Shares for Beginners
Education
Business
Philip Muscatello - Australian Investor Education
We're all investors in the share market, either directly or through our superannuation. We're handing over management of our assets to financial advisors and fund managers. The best will look after our interests and make us wealthier. But how can we know for sure? Where do you go if you're completely new but want to start learning about investing in the markets yourself. The jargon is dense and it can feel like we're being kept deliberately in the dark. In Shares for Beginners, you'll hear from people in the finance industry and together we'll explain key concepts of investing in the ASX, the NASDAQ, S&P500, FTSE and Dow. More importantly, they have insights that allow us to look under the hood of the stock market, explaining how it works and what to look out for. We have to be smart. We have to be diversified and we have to have good risk management strategies if we want to invest for the long term.For more Information go to: https://www.sharesforbeginners.com/How is your superannuation linked to the Australian & US stock markets? It's crucial to understand the fundamentals of stocks and shares, and recommend reading "The Intelligent Investor" by Benjamin Graham.I explore the basics - what a share is and how to buy one, and delve into the world of value investing, exploring strategies to identify undervalued stocks. I cover key terms like ASX (Australian Securities Exchange), CBOE (Chicago Board Options Exchange), ASX200 (Australian Securities Exchange 200 Index), ETFs (Exchange-Traded Funds), LICs (Listed Investment Companies), Managed Funds, ESG (Environmental, Social, and Governance), as well as the difference between passive and active investing.There are many traps for beginner investors and it's good to be aware of the role and risks of options, warrants, CFDs (Contracts for Difference), day trading, bonds, cryptocurrencies like Bitcoin and Ethereum, and the difference between fundamental and technical analysis.Tracking your investments is essential, and it's important to know about watchlists, understand dividends and dividend reinvestment plans (DRPs), while exploring robo-investing, fixed income, index funds, and micro-investing.I cover topics like trading and buying shares, making money from shares, and understanding the Australian stock exchange. What is the role of stockbrokers and online brokers and how to buy and sell shares.I've interviewed industry experts and collaborated with Superhero, Stockspot, Caleb Silver Investopedia, Spencer Jakab from The Wall Street Journal, Pearler, Sharesight, Magellan, Saxo, Morningstar, QAV, Equity Mates, Owen Rask, Strawman, Motley Fool, Stockopedia, Betashares, Vanguard, Van Eck, Roger Montgomery, Tony Kynaston, Gemma Dale, Betsy Westcott, Molly Benjamin, Liz Tian, Andrew Baxter, Simon Ree, Wisr, Ladies Finance Club, Strong Money Australia, Captain Fi, Fred Schebesta, Kylie Purcell, Australian Shareholders' Association, Jessica Amir, Jordan Eliseo, Shani Jayamanne, Vic Jokovic, Scott Phillips, Mark Monfort, Andrew Page, and Claude Walker.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Moneysherpa is home to Life Sherpa Australia's most affordable financial advice service. Hosted on Acast. See acast.com/privacy for more information.
QUICK TIP - What's an index and why is it important to look behind ETFs?
Just as you study a company before you buy it’s shares, you need to study ETFs and what they are comprised of before diving in. Simon Karaban is a Senior Vice President at SGX Singapore Exchange where he works creating indexes. Most passive ETFs are based on an index and Simon has plenty of insights behind the scenes. In this Quick Tip Simon warns about some ETFs that are designed only to attract investors. They may not have the best returns or they may not even be comprised of the kind of companies that you would expect in the description. It’s about looking under the hood to see the engine that’s driving the ETF. Is it going to provide the returns that you expect, and is it truly investing in what you think it’s investing in?Here's a link to the episode that this Quic Tip came from: https://www.sharesforbeginners.com/blog/karabanShares for Beginners is sponsor-funded. This allows me to cover costs and provide it to you for free. But, the more I know about you, the more I can tailor the content to YOU. I’d appreciate your help in completing a short and anonymous survey. It should only take about 4 minutes to complete and I won’t be hitting you up for an email or any contact details. Filling out this survey will help me to provide a better listener experience. I've also included a question to gauge the level of interest in an ad-free subscriber option.You can find the survey at sharesforbeginners.com/survey. Thanks for taking the time to complete.Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
07:2716/07/2022
Steve Symington - 7investing | Companies of the future v old time business
From the birth of disco (it was 1953!), capital raising, the tortoise and the hare, businesses blessed by bountiful accounting principles and the banking of the future. Steve covers a lot of ground in this episode. I've had this interview on the shelf since May, but it is still relevant in terms of the decline of technology stocks. I think it's also good to hear from US investors. As we know the ASX is 2% of world markets so it's always worth learning a little more about Wall Street. Steve Symington is a lead advisor for 7investing. He covers a wide variety of industries and publicly traded companies, but loves finding disruptive, responsible businesses chasing massive addressable markets. You can often find him lurking on Twitter. Companies discussed in this episode: SoFi Technologies & Markel - NasdaqGS:SOFI, NYSE:MKLShares for Beginners is sponsor-funded. This allows me to cover costs and provide it to you for free. But, the more I know about you, the more I can tailor the content to YOU. I’d appreciate your help in completing a short and anonymous survey. It should only take about 4 minutes to complete and I won’t be hitting you up for an email or any contact details. Filling out this survey will help me to provide a better listener experience. I've also included a question to gauge the level of interest in an ad-free subscriber option.You can find the survey at sharesforbeginners.com/survey. Thanks for taking the time to complete.Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
31:4314/07/2022
Craig Swanger - Super Fierce | How does your superannuation work?
