Podcast

Equities

5G is the next generation of mobile communications technology and it is coming to Australia in 2019. It has the potential to be a game changer, so what does 5G mean for Australia’s largest telco, Telstra? In this podcast, you will hear Telstra CEO Andy Penn present Telstra's 5G strategy.... Show More

Fixed Income
Christopher Joye

The latest episode of our very popular Complexity Premia podcast is now live where we discuss: the coming of Aussie quantitative easing (QE); the eruption of hostilities between the US and China in the trade war; the end of the great Aussie housing correction; why we are getting more positive... Show More

Podcasts
Patrick Poke

Finding cheap stocks this late in the cycle is getting harder and harder. Index funds have bid up the prices of large-cap stocks to levels not seen since the tech bubble, while mid-cap growth stocks like Afterpay and Wisetech have been bid to dizzying heights. But attractive opportunities are still... Show More

Podcasts
Patrick Poke

Value investors, I suspect, are born that way. It takes a particular type of person to be willing to stand out from the crowd, focus on the long term, and constantly be hunting for bargains. This week's guest on the podcast is precisely one of those people; Garry Laurence, Portfolio... Show More

Equities
Patrick Poke

In the last 117 years, Australia has seen two World Wars, the Great Depression, the introduction of the motor car, 30 Prime Ministers, and every year, Washington H Soul Pattinson (SOL) has paid a dividend. In this week's episode of The Rules of Investing, I sit down with Robert Millner,... Show More

Patrick Poke

When Al Gore’s “An Inconvenient Truth” was released 13 years ago, it brought the issue of climate change to the fore of people’s minds around the world. It might surprise you then, that the effects of greenhouse gases have been known since 1896. However, despite the huge progress made over... Show More

Asset Allocation
Patrick Poke

Popular wisdom from the likes of Warren Buffett, Jack Bogle, and Burton Malkiel (author of A Random Walk Down Wall Street) states that it's near-impossible to consistently time the market, so why even try? Just buy and hold for the long term, and collect your dividend cheque every six months.... Show More

Education
Patrick Poke

10 years ago, Jeremy Cooper, now Chairman of Retirement Income at Challenger, chaired the Federal Government’s Super System Review, commonly known as the Cooper Review. With the final report from the Banking Royal Commission due to be released in a couple of days, we took the opportunity to talk to... Show More