Andrew, Matt, and Claude chat US tariffs on Chinese EVs, Bapcor and the use of consultants, Perpetual's business, takeover of PSC Insurance Group and the insurance broking industry, as well as Beamtree. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:08 - Good News 7:51…

Andrew, Matt, and Claude discuss Druckenmiller's latest comments on AI and the US's soaring debt and deficit woes. As well as Macquarie Technology Group and sociological investing, plus some small cap news from: FINEOS, Aussie Broadband and PainChek. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSX…

Andrew, Matt, and Claude discuss low-quality cashed up businesses, plus they dive into quarterly season with: Articore Group formerly Redbubble, XRF Scientific, Chrysos Corporation and Dropsuite. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:07 - Good News 3:44 - Live…

Andrew and Matt cover the latest from DroneShield and their recent raise, the unfolding narrative at Cettire, Vitura's CEO resigning amidst an agreement dispute with Code4 Cannabis, plus insights into Mader's office culture, and Alcidion's latest quarterly. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/chann…

Andrew, Matt, and Claude chat Polynovo and Inoviq, which investors are worth following on the ASX. Plus, they delve into the latest updates from Cettire and contemplate the question of investment strategies amidst global turmoil. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g …

Andrew, Matt, and Claude discuss the latest developments from Smartpay, Weebit Nano, Cogstate, and Dicker Data. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:00 - Good News 7:35 - Smartpay Holdings (ASX: SMP) 16:36 - Weebit Nano (ASX: WBT) 26:12 - Cogstate (ASX: CGS) …

Andrew, Matt and Claude discuss Adrad Holdings, Vaclav Smil's latest paper and the implications for net zero, Dubber's CEO being issued a travel ban by ASIC, as well as some news from Xref and Cettire. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:13 - Good News 10:09…

Andrew and Matt chat ImExHs, companies accommodating to market demands, RPMGlobal, DCFs, the importance of being non-consensus and right and being generalist investors. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:08 - Good News 7:32 - Macro - inflation & deficits 10…

Andrew, Matt, and Claude chat the potential US TikTok ban, Claude AI and potential ways to play AI, as well as Bailador Technology Investments and TASK Group takeover for a 103% premium. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:02 - Good News 4:20 - Possible TikT…

Andrew, Matt, and Claude discuss your question on if quality companies are leaving the ASX, plus the latest from Dubber, Eroad's (ASX: ERD) dual CEO strategy, and Cleanspace Holdings. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:10 - Good News 4:46 - Your question: q…

Andrew, Matt, and Claude chat through the latest inflation print as well as the latest from Mcgrath, Objective Corporation, JB Hi-Fi and Close The Loop. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:06 - Good News 7:04 - Inflation 18:09 - Mcgrath (ASX: MEA) 22:33 - Ob…

Andrew, Matt, and Claude in a busy earnings season chat Stealth Group Holdings, Austco Healthcare, and XRF Scientific. As well as the Woolworths CEO retiring after his ABC interview walkout. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:10 - Good News 6:06 - Stealth G…

Andrew, Matt, and Claude answer your questions on uranium and Boss Energy, Ava Risk Group's recent announcement, plus Volpara and Ansarada being acquired. As well as a macro discussion covering inflation, interest rates and a potential Trump presidency. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/U…

Andrew, Matt, and Claude chat Nick Scali's latest results, Pureprofile, Adacel Technologies, Playside Studios. Plus Janison's latest contract win and dealing with the government as a customer. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:02 - Good News 2:20 - Nick Sc…

Matt, Claude and Andrew chat about Nanosonics, Keypath Education and Retail Food GroupBy BabyGiants

Matt and Andrew are back in this wide ranging discussion covering robotics, Appen's 99 problems, the lithium crash, surprising EV demand, and our outlook for 2024 Follow us on Twitter: @BabyGiantsPodBy BabyGiants

Andrew, Matt, and Claude discuss the product market fit for AI, foreign investment turning negative in China, their end of year predictions, plus Genex Power and ESG fund flows and ethical investing. As well as Dusk Group and retail investing more broadly. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channe…

Andrew, Matt, and Claude discuss their favourite Munger quotes, how to track capital raises, Vmoto and Rectifier Technologies, as well as small cap news from: Mesoblast, Supply Network, Atlas Pearls and HighCom (formerly XTEK). Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g --…

Andrew, Matt, and Claude chat economic indicators, retail and the lipstick effect (Lovisa, Step One, Baby Bunting), Altium's AGM, Vysarn, takeover activity (Namoi Cotton, Adore Beauty, & Ensurance). As well as Diverger, and the latest results from Playside and Smartpay. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.yout…

