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Expert Investor: Paul Wilson – Finding Opportunities In Australian Technology

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We last spoke with Paul in 2019, when COVID wasn’t around, and the Australian technology sector was really picking up pace. We asked him back on the show because we wanted to know how he’d managed COVID, and what further investment opportunities it has presented Bailador. Paul has had extensive private equity investment experience as a Director of CHAMP Private …

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Expert Investor: David Prescott & Jack Trengove – Can value investing make a come back?

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Value investing is going through a rough time at the moment. Not since the heady days of the late 1990’s has value so underperformed growth as an investment strategy. To discuss everything value investing we spoke to Lanyon Asset Management’s David Prescott and Jack Trengove. David is the founder and Managing Director of Lanyon. He has over 18 years funds …

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Expert Investor: Nick Griffin – Finding High Growth Companies

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Nick Griffin is the founding Partner and the Chief Investment Officer of Munro Partners. He is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Has has extensive experience, and has been managing global long / short equity mandates for over 12 years. We were honoured to chat with …

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Expert Investor: Tom Piotrowski – Key Investing Lessons From Years In The Markets

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Tom is a Market Analyst at CommSec, and a cult figure in the finance space, and we loved chatting to him. In this episode we cover: Key pillars to building an investment portfolio Common misconceptions beginners have about the sharemarket Biggest lessons from COVID Lessons from his conversations with some of Australia’s best CEO’s in his Executive Series Plus much …

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Expert Investor: Rory Lucas – Investing with Purpose

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Happy 300th episode Equity Mates! We’ve got a special episode for you to mark this awesome milestone. Rory Lucas may have the best job in Australian finance. As the Chief Investment Officer of Hearts & Minds Investments, he is responsible for taking some of the best ideas from the greatest investors in Australia and around the world and managing them …

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Expert Investor: Andrew Brown – Finding Opportunities in 2020

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2020 has been a strange year for markets. With so much happening and so much uncertainty, we turned to one of our favourite expert investors Andrew Brown to help make sense of it all. Andrew is the Executive Director of East 72, an Australian listed investment company, and is the investor we turn to when we are trying to understand …

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Bonus Episode: GYG & The Ambitions Of Going Public

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In this episode we continue our exploration of Initial Public Offerings (IPO). In the last bonus episode, we got an in-depth understanding of the IPO process at TDM Growth Partners from one of the co-founders, Tom Cowan. We thought it’d be a great idea for Tom to talk us through a real life example of a company considering an IPO. …

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Bonus Episode: Inside The IPO Process With TDM

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As a retail investor, we often don’t get a lot of insight into what goes on behind closed doors when a company goes from being private to public and is listed on the stock exchange. It is critical to get the process right, to set up a company, and its investors, for long-term success. Over the next two episodes, we …

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Expert Investor: Market & Watchlist Update With Julia Lee

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In this episode we sit down with Julia Lee, from Burman Invest. Julia has been a regular on the show, as part of our Mastermind series. We wanted to get her views on: her major lessons from the COvID-19 crash any permanent changes she’s seeing as a result of COVID-19 reporting season highs and lows buy now, pay later – …

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Expert Investor: Victoria Devine – Lessons on Personal Finance & Investing

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For this episode, we were joined by financial advisor and fellow podcaster Victoria Devine. Victoria is the co-founder of Zella, a financial advice business based in Melbourne, and founder of She’s on the Money, a financial education platform empowering women with the tools and confidence they need to change their financial situations. As an expert on personal finance, Victoria shared …

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Expert Investor: Rory Cunningham – Lessons from the 2020 ASX Investor Study

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Every year, the ASX survey Australian investors to take the pulse of the Australian investment community. They look at who’s investing, what they’re focusing on and trends that are emerging throughout the investor landscape. The ASX have just released their 2020 study and we were joined by Rory Cunningham to discuss what they found. Rory is the Senior Manager of …

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Expert Investor: Lyn Alden – Bitcoin, the US Dollar & The Fed

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The past few months have seen an unprecedented monetary policy response from the US Federal Reserve. Under the guise of doing ‘whatever it takes’ to keep the markets and economy stable, the Fed has printed money at rates never seen before, with much of it ending up in financial markets. To help us understand what the long-term implications of this …

