PodcastsBusinessAustralian Investors Podcast

Australian Investors Podcast

Rask
Australian Investors Podcast
Latest episode

705 episodes

  • Australian Investors Podcast

    Rewind: David Gardner, 6 traits to beat the market, rule breakers & legacy

    05/06/2026 | 1h 21 mins.
    We're revisiting one of our favourite conversations this week — with the Motley Fool's own David Gardner.

    In this Australian Investors Podcast episode, your host Owen Rask sits down with David Gardner (co-founder of The Motley Fool and author of Rule Breaker Investing) to discuss:

    – Beating the market vs indexing

    – The “lose to win” philosophy and position sizing

    – The six traits of rule-breaker companies

    – Conscious capitalism, purpose and culture

    If you love learning about growth investing and finding outliers, subscribe to the Australian Investors Podcast on ⁠Apple⁠, ⁠Spotify⁠, or ⁠YouTube⁠!

    Follow us on ⁠Instagram⁠ and ⁠TikTok⁠ for more investing insights.

    Topics Covered

    – Beating the market: why David still believes individuals can outperform and why most don’t try

    – Lose to win: accepting frequent small losses to capture rare, massive winners (Babe Ruth analogy)

    – Six rule-breaker traits: top dog & first mover, sustainable edge, strong price action, leadership/backers, brand love, and “overvalued” narratives

    – Final thoughts & how to learn more: AI’s role in research (not a reason to quit stock picking) and making portfolios reflect our best vision for our future

    Chapters (approximate)

    (00:00) Introduction

    (03:55) The Optimistic Investor: David Gardner's Journey

    (07:42) The Power of Stock Picking: A Historical Perspective

    (11:41) The Art of Writing: Crafting a Book on Investing

    (27:06) Embracing Loss: Lessons from Babe Ruth and Investing

    (37:00) The Six Traits of Rule Breaker Stocks

    (42:27) Traits of Rule Breaker Companies: A Deep Dive

    (46:40) The Importance of Overvaluation in Stock Selection

    (47:51) Learning from Past Mistakes: The Yahoo Experience

    (49:46) Identifying Top Dogs: The Case of Tesla

    (58:46) The Role of Consumer Experience in Investing

    (1:03:58) Conscious Capitalism: Merging Profit with Purpose

    (1:09:38) The Future of AI in Investing

    (1:17:59) Long-Term Thinking in Investing

    Episode resources

    – Speak with the Rask Advice team

    – Ask a question (select the Investors podcast)

    Show partner resources

    – ETF investor? Go beyond ordinary with Global X: View all funds

    – Visit TermPlus to learn more

    – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit

    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
  • Australian Investors Podcast

    5 ETFs for passive income and the 3 mistakes investors make

    02/06/2026 | 52 mins.
    Passive income sounds easy in theory: buy a few ETFs, collect the distributions, and let the portfolio do the heavy lifting. In practice, the details matter. In this Australian Investors Podcast episode, Owen Rask sits down with Global X's Marc Jocum to explain how ETF income is actually generated, what investors should look for, and where people can go wrong when they chase yield without understanding the trade-offs.

    Marc walks through five ETFs worth researching for income-focused investors, including Australian dividend exposure, bank credit, covered calls, and US fixed income. Along the way, he explains why franking credits still matter, why a total-return mindset can be more useful than staring at the biggest yield on the screen, and why diversification across income sources matters more in a higher-rate environment.

    The conversation also zeroes in on three common mistakes: chasing headline yield, concentrating too heavily in one part of the market, and forgetting that so-called passive income still needs an active portfolio decision upfront. If you want a better framework for building passive income with ETFs in 2026, this episode is a strong place to start.

    Episode resources

    – Speak with the Rask Advice team

    – Ask a question (select the Investors podcast)

    Show partner resources

    – ETF investor? Go beyond ordinary with Global X: View all funds

    – Visit TermPlus to learn more

    – Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May)

    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
  • Australian Investors Podcast

    ASX small caps: Seneca’s playbook for finding alpha

    31/05/2026 | 51 mins.
    In this first Small Cap Playbook episode, Owen Rask sits down with Luke Laretive and Ben Richards from Seneca Financial Solutions to unpack how professional investors think about ASX small caps when the market is noisy, ETF flows dominate and AI tools promise easy answers. The pair argue that volatility is not the same as business risk, that so-called blue chips are not automatically safer, and that smaller companies can offer genuine opportunities when pricing is inefficient and research is thin.

