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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
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
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
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
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
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
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
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
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
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