Hosted by Adam (NovaWar) and Jeff (MaximusBlack), Technical Alpha aims to put our opinions on video games, movies, and tech out into the real world where people may judge us feverishly. If things aren't on fire, we're not trying hard enough!
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Technical Alpha Podcasts
The Talking Tuesdays Podcast is all about quantitative topics but mainly focused around quantitative finance, data science, machine learning, career development, and technical topics. Join me for some insight from a risk management professional on how the industry works and how to break in!
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Welcome to the Alpha Space podcast and here's what we do;Every week we tell you all the hot gist in the world of Web3 & crypto in plain English Secondly, we make you laugh so hard; that you might pee on yah pants 🤪Think of us like that your smart, no-bullshit friend, whispering sweet web3 gossips into your ear every weekend; hosted by tiffany ogwumike & irulo wisdom
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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
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The crypto narratives podcast brings thought leaders together in the crypto ecosystem to discuss trending narratives and the investment opportunities within. We interview a number of leading research analysts, crypto hedge funds and DeFi Founders and explore their thinking on a wide range of market developments. Hosted by huf, we explore the fundamental and technical stories that are developing that will likely exist for the months and years ahead. Don't miss the alpha.
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If you are a software developer or have watched silicon valley before, you'll likely be able to follow along and enjoy this jewel of greatness. Learn what devs love and hate, and more importantly what keeps them up at night. Be wary or weary for I will get a bit technical quickly with no apoligies or warnings. Mantra: Devs Just Wanna Have Fun
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The simplest way to understand the basics of Stock Market investing and trading, Cryptocurrency & Personal Finance. Happy profits ! I simply believe one thing in life which applies in the field of stock markets too : " If you are here to learn you will earn ; but if you are here to earn you will only learn." Let's learn stock market trading and investing and discuss the technical analysis of index and stocks and other news from the field of Finance and Economy.The shares price of hot picked ...
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"Rare Earth Advantage: Daily Edge for Institutional Capital" The definitive rare earth elements briefing for institutional allocators managing nine-figure portfolios. Every episode delivers critical market data, supply chain developments, and production capacity updates across neodymium, dysprosium, terbium, and praseodymium markets. What You Get: Real-time rare earth pricing intelligence and market movements Supply chain disruption analysis and geopolitical impact assessment Production capa ...
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Technical Alpha Episode 370 - Words Per Minute
2:03:01
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2:03:01Technical Alpha Episode 370 - Words Per Minute by Technical AlphaBy Technical Alpha
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4 micro cap ASX stocks for 2026: RHI, EZL, RDY & SRZ [Part 3/3]
40:12
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40:12In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about: – Red Hill Minerals (RHI): 11% yield and exposure to MIN’s Onslow Iron – Euroz Hartleys (EZL): WA broker with history of capital returns – ReadyTech (RDY): takeover target and still the cheapest ASX softw…
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4 small-cap ASX stocks with serious upside [Part 2/3]
43:47
43:47
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43:47In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about:– Symal (SYL): a newly listed boring business in the best way– Emeco (EHL): discounted to NTA and a potential takeover target– HMC Capital (HMC): 3 big issues, but plenty of hidden value– Qoria (QOR): cybe…
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Send us a text Diving into pure math, quantitative finance, and solving business problems with AI and LLMs. Cheikh Fall is a co-founder of Sabr Research and an MIT grad who is looking to solve many business problems with the advancements in AI. We discuss potential issues with AI, what hedge funds look for in quant researchers, and how to prepare a…
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4 ASX stocks to watch in 2026: REA, WTC, NXG & S32 [Part 1/3]
34:43
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34:43In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about:– Why REA Group (REA) could keep winning despite the noise– WiseTech Global (WTC): sticky, high-margin, misunderstood– NexGen Energy (NXG): exposure to the world’s best uranium asset?– South32 (S32): this …
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$10,000 portfolio finale, our best stocks of 2025, AI picks AI stock for AI theme & Deremith's
1:01:40
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1:01:40In this Australian Investors Podcast episode - your finale of the 2 Sense series for 2025 - your host Owen Rask is joined by Dr Andrew Deremith (AKA Drew Meredith) to: - Review 2025 - the year that was… filled with AI - Settle 2 BIG bets made on the show - Name their best stocks of 2025 - Name 1 stock pick for 2026 - Provide an overview of ways to …
