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Australian Investors Podcast

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Australian Investors Podcast
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  • Mark Jones on airports, energy and global infrastructure returns
    In this Australian Investors Podcast episode, your hosts Mitch and Mark Jones (Resolution Capital) discuss: – Mark’s journey from Canberra to Goldman Sachs to Resolution Capital – What makes infrastructure investing so compelling today – Why electricity demand is inflecting higher globally – How airports like AENA and toll roads in Germany could drive investor returns If you love learning about infrastructure, income investing, and megatrends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. – Mark’s investing origin story and early career at NAB & Goldman Sachs – Why infrastructure is predictable, nuanced and shareholder-friendly – How Resolution Capital’s multi-portfolio manager model works – Megatrends driving infrastructure demand: electrification, AI, and reshoring – Airport investing: AENA vs Auckland, and what “social licence” really means – Toll roads and Germany’s €500B infrastructure stimulus – Yield, valuation and total return targets in RIIF ETF – Mark’s biggest investing lesson (Google’s IPO!) and advice to his younger self ~~ 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 #Infrastructure #AustralianInvestorsPodcast #RIIF #ResolutionCapital #ETF Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Essential tax strategies for growing your business
    In this Australian Investors Podcast episode, Jordan Kidis and Danil Goloubev of Grey Space Advisory discuss their essential tax strategies. These strategies are tailored for those businesses turning over $500k-$2m, and how to sustain a healthy business growth.  This episode was originally featured on the Australian Business Podcast. Topics covered today: – Best Business Structures Now and in the Future – Liability protections – Expense Method Comparison – Optimising Superannuation – The Instant Asset Write-Off Scheme Resources mentioned in this episode: – Free community – Join our Q&A in March – Ask a question (select the Investors or Business podcast) Rask Resources 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 #business #motivation Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Kelly Partners, interest rates, Tesla’s value & Drew’s spicy take on Platinum
    In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Kelly Partners’ controversial share placement without disclosure – Interest rate expectations in Australia, the US and Europe – A hands-on Tesla valuation (with a lot of laughs) – Platinum Asset Management’s surprise merger If you love learning about company analysis, valuations and global investing trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Chapters (approximate) 00:00 Introduction 00:56 Kelly Partners: Buy, Hold, Sell? 02:52 Share Placement Without Shareholder Approval 07:18 Interest Rate Decision 11:28 Fake Porfolio Updates 19:07 Buffett's 3 Biggest Shareholdings 21:55 Crypto: Buy, Hold, Sell? 27:22 Origin Energy, Octopus & Kraken 31:36 Australian Office Leases 39:43 Platinum & L1 Binding Merger Terms 41:45 Rapid Fire: Buy, Hold, Sell? 48:00 MCGG Down 15% 53:05 Where To Invest My Money Short Term? 54:19 Low-Cost SMSFs: What’s the Catch? 59:49 Equity Mates Acquired 01:01:09 Drew's Dad Joke Topics Covered – Kelly Partners’ undisclosed share issuance and what Section 6D.2 really means – Where interest rates are heading globally & the RBA’s next moves – Tesla valuation: is 100x PE crazy or justified for Elon’s empire? – Platinum Asset Management’s merger with L1 Capital: good, bad, or desperate? – Bonus: Origin, Energy One & Drew’s real estate incentive breakdown Resources for This Episode ~~ 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 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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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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