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Expert Investor: Owen Raszkiewicz – Software and Small Caps

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In today’s interview, we sat down with founder and lead investment analyst at Rask Invest, Owen Raszkiewicz. Owen is an expert in small cap investing and the founder of two successful investing podcasts – The Australian Investors Podcast and The Australian Finance Podcast. In this interview we unpack Owen’s investing philosophy and then go deep on two particular areas of …

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ASK THE EXPERTS: ETF Q&A Special w/ BetaShares

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This episode is the audio recording from our ASK THE EXPERTS: ETF Special with Equity Mates & BetaShares. The session was a live, virtual Q&A with the co-founder of Betashares, Ilan Israelstam. The questions we ask during the session have all come from the Equity Mates community, and cover a wide variety of topics. The key themes and questions of …

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Expert Investor: Christopher Joye – Fixed-Interest Investing & The Importance Of Understanding China

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Christopher Joye is well-known as one of Australia’s leading economists, policy advisors and fund managers. He is the Chief Investment Officer & Portfolio Manager at Coolabah Capital Investments. Christopher founded Coolabah Capital in 2011 and leads the portfolio management effort that has produced one of Australia’s top short-term fixed-interest capabilities. Christopher is also a Contributing Editor with The Australian Financial …

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Expert Investor: Emilie O’Neill – The Research Process For ESG Investing

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Emilie O’Neill is an ESG and equities analyst for Perennial and does a large portion of the research for the eInvest Future Impact Small Caps Fund (Managed Fund) (ASX:IMPQ). In this episode we were interested in understanding the day-to-day work of a research analyst, and the process Emilie follows to uncover stocks that fit in the ESG universe, and eventually …

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Bonus: Andrew Brown on Afterpay (ASX: APT)

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Afterpay (ASX: APT) has captured the imagination of every Australian investor recently. Up more than 700% since the depths of COVID in March, it is leading a collection of Buy Now, Pay Later stocks that have seen unbelievable returns over the past few months. The company recently released a share purchase plan (aka capital raising) to the market – selling …

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Expert Investor: Malcolm Turnbull – How The 29th Prime Minister Of Australia Made His Money

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It was an absolute honour to have the 29th Prime Minister of Australia, Malcolm Turnbull, join us on the show. Malcolm has recently released his biography ‘A Bigger Picture’, and there were some incredible stories in there about his time in finance before he got into politics. In this episode, we unpack ‘Malcolm the investor’, to get an insight into …

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Expert Investor: Chris Wheldon – The Thesis Behind Facebook, Visa & Tencent

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We were joined by Chris Wheldon, Portfolio Manager at Magellan Financial Group. Chris re-joined Magellan in 2018 and is a Portfolio Manager of Magellan’s High Conviction Strategy and an Assistant Portfolio Manager on the Global Equities Strategies.  We had Chris on the show earlier this year and loved hearing him explain his thought process and how he formed an investment thesis. …

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Expert Investor: Adam Verwey – COVID’s Impact On Sustainability & Superannuation

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 In this episode, we have a chat with Adam Verwey – co-founder and director of Future Super. Adam started in the ethical investing space with 9 years at Australian Ethical Investment and was a candidate for the greens in the 2013 federal election. He co-founded Future Super in 2014. Adam is passionate about the future of Australia’s climate change …

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Expert Investor: Yaron Naymark – Deep Dive on an Unconventional Stock

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In this episode we speak to US-based expert investor Yaron Naymark. Yaron is the portfolio manager at 1 Main Capital, a long-focused fund investing in high-quality, attractively valued, growing businesses. Yaron has over 10 years experience in finance and before 1 Main, worked at CitiBank, H.I.G. Capital, Altalis Capital and Glenhill Capital.  In this interview we discuss Yaron’s investment philosophy …

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Expert Investor: Tobias Carlisle – Value Investing During COVID-19

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In our latest expert investor interview we are joined by expert on deep value investing, Tobias Carlisle. Tobias started his career in Australia, before making the move to the United States and founding Acquirers Funds LLC. Tobias is also the author of several books on value investing: Quantitative Value, Deep Value, and The Acquirers Multiple. In this episode we unpack …

