Podcast Episodes
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Ep 64: Chris Bedingfield - Is property defensive in a COVID world?
How has COVID-19 affected property? In this episode, Chris and David discuss the impact of COVID-19 on property asset prices. Chris is a portfolio ma…
5 years, 10 months ago
Ep 63: Hamish Douglass - COVID-19, a Black Swan event
Magellan Global has returned 14.78% over 1 year to the 31st of March 2020. In what Hamish calls a classic Black Swan event, he and David discuss the …
5 years, 10 months ago
Ep 62: Martin Rosser - Positive returns through the COVID crisis
Alium Market Neutral returned 7.2% in March. Martin Rosser joins the podcast again to discuss how the Alium Market Neutral Fund has been able to g…
5 years, 11 months ago
Ep 61: Adrian Redlich - Double digit returns from asset backed debt
Adrian runs the Merricks Capital Partners Fund, a fund that provides senior asset secured debt to real estate, agriculture & occasionally infrastruct…
5 years, 11 months ago
Ep 60: Ben McGarry - Going Long In Capital Preservation
The Totus Capital Alpha Fund is up 9% CYTD for 2020, during a period when global equity markets have rerated significantly. Throughout the episode, B…
5 years, 11 months ago
Ep 59: John Hempton - Central Banks aren't the answer to Coronavirus
In John Hempton’s eyes, what is occurring in financial markets is not an economic problem that can be solved through central bank stimulus. It’s a vi…
6 years ago
Ep 58: Chris Joye - Coronavirus, property & debt
Chris joins David in this special episode to discuss the Coronavirus, housing markets, private debt and LIC stamping fees. Chris is of the view that …
6 years ago
Ep 57: Jeff Emmanuel - Identifying growth opportunities & picking winners
Investing in growth opportunities that present themselves as emerging winners, Jeff backs the individuals behind what he identifies as a successful b…
6 years ago
Ep 56: Kim Morison - Turning water into gold
Deriving uncorrelated returns to traditional asset classes, as at January 2020 the Argyle Water Fund has returned 19.1% p.a. since inception (2012) b…
6 years, 1 month ago
Ep 55: Andrew Mitchell - Keeping a finger on the pulse of small caps
The Ophir Opportunities Fund has returned 26.1% p.a. since inception in August 2012 (net of fees) and their latest Global Opportunities Fund has retu…
6 years, 1 month ago