Shows
Payneless FlippingMaximize Profits: Quick Wholesale Deal Profit Calculator Now Available #InvestSmart #WholesaleSuccesDiscover if your wholesale deal is a winner instantly with our FREE Calculator! Maximize your profit potential today. #WholesaleSuccess #InvestSmart #DealCalculator #RealEstateMagicVisit https://www.paynelessflipping.com to learn how to do real estate deals the payneless way!
2025-09-2510 minPayneless FlippingHow Pace Morby Scored $25K with His First Property Investment 🏠🔑 #RealEstateSuccess #InvestSmartDiscover how Pace Morby scored $25K on his first real estate deal! 💼✨ Unlock the secrets to success in property investment. #RealEstate #SuccessStory #InvestSmart #PaceMorby #WealthBuildingVisit https://www.paynelessflipping.com to learn how to do real estate deals the payneless way!
2025-08-1946 minPayneless FlippingUnlock the Secrets of Real Estate Wholesaling in 2025 🏡 #RealEstate #Wholesaling #InvestSmartUnlock the secrets of real estate wholesaling in 2025! Is it the ultimate path to financial freedom or just hype? 🏡💰 #RealEstateWholesaling #PropertyPros #InvestSmartVisit https://www.paynelessflipping.com to learn how to do real estate deals the payneless way!
2025-08-0652 min
The Money Café with Alan KohlerThe Golden Rules of InvestingEffie Zahos, Chief Content Officer and Money Commentator at InvestSMART joins Alan Kohler on this week’s episode of The Money Café, to share her golden rules when it comes to money, as the pair discuss where the interest rate dial is heading, look at the latest movements in house prices, as well as super returns, lifestyle creep, and much more!See omnystudio.com/listener for privacy information.
2024-07-0336 min
SmartCast#17 SmartCast com XP Asset (Smart Summit 2023)
SmartCast, o podcast oficial da Smart Summit 2023 - o maior evento de investimentos, negócios e oportunidades do Rio de Janeiro.
No episódio de hoje, conversaremos com Júlio Fernandes, Sócio e Gestor Multimercados Macro da XP Asset, com mediação de Gabriel Moraes, Assessor de Investimentos na InvestSmart XP, e Rafael Pena, Líder de Equipe Growth na InvestSmart XP.
Aproveite! Deixe o seu like, compartilhe com seus amigos e escreva suas dúvidas aqui nos comentários. www.smartsummit.com.br
Hosts: Gabriel Moraes e Rafael Pena, do podcast Ajuste Diário.
2023-03-3125 min
SmartCast#16 SmartCast com Levante (Smart Summit 2023)
SmartCast, o podcast oficial da Smart Summit 2023 - o maior evento de investimentos, negócios e oportunidades do Rio de Janeiro.
No episódio de hoje, conversaremos com Rafael Bevilacqua, CEO e Fundador da Levante, com mediação de Jéssica Soares, Sócia e Gestora da filial ABC da InvestSmart XP, e Gabriel Santana, Assessor de Investimentos na filial de Santos da InvestSmart XP.
Aproveite! Deixe o seu like, compartilhe com seus amigos e escreva suas dúvidas aqui nos comentários. www.smartsummit.com.br
Hosts: Jéssica Soares e Gabriel Santana, assessores da InvestSmart do ABC
2023-03-2940 min
SmartCast#15 SmartCast com Progredir Investimentos (Smart Summit 2023)
SmartCast, o podcast oficial da Smart Summit 2023 - o maior evento de investimentos, negócios e oportunidades do Rio de Janeiro.
No episódio de hoje, conversaremos com Fábio freitas, Sócio-fundador e Estrategista da Progredir Investimentos, com mediação de Gabriel Moraes, Assessor de Investimentos na InvestSmart XP, e Rafael Pena, Líder de Equipe Growth na InvestSmart XP.
Aproveite! Deixe o seu like, compartilhe com seus amigos e escreva suas dúvidas aqui nos comentários. www.smartsummit.com.br
Hosts: Gabriel Moraes e Rafael Pena, do podcast Ajuste Diário.
2023-03-2733 min
SmartCast#14 SmartCast com JIVE Investments (Smart Summit 2023)
SmartCast, o podcast oficial da Smart Summit 2023 - o maior evento de investimentos, negócios e oportunidades do Rio de Janeiro.
No episódio de hoje, conversaremos com Samer Serhan, Sócio da JIVE Investments com mediação de Danieli Guerreiro, Superintendente na InvestSmart XP, e Tatiana Guedes, Head de Produtos B2B na InvestSmart XP.
