Podcast Episodes

Robert Swift on EQ versus IQ, measuring risk, global opportunities and macro themes

Robert Swift is the Head of Global Equity Strategy at Tamim Investment Management. Robert recently sat down with Owen Rask to talk about macro risks,…

3 years, 6 months ago

Morningstar's wide moats, gold star managed funds and the global research process, with Mark Lamonica

Mark Lamonica, CFA is an investor, financial educator and the Director of Product Management, Individual Investor at Morningstar. In this episode of …

3 years, 6 months ago

Plato's Income Maximiser, why Owen wants to buy into private businesses, Deutsche, "advisers" giving advice on Dubber, $1.27m of insurance & more

On The Australian Investors Podcast '2 Sense' this week, analyst Owen Rask and financial planner Drew Meredith explain why Owen likes private compani…

3 years, 6 months ago

Listed Investment Companies (LICs) ☀️ Everything you need to know about LICs 👅

Listed Investment Companies (or LICs, for short) were here long before Exchange-Traded Funds (ETFs) and continue to form a bedrock in many retiree po…

3 years, 6 months ago

Are coal stocks dead in 2023? Seneca's Luke Laretive on coal types and the outlook for energy prices

Are coal stocks like Whitehaven Coal Ltd (ASX: WHC), Yancoal (ASX: YAL) and New Hope Coal (ASX: NHC) safe?

Luke Laretive is the founder of Seneca and…

3 years, 6 months ago

"RATES ARE GOING DOWN!" - Andrew Deremyth, SVB explained, FANG+, GPT4, income from stocks & lithium stocks

"Rates are going down", yells Finance Bro Andrew Deremyth following the collapse of Sillicon Valley Bank (SVB). Meanwhile, leading finfluencer Owen R…

3 years, 6 months ago

Is the worst over for property prices and ASX shares? Kerry Craig's latest views on the macro and the markets

This episode of The Australian Investors Podcast features Owen Rask and Kerry Craig, of J.P. Morgan Asset Management. Kerry Craig is the Executive Di…

3 years, 6 months ago

Matthew Haupt on SVB's collapse, top-down, bottom-up, options carry, bond curves, and a typical day for a macro-minded fund manager [⚠️ advanced listener episode]

This episode of The Australian Investors Podcast features Owen Rask and Matthew Haupt of Wilson Asset Management.

Owen's special note: this episode re…

3 years, 6 months ago

Superannuation ☀️ Everything you need to know about Superannuation

Superannuation (or Super, for short) has forced Australians (and their employers!) to take responsibility for the future of Australia's retirement mo…

3 years, 6 months ago

Xero = good? "Owen was dead wrong about WiseTech shares", VBND, RBA peak rates, women in finance, VDHG as a core & more

Xero Limited (ASX: XRO) sheds employees and shares pop 11%, is that good? Vanguard Global Aggregate Bonds ETF (ASX: VBND) is for bonds, right? Is Wis…

3 years, 6 months ago