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Expert Investor: Andrew Oskoui – Concentrated Value Investing

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In this expert investor interview, we are joined by the value investor Andrew Oskoui. Andrew is the portfolio manager and principal at Blue Tower Asset Management based in Austin, Texas. Blue Tower combines quantitative analysis with the principles of classic value investing to find interesting opportunities in public markets. In this interview we explore Andrew’s investment strategy and unpack what …

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Expert Investor: Understanding Superannuation w/ FairVine Super

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It’s no secret that women on average have a lower superannuation balance than men. This can be for many reasons. So when we came across FairVine Super, we knew we needed to get them on the show. FairVine is a superannuation fund designed for women. We sat down with Rachel Hamlen, who is the Head Of Customer Experience at FairVine …

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Expert Investor: Marcus Padley – No Bullsh** Investing

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In this week’s expert investor interview we speak to Marcus Padley, the founder of Marcus Today and a market veteran with over 30 years experience. Marcus founded Marcus Today because of his frustration with the ignorance of everyday investors, which drove him to create his independent stock market research and insights newsletter. In this interview Marcus unpacks the lessons he’s …

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Expert Investor: Andrew Page Talks Value Investing & 3 Stocks In His Portfolio

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Andrew Page has worked in the financial markets for over 20 years, with experience as an equities analyst and market commentator, having worked at CommSec, The Motley Fool, and Team Invest. He is a passionate private investor, and the founder and Managing Director of Strawman.com. Andrew is a very disciplined value investor, with a ton of experience, so we asked …

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Expert Investor: Lars Kroijer Talks The Only Investment You Need For Equities Exposure

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Lars Kroijer is a very smart man. He graduated Magna cum Laude from Harvard University with a degree in economics and received an MBA from Harvard Business School. He’s a former hedge-fund manager who currently serves on the advisory board of alternative investment funds in London, New York, Mumbai, and Hong Kong. He is the founder and managing director of …

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Expert Investor: Jesse Felder – The effect of coronavirus on different assets

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Based in the US, Jesse Felder co-founded a multi-billion dollar hedge fund and is now prolific on financial twitter and publishes The Felder Report. Last time Jesse was on the podcast he offered insights into a variety of different asset classes. So when we wanted to understand what was happening across different asset classes in this current coronavirus shutdown, we …

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Expert Investor: Meb Faber on Getting Rich Slow

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Meb Faber is the founder and chief investment officer of Cambria Investment Management. He looks after Cambria’s ETFs and private investment funds. Meb graduated from the University of Virginia with a double major in Engineering Science and Biology, and he also runs a popular share market and investing blog – mebfaber.com We’ve been following a lot of Meb’s writing, and …

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Expert Investor: Fred Schebesta On Building Companies, Leading Teams and Crypto

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Fred Schebesta is the Co-founder of Finder.com – Australia’s most visited comparison site. He is also the founder of HiveEx.con, a cryptocurrency brokerage. He was EY Entrepreneur of the Year in 2017, Blockchain Entrepreneur pf the Year 2019 and Business Insider’s 2016 Coolest 100 People in Australian Tech. He also appeared on AFR’s Young Rich List 2019. This was a …

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Expert Investor: David Koch Talks Personal Finance, and Markets in 2020

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David James Koch nicknamed “Kochie” is an Australian television presenter best known as a host of the Seven Network’s breakfast program Sunrise. From Adelaide, he began his media career as a financial journalist, writing for a number of different publications before eventually moving to television. He’s also the Chairman of the Port Adelaide Football Club. While you most likely know …

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Market Mayhem – Updates From Our Experts

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Markets are falling right across the world, and for some of the Equity Mates community, it would be the first time experiencing a significant market correction. There are a lot of emotions and questions to deal with when this happens, so we’re checking in with two experts and friends of the show, to help us navigate these tricky (and exciting!) …

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Expert Investor: Pete Matthew – The Main Pillars Of A Long-Term Portfolio

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Pete Matthew is a chartered financial planner in th UK. He’s Managing Director of Jacksons Wealth Management and a titan in the podcast space – hosting Meaningful Money – a podcast, and education platform, to help ‘make sense of your money’. This is an awesome episode – one of our favourite interviews recently, because we verge into the personal finance …

