podcast wires

There’s no doubt this year has been a shocker thanks to the pandemic. And the latest reporting season has got in on the act by providing us with another jolt to the...

Headlines in recent weeks have touted an about-turn by Warren Buffett as he finally bought gold after years of criticising. But is that really what happened? In this...

Who doesn’t adore the so-called “Comeback Kings”? These are companies that were stuck in a miserable rut and written-off by the market… only to then soar back to...

Welcome to Magellan Asset Management's new monthly investment podcast, 'Magellan - In The Know', dropping on the last Tuesday of every month. We will seek to bring you...

In the latest episode of our Complexity Premia podcast, portfolio management director Ying Yi and I discuss a range of interesting topics, including: how you can turn...

If you think big caps are the only defensive stocks, think again. Small caps have led the way to a recovery, proving that they really can be resistant to external...

At a high level, the commodities sector appears to be a bright spot in a market ravaged by the pandemic. The S&P/ASX Metals & Mining Index has advanced 7%...

Whether you’re investing in ASX small caps, global large caps, or somewhere in between, one challenge that all investors face is how to narrow down a huge universe of...

The financial fallout from COVID-19 is now in plain sight as the first wave of results which fully capture the damage from forced lockdowns are released to the market....

Some of the most fabled investment success stories of today include the likes of Apple, Afterpay, Microsoft and Shopify. If we consider the common factors that tie...

Kerry joins David to discuss impact investing, and his career in financial markets. Throughout the episode, Kerry and David discuss and define what impact investing...

The prospect of outsized returns in small caps is a calling card for investors. Returns above of 150% for the top quintile of small-cap stocks dwarfs the ~50% returns...

In recent years, there's been an increasing trend of successful Australian businesses expanding offshore. In prior decades, offshore expansion attempts had rarely...

If there's any sweet spot for a growth investor to be in, it's within an industry booming due to a structural shift in demand for a given product or service. However,...

Throughout Buy Hold Sell, fundies have generally agreed that the best businesses to own in the current environment are those offering highly scalable technology...

Anthony Millet from Antler joins David to discuss early-stage venture capital. Antler receives 50,000 applications a year to their programs around the world and...

With August results season around the corner, investors will finally get a clear picture of COVID-19’s impact on corporate Australia. We know it’s going to be bad, but...

In the latest episode of our Complexity Premia podcast, Ying Yi Ann Cheng and I discuss a range of issues, including: why the emergence of effective COVID-19...

Investors ask themselves many different questions when considering an investment thesis; how fast can the company grow? How expensive is it? How good are the...

Amid a pandemic ripping through equity markets, there are a set of stocks which quickly developed herd immunity and eliminated the virus from their growth trajectory...