Investment Specialists, Analysts and Portfolio Managers discuss investment opportunities and market forces.
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This podcast is a production of Finpods Pty Ltd and Phil Muscatello. Phil is the host of the Shares for Beginners podcast. You can find out more about Phil and listen to Shares for Beginners at https://www.sharesforbeginners.com/ Many successful investors credit their success to ongoing learning and education, but if you’re riding the share market solo, where do you start? Equity ASA is brought to you by the Australian Shareholders’ Association to help you stay informed and to build financia ...
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Audio - 30 September 2023 Quarterly Report
46:33
46:33
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By Liz Norman
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Audio – 30 June 2023 Quarterly Report
1:09:13
1:09:13
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By Liz Norman
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Macro Overview: A Cautious Approach is Warranted, But Opportunities Still Prevail
16:35
16:35
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By Liz Norman
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Macro Overview: Lots of Excitement in Markets, But Price Always Matters
17:30
17:30
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By Liz Norman
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Audio – 31 March 2023 Quarterly ReportBy Liz Norman
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Macro Overview: ‘Out of Favour’ and Areas of Significant Change Offer Opportunity
18:00
18:00
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Macro Overview: ‘Out of Favour’ and Areas of Significant Change Offer OpportunityBy Liz Norman
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Audio – 31 December 2022 Quarterly Report
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Audio – 31 December 2022 Quarterly ReportBy Liz Norman
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Macro Overview: 2023 – A Great Environment for True Investors
17:09
17:09
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Audio – 31 December 2022 Quarterly ReportBy Liz Norman
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Simon Shields is the Portfolio Manager and co-founder of Monash Investors. We spoke about his approach to investing, an overview of the recent reporting season, the difference between focussing on absolute and relative returns and the early warning triggers they use to reduce exposure to companies in their fund that may be facing challenges to thei…
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Martin Filz is the CEO and managing director of Pureprofile Ltd, a data and insights organization that provides online research and digital advertising services for agencies, marketers, researchers, and publishers in Australia, Europe, and the United States. We spoke about how data helps government and business respond to consumer needs, the compan…
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Sebastian Evans - NAOS | Investing in small but strong companies
22:23
22:23
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My guest today is Sebastian Evans Chief Investment Officer/ Managing Director at NAOS Asset Management. We spoke about the NAOS investing philosophy and some of the businesses they invest in including: Big River Gentrack Maxiparts Move Logistics Here's a link to the NAOS Investor Roadshow Presentation for more details. National Roadshow NAOS Asset …
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Julian McCormack - Platinum Asset Management | Shifting Sands
27:09
27:09
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In this episode I'm joined by Investment Specialist Julian McCormack from Platinum Asset Management. We spoke about the unwinding of equity market bubbles, the reversal of the largest peace time stimulus in human history, the reduced incentives for banks to lend money and whether a recession is on the horizon. Find out more at: https://www.platinum…
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Audio – 30 September 2022 Quarterly Report
51:40
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Audio – 30 September 2022 Quarterly ReportBy Liz Norman
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Andy Darroch is the principal of Advise Me Today an independent financial advice firm. He comes from a stockbroking background and has worked for Wilsons Advisory and Macquarie Bank. We speak about the true meaning of independent financial advice, whether SMSFs are the best choice for investors who want more control and the questions to ask a poten…
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Macro Overview: Forget Picking the Bottom, Focus on Value
24:50
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Macro Overview: Forget Picking the Bottom, Look for ValueBy Liz Norman
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Vihari Ross - Head of Research / Head of Core Series / Portfolio Manager Magellan Group
30:48
30:48
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In this episode I'm joined by Vihari Ross, Head of Research / Head of Core Series / Portfolio Manager at Magellan. We discussed: The numbers that she finds important in stock selection The distribution curve of possible future share price movements Investing in automation and other disruptive technologies Alibaba's upcoming Hong Kong listing The pr…
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An audio recording capturing the highlights of Platinum’s June 2022 Quarterly Report is now available. The recording provides our thoughts on the macroeconomic environment and markets, and portfolio positioning across the Platinum Trust Funds. We also cover a feature article on the paradox of cycles.…
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Stockspot is Australia's first and largest digital investment advisor. It was founded in 2013 with a mission to help more Australians access expert investment advice and portfolio management. Marc Jocum is the Senior Manager of Investment and Business Initiatives. Marc Joined me to chat about Stockspot's recently published 2022 ETF Report. We spoke…
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Macro Overview: A 'Garden Variety' Correction or Much More?
