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.
Financial Literacy Project - Bonus Episode
This is a bonus episode about a great project that’s been running since March, with workshops still available during September, October & November, 2019.It’s called Own Your Own Financial Future – a project dedicated to empowering women over 55 to build confidence in financial decision making.These are free workshops geared towards women who’ve never been involved in managing their own finances and investments.They are being run by the Australian Shareholders Association. Fiona Balzer from the ASA is my guest in the next episode, but I think it’s worthwhile releasing our discussion as a separate story. It is worth thinking about the particular challenges faced by women in this category.So if you find that any of this resonates with you, or if you know someone who would benefit, find out more at https://australianshareholders.com.au/fin-lit-projectPlaces are available for workshops in Sydney, Wollongong, Newcastle, Adelaide, Mt Gambier, Bathurst, Dubbo, Katoomba, North Coast NSW, Armidale & Tamworth. My apologies to listeners outside these areas but it may be worth a listen. It will get you thinking about you and your loved ones.The workshops will help you:cut through finance and investing jargonunderstand a financial planclarify options for managing your superhelp you discuss your financial goalscheck that your estate is in orderlearn how to source and engage with a professional adviserdevelop confidence to talk to the financial professionals and familyPortfolio 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.
07:2221/08/2019
Kanish Chugh - ETF Securities Australia
Diversification is the key to successful investing. That means considering not only the Australian share market but also the rest of the world. Kanish Chugh joins me to unravel ETFs, international markets and the exciting opportunities available in robotics, artificial intelligence and emerging markets.Link to the blog post https://www.sharesforbeginners.com/blog/kanish-chugh-etf-securitiesKanish is the Co-Head of Sales at ETF Securities. He has more than nine years’ experience in the investment management industry. He previously undertook distribution roles at Blackrock and Fidelity Worldwide Investments and was a foundation member of ANZ ETFS, the joint venture between ETF Securities and ANZ. Before entering the investment management industry Kanish worked in the financial media industry at both the Australian Financial Review and Insto publications.For more information go to https://www.etfsecurities.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.
34:1507/08/2019
Julian McCormack - The Value Investing Contrarian Thing
Julian McCormack is from Platinum Asset Management. As a young guy on the road he developed what he called "The Value Investing Contrarian Thing". Julian spoke about this and Platinum’s approach to investment management. They identify and invest in companies they believe to be undervalued. His case study is the German car company BMW. I want you to pay attention to some of the concepts he talks about. There’s Price Earnings Ratio which is one of the basic ways of valuing a company and also book value. This is not a recommendation to run out and buy shares in BMW. This is purely an exercise in valuing a company for you to learn from. There's also a great listener question from McKenzie Battye-Smith.Platinum's website is https://www.platinum.com.au/ Julian's video presentation is available at https://youtu.be/4e6dIWl7sEo?t=1934Link to the blog post https://www.sharesforbeginners.com/blog/julian-mccormack-from-platinum-asset-managementPortfolio 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.
35:1331/07/2019
Ted Richards - Kicking your investment goals
Ted Richards famous defender for the Sydney Swans, behavioural economist and now Business Development Manager at Six Park, helps first-time investors tackle the biases that may be affecting their investment decisions. Ted introduces us to the low-fee world of robo advice and explains the difference between Bonds undies and Corporate Bonds. Join me in this roving interview as Ted joins the Shares for Beginners team.Link to the blog post https://www.sharesforbeginners.com/blog/ted-richards-kicking-your-investment-goalsPortfolio 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 or 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.
28:3419/06/2019
Louise Bedford - from The Trading Game
We are so happy to welcome the wonderful and inspirational Louise Bedford to the podcast. She is a behavioural finance expert who knows her way around a chart, especially candlesticks. We discuss fundamental and technical analysis, charts, support and resistance and lots of practical advice about investing in shares. This is a very visual episode so check out the website for more pictures and explanations to learn about charts, candlesticks and how they reflect human behaviour.Link to the blog post https://www.sharesforbeginners.com/blog/one-of-the-basic-building-blocks-of-investing-is-doing-your-research-butPortfolio 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 or 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.
32:4822/05/2019
Douglas Morris - CEO at Sharesight Limited
Episode blog post available here https://www.sharesforbeginners.com/blog/douglas-morris-ceo-of-sharesight.Doug joined me to chat about Sharesight and the services they provide in portfolio record keeping. An important part of share ownership is record keeping.In these interviews I like to gather tips and advice on how the markets work, investment styles and expertise. Doug and I covered:The history of SharesightMorningstar researchBenchmarkingTax treatment of ETFs and those gnarly statementsThe changing shape of the financial services industryAnnualised performanceIndex huggingThe features of SharesightPortfolio 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 or 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.
35:0424/04/2019
Robin Bowerman - The Sharemarket and How to Have it All.
Robin Bowerman is the Head of Corporate Affairs at Vanguard Investments Australia and the Vice Chair of the SMSF Association. Vanguard was founded by one of the legends of investing, Jack Bogle. Robin chats with us about the revolutionary style of index investing pioneered by Bogle, the common mistakes made by novice share traders, the Cost Matters Hypothesis and why humans are not emotionally wired to be great investors.Link to the blog post https://www.sharesforbeginners.com/blog/robin-bowerman-vanguard-investmentsPortfolio 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 or 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.
35:2013/03/2019
Evan McQuire - Inside the Mind of a Stockbroker
Evan McQuire is a great guy and I really enjoyed meeting him and chatting about the markets. He has a brutally honest view of shares, the markets and investing. Evan is highly experienced in equities, derivatives and financial markets with extensive knowledge of stockbroking and wealth management. We sat down and discussed some key sharemarket concepts like fundamental and technical analysis, broker recommendations and of course, single stock shock. You can contact Evan at www.mfam.com.au or by phone Australia 1300 889 603 International +61 2 8378 7199. Partner & Managing Director at MF & Co. Asset Management which is a boutique investment firm specialising in wealth management, trading and education. If you have any questions you'd like me to ask future guests please contact me at www.sharesforbeginners.comLink to the blog post https://www.sharesforbeginners.com/blog/evan-mcquire-inside-the-mind-of-a-stockbrokerPortfolio 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 or 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.
34:0724/02/2019
Rob Gilmour - Know yourself - the basics of investment
Rob Gilmour is a wealth manager helping private clients to understand their money choices. He’s a self-confessed financial nerd and offers a range of skills from accounting and law to financial planning.We discuss:How the actual mechanics of share trading haven’t really changed for many decades even though paper share certificates and graph paper aren't used any more.Own a share and you own a part of a company.How easy it can be to get caught up in hype around a share.The classic text about share trading - Reminisces of a Stock Operator by Edwin Lefèvre a thinly disguised biography of Jesse Livermore who was one of the greatest share traders ever.Managed Funds, ETFs and LICs what do they mean?Rob's website is https://wealthsimplicity.com/ if you'd like to have a chat. Don't forget to mention this podcast if you get in touch.Here's a link to the blog post https://www.sharesforbeginners.com/blog/rob-gilmour-wealth-simplicityPortfolio 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 or 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.
42:5812/02/2019