final thoughts on risk, private credit, and doing your research
~~ Episode Resources ~~
– PIMCO hybrid analysis
– Libby Cantrill
– Visit TermPlus to learn more
– Learn more about PIMCO
~~ Rask Resources ~~
- All services
- Financial Planning
- Invest with us
- Access Show Notes
- Ask a question
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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39:59
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39:59
Is Endeavour (ASX:EDV) a dog? Oracle - buy, hold or sell?
In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith, CFP discuss:
– Endeavour Group (ASX:EDV): is it a buy, sell or hold?
– Oracle’s explosive AI growth and $455 billion in RPOs
– What Australia’s biggest super funds are buying — and avoiding
– How to value great businesses like Westfarmers, JB Hi-Fi, and Soul Patts
If you love learning about investing, super, stock research and market trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Topics Covered
– Oracle’s massive $455 billion AI backlog and why the stock could be underappreciated
– Endeavour Group’s valuation: cheap for a reason? Pokies, pubs, and no tech stack
– Australia’s biggest super funds — why some balances are lower than you'd think
– Stock picking, valuation gaps, and long-term business quality
Resources for This Episode
- Visit TermPlus to learn more
- Tikr
Rask Resources
🔗 Explore all Rask services
📋 Get Financial Planning
📈 Start investing with Rask
📜 Access Show Notes
❓ Ask a question – just select the Investors Podcast
📲 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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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45:19
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45:19
Alex Zaika: Scaling an X-traordinary ETF business
In this Australian Investors Podcast episode, your host Owen Rask sits down with Alex Zaika, CEO of Global X ETFs Australia, to explore his fascinating career journey and the rapid rise of Global X. They cover:
– Alex’s unconventional path from teaching to finance
– How Global X grew to $12 billion AUM in just 10 months
– The evolution and adoption of ETFs in Australia
– Why digital advice and education are the next frontiers for investors
If you love learning about ETFs, investing, and leadership, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!**
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
– Alex’s journey from aspiring volleyballer to finance professional
– The culture, leadership, and rapid expansion of Global X ETFs
– ETF adoption in Australia and future growth opportunities
– Digital advice, investor education, and the power of research-driven products
– Final career and money lessons Alex would share with his younger self
Resources for This Episode
Global X Dragon ETF: https://www.globalxetfs.com.au/funds/drgn/
Alex Zaika LinkedIn: au.linkedin.com/in/alex-zaika-caia-a1a85612
Visit TermPlus to learn more
Ask a question – just select the Investors Podcast – https://bit.ly/R-quest
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 Investors 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.
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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