podcast wires

In the fourth episode of 'Direct from the Desk' I'm joined by Senior Analyst Peter O'Connor to take a deep dive into Australia's no 1 copper stock, Oz Minerals...

"Triple-0, what's your emergency? Your small and large-cap picks for 2021 have taken a dive off a cliff? And returns barely have a pulse?" Oh dear. Well, it can feel...

In the third episode of 'Direct from the Desk', I'm joined by Senior Analyst Aiden Bradley to take a deep dive into shipbuilder Austal (ASB). The company is one of...

Try picturing some of the great contests of the recent past. Ali versus Foreman! Fischer versus Spassky! Federer versus Nadal! Gatting versus Warne! Actually, maybe...

Jeremy Grantham is famous for his ability to pick bubbles. The co-founder and Long-Term Investment Strategist at GMO Investment and Asset Management correctly called...

They say that it is an investor's best ideas that produce the best returns. It sounds simple, right? (Right?) And yet, investors and fund managers' portfolios...

In the second episode of 'Direct from the Desk', I'm joined by senior analyst Jules Cooper as we do a deep dive into the software business Altium (ASX: ALU). The stock...

In 2006, at just 35 years of age, following a stellar career as a financier and economist in the US, Kevin Warsh was appointed to the US Federal Reserve Board,...

There are few investors currently prepared to take a contrary view on inflation. Most are expecting it to rise but view it as transitory - a shorter-term consequence...

After underperforming the benchmark for more than a decade, Financials are back - buoyed by a sudden switch to cyclical and economically sensitive stocks and an...

In the first instalment of the new Market Matters podcast Direct from the Desk, I speak with Danny Younis, Senior Analyst at Shaw and Partners to take a deep dive into...

In this episode, David Clark, partner at Koda Capital, speaks with Tim King, founder and chief investment officer (CIO) of the investment management firm, Melior....

The banks are back, baby. Or so it seems. National Australia Bank (ASX: NAB), Commonwealth Bank (ASX: CBA), ANZ Bank (ASX: ANZ), and Westpac (ASX: WBC) have handsomely...

It takes a special type of person to be a contrarian investor. Few people are willing to buy companies while others predict doom. It requires accepting that you won’t...

Love them or hate them, you really have to hate the banks. Right? Well - maybe not so fast. After all Aussie investors love them, and why not? They've been a trusty...

Inflation fears have taken the lofty tech giants for a wild ride over the past few months, after what was nothing short of a spectacular 2020. The NYSE FANG+ Index,...

The government's policies have been focused on spending and have encouraged Australians to borrow more, driving strong credit growth. However, the more indebted...

Beryl Capital is a strategy run by David Witkin that has typically invested in merger arbitrage opportunities. This strategy has delivered investors net returns over...

Those who twigged Web 2.0 would transform the world over the past decade are doubtless feeling pretty smug right now. And why not? The likes of Facebook, Amazon,...

Getting the "vaccine trade" right was perhaps the single biggest factor for investors' performance in the second half of 2020. Equity markets jumped 10% in November on...