21:02
21:02
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Macro Overview: A 'Garden Variety' Correction or Much More?By Liz Norman
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ASA Investor Conference - Future Proofing Your Investments
37:28
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In May, Australian Shareholders’ Association held Investor Conference 2022 in Melbourne, at the Sofitel hotel. It was a great event for members and the many sponsors. It was the first large conference many had attended for a while, and there was a detectable sense of relief that we could all get together. In this episode I’ve tried to capture the s…
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James Holt - Director, Investment Solutions, Perpetual Limited
22:54
22:54
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This podcast is a production of Finpods Pty Ltd and Phil Muscatello. Phil is the host of the Shares for Beginners podcast. You can find out more about Phil and listen to Shares for Beginners at https://www.sharesforbeginners.com/ James Holt is Director, Investment Solutions,.Perpetual Limited (ASX:PPT) a diversified financial services company, whic…
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Jamie Hannah - VanEck Australia | IFRA Infrastructure ETF
20:03
20:03
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This podcast is a production of Finpods Pty Ltd and Phil Muscatello. Phil is the host of the Shares for Beginners podcast. You can find out more about Phil and listen to Shares for Beginners at https://www.sharesforbeginners.com/ Jamie Hanna is Deputy Head of Investments & Capital Markets at VanEck Australia. We spoke about: The best times of day t…
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Matthew Holberton is the National Manager Listed and Capital Markets for Fidante Partners. Matthew works closely with his clients to find investment solutions within Fidante’s suite of boutique asset managers. We spoke about fixed income and the funds in the ActiveX series that provide diversified, global fixed income Active ETFs managed by two of …
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31 March 2022 Quarterly ReportBy Liz Norman
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In this episode we welcome Oscar Oberg from Wilson Asset Management. Oscar is the Lead Portfolio Manager responsible for WAM Capital (ASX: WAM), WAM Microcap (ASX:WMI), WAM Research (ASX: WAX) and WAM Active (ASX: WAA). We discussed how the current macro environment is affecting equity markets and why it's more difficult to invest in than during th…
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Macro Overview: Navigating Through Complex Times
16:18
16:18
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Macro Overview: Navigating Through Complex TimesBy Liz Norman
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My guest today is Liz Tian from CitiFirst Warrants, where she discusses how Instalment Warrants can be used in an SMSF for capital growth and income. Here's a link to CitiFirst's Trading & Investments Guide https://au.citifirst.com/EN/TradingAndInvestmentGuides For more information, contact the CitiFirst® Sales Desk at: Phone: 1300 30 70 70 Email: …
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Simon Shields is the Portfolio Manager and co-founder of Monash Investors. We spoke about his approach to investing, an overview of the recent reporting season, the difference between focussing on absolute and relative returns and the early warning triggers they use to reduce exposure to companies in their fund that may be facing challenges to thei…
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Jordan Eliseo - Gold In An Era Of Inflation
20:10
20:10
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In this episode Perth Mint’s Listed Products and Investment Research Manager Jordan Eliseo talks about inflation, FinTwit, interest rates and cryptocurrencies, as well as what’s been happening in precious metal markets and the ongoing role of gold in a well-diversified portfolio. https://www.perthmint.com/ IMPORTANT – Please remember these podcasts…
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In this episode we're joined by Shani Jayamanne & Mark Lamonica from Morningstar Australia to talk about the evolution of the 4% rule in retirement savings drawdowns. We spoke about: The 4% rule – what it is, why we’re talking about it. Since Bill Bengen formulated that rule, we’re obviously in a very different environment. Morningstar has revised …
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An audio recording capturing the highlights of Platinum’s December 2021 Quarterly Report is now available. The recording provides an update on our thoughts on the macroeconomic environment and markets, recent stock acquisitions, setbacks in biotech, an update on Asia, some exciting developments in tech, signs of corporate action in Japan, and a tho…
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Test - December Quarterly 2021By Liz Norman
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Test - Sept Quaterly 2021By Liz Norman
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Ian Irvine is the Chief Executive Officer of the Listed Investment Companies and Trust Association. LICAT represents the interests of Listed Investment Companies (LICs), Listed Investment Trusts (LITs) and investors to protect, to develop and grow the sector through advocacy and education IMPORTANT – Please remember these podcasts are produced to p…
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