Drew Meredith and Mitchell Sneddon react to a 10% global market pullback, break down Trump’s new tariff moves, dive into Bapcor’s 30% share price crash, and talk through portfolio resilience, investor psychology, and listener questions on DRPs, super, and tactical rebalancing.

In this Australian Investors Podcast episode, your hosts Drew Meredith and Mitchell Sneddon discuss:

– Trump’s new round of tariffs and trade war risks

– How to manage portfolios in a falling market

– Bapcor’s 30% share price crash & turnaround potential

– Drew’s client strategy and Mitchell’s ETF reflections

Chapters (approximate)

(00:00) Introduction

(03:51) Tariffs and Market Reactions

(07:32) Wattle Portfolios General Exposure

(11:18) US Federal Reserve and Interest Rates

(13:59) Where Was Drew on July 2nd?

(15:45) NAB CEO Called Out

(20:44) WiseTech's New CEO

(24:14) Bapcor Stock Tanked

(30:40) Drew's Rejected Episode Ideas

(34:06) The Challenges of Active Management

(40:01) Our Favourite GYG Orders

(42:00) Thoughts on GYG

(45:39) Active vs. Passive Management

(52:21) Fake Portfolio Updates

(52:59) Rapid Fire Questions for Drew

If you love learning about long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

Follow us on Instagram and TikTok for more investing insights.

Topics Covered

– Trump’s tariffs on South Korea, India & Brazil: investor implications

– Waddle’s approach to portfolio risk, diversification & hedging

– Bapcor’s 30% crash: write-downs, Bunnings competition & a turnaround series idea

– NAB CEO wine-gate and executive behaviour in the age of scrutiny

– WiseTech’s unusual CEO transition & governance flags

– Listener Q&A: DRPs, ETF allocation, and rebalancing winners vs losers

– Guzman y Gomez analysis: growth vs valuation, is it too spicy?

– Magellan & falling knives: what Mitchell & Drew regret buying

– Portfolio leaderboard update & Drew’s bagel-based spice test

Resources for This Episode

– Nobody's Fool by Harlan Coben

– Ask a question – just select the Investors Podcast

~~ 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

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In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Tim Carleton, founder and Chief Investment Officer at Auscap Asset Management, to discuss:

– Auscap’s high-conviction approach to investing

– What makes a business “high quality” (and worth holding long-term)

– Risk management insights from Macquarie and Goldman Sachs

– Why valuation discipline and business quality matter more than ever

– The logic behind Auscap’s top investments including ResMed, REA, and Nick Scali

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

– Tim’s investing origin story: from punting at uni to Macquarie & Goldmans

– Auscap’s focus on the top 70–80 companies in the market

– Why competitive advantage and ROE drive long-term returns

– Position sizing, portfolio construction & trimming winners

– The ResMed GLP-1 panic and contrarian investing

– Lessons from cycles in mining and banking stocks

– How to think about risk, valuation, and business quality

– Advice Tim gives to students at Sydney Uni

Resources for this episode

– Auscap Asset Management

~~ 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

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In this Australian Investors Podcast episode, Owen Rask is joined by Ryan Newman, Director of Research at The Motley Fool Australia, to discuss three ASX companies with exciting growth potential. They explore:

– How Ryan finds great companies

– What makes ResMed a global health leader

– Why GenTrack is disrupting utilities and airports

– How Pinnacle structures its boutique funds for success

If you enjoyed this chat about ASX growth shares, be sure to subscribe on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts for weekly investing insights!

– ⁠Subscribe on Apple⁠

– ⁠Subscribe on Spotify⁠

– ⁠Subscribe on YouTube⁠

– ⁠Follow us on Instagram⁠

– ⁠Follow us on TikTok⁠

Topics Covered

– Why Ryan Newman loves stock investing

Resources for this episode

⁠Ask a question (select the Investors podcast)⁠

~~ Rask resources ~~

📲 Follow us on social media:

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 unsure, 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 Mitchell Sneddon speaks with Greg Dean, founder and Chief Investment Officer of Langdon Equity Partners, a global small cap fund manager based in Canada.

Together, they discuss:

– The emotional weight of receiving a financial legacy

– How to manage family dynamics and partner expectations

– What to do first (hint: it’s not investing!)

– How to seek the right advice and build a trusted team

– What happens if you're not expecting an inheritance

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

Follow us on Instagram and TikTok for more investing insights.

