Australian Investors Podcast

• Seneca's ASX takeovers playbook + your companies analysed

  In this Australian Investors Podcast episode, your host Owen Rask is joined by Ben Richards and Luke Laretive (Seneca) to discuss: – RPM Global’s proposed sale and why strategic buyers like Caterpillar can pay more than private equity – How to spot real edge (analyst coverage, management alignment, index inclusion, data rooms) – Defence‑stock hype: DroneShield and Elsight vs business fundamentals – Listener Q&A on Smart Parking, Chrysos and Objective Corp If you love learning about ASX investing and takeovers, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. ~~Topics Covered~~ – RPM Global (ASX:RUL): thesis to (likely) takeover, valuation vs strategic value, and what we learned– Why low broker coverage and founder/insider alignment can be real signals– Defence thematics vs businesses: DroneShield (ASX:DRO) & Elsight (ASX: ELS)– Merger arb: when 5–10% isn’t worth it (and when it might be)– Quick takes: Smart Parking (ASX:SPZ), Chrysos (ASX:C79) and Objective Corp (ASX:OCL)– Emerging markets exposure via Seneca Global Equity SMA– Final thoughts: process over punts, portfolio construction, patience ~~Resources for This Episode~~ - Seneca Small Cap fund - Good Research (register interest for subscription) ~~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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• Owen's RPM victory lap, STRONG buy on gold & Google looks cheap

  In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Why gold is rallying and its role in portfolios – Whether Google (Alphabet) is undervalued in 2025 – If Endeavour Group (ASX:EDV) is a buy, hold or sell – The sharp ratio and building risk-adjusted portfolios If you love learning about shares, ETFs, and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Biggest winners and losers in 2025 so far – Google, gold, Endeavour Group, CSL and more – Building portfolios for retirees and risk-adjusted returns – Final thoughts on ETFs, emerging markets and tax considerations Resources for This Episode 📄 Learn more about today’s topics: – Ticker Terminal: https://ticker.com/rask- 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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• Inside the Pengana PIA LIC: blended equity & credit

  In this Australian Investors Podcast episode, your host Owen Rask speaks with Adam Myers of Pengana Capital Group and discusses: – Pengana Capital’s evolution and focus on private markets – The rise of private credit & why it matters to investors – How Pengana is transforming PIA into a hybrid equity-credit income vehicle – Listed investment trust structures, liquidity, and Pengana’s NAV redemption innovation If you love learning about private markets, income investing and listed investment strategies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Adam’s background from derivatives trader to private market advocate – What is private credit and how it differs from traditional listed debt– The PIA transformation: blending private credit with international equities – How Pengana's NAV redemption structure anchors liquidity for investors – Target yield uplift, risk management & Pengana’s unique portfolio construction ~~ Episode Resources ~~ Visit TermPlus to learn more PIA landing page & webinar ~~ 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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• RPMGlobal takeover, Woolies slumps & Owen's $10,000 bet

  In this Australian Investors Podcast episode, your hosts Owen Rask & Drew Meredith discuss: – RPMGlobal takeover talk and why the market moved – WiseTech’s growth and Owen’s $10k ASX top-10 bet – Reporting season: Woolworths vs Wesfarmers, Qantas’ profit and debt – Investor mindsets: recency bias, options, private credit and practical ETF liquidity If you love learning about long-term investing, Aussie equities 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 – RPMGlobal (ASX:RUL): trading halt, takeover rumours and what the software really does for miners – WiseTech (ASX:WTC): growth runway, valuation vs earnings power and the ASX top-10 wager – Reporting season: Woolworths’ dividend cut, Wesfarmers’ mix, healthcare laggards, Qantas’ record profit and debt path – Final thoughts & how to learn more: distributions vs dividends, options’ hidden costs, private credit risks, bullion as a hedge, ETF liquidity and market makers Chapters (approximate) (00:00) Introduction (01:48) Market Trends and High Frequency Trading Signals (03:54) Company Performance and Takeover Rumors (06:08) Investing Strategies and Market Corrections (08:25) Behavioral Finance and Investor Confidence (10:39) Long-term Market Returns and Expectations (11:46) Recent Company Earnings Reports (18:33) Sector Performance and Investment Opportunities (24:25) Qantas and Airline Industry Insights (27:42) Air Travel Anecdotes and Market Insights (29:26) Qantas Financial Performance and Debt Management (32:40) Understanding Dividend Yields vs. Distribution Yields (34:41) Nvidia's Earnings Report and Market Reactions (37:28) The Complexity of Options Trading (40:16) The Humility Curve in Investing (42:29) Private Credit: Risks and Opportunities (44:53) Rapid Fire Stock Recommendations (47:51) Audience Questions and Engagement (53:40) Drew's Dad Joke Resources for This Episode – 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 #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Why gold still shines: Roscoe Widdup on the cycle, central banks and picking miners

  In this Australian Investors Podcast episode, your host Mitchell Sneddon discusses: – Why a specialised gold fund makes sense in the passive/AI era – Gold’s demand drivers, especially central banks and ETFs – How supply responds in phases and why that can steepen the cost curve – A practical checklist for picking quality, cash-generating gold miners If you love learning about commodities, gold and resources 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 gold still plays a “store of wealth” role and why central banks matter – The three-phase supply response and what it means for price – A 5-point miner checklist: asset quality, jurisdiction, balance sheet, responsibility, edge – Final thoughts: portfolio sizing (bullion vs miners), cycles and when to walk away Chapters (approximate) (00:00) Introduction (01:55) Why Roscoe Established a Gold Fund (04:10) Why Gold? (08:21) What Would Stop Central Banks From Buying (09:44) Why Roscoe Is Bullish (11:59) Does Roscoe Specifically Invest in the Commodity Gold? (14:06) Business Life Stages (16:09) What Makes a Good and Bad Miner (22:56) Does Roscoe Visit The Places? (24:19) What Does Roscoe Ask Management? (27:05) How Many Gold Miners Are In the Investable Universe (29:17) Why Not Gold ETFs? (33:42) Where Are We In The Cycle? (40:44) What Would Make Roscoe Decide To Close It (43:30) Leigh's Favourite Investors Resources for This Episode – Ask a question – just select the Investors Podcast 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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