    The bigger lesson is process. Luke and Ben explain why there is no money in consensus, why AI can help with synthesis but not conviction, and why a repeatable edge still comes from hard work: reading announcements, tracking management behaviour, weighing probabilities and building a portfolio one decision at a time. They also unpack why good small-cap managers can persistently outperform, how they separate speculation from real business quality, and what listeners should watch for when a stock looks cheap for the wrong reasons.

    If you want a grounded framework for researching ASX small caps without falling for hype, false precision or shortcut thinking, this episode is a sharp place to start. It is the first of a four-part series with Seneca and Good Research, and it also offers a rare look at what professional investors actually do each day, from scanning overnight moves and broker notes to reading ASX announcements line by line before a capital raise ever lands in the inbox.

    Episode resources

    – Speak with the Rask Advice team

    – Ask a question (select the Investors podcast)

    Show partner resources

    – ETF investor? Go beyond ordinary with Global X: View all funds

    – 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
  • Australian Investors Podcast

    Senator Andrew Bragg on housing, tax and Australia’s productivity problem

    28/05/2026 | 1h 1 mins.
    In this Australian Investors Podcast episode, Owen Rask sits down with Senator Andrew Bragg for a wide-ranging conversation about the Federal Budget, housing supply, tax, productivity and why so many Australians feel the country has become harder to get ahead in. Rather than getting stuck in party talking points, they focus on the practical questions investors, business owners and workers are asking right now: what happens when policy makes it harder to build homes, why does productivity matter so much for living standards, and how do taxes, regulation and incentives shape whether Australia creates more wealth or simply fights over what already exists?

    Andrew explains why he believes cutting housing supply is one of the worst policy choices Australia can make, how rising rents, higher rates and broader cost-of-living pressure are changing the national mood, and why small business, private investment and simpler rules still matter if Australia wants to stay competitive. The conversation also touches on super, the role of large institutions, and why clearer economic thinking matters more when confidence is low.

    Owen pushes on the bigger picture too: whether Australia has lost ambition, why the policy debate feels less honest than it should, and what needs to change if Australians want better opportunities over the next decade. If you want a plain-English discussion about housing, tax, productivity, competitiveness and the long-run direction of Australia, this is a timely episode to queue next.

    Episode resources

    – Speak with the Rask Advice team

    – Ask a question (select the Investors podcast)

    Show partner resources

    – ETF investor? Go beyond ordinary with Global X: View all funds

    – Visit TermPlus to learn more

    – Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May)

    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
  • Australian Investors Podcast

    Mark Ambrose on deep value investing, airplane leases and asymmetric returns

    26/05/2026 | 38 mins.
    In this Australian Investors Podcast episode, Mitchell Sneddon sits down with Mark Ambrose from Global Value Fund to unpack one of the more unusual deep value trades of the COVID era: buying into airplane leases when the aviation market looked uninvestable.

    Mark explains why GVF was drawn to the setup. The fund was not trying to make a heroic prediction about airlines bouncing back overnight. Instead, the team focused on asymmetry, cash on the balance sheet, the behaviour of forced sellers and the gap between a panic price and a conservative base case. It is a practical look at how deep value investing works when uncertainty is extreme.

    Mitch and Mark walk through Amadeo Air 4 Plus, how listed aircraft leasing funds were structured, why certain A380 sales mattered so much, and how bespoke valuation work helped frame the risk. They also discuss downside protection, why edge matters more than simply sounding smart, and how shareholder engagement and later takeover interest helped unlock value over time.

    If you like contrarian investing, fund-manager process and real examples of asymmetric opportunities, this conversation is well worth your time.

    Episode resources

    – Speak with the Rask Advice team

    – Ask a question (select the Investors podcast)

    Show partner resources

    – ETF investor? Go beyond ordinary with Global X: View all funds

    – Visit TermPlus to learn more

    – Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May)

    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
More Business podcasts
About Australian Investors Podcast
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
Podcast website

Listen to Australian Investors Podcast, Straight Talk with Mark Bouris and many other podcasts from around the world with the radio.net app

Get the free radio.net app

  • Stations and podcasts to bookmark
  • Stream via Wi-Fi or Bluetooth
  • Supports Carplay & Android Auto
  • Many other app features
Australian Investors Podcast: Podcasts in Family