Topics Covered

– Why global small caps remain overlooked — and why that’s an edge

– How Langdon defines and finds compounders

– The “trust but verify” investment philosophy

– Langdon’s investment team structure & culture

– How to assess management teams and competitive advantage

– Real examples of stock misses, wins & lessons learned

– Final thoughts on patience, ownership, and what drives Greg personally

Resources for This Episode

– Learn more about Langdon Equity Partners

~~ 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

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 In this Australian Investors Podcast episode, Owen Rask breaks down how to invest in artificial intelligence (AI) using ETFs.

With AI transforming everything from your workplace to your portfolio, this episode covers:

– How AI could add $16 trillion to the global economy

– Which ETFs give you exposure to AI megatrends

– The difference between core and satellite ETF strategies

– Risks to be aware of when investing in AI-focused funds

If you like this Australian Investors Podcast episode on AI investing, you'll love our series. Don't forget to subscribe for weekly shows on ⁠Apple⁠, ⁠Spotify⁠, ⁠YouTube⁠, or wherever you get your podcasts!

Follow us on ⁠Instagram⁠ and ⁠TikTok⁠ for more investing insights.

Topics Covered

– Why AI is a massive opportunity for investors

– Understanding NVIDIA and the rise of AI hardware

– How ETFs provide diversified exposure to AI

– NDQ ETF (Nasdaq 100 – includes Microsoft, Nvidia, Google)

– FAANG ETF (Top 10 tech giants: Facebook, Apple, Amazon…)

– ATEC ETF (Aussie tech companies using AI)

– GXAI & AINF ETFs (Global AI infrastructure and software)

– The role of cybersecurity via HACK ETF

– Core vs. Satellite ETF strategy

– What to look for in ETF fees and risks (MERs, currency risk, tax changes)

– Why staying diversified is the key to long-term success

– Using ETFs to blend AI exposure with stability

Resources for this episode

📄 Learn more about AI and ETF investing:

⁠NDQ – BetaShares Nasdaq 100 ETF⁠ ⁠FAANG – Global X FAANG+ ETF⁠

⁠ATEC – BetaShares Australian Technology ETF⁠

⁠GXAI – Global X Artificial Intelligence ETF⁠ ⁠HACK – BetaShares Global Cybersecurity ETF⁠

~~ Show partner resources ~~

💰 Join Pearler using code “RASK” for $15 of Pearler Credit -⁠ https://bit.ly/Pearler⁠

📊 Get 50% off your first two months using PocketSmith -⁠ https://bit.ly/R-PocketSmith⁠

📈 View Betashares full range of funds -⁠ https://bit.ly/beta-25⁠

~~ Rask resources ~~

🔗 Explore all Rask services -⁠ https://bit.ly/R-services⁠

📋 Learn about Rask 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. Because of that, you should consider if the information is appropriate to you and your needs before acting on it.

If you’re unsure, 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 Luke Laretive discuss:

– Why Luke refuses to buy investment property

– Pro Medicus (ASX: PME) and why it's not in Seneca’s portfolio

– Luke’s small cap process and how it delivers outperformance

– How big the Seneca fund can grow and when it might close

Chapters (approximate)

(0:00) Introduction

(02:28) NVIDIA or Pro Medicus?

(07:27) Is Investing with Luke the Top of the Market?

(11:30) How Big Can Your Fund Get Before Soft Closing?

(14:10) Active Vs. Small Caps: 20 Years of Data

(16:15) Thoughts on Kelly Partners

(22:13) City Chic ASX:CCX

(23:36) Property Market or Share Market?

(27:22) Thoughts on Fortescue

(29:34) PlaySide Studios ASX:PLY

(37:20) Our Fake Portfolios Update

(39:15) How to Make the Most Money Possible

(44:57) Luke's Favourite Companies

(47:42) Small Companies Fund

If you love learning about small caps and active investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

Follow us on Instagram and TikTok for more investing insights.

Topics Covered

– Pro Medicus (ASX: PME) vs NVIDIA: Efficient markets and priced-for-perfection concerns

– The Seneca investment process & portfolio management principles

– Kelly Partners (ASX: KPG) & why Luke avoids debt-fuelled roll-ups

– Fund sizing: when Luke would soft or hard close Seneca

– The long-term edge of small caps & why the cycle still has legs

– Shares vs property: Luke’s strong opinion and logic

~~ 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

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

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In this Australian Investors Podcast episode, your hosts Mitch and Mark Jones (Resolution Capital) discuss:

– Mark’s journey from Canberra to Goldman Sachs to Resolution Capital

– What makes infrastructure investing so compelling today

– Why electricity demand is inflecting higher globally

– How airports like AENA and toll roads in Germany could drive investor returns

If you love learning about infrastructure, income investing, and megatrends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

Follow us on Instagram and TikTok for more investing insights.

