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Australian Investors Podcast

Rask
Australian Investors Podcast
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  • Why active fixed income may beat passive: Kanish Chugh (PIMCO) [Part 1/2]
    In this Australian Investors Podcast episode, your hosts Owen Rask and Kanish Chugh from PIMCO discuss part 1/2 on active income vs passive income: – Why passive bond ETFs may underperform in volatile markets – What active fixed income managers do differently – How PIMCO builds its bond portfolios and manages risk – Why Aussie investors are shifting towards active fixed income strategies If you love learning about fixed income, bonds and investing strategies, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!** Follow us on Instagram and TikTok for more investing insights. – The flaws in fixed income indices and why passive may be suboptimal – PIMCO’s approach to security selection and credit analysis – SPIVA data showing active outperformance in fixed income – How active bond funds manage risk, duration and credit exposure – Why Aussie investors should look beyond passive bond ETFs – How to evaluate a fixed income fund manager 📄 Learn more about fixed income strategies: – Check out PIMCO's bond ETF PAUS: https://www.pimco.com/au/en/investments/etf/pimco-australian-bond-fund/ausetf-aud – See PIMCO's Global Bond Fund: https://www.pimco.com/au/en/investments/managed-fund/pimco-global-bond-fund/wholesale-aud – Find PIMCO's Income Fund: https://www.pimco.com/au/en/investments/managed-fund/pimco-income-fund/wholesale-aud – Learn with our FREE Value Investor Program: https://education.rask.com.au/cart/?add-to-cart=44163 ~~ 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 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. Topics CoveredResources for This EpisodeDISCLAIMER Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • 3 'Foolish' stocks I own, valuation insights & investing lessons - Ryan Newman
    In this Australian Investors Podcast episode, your hosts Owen Rask and Ryan Newman (The Motley Fool Australia) discuss: – Three ASX & US stocks Ryan owns – The importance of narrative in valuation models – Key lessons from the COVID crash and recent volatility – Can AI replace human analysts and valuation work? If you love learning about stock picking and valuation, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Do optimists or pessimists make more money in markets? – What Ryan learned during the COVID crash – Can AI do better valuations than humans? – Ryan's 2-day process for researching a stock like ARB – 3 stocks Ryan owns: WiseTech (WTC), Chrysos (C79), Axon Enterprise (AXON) – Final thoughts & how to approach long-term investing ~~ 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Should you buy property with your super? [triple treat]
    In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith are joined by none other than James O’Reilly discuss: – Buying property inside your super using an SMSF – Why the numbers often don't stack up – Alternative strategies that outperform – The appeal (and reality) of property in retirement portfolios If you love learning about super, retirement strategies & property investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Ask a question – just select the Investors (or Finance) Podcast – https://bit.ly/R-quest Northeast Wealth: https://www.northeastwealth.com.au/ Wattle Partners: https://www.wattlepartners.com.au/ Australian Retirement Podcast: https://www.raskmedia.com.au/podcasts/australian-retirement-podcast/ Follow us on Instagram and TikTok for more investing insights. Topics Covered – How SMSFs really work when you want to buy property – The actual numbers vs the spruiker pitch – Why most investors are better off in high-growth or geared super – How advisers think about control, flexibility & property myths Chapters – Introduction – James' EOFY Experience – Drew's EOFY Experience – Investments Over or Under? – GOLD Stock – Percentage Change in Median Property Values – Meta Superintelligence Lab – Hamish Douglas on Index Funds Collapsing – Apple Researchers on Reasoning Models – Using Super to Invest in Residential Property – Will the Government Change Negative Gearing? – How Money Deposited in Super is Taxed – Well-Rounded Financial Advisers – Our Thoughts on BYD – Drew's Dad Joke Resources for This Episode – Ask a question – just select the Investor 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 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 #SMSF #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Scott Helfstein on the automation age, US exceptionalism & the future of AI investing
    In this Australian Investors Podcast episode, your hosts Owen Rask and Scott Helfstein (Global X ETFs) discuss: – Why US exceptionalism still holds in 2025 – How automation is replacing the information age – AI, robotics & innovation trends shaping markets – Opportunities for investors in infrastructure, power, & AI ecosystems If you love learning about global innovation and AI-driven investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Scott’s journey from West Point to Wall Street – What drives US economic resilience – The rise of automation: replacing the information age – Where AI investing is heading – and who wins – Robotics, power, nuclear & the infrastructure of automation – Why the world’s economic focus is shifting – and what to do about it – Final thoughts on staying invested and thinking long term Resources for This Episode – Ask a question – just select the Investor 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 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 #AI #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Is it time to buy property or shares?
    In this Australian Investors Podcast episode, your hosts Pete Wargent from Allen Wargent Property Buyers and Owen Rask from Rask Media discuss their respective journeys and whether it’s a good time to buy property or shares. They also look through a few case studies and how each cohort might like to invest in the current environment, be it in property, or shares, or both. This episode was originally featured on the Australian Finance Podcast. Here’s a summary of everything they discuss: Latest podcast news – nearly 457k monthly downloads Latest business and markets news from Owen & Pete --- Pros and cons of property and shares Super is massive in Australia too Buy a home and then what? Maybe best to have a balance of all of the above? --- Let’s look at a few case studies 1 Accountant – maybe risk averse, sensitive to cashflow, often owns a home and would like to add one rental, and contribute to super, $1m budget typical for a professional buying a house as an investment Different personality types Analytical/thinker – good saver – risk averse - suited to shares   2 Doctor – often earn higher incomes, tolerance for some risk, they want high growth assets. Some healthcare professionals need trusts for asset protection e.g. surgeon, anaesthetist. Can scale a portfolio quickly, and can tolerate some negative cashflow High income earner – achiever, goals focussed - tolerance for risk – may want to use leverage to build a property portfolio   3 Tradie – often have good skills and are decisive. Have skills to add value to properties and have a good eye for a deal. Some of the best investors are tradies. Good incomes very often and an entrepreneurial spirit   4 Entrepreneurs – difficulties with borrowing capacity, feast and famine. Hard to know whether to invest in self, business, or property and shares. Property is good for people who find it hard to save and invest regularly, after the initial up-front costs. Shares require some savings discipline. Borrowing capacity tends to come and go so need to be strategic and invest when you can Entrepreneur – freedom focussed - with lumpy income? It depends. Property debt can be a noose, but can also be forced discipline. Shares are more liquid and could be sold quickly in a crisis. Prof Scott Galloway. Credentialled – degree - stock options. Equity. Bonuses. “Build business and buy real estate” – Kiyosaki Our kids – University or not? Some thoughts on our respective journeys Listener questions – send them in  If you like this Australian Property Podcast episode don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Rask Resources Pete's Buyers Agency: ⁠https://www.allenwargent.com.au⁠ Alcove mortgage broking: ⁠https://www.raskmedia.com.au/services/mortgage-broking⁠  Amy Lunardi Buyers Agency (Melbourne) ⁠www.amylunardi.com.au⁠  All services: ⁠https://bit.ly/R-services⁠ Financial Planning: ⁠https://bit.ly/R-plan ⁠ Invest with us: ⁠https://bit.ly/R-invest⁠  Access Show Notes: ⁠https://bit.ly/R-notes⁠  Ask a question: ⁠https://bit.ly/R-quest⁠  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 #property #australia Learn more about your ad choices. Visit megaphone.fm/adchoices
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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
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