Equity ASA: Recent Episodes

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Simon Shields is the Portfolio Manager and co-founder of Monash Investors. We spoke about his approach to investing, an overview of the recent reporting season, the difference between focussing on absolute and relative returns and the early warning triggers they use to reduce exposure to companies in their fund that may be facing challenges to their share price. They have a listed ETMF and you can find out more here: Monash Absolute Active Trust (Hedge Fund) ASX Code: MAAT https://monashinvestors.com/maat/ Monash has an absolute return focus to investing in shares, long and short. Prior to this, Simon spent 25 years as an analyst, portfolio manager and head of equities for large fund management businesses.

We spoke about:

• Perplexing Management Exodus Syndrome
• Long and Short Strategies
• Porter's Five Forces
• Smoothing out lumpy distributions

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

Hosted on Acast. See acast.com/privacy for more information.

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Martin Filz is the CEO and managing director of Pureprofile Ltd, a data and insights organization that provides online research and digital advertising services for agencies, marketers, researchers, and publishers in Australia, Europe, and the United States. We spoke about how data helps government and business respond to consumer needs, the company's expansion into Europe, Asia and the US, and the latest financial results.

Martin Filz is one of the most well-respected and influential individuals in the market research industry and has held senior executive roles as Managing Director of EMEA and APAC at Research Now (now a part of Dynata) and CEO of EMEA / APAC at Kantar-owned, Lightspeed GMI. He joined Pureprofile from Eureka AI, a business intelligence platform, where he was Managing Director and Chief Revenue Officer. He is active in digital and research bodies including the Association of Market and Social Research Organisations (AMRSO), ESOMAR, the Australian Market and Social Research Society (AMSRS), and the Interactive Advertising Bureau (IAB).

Pureprofile Ltd operates through three segments: Data & Insights; Pure amplify Media AU; and Pure amplify Media UK. The Data & Insights segment conducts market research; and accesses insights and campaigns through its proprietary self-service platform. The Pure amplify Media AU segment buys and sells online advertising inventory on behalf of advertisers and publishers. The Pure amplify Media UK segment generates leads for clients through its consumer database and proprietary and partner digital assets. The company was founded in 2000 and is headquartered in Surry Hills, Australia.

Pureprofile website: https://business.pureprofile.com/investor-centre/

Simply Wall St Analysis: https://simplywall.st/stocks/au/media/asx-ppl/pureprofile-shares

The company and/or guest has contributed to the costs associated with producing this episode of Equity ASA.

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

Hosted on Acast. See acast.com/privacy for more information.

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My guest today is Sebastian Evans Chief Investment Officer/ Managing Director at NAOS Asset Management. We spoke about the NAOS investing philosophy and some of the businesses they invest in including:

• Big River
• Gentrack
• Maxiparts
• Move Logistics

Here's a link to the NAOS Investor Roadshow Presentation for more details. National Roadshow NAOS Asset Management (hubspotusercontent-na1.net)

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

Hosted on Acast. See acast.com/privacy for more information.

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In this episode I'm joined by Investment Specialist Julian McCormack from Platinum Asset Management. We spoke about the unwinding of equity market bubbles, the reversal of the largest peace time stimulus in human history, the reduced incentives for banks to lend money and whether a recession is on the horizon.

Find out more at: https://www.platinum.com.au/Insights-Tools/The-Journal/Shifting-Sands-The-Cycle-Looks-to-Have-Changed-Sho

This information has been prepared by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935, trading as Platinum Asset Management (“Platinum”). This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions. Commentary reflects Platinum’s views and beliefs at the time of preparation, which are subject to change without notice. Certain information contained in this podcast constitutes "forward-looking statements". Due to various risks and uncertainties, actual events or results, may differ materially from those reflected or contemplated in such forward-looking statements and no undue reliance should be placed on those forward-looking statements.To the extent permitted by law, no liability is accepted by Platinum for any loss or damage as a result of any reliance on this information.

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

Hosted on Acast. See acast.com/privacy for more information.

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Andy Darroch is the principal of Advise Me Today an independent financial advice firm. He comes from a stockbroking background and has worked for Wilsons Advisory and Macquarie Bank. We speak about the true meaning of independent financial advice, whether SMSFs are the best choice for investors who want more control and the questions to ask a potential financial adviser.

Andy Darroch is an Independent Financial Adviser who runs Sydney based Advise Me Today – Independent Financial Advice. Advise Me Today has a very simple philosophy, advice that puts clients first.

www.advisemetoday.com.au

contact@advisemetoday.com.au

1300 978 737

Advise Me Today Pty Ltd is a Corporate Authorised Representative (Number 1289358) and is authorised through Independent Financial Advisers Australia, AFSL 464629. Andrew Darroch is an Authorised Representative (Number 1252820) of Independent Financial Advisers Australia, AFSL 464629.

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

Hosted on Acast. See acast.com/privacy for more information.

