Australian Investors Podcast

• How fixed income indices actually work

  What does a day in the life of a product manager at S&P Dow Jones look like? Lots and lots of data. Rask’s Mitchell Sneddon sits down to talk with Jessica Tan who the the Principal of Fixed Income Indices at S&P Dow Jones Indices. Jessica breaks down the interesting differences between fixed income markets around the world and uses a bento box to describe how she puts together a fixed income index. We also discuss growing up in Singapore as well as a life changing car accident when she was travelling New Zealand. Resources for this episode Jessica Tan’s bio and articles Buy Gemma’s book “The Money Reset” Ask a question (select the Finance podcast) Show partner resources Join Pearler using code “RASK” for $15 of Pearler Credit Get 50% off your first two months using PocketSmith View Betashares range of funds Rask resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! 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. 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. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Peter Phan from Castlereagh Equity - Mental Models [Throwback]

  Peter Phan is the Portfolio Manager of Castlereagh Equity. Many Australian investors already know Peter from his time blogging and due to his activity on Twitter. This podcast is epic, unfiltered, barely edited and raw. I barely edited this audio file. It took place remotely, so the audio file is a little rough. Consider wearing your headphones. You’ve probably seen this episode come up in your feed and noticed this podcast is also the longest I have ever recorded. My wife said I should break it up into parts. However, if I did that, it would the diehard investors and learners may miss the deep signal Peter covers during the next two and a half hours. In this conversation, Peter covers everything from card counting and probability, mental models for analysing management or yourself, valuations and modelling outcomes, including examples in United Overseas Australia (ASX: UOS) and Data#3 Ltd (ASX: DTL). @60 minutes - how Peter invests In the first 60 minutes Peter sets the groundwork for the entire conversation. If you’re most interested in how he invests and the models he applies to his investing, jump forward to around 60 minutes into the conversation. At the very end of the conversation, around 2 hours and 26 minutes in, Peter answers three questions, including is it ok for non-investors to follow the efficient market hypothesis and invest passively, does an investment committee work and does a fund manager need business experience? His answers are fascinating. I hope you stick around for the full discussion and as always I hope you enjoy this conversation with Peter Phan of Castlereagh Equity. Companies mentioned: United Overseas Australia (ASX: UOS), Data#3 Ltd (ASX: DTL) Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! 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. 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. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Gary Hui on shorting A2 Milk, why narratives lie & building deep research edge at Geometrica

  In this Australian Investors Podcast episode, your host Mitchell Sneddon is joined by Gary Hui, portfolio manager at Geometrica Fund, a Sydney-based global long-short hedge fund. Gary doesn’t follow market narratives — he follows hard data. In this episode, Mitchell and Gary discuss: – Why narratives like founder-led businesses are often misleading – How Geometrica surveyed thousands of WeChat users & port data to short A2 Milk – Why ResMed’s fall was wrongly blamed on GLP-1s like Ozempic – The process of building a deep research edge using alternative data Topics Covered – Gary’s career journey: from JP Morgan to founding Geometrica – Why “good management” and “founder-led” are useless investing shortcuts – How Geometrica defines edge through logic, maths & raw data – Dissecting the A2 Milk short: port data, WeChat bots & channel stuffing – ResMed’s misunderstood GLP-1 narrative vs actual gross margin drivers – Building deep logic models and rejecting conventional wisdom – How the team finds asymmetric bets with massive skew – The role of volatility, balance sheet turnarounds & crowd psychology – Why some of the best shorts started as long ideas – How Gary views valuation as a proxy for popularity, not truth Episode Resources: Geometrica Fund case studies Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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. 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. Access The Rask Group's Financial Services Guide (FSG): Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Is the RBA hiking rates? Retirees chasing alpha, Collins Foods and a REIT deep dive

  Inflation spiked to 3.8% in October, driven by higher electricity and food costs. Economist Warren Hogan is calling for the RBA to raise rates by at least 25 basis points - possibly 40bp to get the cash rate back to 4%. Is Dr Deremith's famous "it's a no" prediction about to be proven wrong? A first interest rate rise in more than two years could be on the cards in 2026 after underlying inflation also increased to 3.3%, above the RBA's forecast of 3.2%. In this Australian Investors Podcast episode, Owen Rask and Drew Meredith debate the RBA's next move, tackle whether retirees should even bother chasing alpha in their portfolios, and dissect two contrasting retail stories. Collins Foods (KFC operator) is flying, but shares tanked. The company upgraded its profit outlook after delivering record first-half revenue of $750.3 million. They're now targeting year-on-year net profit growth in the mid-to-high teens (up from low-to-mid teens). Net profit rose 12.7% to $27.2 million, and they increased the interim dividend from 11¢ to 13¢. They are banking on the Banh Mi strategy to work! Metcash is struggling. The IGA/Mitre 10 owner tumbled 9.2% to $3.36 after reporting just 0.1% revenue growth to $8.48 billion, missing expectations. Food earnings were resilient (EBIT up 3.5%), but liquor EBIT fell 11.4% and hardware dropped 4.2%. Drew shares his first Tesla driving experience. They explore why data centres and energy are the future with Macquarie Tech's massive 47MW AI data centre opening. Plus: Property ETF strategies, when to shift to geared funds, and why tradies are earning $122k-$156k while we're stuck talking stocks. If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today:  Is an RBA rate rise coming? - Inflation hits 3.8%, Warren Hogan calls for 25-40bp hike, Dr Deremith says no Should retirees chase alpha? - Portfolio strategy debate for retirement phase Collins Foods crushes it - KFC operator upgrades profit outlook, record $750m revenue, mid-high teens growth Metcash tumbles 9.2% - IGA/Mitre 10 owner misses revenue expectations, liquor and hardware weak Drew drives his first Tesla - Full review and experience Data centres & energy boom - Macquarie Tech's 47MW AI data centre, Sydney's only new AI capacity in 2026 Property ETF strategies - VAP vs GLPR vs Charter Hall Long WALE REIT (CLW) When to shift to geared funds? - NDQ to GNDQ timing strategies Tradie wages shock - Miners $156k/year, sparkies/plumbers $122k Resources for this episode Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! 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. 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. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Inside Euphemia’s family office: Backing women-led, climate & fintech startups

  In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Judy Anderson-Firth, CEO of Euphemia. Together they discuss the inside story of how one of Australia’s most progressive family offices invests with purpose—backing fintech, climate tech and women-led startups. Learn how Euphemia’s investment strategy works, the red flags to watch for, and what it means to be a “network-powered” investor Topics Covered – The origin story of Euphemia & Judy’s role as CEO – Why 80%+ of Euphemia’s assets are in venture capital – Their investment thesis: fintech, climate tech, and women-led startups – How Euphemia supports founders beyond the cheque – Why investing in women isn’t just ethical—it’s good business – Red flags Euphemia looks for during due diligence – Lessons learned from startup investing & syndicate building – How investors can start supporting diverse founders today – How Euphemia invests Dom Pym’s family wealth – The venture capital strategies behind backing bold founders – Why Euphemia focuses on fintech, climate tech & women-led startups – How investors can address systemic bias in venture capital If you love learning about venture capital, founder investing and impact-driven portfolios, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Show partner resources - Visit TermPlus to learn more Resources for This Episode – Triple Bubble – Fintech fund powered by Euphemia – Judy Anderson’s LinkedIn – UBS: Gender Lens Investing Report 2025 – BCG: Why women-owned startups are a better bet (2018) – First Round Capital – 10 Year Study on Startup Trends 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. 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. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

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