– Mark’s investing origin story and early career at NAB & Goldman Sachs

– Why infrastructure is predictable, nuanced and shareholder-friendly

– How Resolution Capital’s multi-portfolio manager model works

– Megatrends driving infrastructure demand: electrification, AI, and reshoring

– Airport investing: AENA vs Auckland, and what “social licence” really means

– Toll roads and Germany’s €500B infrastructure stimulus

– Yield, valuation and total return targets in RIIF ETF

– Mark’s biggest investing lesson (Google’s IPO!) and advice to his younger self

~~ 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 #Infrastructure #AustralianInvestorsPodcast #RIIF #ResolutionCapital #ETF

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In this Australian Investors Podcast episode, Jordan Kidis and Danil Goloubev of Grey Space Advisory discuss their essential tax strategies. These strategies are tailored for those businesses turning over $500k-$2m, and how to sustain a healthy business growth. 

This episode was originally featured on the Australian Business Podcast.

Topics covered today:

– Best Business Structures Now and in the Future

– Liability protections

– Expense Method Comparison

– Optimising Superannuation

– The Instant Asset Write-Off Scheme

Resources mentioned in this episode:

– Free community

– Join our Q&A in March

– Ask a question (select the Investors or Business podcast)

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

#business #motivation

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

– Kelly Partners’ controversial share placement without disclosure

– Interest rate expectations in Australia, the US and Europe

– A hands-on Tesla valuation (with a lot of laughs)

– Platinum Asset Management’s surprise merger

If you love learning about company analysis, valuations and global investing trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

Follow us on Instagram and TikTok for more investing insights.

Chapters (approximate)

00:00 Introduction

00:56 Kelly Partners: Buy, Hold, Sell?

02:52 Share Placement Without Shareholder Approval

07:18 Interest Rate Decision

11:28 Fake Porfolio Updates

19:07 Buffett's 3 Biggest Shareholdings

21:55 Crypto: Buy, Hold, Sell?

27:22 Origin Energy, Octopus & Kraken

31:36 Australian Office Leases

39:43 Platinum & L1 Binding Merger Terms

41:45 Rapid Fire: Buy, Hold, Sell?

48:00 MCGG Down 15%

53:05 Where To Invest My Money Short Term?

54:19 Low-Cost SMSFs: What’s the Catch?

59:49 Equity Mates Acquired

01:01:09 Drew's Dad Joke

Topics Covered

– Kelly Partners’ undisclosed share issuance and what Section 6D.2 really means

– Where interest rates are heading globally & the RBA’s next moves

– Tesla valuation: is 100x PE crazy or justified for Elon’s empire?

– Platinum Asset Management’s merger with L1 Capital: good, bad, or desperate?

– Bonus: Origin, Energy One & Drew’s real estate incentive breakdown

Resources for This Episode

~~ 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

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In this Australian Investors Podcast episode, your hosts Owen Rask and Kanish Chugh from PIMCO discuss part 1/2 on active income vs passive income:

– Why passive bond ETFs may underperform in volatile markets

– What active fixed income managers do differently

– How PIMCO builds its bond portfolios and manages risk

– Why Aussie investors are shifting towards active fixed income strategies

If you love learning about fixed income, bonds and investing strategies, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!**

Follow us on Instagram and TikTok for more investing insights.

– The flaws in fixed income indices and why passive may be suboptimal

– PIMCO’s approach to security selection and credit analysis

– SPIVA data showing active outperformance in fixed income

– How active bond funds manage risk, duration and credit exposure

– Why Aussie investors should look beyond passive bond ETFs

– How to evaluate a fixed income fund manager

📄 Learn more about fixed income strategies:

– Check out PIMCO's bond ETF PAUS:

https://www.pimco.com/au/en/investments/etf/pimco-australian-bond-fund/ausetf-aud

– See PIMCO's Global Bond Fund:

https://www.pimco.com/au/en/investments/managed-fund/pimco-global-bond-fund/wholesale-aud

– Find PIMCO's Income Fund:

https://www.pimco.com/au/en/investments/managed-fund/pimco-income-fund/wholesale-aud

– Learn with our FREE Value Investor Program:

https://education.rask.com.au/cart/?add-to-cart=44163

~~ 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

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.

Topics CoveredResources for This EpisodeDISCLAIMER

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