Andrew, Matt, and Claude go over Queensland's "solution" to the housing affordability crisis, the OpenAI and Sam Altman drama, as well as discussing Volpara's latest results, and touching briefly on Pro Medicus and Maxiparts. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----…

Andrew, Matt, and Claude discuss artificial intelligence and the latest enhancements in ChatGPT. As well as chatting Catapult Group, RPMGlobal, OFX Group (formerly OzForex) and the potential ramifications of Bitcoin, and finally DGL Group. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r…

Andrew, Matt, and Claude discuss Alcidion's cap raise, Whispir's bid and ASX takeovers, as well as answering your questions on Bapcor and HiTech Group, plus some macro views. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:50 - Good News 1:36 - Alcidion Group (ASX: ALC)…

If the market isn't scary enough, Andrew, Matt, and Claude in this Halloween special chat some spooky stock situations. As well as discussing 8Common, director loans, founder-led companies, Alcidion, Integrated Research and Iress, and retail businesses including Adore Beauty, Adairs, JB Hi-Fi, Nick Scali and Kogan. Follow us on Twitter: @BabyGiants…

Andrew, Matt, and Claude discuss the latest CPI figures, small-cap takeovers including Damstra, as well as news and thoughts on Whispir, Credit Clear, Credit Corp, Cettire and Ava Risk Group. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:38 - Good News 1:31 - CPI Figu…

Andrew, Matt, and Claude engage in a conversation covering a range of topics, including Howard Marks' latest memo, Livetiles, Jumbo Interactive, Xtek and the ongoing geopolitical turmoil, and Dropsuite's latest results. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:47…

Andrew, Matt and Claude engage in a lively conversation about AI developments and use cases. They also discuss Prophecy International and Chrysos, as well as some small cap news from RPMGlobal, Electro Optic Systems and Advance Zinctek. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4…

Andrew and Matt discuss progress with the metaverse, Michael Lewis defending SBF, Beforepay Group, your question about Enero Group, as well as Emvision Medical Devices, plus bond yields and the USD. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:40 - Good News - metave…

Andrew, Matt, and Claude discuss Australia's property market and how to fix it, plus Pro Medicus winning its largest contract to date, as well as Supply Network and Siteminder. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:36 - Good News 2:35 - Property 13:16 - Pro Me…

Andrew, Matt, and Claude discuss the latest developments in Beam Communications, and Resmed which has declined following weight loss drugs such as Ozempic. They also delve into the realm of small-cap takeovers, focusing on companies like Cirrus Networks, Eroad, IntelliHr, Infomedia, and Cogstate. Follow us on Twitter: @BabyGiantsPod Subscribe to ou…

Matt and Claude cover renewable player Genex Power, Jeremy Grantham's view on the market, super dominating the market and the opportunities that presents and whether there is a bubble in passive investing, a long with Medadvisor. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g …

Andrew, Matt and Claude chat Alan Joyce's departure from Qantas, and answer your question about investing resources, and finishing off by covering Step One Clothing, Dropsuite and LaserBond. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:06 - Good News 3:56 - Alan Joyc…

Andrew and Matt continue to tackle a busy earnings season with results and thoughts regarding Appen, Jumbo Interactive, Qantas Airways, DroneShield, Vitura Health, and AVA Risk Group. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:47 - Good News 5:22 - Appen (ASX: APX)…

Andrew and Matt chat companies results and thoughts from a busy earnings season including: Envirosuite, Objective Corporation, Audinate, Data#3, and ARB Corporation. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:53 - Good News 4:06 - Envirosuite (ASX: EVS) 12:08 - Obj…

Andrew and Matt discuss macro news from China, results from JB Hi-Fi, Nick Scali, Temple & Webster, Stealth Global and Pro Medicus. As well as Qoria reaching $100m in ARR, Kelly Partners undertaking a strategic review and Pointerra raising capital. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgH…

Andrew, Matt, and Claude discuss some interesting macro points from Commonwealth Bank's results and Charter Hall Long WALE REIT. Plus good news from Redbubble, Australian Ethical Investment & Ansarada. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:45 - Good News 5:15 …

Andrew, Matt, and Claude cover room-temperature superconductors and the potential implications, as well as news from Pointerra, Helloworld Travel, and DroneShield and aspirational targets. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:59 - Room-temperature superconduc…

Andrew, Matt, and Claude cover Archtis, Twitter changing to X, the dystopian Worldcoin and AI agents, latest results from Ava Risk Group, Catapult, and Volpara's changing metrics, as well as vacant office space. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:48 - Good …

Andrew, Matt, and Claude cover doomsday prepping and hedging, the age-old quandary of when to sell stocks, working from home, and small-cap good news featuring: Plenti Group, Vysarn, and Australian Ethical Investment. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:41 -…

