Australian Investors Podcast

Are we still paying for the 2008 financial crisis, and could countries usually seen as safe face risks investors underestimate? On the Australian Investors Podcast, Owen Rask sits down with VanEck’s Eric Fine to explore what decades in global markets have taught him about money, debt and the limits of certainty.

Above all, Eric makes the case for changing your mind when the evidence changes and thinking through unlikely but consequential scenarios before a crisis arrives. This is both the story of an unusual investing career and a challenge to assumptions about which markets are truly resilient.

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

– 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

The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.

Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.

Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.

The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
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What did 2026 teach investors about the difference between a rising share price and a great business? On the Australian Investors Podcast, Owen Rask brings Magellan investors Ryan Joyce and Alan Pullen together to reflect on a year shaped by AI enthusiasm, higher rates and abrupt shifts in market sentiment, and to consider what might matter heading into 2027.

From the year’s surprises to the questions worth asking next, this episode is a grounded look at valuation, quality and long-term investing—not a prediction that every market trend will continue.

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

– 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 episode is sponsored by Magellan Global Equities

The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.

Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.

Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.

The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
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Are bonds finally worth a fresh look? In this Australian Investors Podcast episode, Owen Rask sits down with Richard Rauch from Franklin Templeton to unpack what rising yields mean for investors, and why a bond's starting yield matters more than the last few years of returns.

Episode resources

- Learn more about Franklin Templeton

– 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

– 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

The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.

Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.

Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL 240827) is the Responsible Entity and/or investment manager for the funds mentioned. Read the PDS and TMD before investing. All documents can be found via franklintempleton.com.au or by calling 1800 673 776. All investments involve risks. Performance and capital are not guaranteed.

Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.

The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
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What remains valuable when AI makes software faster and cheaper to build? In this episode of the Australian Investors Podcast, Owen Rask argues that trust—not just a slick interface or a familiar logo—could become the advantage that businesses and investors need to understand. This is episode four of The Business Stack of the Future, brought to you by Stripe.

Owen starts with a question from the media world: when a respected person changes platforms, is the audience loyal to the institution, the individual, or the quality of the work? He carries that question into software. If competitors can reproduce a feature quickly, customers still need confidence that a provider can protect their information, explain mistakes and deliver reliably when the stakes are high.

The episode explores how organisations learn to use AI responsibly: testing tools against real tasks, reviewing failures and deciding where human oversight belongs. Owen also looks at the risk created when businesses connect suppliers, APIs and AI agents. Who has permission to access data or approve a payment—and how would you stop a bad instruction?

Stripe and Luxury Escapes offer practical examples of why operational history, fraud controls and customer experience matter alongside technology. For investors, Owen suggests looking beyond size or brand recognition to ask whether a company can earn more responsibility from customers, then serve them well without costs rising at the same pace. For business owners, the challenge is to build faster without treating dependability as an afterthought.

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

– 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

The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.

Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.

Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.

The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
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Are gold, copper and other commodities becoming a longer-term portfolio decision rather than a short-term trade? In this Australian Investors Podcast conversation, Owen Rask sits down with Justin Lin of Global X to explore the idea of currency debasement, fractured supply chains and the case investors are making for hard assets.

Justin separates two arguments often bundled together under ‘debasement’: concern about the purchasing power of currencies, and a desire by some countries to reduce reliance on the US dollar. He explains why investors have looked at gold, infrastructure and industrial metals through those lenses—while Owen presses him on what can actually be measured, rather than simply repeated as a market narrative.

Copper provides a practical example. Justin argues that trade policy, inventory moving between markets and changing demand can matter as much as the headline about AI data centres. The pair also discuss energy security and the difficulty of securing critical minerals when production and processing are concentrated in a few places. Owen asks what those shifts could mean for a diversified portfolio.

The conversation then turns to portfolio construction: what role might a broad commodities fund play alongside shares and bonds, and how does exposure through commodity futures differ from owning physical assets? Justin describes the Global X BCOM ETF and its range of underlying markets, from metals and energy to agricultural products. Finally, Owen makes him choose between gold and Bitcoin over a five-year horizon. Justin makes the case for gold, while acknowledging that neither outcome is certain. Listen for the framework, the trade-offs and the questions worth asking—not a prediction you must follow.

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

– 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 episode is sponsored by Global X.

The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.

Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.

Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.

The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
Learn more about your ad choices. Visit megaphone.fm/adchoices