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In this episode I'm joined by Vihari Ross, Head of Research / Head of Core Series / Portfolio Manager at Magellan. We discussed:

• The numbers that she finds important in stock selection
• The distribution curve of possible future share price movements
• Investing in automation and other disruptive technologies
• Alibaba's upcoming Hong Kong listing
• The pricing power of desirability

Funds discussed:

• MFG CORE INTERNATIONAL FUND TICKER MCSG
• ESG CORE ESG FUND TICKER MCSE
• CORE INFRASTRUCTER TICKERMCSI

https://www.mfgcoreseries.com.au/core-funds

Vihari Ross is a Portfolio Manager and is Head of the Core Series and Head of Research. Vihari has 20 years of experience and joined Magellan in 2007. Prior to the promotion to Head of Research, Vihari was most recently Head of Franchises and she retains responsibility for research coverage of franchises stocks. Before joining the Franchises team in 2009, Vihari was a Senior Analyst on the Financials team. Prior to Magellan, Vihari spent four years as an equity analyst at Ausbil Dexia, covering the financials and consumer sectors, and worked as a quantitative analyst at Commonwealth Investment Management (now Colonial First State). Vihari holds a Bachelor of Commerce majoring in Actuarial Studies and Finance and a Master of Commerce majoring in Finance from the University of New South Wales. She is an Associate of the Institute of Actuaries. Vihari is a member of Magellan’s Investment Committee.

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

See acast.com/privacy for privacy and opt-out information.

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Stockspot is Australia's first and largest digital investment advisor. It was founded in 2013 with a mission to help more Australians access expert investment advice and portfolio management. Marc Jocum is the Senior Manager of Investment and Business Initiatives. Marc Joined me to chat about Stockspot's recently published 2022 ETF Report. We spoke about:

The $10 billion dollars made by investors in ETFs over the last five years.

How ETFs are the investment industry's best-kept secret.

Judging the best-performing ETFs on a five year return basis.

How savvy investors are shunning high fees.

The dangers of Thematic ETFs

If you'd like to find out more download a copy of the report at this link: https://www.stockspot.com.au/etf/

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

See acast.com/privacy for privacy and opt-out information.

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In May, Australian Shareholders’ Association held Investor Conference 2022 in Melbourne, at the Sofitel hotel. It was a great event for members and the many sponsors. It was the first large conference many had attended for a while, and there was a detectable sense of relief that we could all get together. In this episode I’ve tried to capture the spirit of the conference talking with ASA staff and many of the sponsors. 

The conference theme was Future Proofing Your Investments.

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

See acast.com/privacy for privacy and opt-out information.

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James Holt is Director, Investment Solutions,.Perpetual Limited (ASX:PPT) a diversified financial services company, which has been serving clients since 1886. James leads a team of two Investment Solutions Specialists and an Investment Writer to provide commentary, analysis and technical investment support to stockbrokers, financial advisers and investors in Perpetual Investments’ funds. He's worked in the financial services industry for over twenty years. Prior to joining Perpetual Investments in 2014, he was a Director and Investment Specialist with the Portfolio Management Group of BlackRock Australia. Prior to this, he worked for BT Financial Group, Zurich Scudder Investments and Macquarie Bank.

We spoke about the current inflationary environment and James' historical overview providing context to what we are seeing at the moment, the Perpetual Investing philosophy which is "value oriented but not value obsessed", and some of the current companies and sectors of interest to Perpetual.

Below are the links to the funds mentioned by James:

• ASX: PIC https://www.perpetualequity.com.au/
• ASX: PCI https://www.perpetual.com.au/income
• ASX: GIVE https://www.perpetual.com.au/funds/perpetual-ethical-sri-fund-asx-give
• ASX: IDEA https://www.perpetual.com.au/funds/perpetual-global-innovation-share-fund-asx-idea

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

See acast.com/privacy for privacy and opt-out information.

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Jamie Hanna is Deputy Head of Investments & Capital Markets at VanEck Australia. We spoke about:

• The best times of day to buy and sell ETFs
• Infrastructure - the sector that allows us to live our lives comfortably
• The global shortfall in infrastructure spending
• Some companies included in the fund
• The role of infrastructure in a portfolio

Characteristics of infrastructure sector include:

• Predictable cash flow
• No competition
• Longevity
• Revenues linked to inflation

Here's a link to IFRA, the VanEck ETF that provides exposure to global infrastructure opportunities: https://www.vaneck.com.au/etf/equity/ifra/snapshot/

Jamie provides portfolio management and capital market trading across the full range of VanEck’s passive solutions. Prior to joining VanEck, Jamie worked at Source ETFs in investment management and he held various roles at ABN Amro, Deutsche Bank, Morgan Stanley, Morgan's and PricewaterhouseCoopers. Jamie has a Bachelor of Commerce (Finance and Management Accounting) from the University of Newcastle and is an Associate of the Chartered Institute for Securities and Investment.

https://www.vaneck.com.au/

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

See acast.com/privacy for privacy and opt-out information.

