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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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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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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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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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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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ASA Investor Conference - Future Proofing Your Investments
37:28
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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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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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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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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Rachel Waterhouse took over the role of CEO in the middle of 2021. In this episode we speak about her previous career, meeting ASA and her vision for the future. Rachel has 20 years of business leadership experience within industry and professional associations and the financial services sector. With a background in digital and traditional communic…
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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: Sebastian’s wariness about leveraged companies The NAOS LICs that target opportunities in small-mid cap sectors The Investment Universe Funnel for identifying opportunities Constructive engagement…
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John Kelly is a founder and Managing Director of Atomo. He came into diagnostics with a track record of radically transforming the user experience and health outcomes in the medical device field. Atomo Diagnostics Limited (ASX: AT1) is an innovative medical device company supplying unique, integrated rapid diagnostic test (RDT) devices to the globa…
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Sir Ronald Cohen is an Egyptian-born British businessman, who fled his birthplace with his family in 1957, following the Suez Crisis, with only £10 to their name. Despite his family’s economic struggles, Sir Ronald’s hard work saw him win a scholarship to Oxford and then attend Harvard Business School. Referred to by the British press as ‘the fathe…
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Dr Laura Rusu is the founder & CEO of LENSELL® the only Global Digital Platform for Corporate Performance Democratisation that allows retail investors and other stakeholders get fast and easy access to corporates' financial and non-financial performance. We help people make better informed decisions with data driven insights. Diversiview Online Inv…
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Jason McIntosh is the founder of Motion Trader, an algorithmic subscription-based trend identification service. We spoke about: The problems with buying the dip The dangers of averaging down The fear of buying into strength Thinking about when to sell whether you’re sitting on a loss or a profit Here’s a link to some videos where he introduces his …
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Christian Eckelmann - Earn Shares While You Shop
16:28
16:28
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Christian Eckelmann is the co-founder of Upstreet, a new app that makes it easy to earn shares while you shop. Upstreet is one of a new breed of fintech startups that is making it easy to invest in shares with the smallest amounts of money. Upstreet is giving away free fractional shares at moonshot.upstreet.co. Earn up to $100 worth of rewards. Ups…
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ASA Conference 2021 – Great to be Live Again
41:28
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The Australian Shareholders’ Association Annual Conference was held on May 31 – June 1, 2021 at the Sydney Hilton Hotel. I had a great time mingling with members, sponsors and speakers. I hope these interviews capture some of the great spirit of everyone involved. IMPORTANT – Please remember these podcasts are produced to provide information and ed…
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