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

Australian Investors Podcast is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80.

Unknown Host hosts Australian Investors Podcast, a business show with 0 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Australian Investors Podcast

  Portfolio construction made simple: five rules for better investing

  Sep 29, 20261h 2m

  Building wealth is not just about finding the next winning share or ETF. The bigger driver of long-term returns is how your entire portfolio is constructed—and whether every holding has a clear job. In this episode of the Australian Investors Podcast, Owen Rask and James Phelan explain how strategic asset allocation connects your goals, time horizon and appetite for risk with a practical mix of shares, bonds, cash, property and alternatives. They unpack why smart investors still end up with overlapping ETFs, concentrated positions and “collector’s portfolios” filled with investments they no longer understand. You’ll learn the difference between risk tolerance and risk capacity, why more holdings do not automatically mean better diversification, and how tax consequences should influence—but not control—your decisions. Owen and James also discuss how to clean up an existing portfolio without creating unnecessary capital gains, when an unleveraged investment property may become inefficient, and what everyday investors can borrow from super funds and institutional portfolios. The episode finishes with five practical rules: define the purpose first, set your strategic asset allocation, keep the structure simple, do not let tax trap you in excessive concentration, and create guardrails before volatility arrives. If your investments have grown into a patchwork of ETFs, shares, property and private assets, this conversation will help you step back, simplify and build a portfolio designed around the life you actually want. 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 – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit – Whatever comes next for your business, power it with Stripe 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 The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs. Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision. Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk. The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907. Learn more about your ad choices. Visit megaphone.fm/adchoices

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  Australian Investors Podcast

  6 ETFs for the ultra-long-term

  Sep 25, 20261h 9m

  Vanguard, iShares, Betashares, SPDR, Global X, VanEck... Speak with the Rask Advice team. This Australian Investors Podcast episode with Owen Rask and James Phelan tackles a simple problem: You must buy 1 ASX ETF for: – 2026 – 2036 – 2046 And the catch? Your ASX ETFs must not be a boring index ETF. Sectors, themes, active and rules-based ETFs only! In addition to picking 6 ASX ETFs and detailing their bull case, Owen and James answer questions like: 1. When did Tony Hawk first complete a 900? 2. Does the Treasury Intergenerational Report mean we're all stuffed? 3. Is a company or trust structure better for investing in shares and ETFs? 4. Why do financial advisers want to use investment platforms? Can't I just use Commsec? 5. Who cares about the Super limits! Am I drunk for going over the limit? 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 – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit – Whatever comes next for your business, power it with Stripe 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 The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs. Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision. Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk. The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907. Learn more about your ad choices. Visit megaphone.fm/adchoices

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  Australian Investors Podcast

  Beyond big tech: Arelis Agosto on AI, data centres and robotics

  Sep 22, 202654 min

  What if some of the biggest opportunities in artificial intelligence sit beyond the obvious mega-cap technology names? In this episode of the Australian Investors Podcast, Owen Rask speaks with Arelis Agosto, Director of Research & Strategy at Global X, about thematic investing and the structural megatrends reshaping markets over the next 10 to 15 years. Arelis explains why the AI boom differs from the dot-com bubble, including the revenue growth already emerging across the ecosystem. They trace the expected $6.7 trillion AI infrastructure buildout through data centres, semiconductors, networking, cooling and energy, before exploring the supply constraints that could make copper, uranium and rare earths increasingly important. The conversation then moves to the application layer. Arelis outlines how AI could transform drug discovery, healthcare, cybersecurity, cloud computing, robotics, humanoids and autonomous vehicles. She also explains why rising electricity demand and grid investment may prove essential: without the power and infrastructure, the most exciting AI applications cannot become reality. Finally, Owen and Arelis discuss what thematic investing means for portfolio construction. With the top 10 companies representing about 40% of the S&P 500, many investors already have substantial exposure to dominant themes through broad-market funds. The challenge is identifying which complementary opportunities are underrepresented, while avoiding unnecessary concentration. This episode offers a practical framework for looking past the headlines, understanding where AI spending flows and investing through long-term change while staying comfortable with uncertainty. 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 – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit – Whatever comes next for your business, power it with Stripe 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 The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs. Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision. Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk. The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907. Learn more about your ad choices. Visit megaphone.fm/adchoices

