Best Jan Gruber Podcasts (2024)

1
2024 ASX opportunities, investing alongside wealthy families, smart beta | 10 Jan 2024 59:43

10M ago59:43

59:43

Season 2, Episode 15 In this week's Wealth of Experience podcast, we have Peter Warnes on ASX opportunities for 2024, East 72's Andrew Brown on why he likes owners with 'skin in the game', including English soccer giant, Manchester United, and VanEck's Jamie Hannah explains the increasing popularity of smart beta ETFs and funds.…

1
US recession risks, a simple wealth-creating strategy, Warnes' 2024 outlook | 13 Dec 2023 1:19:55

11M ago1:19:55

1:19:55

Season 2, Episode 14 Richard Rauch, Investment Director at Brandywine Global, gives a fascinating tour of the global economic landscape. He says economic normalisation post Covid is almost done, the inflation scare is over and there's even the possibility of deflation happening in the US in future. Rauch believes that as the economic cycle extends,…

1
Commercial property fallen angels, PE update, Bullock's hawkish ways | 29 Nov 2023 55:32

12M ago55:32

55:32

Season 2, Episode 13 After a glorious decade, private assets are being tested by a higher interest rate environment. Commercial property is at the forefront of that, and Steven Bennett, CEO of Direct Property at Charter Hall, joins us to talk through the challenges that he's facing as well as the opportunities going forward. Another area of private…

1
Airlie's Matt Williams, digital gold, and Warnes on investor complacency | 15 Nov 2023 1:05:17

1y ago1:05:17

1:05:17

Season 2, Episode 12 Special guest Matt Williams, Head of Australian Equities at Airlie Funds Management, explains the investment approach that's resulted in his firm having market-leading returns. And he details recent investments, including in two 'fallen angels', ResMed and Orora. Our other special guest is Joe Cavatoni, Market Strategist at the…

1
UniSuper's John Pearce, today's GFC echoes, LICs update | 1 Nov 2023 49:39

1y ago49:39

49:39

Season 2, Episode 11 Special guest John Pearce, Chief Investment Officer at UniSuper, explains why the 60/40 portfolio is far from dead, that governments not central banks are to blame for the recent inflationary spiral, why history is a dangerous guide to the future, and how UniSuper has recently invested heavily in the downtrodden US banking sect…

1
Trading vs boredom, tax-free super, 2024 global recession? | 18 Oct 2023 35:04

1y ago35:04

35:04

Season 2, Episode 10 James Gruber looks at how investors are saturated with market commentary: overweight this, underweight that, or ride this long-term theme. The hardest thing is often too resist all of that and do nothing. Yet this may be the best way to build wealth in a simple, systematic way. Firstlinks’ Managing Editor, Graham Hand, also joi…

1
Noel Whittaker on retirement, more LICs should close, bond carnage implications | 4 Oct 2023 55:00

1y ago55:00

55:00

Season 2, Episode 9 Special guest Noel Whittaker, best-selling author and personal finance guru, offers his key tips for making the most of your retirement. He discusses the mistakes that people make with SMSFs, why super remains a good vehicle for retirees, how estate planning is a "minefield", and the financial traps to avoid with aged care. Firs…

1
Boost dividend income, free investing, managing stars | 20 Sep 2023 1:01:40

1y ago1:01:40

1:01:40

Season 2, Episode 8 Special guest Rudi Minbatiwala, Head of Equity Income at First Sentier, explains why he thinks buying high-yield, dividend-paying stocks is a flawed way to get consistent income from the ASX. He reckons there are better strategies , which he runs through today. For a different perspective on the investment world, our other speci…

1
Money manager lessons, Labor's next tax targets, reporting season wrap | 6 Sep 2023 59:20

1y ago59:20

59:20

In this week's episode, we welcome special guest, Ophir Asset Management Founder and Senior Portfolio Manager, Andrew Mitchell. Recently, Ophir celebrated the 10-year anniversary of its Opportunities Fund, which has returned more than 21% since inception. Andrew shares the lessons learned running the fund, the key rules of investing, some of the fu…

1
Value amid China rubble, longevity and returns, CBA result read-through | 23 Aug 2023 1:04:03

1y ago1:04:03

1:04:03

In this week's episode, we welcome special guest, Platinum Asset Management CEO, Andrew Clifford. There are few countries more hated by investors than China and that's piqued Andrew's interest. He sees opportunities in stocks with major tailwinds such as the world's leading EV battery maker and the 'UPS of China', as well as deep value in much mali…

