In this Australian Investors Podcast episode, Owen Rask sits down with Jason Kotchoff, founder of Stocklight, to unpack one of the hardest parts of investing: understanding how news actually moves share prices.
From ASX announcements and continuous disclosure to US SEC filings and the EDGAR system, this conversation explains how information reaches the market, why some updates send stocks higher, and why “good” news can still trigger a sell-off.
Owen and Jason walk through real examples including DroneShield, Megaport and NextDC, showing how price-sensitive announcements are flagged, how directors’ trades can shape investor sentiment, and why context matters more than headlines. They also compare Australia’s market structure with the United States, highlighting the difference between the ASX’s central role and the SEC’s rules-based system across many exchanges.
The episode also explores the investor information edge in 2026. Jason explains how tools like Stocklight can help investors track portfolios, filter the announcement firehose and stay tax-aware, while Owen presses the bigger question: can individual investors really keep up when professional firms and AI-powered tools are on the other side of the trade?
If you want a clearer framework for interpreting market news, company announcements and portfolio signals, this episode will help you understand what matters, what to ignore and how to think before you act.