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Matthew Holberton is the National Manager Listed and Capital Markets for Fidante Partners. Matthew works closely with his clients to find investment solutions within Fidante’s suite of boutique asset managers. We spoke about fixed income and the funds in the ActiveX series that provide diversified, global fixed income Active ETFs managed by two of Australia’s leading fixed income managers.

• What is fixed income?
• Why have traditional fixed income strategies suffered in recent months?
• What is the role of fixed income in a portfolio?
• How can returns be generated from fixed income?
• What are the risks in fixed income?

ActiveX Ardea Real Outcome Bond Fund (Managed Fund) Code: XARO

ActiveX Kapstream Absolute Return Income Fund (Managed Fund): Codes: XKAP

For more information go to: https://www.fidanteactivex.com.au/

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

See acast.com/privacy for privacy and opt-out information.

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In this episode we welcome Oscar Oberg from Wilson Asset Management. Oscar is the Lead Portfolio Manager responsible for WAM Capital (ASX: WAM), WAM Microcap (ASX:WMI), WAM Research (ASX: WAX) and WAM Active (ASX: WAA). We discussed how the current macro environment is affecting equity markets and why it's more difficult to invest in than during the Covid Crunch, why WAM likes the LIC structure, their three-pronged investment process and some companies that Oscar likes at the moment in the oil services, agriculture and travel sectors.

Find out more about Wilson's at: https://wilsonassetmanagement.com.au/

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

See acast.com/privacy for privacy and opt-out information.

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My guest today is Liz Tian from CitiFirst Warrants, where she discusses how Instalment Warrants can be used in an SMSF for capital growth and income. Here's a link to CitiFirst's Trading & Investments Guide https://au.citifirst.com/EN/TradingAndInvestmentGuides

For more information, contact the CitiFirst® Sales Desk at: Phone: 1300 30 70 70 Email: citifirst.au@citi.com

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

See acast.com/privacy for privacy and opt-out information.

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Simon Shields is the Portfolio Manager and co-founder of Monash Investors. We spoke about his approach to investing, an overview of the recent reporting season, the difference between focussing on absolute and relative returns and the early warning triggers they use to reduce exposure to companies in their fund that may be facing challenges to their share price. They have a listed ETMF and you can find out more here: Monash Absolute Active Trust (Hedge Fund) ASX Code: MAAT https://monashinvestors.com/maat/

Monash has an absolute return focus to investing in shares, long and short. Prior to this, Simon spent 25 years as an analyst, portfolio manager and head of equities for large fund management businesses. Unusually for a professional fund manager, he was fortunate to move between firms that had widely differing investment styles of growth, value and DCF approaches. Monash has taken advantage of this experience to create an agnostic approach to investing that focusses on absolute instead of relative returns.

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

See acast.com/privacy for privacy and opt-out information.

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In this episode Perth Mint’s Listed Products and Investment Research Manager Jordan Eliseo talks about inflation, FinTwit, interest rates and cryptocurrencies, as well as what’s been happening in precious metal markets and the ongoing role of gold in a well-diversified portfolio. https://www.perthmint.com/

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

See acast.com/privacy for privacy and opt-out information.

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In this episode we're joined by Shani Jayamanne & Mark Lamonica from Morningstar Australia to talk about the evolution of the 4% rule in retirement savings drawdowns. We spoke about:

• The 4% rule – what it is, why we’re talking about it.
• Since Bill Bengen formulated that rule, we’re obviously in a very different environment.
• Morningstar has revised the 4% rule – what does this mean for investors?
• What are the implications of the forward estimated returns?
• What does the State of Retirement Income report say about what investors can do about this?

The State of Retirement Income Report is available on Morningstar Investor. To take out a four week, free trial, the link is: https://go.morningstar.com.au/investor and this is the link behind the paywall https://premium.morningstar.com.au/learn/investing/217021/morningstar-state-of-retirement-report

This is Shani & Mark's podcast page: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

See acast.com/privacy for privacy and opt-out information.

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Ian Irvine is the Chief Executive Officer of the Listed Investment Companies and Trust Association. LICAT represents the interests of Listed Investment Companies (LICs), Listed Investment Trusts (LITs) and investors to protect, to develop and grow the sector through advocacy and education

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

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Rachel Waterhouse took over the role of CEO in the middle of 2021. In this episode we speak about her previous career, meeting ASA and her vision for the future.

Rachel has 20 years of business leadership experience within industry and professional associations and the financial services sector. With a background in digital and traditional communications, media, marketing, sales, partnerships, product management, and events, she has implemented effective organisational strategies and coached teams to excellence.

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

See acast.com/privacy for privacy and opt-out information.

