Podcast Episodes
Back to Search
Christopher Joye: No margin for error for risk junkies craving rate cuts
Episode 200
The past six months have been golden for investors, with everything from equities to gold and even Bitcoin enjoying stellar runs. And if risk assets …
2 years, 1 month ago
Why Ben Clark is taking profits on growth stocks (and where he's putting that money to work)
Episode 199
Quality growth stocks, those with fortress balance sheets, impressive moats, structural tailwinds and top-notch management teams, have had a stellar …
2 years, 1 month ago
The next 10 years in ETF growth could be dominated by this asset class
Episode 197
If there is any one investment product that has experienced a true boom over the last 10 years, it is exchange-traded funds (ETFs) and exchange-trade…
2 years, 2 months ago
Warryn Robertson’s guide to picking the best infrastructure stocks on the ASX and abroad
Episode 196
Warryn Robertson, portfolio manager and analyst at Lazard Asset management, understands the nuances of infrastructure assets like few others in the m…
2 years, 2 months ago
The policy overhaul Shane Oliver would make to secure Australia's fortunes
Episode 195
"Living Legend", "One of a kind", and "Diamond in the Rough are not terms usually bandied about when describing economists! But these are just a few …
2 years, 2 months ago
Where Soul Patts is investing for long term growth and dividends
Episode 194
If you’re looking for the future blue chips of the ASX then Washington H Soul Pattinson might be worth a closer look. The company has been around for…
2 years, 3 months ago
How Hyperion unearths rare but exceptional growth companies (plus two that pass their filters)
Episode 193
The structural forces that saw growth investing rise to the top after the GFC remain. Covid created a blip, but the world is returning to slow growth…
2 years, 3 months ago
How to invest $1 million in 2024
Episode 192
Each year, Barron's releases a list of Australia's Top 100 Financial Advisers. Pitcher Partners' Charlie Viola and Lipman and Burgon Partners' Paul B…
2 years, 4 months ago
The lead indicator for Dion Hershan’s best trades (and two high quality stocks for the ”slow grind” ahead)
Episode 191
Two years ago, on a trip to Perth, Yarra Capita’s Dion Hershan was pitched the case for lithium stocks by his Uber driver. Hershan says it was a clic…
2 years, 5 months ago
Ben Griffiths’ small cap playbook as animal spirits awaken
Episode 190
The penny has dropped and thanks to a three-letter word from the Federal Reserve's recent interest rate decision ("any"), small caps both in the US a…
2 years, 5 months ago