Australian Investors Podcast

In this 2 Sense episode of the Australian Investors Podcast, Owen Rask and Drew Meredith move from practical investing questions to the bigger forces shaping portfolios right now. They settle the active ETF vs managed fund debate, run through the latest from Intel, Netflix and JP Morgan, pick the sectors they reckon will shine over the next decade — and ask the big one: could Warren Buffett have pulled it off if he'd grown up in Australia?

Topics covered

Active ETFs vs managed funds

Intel, Netflix and JP Morgan

Budget tax chatter and policy risk

The best ASX sectors for the next 10 years

Would Buffett have succeeded in Australia?

Resources for this episode

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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
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This episode was originally featured on The Australian Finance Podcast.

In this Australian Investors Podcast episode, your host Owen Rask is joined by Brian Parker, Chief Economist of Australian Retirement Trust (ART), to discuss how ART thinks about runway, portfolio construction, private markets and when volatility becomes opportunity.

They cover:

- What a chief economist actually does and how ART turns research into portfolio action.

- How “super money” is different: time horizon, tax wrapper and the power of compounding.

- Geopolitics, inflation and how ART assesses signals in a multipolar world.

- AI — threat vs opportunity, productivity wins, and policy implications for workers.

- Why private assets and inflation-linked income matter in portfolio construction.

- What does a Chief Economist do?

- How super funds invest differently (decades, not months)

- Why market volatility = opportunity

- The impact of geopolitics (Ukraine, Middle East, trade tensions)

- Inflation vs deflation: what’s really happening

- How AI could reshape the global economy

- Why diversification is the “only free lunch”

- The role of private assets (infrastructure, property, private equity)

- Why super funds can access investments you can’t

- Real returns: why inflation matters for your future

- How to think long-term about your super

Resources for this episode

Learn more about Australian Retirement Trust ⁠here

Ask a question (select the Investors podcast)

Show partner resources

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

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
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In this episode of Australian Investors Podcast, Drew Meredith and Owen Raszkiewicz name four of the worst ASX 200 stocks from the past five years, Zip Co (ASX: ZIP), Nuix (ASX: NXL), Dubber (ASX: DUB) and EML Payments (ASX: EML), and explain the warning signs investors should have spotted earlier.

They also unpack the Nasdaq's 11-session winning streak, Betashares ATEC inflows, the Magellan and Barrenjoey merger, and listener questions on David Gardner, flop stocks and the long-term impact of Australia's ageing population on super.

Watch on YouTube

AFR: Magellan’s merger with Barrenjoey

Australian Investors Podcast on Rask Media

Ask a question (select the Investors podcast)

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

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DISCLAIMERThis 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 Pty Ltd 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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2025 was a record-breaking year for Emerging Markets, seeing the largest capital inflows in over a decade. But is this a short-term flight from the US dollar, or the beginning of a structural "EM Supercycle"?

In this episode, we sit down with Malcolm Dorson (Senior PM & Head of EM Strategy) and Billy Leung (Equity Research Analyst) from Global X to dissect the two engines of global growth: India and China. We explore why the "uninvestable" tag is fading from China, how India is carving a unique path through its landmark 2026 Free Trade Agreement with Europe, and why a 1% drop in the US dollar could be the most important signal for your portfolio.

In this episode we cover:

The Great EM Rotation

The "February Surge": Breaking down why we just saw the largest inflows into EM in 11 years. Is it "choice" or a "flight from the US"?

Early Innings: Exploring Global X’s thesis on whether we are at the start of a multi-year Emerging Market cycle.

The 3.1% Rule: The Dollar & EM

The Inverse Relationship: Understanding the mechanics of why EM equities historically rise 3.1% for every 1% drop in the US dollar.

Currency Risk: How to manage FX volatility when investing in volatile regions.

China: From "Uninvestable" to Rebirth

The Sentiment Shift: Looking back at the regulatory hurdles of previous years and what has changed to bring institutional capital back to Beijing.

AI & Tech: How China’s push for "tech self-reliance" and the rise of local LLMs (like the DeepSeek breakthrough in early 2026) are changing the narrative.

India: The World’s New Growth Engine

The India-EU FTA: The implications of the "Mother of All Deals" signed in January 2026 and how it positions India as the premier "China Plus One" beneficiary.

Demographics vs. Policy: Is India simply where China was 20 years ago, or is the "market-friendly" democratic framework a fundamentally different catalyst?

The AI Arms Race

- Tailwinds vs. Headwinds: Does India’s services-heavy economy have a natural advantage in AI implementation, or does China’s manufacturing scale give it the edge in hardware?

Portfolio Construction & Strategy

- Active vs. Passive: Why broad index tracking might be dangerous in EMs and where to apply "quality" filters.

- The $100k Challenge: A hypothetical breakdown of how to allocate $100,000 across the EM landscape today.

Resources for this episode

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
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In this Australian Investors Podcast episode, your hosts Owen Raszkiewicz and Drew Meredith discuss why Owen's most overrated ASX share is CSL Limited (ASX: CSL) and reveal the names of the 1 stock they would own for 20 years.

- Owen's most overrated stock: why CSL no longer deserves a super rich valuation on the ASX.-NextDC's $1b hybrid deal: The massive capital raise with Canada's La Caisse and what it means for the data centre giant (ASX: NXT).

- Guzman y Gomez (ASX: GYG) rockets: Breaking down the fast food chain's 18.6% surge following a strong Q3 update.

- Private credit risks: Lessons from the failure of Infinity Pharmacy and what it means for Wesfarmers and Priceline.

- Macro updates: The Iran situation, Strait of Hormuz, and NASA heading back to the moon.

Listener Q&A:

- Investing without researching (the PDS trap).

- A beginner's crash course on 'points' and 'bips' (basis points). -The crazy uncle hypothetical: Where to invest a $250k inheritance in a single ASX stock. -Addressing the Magellan Financial Group Ltd (ASX: MFG) and Barrenjoey deal concerns.

Resources: - Rask Financial Planning

- Get Owen to invest for you

- 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