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Expert Investor: Paul Wilson – Finding Gems Of Australian Technology

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We loved this conversation with Paul Wilson, exploring the Australian Venture Capital scene, and his listed-investment company, Bailador. Paul has had extensive private equity investment experience as a Director of CHAMP Private Equity in Sydney and New York, with MetLife in London, and as Executive Director at media focused investment group, Illyria Pty Ltd (private investment company of Lachlan Murdoch). …

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Expert Investor: Investing In Companies Of The Future | Chris Wheldon

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In this episode we’re continuing our exploration of some of Australia’s best Listed Investment Companies (LICs). We began the mini-series with Emma Kirk – a key account manager at Magellan – explaining the differences between LICs and LITs. Now, we’re going deeper to explore the portfolios and fund managers of some of these companies. To kick us off, we sat …

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Expert Investor: Andrew Brown’s Bold Predictions for 2020

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We’re a big fan of starting the year with some bold predictions. So much so, that we asked friend of the show and expert investor Andrew Brown, Executive Director of East 72 Holdings, to join us to make some of his own. In this episode learn why Andrew predicts: Australia will be in recession by end of 2020 There will …

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6 Rules Of Investing From Warren Buffett

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Warren Buffett is one of the greatest investors in the world, which is why listening to what he has to say can have an important influence on our investing journey, and learning process. However, over the years, Warren has had plenty of interviews, and opportunities to express his ideas about the market, and his ways of investing. Some of what …

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What’s Hot, What’s Not in America with Matt Leibowitz

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Home country bias (where you only buy stocks in your home market) is important for all investors to avoid. Australian investors in particular need to break out of the ASX bubble. The opportunity set is just so much larger overseas (Australia represents ~2% of the global share market). So in this episode we set out to understand what stocks are …

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The $8 trillion ETF Provider | Balaji Gopal, Vanguard

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In this episode we continue the conversation about exchange traded funds. This time, we sat down with Balaji Gopal, who is the Head of Product Strategy at Vanguard Australia. Vanguard has AUD $8 trillion under management, and is one of the largest ETF providers in the world. In this episode, you will learn: What the most challenging aspect of Balaji’s …

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What To Do With Your Tax Return | Spend, Save, Invest?

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Tax time. Hopefully, a time of year you receive a nice return from the government. The question is, what should you do with your tax return? Treat yourself? Pay down debts? Invest the whole lot? There are a lot of things you can do with your tax return – some, perhaps, more fruitful than others. In this episode, we talk …

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India, Asian Tech Giants & European Blue Chips | ETFs of 2019 w/ BetaShares

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If you’re new to the show – welcome. You’ve chosen a great episode to start you journey with Equity Mates. This episode is a cracker. We had a great conversation with the Co-Founder and Head of Strategy and Marketing at BetaShares, Ilan Israelstam. The ETF market continues to grow at pace, and the options between theme-specific and broad-market ETFs are …

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Crowdfunding Innovative & Early-Stage Companies | Equitise, Jonny Wilkinson

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We love investing in companies at Equity Mates, and normally this is done through the public markets and stock exchanges. However, there is a whole other world of private markets that retail investors, like us, rarely get access to. It’s in these markets, for example, that you get to invest in innovative, early-stage companies before they potentially exit with IPO. …

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Is sugar an ethical investment? | Adam Verwey

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    The first thing you need to understand about ethical investing – it’s a myth that you’re sacrificing returns for morality. In fact, over the last 12 months (so including 2018’s horrific end of the year) the ASX200 is up 8% and the S&P500 is up 3%. In comparison, Betashare’s Global Ethical ETF (ASX: ETHI) is up 12% and …

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Is There Value In A Financial Advisor? | Jodie Hampshire

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Is there value in a financial advisor? We got Jodie Hampshire on to help us find out. Jodie is Managing Director of Russell Investments, Australia – a global asset manager with $400m under management across the world. She is also a member of the firm’s Australia Leadership Team and the Russell Global Council. Russell Investments has just released a new …

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Finding Value In Global Markets | Peter Wilmshurst

