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Episode 112 - Becoming a full time investor – resources, networks and more
Duration 40:23 | File Size 38.7 MB
One of the most frequently asked questions for this podcast is how hard it is to make the transition to full time investing, and how to get started.
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Episode 111 - Tech megacaps – dangerous bubble or quality blue chips?
Duration 34:30 | File Size 32.8 MB
To the astonishment of many commentators, the Nasdaq, the tech-heavy US index, is actually up for calendar year 2020, having regained all of its losses since the COVID crisis. Investors who have held the FAANG stocks and darlings such as Tesla have generated vastly greater returns than those who have not.
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Episode 110 - Don’t fight the Fed - why shares keep rising in a troubled economy
Duration 35:37 | File Size 33.9 MB
Ever wondered why shares keep rising despite an increasingly troubled economic outlook? What do expressions like ‘don’t fight the Fed’ and ‘brrrr’ mean?
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Episode 109 - Pre 30 June strategies to save tax and build wealth
Duration 46:24 | File Size 44.1 MB
The end of the financial year is a great time to review your portfolio and ensure you are aware of the tax deductions and incentives that exist for your investments and your personal income. Many recent changes could offer benefits for certain taxpayers.
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Episode 108 - Capital Raisings and Opportunities outside the ASX100
Duration 26:52 | File Size 25.8 MB
Small cap stocks have lagged large caps over the last twelve months, and are often forgotten as investors look to big names in times of trouble. Many Australian smaller companies have come to market seeking capital to ensure they can stay profitable post Covid19 and into a recovery.
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Episode 107 - Dividends, franking and the new normal - a 40% decline?
Duration 31:34 | File Size 30.3 MB
With major Australian companies cutting and deferring dividends, investors relying on equities for income are facing a challenging year ahead. Martin Currie’s Australian equity team have crunched the numbers and estimate a cut of 40% in yield for the ASX200 in 2020.
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Episode 106 - Emerging Markets – mega cities and technology leadership in the Covid19 era
Duration 42:14 | File Size 40.5 MB
Prior to the Covid19 crisis, the rise of China was one of the driving growth opportunities behind many Australian companies and global mega-caps (think Tencent and Alibaba). Yet many other emerging markets offer similar trends – technological prowess, an educated and increasingly wealthy middle class, and rapid urbanisation.
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Episode 105 - Downturn and recovery – how the economy and markets can respond to the pandemic
Duration 40:31 | File Size 38.5 MB
Precipitous falls on global markets have been followed by thrilling bounces, while economic data is weak and getting weaker. Australia has so far avoided the worst of the health crisis, but its economic fortunes appear much less optimistic, with predictions of recession and even depression. So are share markets looking complacent?
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Episode 104 - The bear case – How bad can it get?
Duration 40:31 | File Size 38.5 MB
Despite the horrendous toll of COVID19 dominating the headlines, markets are showing surprising resilience following their initial sharp falls. Recent bounces have been some of the largest in history, illustrating the optimism of some market participants. So is all the bad news priced in?
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Episode 103 - Navigating a crisis with David Koch
Duration 42:50 | File Size 22.1 MB
Kochie has been a business journalist – and a business owner – covering economics and business for more than four decades. He’s seen – and survived - the Global Financial Crisis, the tech wreck, 1987’s Black Monday, the Asian Financial Crises and even the Gold Crisis of the late 1970s. So what can he tell us about how to survive as an investor and/or as a business owner about how to manage the coming weeks and months?
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Episode 102 - A virologist and portfolio manager talks COVID-19, healthcare stocks and what the future holds
Duration 42:50 | File Size 22.1 MB
Platinum’s Dr Bianca Ogden has a PhD in virology, and manages their Global Healthcare Fund. On this podcast, Platinum’s Julian McCormack told investors to take money off the table in 2019, saying sectors of the market were hugely overvalued. So what are they saying now?
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Episode 101 - Is this it? End of the bull market or buying opportunity?
Duration 42:50 | File Size 22.1 MB
The ASX200 had its largest one day fall since the GFC this week, the S&P500 was closed to prevent a fall of more than 7% in a session, and record highs are a distant memory. Coronavirus and oil shocks are creating worldwide disruption and investors are fearing recession – or worse.
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Episode 100 - What I learned – how Peter Switzer became a finance expert
Duration 1:02:48 | File Size 24.1 MB
When searching for businesses that can generate excess returns on a sustainable basis, the concept of a moat can be invaluable. How wide is the barrier between you and your competitors, and can it be maintained?
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Episode 99 - Moats: Understanding Warren Buffett’s key criteria for investment
Duration 25:17 | File Size 24.1 MB
When searching for businesses that can generate excess returns on a sustainable basis, the concept of a moat can be invaluable. How wide is the barrier between you and your competitors, and can it be maintained?
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Episode 98 - Tax and your investments - how to manage your tax affairs
Duration 34:42 | File Size 66 MB
It is said you can’t avoid death and taxes, but how do taxes affect your earnings, and what can you do about it? Listeners regularly ask us to discuss franking, the 45 day rule, deductions and other tax rules that affect how much of your investment returns you keep.
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Episode 97 - How to build a portfolio from scratch
Duration 54:14 | File Size 103.2 MB
One of the questions we most frequently get asked is how to build an investment portfolio. If you’re just starting out, or you’ve decided to review your portfolio, what are the key principles you can use to build a suite of investments you’ll want to hold for the long term?
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Episode 96 - A new decade and what it means for your portfolio
Duration 43:17 | File Size 82.3 MB
As we enter the 2020s, there are signs of the end of globalisation, trade liberalisation and capitalism as we know it. Critical technology and demographic trends will arise, presenting both opportunities and threats for your portfolio.
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Episode 95 - Equities for income – the best of both worlds?
Duration 12:16 | File Size 11.7 MB
A dividend bonanza in early 2019 has rewarded many income investors, however some have hurt badly with unexpected dividend cuts from former blue chips. So how to manage an income-focussed equity portfolio?
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Episode 94 - How to value a company
Duration 42:55 | File Size 40.8 MB
One of the greatest challenges for any investor is determining the value of a company they wish to invest in – how good is the business model, and how much should you pay for it?
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Episode 93 - What a downturn could mean for your shares
Duration 25:40 | File Size 24.4 MB
Australian retailers are currently recording some of their worst trading conditions on record, but are these challenges cyclical or structural? In other words, is the pain inflicted on your portfolio likely to be temporary, or permanent?
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Episode 92 - What I've learned - from a share investing podcaster
Duration 28:05 | File Size 24.1 MB
Phil Muscatello host of the podcast Shares for Beginners shares his experiences on getting started in the sharemarket and his top ten lessons learnt.
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Episode 91 - Finding diamonds: why the ASX still offers value
Duration 25:19 | File Size 24.1 MB
The ASX has delivered over 18% calendar year to date, an exceptional result. So is there still value to be found in Australian equities, or should you look elsewhere for returns on your investments?