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My guest today is Sebastian Evans Chief Investment Officer/ Managing Director at NAOS Asset Management. We spoke about the NAOS investing philosophy and:

• Sebastian’s wariness about leveraged companies
• The NAOS LICs that target opportunities in small-mid cap sectors
• The Investment Universe Funnel for identifying opportunities
• Constructive engagement with the companies they invest in
• Opportunities for accessing Private Equity via their Private Opportunities Fund

NAOS are proudly sponsoring ASA’s Virtual Investment Forum – grow your portfolio with ETFs & LICs, 23rd & 25th November. More at https://australianshareholders.com.au/

Link to NAOS Asset Management

https://www.naos.com.au/

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

See acast.com/privacy for privacy and opt-out information.

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John Kelly is a founder and Managing Director of Atomo. He came into diagnostics with a track record of radically transforming the user experience and health outcomes in the medical device field. Atomo Diagnostics Limited (ASX: AT1) is an innovative medical device company supplying unique, integrated rapid diagnostic test (RDT) devices to the global diagnostic market. It is headquartered in Australia with global operations, arming consumers with simple to use, fast, accurate diagnoses and a seamless pathway to treatment, empowering patients to live healthier, more informed lives and making healthcare more accessible.

Atomo was founded by a grant from the Bill & Melinda Gates Foundation. The RDT devices were originally designed to easily diagnose HIV & malaria but has now been adapted for testing for Covid-19.

The guest and/or company has contributed to the cost of production.

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

See acast.com/privacy for privacy and opt-out information.

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Sir Ronald Cohen is an Egyptian-born British businessman, who fled his birthplace with his family in 1957, following the Suez Crisis, with only £10 to their name. Despite his family’s economic struggles, Sir Ronald’s hard work saw him win a scholarship to Oxford and then attend Harvard Business School.

Referred to by the British press as ‘the father of British venture capital’ and ‘the father of social investment’, he is now leading the Impact Revolution – a movement seeking to achieve real social and environmental change. With an impressive background in management consulting, venture capitalism, and social investments, Sir Ronald has a compelling perspective on how to reshape capitalism.

We spoke about his Harvard Business School research into impact weighted accounts. This research measured the environmental impacts from the operations of 3,000 companies and found 450 of them create more damage than profit, 1,000 create damage equivalent to 25% of their profit, and 2/3 create damage less than 25% of their profit. Sir Ronald believes changing the world and making a profit go hand in hand. He says investors should put money into the hands of those who do good and do well at the same time.

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

See acast.com/privacy for privacy and opt-out information.

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Dr Laura Rusu is the founder & CEO of LENSELL® the only Global Digital Platform for Corporate Performance Democratisation that allows retail investors and other stakeholders get fast and easy access to corporates' financial and non-financial performance. We help people make better informed decisions with data driven insights.

Diversiview Online Investment Portfolio Risk Tool https://diversiview.online/

ASA webinar with Laura (member access only): https://bit.ly/2WQprLN

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

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Jason McIntosh is the founder of Motion Trader, an algorithmic subscription-based trend identification service. We spoke about:

• The problems with buying the dip
• The dangers of averaging down
• The fear of buying into strength
• Thinking about when to sell whether you’re sitting on a loss or a profit

Here’s a link to some videos where he introduces his trading philosophy:

https://www.motiontrader.com.au/asa

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

See acast.com/privacy for privacy and opt-out information.

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Christian Eckelmann is the co-founder of Upstreet, a new app that makes it easy to earn shares while you shop. Upstreet is one of a new breed of fintech startups that is making it easy to invest in shares with the smallest amounts of money. Upstreet is giving away free fractional shares at moonshot.upstreet.co. Earn up to $100 worth of rewards.

Upstreet website: https://www.upstreet.co/

Linkedin: https://www.linkedin.com/company/upstreet-co/

Facebook: https://www.facebook.com/upstreet.co

Instagram: https://www.instagram.com/upstreet.co/

Twitter: https://twitter.com/get_upstreet

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

See acast.com/privacy for privacy and opt-out information.

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The Australian Shareholders’ Association Annual Conference was held on May 31 – June 1, 2021 at the Sydney Hilton Hotel. I had a great time mingling with members, sponsors and speakers. I hope these interviews capture some of the great spirit of everyone involved.

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

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Phil Lynch has over 30 years experience working in Asia Pacific (AP) markets with Johnson & Johnson. He is an experienced Board Director with a diverse background across corporate development, strategy, financial performance, marketing and governance. In his last role he was the Vice President, Commercial Growth where he partnered with the M&A team on integration and growth of acquired businesses in AP. He was previously Managing Director for the the Australian Consumer Health Products Company and in earlier roles led businesses in Thailand, Vietnam and Singapore and Sales & Marketing functions across AP. He’s a Business graduate from Monash University, He has completed post graduate studies at the University of Virginia Darden Business chool and is a Graduate of the Australian Institute of Company Directors.