1
Super funds' BIG problem & retiree fears of running out of money | 9 Aug 2023 53:34

1+ y ago53:34

53:34

In this week's episode, we welcome special guest, John Abernethy. John is the Founder and Chairman of Clime Investment Management. He's seemingly done it all across 40-plus years in investing, from managing multi-asset portfolios, to venture capital, and now overseeing a sizeable investment portfolio and financial advice business. John tells us tha…

1
Commercial property opportunities, interest rate outlook, home ownership vs super | 26 Jul 2023 58:45

1+ y ago58:45

58:45

In this week's episode, we cover the hot topic of real estate. Our special guest is global listed property expert, Andrew Parsons of Resolution Capital, who's turned from sector bear to optimist. As the market marks down the sector, Andrew sees contrarian opportunities opening up, especially in retail property. Meanwhile, Firstlinks' Graham Hand di…

1
ETFs vs managed funds, market outlook, Peter Thornhill on building income for life | 12 Jul 2023 1:03:39

1+ y ago1:03:39

1:03:39

In this week's episode, author and speaker, Peter Thornhill, is our special guest, and he'll discuss his secrets to beating the market, including owning high quality industrials and LICs, and holding them forever. Firstlinks' Graham Hand addresses the question of why ETFs receive blanket media coverage when they're small fry compared with managed f…

1
Building an all-weather portfolio, CGT, RBA Governorship, 4 long-term market themes | 28 Jun 2023 1:03:05

1+ y ago1:03:05

1:03:05

Graham Hand discusses the ins and outs of capital gains tax, and whether the RBA Governor should keep his job. Peter Warnes outlines four of his favourite long-term market themes. And special guest, Morningstar global CIO Dan Kemp, suggests how investors can build an 'all-weather' portfolio, including having the right asset mix, good advice, and st…

1
$3m super tax, Aussie large cap headwinds, energy transition issues | 14 Jun 2023 31:22

1+ y ago31:22

31:22

Graham discusses how the $3m super tax will work and how it changes the investment options for investors with large amounts. Meanwhile, Peter outlines the headwinds for large-cap banks and miners and where to look outside the sectors. He also speaks of the energy challenges for Australia and the potential opportunities for investors.…

1
House prices, chat with Jacob Mitchell, pension asset test, chasing infrastructure | 29 Sep 2021 56:48

3y ago56:48

56:48

Graham and Peter buy into the moves to control house prices, massive debate on age pension assets test, interview with Antipodes Jacob Mitchell, buyers chase long-term assets.By Firstlinks and Morningstar

1
Travel and property stocks, highs and lows, Fenton interview | 15 Sep 2021 54:08

3y ago54:08

54:08

Peter checks Stockland, Scentre, Qantas and Flight Centre, we discuss what 12-month highs and lows show, asset allocation of Jerome Powell, a couple of grumps plus interview with Sean Fenton of Sage Capital.By Firstlinks and Morningstar

1
Profit winners and losers, franking credits, Baylis interview | 1 Sep 2021 47:48

3y ago47:48

47:48

Who won and who lost in August reporting, missing the point on franking, tax reform picks favourites, two grumps, Christian Baylis interview .By Firstlinks and Morningstar

1
Buybacks, profit results and survey results | 18 Aug 2021 54:25

3+ y ago54:25

54:25

Company profits, Emma Fisher full interview, your views on retirement, buying houses and financial advice.By Firstlinks and Morningstar

1
The more things change… rinse and repeat | 4 Aug 2021 52:38

3+ y ago52:38

52:38

Top 20 stocks then and now, Brambles, defining income, performance fees, Nick Griffin’s outlook.By Firstlinks and Morningstar

1
Top stock picks and not running out of money | 21 Jul 2021 49:54

3+ y ago49:54

49:54

Peter reveals some top stock picks with an emphasis on long-term assets like Sydney Airport, Graham discusses spending in retirement and valuing assets, the key to Amazon, guest Andrew Lockhart. Send your feedback or questions to firstlinks@morningstar.com.By Firstlinks and Morningstar

1
FY record returns and retirement income | 7 Jul 2021 38:35

3+ y ago38:35

38:35

CBA and Westpac call earlier rate rise, don’t be one of the 60%, affordability of loans, Telstra value, performance check. (Feedback or questions to firstlinks@morningstar.com).By Firstlinks and Morningstar

1
Not if but when: what happens when rates rise? | 23 Jun 2021 29:23

3+ y ago29:23

29:23

All the Ts – Taper, Transitory, Tantrum and Terrifying – affect stocks and bonds, plus inflation, industrial property, retirement income and the new superannuation reforms. (Feedback or questions to firstlinks@morningstar.com).By Firstlinks