
Australian Investors Podcast
Rask
The Australian Investors Podcast is a bi-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. | | ** Join The Intelligent Investor & save ** This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Join today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIP Free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP || Download the free Investing in Gold report from Rush Gold: https://bit.ly/r-gold || *** GET OWEN'S ANALYST RESEARCH & TRAINING ** http://bit.ly/aip-discount || SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-investors-podcast/
Categories: Business
Listen to the last episode:
Joe Magyer is the founder of Seaplane Ventures, an early-stage venture capital firm based out of Austin, Texas. Previously, Joe was the co-founder and Chief Investment Officer of Lakehouse Capital in Sydney, and Director of Research at The Motley Fool Australia. He also ran one of the USA's most successful investing newsletters, Inside Value. In this conversation with Owen Rask on The Australian Investors Podcast, Joe shares his journey taking the leap across oceans and asset classes, from global equities to early-stage venture capital -- during a rising interest rate environment! Please note: this is a very casual conversation between Joe and Owen and is an open-ended exploration of private versus public markets, backing founders, similarities and differences in markets, and more. ~~ Resources ~~ Seaplane Ventures website: https://www.seaplaneventures.com/ Joe Magyer interview 1 (Mar 2019): launching Lakehouse & investing in SaaS: https://www.youtube.com/watch?v=5uwk2pkMrqQ&t=0s Joe Magyer interview 2 (2022) "Playing To Win": https://www.youtube.com/watch?v=43zpRl9VdjY Joe Magyer on Twitter: https://twitter.com/magyer ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst Make Owen smile 😊 If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ~~ Our amazing partners ~~ Download the free Investing in Gold report from Rush Gold: https://bit.ly/r-gold J.P. Morgan Asset Management The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Trade ASX, US & HK stocks for just $9.50! The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealth 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
Previous episodes
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536 - Everything venture capital with Joe Magyer, CFA of Seaplane Ventures Wed, 31 May 2023
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535 - LIVE from ASA: Perpetual's James Holt on 3 companies to benefit from decarbonisation & the most impressive business models Tue, 30 May 2023
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534 - LIVE from ASA: private debt and lessons from decades in markets, ft. Angus Gluskie, Andrew Lockhart & Dania Zinurova Mon, 29 May 2023
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533 - Cathie Wood's $2,000 price target on Tesla, is 52 too old to start investing, NVIDIA and Universal Store (UNI) report Fri, 26 May 2023
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532 - Tim Lincoln: PhD-level quant rules, numbers don't lie and will GPT take our edge? Wed, 24 May 2023
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531 - Aussie property to crash in 2023? What the rental crisis actually means, and is debt recycling bad? Ft. Chris Bates, founder of Blusk Mon, 22 May 2023
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530 - Xero reports, Elon in La La Land, Dicker Data, SMAs or funds & Betashares goes BGBL Fri, 19 May 2023
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529 - Andrew Page: My thesis on Bitcoin, ASX small cap volatility and the rise of Strawman [LIVE at ASA] Wed, 17 May 2023
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528 - How we built a $1 billion start-up and how I lead: Judo Bank (ASX:JDO) CEO Joseph Healy on life, sacrifice and leadership [Part 2/2] Mon, 15 May 2023
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527 - CMC Markets to Selfwealth, a $500k Ferrari with cash or debt, budget winners, QUAL in the core & more Fri, 12 May 2023
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526 - Measure twice and cut once: Judo Bank co-founder David Hornery on Project Greengate, founders in their 50s & acting on your idea [Part 1/2] (CROSS POST) Wed, 10 May 2023
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525 - 🚀 Ron Shamgar on EML, AFR & social media scrutiny, the upside and downside of ASX small companies Mon, 08 May 2023
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524 - Xero's latent pricing power, Harvey Norman is a REIT in retail clothing, debt recycling & HELP (debt)! Fri, 05 May 2023
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523 - Why we own LVMH: Aoris’ Stephen Arnold makes the case for a global luxury stalwart [part 2/2] Wed, 03 May 2023
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522 - Why we own Costco (NYSE: COST): Aoris’ Stephen Arnold on why it pays to do the right thing Mon, 01 May 2023
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521 - "I META online", good small cap funds, too much Super, MSFT is a beast, Aussie Super or SMSF & help, my DRP is lost! Fri, 28 Apr 2023
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520 - Metals & decarbonisation, a copper future and ways to play it, ft. Global X's Blair Hannon Wed, 26 Apr 2023
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519 - Unconventional ASX share research, 0% management fees, neutralising bad behaviour and building my high conviction portfolio, ft. Michael Goldberg Mon, 24 Apr 2023