Race Oncology seeks to prove the safety and efficacy of Bisantrene, though a clinical trial program focused on its Three Pillar Strategy, which capitalises on legacy trial indications in Breast & Acute Myeloid Leukaemia, but with a focus through Pillar one on Bisantrene's Pre Clinical potency in inhibiting the Fat Mass & Obesity Associated Protein (FTO), bringing broader potential application to Cancer therapeutics.

https://www.raceoncology.com/phil-lynch/

Simply Wall St Analysis: https://simplywall.st/stocks/au/pharmaceuticals-biotech/asx-rac/race-oncology-shares

The company and/or guest has contributed to the costs associated with producing this episode of Equity ASA.

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

See acast.com/privacy for privacy and opt-out information.

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Nick Nicolaides is from the brand new investing platform Pearler. Pearler was founded by 3 friends from Sydney in 2018 after they got fed up with only having two options to refer friends to when they wanted to start investing – confusing trading platforms or expensive micro-investment apps. Their goal is to make it easy for every Aussie to invest in shares the right way: incremental amounts in diversified portfolios, for the long-term.

Pearler website: https://pearler.com/

Linkedin: https://www.linkedin.com/company/pearler

Facebook: https://www.facebook.com/pearlerHQ

Instagram: https://www.instagram.com/pearlerhq/

Twitter: https://twitter.com/pearlerhq

Sign up using this link to receive free brokerage on your first share purchase

https://pearler.com/register?deal=sharesforbeginners

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

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Martin Filz is one of the most well-respected and influential individuals in the market research industry and has held senior executive roles as Managing Director of EMEA and APAC at Research Now (now a part of Dynata) and CEO of EMEA / APAC at Kantar-owned, Lightspeed GMI. He joined Pureprofile from Eureka AI, a business intelligence platform, where he was Managing Director and Chief Revenue Officer. He is active in digital and research bodies including the Association of Market and Social Research Organisations (AMRSO), ESOMAR, the Australian Market and Social Research Society (AMSRS), and the Interactive Advertising Bureau (IAB).

Pureprofile Ltd provides profile marketing and insights technology services for marketers, researchers, and publishers in Australia and internationally. The company operates through three segments: Data & Insights, Media, and Performance. The Data & Insights segment conducts market research; and provides research technology platforms. The Media segment buys and sells online advertising inventory on behalf of advertisers and publishers. The Performance segment generates leads for clients through its consumer database and proprietary and partner digital assets. It collects deep profiles of consumers and provides businesses the ability to segment, target, and engage with audiences through research, marketing, and advertising. Pureprofile Ltd was founded in 2000 and is headquartered in Darlinghurst, Australia.

Pureprofile website: https://business.pureprofile.com/investor-centre/

Simply Wall St Analysis: https://simplywall.st/stocks/au/media/asx-ppl/pureprofile-shares

The company and/or guest has contributed to the costs associated with producing this episode of Equity ASA.

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

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The Australian Shareholders’ Association's Annual Investor Conference is going live on May 31-June 1. It's the only place where you can hear directly from the Chairs of Commonwealth Bank, BHP, Telstra and Woolworths plus CEO’s of Fortescue Metals, Origin Energy, Sonic and the CFO of AGL.

It's 2 full days of networking, buffet lunches, morning and afternoon teas, cocktail reception and investment education with some of the most distinguished financial experts in Australia, at the Sheraton Grand Hyde Park Sydney. It's a great opportunity to meet like-minded investors and to hear presentations from the best minds in investing. Whether you're a beginner or have been building wealth for years, this conference offers something to suit everyone's level of investment knowledge. If you're in another capital city, there will be virtual meetings live-streamed in conference centres to be announced.

If you can make it to the Sydney event:

The FIRST 10 people to book get a 40% discount plus a FREE 1-year membership to ASA. That’s $890 of value for only $450.

Head to: www.australianshareholders.com/podcastoffer

For the live-streamed events:

The FIRST 10 people to book get a 40% discount plus a FREE 1-year membership to ASA. That’s $637 of value for only $397.

Head to: www.australianshareholders.com/podcastdeal

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Kanish Chugh is Head of Distribution at ETF provider ETF Securities for institutional, intermediary and retail clients. He joined ETF Securities in 2015 and has previous experience with Fidelity International, BlackRock and Australian Financial Review.

We spoke about some of the trends in battery technology, electric vehicles, the different flavours of lithium and how ETFs can diversify your exposure to themes of the future

https://www.etfsecurities.com.au/

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

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Mark Tobin is the founder of Coffee Microcaps. He is an analyst who focuses on the small end of the ASX, a part of the market that doesn’t receive a lot of attention. We spoke about Mark's guide to assessing the quality of company management.

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

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Tony Kofkin is founder & Managing Partner at Kofkin Bond & Co a leading Financial planning firm.

