Podcast Episodes
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The Decade of Power: Why the Energy Opportunity is Bigger Than AI
The market is obsessed with AI as the sole driver of energy demand, but the "Saaspocalypse" of February taught us that picking AI winners is a volati…
5 months, 3 weeks ago
Oil and inflation crisis hits Australia
In this Australian Investors Podcast episode, with Owen on holiday in Vietnam, Mitchell Sneddon joins Drew Meredith to discuss:
– US–Iran conflict a…
5 months, 4 weeks ago
Red flags investors should check before choosing a private credit manager
Private credit is growing rapidly in Australia. Understanding how managers actually operate may matter more than the yield itself. In this episode of…
6 months ago
Retired at 39 and $4m in Super, Japanese ETFs & no franking credits
In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:
– Why Drew invested in a Melbourne bar
– Rising distrus…
6 months ago
How booking.com built a travel empire (and why Google can’t kill it yet)
In this Booking Holdings Ltd deep dive, we sit down with Alan Pullen from Magellan Investment Partners to analyse the evolution of a travel giant. Fr…
6 months, 1 week ago
What if ETFs didn't exist? Plus, top 3 highlights from the ASX
In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:
– US–Iran conflict and what it means for oil prices, in…
6 months, 1 week ago
ASX micro caps with big potential | Luke Winchester (Merewether Capital)
In this Australian Investors Podcast episode, your host Owen Rask is joined by Luke Winchester, founder of Merewether Capital, to discuss: – How Luke…
6 months, 2 weeks ago
ASX results: WiseTech soars, NVIDIA surges & WOW’s best day in 30 years
In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – NVIDIA’s 73% revenue growth and what it means for Aus…
6 months, 3 weeks ago
How listed private credit is reshaping income investing on the ASX
Andrew Lockhart, Founder of Metrics Credit Partners, joins us to walk through three ASX-listed income opportunities within the Metrics stable. We’ll …
6 months, 3 weeks ago
BHP flies to record high, while JBH, CGF & TWE report
In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:
– Reporting season highlights: BHP, Challenger, Treasur…
6 months, 4 weeks ago