Aproveite! Deixe o seu like, compartilhe com seus amigos e escreva suas dúvidas aqui nos comentários. www.smartsummit.com.br
Hostesses: Danieli Guerreiro e Tatiana Guedes, do podcast Lá Vem Elas.
2023-03-2414 min
SmartCast#13 SmartCast com Metrix (Smart Summit 2023)
SmartCast, o podcast oficial da Smart Summit 2023 - o maior evento de investimentos, negócios e oportunidades do Rio de Janeiro.
No episódio de hoje, conversaremos com Bernardo Bonjean, Fundador e CGO na XP, e André Zaccur, Co-fundador da Metrix. A mediação é com Gabriel Moraes, Assessor de Investimentos na InvestSmart XP, e Rafael Pena, Líder de Equipe Growth na InvestSmart XP.
Aproveite! Deixe o seu like, compartilhe com seus amigos e escreva suas dúvidas aqui nos comentários. www.smartsummit.com.br
Hosts: Gabriel Moraes, do podcast Ajuste Diário.
2023-03-2223 min
SmartCast#12 SmartCast com RPS Capital (Smart Summit 2023)
SmartCast, o podcast oficial da Smart Summit 2023 - o maior evento de investimentos, negócios e oportunidades do Rio de Janeiro.
No episódio de hoje, conversaremos com Paolo Di Sora, CIO na RPS Capital, com mediação de Danieli Guerreiro, Superintendente na InvestSmart XP, e Tatiana Guedes, Head de Produtos B2B na InvestSmart XP.
Aproveite! Deixe o seu like, compartilhe com seus amigos e escreva suas dúvidas aqui nos comentários. www.smartsummit.com.br
Hostesses: Danieli Guerreiro e Tatiana Guedes, do podcast Lá Vem Elas.
2023-03-2025 min
SmartCast#11 SmartCast com IP Capital (Smart Summit 2023)
SmartCast, o podcast oficial da Smart Summit 2023 - o maior evento de investimentos, negócios e oportunidades do Rio de Janeiro.
No episódio de hoje, conversaremos com Carolina Barbará, Sócia e CFA na IP Capital, com mediação de Danieli Guerreiro, Superintendente na InvestSmart XP, e Tatiana Guedes, Head de Produtos B2B na InvestSmart XP.
Aproveite! Deixe o seu like, compartilhe com seus amigos e escreva suas dúvidas aqui nos comentários. www.smartsummit.com.br
Hostesses: Danieli Guerreiro e Tatiana Guedes, do podcast Lá Vem Elas.
2023-03-1713 min
SmartCast#10 SmartCast com Bossanova (Smart Summit 2023)
SmartCast, o podcast oficial da Smart Summit 2023 - o maior evento de investimentos, negócios e oportunidades do Rio de Janeiro.
No episódio de hoje, conversaremos com Tiago fabris, CRO da Bossanova Investimentos, com mediação de Danieli Guerreiro, Superintendente na InvestSmart XP, e Tatiana Guedes, Head de Produtos B2B na InvestSmart XP.
Aproveite! Deixe o seu like, compartilhe com seus amigos e escreva suas dúvidas aqui nos comentários. www.smartsummit.com.br
Hostesses: Danieli Guerreiro e Tatiana Guedes, do podcast Lá Vem Elas.
2023-03-1518 min
SmartCast#09 SmartCast com Cidadania Já (Smart Summit 2023)
SmartCast, o podcast oficial da Smart Summit 2023 - o maior evento de investimentos, negócios e oportunidades do Rio de Janeiro.
No episódio de hoje, conversaremos com Renan Coutinho, Sócio-fundador da Cidadania Já, com mediação de Gabriel Moraes, Assessor de Investimentos na InvestSmart XP, e Rafael Pena, Líder de Equipe Growth na InvestSmart XP.
Aproveite! Deixe o seu like, compartilhe com seus amigos e escreva suas dúvidas aqui nos comentários. www.smartsummit.com.br
Hosts: Gabriel Moraes e Rafael Pena, do podcast Ajuste Diário.
2023-03-1327 min
SmartCast#08 SmartCast com Teva Indices (Smart Summit 2023)Neste episódio do SmartCast, o convidado Gabriel da Teva Indices explica como surgiu a ideia de criar ETFs e índices para diversificar os produtos financeiros no mercado brasileiro. Os índices são benchmarks de mercado que refletem carteiras diversificadas de ativos e são usados como referência pelos gestores de fundos. A Teva Indices cria índices específicos para diferentes setores econômicos, como empresas produtoras de commodities, e utiliza esses índices para criar fundos de investimento que oferecem acesso a esses setores para os investidores.
