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Australian Investors Podcast: Inflation vs. valuation, Nuix & putting a price on Tesla

The Australian Investors Podcast has a new co-host, Dr Anirban Mahanti of 7Investing! To kick things off, Owen & Anirban chat Nuix, Tesla, Bigtincan and more.

The Australian Investors Podcast has a new co-host, Dr Anirban Mahanti of 7Investing!

Anirban and I — Owen here — decided to come together and host a weekly chat about markets, stock ideas, strategies and more.

Going forward, each week all Australian Investors Podcast listeners will get:

  1. A long-form interview with a specialist: fund manager, analyst, CEO, or other experts
  2. A laid-back conversation with Anirban and myself

To kick things off, Owen and Anirban chat about what’s going on with inflation and what this means for valuations.

The duo also discuss the latest in the Nuix Limited (ASX: NXL) saga, putting a price on Tesla (NASDAQ: TSLA), and the semiconductor chip shortage.

Finally, the investors throw up two companies to put on your ASX watchlist: CleanSpace Holdings Ltd (ASX: CSX) and Bigtincan Holdings Ltd (ASX: BTH). Tune in below!

Recorded: Friday, July 2nd, 2021

Disclosure: At the time of recording, Rask Australia has recommended shares of Apple. Owen owns shares of Apple. Anirban owns shares of Apple and Tesla. Please refer to the 7investing.com website for a full list of Anirban’s research and disclosures. 


Like the show?

If you like the new format, say g’day to me on Twitter (@owenrask) or Instagram (@owenraskau). I’d like to get your suggestions for future episodes. 

***Join 7investing for just $7 for the first month – A “RASK” special***

If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.

To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I – Owen – like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon.

To join, simply apply the coupon RASK on the checkout page.

***Join Owen’s Rask Invest – A $100 off Owen’s ASX research for Investors Podcast listeners***

To get 6 months of Owen and the Rask analyst team’s ASX research, join Rask Invest.

Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights. 

Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia’s Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.

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Information warning: The information on this website is published by The Rask Group Pty Ltd (ABN: 36 622 810 995) is limited to factual information or (at most) general financial advice only. That means, the information and advice does not take into account your objectives, financial situation or needs. It is not specific to you, your needs, goals or objectives. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. Please read our Terms and Conditions and Financial Services Guide before using this website. The Rask Group Pty Ltd is a Corporate Authorised Representative (#1280930) of AFSL #383169.

Owen owns shares of Apple. Anirban owns shares of Apple and Tesla. Please review 7investing to get a full record of Anirban’s financial interests.
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