We addressed 2 main themes:

• What do financial planners offer experienced investors like those of the Australian Shareholders' Association?
• Why younger investors should think about financial planning in spite of the expenses involved.

Tony LinkedIn - https://www.linkedin.com/in/anthony-kofkin/

KB&C LinkedIn - https://www.linkedin.com/company/6635674/

KB&C Facebook - https://www.facebook.com/kofkinbond

KB&C Website - www.kofkinbond.com.au

The company and/or guest has contributed to the costs associated with producing this episode of Equity ASA.

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

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Kylie Purcell is the investments editor at Finder. She has a background in business and finance news with her work featured on sites including Yahoo Finance, Sky Business and the Adviser Magazine. She held previous roles at SBS, Your Money, TVNZ, CTGN, Switzer Group and Momentum Media. Kylie has a Masters in International Journalism and a Graduate Diploma in Economics. She is currently working towards ASIC RG146 compliance certificates for Financial Advice and Securities and Managed Investments. When she's not writing about the markets you can find her hunting for a good travel bargain.

"There are so many new platforms that are popping up these days. The newest brokers focus on US stocks. So now we've got a whole bunch of zero brokerage, US trading platforms out there. You might have seen eToro, we've got Stake, which launched a couple of years ago - that was the first in Australia to launch zero brokerage trading. So that's very low fees and you can invest smaller amounts with US stocks. They tend to be focused towards that kind of younger audience, that kind of Wall StreetBets audience that we see in the US. The Robin Hood investors where it's very minimalist design offering quick trades on your phone. They tend to be optimised for mobile, and that's the angle they tend to push. You want to trade GameStop or, or Facebook or whatever, you can make a quick trade so fast."

https://www.finder.com.au/author/kyliepurcell

https://www.finder.com.au/

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

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Jordan Eliseo is the Manager – Listed Products and Investment Research at Gold Corporation – The Perth Mint. Jordan has 25 years of experience in the finance industry including Chief Economist at ABC Bullion. The Perth Mintwas founded in 1899 and is Australia’s largest precious metals enterprise and distributes around $18 billion of precious metals in different products to investors in over 100 countries. Owned by the Government of Western Australia, The Perth Mint is backed by a unique government guarantee.In this episode, Jordan discusses all things gold: Fiat currency, how it compares to Bitcoin, why people choose to invest in it, why you may consider including it as part of your portfolio and different ways to invest in gold.The company and/or guest has contributed to the costs associated with producing this episode of Equity ASA.IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

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Ethical investing is becoming a key consideration for many investors. Claude Walker is the founder of A Rich Life and writes the Ethical Equities column for this publication.He had the good fortune of starting young as an investor, and was the Research Analyst and then Advisor of Motley Fool Hidden Gems from 2014 – 2018, during which period his recommendations more than doubled the market return. He considers the impact his investments have on society and the environment, not just the expected financial return.In the past few years he has enjoyed most success with medium-sized high-growth tech stocks on the ASX, but has continued to invest heavily in smaller, unloved and ignored micro-caps, because the market is much less efficient at the small end.We talk about his investing philosophy and shares a couple ideas about companies that he has invested in.IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

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Gemma Dale is the Director, SMSF and Investor Behaviour at Nabtrade and is the host of the Your Wealth podcast. It features insights and updates from market and finance experts to help investors become better informed. She is also a regular market and finance commentator on Your Money, Sky Business, featuring on Sunrise, AFR, ABC TV and Radio, Channel Ten and other media. She regularly presents at major industry events including ASX Investor and Adviser Days and the Kanga Conference. We talk about the podcast, some of her more recent guests, and about the surprisingly conservative investor behaviour witnessed during this extraordinary year.Link to Your Wealth Podcast - https://www.nabtrade.com.au/yourwealthIMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

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Tony Kynaston is arguably one of Australia’s best private investors. Tony is a former senior executive of companies like Coles and Shell. He started investing in the stock market 30 years ago and developed a checklist methodology to become a professional investor. It’s called Quality at Value, and it tells him what to buy and when to buy it. The average return on his portfolio over the last 20 years has been 19.5% per annum – double the ASX index. He's joined me in this episode to talk about Quality at Value and the podcast that he's created with his friend Cameron Reilly - the QAV PodcastOn this podcast Tony teaches Cameron how to use the checklist to become a successful investor. It’s like a weekly university class on value investing from a full-time investor with a private portfolio bigger than some funds (according to his stockbroker). He's also just joined the Association so please make him welcome.You can find Tony & Cameron's podcast here - https://qavpodcast.com.au/IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

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Andrew is the founder and managing director of Strawman.com an online investors club which shares independent share market research and recommendations between Australia’s best private investors. With 11,000 current active members it is a thriving community of investors who compete against one another based on performance and community endorsement. Andrew has worked in financial markets for over 20 years, with experience as an equity’s investor and a market commentator.

