• Podcast Episodes

    RUDI FILAPEK-VANDYCK | from FNArena
    July 1, 2025
    In this episode I'm joined by Rudi Filapek-Vandyck, the editor of FN Arena Investing Newsletter, to talk deep market insights, his All-Weather Model Portfolio and the strategies that have shaped his approach to investing in quality growth stocks. Rudi shared his journey, lessons learned, and why...
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    SLAVA PLATKOV | from Dimensional Funds
    June 25, 2025
    I recently had the pleasure of chatting with Slava Platkov, a Senior Portfolio Manager and Vice President at Dimensional Fund Advisors’ Sydney office. Slava’s journey from Ukraine to Australia, his semi-professional football days, and his expertise in factor-based investing made for a fascinating...
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    BOB ELLIOTT | from Unlimited Funds
    June 17, 2025
    In this episode I'm joined by Bob Elliott the co-founder and CEO of Unlimited Funds, for an eye-opening exploration of hedge funds and their role in modern investing. With years of experience as a macro investor at Ray Dalio's Bridgewater Associates, Bob brings a wealth of knowledge, breaking...
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    GEOFF WILSON | from Wilson Asset Management
    June 10, 2025
    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)...
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    OLIVER MANDER | from NZSA
    June 4, 2025
    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...
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    ANDREW PAGE | from Strawman
    May 27, 2025
    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...
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    JEFF SARTI | from Morton Wealth
    May 20, 2025
    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...
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    TONY KYNASTON | from QAV Podcast
    May 14, 2025
    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...
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