Hosts: Gabriel Moraes e Rafael Pena, do podcast Ajuste Diário.
2023-03-1023 min
SmartCast#07 SmartCast com NAVI (Smart Summit 2023)Neste SmartCast, Luiz Stacchini, gestor da área imobiliária da Navi, apresenta a trajetória da empresa jovem e suas estratégias de investimentos em três verticais: ações, imobiliário e infraestrutura. Ele destaca que a classe de fundos imobiliários permite mais flexibilidade na alocação de capital e que o foco da Navi é em crédito, devido ao cenário desafiador do setor imobiliário com menos liquidez e saques de poupança. A empresa acredita que essa situação pode gerar oportunidades para quem está emprestando dinheiro.
Hostesses: Danieli Guerreiro e Tatiana Guedes, do podcast
2023-03-0820 min
SmartCast#06 SmartCast com QR Asset (Smart Summit 2023)O convidado Alexandre da QR Asset fala sobre oportunidades no mercado cripto e como a empresa começou a oferecer produtos regulados após a liberação da CVM. A empresa tem o fundo ativo mais longevo do mercado brasileiro e também oferece ETFs de Bitcoin e Ethereum. A regulamentação de cripto no Brasil é avançada e permite que a QR ofereça produtos que não seriam possíveis em outros países. O mercado cripto é volátil, mas a empresa está confiante no potencial da cripto e na adoção cada vez maior pelos bancos e pela indústria f...
2023-03-0542 min
SmartCast#05 SmartCast com Icatu (Smart Summit 2023)No vídeo, os participantes falam sobre a importância da diversificação na previdência e como o cliente pode montar uma carteira de investimentos em previdência. Também é mencionado que a previdência não é um produto antigo, defasado ou caro, mas uma opção flexível para fazer o planejamento de longo prazo, com benefícios como a portabilidade e a possibilidade de relocação de carteira sem pagar imposto. O produto Alvo é destacado como uma opção para o cliente que tem um objetivo de prazo e quer terceirizar a alocação dinâmica. Por fim, é mencionado c...
2023-03-0319 min
SmartCast#04 SmartCast com Osmium (Smart Summit 2023)O episódio #4 do SmartCast focou no investimento em ósmio, um subproduto da platina que é escasso e tem apelo a longo prazo. Com apenas 4% dos investidores no mercado, a maioria indivíduos privados, o ósmio é um metal precioso que pode ser manuseado e transportado facilmente e é considerado um investimento para reserva de valor. Cientistas suíços levaram 40 anos para desenvolver o processo de cristalização que viabilizou o ósmio como um investimento viável, e atualmente a liga é comercializada por cerca de US$1.900,00 a grama. Embora ainda seja um mercado muito pequeno, acredita-se que em cinco a dez anos o ósmio possa...
2023-03-0126 min
Tanino CastBRUNO HORA (Empreendedor - InvestSmart) - Tanino Cast #008Bruno Hora é confundador da InvestSmart, uma das maiores empresas de investimento do Brasil com 15 bilhões de custódia, 70 escritórios e mais de 1000 colaboradores.
Tedx Speaker, fala sobre empreendedorismo de uma forma descontraída e realista, contrariando discursos heroicos das redes sociais que não condizem com a realidade.
Traz pautas sobre inovação e métodos de gestão, ajudando empreendedores a desenvolver e preparar seu negócio.
Instagram:
Bruno Hora - @horabruno
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🍷 Compre aqui o vinho do episódio:
KORTA Gran Reserva Barrel Sele...
2023-03-011h 21
SmartCast#03 SmartCast com NCH Capital (Smart Summit 2023)O Smart Summit 2023 apresentou uma conversa interessante com a NCH Capital sobre investimentos e o cenário global do mercado financeiro. Foram citados circuit breakers e a possibilidade de emergentes em relação à escolha de ações. Foi mencionado também a abordagem de experiências com food cheese.
Hosts: Gabriel Moraes, do podcast Ajuste Diário, e Vitor Cavalieri.
