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Ask an Adviser: The news rules of portfolio construction - Daniel Kelly | Viola Private Wealth
Ask an Adviser: The news rules of portfolio construction - Daniel Kelly | Viola Private Wealth

Season 10

The 60/40 portfolio has been a bedrock of portfolio construction since Harry Markowitz developed it in the 1950s. Today's guest thinks we need to upd…

11 months ago

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AI is eating search, Buffett bets on pizza & property hits all-time highs
AI is eating search, Buffett bets on pizza & property hits all-time highs

Season 10

One of the biggest questions around AI: will it disrupt Google's dominant search business?


Two data points this week - one from Reddit's earnings cal…

11 months ago

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US market to hit all-time highs in 2026 - Tony Crescenzi | PIMCO
US market to hit all-time highs in 2026 - Tony Crescenzi | PIMCO

Season 10

Tony Crescenzi is an Executive Vice President at PIMCO, a multi-trillion dollar fixed income investor.


Joining us from New York, Tony shares with us:…

11 months, 1 week ago

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Our biggest Buffett lessons, Reddit's round trip & investing tools that make it easy
Our biggest Buffett lessons, Reddit's round trip & investing tools that make it easy

Season 10

The US stock market had its longest winning streak since 2004. That was not a sentence we expected to write after the past month in markets.


The S&P …

11 months, 1 week ago

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Buy or Sell: William Mumford - Resmed, Commonwealth Bank, BHP & more
Buy or Sell: William Mumford - Resmed, Commonwealth Bank, BHP & more

Season 10

For today's episode of Buy or Sell, Adam Keily is joined by William Mumford, Deputy Portfolio Manager at Auscap Asset Management.


Here are some of th…

11 months, 1 week ago

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Meta and Microsoft surprise, Aussie rate cuts "locked in" & Pimp my Portfolio
Meta and Microsoft surprise, Aussie rate cuts "locked in" & Pimp my Portfolio

Season 10

The Reserve Bank of Australia next meets on 20 May, but one major Australian bank already believes an interest rate cut is "locked in".


Tune in to tod…

11 months, 1 week ago

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How this investor stays focused when markets go wild - Will Granger | Airlie Funds Management
How this investor stays focused when markets go wild - Will Granger | Airlie Funds Management

Season 10

There's opportunity in Aussie smalls. That is the message from today's guest.


Will Granger is the Portfolio Manager of the Airlie Small Companies Fun…

11 months, 2 weeks ago

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So much for that “bloodbath”, Bryce’s latest stock pick & the Unhelpful Desk
So much for that “bloodbath”, Bryce’s latest stock pick & the Unhelpful Desk

Season 10

It is almost one month to the day that President Trump stood in the Rose Garden of the White House and announced his tariffs. The market fell, the me…

11 months, 2 weeks ago

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Ask An Adviser: Retirement tax strategies everyone should know - Dylan Pargiter-Green
Ask An Adviser: Retirement tax strategies everyone should know - Dylan Pargiter-Green

Season 10

The more you understand about the Australian financial system, the more you realise there are plenty of ways that those with means find ways to minim…

11 months, 2 weeks ago

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Tesla's crash, dumbest money advice & Pimp my Portfolio with Matt Ingram
Tesla's crash, dumbest money advice & Pimp my Portfolio with Matt Ingram

Season 10

Tesla's first quarter earnings report was a car crash: vehicle deliveries down 13%, revenue down 9% and profit down 71%. Ouch!


Yet, despite those numb…

11 months, 2 weeks ago

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