For any woman who's under the age of 40 right now, their super will be the largest asset they ever own. Most people don't understand that it's their money. They think it's this amazing pool that sits somewhere over there and at some stage they might get some of it. It's always their money. Super Fierce is trying to do is encourage people to take ownership of their own investments. Craig Swanger is the Investments Guru and co-founder of Super Fierce, a for-purpose company focused on closing the super gap at retirement and empowering Aussie women financially.Find out more about Super Fierce here: https://superfierce.com.au/Find out more at the episode blog: https://www.sharesforbeginners.com/blog/super-fireceShares for Beginners is sponsor-funded. This allows me to cover costs and provide it to you for free. But, the more I know about you, the more I can tailor the content to YOU. I’d appreciate your help in completing a short and anonymous survey. It should only take about 4 minutes to complete and I won’t be hitting you up for an email or any contact details. Filling out this survey will help me to provide a better listener experience. I've also included a question to gauge the level of interest in an ad-free subscriber option.You can find the survey at sharesforbeginners.com/survey. Thanks for taking the time to complete.Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
34:3606/07/2022
Zarmeen Pavri & Jeremy Liddle - SDGx Ventures Climate Tech Fund
What are the UN's Sustainable Development Goals and how can investing help to achieve them? What's the difference between ESG & Impact Investing? What we do as investors matters. Across the different asset classes, we find a spectrum of impact – from negative to positive – that needs to be addressed. The solutions are not clear-cut. We live in a complex world, and while it’s easy to blame oil, gas and animal farming for a majority of the emissions, if we were to stop drilling for oil, using gas and herding cattle today, our civilization would collapse tomorrow. A significant amount of people would starve or freeze to death within days. This is why decarbonization require a system-wide transformation. Financial markets have the unique opportunity to drive this transformation and start a phase shift. Capital is the enabler for innovation and prosperity. By leveraging the right strategies transformational impact can be created that serves the planet, people and profits.Jeremy Liddle and Zarmeen Pavri work in the Venture Capital space and run SDGx Ventures Climate Tech Fund. All the underlying investments address the many issues of climate change.Find out more at the blog post: https://www.sharesforbeginners.com/blog/sdgxShares for Beginners is sponsor-funded. This allows me to cover costs and provide it to you for free. But, the more I know about you, the more I can tailor the content to YOU. I’d appreciate your help in completing a short and anonymous survey. It should only take about 4 minutes to complete and I won’t be hitting you up for an email or any contact details. Filling out this survey will help me to provide a better listener experience. I've also included a question to gauge the level of interest in an ad-free subscriber option.You can find the survey at sharesforbeginners.com/survey. Thanks for taking the time to complete.Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
31:1429/06/2022
Andrew Page - Strawman | The end of the world as we know it
A look at the bloodbath of the current markets, the impact it's having on portfolios and investor psychology, and the importance of a strong balance sheet when choosing companies to invest in. Here's a link to the blog post: https://www.sharesforbeginners.com/blog/page22Shares for Beginners is sponsor-funded. This allows me to cover costs and provide it to you for free. But, the more I know about you, the more I can tailor the content to YOU. I’d appreciate your help in completing a short and anonymous survey. It should only take about 4 minutes to complete and I won’t be hitting you up for an email or any contact details. Filling out this survey will help me to provide a better listener experience. I've also included a question to gauge the level of interest in an ad-free subscriber option.You can find the survey at sharesforbeginners.com/survey. Thanks for taking the time to complete.Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
36:0022/06/2022
Andrew Baxter - Australian Investment Education
Andrew Baxter saw his parents exchange the time for dollars. He was well and truly on that treadmill until he realised that that money can actually work for you. Andrew has helped thousands of people enjoy a richer financial future, by educating, coaching, and advising on practical investment strategies.In this episode we explored "The 5 myths of financial markets":Cash is kingThe stock market is riskyThe wealthy don’t use superDividends is the best way to investGive your money to the prosHere's a link to the blog post: https://www.sharesforbeginners.com/blog/aieShares for Beginners is sponsor-funded. This allows me to cover costs and provide it to you for free. But, the more I know about you, the more I can tailor the content to YOU. I’d appreciate your help in completing a short and anonymous survey. It should only take about 4 minutes to complete and I won’t be hitting you up for an email or any contact details. Filling out this survey will help me to provide a better listener experience. I've also included a question to gauge the level of interest in an ad-free subscriber option.You can find the survey at sharesforbeginners.com/survey. Thanks for taking the time to complete.Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
31:2215/06/2022
Vic Jokovic - Cboe Australia | Crypto ETFs are here
Do you think that the Australian stock market IS the ASX? Few people know that there's another exchange accounting for 20-25% of daily trades. Cboe Australia is an alternative exchange and a competitor to the Australian Securities Exchange (ASX). Vic Jokovic is the Chief Executive Officer of Cboe Australia He has worked as a broker his entire career, for large brokerage firms such as Deustche Bank. Exchanges have rapidly progressed to become the digitised and automated on-line platforms that we see today.Here's a link to the episode blog post: https://www.sharesforbeginners.com/blog/cboeHere's links to the Crypto ETFs that Vic mentioned:https://www.cboe.com.au/funds/bt3qhttps://www.cboe.com.au/funds/cbtchttps://www.cboe.com.au/funds/ebtchttps://www.cboe.com.au/funds/eethCboe is the holder of an Australian Markets Licence to operate a financial market in Australia. Any information is provided for informational purposes only – it is not intended to be financial product advice. Under no circumstances is it to be used as a basis for, or considered as an offer to, engage in any activity or purchase or sell any security, or as a solicitation or recommendation of the purchase, sale, or offer to purchase or sell any security. To the extent permitted by law Cboe makes no representations or warranties and excludes all liability in relation to the information provided.Shares for Beginners is sponsor-funded. This allows me to cover costs and provide it to you for free. But, the more I know about you, the more I can tailor the content to YOU. I’d appreciate your help in completing a short and anonymous survey. It should only take about 4 minutes to complete and I won’t be hitting you up for an email or any contact details. Filling out this survey will help me to provide a better listener experience. I've also included a question to gauge the level of interest in an ad-free subscriber option.You can find the survey at sharesforbeginners.com/survey. Thanks for taking the time to complete.Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
33:1808/06/2022
QUICK TIP - When markets break bad
Andrew Page is the Founder and Managing Director at Strawman.com - in this Quick Tip he discusses how to approach markets during down periods and ways of identifying companies that will be best placed to survive. As he says chance favours the prepared mind. How well are the companies in your portfolio going to weather stormy seas.Andrew has worked in the financial markets for over 20 years, with experience as an equities analyst and market commentator. A passionate private investor, Andrew is the founder and Managing Director of Strawman.com Strawman is Australia’s premier online investment club. Members share research & insights on ASX-listed stocks by managing Virtual Portfolios and building Company Reports. By ranking content according to performance and community endorsement, Strawman provides accountable and peer-reviewed investment insights. More information at: https://strawman.com/homeShares for Beginners is sponsor-funded. This allows me to cover costs and provide it to you for free. But, the more I know about you, the more I can tailor the content to YOU. I’d appreciate your help in completing a short and anonymous survey. It should only take about 4 minutes to complete and I won’t be hitting you up for an email or any contact details. Filling out this survey will help me to provide a better listener experience. I've also included a question to gauge the level of interest in an ad-free subscriber option.You can find the survey at sharesforbeginners.com/survey. Thanks for taking the time to complete.Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
05:4805/06/2022
Shaun Weick - Wilson Asset Management | Soft Landing or Recession?
