Owen's $100k investment (and how it's gone), plus Drew's Prado flex | 2 Sense
In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:
Trump’s tariff bombshell and its global market impact
Owen’s $100K investment using equity release
How Owen's timing the market went surprisingly well
Owen is buying Costco (NASDAQ: COST) + WiseTech Global Ltd (WTC)
Why diversification and long-term thinking still win
Weekly investor mailbag
How to build a core plus satellite with shares
An Elon conspiracy theory
If you love learning about global markets, investing strategies, and macroeconomic trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
Welcome & catching up during school holidays
Markets in meltdown: ASX, S&P 500 & Nasdaq fall hard
Owen’s $100K investment: humblebrag or genius move?
Equity release strategy explained
Baby Munger arrives: Charlie Derrimuth Rask is born
Trump's tariff reversal: what it really means
China’s response & global economic risks
Drew’s view: trade wars, inflation & the American manufacturing revival
Will tariffs help young Americans get jobs?
The US vs China economic policy approach
Backing American tech giants over government defence
Apple, Google, Microsoft & the future of global dominance
Bonus: Drew’s new mystery vehicle and Owen’s studio upgrade plan
Resources for This Episode
📄 Learn More About US Tariffs & Trade Wars:
Why Trump is using Tariffs – Owen’s article
Owen’s $100,000 investment – what he bought
25 things Owen would teach his child
Debt recycling and equity release explained
~~ 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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1:02:42
Global Investing, AI, and the Russell 2000 (RSSL) – A Deep Dive with Billy Zeng
In this Australian Investors Podcast episode, host Owen Rask sits down with Billy Zeng from Global X ETFs to discuss:
Why global investing is more important than ever
How AI is reshaping markets & investment strategies
The role of the Russell 2000 (RSSL) Index in a diversified portfolio
How investors can think about currency hedging for international exposure
If you love learning about global markets & ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
Welcome & Introduction
The Rise of AI & Its Impact on Investing
Why Investors Should Think Globally
Home Country Bias & How to Overcome It
What Is the Russell 2000 (RSSL) & Why It Matters?
How AI Could Unlock Mid-Cap Growth
Currency Hedging Strategies for Global Investors
Final Thoughts & Takeaways for Investors
Resources for This Episode
📄 Learn More About These ETFs:
Global X Russell 2000 ETF (RSSL): https://www.globalxetfs.com/funds/rssl/
Global X FANG+ ETF (FANG): https://www.globalxetfs.com.au/funds/fang/
~~ 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.
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35:17
🚨 ASX meltdown? How to protect yourself and your portfolio [SPECIAL]
The ASX 200 (ASX: XJO) price is crashing down 6.5%. Commonwealth Bank of Australia (ASX:CBA) share price is down 7.7%. BHP Group Ltd (ASX: BHP) share price is down 8%.
VIDEO VERSION: https://youtube.com/live/SBxxCavI2Lo
ASX 200 investors, what should you do in a market crash?!
If you're watching the ASX 200 sell-off in fear, rest assured - at 12 noon today (MEL/SYD time), Chief Investment Officer Owen Rask will break down his 5-part market crash investing checklist.
✨ Resources ✨
Rask Invest portfolio: https://www.rask.com.au/rask-invest
Join our community: https://community.rask.com.au
Get financial advice: https://www.rask.com.au/advice
Special guest Claude Walker:
https://arichlife.com.au/
All information in this podcast is strictly general in nature. It is not personal financial advice as it does not take into account your needs, goals or objectives. So don’t act on it before speaking with your financial planner. Owen Raszkiewicz can be verified on asic.gov.au. He is the ultimate holder of AFSL 563907 and you can read Rask's Financial Services Guide at www.rask.com.au/fsg Investing can be risky and result in permanent capital loss.
#investing #asx200
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1:41:43
Best Business Models & ASX + US Companies We'd Buy | 2-Sense with Owen & Drew
On this week's Australian Investors Podcast 2 Sense episode, your hosts Owen Rask and Drew Meredith discuss:
The best business models in the world and why they work
Why Pinnacle (ASX:PNI) stands out in Aussie funds management
Apple & Microsoft: the power of platforms and ecosystems
Which ASX and US companies Owen and Drew would buy and hold forever
If you love learning about business quality, competitive advantages, and building high-performing portfolios, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
– What makes a great business model: scalability, margins, customer stickiness
– Why funds management used to be unbeatable (and what’s changed)
– Pinnacle Investment Management (ASX:PNI) and the affiliate model explained
– Apple’s ecosystem and Microsoft’s B2B dominance
– The most profitable sectors by net margins
– Which one ASX and one US company Owen & Drew would buy
~~ 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.
#Investing #Finance #AustralianInvestorsPodcast #2Sense
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34:45
PIMCO’s Mark Kiesel: Why This Is a Rare Moment for Bond Investors
In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Mark Kiesel, PIMCO’s Chief Investment Officer of Global Credit. Together, they discuss:
Why now could be a generational opportunity for bond investors
Mark’s outlook on inflation, interest rates and the global economy
PIMCO’s $2 trillion advantage and how it creates alpha in credit markets
What airlines and housing trends are saying about the next economic slowdown
If you love learning about bond investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
Mark’s visit to Australia and on-the-ground insights
How PIMCO’s massive scale drives bond market advantage
His famous 2006 call to sell his home pre-GFC
Why inflation is likely to fall and bond markets may rally
The “slimming down” theory and macroeconomic signals
What airlines, autos and housing are telling us about sentiment
Mark’s contrarian outlook and long-term investing mindset
Resources for This Episode
📄 Learn More About Bond Investing & PIMCO’s Views:
Opportunity Amid the Noise - Interview with Dan Ivascyn
The “Magnificent 7” Reasons Why Now is a Good Time to Invest in Core Bonds
~~ 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.
#Investing #Finance #AustralianInvestorsPodcast #Bonds #PIMCO #MarkKiesel
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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