podcast wires

Australia’s central bank has now raised interest rates five months in a row. It’s the most aggressive tightening cycle since 1994. With more hikes expected, and...

We investors are told time and time again that a company is nothing without a great management team. That founder-led businesses often far outperform those with hired...

"The market is expensive."  "No, no, you're wrong. The market is cheap now."  We all like to talk about the market in absolutes.   Hell, we're guilty of this...

When markets crash sharply, as they did earlier this year, it can be a mistake to assume that as soon as the falls peter out, the market will then naturally...

This just in. Investors across the country can be heard breathing a simultaneous sigh of relief as the all-important August reporting season comes to a close. We made...

Europe is facing an unprecedented energy crisis and by virtue of being one of Europe’s biggest energy providers, RWE is right in the middle. Winter is coming While...

Our very special guest on this episode of 'Finding the Front' is Ian Wells, Chief Financial Officer of powerhouse company, Fortescue Metals Group. In this fantastic...

A recent addition to the Magellan Global portfolio, Diageo is the world’s leading producer of distilled spirits and boasts brands such as Johnny Walker whiskey and...

Last week saw Coles report a result that met expectations, but the supermarket retailer's outlook commentary was met with a tepid market response reflecting a...

In a market of headwinds aplenty, where nothing really seems to be working, one momentum trade continues to gain traction... Buying the ASX's most shorted stocks. In...

What an opportunity we have on this show to have as our special guest Mr David Maxwell, the Managing Director of ASX listed Cooper Energy, stock code COE. David has...

The third week of the August rush saw a wave of earnings updates from Australian corporates. BHP (ASX:BHP) was a genuine standout, with outstanding cash flow...

I don't know about you, but this anonymous writer has not had a good night's sleep in what seems like months. It's probably because this intense market volatility has...

There was a time in big tech when valuations meant next to nothing. If you wanted growth, big tech was the main show in town and it didn't matter how much you paid...

The world is opening, but not to calm and stability.  Rather, COVID has left a trail of destruction. And I'm not talking about the health implications. The pandemic...

While the US is technically in a recession, with two negative quarters of GDP growth in the first half of 2022, several leading economists would say otherwise. Look...

This episode we had an absolutely stellar opportunity to chat with Mr Bill Beament, the Managing Director of ASX listed base metal developer and specialist...

Week two of the August reporting period saw QBE (ASX:QBE) deliver a strong first half result that suggests upside in both valuation and earnings, with strong top line...

When the market is in free-fall bar one sector - cough, commodities - you are presented with a binary choice. Do you A) chase the market to salvage some performance,...

Investment management can be a brutal business. When you're talking small caps, the brutality is amplified even further.  Between March 20 and September 3 last year,...