The environment that we've lived in over the past couple of years in particular with whole new asset classes like cryptocurrencies, just spawning up out of nowhere, the level of FOMO out there in the investment world is truly phenomenal. It can suck the best of us in. And it feels like Judgement Day for high growth unprofitable tech companies. I was joined by Shaun Weick from Wilson Asset Management for a free-range, grass-fed discussion about investing in the era of high inflation.Shaun Weick BBus (Fin) CAT is Senior Equity Analyst at Wilson Asset Management He works within WAM Capital, WAM Microcap, WAM Research and WAM Active. Shaun has more than 10 years’ experience in financial markets. Prior to joining Wilson Asset Management, he worked as a sell-side analyst at Macquarie Group and CLSA. Prior to that, he spent five years at KPMG in the M&A Advisory division. Shaun kindly offered his email address if you'd like to shoot any questions his way: [email protected]'s a link to the blog post: https://www.sharesforbeginners.com/blog/wamShares for Beginners is sponsor-funded. This allows me to cover costs and provide it to you for free. But, the more I know about you, the more I can tailor the content to YOU. I’d appreciate your help in completing a short and anonymous survey. It should only take about 4 minutes to complete and I won’t be hitting you up for an email or any contact details. Filling out this survey will help me to provide a better listener experience. I've also included a question to gauge the level of interest in an ad-free subscriber option.You can find the survey at sharesforbeginners.com/survey. Thanks for taking the time to complete.Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
36:5631/05/2022
Steve Mabb - Chair Australian Shareholders' Association | Looking after small shareholders
What’s an AGM? A proxy? What powers do small retail shareholders wield to influence the board decisions of mighty companies on the ASX. Steve Mabb is the Chair of Australian Shareholders' Association the voice of small, retail shareholders. The Association presents a ride range of topics and education to members with meetings all around the country. Members can come along and chat with each other and hear from a range of different experts and fund managers and economists on all things share market and investing. There's a monthly magazine, regular webinars, and an annual investor conference. The second second role of the ASA is advocacy. There's a team of volunteers across the country called company monitors who cover most of the top 200 companies on the ASX. Monitors will meet with boards and management at least once a year, normally after their annual reports come out, and they'll work through the resolutions or the issues that they're putting to their shareholders to vote on at upcoming AGMs.ASA is pleased to offer listeners of this podcast 12 months complementary membership by using the coupon code "shares22" when you signup at Australian Shareholders' Association. Offer is valid till the end 2022: https://www.australianshareholders.com.au/Here's a link to the blog post: https://www.sharesforbeginners.com/blog/mabbasaShares for Beginners is sponsor-funded. This allows me to cover costs and provide it to you for free. But, the more I know about you, the more I can tailor the content to YOU. I’d appreciate your help in completing a short and anonymous survey. It should only take about 4 minutes to complete and I won’t be hitting you up for an email or any contact details. Filling out this survey will help me to provide a better listener experience. I've also included a question to gauge the level of interest in an ad-free subscriber option.You can find the survey at sharesforbeginners.com/survey. Thanks for taking the time to complete.Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
29:1825/05/2022
Craig Mercer - Dalton Investments | Valuable lessons from everyday life
What do Star Wars, Noah, Teenage Mutant Ninja Turtles, and tattoos have to do with investing? Everything. Master storyteller Jonny Tomahawk uses the experiences of everyday life to point to valuable lessons about how we all mismanage our wealth. Jonny Tomahawk is the nom-de-plume of Craig Mercer, Chief Research Officer and Head of ESG at Dalton Investments (Australia). Dalton Investments LLC is a value-focused investment management firm with expertise in Asia, Emerging Markets and global equities. Jonny Tomahawk is also his handle should you come across him on Apex Legends.Here's a link to the blog post: https://www.sharesforbeginners.com/blog/daltonShares for Beginners is sponsor-funded. This allows me to cover costs and provide it to you for free. But, the more I know about you, the more I can tailor the content to YOU. I’d appreciate your help in completing a short and anonymous survey. It should only take about 4 minutes to complete and I won’t be hitting you up for an email or any contact details. Filling out this survey will help me to provide a better listener experience. I've also included a question to gauge the level of interest in an ad-free subscriber option.You can find the survey at sharesforbeginners.com/survey. Thanks for taking the time to complete.Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
35:3018/05/2022
Dr Laura Rusu - Diversiview | The efficient frontier of portfolios
