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Inside the SpaceX IPO, oil prices crash Reece (ASX:REH) & how to build an ETF

2.6K views· 30 likes· 61:03· Mar 27, 2026

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In this week's "2 Sense" episode, Owen and Mitchell lean into the chaos of the current market. From the geopolitical ripples of the Iran conflict to the surprisingly high cost of plastic piping, we’re tracing the "butterfly effect" of oil through the ASX. Plus, Owen returns from Vietnam with some eerie travel tales, and we check in on the ever-evolving saga of Richard White and WiseTech. Inside this episode: - The Global Oil Squeeze: With the war in Iran showing no signs of de-escalating, we look at the unintended consequences. It's not just at the bowser; we dive into Reece Ltd (ASX: REH) and how the rising cost of oil-derived materials is forcing a price hike on PVC piping. - EV Smugness: While the rest of the country groans at $2.50+ fuel prices, Owen takes a literal victory lap in his Tesla. - SpaceX IPO & To The Moon: A rare glimmer of optimism! We discuss what SpaceX actually does, how it makes money and it's listing will provide investors with the worlds most unique monopoly. - The Falling Knife ETF: Our crusade continues! We’re still trying to get Drew’s "Falling Knife ETF" into production. Marc Jocum from Global X takes us through what we need to do to get it made. - WiseTech & The $40 Floor: Richard White is back in the headlines. With WiseTech (ASX: WTC) shares dipping below the $40 mark, we ask the hard question: will shareholders remain loyal to the founder now the capital gains have evaporated? - Postcards from Vietnam: Owen shares his recent trip to Vietnam and his observations of the "ghost resorts". - Listener Questions: Keep 'em coming! Resources for this episode Ask a question (select the Investors podcast): https://bit.ly/R-quest Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds [https://www.globalxetfs.com.au](https://www.globalxetfs.com.au/) Visit TermPlus to learn more https://termplus.com.au/?utm_source=rask&utm_medium=podcast&utm_campaign=investors&utm_term=general&utm_content=youtube_description Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest We love feedback! https://raskau.typeform.com/to/ZbfHy6IP Follow us on social media: Instagram: https://www.instagram.com/rask.invest TikTok: https://www.tiktok.com/@rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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