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Ever wondered what the day in the life of a portfolio manager looks like? Well in this episode you will find out! We were lucky to grab some time with Peter Wilmshurst, Portfolio Manager at Templeton Global Growth Fund (ASX: TGG).  Templeton Global Growth Fund is a Listed Investment Company (LIC), listing in Australia in 1987, however, they have a …

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Mastermind #2 | Stock Picking w/ Julia Lee

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Mastermind is fast becoming our favourite episode of the month. The feedback from Mastermind #1 has been incredible which is why we’re so excited to continue with the format and bring you Mastermind #2. How does it work? Each month, Ren (Alec) & Bryce will come together with Julia Lee, to each pitch a stock we think is either interesting, …

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How To Save And Invest Your Way To Retirement | Chris Reining

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We all dream of retiring early, don’t we? One of our broader goals for investing, at Equity Mates, is to use stocks as a way of removing the need to rely on a pay cheque later in life. However, developing a substantial investment portfolio, that generates enough income for you to retire, can appear quite daunting, and maybe unachievable. Particularly …

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How Small-Caps Can Give Big Returns | Henry Jennings

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You may have heard of micro-cap, small-cap, mid-cap, large-cap, and mega-cap before. No, it doesn’t refer to sizes of cappuccinos! It refers to the market capitalisation of companies. Many investors choose to specialise in investing in companies of a particular market capitalisation, because companies can have different attributes depending on where they are in their growth cycle. Generally speaking, a …

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Mastermind #1 | Stock Picking w/ Julia Lee

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Wow, this episode is a cracker! Julia Lee is an Australian Equities Analyst at Bell Direct, and loves talking about stocks. We’re so excited to have her back on the show. The last time we spoke with Julia, it was such a success we had to get her back on. So this is the first episode of our Equity Mates …

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The Dunning–Kruger Effect | Ted Richards

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It wasn’t enough for Alec to speak with his AFL hero the first time, so we decided to get him back on the show for another guest interview. This episode we chat with Ted Richards – a premiership player with the Sydney Swans, and now Director of Business Development at automated investment firm Six Park. Ted has recently returned form …

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114. Picking Stocks with Julia Lee

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For this episode we sat down with notable Australian market watcher and equity strategist at Bell Direct, Julia Lee. Julia has worked in Australian markets for the majority of her career and is joining us to give us some insight into the Australian market. We cover off on all the hot topics from the Buy Now, Pay Later sector to …

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100. The Queen Of Candlesticks | Louise Bedford

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It’s not often you get to talk to a trading expert, a best-selling author, a trading mentor, a keynote speaker, and a Queen of Candlesticks, but in this episode, we were lucky enough to speak to all of them, at once! Louise Bedford is all of the above, plus a passionate educator, and we sat down on a Saturday morning …

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98. SugarMumma Canna Campbell & The $1000 Project

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If you haven’t heard of Canna Campbell aka SugarMumma, and creator of the $1000 Project, then this is the perfect opportunity for you to get to know her. Canna is an expert financial planner, who saved over $60,000 in just over two years, without using a cent from her salary. She hustled and hustled, saving $1000 at a time, and …

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91. Clear Thinking On What’s Happening In Markets | Jesse Felder

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We are so excited to bring you another episode in our Expert Investor series. Our guest this week is someone who we have been following for a couple of years now, and have longed to have on the show. His name is Jesse Felder. Jesse is an ex-Wall Street trader, starting his career at Bear Stearns (without even studying Business …

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87. Understanding Peer-To-Peer Lending | Daniel Foggo, RateSetter

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Knowing what to do with your cash while you’re perhaps saving to invest it in stocks or compiling it to buy the next dip, is sometimes hard. You might also have an emergency fund, or you’re saving for a house. In such a low-interest rate environment, putting your cash in the bank doesn’t really give you the greatest of returns. …

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80. The Emmy Award Winning King Of Pot | Todd Harrison

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How often do you come across someone who became Vice President at Morgan Stanely, Managing Director of Derivatives at The Galleon Group and then president of the $400 million hedge fund, Cramer Berkowitz? Oh, and if that wasn’t enough, our guest then started Minyanville Media, an Emmy Award winning financial media company and now is founding partner and Chief Investment Officer …

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79. 3x Winner of the ASX Sharemarket Game | Chris Brycki