2023-02-2829 min
SmartCast#02 - SmartCast com Atena Capital (Smart Summit 2023)Na entrevista, a sócia fundadora da Atena Capital, Tati Leite, fala sobre os desafios de ser mulher em um mercado financeiro predominantemente masculino e como a Atena surgiu da vontade de empreender e criar uma empresa com a sua própria identidade. Tati destaca a importância da cultura da empresa para manter o alinhamento de interesses e controle de riscos, sem nunca ter metas comerciais ou de captação. A Atena cresceu de forma natural, com indicações de amigos e conhecidos que confiavam no trabalho da equipe. A empresa atualmente tem mais de 90% de mulheres em cargos...
2023-02-2716 min
SmartCast#01 - SmartCast com Gama Investimentos (Smart Summit 2023)Bernardo Queiroz, da Gama Investimentos, participou do evento Smart Summit 2023, promovido pela InvestSmart. O representante falou sobre a trajetória da empresa de representação de gestores para grandes investidores institucionais, que atualmente representa grandes casas internacionais na América Latina. Ele também destacou a importância da diversificação do portfólio e da alocação em renda fixa internacional, apesar das restrições do mercado brasileiro. A Gama democratizou essa possibilidade e disponibiliza acesso a grandes casas para investidores.
Hostesses: Danieli Guerreiro e Tatiana Guedes, do podcast Lá Vem Elas.
2023-02-2323 min
SmartCastPalestra Melhor ProfissãoPalestra da Melhor Profissão com Samyr Castro realizado no Teatro XP Investimentos, na Gávea, Rio de Janeiro.
Quer fazer parte do nosso time e adentrar na profissão mais promissora do Brasil, acesse: https://investsmart.gupy.io/
2022-11-2131 min
SmartCastDia 03 - Paolo Di Sora, João Romar e Daniel Amaro - RPSBate-papo com Paolo Di Sora, da RPS, na EXPERT XP 2022.
2022-11-2118 min
SmartCastDia 03 - Gustavo Badia, Pedro Matos e Roberto Attuch - OHM ResearchBate-papo com Roberto Attuch, da OHM Research, na EXPERT XP 2022.
2022-11-1408 min
SmartCastDia 03 - Felipe Andrade, Marcio Batistuti e Diogo Calixto - MAGBate-papo com Márcio Batistuti e Diogo Calixto, da MAG, na EXPERT XP 2022.
2022-11-0721 min
SmartCastDia 03 - André Meirelles, Tatiana Guedes e George Kerr - CompassBate-papo com George Kerr, da Compass, na EXPERT XP 2022.
2022-10-3123 min
SmartCastDia 03 - Camilla Xavier e Luiz Nunes - Forpus CapitalBate-papo com Luiz Nunes, da Forpus Capital, na EXPERT XP 2022.
2022-10-2516 min
SmartCastDia 02 - Rafael Bellas, Bruno Miranda e Miguel Ferreira - Bocaina CapitalEntrevista com Miguel Ferreira, da Bocaina Capital, na EXPERT XP 2022.
2022-10-2511 min
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SmartCastDia 01 - William Lee, Theodoro Fleury E Gustavo Gregório - QR AssetInvestSmart na EXPERT XP 2022.
2022-09-0917 min
2022-09-0914 min
SmartCastDia 01 - Walter Fogolin E Alexandre Theoharidis - Compass AssetInvestSmart na EXPERT XP 2022.
2022-09-0917 min
SmartCastDia 01 - Tati Guedes, Dani Guerreiro E Maurício Lima - Western AssetInvestSmart na EXPERT XP 2022.
2022-09-0917 min
2022-09-0919 min
SmartCastDia 01 - Tati Guedes, Dani Guerreiro E Felipe Arslan - VinlandInvestSmart na EXPERT XP 2022.
2022-09-0916 min
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SmartCastDia 01 - André Meirelles e Luiz Fernando Figueiredo - Mauá CapitalInvestSmart na EXPERT XP 2022.
2022-09-0921 min
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2022-09-0919 min
Equity Mates Investing PodcastExpert: Nathan Bell - The 2, 4, 6 rule of portfolio construction | InvestSMARTHead of Research & Portfolio Management at InvestSmart, Nathan Bell discovered value investing after spending nine years as an accountant, including five at Deutsche Bank that ended in 2006, and has been with Intelligent Investor ever since. He is a CFA charter holder and his experience has guided our strong performance since 2011. This episode is sponsored by InvestSmartAlec mentions a previous episode featuring Domino's Pizza CEO: Don Meij (ASX: DMP)Book mentioned: The Essays of Warren Buffett: Lessons for Corporate America, by Warren Buffett & Lawrence Cunningham********FINFEST is coming v...