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What does a day in the life of a product manager at S&P Dow Jones look like? Lots and lots of data. Rask’s Mitchell Sneddon sits down to talk with Jessica Tan who the the Principal of Fixed Income Indices at S&P Dow Jones Indices. Jessica breaks down the interesting differences between fixed income markets around the world and uses a bento box to d…
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Peter Phan from Castlereagh Equity - Mental Models [Throwback]
2:41:30
2:41:30
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2:41:30Peter Phan is the Portfolio Manager of Castlereagh Equity. Many Australian investors already know Peter from his time blogging and due to his activity on Twitter. This podcast is epic, unfiltered, barely edited and raw. I barely edited this audio file. It took place remotely, so the audio file is a little rough. Consider wearing your headphones. Yo…
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Technical Alpha Episode 370 - Words Per Minute
2:03:02
2:03:02
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2:03:02This week we talk about Netflix plans to acquire Warner Bros. ... and more!By Technical Alpha
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Gary Hui on shorting A2 Milk, why narratives lie & building deep research edge at Geometrica
51:27
51:27
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51:27In this Australian Investors Podcast episode, your host Mitchell Sneddon is joined by Gary Hui, portfolio manager at Geometrica Fund, a Sydney-based global long-short hedge fund.Gary doesn’t follow market narratives — he follows hard data. In this episode, Mitchell and Gary discuss:– Why narratives like founder-led businesses are often misleading– …
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Is the RBA hiking rates? Retirees chasing alpha, Collins Foods and a REIT deep dive
57:22
57:22
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57:22Inflation spiked to 3.8% in October, driven by higher electricity and food costs. Economist Warren Hogan is calling for the RBA to raise rates by at least 25 basis points - possibly 40bp to get the cash rate back to 4%. Is Dr Deremith's famous "it's a no" prediction about to be proven wrong? A first interest rate rise in more than two years could b…
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Technical Alpha Episode 369 - A Different Shade of Brown
1:47:11
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1:47:11This week we talk about literally too much random stuff to even count lmao ... and more!By Technical Alpha
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Inside Euphemia’s family office: Backing women-led, climate & fintech startups
1:02:42
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1:02:42In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Judy Anderson-Firth, CEO of Euphemia. Together they discuss the inside story of how one of Australia’s most progressive family offices invests with purpose—backing fintech, climate tech and women-led startups. Learn how Euphemia’s investment strategy works, the …
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How indices are built - a technical deep dive with Jason Ye
52:24
52:24
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52:24In this Australian Investors Podcast episode, your host Owen Rask speaks with Jason Ye, Director, Factors and Dividends, S&P Dow Jones Indices. Together they discuss:– How indices like the S&P 500 and ASX 200 are constructed– The logic and application of factor investing– Dividend indices and their use in Australian investing– The rise and role of …
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Alphabet (GOOG) is the real winner of AI - here's why
51:34
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51:34Alphabet (Google) is making its own chips. What kind? Why now? And could this make Alphabet - not NVIDIA - the ultimate winner in the AI race? In this Australian Investors Podcast episode, Owen Rask and Drew Meredith break down why Alphabet could be the big AI winner, dissect the ASX meltdown, and deliver a comprehensive fixed income masterclass.Wh…
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Technical Alpha Episode 368 - Stuffing and Cranberry Sauce
2:35:31
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2:35:31This week we talk about the pricing of the Steam Machine, the next Xbox's hopes, and more!By Technical Alpha
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Meb Faber on Quant Investing, Shareholder Yield ETFs & Building Cambria Funds
51:52
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51:52In this episode on the Australian Investors Podcast, Mitch chats with Meb Faber. Meb is a Californian-based fund manager with a suite of ETFs under his funds management banner, Cambria. His ETFs cover a wide range of asset classes and styles, from global value to cannabis. Before I knew Meb for his ETFs I knew him from his world-class podcast, The …
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Financial IQ vs EQ: How to master your money, with Karen Eley
30:47
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30:47In this Australian Investors Podcast episode, your host Owen Rask chats with money coach and former financial adviser Karen Eley about: – The difference between financial IQ and EQ – Why money behaviour matters more than knowledge – How to improve financial wellbeing with values and emotional awareness – Practical tools to build smarter financial h…
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Is diversification overrated? Why Alphabet wins? Should you invest 100% overseas?