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“The best advice is boring..” – this is episode is anything but boring, AND is full of great advice. Today we’re excited to bring you an interview with Chris Brykci. Chris is the CEO of StockSpot – Australia’s first ever digital investment adviser. Chris has over 21 years of investment experience and spent most of his career as a Portfolio …

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63. Thinking Differently & The Wisdom Of Youth: 26y.o Ali Hamed

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  Ali Hamed is a name you may not be familiar with yet, but we’re betting you will be. At just 26 years old, Ali is not only a co-founder of CoVenture – a firm that invests pre-seed venture capital, provides unconventional debt financing and manages a cryptocurrency index fund – but is also one of the clearest thinkers we’ve …

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61. From Acorns Raiz Grows – George Lucas

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Since our first interview with George Lucas a lot has changed. When we last interviewed him, he was the head of Acorns Australia. Now, less than 6 months later, he is the CEO of the publicly traded Raiz. We’ve been getting a lot of listener questions about the rebrand of Acorns Australia and what it means, so we thought who better to …

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60. An Expert Reviews Our Trades | Stake Competition Wrap

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“This is not mission impossible!” – Matt Leibowitz, CEO of Stake This episode is a cracker. As many of you are aware, we were invited to participate in a trading competition, hosted by Stake, to beta test their new trading app. The rules were simple. We were given $500 (USD$370) to trade through Stake, in American stocks. We had two …

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53. End-to-end investing process | Andrew Brown: Part 2

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Something we wanted to understand through this podcast is how expert investors find, evaluate and make decisions on stocks. End-to-end, what is their process? Andrew Brown, Executive Director of East 72 Holdings and first repeat podcast guest, agreed to spend some time walking through his process for a company he recently invested in. If you want to understand how expert …

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51. Investing For Tomorrow | Technology, Hackers, Sustainability

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Can you believe that a casino got hacked via a digital thermometer in one of it’s fish tanks? Our final episode in our three part series on exchange traded funds (ETFs) with BetaShares is a cracker! We sit down with Adam who is Manager of Distribution and Capital Markets to discuss Investing In Tomorrow – Technology, Hackers and Sustainability. The …

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50. WTF Is An ETF? | ETF 101 BetaShares

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Ultimate Guide To ETFs Exchange Traded Funds (ETFs) have been one of the buzz words in the investing world for a number of years. They’re changing the way that people invest their money, and in some ways, making it a lot easier for beginner investors to enter the market. But the question we always hear is WTF is an ETF? …

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49. The Co-Founder Of BetaShares | Ilan Israelstam

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Exchange Traded Funds 101 True or false? There is an exchange traded fund called ‘Global Millennials ETF (Code: MILN)’ that holds companies that service millenials. True or false? There is an exchange traded fund called ‘Tobacco Companies ETF (Code: SMK)’ that holds the world’s largest tobacco companies. Exchange Traded Funds give you the ability to access many different markets and …

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44. Insights on Saving and Investing from Graham Cooke

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  Graham Cooke is the Insights Manager at comparison website Finder.com.au. We spoke to him to gain the benefit of his work at Finder and to better understand how we can maximise our savings and capitalise on the new wave of investing apps and platforms that are coming to Australia. In this episode you will learn: Why understanding the RBA …

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41. Free Brokerage? It’s no miSTAKE | CEO Matt Leibowitz

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Download Episode There’s a new player in town and they’re offering free brokerage if you want to buy stocks in the United States! And I mean, who doesn’t? With some of the world’s biggest companies, largest markets and exciting new technologies, the States offers a fantastic opportunity for Australian investors. But how do you get into the markets in the …

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31. Looking ahead to 2018 with Wayne Swan

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In this episode we sit down with the former Australian Treasurer and Deputy Prime Minister, Wayne Swan. As Treasurer from 2007 to 2013, Wayne witnessed first-hand the devastation of the Global Financial Crisis and testament to his management, Australia was one of the only developed countries to avoid falling into recession. We sat down with Wayne to discuss what he is …

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30. Searching for Strategic Assets with Susan Oliver