It's all about the data and technology for Dr Laura Rusu, the Founder and CEO of LENSELL, a Fintech that aims to democratise access to financial information, helping people make better decisions with the Diversiview app. Diversiview analyses historical data about a range of shares and ETFs to show their correlation with each other and level of risk. Laura referred to links during the interview which we promised to list here:- Example of different diversification for the same industry groups: https://www.linkedin.com/pulse/high-level-portfolio-diversification-enough-lensell-group/- Research article on Investors Tip 20 preferences in first quarter of 2022: https://www.sharesight.com/blog/whats-driving-investors-mind-or-emotions/- Investment risk tolerance assessment: https://pfp.missouri.edu/research/investment-risk-tolerance-assessment/- Learn more about the concepts mentioned: https://diversiview.online/faq and https://lensell.online/diversiview-learn.html- Learn what's in a Diversiview analysis: https://blog.lensell.online/whats-in-a-diversiview-analysis- Subscribe to the LENSELL newsletter for future articles and updates: https://lensell.Use the promo code SFB2022 - it will give you 25% off the price of ad-hoc analyses (unlimited) or monthly subscription (for 12 months). https://diversiview.online/Here's a link to the blog post: https://www.sharesforbeginners.com/blog/diversiviewShares for Beginners is sponsor-funded. This allows me to cover costs and provide it to you for free. But, the more I know about you, the more I can tailor the content to YOU. I’d appreciate your help in completing a short and anonymous survey. It should only take about 4 minutes to complete and I won’t be hitting you up for an email or any contact details. Filling out this survey will help me to provide a better listener experience. I've also included a question to gauge the level of interest in an ad-free subscriber option.You can find the survey at sharesforbeginners.com/survey. Thanks for taking the time to complete.Disclosure: The links provided are not affiliate links. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
32:4511/05/2022
Dr Stanley Teitelbaum - Overcoming Self-Defeating Patterns in Stock Market Investing
Greed, fear, euphoria, despair, over-confidence and regret. These are the greatest emotional obstacles in the way of stock market investing according to my guest Dr Stanley Teitelbaum. In this episode we discussed the range of emotions that contribute to our poor investing outcomes, the negative thoughts that we experience and the steps to take to minimise their impact.Episode Blog Post: https://www.sharesforbeginners.com/blog/teitelbaumHere's a link to purchase the book: Smart Money: A Psychologist's Guide to Overcoming Self-Defeating Patterns in Stock Market Investing : Teitelbaum Ph.D., Stanley H.: Amazon.com.au: BooksShares for Beginners is sponsor-funded. This allows me to cover costs and provide it to you for free. But, the more I know about you, the more I can tailor the content to YOU. I’d appreciate your help in completing a short and anonymous survey. It should only take about 4 minutes to complete and I won’t be hitting you up for an email or any contact details. Filling out this survey will help me to provide a better listener experience. I've also included a question to gauge the level of interest in an ad-free subscriber option.You can find the survey at sharesforbeginners.com/survey. Thanks for taking the time to complete.Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
36:4204/05/2022
Chris Brycki Stockspot | An easy way to a low cost diversified portfolio
According to my guest, no-one can predict the economic environment we'll be in tomorrow or in a year's time. So the most robust portfolio you can construct is one that will withstand lots of different environments. Chris Brycki is the founder and CEO of Stockspot an Australian online investment adviser. They build custom portfolios using ETFs that access a range of different investments with low fees.Find out more about robo-advice and Stockspot at this link: https://www.stockspot.com.au/Here's a link to the blog post and transcript: https://www.sharesforbeginners.com/blog/stockspotShares for Beginners is sponsor-funded. This allows me to cover costs and provide it to you for free. But, the more I know about you, the more I can tailor the content to YOU. I’d appreciate your help in completing a short and anonymous survey. It should only take about 4 minutes to complete and I won’t be hitting you up for an email or any contact details. Filling out this survey will help me to provide a better listener experience. I've also included a question to gauge the level of interest in an ad-free subscriber option.You can find the survey at sharesforbeginners.com/survey. Thanks for taking the time to complete.Disclosure: Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
35:3620/04/2022
Jessica Amir - 6 steps to becoming a better investor
How do expert investors choose companies to include in their portfolios? Having a systematic approach to investing might make all the difference. In this episode I'm joined by Jessica Amir Australian Market Strategist at Saxo MarketsThere's a transcript and more info at the blog post: https://www.sharesforbeginners.com/blog/saxomarketsHere's a link to Jess' article that I based the interview on: https://www.home.saxo/en-au/content/articles/equities/six-stock-picking-tips-to-help-you-become-a-better-investor-31032022Shares for Beginners is sponsor-funded. This allows me to cover costs and provide it to you for free. But, the more I know about you, the more I can tailor the content to YOU. I’d appreciate your help in completing a short and anonymous survey. It should only take about 4 minutes to complete and I won’t be hitting you up for an email or any contact details. Filling out this survey will help me to provide a better listener experience. I've also included a question to gauge the level of interest in an ad-free subscriber option.You can find the survey at sharesforbeginners.com/survey. Thanks for taking the time to complete.Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial. Or go to https://www.sharesight.com/stocksforbeginners Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