2022-09-0850 minEquity Mates Investing PodcastExpert: Gaurav Sodhi - The ASX-listed stock that breaks every rule of sensible investing | InvestSMARTGaurav Sodhi is the Deputy Head of Research at Intelligent Investor. Intelligent Investor publishes in-depth analysis and recommendations for ASX-listed companies aimed at Australian investors managing their own direct portfolio. Thank you to InvestSMART for sponsoring this episode. Bryce mentions a previous Equity Mates episode from Tom Millner – Contact Asset Management, be sure to have a listen after you've finished this ep.****Calling all bulls, bears and party animals.The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equit...
2022-07-2747 min
SmartCastCriptomoedas, NFTs e a Tokenização das FinançasOs melhores executivos e especialista em Criptomoedas e Blockchain desvendam as inovações da nova onda das Criptos.
Samir Kerbage, CTO e Head de Produtos da Hashdex, Especialista novo Fundo de Cripto
Fabrício Tota, Diretor Mercado Bitcoine Executivo QR Capital
Alexandre Ludolf, CIO da QR Asset Management
Mediação: Nanda Guardian, Sócia e analista da casa de análise Levante Ideias de Investimentos
2022-04-251h 27SmartCastAs Oportunidades da BolsaOs mestres da bolsa brasileira apresentando sua visão e os melhores ativos para investir em 2022
Henrique Bredda, Sócio fundador da Alaska e gestor dos fundos da família Black
Marco Saravalle, Sócio e Co-Fundador da BM&C News e CEO da SaraInvest
Roberto Knoepfelmacher, Sócio da Vinci e gestor do Vinci Mosaico
Mediação: Fernando Ferreira, Estrategista-Chefe da XP
2022-04-181h 23SmartCastMercado da Bola 2.0com Rodrigo Tostes, VP de Finanças do Flamengo e CFO do Descomplica; Júlio Cesar - Embaixador InvestSmart; Felipe Ribbe - Head Inovação Atlético MG; e Mediação: Camila Carelli, Jornalista.
2022-04-1143 minSmartCastInovações do Mercado Financeirocom Rodrigo Maranhão, Sócio e diretor de gestão da Kadima Asset Management; Marcelo Oliveira, CEO e Co-Fundador da Quantzed; Brian Begnoche, Sócio-fundador e Diretor da EqSeed; e Mediação: Bruno Hora, Empreendedor e Co-Fundador da InvestSmart XP.
2022-04-0459 minSmartCastProteja seu Patrimônio Investindo no Exteriorcom Daniel Celano, Diretor-Presidente da Schroders Brasil; Bernardo Queima, Sócio da HMC Itajubá Holding e atual Diretor da Gama Investimentos; e Mediação: Walter Fogolin, Head de Produtos da InvestSmart.
2022-03-2859 minSmartCastA Importância de um bom Planejamento Sucessório e Seguro de Vidacom André Iziquiel, Superintendente Comercial da MetLife Brasil; José Florippes, Diretor de Vendas em Seguros da Omint; Gabriel Quintanilha, Mestre em Economia e Doutor em Direito, Daian Moura (XP); Mediação: Leonardo Nogueira,Head BankRio Protect.
2022-03-2158 minSmartCastPerspectivas Macroeconômicas para 2022por Pablo Spyer, conhecido no mercado financeiro pelo bom humor, o “Touro de Ouro”, CEO da Vai Tourinho S/A. fala sobre as perspectivas macroeconômicas para o ano de 2022 no maior evento de investimentos do Rio de Janeiro, a InvestSmart 2022. Confira!
2022-03-1441 min
Cast Empreender - Natal - RN#16 - InvestSmart - Marcela Saboya e a experiência no 5° maior escritório de investimentos do país.Nossa entrevistada é a Marcela Saboya. Ela é uma jovem natalense que há quase dez anos foi para o Rio de Janeiro desbravar sua carreira de empreendedora e começou como figurante das novelas da Globo, depois tornou-se promoter de eventos, após isso trabalhou no setor comercial da Nestlé após ser aprovada num processo seletivo com mais de 17 mil concorrentes e depois não parou por aí: decidiu ir além e foi trabalhar no Itaú como gerente do Itaú Personalité, onde acabou se tornando Agente Autônoma de Investimentos (AAI) com as principais certificações do país do setor. Hoje ela t...
2021-08-2528 min
Grass PodcastEpisodio 7 - Fabio Augusto - InvestSmartSócio e assessor da InvestSmart, um dos escritórios autônomos da XP Investimento, com mais de 8 bilhões em custodia, e um vasto conhecimento em investimento e Renda Variável.
