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Australian Investors Podcast

Rask
Australian Investors Podcast
Latest episode

702 episodes

  • Australian Investors Podcast

    Senator Andrew Bragg on housing, tax and Australia’s productivity problem

    28/05/2026 | 1h 1 mins.
    In this Australian Investors Podcast episode, Owen Rask sits down with Senator Andrew Bragg for a wide-ranging conversation about the Federal Budget, housing supply, tax, productivity and why so many Australians feel the country has become harder to get ahead in. Rather than getting stuck in party talking points, they focus on the practical questions investors, business owners and workers are asking right now: what happens when policy makes it harder to build homes, why does productivity matter so much for living standards, and how do taxes, regulation and incentives shape whether Australia creates more wealth or simply fights over what already exists?

    Andrew explains why he believes cutting housing supply is one of the worst policy choices Australia can make, how rising rents, higher rates and broader cost-of-living pressure are changing the national mood, and why small business, private investment and simpler rules still matter if Australia wants to stay competitive. The conversation also touches on super, the role of large institutions, and why clearer economic thinking matters more when confidence is low.

    Owen pushes on the bigger picture too: whether Australia has lost ambition, why the policy debate feels less honest than it should, and what needs to change if Australians want better opportunities over the next decade. If you want a plain-English discussion about housing, tax, productivity, competitiveness and the long-run direction of Australia, this is a timely episode to queue next.

    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

    – Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May)

    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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  • Australian Investors Podcast

    Mark Ambrose on deep value investing, airplane leases and asymmetric returns

    26/05/2026 | 38 mins.
    In this Australian Investors Podcast episode, Mitchell Sneddon sits down with Mark Ambrose from Global Value Fund to unpack one of the more unusual deep value trades of the COVID era: buying into airplane leases when the aviation market looked uninvestable.

    Mark explains why GVF was drawn to the setup. The fund was not trying to make a heroic prediction about airlines bouncing back overnight. Instead, the team focused on asymmetry, cash on the balance sheet, the behaviour of forced sellers and the gap between a panic price and a conservative base case. It is a practical look at how deep value investing works when uncertainty is extreme.

    Mitch and Mark walk through Amadeo Air 4 Plus, how listed aircraft leasing funds were structured, why certain A380 sales mattered so much, and how bespoke valuation work helped frame the risk. They also discuss downside protection, why edge matters more than simply sounding smart, and how shareholder engagement and later takeover interest helped unlock value over time.

    If you like contrarian investing, fund-manager process and real examples of asymmetric opportunities, this conversation is well 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

    – Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May)

    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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  • Australian Investors Podcast

    Budget backlash? Temple & Webster, Brambles and your investing questions

    22/05/2026 | 1h 8 mins.
    In this week’s 2 Sense episode of the Australian Investors Podcast, Owen Rask and Drew Meredith unpack the messy collision of budget politics, company results and AI hype shaping markets right now. They look at the latest tax chatter, the debate over whether Australia is getting better at redistributing wealth than creating it, and why policy headlines can shift investor behaviour long before the real-world outcomes are clear.

    They also run through a broad batch of company updates, including Temple & Webster, Brambles, Commonwealth Bank and BHP, asking what actually matters and what is just noise during another busy stretch of reporting season. Along the way, they test the limits of tools like Claude and ChatGPT, debate whether AI can genuinely help investors think better, and explore where these tools still risk encouraging lazy decision-making or false confidence.

    The episode finishes with practical listener questions on investment bonds, how to invest in your 20s versus your 60s, and how to balance growth, income and simplicity when markets feel messy. If you want a grounded Australian take on the budget, ASX results, AI and the real questions investors are asking in 2026, this is a strong episode to queue next, especially if you want a clearer framework for handling uncertainty.

    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

    – Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May)

    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
  • Australian Investors Podcast

    Like design? Why AI makes human judgment more valuable, ft. Andrew Hogan

    19/05/2026 | 47 mins.
    AI can now generate prototypes, content and product ideas at speed — but Figma’s Andrew Hogan says the real edge is still human judgment.

    In this episode, Owen Rask chats with Andrew about what AI is changing inside teams, why design is becoming more valuable, and how leaders are using better tools to communicate ideas with more clarity. They explore why senior designers may be worth more than ever, how non-designers are increasingly doing design work, and why businesses are taking on bigger projects because AI expands what feels possible.

    If you want to understand where AI is creating value, how creativity is changing, and what this means for product teams, founders and investors, this is a sharp and practical conversation.

    Resources for this episode

    ⁠Buy Gemma’s book “The Money Reset”⁠

    ⁠Speak with the Rask Advice team⁠

    ⁠Ask a question (select the Finance podcast)⁠

    Show partner resources

    ⁠Join Pearler using code “RASK” for $15 of Pearler Credit⁠

    ⁠Get 50% off your first two months using PocketSmith⁠

    ⁠View Betashares range of funds⁠

    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
  • Australian Investors Podcast

    Is Australia doomed? Plus, CSL is close to a buy

    15/05/2026 | 1h 4 mins.
    In this week’s 2 Sense, Owen and Drew tackle a bigger question than one stock or one budget line item: is Australia getting worse at creating wealth?

    Rask Wealth Checker: https://rask.au/wealth-checker

    That opens a sharp conversation about tax chatter, policy drift and why uncertainty can make it harder for founders, investors and workers to build long-term value. The episode also revisits CSL, touches on private credit noise, and asks what matters when headlines get louder than fundamentals.

    It is a useful reminder that great businesses can still be overhyped, and that policy settings can shape how willing people are to build, invest and take risk.

    The listener question is a beauty: how do you value a private business? Owen and Drew explain why valuation is part maths, part judgement. They unpack EBITDA multiples, growth, repeatability, owner dependence and why what a business is worth to you can differ from what a buyer will pay.

    If you want practical market commentary with a founder’s lens, this one delivers.

    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

    Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May)

    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
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About Australian Investors Podcast
The Australian Investors Podcast is a twice weekly podcast (Wednesday & Saturday), featuring laid back but intelligent short- and long-form conversations about markets, business, psychology, lessons learned and investment process. At Rask, our goal is to bring you the best insights, information and proven strategies to help you invest your time and money. SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-investors-podcast
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