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Susan Oliver has experience on both sides of markets. As an investor she sits on the global investment committee of IFM Investors (a company with over $100 billion in assets under management!) and also co-founded Scale Investors, a venture capital fund for women-led start ups. As a company director she has sat on the boards of some of Australia’s largest …

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26. How to avoid being eaten by a lion w/ Meir Statman

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The stock market can be an emotional place, and often investing decisions are made based on emotion, and sub-conscious thought, or cognitive bias, with returns not always ending well! Recognising and understanding how you think when you invest, and how to avoid emotional traps, is vitally important for long-term success. This episode we talk with Meir Statman – an expert …

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25. A Strategy to Beat Buffett: Tobias Carlisle on Deep Value Investing

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Tobias Carlisle has taken an interesting path to get where he is today. Starting his career as a lawyer in Queensland, Tobias is now a world-renowned value investor based in California. He has achieved a lot of recognition in the value investing community for his books Quantitative Value (2012), Deep Value (2014) and Concentrated Investing (2016). We spoke to him …

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23. Finding Success in a Falling Market: Michael Dee pt. 2

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In the second part of our interview with Michael Dee we discuss his experience during the 2008 Global Financial Crisis. As most investors fled from equity markets, Michael was gathering investors to start his own fund. In this interview we discuss what he saw that led him to predict a market crash, and what he learnt from that experience. Before …

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22. Solving the Investor’s Dilemma with Michael Dee pt. 1

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Michael Dee sees markets differently to a lot of other investors. In 2008 while the global banking system was collapsing and investors panicked, Michael quit his job at the Queensland Investment Corporation to start his own fund. In the 10 years since Michael has established a unique way of timing the market by using volatility as a indicator for market …

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21. Making cents of Acorns with Australian CEO George Lucas

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Trying to save without sacrificing your current lifestyle is often one of the biggest hurdles you will probably have to overcome in order to hit your savings goals. However George Lucas, CEO of Acorns Australia, believes that his company’s micro-investing app Acorns is the perfect tool that not only helps you save without feeling the pinch but also helps to …

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18. Why I’m Disgusted With Warren Buffett – Alan Kohler

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For Australians, there is probably no name or face more synonymous with investing and financial journalism than Alan Kohler. A long history of financial journalism has culminated in Alan doing the financial section of the 7 o’clock ABC news, and being known for his weekend overviews. In my house growing up, the 7 o’clock news was always watched, and Alan …

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12. Expert Investor: Michael Glennon – The Art of Small Cap Investing

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From selling tiles to being a multi-million dollar fund manager – we bring you Michael Glennon. We’re really excited to bring you this weeks episode – our latest interview with an expert investor. For this interview Bryce sat down with Michael Glennon, the founder of Glennon Capital. Michael has over 15 years experience as a portfolio manager and is an …

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10. Expert Investor: Sarah Riegelhuth – Get Rich Slow

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“The Longer you leave starting, the harder it is to catch up” Episode 10! We’ve hit double digits, what an exciting time. This episode is a special one. We talk with CEO of Wealth Enhancers Sarah Riegelhuth. Sarah is a serial entrepreneur and investor in startups, having founded 8 companies alongside her husband, Finn Kelly. Following several successful exits, she …

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8. Expert Investor: Paul Bennetts, CEO of Spaceship

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Episode 8 is a cracker! We bring you our second Expert Investor interview, with the visionary Paul Bennetts – CEO of Spaceship. We discuss tech investing, and how you can invest your superannuation in line with where the world is going, not where it has been. Thinking about how your superannuation is invested now can have significant benefits for you …

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6. Expert Investor: Andrew Brown – Part 2

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Part 2 of our interview series Andrew Brown. If you haven’t listened to Part 1, we strongly suggest you do so before listening to Part 2. Brief of Part 1 below. The brilliant and entertaining Andrew Brown, Executive Director East 72 Holdings Limited, is the first guest in our interview series. Andrew has over 35 years investing experience, that has …

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5. Expert Investor: Andrew Brown – Part 1

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The brilliant and entertaining Andrew Brown, Executive Director East 72 Holdings Limited, is the first guest in our interview series. Andrew has over 35 years investing experience, that has taken him all over the world. He is passionate about stocks and passing on his knowledge to those who want to learn – us! We cover a broad range of questions, …