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

Australian Investors Podcast
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Podcast Overview
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
Language
🇺🇲
Publishing Since
7/26/2018
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Recent Episodes

September 22, 2026
Beyond big tech: Arelis Agosto on AI, data centres and robotics
What if some of the biggest opportunities in artificial intelligence sit beyond the obvious mega-cap technology names? In this episode of the Australian Investors Podcast, Owen Rask speaks with Arelis Agosto, Director of Research & Strategy at Global X, about thematic investing and the structural megatrends reshaping markets over the next 10 to 15 years. Arelis explains why the AI boom differs from the dot-com bubble, including the revenue growth already emerging across the ecosystem. They trace the expected $6.7 trillion AI infrastructure buildout through data centres, semiconductors, networking, cooling and energy, before exploring the supply constraints that could make copper, uranium and rare earths increasingly important. The conversation then moves to the application layer. Arelis outlines how AI could transform drug discovery, healthcare, cybersecurity, cloud computing, robotics, humanoids and autonomous vehicles. She also explains why rising electricity demand and grid investment may prove essential: without the power and infrastructure, the most exciting AI applications cannot become reality. Finally, Owen and Arelis discuss what thematic investing means for portfolio construction. With the top 10 companies representing about 40% of the S&P 500, many investors already have substantial exposure to dominant themes through broad-market funds. The challenge is identifying which complementary opportunities are underrepresented, while avoiding unnecessary concentration. This episode offers a practical framework for looking past the headlines, understanding where AI spending flows and investing through long-term change while staying comfortable with 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 – 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

September 20, 2026
Gold, Bitcoin and alternatives: Justin Lin on the portfolio sleeve investors misunderstand most - Ep 6: Portfolio Construction Series
Host Owen Rask interviews Justin Lin from Global X about misunderstood alternative investments like gold, Bitcoin, and commodities, revealing their true portfolio roles.

September 15, 2026
What not to do with ETFs: Marc Jocum on investing mistakes - Ep 5: Portfolio Construction Series
Host Owen Rask interviews ETF expert Marc Jocum, revealing common investing mistakes and how to construct a smarter ETF portfolio by focusing on fundamentals.
746 total episodes available with 336 transcripts
Recent guests on Australian Investors Podcast
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Justin Lin
Guest
Marc Jocum
Guest
Jon Stahl
Guest
James Phelan
Guest
Jess Leung
Guest
Drew Meredith
Guest
Andrew Parsons
Guest
Stephen Arnold
Guest
Billy Leung
Guest
Mark Jones
Guest
Jason Kotchoff
Guest
Owen Rask
Guest
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Frequently asked questions
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- What is Australian Investors Podcast?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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