Podcast Episodes

Alex Zaika: Scaling an X-traordinary ETF business

In this Australian Investors Podcast episode, your host Owen Rask sits down with Alex Zaika, CEO of Global X ETFs Australia, to explore his fascinating career journey and the rapid rise of Global X. …

Published on 3 months ago

Seneca's ASX takeovers playbook + your companies analysed

In this Australian Investors Podcast episode, your host Owen Rask is joined by Ben Richards and Luke Laretive (Seneca) to discuss: – RPM Global’s proposed sale and why strategic buyers like Caterpill…

Published on 3 months, 1 week ago

Owen's RPM victory lap, STRONG buy on gold & Google looks cheap

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:

– Why gold is rallying and its role in portfolios – Whether Google (Alphabet) is undervalued in 2025 – I…

Published on 3 months, 1 week ago

Inside the Pengana PIA LIC: blended equity & credit

In this Australian Investors Podcast episode, your host Owen Rask speaks with Adam Myers of Pengana Capital Group and discusses:

– Pengana Capital’s evolution and focus on private markets

– The rise…

Published on 3 months, 1 week ago

RPMGlobal takeover, Woolies slumps & Owen's $10,000 bet

In this Australian Investors Podcast episode, your hosts Owen Rask & Drew Meredith discuss:

– RPMGlobal takeover talk and why the market moved

– WiseTech’s growth and Owen’s $10k ASX top-10 bet

– Rep…

Published on 3 months, 2 weeks ago

Why gold still shines: Roscoe Widdup on the cycle, central banks and picking miners

In this Australian Investors Podcast episode, your host Mitchell Sneddon discusses:

– Why a specialised gold fund makes sense in the passive/AI era

– Gold’s demand drivers, especially central banks…

Published on 3 months, 2 weeks ago

Warren Buffett's stock portfolio 2025 | AAPL, AMX & KO valuation

Warren Buffett is stepping back after 60 years at Berkshire Hathaway. In this Australian Investors Podcast episode, Owen Rask explores Buffett’s $1.2 trillion portfolio, breaking down his top holding…

Published on 3 months, 3 weeks ago

CSL crashes 17% & does anyone still believe in CBA?

In this 2 Sense episode of The Australian Investors Podcast, Drew Meredith and Owen Rask break down CSL’s 17% one-day drop, whether CBA’s dividend yield is a ‘chart crime’, and what’s happening to th…

Published on 3 months, 3 weeks ago

Micro cap private companies: it’s f#%king hard (ft. Leigh Gant)

In this Australian Investors Podcast episode, your hosts Owen Rask and Leigh Gant discuss:

– How Leigh transitioned from fitness businesses to investing in private companies

– What makes a business…

Published on 3 months, 3 weeks ago

Seneca’s reporting season bets, Qoria, Infomedia & why fee structures matter

In this episode of the Australian Investors Podcast, your hosts Owen Rask, Luke Laretive and Ben Richards discuss:

– Seneca’s fee model & why they avoid management fees

– What worked last reporting s…

Published on 3 months, 4 weeks ago