59:38
59:38
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59:38Here's the uncomfortable truth: The ASX has delivered mediocre returns compared to US markets over the past decade. CBA and CSL - Australia's two biggest companies - are in freefall with a five-day market bloodbath. Banks and miners dominate our index. Meanwhile, rumours are swirling that Warren Buffett's Berkshire Hathaway has bought into Alphabet…
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The new monetary order, with PIMCO's Tony Crescenzi
58:48
58:48
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58:48In this Australian Investors Podcast episode, your host Owen Rask speaks with Tony Crescenzi, Executive Vice President and Market Strategist at PIMCO, to discuss: – Why defensiveness is PIMCO’s current strategy – The lessons from over four decades in markets – The concept of a new global monetary order – Where bonds fit for modern Australian invest…
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Why global REITs may be the most overlooked opportunity with Chris Bedingfield
51:34
51:34
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51:34In this Australian Investors Podcast episode, your host Owen Rask speaks with Chris Bedingfield of Quay Global Investors about: – Why real estate is an inefficient market – How replacement cost drives long-term property value – Why global REITs offer diversification Australian REITs can’t – Where today’s best opportunities lie across global propert…
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DroneShield plunges more than 20%, Flight Centre deep dive & answering your investing questions
43:12
43:12
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43:12Market darling DroneShield crashed 20% in early trade after founder and CEO Oleg Vornik dumped nearly 15 million shares worth $49.5 million. What does this insider selling signal for the stock's future?In this Australian Investors Podcast episode, Owen Rask and Drew Meredith dissect the DroneShield sell-off, then dive deep into Flight Centre shares…
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Technical Alpha Episode 367 - Gabe Cube
2:02:10
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2:02:10This week we talk about the Steam Machine, Xbox having to worry about the Steam Machine... and more!By Technical Alpha
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How to invest in private equity halfway through the funds life
46:00
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46:00In this Australian Investors Podcast episode, host Mitchell Sneddon is joined by Eric Foran from Coller Capital, one of the world’s largest and longest-standing investors in private equity secondaries.Mitch first visited the Coller Capital team in New York, and when he heard Eric was visiting Australia, he grabbed the chance to bring him on the sho…
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Shopify, YouTube, AI & Instagram: how to invest in digital businesses, ft Flippa CEO Blake Hutchison
44:54
44:54
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44:54In this Australian Investors Podcast episode, your host Owen Rask chats with Blake Hutchison, CEO of Flippa, about: – How Flippa became the world’s largest marketplace for digital businesses – Why investors are flocking to Shopify, YouTube, and AI-driven businesses – The infrastructure behind small business M&A in the digital age – What it takes to…
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Mike Kemp on AI investing, staying the course & buying into KFC [Throwback]
1:21:09
1:21:09
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1:21:09Michael "Mike" Kemp is a multiple-time author, super-successful private investor, former dentist, student of history and former analyst at Barefoot Investor. This podcast is the extended version of what's already appeared on The Australian Finance Podcast. It was also FILMED. In this special episode, Mike Kemp joins Owen Rask and Kate Campbell for …
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Technical Alpha Episode 366 - Very Premium
2:08:28
2:08:28
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2:08:28Technical Alpha Episode 366 - Very Premium by Technical AlphaBy Technical Alpha
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Technical Alpha Episode 366 - Very Premium
2:08:29
2:08:29
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2:08:29This week we talk about the next Xbox being very premium, Twitch failing Twitchcon, Love is Blind, Jeff's new appreciation for Love on the Spectrum and more!By Technical Alpha Podcast
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The best opportunity in 20 years? PIMCO's Rob Mead on bond investing, timing & market conditions
27:38
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27:38In this Australian Investors Podcast episode your host, Owen Rask, chats with PIMCO portfolio manager Rob Mead on how fixed income / bond investing works, why timing matters and reasons to invest right now. If you like ETF investing, bonds, passive income, managed funds, or the stock market in general, here's what you'll get: - Rob's lessons from 2…
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ETF foundations & are we in an ETF bubble?