Veio compartilhar as suas experiências do dia a dia e as dificuldades de empreender no Brasil.
2021-06-111h 21
Wealth Foundations#88 Australian Budget 2021 and its Impact on Property Investing (InvestSMART Evan Lucas)The Australian budget 2021 is released tonight. Co-founder Domenic Nesci and InvestSMART, Evan Lucas discuss how this will impact the property market. Both discuss how the schemes will affect investors and home- owner-occupiers in the market. With regards to the First Home Super Saver & the Single parent’s scheme.
They talk about whether the market will experience hyperinflation in the future. As well as who will be most at risk from these new government subsidies.
This episode is also available in audio format on Spotify, Apple, Google. Also on all other popular podcasting apps.
#wealthi...
2021-05-1150 min
SmartCastMulheres EmpreendedorasUm bate-papo mediado por Vanessa Riche, Jornalista, no ar na Rádio Globo e mentora em Comunicação; com Carla Panisset, Coordenadora do Comunidade Sebrae, Agda Óliver, empresária, idealizadora do Meu Mecânico e entusiasta do empreendedorismo feminino, e Cyntia Sandora, Mulher, mãe, esposa, empreendedora e idealizadora da Move Turismo e Conecta Sonhos.
2021-03-111h 31
SmartCastComo estruturar uma proteção patrimonial e a proteção do padrão de vida de uma famíliaNo Bankast de hoje, teremos uma conversa mediada por Leonardo Nogueira, Sócio e Head da BankRio Protect, e Ana Carolina Sueth, Head de Seguros - Vida, com Karyne Oliveira, gerente Corporate Private da MAG Seguros, especialista em Planejamento Sucessório Familiar, Patrimonial e Empresarial, e Bianca Mangraviti, especialista em Gerenciamento de Risco na XP Investimentos.
2021-02-1054 min
CaixinhaCastEP3 - Entrevista com Bruno Hora (Sócio Fundador da InvestSmart)Nesse nosso episódio, entrevistamos o Bruno que é o sócio e fundador da InvestSmart que é uma empresa que gerencia mais de 2,5 bilhões de reais e vem contar um pouco da história empreendedora dele e dar alguns insights pra gente!
2020-06-2135 min
Margin CallEvan Lucas of InvestSMARTEvan Lucas is the Chief Market Strategist at InvestSMART, Market Commentator, and Founder of The Lucas Review. Having gained experience at a number of top-tier global institutions, Evan is naturally a specialist at markets analysis. LINKS Evan on LinkedIn, Twitter InvestSMART Manhattan Project Stock market downturn 2002 China Hardlanding 2015 ABN AMRO Intelligent Investor Eureka Report Friendie
2020-05-151h 01
Wealth Foundations#19 The untold truth about low interest with Evan Lucas (InvestSMART)Evan Lucas from InvestSmart phones in with Domenic Nesci to discuss all things interest rates. They delve into an in-depth look of the cash rate to determine the current impact that it is having on the economy and future movements of the rate. Evan shares his insight that he thinks rates will stay low and will not rise back to 7% anytime soon. He believes that the RBA will maintain this as Australia's underemployment rates are still a major issue for the growth of economy.
Evan Lucas has been researching and investing in global markets for over a d...
2019-11-2628 min
For What It's WorthTick-tock to BrexitTicky Fullerton, Co-Presenter of Business Weekend and Business Editor of Sky News joins InvestSMART's Chief Market Strategist Evan Lucas in this week's episode of For What It's Worth, to discuss the trials and tribulations that is Brexit.See omnystudio.com/listener for privacy information.
2019-09-1125 min
Skin In The GameSkin In The Game – Webjet, Blackmores, Donaco and moreJoin Nathan and Alex for the final episode of Skin in the game, as they discuss Webjet, Blackmores, Donaco, RPMGlobal and more small cap stocks. 01:50 – Thoughts on Austal (ASB)04: 10 – Short report on Rural Funds Group (RFF)06:23 – Why longer toll roads are better09:05 – Is EBITDA a good financial metric to use?12:44 – Acrow Formwork (ACF)15:37 – Why DRPs may be suspended18:01 – Donaco (DNA)22:31 – Blackmores (BKL)25:25 – RPMglobal (RUL)29:33 – Webjet (WEB)See omnystudio.com/listener for privacy information.
