This year. We're going Beyond.

Owning GOLD, TECH vs. FANG – ft. Kanish Chugh from ETF Securities

iTunes – Spotify – Castbox – YouTube  *This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality. On this episode: Kanish Chugh, head of distribution at ETF Securities sat down with Owen Raszkiewicz on The Australian Investors Podcast to talk about owning gold, and using ETFs like GOLD, TECH & FANG. Timestamps: @3:15: The FANG+ ETF – an innovation-focused ETF that launched with almost perfect timing in 2020. Kanish explains why it’s so concentrated (10 stocks) and the types of expression or thematic FANG is trying to capture. @13:30: The case for gold & ETF Securities’ GOLD ETF – Australia’s largest gold ETF. Owen is a gold skeptic, so he plays the devil’s advocate. Kanish takes a few moments to try and debunk some of the common concerns which investors and traders have with owning gold in a portfolio. Kanish makes a good case, in particular explaining why GOLD … Read more

Interview: How much is a life worth, with Peter Singer

About this episode: This episode of The Australian Investors Podcast is a little different but features a very special guest in Professor Peter Singer. This recording comes from our popular Australian Finance Podcast series, a series aimed at educating people to make the most of their finances and start investing. Kate Campbell, my co-host on the series, and I sat down to talk to Peter about what it costs to save a life. Specifically, we wanted to ask him how much it costs to save a life, how to identify the best charities to donate to do that and the simple ways we can determine an appropriate level of giving. The first half of the discussion is a little slower but I think you’ll thoroughly enjoy the entire conversation. Finally, if you’re on Facebook we recently launched a growing Australian community which talks about money, finance, investing and philosophy. You can … Read more

Interview: How Al Bentley built Simply Wall St

iTunes – Spotify – Castbox – YouTube  *This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality. On this episode: This episode of The Australian Investors Podcast features Al Bentley, founder of Simply Wall St. Simply Wall St is one of Australia’s outstanding financial technology businesses. No doubt you would have seen their investment articles or experienced the platform. Al and I recorded this conversation with the intention of airing the episode as part of a new business course and accompanying podcast series we’re launching on our Rask Education website, helping people to start successful businesses. Basically, Al shares his journey and what led him to create an investing platform with over 2.5 million users. Having played along, I’m often taken back by how quick his company has grown its user base. While the lessons from this discussion were primarily aimed at business owners and founders, it’s a fascinating … Read more

Interview: Dr Sam Hupert, the future of medical imaging

iTunes – Spotify – Castbox – YouTube  *This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality. On this episode: Dr Sam Hupert joins Owen Raszkiewicz on The Australian Investors Podcast to talk about the business he started with Anthony Hall, Pro Medicus Ltd (ASX: PME), back in 1984. Owen and Sam talk about starting a technology business before personal computers, the groundswell in medical imaging, the future of medical imaging, capital allocation, incentives, culture and more. Sam is a doctor, a long-serving public company executive, one of the wealthiest people in the country, and so much more. Resources: Join Rask Invest Pro Medicus website Please leave us a review Don’t forget to leave us an iTunes review if you enjoy our interview. It helps me attract more great guests.

Analysing fund managers & building portfolios with Drew Meredith, CFP

iTunes – Spotify – Castbox – YouTube  *This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality. On this Australian Investors Podcast episode, financial adviser Drew Meredith, CFP and investment analyst Owen Raszkiewicz, from Rask Australia, walk through how to build investment portfolios, ways to analyse fund managers and the Australian financial advice industry. Topics discussed include: Drew’s story with Wattle Partners Strategic advice, financial advice and investment advice Risk profile, time horizon & Investment Policy Statement (IPS) Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA) Financial planners versus fund managers How Drew analyses fund managers (qualitatively and quantitatively) – including a checklist When to add a fund manager When to trim or remove exposure to a manager Fundamental analysis of funds, including how to do attribution analysis Understanding the risk management principles of a fund Resources: Drew’s podcast – iTunes link Wattle Partners website Don’t forget to leave us an iTunes review … Read more

Catapult International Group Ltd (ASX: CAT), Australian Investors Podcast with Strawman’s Andrew Page

iTunes – Spotify – Castbox – YouTube  *This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality. On this episode: In this week’s Australian Investors Podcast, we’re talking Catapult Group International Ltd (ASX: CAT).  Andrew Page is a private investor and the founder of Strawman.com, Australia’s premier investment platform for private investors to share their ASX share research and insights on companies.   Andrew joins Owen Raszkiewicz on this week’s episode of The Australian Investors Podcast to talk about Strawman and sporting software technology company Catapult Group International Ltd.  Please enjoy this episode of The Australian Investors Podcast with Andrew Page, private investor. Show notes Andrew Page on Twitter Strawman website – join now Don’t forget to leave us an iTunes review if you enjoy our interview. It helps me attract more great guests.