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  Australian Investors Podcast

  Gold, Bitcoin and alternatives: Justin Lin on the portfolio sleeve investors misunderstand most - Ep 6: Portfolio Construction Series

  Sep 20, 202635 min

  In this Australian Investors Podcast episode, Owen Rask sits down with Justin Lin from Global X for the final instalment of the portfolio construction series, this time focusing on the most misunderstood sleeve in many portfolios: alternatives. Justin explains what actually makes an asset \"alternative\", why correlation alone is not enough, and why the best alternative assets have genuinely different performance drivers to shares and bonds. They explore the role of gold, broad commodities and cryptocurrencies, and how these assets can either diversify a portfolio, provide liquidity during market stress, or act more like higher-risk force multipliers depending on what they are and how they are used. The conversation also unpacks an important distinction many investors miss: not every uncorrelated asset is automatically useful, and not every alternative asset deserves the same job inside a portfolio. Justin explains why gold stands out as a rare all-weather diversifier, why broad commodities can act as an inflation hedge, and why Bitcoin and Ethereum still sit in the more aggressive part of the alternatives bucket even if their long-term roles continue to evolve. They finish with practical ETF ideas across gold, broad commodities, Bitcoin, Ethereum and tactical leveraged Nasdaq exposure, while also sounding a clear warning about structure, private-market opacity and the need to understand exactly what is driving performance before you allocate capital. If you want a sharper framework for thinking about alternatives, this episode is the right place to end the series. 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 – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit – Whatever comes next for your business, power it with Stripe 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 The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs. Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision. Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk. The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907. Learn more about your ad choices. Visit megaphone.fm/adchoices

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  Australian Investors Podcast

  I write to know what I'm thinking | Life, mistakes, health & big picture investing | ft. John Addis, founder of Intelligent Investor

  Sep 18, 20261h 44m

  John Addis is the Founder of IntelligentInvestor, a brilliant writer, thinker and entrepreneur. John Addis's lessons are deep and vast, making this Australian Investors Podcast episode with Owen Rask oh-so special. You'll L-O-V-E this episode if you love value investing, how to live an alternative life with meaning and purpose, the pitfalls of founding a company, Warren Buffett, what makes most great investors great writers, daily rituals to live by, and more. John Addis podcast talking points Aside from enjoying a G&T, what daily, weekly or yearly rituals do you practice and why? If any.   What’s something you believe about investing or business, that few people would agree with you on?  If you could grab a new investor by the shoulders and shake some sense into them, what would you say?  Related: what were the key learnings, failures or successes you experienced and can now reflect on?  Do you think Buffett is as good as everyone thinks? Why, why not?  Why is the learning curve for investing so steep? Behind the scenes at II, do you now spend more of your time teaching people to invest or to rite gud?  Why is it important to be able to write well? Which writers do you look to for their quality? What do they do well that others could leverage?  With the rise of AI, is writing a dying form of communication?  Is AI in a bubble? How would we even know? Isn't this just a simulation?! Will AI make stock pickers redundant? What have been the most surprising trends, one to the upside and one to the downside, over your investing career?  Which Australian company brings you the most frustration?  What’s been the biggest mistake of your investing career?  What's been the best? How do you think about the consumption of news and information? How do you curate your home screen or online habits?  What specific strategies or methods have you learned from the II team? Past or present?  The role that optimism plays in human affairs. Have you read Hans Rosling's Factfulness? If yes, what did you make of it?  What’s the most overrated investing book? Conversely, which one changed your life and why? How do you think about the passive versus active debate? Who should be stock pickers? Who shouldn't bother?  How do you think about teaching kids about money and investing? Do you do anything that others might not?  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 – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit – Whatever comes next for your business, power it with Stripe 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 The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs. Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision. Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk. The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907. Learn more about your ad choices. Visit megaphone.fm/adchoices

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