• Listen on YouTube
    Listen on Apple Podcasts
    Listen on Spotify
  • Latest Episodes

    In this episode, I chat with Jack Briggs, Portfolio Manager at Ellerston Capital, who oversees the Australian Micro Cap Fund, Emerging Leaders Fund, and Mid Cap Opportunities Fund. Jack breaks down the micro, small and mid cap sectors, explains how professionals identify mispriced companies,...
    Read more...
    Cloudastructure: 271% Revenue Growth and the AI That Stops Crime Before It Happens My guest this week is James McCormick, CEO of Cloudastructure (Nasdaq: CSAI) — an AI-powered video surveillance and remote guarding company out of Palo Alto, California. Here's a question worth sitting with:...
    Read more...
    Ferrari isn’t just a car company - it’s one of the most successful luxury goods businesses on the planet. Since listing in 2015, Ferrari’s stock (RACE) has risen more than 640%, outperforming gold, Tesla, and almost every major index. In this episode John Connolly joins me to unpack the economics...
    Read more...
    In this I speake with Morningstar Australia’s Equity Market Strategist, Lochlan Halloway, to unpack four major ASX‑listed companies: Woolworths (WOW), WiseTech Global (WTC), Ansell (ANN) and Technology One (TNE). Lochie explains what each business actually does, why their share prices have...
    Read more...
    Shares for Beginners and Tykr proudly present "Weekend Watchlist". We dissect a company using Tykr's risk rating and fair value analysis process. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Get your free trial and special discount...
    Read more...
    In this episode I'm joined by Clem Chambers to unpack a rapidly changing global landscape. With Iran strikes shaking markets, oil volatility rising and crypto still under pressure, Clem explains why long term investors should stay calm - and where he sees real opportunities emerging. Clem...
    Read more...
    Discover how to pick winning stocks and beat the S&P 500 with Tony Kynaston's proven QAV (Quality at Value) investing methodology. It's a systematic checklist for identifying undervalued quality companies, timing buys and sells with a "three-point trend line" and avoiding market noise. QAV...
    Read more...
    Artificial intelligence is going through a major transition - one that could reshape the entire semiconductor industry. For years, the narrative has been simple: Nvidia makes the GPUs that train AI models, and therefore Nvidia is the way to invest in AI. But as Gary Brode from Deep Knowledge...
    Read more...
    More Posts
  • Listen on Apple Podcasts
    Listen on Google Podcasts
    Listen on Spotify
    Listen on Castbox