Rask Australia

In this week’s episode, Owen and Drew dive into the Kelly Partners share placement drama, explain what’s really driving interest rate expectations globally, and run a hands-on valuation for Tesla using TIKR. Plus, they review Platinum Asset Management’s merger news, discuss energy software company RPMGlobal, and give a light-hearted update on their fantasy portfolios.

PIMCO’s Kanish Chugh joins Owen Rask to explore the performance gap between active and passive fixed income, how active managers like PIMCO construct their portfolios, and why Aussie investors are rethinking their bond allocations.

Motley Fool Australia’s Ryan Newman joins the Australian Investors Podcast to share three stocks he personally owns, explain how he approaches valuations, reflect on key lessons from the COVID crash, and discuss whether AI can replace analysts in the future.