Podcast Episodes
Back to SearchMichael Goldberg Returns
Season 5 Episode 25
Michael Goldberg from Collins St Value Fund joins us again to talk about how they are managing the current market. This interview was conducted on Ju…
3 years, 9 months ago
White-knuckle
Season 5 Episode 18
This is “the white-knuckle part of the cycle”. Portfolio update. Iron ore and gold charts. Stockhistory v Stock Doctor prices. GMA and mortgage issua…
3 years, 9 months ago
Dr Jenny Fagg, 2Be
Season 5 Episode 23
Our guest today is Dr Jenny Fagg, CEO, 2Be. Jenny has had a long career in banking and finance, with roles including Chief Risk Officer of AMP Limite…
3 years, 9 months ago
Musical Chairs
Season 5 Episode 22
Why investing is a little like musical chairs at the moment; why we should like it when the market makes mistakes; Apple announces BNPL service; chan…
3 years, 9 months ago
Excesses And Corrections
Season 5 Episode 21
My circle of competence is just QAV ; Election result, investing implications ; SEQ and the “second buy line” ; outperformance by founder-led compan…
3 years, 10 months ago
The Contra Guys
Season 5 Episode 20
A few months ago, one of our members put me on to Benj Gallander and Ben Stadelmann, two Canadian value investors who go by the moniker “Contra the H…
3 years, 10 months ago
Outfoxed
Season 5 Episode 19
We’ve been banned from talking about crypto and fund managers; Mark’s checklist for the checklist; kids and investing; commodity update; portfolio up…
3 years, 10 months ago
Blood On The Streets
Season 5 Episode 18
There’s blood on the streets! We introduce the underlying commodity Josephine rule, MML is now X64, aluminium is a sell, iron ore sell fudge, RBA lif…
3 years, 10 months ago
Profit Pause
Season 5 Episode 17
We’re talking about the Berkshire AGM, poor fund manage performance, pulled pork on AMP, the TRS CEO departure, CCP’s drop, linear v log charts for 3…
3 years, 10 months ago
Chairman Mabb
Season 5 Episode 16
We are joined by guest Steven Mabb, Chairman of the Australian Shareholders Association, to talk about the importance (or not) of voting in AGMs and …
3 years, 11 months ago