• Podcast Episodes

    In this episode I sit down with Geoff Wilson, the founder, chairman, and Chief Investment Officer of Wilson Asset Management. He has over 45 years of experience in investment markets, managing over $5.8 billion for more than 130,000 retail investors through nine listed investment companies (LICs)...
    Read more...
    I recently had the pleasure of sitting down with Oliver Mander, the Chief Executive Officer of the New Zealand Shareholders Association (NZSA). As someone who’s passionate about investing and governance, Oliver offered a fascinating deep dive into the world of investing in New Zealand, a market...
    Read more...
    In this episode I welcome back Andrew Page, the founder of Strawman.com, an online investment club for investors to exchange ideas and debate on buying companies on the ASX. Andrew attempts to uncover hidden gems in the Australian small and mid-cap sharemarket, blending meticulous research with a...
    Read more...
    My guest this week is Jeff Sarti, CEO of Morton Wealth. Jeff is a CFA charterholder managing over $3 billion in assets, and the author of the Healthy Skeptic newsletter where he challenges conventional investing wisdom. We talked about true diversification, the risks of outdated strategies, and...
    Read more...
    My guest in this episode is the always welcome Tony Kynaston from QAV. Today, we dove into intrinsic value and company valuations. Tony explained valuation as a heat map. No single number pins down a company’s worth. He uses multiple methods to gauge value. Companies get valued by assets or...
    Read more...
    This is a fun conversation with Tobias Bucks, Portfolio Manager of Global Small Caps at Ausbil. It turned out to be one of the most fascinating conversations I’ve ever had. Tobias has a unique background in social anthropology, bringing a perspective to investing that was as refreshing as it was...
    Read more...
    I sat down with Petra Bakosova, portfolio manager at Hull Tactical to explore algorithmic trading and math-driven investing. Petra’s insights were sharp and accessible. Petra’s a math whiz. She studied applied mathematics in Bratislava, Slovakia and financial mathematics at the University of...
    Read more...
    I recently had the pleasure of sitting down with Darren Thompson, Chief Investment Officer at Equity Trustees. We explored how a nearly 140-year-old firm like Equity Trustees stays nimble, the art of balancing profit with purpose, and practical advice for everyday Australians looking to grow...
    Read more...
    More Posts
  • Listen on Apple Podcasts
    Listen on Google Podcasts
    Listen on Spotify
    Listen on Castbox