Podcast Episodes

How fixed income indices actually work

What does a day in the life of a product manager at S&P Dow Jones look like? Lots and lots of data. Rask’s Mitchell Sneddon sits down to talk with Jessica Tan who the the Principal of Fixed Income In…

Published on 19 hours ago

Peter Phan from Castlereagh Equity - Mental Models [Throwback]

Peter Phan is the Portfolio Manager of Castlereagh Equity. Many Australian investors already know Peter from his time blogging and due to his activity on Twitter.

This podcast is epic, unfiltered, b…

Published on 2 days, 19 hours ago

Gary Hui on shorting A2 Milk, why narratives lie & building deep research edge at Geometrica

In this Australian Investors Podcast episode, your host Mitchell Sneddon is joined by Gary Hui, portfolio manager at Geometrica Fund, a Sydney-based global long-short hedge fund. Gary doesn’t follow …

Published on 5 days, 19 hours ago

Is the RBA hiking rates? Retirees chasing alpha, Collins Foods and a REIT deep dive

Inflation spiked to 3.8% in October, driven by higher electricity and food costs. Economist Warren Hogan is calling for the RBA to raise rates by at least 25 basis points - possibly 40bp to get the c…

Published on 1 week, 2 days ago

Inside Euphemia’s family office: Backing women-led, climate & fintech startups

In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Judy Anderson-Firth, CEO of Euphemia. Together they discuss the inside story of how one of Australia’s most pro…

Published on 1 week, 5 days ago

How indices are built - a technical deep dive with Jason Ye

In this Australian Investors Podcast episode, your host Owen Rask speaks with Jason Ye, Director, Factors and Dividends, S&P Dow Jones Indices.

Together they discuss: – How indices like the S&P 500 …

Published on 2 weeks ago

Alphabet (GOOG) is the real winner of AI - here's why

Alphabet (Google) is making its own chips. What kind? Why now? And could this make Alphabet - not NVIDIA - the ultimate winner in the AI race?

In this Australian Investors Podcast episode, Owen Rask…

Published on 2 weeks, 2 days ago

Meb Faber on Quant Investing, Shareholder Yield ETFs & Building Cambria Funds

In this episode on the Australian Investors Podcast, Mitch chats with Meb Faber. Meb is a Californian-based fund manager with a suite of ETFs under his funds management banner, Cambria. His ETFs cove…

Published on 2 weeks, 5 days ago

Financial IQ vs EQ: How to master your money, with Karen Eley

In this Australian Investors Podcast episode, your host Owen Rask chats with money coach and former financial adviser Karen Eley about:

– The difference between financial IQ and EQ

– Why money behavi…

Published on 3 weeks ago

Is diversification overrated? Why Alphabet wins? Should you invest 100% overseas?

Here's the uncomfortable truth: The ASX has delivered mediocre returns compared to US markets over the past decade. CBA and CSL - Australia's two biggest companies - are in freefall with a five-day m…

Published on 3 weeks, 2 days ago