Podcast Episodes

Your complete guide to fixed income & high inflation investing

Season 3 Episode 80

If you're worried about high inflation, the impact of interest rates on bond and stock markets, or simply what goes into professional credit investin…

4 years, 2 months ago

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How analysts calculate intrinsic valuation: DCFs, IRRs, DDMs, multiples & more

Season 3 Episode 79

Steve Johnson, CFA and Owen Rask discuss the definition of valuation, modelling, forecasting, estimating growth rates, terminal values and so much mo…

4 years, 2 months ago

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Alcidion's (ASX:ALC) Silverlink takeover & time to buy Magellan? | ft. Anirban Mahanti & Owen Rask

Season 3 Episode 78

Live on The Australian Investors Podcast this week, your weekly hosts Owen Rask & 7Investing's Dr Anirban Mahanti talk Magellan Financial Group Ltd (…

4 years, 3 months ago

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[REPLAY] Johnny Shapiro of the AFR | Unravelling corporate mystery

Season 3 Episode 77

Johnny Shapiro is a Senior Reporter for The Australian Financial Review, Australia's number-one finance newspaper. Johnny's expertise is investigatin…

4 years, 3 months ago

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[REPLAY] Norse Capital's Curtis Larson | Why winners keep on winning

Season 3 Episode 76

My guest for this episode is Curtis Larson, a private investor and portfolio manager for Norse Capital. Curtis is extremely generous with his time, m…

4 years, 3 months ago

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Playing to win | Joe Magyer, CFA

Season 3 Episode 71

Joe Magyer, CFA has been one of Australia's best investors over the past 10 years, leading Motley Fool Pro then Lakehouse Capital as Chief Investment…

4 years, 3 months ago

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Is EML Payments (ASX:EML) cheap? Bapcor (BAP) & AWS vs. Cloudflare | ft. Anirban Mahanti & Owen Rask

Season 3 Episode 75

The Australian Investors Podcast this week your weekly hosts Owen Rask & 7Investing's Dr Anirban Mahanti dive deep into cloud computing and the race …

4 years, 3 months ago

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Quantitative trading strategies on the ASX, ft. Invesco's Andre Roberts, CFA

Season 3 Episode 72

Andre Roberts, CFA is the Senior Portfolio Manager at Invesco, charged with managing multiple funds focused on building, deploying and running quanti…

4 years, 3 months ago

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PlaySide Studios (an update) + 1 more ASX small-cap

Season 3 Episode 74

This episode of The Australian Investors Podcast offers an update on PlaySide Studios Ltd (ASX: PLY), a company Owen released to AIP listeners in Aug…

4 years, 3 months ago

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A stock-picking checklist, Apple's new car & Altium (ALU) update | ft Anirban Mahanti & Owen Rask

Season 3 Episode 73

Live on The Australian Investors Podcast this week, your weekly hosts Owen Rask & 7Investing's Dr Anirban Mahanti talk Apple's (NASDAQ: AAPL) new car…

4 years, 3 months ago

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