Andrew, Matt, and Claude discuss your requests including: Qoria, Damstra Holdings, and Alcidion. Plus the lads chat Twitter vs Threads, and small-cap good news including: Volpara Health Technologies and Kip McGrath Education Centres. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0p…

Andrew, Matt, and Claude answer your questions including: biases (anchoring and confirmation), Latrobe Magnesium and pre-revenue companies, ikeGPS Group and PainChek. As well as small-cap good news ( Prophecy International, DroneShield, Dropsuite, Mach7 Technologies), and Andrew's dream of owning a donut van and property. Follow us on Twitter: @Bab…

Join Andrew, Matt, and Claude as they discuss Collins Foods, Wagner's Prigozhin Russian Coup, Twiggy Forrest's foray into hydrogen, catch some small cap good news (Bailador Technology Investments and SRG Global) as well as the the latest CPI figures and index inclusions featuring (McMillan Shakespeare Hansen Technologies, and Codan ). Follow us on …

Andrew, Matt, and Claude cover various topics, including the retail landscape (Best & Less, City Chic, Universal Store, Cettire, and Temple & Webster). They also delve into recession risk and immigration, Environmental Group, small-cap good news (Vysarn, Austco Healthcare, and EDU Holdings), and discuss Iress. Follow us on Twitter: @BabyGiantsPod S…

Andrew, Matt and Claude chat WebMD's acquisition of Limeade at a 325% premium, recapitalisations, LGI, and tax loss selling including: Envirosuite, Fiducian Group, and Advance Zinctek. Follow us on Twitter: @BabyGiantsPod ----- 0:53 - Good News 5:52 - Limeade (ASX: LME) acquired by WebMD at a 325% premium 21:08 - Recapitalisations 22:16 - Altium Li…

Andrew, Matt and Claude discuss Apple's new product the Vision Pro, the SEC suing Binance, EBOS Group and Sigma Healthcare's contract with Chemist Warehouse, and Volpara Health Technologies. Follow us on Twitter: @BabyGiantsPod ----- 0:39 - Good News 1:41 - Apple's Vision Pro 17:12 - SEC sues Binance 19:58 - EBOS Group (ASX: EBO) & Sigma Healthcare…

Andrew, Matt and Claude discuss housing supply and the risk of investing in construction companies, as well as talking about distribution companies (Dicker Data, Lindsay Australia, & DGL Group), Incitec Pivot, and the role of luck in investing. Follow us on Twitter: @BabyGiantsPod ----- 0:50 - Good News 3:35 - NVIDIA Corporation (NASDAQ: NVDA) 7:20…

Andrew, Matt and Claude discuss the US debt ceiling, Australia's BNPL regulation, as well as the latest results from Xero, Catapult, Eroad, and Webjet. Follow us on Twitter: @BabyGiantsPod ----- 0:42 - Good news 3:39 - US debt ceiling 5:30 - BNPL regulated 12:38 - Xero Limited (ASX: XRO) 26:29 - Catapult Group International Ltd (ASX: CAT) 36:04 - E…

Andrew, Matt and Claude chat self-driving taxis, Druckenmiller's latest speeches, inflation, the US debt ceiling, and the small-cap telco sector with Superloop, Aussie Broadband, and Symbio Holdings. Follow us on Twitter: @BabyGiantsPod ----- 0:41 - Good News 7:20 - Self-driving taxis 13:14 - Druckenmiller 29:15 - Positioning for the economic envir…

Andrew, Matt and Claude discuss the Australian budget, Berkshire Hathaway Annual meeting, Redbubble, SRG Global, Dicker Data, and Bubs Australia CEO and co-founder ousted by the board. Follow us on Twitter: @BabyGiantsPod ----- 0:39 - Good News 2:41 - Federal Budget 15:25 - Berkshire Meeting 26:37 - Redbubble (ASX: RBL) 37:45 - SRG Global (ASX: SRG…

Andrew, Matt and Claude cover a range of topics impacting the investment world. Starting with the upcoming Berkshire Hathaway Annual Meeting, the $1m Bitcoin bet conceded by Balaji. From there, they examine the importance of investing in reality as it is, not as it should be, and explore the ethics of investing amidst a vaping ban and the RBA rate …

Andrew and Matt discuss Auto-GPT, Weebit Nano, a potential commercial real estate crisis, Ava Risk Group, Australia's Defence Strategic Review, and ECB President Christine Lagarde's speech and central banks. Follow us on Twitter: @BabyGiantsPod ----- 0:51 - Good news 5:50 - Auto-GPT 19:00 - Weebit Nano Ltd (ASX: WBT) 29:05 - Commercial real estate …