Podcast Episodes
Back to Search
Expert: Thomas Valenzuela - Building a concentrated portfolio of long-term compounders | Stewart Asset Management
Season 6 Episode 483
Thomas Valenzuela is the Chief Investment Officer for Stewart Asset Management, a New York based asset manager that aims to compound client capital t…
4 years, 7 months ago
Rate rises, growth stocks & Ren's monopoly thesis
Season 6 Episode 482
Right now, a week in markets feels like a long time! We are living through very strange times in markets ... the world is upside down and there is so…
4 years, 7 months ago
Expert: Tim Samway - How a growth fund manager is reacting to markets
Season 6 Episode 481
Tim Samway is the Chairman of Hyperion Asset Management, an Australia-based fund manager focused on buying the highest quality companies at reasonabl…
4 years, 7 months ago
Compair the pair - CEOs go head to head | Quartr Reporting Season
Season 6 Episode 480
In this episode Bryce & Alec "compare-the-pair' when it comes to rival CEO's talking about the same subject within their companies by listening to th…
4 years, 7 months ago
Expert: Tobias Carlisle - Finding deep value in today's market conditions
Season 6 Episode 479
Tobias is the portfolio manager of Acquirers Funds, including the NYSE listed ETF Acquirers Deep Value, ticker code DEEP, and the author of multiple …
4 years, 7 months ago
Breaking down the supply chain - Apple, Maersk, Home Depot & more | Quartr Reporting Season
Season 6 Episode 478
In this episode Bryce & Alec dissect a sampling of companies within the global 'supply chain' sector through the new app QUARTR which gives you acces…
4 years, 8 months ago
Expert: Andy Simon - Where to from here for growth stocks | TDM Growth Partners
Twelve months ago, TDM published a memo on the macro environment, predicting that the ‘mid-pandemic world of cheap money and crazy valuations’ would …
4 years, 8 months ago
Can you hear their fear? CEOs of growth stocks down more than 40% | Quartr Reporting Season
Season 6 Episode 476
Growth stocks have taken a hammering in the last few months as the NASDAQ is down 15% from its all time high - but more than this, more than a quarte…
4 years, 8 months ago
Bonus: William Studebacker - The future of robotics and automation | ETF Securities
Season 6 Episode 475
In today’s episode Bryce & Alec are joined by William Studebaker, the President & CIO of ROBO Global, the company that builds the index behind the ET…
4 years, 8 months ago
Expert: Enrique Klix - Launching a SPAC for Aussie tech
Season 6 Episode 474
There’s been a lot of buzz around SPAC's - why are they so popular?
You may have heard the term SPAC, but be unfamiliar with what exactly a SPAC is. I…
4 years, 8 months ago