Australian Investors Podcast

In this episode of Australian Investors Podcast, Owen Rask sits down with Mark Jones from Resolution Capital to unpack why listed infrastructure may be one of the most compelling risk-adjusted opportunities in markets right now.

Mark explains what global listed infrastructure actually includes, why the best assets tend to have pricing power, long lives and high earnings visibility, and why that matters when uncertainty is rising. The conversation breaks down how professional investors separate true infrastructure from lookalikes, why active management can matter more in a finite universe, and how investors should think about inflation protection, portfolio construction and long-term compounding.

Along the way, Owen and Mark use real examples including Transurban, AGL, Origin and Greek infrastructure assets to show why labels matter, where passive products can miss the mark, and how a disciplined investor can think more clearly about downside as well as upside. They finish with a timeless lesson on the rule of 72 and why steady returns can be more powerful than chasing the next 10-bagger.

If you want a clearer framework for thinking about infrastructure, active versus passive investing and the role of real assets in a portfolio, this episode is well worth your time.

Episode resources

– Resolution Capital

– 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 Jason Kotchoff, founder of Stocklight, to unpack one of the hardest parts of investing: understanding how news actually moves share prices.

From ASX announcements and continuous disclosure to US SEC filings and the EDGAR system, this conversation explains how information reaches the market, why some updates send stocks higher, and why "good" news can still trigger a sell-off.

Owen and Jason walk through real examples including DroneShield, Megaport and NextDC, showing how price-sensitive announcements are flagged, how directors' trades can shape investor sentiment, and why context matters more than headlines. They also compare Australia's market structure with the United States, highlighting the difference between the ASX's central role and the SEC's rules-based system across many exchanges.

The episode also explores the investor information edge in 2026. Jason explains how tools like Stocklight can help investors track portfolios, filter the announcement firehose and stay tax-aware, while Owen presses the bigger question: can individual investors really keep up when professional firms and AI-powered tools are on the other side of the trade?

If you want a clearer framework for interpreting market news, company announcements and portfolio signals, this episode will help you understand what matters, what to ignore and how to think before you act.

Episode resources

– Stocklight

– 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 Jess Leung from Global X to kick off a six-part portfolio construction series by tackling the question most ETF investors skip too quickly: what should a good portfolio actually look like from day one?

Jess explains why a portfolio should be treated as a system, not a collection of random ideas, and why every ETF needs a job to do. They unpack the difference between a core portfolio and satellite positions, why asset allocation matters more than obsessing over tiny ETF differences, and how investors can think more clearly about risk tolerance, time frame and long-term goals before buying anything.

The conversation also explores common blind spots, including home bias, portfolio overlap and the hidden costs that come from spreads, brokerage and repeated trading over time. Jess shares practical ways to look through a portfolio, spot duplicated exposures, and decide whether a position belongs in the core or the satellite bucket.

They finish with real ETF examples from the Global X range, including broad Australian exposure, global equity options, fixed income and currency hedging, giving investors a practical framework for building something more deliberate from the start.

If you want to build a smarter ETF portfolio with more intention and less guesswork, this is a strong place to start.

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 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
Learn more about your ad choices. Visit megaphone.fm/adchoices