2019-08-3034 minSkin In The GameSkin in the game – Atlas Arteria, Blackmores, IPH & DonacoJoin Alex and Nathan as they discuss these stocks and why the market's increasing short sightedness could be offering an opportunity in stocks suffering growing pains, like Blackmores. 01:21 – Thought on IPH5:48 – Katmandu7:44 – Atlas Arteria11:22 – Donaco16:23 – Australasian Academies19:09 – Tolerance for pain, BlackmoresSee omnystudio.com/listener for privacy information.
2019-07-2924 min
For What It's WorthLabor's future of workFederal Shadow Treasurer, Dr Jim Chalmers MP, joins InvestSMART's Chief Market Strategist Evan Lucas in this week's episode of For What It's Worth, to discuss the future of work in a digital world, what policy steps could be taken for long term sustainable economic growth in Australia, how we can get consumption going again and what the future of tax in Australia might look like.See omnystudio.com/listener for privacy information.
2019-07-2417 min
For What It's WorthAustralia’s Infrastructure RevolutionDr John Hewson AM — Professor at the Crawford School of Public Policy at ANU and former Liberal opposition leader joins InvestSMART's Chief Market Strategist Evan Lucas in this week's episode of For What It's Worth, to discuss Australia’s ability to trade with China over the next two decades, Trump’s bombastic presidency and how Australia could undertake an Infrastructure Revolution if Canberra has the will.See omnystudio.com/listener for privacy information.
2019-07-1522 minSkin In The GameAMP, Clydesdale Bank and demergersJoin Nathan and Alex as they discuss big financials AMP and Clydesdale Bank, demergers and a few small cap stocks. 00:57 – Is there a price or time that you’d buy AMP?05:30 – Cyber security and Whitehawk (WHK) 07:59 – Thoughts on demergers11:28 – Mesoblast (MSB)13:03 – Clydesdale Bank update18:41 – Superloop (SLC) and Redflex (RDF)23:32 – Stocks to unload in current environmentSee omnystudio.com/listener for privacy information.
2019-07-1129 min
For What It's WorthThe future of currencyThis week on For What It's Worth, Steve Sammartino, Australia's leading futurist and keynote speaker, joins InvestSMART's Chief Market Strategist, Evan Lucas, to discuss the future of cryptocurrency, what impact big tech such as Facebook and Apple might have on the sector, as well as the advantages and disadvantages of fiat currency.See omnystudio.com/listener for privacy information.
2019-07-0923 minSkin In The GamePorter's Five Forces, Challenger, Tinybeans, PushpayJoin Nathan and Alex as they discuss some current examples to explain how to use Porter's Five Forces in your investment process. 00:31 – Thoughts on Atomos (AMS)04:07 – Views on Challenger (CGF)06: 52 – Thoughts on 3PL (3PL)08:41 – Mach7 technologies (M7T) and iSignthis (ISX)15:20 - Tinybeans (TNY)19:08 - Pushpay (PPH)21:42 – Porters 5 forces Threat of New Entrants – Barriers to entry; technology reducing these; Deere has very high barriers; Distribution is more important than having the best mousetrap; Threat of Substitute Products or Services – Switching costs for Afterpay very low; Bargaining Power of Buyers – Individuals have none; Appen h...
2019-07-0433 minSkin In The GameIPOs and a swing around the small cap jungleHear Alex and Nathan discuss Audinate, Frontier Digital Ventures, New Hope, Bingo Industries, AGL's withdrawn bid for Vocus, and what to look out for with IPOs. 00:48 – Audinate's (AD8) restricted shares02:44 – Frontier Digital Ventres (FDV) share price increase08:35 – Comments on PolyNovo (PNV)09:11 – Thoughts on Bingo Industries (BIN)12:10 – Investing in IPOs16:12 – Thoughts on New Hope Corporation (NHC)18:07 – Thoughts on Grange Resources (GRR)19:39 – AGL's (AGL) move on Vocus (VOC)23:40 – Tax loss selling season28: 47 – Acrow Formwork and Construction Services (ACF)30:33 – Gale Pacific (GAP)32:13 – Saferoads Holdings (SRH)See omnystudio.com/listener for privacy in
2019-06-2633 min
For What It's Worth‘Disrupting’ Australia is a good thingThis week on For What It's Worth, David Koch, Co-host of Sunrise, Chairman of Port Adelaide Football Club and finance aficionado joins InvestSMART's Chief Market Strategist Evan Lucas to discuss the joys of digital disruption in Australia and why it's driving investment, why the future of financial advice is digital, and David's international investment drive that saved Port Adelaide FC.See omnystudio.com/listener for privacy information.
