Best Platinum Investment Management LTD Podcasts (2024)

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…

1
Martin Filz - CEO Pure Profile 30:41

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1+ y ago30:41

30:41

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

2y ago22:23

22:23

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 …

1
Julian McCormack - Platinum Asset Management | Shifting Sands 27:09

2y ago27:09

27:09

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

2y ago51:40

51:40

Audio – 30 September 2022 Quarterly ReportBy Liz Norman

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Andy Darroch - Advise Me Today 27:12

2y ago27:12

27:12

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

2y ago24:50

24:50

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

2y ago30:48

30:48

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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30 June 2022 Quarterly Report 54:20

2y ago54:20

54:20

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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Marc Jocum | 2022 Stockspot ETF report 26:56

2y ago26:56

26:56

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…

1
Macro Overview: A 'Garden Variety' Correction or Much More? 21:02

2y ago21:02

21:02

Macro Overview: A 'Garden Variety' Correction or Much More?By Liz Norman

1
ASA Investor Conference - Future Proofing Your Investments 37:28

2y ago37:28

37:28

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…

1
James Holt - Director, Investment Solutions, Perpetual Limited 22:54

2+ y ago22:54

22:54

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

2+ y ago20:03

20:03

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…

1
Matthew Holberton - Fidante Partners 21:01

2+ y ago21:01

21:01

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 Report 35:05

2+ y ago35:05

35:05

31 March 2022 Quarterly ReportBy Liz Norman

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Oscar Oberg - WAM Asset Management 22:21

2+ y ago22:21

22:21

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…

1
Macro Overview: Navigating Through Complex Times 16:18

2+ y ago16:18

16:18

Macro Overview: Navigating Through Complex TimesBy Liz Norman

1
Elizabeth Tian - CitiFirst Warrants 18:39

2+ y ago18:39

18:39

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: …

1
Simon Shields - Monash Investors 28:52

2+ y ago28:52

28:52

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…

1
Jordan Eliseo - Gold In An Era Of Inflation 20:10

2+ y ago20:10

20:10

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…

1
Morningstar Australia - The 4% Rule 20:36

2+ y ago20:36

20:36

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 …

1
31 December 2021 Quarterly Report 40:08

2+ y ago40:08

40:08

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…

1
Test - December Quarterly 2021 20:51

2+ y ago20:51

20:51

Test - December Quarterly 2021By Liz Norman

1
Test - Sept Quaterly 2021 25:31

2+ y ago25:31

25:31

Test - Sept Quaterly 2021By Liz Norman

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Ian Irvine - LICs 21:13

2+ y ago21:13

21:13

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…

Podcasts Worth a Listen

Platinum Investment Management LTD Podcasts

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