33:3713/04/2022
Simon Shields - Monash Investors
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. You can find out more about Monash Investors at this link: https://monashinvestors.com/Before co-founding Monash, 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.Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial. Or go to https://www.sharesight.com/stocksforbeginners Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
31:5006/04/2022
Caleb Silver - Investopedia
Investopedia is often found through a back door, a side door, or through the attic because someone has asked a specific question: "how do I start investing with a thousand dollars?" Or "how do I get exposure to the e-commerce sector without picking individual stocks"? Or "what are the top performing oil ETFs over the past three months?" Caleb Silver is the Editor-in-Chief and Senior Vice President at Investopedia. In this episode we spoke about:How to get started investingBiggest mistakes investors makeHow to invest without worryWhat to do when stocks tumbleParts of Investopedia most useful to beginnersSome of the most-searched termsAn overview of how to best use InvestopediaRead more at the blog post: https://www.sharesforbeginners.com/blog/investopediaSharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial. Or go to https://www.sharesight.com/stocksforbeginners Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
32:4330/03/2022
Zaffar Subedar from eInvest | Self-sabotaging your investment decisions
Behavioural Finance is the application of psychology to financial decision making. By allowing psychological biases and emotions to affect investment decisions, investors can do serious harm to their wealth. Investors who are prone to behavioural biases will take risks they don’t acknowledge and experience outcomes they did not anticipate.Zaffar Subedar has over 15 years of experience in the financial services industry and academia. He’s currently with eInvest where he works with advisers and researchers. In his spare time, Zaffar enjoys furthering his knowledge of behavioural finance (his PHD subject area).Read the blog post and transcription here: https://www.sharesforbeginners.com/blog/subedarFor more information about Zaff go to: https://einvest.com.au/bf/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
29:0622/03/2022
QUICK TIP - Invest in what you know
In this Quick Tip John Winters from Superhero talks about the basics of starting a portfolio, and shares some insights from Superhero's user data about the most popular companies and ETFs on the platform.Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
05:2913/03/2022
Thomas J. Hayes - Hedge Fund Tips
Many ordinary people view Wall St as a massive blockade of words and jargon with ramparts of complicated financial instruments designed to obfuscate and confuse small retail investors. Thomas J. Hayes is a Hedge Fund manager who is generous in offering insights via his YouTube and Podcast channels. We spoke about starting his career with Cornwall Capital, LP (one of the firms featured in “The Big Short” book and movie), managing risk, looking for unloved opportunities and why he focusses on established businesses with a lot of historic data that shows how they've performed through different cycles.Read the blog post and transcription here: https://www.sharesforbeginners.com/blog/hedgefundtipsPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
34:1409/03/2022
QUICK TIP - Knowing the Numbers
In this Quick Tip Danielle Ecuyer tells us not to get bogged down in calculating all the ratios needed to value companies. It's enough to understand what those rations mean so that you can interpret what the experts are saying. Danielle is the author of Shareplicity 2: A guide to investing in US stock markets – the follow up to her bestselling Shareplicity: A simple approach to share investing. Available here: http://booktopia.kh4ffx.net/KeqdD7Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
06:5406/03/2022
Peter Bakker - Unhedged
What is automated, algorithmic or black box trading? How is artificial intelligence used in stock picking? Are computers taking over from humans in selecting and trading stocks and shares. These tools are often used by hedge funds, but today we're going to be talking about being unhedged, a micro-investing app that allows you to invest algorithmically in the US market.. Peter Bakker is the Founder and CEO of unhedged. He's an algorithmic trading fanatic, seasoned entrepreneur and marketing executive. Peter has been trading using algorithmic methods for 12 years, with Zipline, Keras and other AI platforms.Find out more about unhedged at: https://unhedged.com.au/Episode blog post: https://www.sharesforbeginners.com/blog/unhedgedYou can start investing in the US stock market now with unhedged. It’s like having your own investment fund that uses algorithms to constantly scan, analyse and optimise your portfolio. The algorithms look at more than 5 million data points every single trading day! unhedged uses AI so it’s free from human emotional bias and with a minimum investment of only $100 it’s easy to get started download the unhedged App or go to https://unhedged.com.au/. Unhedged doesn’t know your personal circumstances. Before making a financial decision you should read the PDS and TMD and consider whether their product is right for you and whether you need some advice from a professional financial adviser. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
27:3102/03/2022
QUICK TIP - What is ESG?
