Australian Investors Podcast

• PIMCO’s Mark Kiesel: Why This Is a Rare Moment for Bond Investors

  In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Mark Kiesel, PIMCO’s Chief Investment Officer of Global Credit. Together, they discuss: Why now could be a generational opportunity for bond investors Mark’s outlook on inflation, interest rates and the global economy PIMCO’s $2 trillion advantage and how it creates alpha in credit markets What airlines and housing trends are saying about the next economic slowdown If you love learning about bond investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered Mark’s visit to Australia and on-the-ground insights How PIMCO’s massive scale drives bond market advantage His famous 2006 call to sell his home pre-GFC Why inflation is likely to fall and bond markets may rally The “slimming down” theory and macroeconomic signals What airlines, autos and housing are telling us about sentiment Mark’s contrarian outlook and long-term investing mindset Resources for This Episode 📄 Learn More About Bond Investing & PIMCO’s Views: Opportunity Amid the Noise - Interview with Dan Ivascyn The “Magnificent 7” Reasons Why Now is a Good Time to Invest in Core Bonds ~~ 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 #Bonds #PIMCO #MarkKiesel Learn more about your ad choices. Visit megaphone.fm/adchoices

  --------  

  37:54
• Our Best Investments Ever | 2-Sense with Owen & Drew

  On this week's Australian Investors Podcast 2 Sense episode, your hosts Owen Rask and Drew Meredith, CFP® discuss: Their best investments ever and what they learned Why US tech (like TTD & PANW) has outperformed Aussie small caps How Pro Medicus (ASX:PME) became a 30-bagger The importance of position sizing, patience & letting winners run If you love learning about long-term investing and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – What Drew and Owen learned from their best-ever investments – Why Pro Medicus (ASX:PME) is still in Owen's portfolio – The growth of Palo Alto Networks (NASDAQ:PANW) and Trade Desk (NASDAQ:TTD) – How ETFs helped outperform direct stock picks – The power of currency and global diversification – Portfolio rebalancing, patience & long-term compounding – What listeners can take away from 10+ year compounders Resources for This Episode 📄 ETFs Mentioned in This Episode: Betashares A200 ETF (ASX:A200) iShares S&P 500 ETF (ASX:IVV) ~~ 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 #2Sense Learn more about your ad choices. Visit megaphone.fm/adchoices

  --------  

  35:09
• Unlocking value in deeply discounted LICs around the world

  The Staude Capital Global Value Fund Limited (ASX: GVF) is a unique listed investment company for a few reasons. Firstly, it invests in heavily discounted investment vehicles all over the world. There’s no other ASX listed vehicle that does this (to our knowledge anyway). And secondly, they are a husband and wife team who have just celebrated the funds ten year anniversary. In this episode we dive deep on the investment philosophy that has seen the fund return over 11%pa since inception. How they find and evaluate opportunities and how you can take their approach to find quality, undervalued opportunities in the Australian listed investment company space as well. We loved this episode and hope you do too.  Additional resources: Link to the GVF website GVF celebrates ten years - a recap Ratings house, Lonsec’s independent review of GVF The Association of Investment Companies - for those interested in the LICs scene in the UK Ice breakers What ignited the spark for Emma and Miles to start investing Who were or are still your mentors? How does a husband and wife team end up saying “hey let’s do this together” Your process The GVF investment process through the lens of the analysis of the company's performance. How do these investors in listed investment companies unlock the value that is in the discount? Deep value often appears in sectors or geographies all at the one time, how do they think about portfolio weights and balancing exposures in these opportunities? What is the turnover of the GVF portfolio? How do you balance the duration of a possible investment in your portfolio? How should someone view GVF in terms of asset allocation? Advice for the Australian LIC investor: How does Australia compare to other countries when it comes to closed ended listed investment vehicles. Why should the individual investor look at the UK as their first stop when looking outside Australia for LICs What are the top things to look for when selecting a listed investment company (LIC) in Australia Personal reflections: What character traits in each other do you most admire when it comes to building a company together? What advice would you go back and give your younger self? We’re going for lunch anywhere in the world, where are we going? 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

  --------  

  1:03:22
• Bitcoin ETFs Explained: How to Invest in Crypto with EBTC

  In this episode of The Australian Investors Podcast, Mark Joachim, Senior Product & Investment Strategist at Global X ETFs Australia, explores the world of Bitcoin ETFs. They cover: What Bitcoin ETFs are and how they work The benefits of using an ETF instead of buying Bitcoin directly How Global X’s EBTC ETF provides crypto exposure The risks and fees associated with Bitcoin ETFs How to decide if a Bitcoin ETF belongs in your portfolio Different ways investors use Bitcoin ETFs for diversification If you enjoy this episode, subscribe for more on Apple, Spotify, YouTube, or wherever you get your podcasts! Follow us on Instagram and TikTok for more investing insights. Topics Covered Welcome & Introduction Who is Mark Joachim & What is Global X? What are Bitcoin ETFs and how do they work? How Bitcoin ETFs compare to buying crypto directly Why institutional investors are moving into Bitcoin ETFs How EBTC is structured and what investors need to know The role of custodians like Coinbase in securing Bitcoin Understanding Bitcoin ETF fees & risks How Bitcoin ETFs fit into an investment portfolio Final thoughts and how to learn more Resources for this episode 📄 Learn more about Bitcoin ETFs & EBTC: EBTC - Global X Bitcoin ETF 📄 More about Global X ETFs: Global X ETFs Australia ~~ Show partner resources ~~ 💰 Join Pearler using code “RASK” for $15 of Pearler Credit - Sign up here 📊 Get 50% off your first two months using PocketSmith - Try it now 📈 View BetaShares' full range of funds - See more ~~ Rask resources ~~ 🔗 Explore all Rask services - Click here 📋 Learn about Rask Financial Planning - Find out more 📈 Start investing with Rask - Get started 📜 Access Show Notes - Read more ❓ Ask a question (select the Finance Podcast) - Submit here 📲 Follow us on social media: 📸 Instagram: @rask.invest 🎵 TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. It does not take into account your personal objectives, financial situation, or needs. Always consider whether the information is appropriate to your circumstances before making investment decisions. If you’re unsure, consult a licensed financial planner. We do not guarantee the accuracy of the information in this podcast, including financial, taxation, and legal details. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial adviser, or financial planner. Access The Rask Group's Financial Services Guide (FSG) for more information. #invest #RaskInvest #ASX #bitcoin #ETF Learn more about your ad choices. Visit megaphone.fm/adchoices

  --------  

  11:32
• Market timing, tools for ETF investors & $10,000 update, ft. Rask's Head of Advice Gemma Mitchell

  In this episode, Owen Rask is joined by Gemma Mitchell, Rask's Head of Advice, who steps in for Drew Meredith while he is away. This week, Gemma & Owen are answering your questions, plus a quick update on how the $10,000 portfolios. Topics covered today: What are buybacks, and why do companies offer them? Diversifying inside vs. outside super Optimising dollar-cost averaging What is momentum investing? How to identify crossovers in your ETFs' asset allocations Resources for this episode Rask financial advice: https://www.rask.com.au/advice/ ETF fund compare- Compare ETFs - Fund Comparison Tool | Vanguard Ask a question (select the Investment podcast): https://bit.ly/R-quest  ~~ 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

  --------  

  49:14

More Business podcasts

Trending Business podcasts

About Australian Investors Podcast

Australian Investors Podcast: Podcasts in Family