Following are some questions that he believes that not only should be thought about, but written down before any share purchase:

• What does the business do?
• What do I understand about it?
• Why do I think earnings are going to grow the way I expect them to?
• How do I ascribe value to something like this?

Write down your thoughts when you’re researching a company and you will become a much better informed investor and you’ll have much higher levels of conviction. It will mean that when share prices inevitably fall you can judge whether something is fundamentally wrong with the business or the fall is due to other factors.

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

See acast.com/privacy for privacy and opt-out information.

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Australia is a world leader and innovator in the Buy Now Pay Later (BNPL) space. I'm joined today by Michael Eidel of Openpay ASX:OPY. Everyone has heard about Afterpay but it's worth noting that there are other players in this sector. Openpay partners with merchants to allow for customers to spread their payments over time at zero interest. It’s headquartered in Australia and its services are available here, in New Zealand and most recently the UK. It was founded in 2013 with Michael taking up the role of CEO since 2019. Michael talks about his previous career at CBA and how they first noticed things changing in the payment space and the difference between a large financial services company and running a small fintech startup.

Please Note: This episode was recorded prior to the reporting of FY20 annual results on August 31, 2020.

The company and/or guest has contributed to the costs associated with producing this episode of The Equity Investor Journey.

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

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In this episode I'm joined by David Bassanese the chief economist at BetaShares ETFs. We talk about his views on:

• The economy as the world comes out of lockdown
• The psychological effects of reducing interest rates
• The structural reasons for low inflation
• The outlook for banks, resources and technology sectors

David is responsible for developing economic insights and portfolio construction strategies for adviser and retail clients of BetaShares. He was an economic columnist for The Australian Financial Review (AFR) for over a decade and spent several years as a senior economist and interest rate strategist at Bankers Trust and Macquarie Bank.

He started his career as a Commonwealth Treasury official, after which he spent three years as a research economist at the Organisation for Economic Cooperation and Development (OECD) in Paris, France.

David is the author of two online investment books, including Australia’s most comprehensive book on the local ETF market. He graduated with first class honours from the University of Adelaide, and a Master in Public Policy from the J.F. Kennedy School of Government at Harvard University.

The company and/or guest has contributed to the costs associated with producing this episode of The Equity Investor Journey. IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

See acast.com/privacy for privacy and opt-out information.

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Tim Oldham is the CEO & MD of AdAlta, ASX code 1AD. Tim has more than 15 years of life sciences business development, alliance management, portfolio and product development, and commercialisation experience in Europe, Asia and Australia, with a particular focus on biologics, cell and gene therapies and pharmaceutical products. He joined me to chat about AD-214 the drug that AdAlta is developing for the treatment of pulmonary fibrosis.

The company and/or guest has contributed to the costs associated with producing this episode of The Equity Investor Journey.

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

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Brad Dunn is the Senior Credit Analyst of three eInvest Active Fixed Income ETFs – codes: ECAS, ECOR and EMAX.

Brad shares his views on:

• The future for interest rates.
• Why pay management fees for an active ETF when you can just buy the index?
• The problems with fixed income indices.
• Finding good corporate bonds.
• Credit Ratings Agencies.

Brad’s experience includes over 10 years as a credit and equities analysist for Ord Minnett. He is currently responsible for the credit analysis of three of eInvest’s Fixed Income Active ETFs – codes: ECAS, ECOR and EMAX. Brad has a Bachelor of Economics, majoring in Economics and Finance, as well as a Master of Applied Finance both from Macquarie University. Brad has also completed Level 1 CFA.

Brad has provided further information for Australian Shareholders Association members at www.einvest.com.au/asa

The company and/or guest has contributed to the costs associated with producing this episode of The Equity Investor Journey. IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

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Michael Dee is the founder and director of Pythagoras Investing a trading methodology that utilises volatility to find buy and sell signals. He's trained in Accounting, Finance and Investment, and spent his working life in the Finance Industry, specifically in wealth creation. He spent many years learning his craft in the Queensland Investing Corporation. In this episode we talk about the sectors that he is finding the most interesting at the moment.

Michael has a page with more information for members of the Australian Shareholders' Association. You can access it here: https://www.pythagorasinvesting.com/asa/

The company and/or guest has contributed to the costs associated with producing this episode of The Equity Investor Journey. IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

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Dr James Garner is the CEO of Kazia Therapeutics, an oncology-focused biotechnology company developing innovative anti-cancer drugs. It was great to chat with James about the development of Paxalisib a drug that is being tested for use in the treatment of brain tumours. He also shared some interesting insights into how drugs are developed and tested now. It's a sector that is benefiting from the streamlining of drug testing and novel paths to innovation.The company and/or guest has contributed to the costs associated with producing this episode of The Equity Investor Journey. Phil Muscatello is the producer and host of The Equity Investor Journey Podcast for the Australian Shareholders’ Association.Phil Muscatello is not an investor relations representative, corporate advisor or covering analyst for the company presenting on this podcast. Phil Muscatello or any related party associated with him does not hold any equity in the company presenting. All listeners must seek advice from an ASIC licensed finance professional before any investment in this company. Listeners are required to do their own research and due diligence in conjunction with relevant advice from your ASIC licensed finance professional.This podcast is for information and educational purposes only. It isn’t financial advice, as we don’t know your personal financial situation so you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