Do you want to find companies that support the values that are important to you and make a contribution to a better world? And do you want to make money? These aims may seem to be at odds with each other but studies show that investing for positive change is a good way to make more money over time. Kylelane's full episode is available at this link: https://www.stocksforbeginners.net/blog/purcellPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
06:4626/02/2022
Elizabeth Tian - CitiFirst Warrants
Leverage can be a dangerous thing for investors as losses can be magnified. Leveraged products include CFDs, options and margin loans. Some of these products are pushed to inexperienced investors with slick marketing and promises of outsized returns. My guest today is Liz Tian from CitiFirst Warrants, and she talks about leverage, risk and alternative ways to access investments. Here's a link to the blog post: https://www.sharesforbeginners.com/blog/citi and a link to CitiFirst's Trading & Investments Guide https://au.citifirst.com/EN/TradingAndInvestmentGuidesFor more information, contact the CitiFirst® Sales Desk at: Phone: 1300 30 70 70 Email: [email protected] for Beginners is sponsor-funded. This allows me to cover costs and provide it to you for free. But, the more I know about you, the more I can tailor the content to YOU. I’d appreciate your help in completing a short and anonymous survey. It should only take about 4 minutes to complete and I won’t be hitting you up for an email or any contact details. Filling out this survey will help me to provide a better listener experience. I've also included a question to gauge the level of interest in an ad-free subscriber option.You can find the survey at sharesforbeginners.com/survey. Thanks for taking the time to complete.Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
25:5624/02/2022
Introducing ETFs for Beginners
I’d like to introduce you to a new podcast called ETFs for Beginners. My co-host is Ana Kresina. She’s much better on Instagram than me and you can follow us there by going to @etfsforbeginners. ETFs deserve their own podcast. They can represent a different style of investing altogether, or they can be part of portfolio that includes both individual shares and ETFs. Either way there’s a lot to talk about. I’m also enjoying working with Ana who is a devotee of long term boring compounding investing. She also doesn’t break Instagram the way I would. https://play.acast.com/s/etfs-for-beginnersWe are excited to be publishing our first episode with an actual guest! Jessica Leung from Betashares. In this episode Jessica explains how one of the best ways to start out with ETFs is with a broad market cap weighted index. So you're essentially getting the market, the whole of the ASX 200. She also explained why she decided to create content on social media, to raise awareness of financial literacy. Who better to speak in this space than a person actually managing an ETF themselves. You can find her in Instagram and TikTok via @theleungwayHere's a link to a recent article from Jessica about the ESG revolution: https://www.betashares.com.au/insights/the-esg-revolution/Jessica is a member of the portfolio management team at BetaShares. Prior to joining BetaShares, Jessica worked within the Systematic Equities Portfolio Management team at Macquarie Investment Management. Jessica is a CFA Charterholder and has a Bachelor degree in Actuarial Studies and a Bachelor of Applied Finance from Macquarie University.ETFs for Beginners 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 not ETFs for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
22:2318/02/2022
Edmund McCormack - Dchained
Edmund McCormack is the founder of the crypto-education platform DCHAINED. He's committed to helping everyday investors understand Bitcoin, cryptocurrency and blockchain technology.This episode is not designed to turn anyone into a crypto investor. I'm more interested in finding out about blockchain, the technology behind crypto. It's becoming increasingly important to all kinds of businesses.Link to DCHAINED: https://dchained.com/Link to episode blog post: https://www.sharesforbeginners.com/blog/dchained Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
34:0116/02/2022
Anirban Mahanti - 7investing
Computer networking, data science, and machine learning are at the heart of enterprise software. Anirban Mahanti has serious form in the technology space. Just check out his bio below. This is a far-reaching discussion on technology and looking for opportunities from innovation.Here's a link to the blog post https://www.sharesforbeginners.com/blog/mahantiAnd here's a link to Anirban's articles and videos on 7Investing: https://7investing.com/advisor/anirban-mahanti/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
31:0809/02/2022
Ian Irvine - LICs
Listed Investment Companies have been around for a long time. They've been used by Aussies to help generate income and compound returns for nearly century. In this episode I'm joined by Ian Irvine from LICAT to do some investing 101 and talk about this sector of the market.Here's a link to the blog post: https://www.sharesforbeginners.com/blog/licatAnd here's a link to find out more about LICAT: https://www.licat.com.au/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
35:4802/02/2022
Will Rainey - Grandpa's Fortune Fables
Research shows that kids form many of their adult money behaviours by the age of seven. Will Rainey is the author of the children's book, Grandpa's Fortune Fables. His work has appeared in the Financial Times, the Times (UK), iNews and The National News. Will's website, Blue Tree Savings is a financial education platform to help parents teach their kids about money. Link to blog post: https://www.stocksforbeginners.net/blog/bluetreesavingsHere's a link to find out more about his work: https://www.bluetreesavings.com/Here's the Amazon link for Grandpa's Fortune Fables: https://www.amazon.com/Grandpas-Fortune-Fables-stories-teach/dp/1739972600/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
29:0326/01/2022
David Allen - Happiness
David Allen is working hard trying to figure out how to avoid the need to work hard later in life. He has learned many lessons that he now wants to share. He is primarily a Shares and Real Estate Investor, but he has insights on Bonds and Crypto Currency as well.Link to episode blog post: https://www.sharesforbeginners.com/blog/happiness Link to Dave's website: https://howtobuyyourhappiness.com/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
26:3220/01/2022
Betsy Westcott - Make Money, Keep Money, Multiply Money
We need a holiday. We’ll be back soon with new episodes but in the meantime, here is one of my favourite episodes of the podcast. A pleasant chat with Betsy Westcott. She's a financial wellness coach who is passionate about helping people to learn about finance and investing so they can secure their financial futures. We spoke about:Navigating your financial ship through the dangerous shoals of relationships and loveDiscussing money with your partnerAligning your investing with your goalsHow to assess a financial plannerThe growing wealth of women Here’s the link to the original blog post: https://www.sharesforbeginners.com/blog/betsyHere’s a link to find out more: www.betsywestcott.comPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
31:5312/01/2022
Scott Phillips - The Motley Fool