37:26
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37:26In this Australian Investors Podcast episode, Owen Rask chats with Global X ETFs portfolio manager Jess Leung about the essentials of investing in ETFs, the risks of ETFs and how ETFs work. If you like ETF investing, or the stock market in general, here's what you'll get: - ETFs 101 - How ETFs work - The different parties involved: market makers, E…
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WiseTech raided, CSL tanks 16% & revealing our best stock on the market
59:18
59:18
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59:18Two former ASX darlings just had their worst day in years. WiseTech shares plunged 15.9% after the AFP raided offices over alleged insider trading by founder Richard White. CSL also crashed 15.9%, wiping out $40 billion in value over two months after downgrading earnings and shelving its vaccine spin-off. In this Australian Investors Podcast episod…
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Enough money for 3 generations: how the ultra wealthy manage money ft. Scott Carmichael
42:59
42:59
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42:59In this Australian Investors Podcast episode, your host Owen Rask chats with Scott Carmichael of Escala Partners about:– How wealthy families build and preserve wealth– The challenges of transferring wealth across generations– Investment strategies for newly exited business owners– Traits of successful families and the importance of governanceIf yo…
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AI in Hedge Funds and Asset Management - Michael Watson
1:07:01
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1:07:01Send us a text I had a blast taking to Michael Watson who is the founder and CEO of Hedgineer. "AI is the future. But not everyone is prepared for it. To effectively integrate AI into a company, it needs an organized, thorough, and secure inventory of data. Without one, every AI implementation remains incomplete because it only has access to a subs…
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How do I invest in food? Investing in Farm & Agriculture Technology with Tenacious Ventures
1:00:37
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1:00:37In this Australian Investors Podcast episode, your host Owen Rask chats with Sarah Nolet and Matthew Pryor: – How big Australia’s ag opportunity really is (55% of land mass in agriculture; ~$3.6t farmland; ~$100b farm-gate output; ~$16b profit) – Tenacious Ventures’ OCP framework for evaluating deals and portfolio construction (incl. 40/60 follow-o…
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Gold is plunging, Tesla's results, AI x 6 & global small cap ETFs
49:39
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49:39In this Australian Investors Podcast episode Owen Rask and Drew Meredith dive into the gold price collapse, Tesla's results and global small cap ETFs. If you like high growth investing, or stocks in general, you'll get the names and analysis of: - The gold price sell-off- Tesla's results- The launch of Tesla autopilot in Australia- The best way to …
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Inside NEU: The ASX pharma star with a long runway for growth
52:28
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52:28Jump back to 2021 and Neuren Pharmaceuticals Ltd (ASX: NEU) share price consistently traded around $1.50 and occasionally breached $2. Within three years it would hit a high of $25 a share. NEU received FDA approval for a drug called Trofenetide, a drug which treats a rare syndrome called Rett Syndrome. With a drug on the shelves in the US, NEU now…
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Physicist to Quant and AI - Igor Halperin
1:02:50
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1:02:50Send us a text Learn about financial AI expert, Igor Halperin's journey from the Soviet Union to physics and finally quantitative finance in the US. A great discussion on why many physists choose to go into quantitative finance, the positive and negative impacts of LLMs, and some perspectives on careers. Igor Halperin: https://www.linkedin.com/in/i…
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David Gardner, 6 traits to beat the market, rule breakers & legacy
