In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith are back for 2 Sense.

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Owen Rask and Billy Leung from Global X throw down the challenge to build two themed $100,000 ETF portfolios — one focused on AI infrastructure and the other on value investing — discussing long-term strategy, mistakes, lessons and the future of markets.

In this Australian Investors Podcast episode, your hosts discuss:
– The one investment Billy held the longest (and what it taught him)
– The most expensive mistake we’ve made as investors
– Two $100,000 themed ETF portfolios with a 5-year total return goal
– AI infrastructure vs value investing — which wins?

If you love learning about ETFs, long-term strategy and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

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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 2 Sense episode, Owen and Mitchell lean into the chaos of the current market. From the geopolitical ripples of the Iran conflict to the surprisingly high cost of plastic piping, they trace the butterfly effect of oil through the ASX.

Plus, Owen returns from Vietnam with some eerie travel tales, and the team checks in on the ever-evolving saga of Richard White and WiseTech.

Topics covered

– The Global Oil Squeeze: With the war in Iran showing no signs of de-escalating, they unpack the unintended consequences. It is not just at the bowser — they look at Reece Ltd (ASX: REH) and how the rising cost of oil-derived materials is forcing a price hike on PVC piping.

– EV smugness: While the rest of the country groans at $2.50+ fuel prices, Owen takes a literal victory lap in his Tesla.

– SpaceX IPO and to the moon: A rare glimmer of optimism. They discuss what SpaceX actually does, how it makes money, and why its listing could provide investors with the world’s most unique monopoly.

– The Falling Knife ETF: The crusade continues. They are still trying to get Drew’s Falling Knife ETF into production, and Marc Jocum from Global X takes them through what needs to happen to get it made.

– WiseTech and the $40 floor: Richard White is back in the headlines. With WiseTech (ASX: WTC) shares dipping below the $40 mark, they ask the hard question: will shareholders remain loyal to the founder now that the capital gains have evaporated?

– Postcards from Vietnam: Owen shares his recent trip to Vietnam and his observations of the ghost resorts.

– Listener questions: Keep them coming!

Resources for this episode

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Financial Planning

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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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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 volatile game. In this episode, Mark Jones from Resolution Capital explains why the real opportunity lies in the "picks and shovels" that power the modern world: Electricity Utilities.

Resources for this episode

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Rask Resources

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Financial Planning

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Access Show Notes

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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, with Owen on holiday in Vietnam, Mitchell Sneddon joins Drew Meredith to discuss:

– US–Iran conflict and what it means for oil prices, inflation and markets

– L1 Capital’s new gold listed investment company

– Hansen Corporation in the news and a look at the billing software providers prospects

– What has had a worse effect on markets to date, the Iran war or the SaaSpocalypse?

– How is Mitchell almost last in the Stock Genius game? Drew reviews his portfolio or AD8, TAH, EDV, DTEC and more.

– Would you invest in defence stocks? We look at the inflows for the major defence ETFs: DTEC, ARMR and DFND

– Are you keen to invest in Drew’s falling knife ETF? Expressions of interest open now!

If you love learning about investing, markets and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

Follow us on Instagram and TikTok for more investing insights.

Resources for this episode

Mitchell’s episode with Navigator Global Investments

Mitchell’s episode with Neuren Pharmaceuticals

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ETF investor? Go beyond ordinary with Global X: View all funds

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Rask Resources

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Financial Planning

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Access Show Notes

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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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Private credit is growing rapidly in Australia. Understanding how managers actually operate may matter more than the yield itself.

Resources for this episode

Buy Gemma’s book “The Money Reset”

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

Get 50% off your first two months using PocketSmith

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Rask resources

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Financial Planning

Invest with us

Access Show Notes

Ask a question

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Follow us on social media

Instagram: @rask.invest

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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, your hosts Owen Rask and Drew Meredith discuss:

– Why Drew invested in a Melbourne bar

– Rising distrust in superannuation

– Div 296 and SMSF strategy questions

– Retirement bucket strategies and FIRE investing

If you love learning about retirement planning and investing strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

Follow us on Instagram and TikTok for more investing insights.

Why Drew invested in a bar - Beneath Driver Lane

Drew explains:

– When the opportunity emerged (2018)

– The due diligence process

– Why having the operator with skin in the game mattered

– Surviving COVID

– Lessons from inflation and margin pressure

– Expansion to Baby Driver

Big takeaway:

Keep costs low. Avoid debt. Align incentives. Bootstrapping works.

Super distrust: what’s going on?

A recent survey showed:

– 58% of pre-retirees plan to withdraw super in lump sum

– One third considering high-risk assets (including crypto)

We discuss why disengagement with super leads to poor decisions and why understanding the structure matters more than fear.

Listener Question: $4m SMSF and Div 296

A listener who achieved FIRE at 39 asks:

– Should they sell down to avoid Div 296 impacts?

– Should growth sit outside super and income inside?

We explain:

– What Div 296 actually does

– Why average tax rate matters

– Why panic selling rarely helps

Bucket Strategy Explained

Yoda Best asks about bucket strategies.

We break down:

1. Short-term cash bucket (2 years expenses)

2. Medium-term income assets

3. Long-term growth bucket

Purpose:

Reduce emotional decision-making in retirement.

Hypotheticals

– If franking credits were abolished overnight

– If passive investing was banned

– If you could have lunch with any investor (living or dead)

Plus: Japanese ETF discussion and CGT property rules.

Topics Covered

– Private business investing lessons

– Super strategy and Div 296

– Retirement income planning

– Behavioural investing mistakes

Resources for This Episode

Super resources:

Super Checker Tool

Div 296 Webinar

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Visit TermPlus to learn more

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 Booking Holdings Ltd deep dive, we sit down with Alan Pullen from Magellan Investment Partners to analyse the evolution of a travel giant. From its origins as Priceline.com during the dot-com era to its transformative acquisition of Booking.com, we explore how the company’s shift from an agency model to a merchant model has reshaped its financial profile. We break down the "Connected Trip" strategy and examine how the integration of brands like Agoda and OpenTable creates a powerful network effect that continues to dominate the fragmented European and global hotel markets.

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OPPT

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In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:

– US–Iran conflict and what it means for oil prices, inflation and markets

– Magellan’s merger with Barrenjoey and what it means for investors

– Netflix stepping away from the Warner Bros deal

– Reporting season highlights: Block, Woolworths, Apple, NAB and more

If you love learning about investing, markets and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

Follow us on Instagram and TikTok for more investing insights.

Resources for this episode

Ask a question (select the Investors podcast)

Visit TermPlus to learn more

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, your host Owen Rask is joined by Luke Winchester, founder of Merewether Capital, to discuss:

LaserBond (ASX: LBL)

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