We need a holiday. We’ll be back soon with new episodes but in the meantime, here is one of my favourite episodes of the podcast.Scott Phillips is The Motley Fool’s Chief Investment Officer in Australia, and runs the Motley Fool Share Advisor, Million Dollar Portfolio and Everlasting Income services. He's also all over the media, social AND traditional. And a Roosters tragic. He's joined us to talk about his 5 investing 'don'ts':Don't trade too often.Don't sell too quickly.Don't give in to envy or greed.Don't buy the hot new thing.Don't let the 'story' overwhelm the fundamentals. Here’s the link to the original blog post: https://www.sharesforbeginners.com/blog/motleyHere’s a link to find out more: https://www.fool.com.au/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
30:4705/01/2022
Sebastian Evans - NAOS Asset Management
Sebastian Evans is the Chief Investment Officer/Managing Director at NAOS Asset Management, a specialist fund manager providing concentrated exposure to undervalued Australian emerging companies through their three LICs. Sebastian talks through the differences between ETFs and LICs as well as how NAOS finds companies to invest in. Here is a link to find out more: https://www.naos.com.au/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
25:5520/12/2021
Upstreet - The Gift of Shares
Christian Eckelmann is the co-founder of Upstreet, an app that lets you earn shares as you shop. They've just launched Share Gifting so you can give shares and ETFs to your loved ones.Find out more at: https://sharegifting.upstreet.co/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
22:2415/12/2021
Kylelane Purcell - ESG and Beyond
Do you want to find companies that support the values that are important to you and make a contribution to a better world? And do you want to make money?These aims may seem to be at odds with each other but studies show that investing for positive change is a good way to make more money over time. Kylelane Purcell explains all in this ESG focused episode. This was recorded for the international version of my podcast, Stocks for Beginners. I enjoyed this conversation so much that I wanted to share it here.Here’s the link to episode blog post: https://www.stocksforbeginners.net/blog/purcellAnd here's a recent article from Kyle: https://medium.com/@kpurcell_41201/impact-investing-what-it-is-and-how-to-do-it-91cf64a71891Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
38:2007/12/2021
Brad Dunn - DHOF Hybrid ETF
What are hybrids? And how can they help you diversify your portfolio and beat your returns on cash deposits? Brad Dunn, Senior Credit Analyst at Daintree Capital, joined me to talk about how the eInvest DHOF ETF can help you gain exposure to a globally diversified portfolio of Bank Hybrids. He has over 17 years of experience working with investment management firms and banks in Australia. Here's a link to the blog post: https://www.sharesforbeginners.com/blog/hybridsAnd here's a link where you can find out more about the DHOF ETF: https//www.einvest.com.au/hybridsforbeginners/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
28:0801/12/2021
Tony Kynaston - Quality at Value
Are you unsure about when to buy, hold or sell shares? Do you have a system or a checklist? Do you just take a wild punt and lose money? According to Tony Kynaston from Quality at Value, you must systematize your approach, so that you have your reasons for buying and selling ready. You develop rules that guide how and when you buy and sell shares.Tony has distilled things down to 20 odd questions, put them in a checklist and developed a methodology for identifying companies that he may be interested in buying.Here' a link to the episode blog post: https://www.sharesforbeginners.com/blog/qav-nov-21Here's a link to find out more: https://qavpodcast.com.au/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
29:3224/11/2021
WEEKEND WATCHLIST – Blancco (AIM:BLTG)
In this WEEKEND WATCHLIST I’m joined by Gareth Brown from Forager Funds to talk about Blancco (AIM:BLTG) Here’s a recent quarterly report from Forager: https://foragerfunds.com/news/investor_resources/quarterly-report-both-funds-september-2021/ “Erasure software market leader Blancco (AIM:BLTG) reported its full year result. The second half was strong, as expected, with revenue up 19% despite a currency headwind. The Enterprise division, selling direct to large corporations, continues to shine, with second half revenues increasing 35% and important new business wins that should be recurring in nature. The ITAD division, which sells erasure licences to equipment recyclers, did better than we should expect longer term, with a surge of end-of-life hardware processing occurring post COVID. The mobile phone recycling division didn’t inspire, generating revenues the same as the prior year, but it should benefit significantly from the return to normal life.” Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
16:3219/11/2021
Anthony Doyle - Fidelity International
What does a macro guy do? What can they tell us about the world of investing? Anthony Doyle, Investment Specialist at Fidelity International, joined me to talk about some of the forces that sweep through economies and how they affect markets. He has over 17 years experience in global finance, working for some of the largest investment management firms in Australia, Europe, and the United Kingdom.Here's a link to the blog post: https://www.sharesforbeginners.com/blog/doyleAnd here's a link to some of his insights: https://www.fidelity.com.au/insights/category/investment-experts/anthony-doyle/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
37:0217/11/2021
Vanessa Stoykov - Let's Get Real About Money
What did you learn about money growing up? Is there way of breaking out of your mindset to create financial freedom? Vanessa Stoykov from Evolution Media dedicates her time to developing stories and conversations that make finance easier to understand, trust and engage with. She wants to help everyday Australians unlearn limiting beliefs about money so they can make better financial decisions that improve their entire life.Here's a link to Vanessa's site: https://vanessastoykov.com.au/Here's a link to the episode blog post: https://www.sharesforbeginners.com/blog/stoykovPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
29:0111/11/2021
Justin Arzadon - CRYP from BetaShares
The BetaShares Crypto Innovators ETF opened this week on the ASX breaking all previous launch records. I was joined by Justin Arzadon to talk about cryptocurrencies, blockchain and the companies that comprise the CRYP index.Here's a link to the blog post https://www.sharesforbeginners.com/blog/crypHere's a link to Justin's newsletter: https://www.betashares.com.au/insights/a-strong-month-for-btc-as-crypto-equities-etf-prepares-for-launch/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
27:2204/11/2021
WEEKEND WATCHLIST – Vista Group ASX:VGL
In this WEEKEND WATCHLIST I’m joined by Jason McIntosh to talk about Vista Group ASX:VGL Here’s a recent write up about the company from Jason: https://www.motiontrader.com.au/stock-research-is-vista-group-worth-buyingVista Group International Limited engages in the development, sale, and support of software solutions to the film industry worldwide. The company operates through Cinema, Movio, and Additional Group Companies segments.Trade with the trend, spread risk, let profits run, cut losses, and give winner room to move. Learn more about Jason McIntosh and the Motion Trader process at: https://www.motiontrader.com.au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
15:1929/10/2021
Andrew Page - Preparing For The Next Big Crash