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Julian is an Investment Specialist at Platinum, an Australia-based investment manager that focuses on one asset class – international shares providing portfolios of listed companies from around the world. Platinum offers one core investment style – seeking out companies whose true worth and prospects are yet to be fully recognised by the market. He's joined us to talk about their approach to value investing. Julian explains about:

• Finding areas of neglect in times of uncertainty
• Areas of over-excitement from which to profit
• Regions that deserve investor attention
• the evolution of economies through the Asia region

If you are considering an investment in any fund managed by Platinum, you should read the latest product disclosure statement for the relevant fund, available at www.platinum.com.au.

This podcast is for information and educational purposes only. It isn’t financial advice, as we don’t know your personal financial situation so you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

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Steve Mabb is a successful businessman turned full-time investor and now an ASA company monitor. In this episode he talks about how he uses ASX-listed ETFs to gain exposure to companies that aren’t listed directly on the Australian Stock Exchange (ASX).

Our stock market is currently dominated by miners and banks. Great companies for sure — but unlikely to exceed the pace of growth of some of the “new economy” companies listed overseas in the years and decades ahead. As an Australian investor who wants exposure to international technology and real diversification, Steve describes the ETFs that he has invested in to widen his international exposure.

This podcast is for information and educational purposes only. It isn’t financial advice, as we don’t know your personal financial situation so you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

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Disruption is a word that you hear a lot, but what does it actually mean? Doug Morris is the CEO of Sharesight, and he joins us to explain disruption, who it benefits and how it is changing the world. From Robo-advisors to neo-banks, disruptors in finance, or fintechs, are changing how we invest and putting more power into the hands of investors

Sharesight is a portfolio tracking and reporting tool for anyone who owns investments, has a desire to understand how those investments are actually performing, or needs to produce tax reports. Sharesight automatically calculates the performance of your overall portfolio and individual shares over any time period. Capital gains, dividends, and currency movements are all shown in dollars and annualised percentages. It provides you with tools that allow you to view your portfolio’s true performance, but in different ways. For example, you can use one of our graphing features such as our growth graph, value graph or our sophisticated performance index chart. In addition, you can benchmark your performance against an extensive number of common funds or markets.

For more information visit: https://www.sharesight.com/au/

This podcast is for information and educational purposes only. It isn’t financial advice, as we don’t know your personal financial situation so you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

See acast.com/privacy for privacy and opt-out information.

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Russell Markham – Director of Education, Asia Pacific - VectorVest - https://www.vectorvest.com.au/

Russell holds a degree in Management Studies with a double major in Economics and Accounting. He also has a Masters of Financial Planning degree and post grad qualifications in Technology Management and in Marketing.

Russell has more than 20 years commercial experience in financial analysis, marketing, education and training in Energy, Banking, Insurance and Financial Planning in Australia, New Zealand and Hong Kong.

He been with VectorVest for 9 years and is now their Director of Education and Training for Asia Pacific, based in Australia. Russell has been instrumental in putting together the model portfolios that VectorVest tracks for Australia. He is a Trustee of his family’s SMSF.

This podcast is for information and educational purposes only. It isn’t financial advice, as we don’t know your personal financial situation so you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

See acast.com/privacy for privacy and opt-out information.

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When we think of shares we generally think of single companies that are listed on the stock market. This is not always the case. Some shares allow you to access investments that are generally beyond the scope of individual investors. Such is the case with Bailador – ASX:BTI, a specialist investor in growth stage information technology businesses.

David Kirk is the former Chief Executive of ASX-listed Fairfax Media Ltd., where he led the successful investment into a number of internet businesses including Fairfax’s acquisition of Trade Me and Stayz. He has been a growth stage investor in technology-based businesses since 1999. He's Chairman of ASX-listed Trade Me Group Limited and Kathmandu Holdings Limited, Chairman of Forsyth Barr Limited, a privately-owned New Zealand investment firm, and a Director of each of DocsCorp, SMI, Viostream and Rezdy.

Prior to entering the corporate world, David enjoyed a highly successful rugby career, captaining the All Blacks to win the World Cup in 1987.

For more information about Bailador please go to the website at https://bailador.com.au/

An extended version of this interview is available at https://www.sharesforbeginners.com/blog/david-kirk

This podcast is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

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A brief introduction to the The Australian Shareholders' Association with the CEO, John Cowling.
This podcast is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

See acast.com/privacy for privacy and opt-out information.