Australian Investors Podcast

In this week's LIVE 2 Sense, Owen and Drew pull back the curtain on what is really driving growth in modern financial advice businesses.

With markets pushing back towards all-time highs, the conversation starts with the mood investors are feeling right now, then quickly moves into a deeper topic: how content, education and trust are reshaping the advice industry in Australia. Owen and Drew unpack how Wattle Partners has grown, why Rask has spent years building an audience-first business, and what both founders have learned about scaling without losing focus.

They also get into one of the biggest questions facing professional services in 2026: is AI a threat, a tool, or both? From simple scaled advice and back-office efficiency to compliance, cybersecurity and the changing economics of content, this episode explores where the real opportunities and risks are starting to appear.

Along the way, the pair touch on mergers and acquisitions in advice, why many firms still struggle with technology, how YouTube and podcasts convert differently, and what business owners can learn from building an audience before building a product.

If you want a rare behind-the-scenes look at how financial media, advice and technology now overlap in Australia, this 2 Sense episode is packed with honest lessons, practical observations and a few spicy takes.

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

– Visit TermPlus to learn more

– 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: 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, Owen Rask sits down with Cam McIntyre, CEO of REA Group, to unpack how one of Australia's most important technology businesses thinks about property, platform scale and AI.

Cam explains what it was like stepping from carsales into REA, why the business still sees big runway beyond residential listings, and which numbers matter most inside the company. They discuss traffic, listing volumes, financial services leads and why REA believes its brand, customer relationships and decades of data still create a hard-to-copy advantage.

The conversation then turns to AI. Cam explains why REA sees itself as an "AI prime" business, how the team uses internal "zombie hunts" to strip out repetitive work, and where AI could improve search, mortgage workflows and customer outcomes across the property journey.

Owen and Cam also go deep on the housing market itself: why Australia feels two-speed right now, how interest rates are shaping buyer and seller behaviour, and why Cam believes rates matter more than tax changes in the current cycle. They finish on a broader theme investors will appreciate: what keeps the Australian dream alive, how great businesses are built, and why taking intelligent risk still matters.

If you follow listed platforms, property data, AI adoption or the forces moving Australia's housing market, this episode is worth your time.

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

– Visit TermPlus to learn more

– 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: 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, Owen Rask and Drew Meredith work through one of those weeks where macro nerves and stock-specific stories collide.

They start with a rapid-fire buy, hold or sell segment on Apple, Micron and NAB, then zoom out to what falling home loan demand, sticky inflation and fragile consumer sentiment might mean for Australia. The discussion gets into why higher rates are hitting confidence as much as cash flow, why house-price weakness matters for spending, and how investors should think about the gap between headlines and what is actually happening in the economy.

From there, the episode shifts to big tech. Owen and Drew break down Microsoft's latest numbers, Apple's march back to the top of the market, the sharp pullback in Micron and the broader question hanging over AI infrastructure: who is really making money, who has pricing power, and where sentiment may have run ahead of fundamentals. Alphabet, Oracle, semiconductors and American Express all feature as they test whether the market is rewarding quality, scale or just the next AI narrative.

If you want a practical market wrap that connects interest rates, consumer behaviour, valuation and the AI supply chain without losing the plot, this episode is worth your time.

Episode resources

– Check your super with the Rask Wealth Checker

– Financial planning

– 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

– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit

– Whatever comes next for your business, power it with Stripe

EOFY deals to know about - ending June/July 2026

– 1 free trade per month, for 12 months, for new Pearler customers

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, Owen Rask sits down with Adam Myers to unpack one of the biggest shifts in modern investing: more of the value in the world’s best companies is now being created before they ever reach the stock market. Using SpaceX, OpenAI, Anthropic, Databricks, Canva and Waymo as examples, they explore why private markets matter more than ever for investors trying to understand where long-term wealth is really being built.

Adam explains why retail investors rarely get direct access to these deals, how large institutions and well-connected allocators tend to dominate the best opportunities, and what has changed since the days when public market investors could buy into companies much earlier in their growth journey. They also discuss how AI is accelerating this shift, from infrastructure and data platforms through to physical AI, and why diversified exposure matters more than trying to bet on a single winner.

If you’ve ever wondered whether public market investors are arriving too late to the party, or how listed vehicles can provide access to private companies without the usual complexity, this episode will help. Owen and Adam also cover portfolio construction, liquidity, risk, and why the private-to-public transition may become one of the defining investing themes of the next decade.

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

– Visit TermPlus to learn more

– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit

– Whatever comes next for your business, power it with Stripe

EOFY deals to know about - ending June/July 2026

– 1 free trade per month, for 12 months, for new Pearler customers

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

Pengana Investment Management Limited (PIML) ACN 063 081 612 AFSL 219 462 as responsible entity for AI Private Opportunities Trust ARSN 697 001 184 (AIX), is the issuer of AIX units. This podcast was produced and published by RASK, and PIML's representative participated to provide general information only. It does not take into account your objectives, financial situation or needs and because of that, before making an investment decision you should consider the appropriateness of this information having regard to your objectives, financial situation and needs. You should obtain and consider the TMD available at pengana.com/AIX before deciding whether to acquire or hold AIX units and whether AIX units are appropriate for you. Any forward-looking statements made are the speaker's views at the time of recording only and are not guaranteed to occur. None of PIML nor any of its related entities, directors, partners or officers guarantees the performance of, or the repayment of capital, or income invested in AIX. An investment in AIX is subject to investment risk including a possible loss of income and principal invested. Past performance is not a reliable indicator of future performance, the value of investments can go up and down.
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In this episode of Australian Investors Podcast, Owen Rask and Drew Meredith kick off with a rapid-fire buy, hold or sell and then work through the stories investors are actually debating right now.

They unpack OpenAI's reported hardware move, why Anthropic and cheaper rivals are putting pressure on AI economics, and what recent TSMC and Samsung results tell us about the chip boom, capital expenditure and the risk of paying up for hype. They also revisit Netflix, ask whether a beaten-down quality business can still be a buy, and look at what booming investment-banking numbers from JPMorgan and Goldman Sachs might signal for markets.

Closer to home, Owen and Drew discuss REA Group, why property listings matter more than house-price headlines, and what another strong year of super fund returns says about the role of indexed investing. They also dig into the political noise around super, forced national-interest investing and why trust in the retirement system matters so much to Australians.

The episode wraps with listener questions on CSL and Cochlear after share-price falls, trusts versus investing in your own name after tax changes, and whether LIC discounts could narrow under the new rules. If you want one practical reset on AI hype, super, markets and investor decision-making in Australia, this is a smart weekly catch-up.

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

– Visit TermPlus to learn more

– Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit

– Whatever comes next for your business, power it with Stripe

EOFY deals to know about - ending June/July 2026

– 1 free trade per month, for 12 months, for new Pearler customers

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