1:21:41
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1:21:41In this Australian Investors Podcast episode, your host Owen Rask sits down with David Gardner (co-founder of The Motley Fool and author of Rule Breaker Investing) to discuss: – Beating the market vs indexing – The “lose to win” philosophy and position sizing – The six traits of rule-breaker companies – Conscious capitalism, purpose and culture If …
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In this episode we really got to deep dive into Pasta Capital's trading strategy. You'll learn: - A breakdown of recent LTF and HTF trades that he takes - How he structures his pair trades - What risk management principles he applies - Where he thinks we are in the cycle - Knowing which assets to trade, when and in which size. I really enjoyed this…
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Tesla, PME, WTC, Gold - Buy, Hold or SELL?
1:11:56
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1:11:56In this Australian Investors Podcast episode, Owen Rask and Drew Meredith dive into Tesla Inc (NASDAQ: TSLA), WiseTech Global Ltd (ASX:WTC) and Pro Medicus Ltd (ASX:PME) and whether, or not, it's time to buy. If you like high growth investing, or stocks in general, you'll get the names and analysis of: - Tesla - Pro Medicus - WiseTech - Gold ETFs (…
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Technical Alpha Episode 365 - Evergreen
1:28:53
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1:28:53This week we talk about content creator life, the ROG Xbox Ally, video game development, and more!By Technical Alpha
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Technical Alpha Episode 365 - Evergreen
1:28:54
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1:28:54This week we talk about content creator life, the ROG Xbox Ally, video game development, and more!By Technical Alpha
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Are 5% stock returns the new normal? Or are ASX shares about to crash? Valuations, income & growth investing, ft. Marc Jocum
44:34
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44:34In this Australian Investors Podcast episode, your host Owen Rask is joined by Marc Jocum to discuss: – Why ASX returns may not repeat the 13% long-run average – The role of income vs growth in portfolios – ETF strategies like A300, ZYAU and AYLD – Why valuations, CAPE ratios and global diversification matter If you love learning about valuations, …
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Joe Magyer on unit economics, seed VC and the AI reset
57:11
57:11
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57:11In this Australian Investors Podcast episode, your host Owen Rask talks with Joe Magyer about: – Why Joe launched Seaplane Ventures and the edge of a solo GP – Transitioning from public markets to early-stage venture – How to read unit economics and spot real network effects early – AI’s impact on venture and today’s warmer but selective market If …
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Fortescue (FMG) deep dive, geared ETFs (GGBL) & Drew's 4 bagger on gold
1:05:08
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1:05:08Are Fortescue Metals Group Ltd (ASX:FMG) shares worth the punt? In this Australian Investors Podcast episode, Owen Rask, Chief Investment Officer of Rask Invest, speaks with Drew Meredith, Director of Wattle Partners. If you invest in ETFs or stocks, you'll love this episode because the fellas answer questions on investment strategy, feature some o…
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Technical Alpha 362 - Legally Distinct Monster Training
1:08:17
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1:08:17This week we talk about Nintendo being Nintendo with their Virtual Boy, Xbox raising prices on their consoles again, Kojima with the double header PhysInt and OD Knock, SC2 Patches, and more!By Technical Alpha
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Technical Alpha 364 - Castle Crashers
1:52:34
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1:52:34This week we talk about Battlefield 6, Expedition 33 game of the year possibilities, WarCraft 3 for some reason, and more!By Technical Alpha
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