While we all like to think we’ll behave a certain way in the next crash, the odds are most of us won’t. And a crash is definitely coming (we just don’t know when). There are, however, some practical steps we can take to ensure we are well placed to weather any storm, and take advantage of any opportunities that may arise. We also hear from winner of the eInvest $500 ETF competition James Ballard about why he chose EIGA & how he's setting his family up for the future. There's also another eInvest competition (closing soon!) offering investors the opportunity to win $1000 in ASX:DHOF Link here: https://link.einvest.com.au/69lAhttps://www.sharesforbeginners.com/blog/pagehttps://strawman.com/blog/how-to-prepare-for-the-next-crash/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
30:0828/10/2021
WEEKEND WATCHLIST – Environmental Group ASX:EGL
In this WEEKEND WATCHLIST I’m joined by Joshua Baker from Capital H Management to talk about Environmental Group ASX:EGL Here’s a recent writeup about the company from Josh: https://www.livewiremarkets.com/wires/e-g-l-it-s-in-the-nameSimply Wall St Summary: "The Environmental Group Limited engages in the design, application, and servicing of gas and vapor emission control systems, and inlet and exhaust systems for gas turbines in Australia and internationally. Its products include gas turbine inlet filtration systems (filter houses), inlet cooling/fogging systems, acoustical components, expansion joints, and complete exhaust systems with guillotine and diverter dampers; and a range of air pollution control equipment and services for the removal of pollutants from industrial gas and air streams. The company also provides engineering and water treatment services to various industries; and installation, commissioning, service, and maintenance of steam boilers, inert gas generators, hot water boilers, valves, thermal oil heaters, economizers, and burners. In addition, it offers turnkey recycling solutions. The Environmental Group Limited was incorporated in 1923 and is headquartered in Notting Hill, Australia.https://simplywall.st/stocks/au/capital-goods/asx-egl/environmental-group-sharesPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
18:2922/10/2021
Dr Bianca Ogden - Platinum International Health Care Fund
Dr Bianca Ogden is a virologist and fund manager of Platinum International Health Care Fund.“I think the biggest innovations of the 21st century will be at the intersection of biology and technology. A new era is beginning.” Steve Jobs.Here's a link to the blog post. There's also a transcript where you can listen and read at the same time. https://www.sharesforbeginners.com/blog/platinumhealthHere's a link to find out more about the fund https://www.platinum.com.au/Our-Products/All-Products/Platinum-International-Health-Care-Fund Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935, trading as Platinum Asset Management: Commentary reflects Platinum’s views and beliefs at the time of recording, which are subject to change without notice. Certain information contained herein constitutes "forward-looking statements". Due to various risks and uncertainties, actual events or results, outcomes may differ materially 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 the information contained herein. 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. You should also read the latest relevant product disclosure statement before making any decision to acquire units in any of Platinum’s funds, copies are available at www.platinum.com.au Hosted on Acast. See acast.com/privacy for more information.
32:0219/10/2021
AGM Watch - Telstra
Some of you may be aware that I produce a podcast for Australian Shareholders' Association called AGM Watch. ASA has volunteer company monitors who go over matters arising in company AGMs. They make recommendations on voting intentions and discuss member concerns with directors and the board. I'm sharing this episode with you because there is an interesting turnaround occurring at Telstra. We also welcomed Chair John Mullen at the ASA Annual conference. He seemed genuinely humble and honest about how they are dealing with the problems facing the company.Here's a link to hear more episodes of this podcast series: https://www.australianshareholders.com.au/agm-watchPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
10:2915/10/2021
Steven Kiel – The Art of Investing
Can a military background arm you for better investing? When analysing stocks you have to plan for a range of potential outcomes, manage risk and understand that things don’t always work out as planned. Almost like planning for battle.Steven Kiel is the president and chief investment officer for Arquitos Capital Management, a firm he founded in 2009. Steven is also the chairman of Enterprise Diversified, Inc., a publicly traded alternative asset manager. He served as a judge advocate in the Army Reserves and is a veteran of Operation Iraqi Freedom, retiring in 2021 with the rank of Major.Twitter: @Steven_KielLinkedIn: https://www.linkedin.com/in/stevenkiel/Website: https://www.arquitos.com/Blog Post for this episode https://www.sharesforbeginners.com/blog/arquitosPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
28:1012/10/2021
Thom Benny – Navexa
Thom Benny is from Navexa a portfolio tracking tool. We spoke about his background in finance journalism and some of the things that he's learned along the way. We also had a look at Navexa and how it helps you to track your portfolio and what you need to declare at tax time.Blog Post for this episode https://www/sharesforbeginners.com/blog/navexa Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
30:4006/10/2021
WEEKEND WATCHLIST – Austco Healthcare ASX:AHC
In this WEEKEND WATCHLIST I’m joined by Luke Winchester from Merewether Capital to talk about Austco Healthcare ASX:AHC Simply Wall St Summary: "Austco Healthcare Limited, together with its subsidiaries, manufactures, distributes, supplies, and services healthcare and communication equipment and software in Australia, New Zealand, Asia, Europe, and North America. The company offers Tacera, an IP based nurse call solution for healthcare, aged care, and acute care facilities. The company was formerly known as Azure Healthcare Limited and changed its name to Austco Healthcare Limited in November 2020. Austco Healthcare Limited was founded in 1986 and is headquartered in Port Melbourne, Australia.”https://simplywall.st/stocks/au/healthcare/asx-ahc/austco-healthcare-shares#summaryPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
10:0002/10/2021
Myles Gage - Rapunzl
Myles Gage is a co-founder of Rapunzl and an advocate for financial education especially for individuals in underserved communities. He was exposed to the stock market at a very young age, attending Ariel Community Academy on Chicago's south side. Financial literacy was the crux of its curriculum.After graduating from the University of Illinois Urbana-Champaign, he developed Rapunzl with with his high school friend, Brian Curcio. They designed and developed an app that addresses the three roadblocks that prohibit many from understanding the stock market: fear, exposure, and accessibility.“FETCH represents five industries that are needed regardless of the economic climate. The F stands for financial services, E stands for energy, T is technology, C represents communication and lastly healthcare.”Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners 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 not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.
32:0429/09/2021