Chris Judd, Private Investor

iTunes – Spotify – Castbox – YouTube  On this episode: Chris Judd is a former professional AFL football player turned private investor and podcast host.  In this episode of The Australian Investors Podcast, Owen Raszkiewicz talks to Chris about: His early days, lessons learned and buying his first stock at age 16 How and why he continued to invest while competing in the AFL at the highest level The transition to becoming a full-time private investor post his sporting career Risk versus volatility, why volatility shouldn’t matter to a private investor How Chris constructs his all weather portfolio using the simple principles and the ideas of a soccer team (high growth companies as strikers/forwards, defenders include gold mining companies and currency trades) Modern Monetary Theory (MMT) and the case for inflation, deflation and everything in between Please enjoy this episode of The Australian Investors Podcast with Chris Judd, private investor.  Show notes Chris’ podcast & website … Read more

Stock Pitch: Jack Henry & Associates (NASDAQ:JKHY), with Aoris’ Stephen Arnold

iTunes – Spotify – Castbox – YouTube  On the episode: Aoris Asset Management’s Stephen Arnold, CFA, joins Owen for a Stock Pitch episode on The Australian Investors Podcast. In this episode, Stephen talks through his thesis on Jack Henry & Associates (NASDAQ: JKHY), a US-based banking payments software company with an enviable track record. This episode follows Stephen’s pitch for Accenture Plc (NYSE: ACN) – watch it here. Show notes: Aoris website & holdings Don’t forget to leave us an iTunes review if you enjoy our interview. It helps me attract more great guests.

Cameron Brownjohn – Private Equity investing

iTunes – Spotify – Castbox – YouTube  On the episode: Cameron Brownjohn is the CEO of Federation Asset Management, a private equity investment company focused on three primary buckets, including sustainable infrastructure & renewable energy, real estate for the healthcare, social and education sectors, and growth-style private companies.  The conversation goes to places we haven’t covered before, so Cameron uses many examples and anecdotes. I hope you enjoy this conversation with Cameron Brownjohn, CEO of Federation Asset Management.  Get in touch with Cameron: Federation website Don’t forget to leave us an iTunes review if you enjoy our interview. It helps me attract more great guests.

Stock Pitch: Accenture Plc (NYSE:ACN), with Aoris’ Stephen Arnold

iTunes – Spotify – Castbox – YouTube  On the episode: Aoris Asset Management’s Stephen Arnold, CFA, joins Owen for a Stock Pitch episode on The Australian Investors Podcast. In this episode, Stephen talks through his thesis on Accenture Plc (NYSE: ACN), the global IT consulting business. Show notes: Aoris website & holdings Don’t forget to leave us an iTunes review if you enjoy our interview. It helps me attract more great guests.

Barbell portfolio construction & an ASX mining stock – Ft. Datt Capital

iTunes – Spotify – Castbox – YouTube  On this episode: In this episode of The Australian Investors Podcast I’m joined again by Emanuel Datt, of Datt Capital. In this episode we talk about portfolio construction, the benefits of unlisted debt, assessing management teams and a mining development company called Adriatic Metals. I hope you enjoy this discussion with Emanuel from Datt Capital. Resources: Datt website  Datt twitter  Datt write-ups on Adriatic: Adriatic metals a mineral growth story Adriatic metals an addendum Adriatic metals the next steps Previous episodes with Emanuel: 1 Small Cap Stock, with Datt Capital Stock Pitch: Emanuel Datt | Datt Capital Emanuel Datt – Family

Pete Wargent on The Australian Investors Podcast

Property: the data & insights with Pete Wargent

iTunes – Spotify – Castbox – YouTube  On this episode: With everything that’s gone on in markets in 2020, we figured it would be a good change of tact to spend a week focused on property markets, including what we know so far and what comes next. Economist, investor and author Pete Wargent joins Owen for this episode to talk about the implications for renters, landlords, owners and investors. This is a unique episode because Pete shares some of his data and analysis with us via video. You don’t need to watch the video version of this podcasts but if you want to see what Pete and Owen are talking about and the charts he is using, you’ll find the YouTube video below. All shows are also available at the bottom of the page, including links to Pete and Stephen’s new book. We hope you enjoy this episode of The Australian Investors Podcast. Resources: Pete: Pete’s website Daily blog … Read more

Stock Pitch: Matt Joass | Maven Funds Management

On this episode: In this Stock Pitch episode of The Australian Investors Podcast I chat with Matt Joass, CFA, Chief Investment Officer at Maven Funds Management. Matt provides his take on the COVID-19 recovery and why it could come quicker than many investors expect here in Australia. Matt also provides an overview of Pushpay (ASX:PPH) and a2 Milk Company Ltd (ASX: A2M). Learn more about Matt:  Maven Funds website How to catch a monster  Pushpay: The art of the deal

Investors Podcast - owen share idea

Owen’s stock pitch on The Australian Investors Podcast

Tune in now:  iTunes – Spotify – Castbox – YouTube  On this episode: In this episode of The Australian Investors Podcast, Owen pitches one of his favourite ASX small-cap share ideas. Normally, this type of research and due diligence is reserved for Rask Invest members, so soak it up. In this episode, Owen covers: His investment philosophy, including: Circles of competence Management teams with integrity, energy, and talent Competitive advantages or moats Large (and growing) total addressable markets (TAMs), and Reasonable valuations The investment process he follows for the Rask Invest investment research service How he found a little-known ASX small cap company, and some of the tricks you can use to find one just like it Finally, Owen’s pitches his stock to you! Don’t forget to subscribe to the Australian Investors Podcast on YouTube so you never miss a video. Date of recording: April 3, 2020 Disclosure: At the time of publishing, Owen owns shares … Read more

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