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518 - Why Drew sold Magellan (ASX:MFG), an $800,000 inheritance, "leave RBA alone!", sell GGUS & minimising income tax Fri, 21 Apr 2023
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517 - How to research a property fund, direct property versus REITs & an exploration of all things commercial property Wed, 19 Apr 2023
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516 - Washington H. Soul Pattinson's (ASX:SOL) unshakable advantage, with CEO Todd Barlow Mon, 17 Apr 2023
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515 - 3-5 best Core ETFs, VHY & VAS together?, WTF is with share registries, and taking the leap into a side hustle at 45 Fri, 14 Apr 2023
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514 - 200 hours per stock: this could be the best investment process I've come across... ft. Anthony Doyle Wed, 12 Apr 2023
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513 - 2 undervalued ASX mid-caps no-one else is talking about: AUB & AFG Mon, 10 Apr 2023
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512 - ETFs are "old fashioned crap", good sex in a bear market, "don't f--- it up" & 2 stocks to own for 20 years | 2 Sense with Owen Rask & Drew Meredith Fri, 07 Apr 2023
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511 - Behavioural finance deep dive, dealing with uncertainty and risk taking, ft. Simon Russell Mon, 03 Apr 2023
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510 - The Soul Patts (ASX:SOL) moat 🏰, Drew ❤️ Telstra (TLS) shares, writings options on ETFs and "trust me, men were Lululemon too" Fri, 31 Mar 2023
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509 - Robert Swift on EQ versus IQ, measuring risk, global opportunities and macro themes Wed, 29 Mar 2023
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508 - Morningstar's wide moats, gold star managed funds and the global research process, with Mark Lamonica Mon, 27 Mar 2023
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507 - Plato's Income Maximiser, why Owen wants to buy into private businesses, Deutsche, "advisers" giving advice on Dubber, $1.27m of insurance & more Fri, 24 Mar 2023
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506 - Listed Investment Companies (LICs) ☀️ Everything you need to know about LICs 👅 Wed, 22 Mar 2023
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505 - Are coal stocks dead in 2023? Seneca's Luke Laretive on coal types and the outlook for energy prices Mon, 20 Mar 2023
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504 - "RATES ARE GOING DOWN!" - Andrew Deremyth, SVB explained, FANG+, GPT4, income from stocks & lithium stocks Fri, 17 Mar 2023
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503 - Is the worst over for property prices and ASX shares? Kerry Craig's latest views on the macro and the markets Thu, 16 Mar 2023
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502 - Matthew Haupt on SVB's collapse, top-down, bottom-up, options carry, bond curves, and a typical day for a macro-minded fund manager [⚠️ advanced listener episode] Wed, 15 Mar 2023
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501 - Superannuation ☀️ Everything you need to know about Superannuation Mon, 13 Mar 2023
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500 - Xero = good? "Owen was dead wrong about WiseTech shares", VBND, RBA peak rates, women in finance, VDHG as a core & more Fri, 10 Mar 2023
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499 - Deep dive on Visa (NYSE:V) & Mastercard (NYSE:MA) stock, the truth of quality investing, risk & compounding, with Magellan's Elisa Di Marco Wed, 08 Mar 2023
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498 - ETFs ☀️ Everything you need to know about ETFs Mon, 06 Mar 2023
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497 - Finance bros, a 4-stock portfolio, WAM performance, QUB, property prices, Super tax & reporting season recap Fri, 03 Mar 2023
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496 - ING Groep, Universal Music, MA, Visa, Moody's, S&P Global: Nathan Bell, CFA what makes great companies incredible Wed, 01 Mar 2023
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495 - The ASX's best business models, most over-rated investing books and partnering with the ASA ft. Leigh Gant Mon, 27 Feb 2023
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494 - WOW! Results from Woolies, BHP & Zip; how to hunt massive multibaggers on the ASX, and is 5% yield good? Fri, 24 Feb 2023
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493 - ETF bubble? Peter Lynch & Michael Burry were dead wrong about ETFs. Here's why. ft. Betashares' Cameron Gleeson Wed, 22 Feb 2023
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492 - Index funds ☀️ Everything you need to know about index funds Mon, 20 Feb 2023
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491 - Better buy: CBA or Wesfarmers? HBRD sold, cash or invest, disruptors, and is a private lunch a bad idea? Ft. Evan Lucas Fri, 17 Feb 2023
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490 - SMSFs: What's all the fuss about? Are they worth it? How much do I need? Incoming CEO Peter Burgess explains Wed, 15 Feb 2023
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489 - Managed funds ☀️ Everything you need to know about managed funds [Summer Series] Mon, 13 Feb 2023
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488 - Will Dubber (ASX:DUB) go bust, MQG & BLD report, Superhero or Superzero? Plus, economic expert Andrew Deremith makes predictions Fri, 10 Feb 2023
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487 - 3 ASX Dividend Shares with Kate Campbell and Drew Meredith Wed, 08 Feb 2023