2019-06-2424 min
For What It's WorthGlobalisation – so last decadeIn this episode of For What It's Worth, InvestSMART Chief Market Strategist Evan Lucas is joined by Joanne Masters, Chief Economist at Ernst & Young Oceania to discuss the current state of the labour market, if we’re ready for globalisation, whether property is set for a revival, and if GDP is set for a turnaround.See omnystudio.com/listener for privacy information.
2019-06-1120 minSkin In The GameLink Administration and some small capsJoin Nathan and Alex as they discuss Xero's recent annual result, Link's profit downgrade, how to build a portfolio from scratch, high frequency trading and your personal details, Ardent Leisure and WPP AUNZ.See omnystudio.com/listener for privacy information.
2019-06-0620 min
For What It's WorthVictoria's 'fake' budgetIn this episode of For What It's Worth, InvestSMART Chief Market Strategist Evan Lucas is joined by Crikey Founder, Journalist and Shareholder Activist Stephen Mayne where they discuss the beauty and hard truths of franking credits, why the ‘great monetary support’ from central banks could actually be a house of cards, and the federal versus state funding conundrum.See omnystudio.com/listener for privacy information.
2019-05-2923 minSkin In The GameBanks, election winners, Aristocrat Leisure and NextDCJoin Nathan and Alex, as they discuss APRA's lower lending standards, winners from the election, Reliance Worldwide's profit downgrade, Aristocrat Leisure, Azure Haealthcare and NextDC. 02:04 – Is APRA’s move to reduce the home loan buffer rate significant for the banks?08:54 – Hempton’s view of home prices and lending14:11 – Winners from the Liberals' recent election victory16:19 – Thoughts on Azure Healthcare18:21 – Reliance Worldwide's recent downgrade23:40 – Any potential upside for Dicker Data?25:31 – Thoughts on Next DC29:30 – Pokies vs social gamingSee omnystudio.com/listener for privacy information.
2019-05-2333 minSkin In The GameBig banks remediation, Freelancer, interest rates, HUB24 and NetwealthJoin Nathan and Alex as they discuss Freelancer; whether remediation costs from the Hayne inquiry are near an end or just beginning; and whether HUB24 and Netwealth will steal market share from SMSFs, inn addition to analysing some small caps and the importance of long-term US interest rates. 00:35 – Banking and wealth management remediation03:20 – Will WRAP providers benefit from the shift out of SMSFs?07:40 – Comments on Freelancer12:35 – Why do US 10-year bond rates matter?16:32 – Are commercial solar farms a good investment?18:07 – Is Respiri on our radar?21:23 – Thoughts on ReadCloud22:53 – SAAS company presentation day...
2019-05-1626 min
For What It's WorthThe government's home loan guaranteeIn this episode of For What It's Worth, InvestSMART's Chief Market Strategist, Evan Lucas, and special guest Sophie Elsworth – National Personal Finance Writer at News Corp, discuss why Labor’s franking credits policy is likely to look different once the dust settles from the election, why ‘savers’ have more to lose from an interest rate cut than mortgage holders, and question whether you’d want the government as your guarantor on your home.See omnystudio.com/listener for privacy information.
2019-05-1322 minSkin In The GameEverything you want to know about resources stocksJoin Nathan Bell as he gets the good oil from special guest Gaurav Sodhi on Australia's major resources and energy stocks, including BHP, Rio, Woodside and Origin Energy. See omnystudio.com/listener for privacy information.
2019-05-0939 minSkin In The GameA2 Milk; The big banks; health insurers and much moreJoin portfolio manager's Nathan Bell and Alex Hughes as they discuss A2 Milk, the big banks, the private health insurers, Flight Centre, Audinate, Swift Media and Elektro Optical Systems. 00:45 – Macquarie's impact on ACC's view of TPG/Vodafone merger03:34 – Swift Media's falling share price06:37 – Flight Centre's recent downgrade10:04 – Stockopedia analysis of 245 downgrades of small UK stocks12:24 – Elektro Optical Systems15:47 – Private health insurers under ALP policy 20:05 – Audinate's revenue potential22:25 – Bank funding costs27:00 – Placebos – A2 Milk and Blackmores See omnystudio.com/listener for privacy information.
2019-05-0231 min
For What It's WorthThe buy now, pay later phenomenonIn this episode of For What It's Worth, InvestSMART's Chief Market Strategist, Evan Lucas, and special guest Brooke Corte, Presenter on Your Money, debate the buy now, pay later phenomenon and the age of instant gratification. They also explore the world of housing finance, question whether savers have been forgotten, and look at the impact that fees have on investment returns.See omnystudio.com/listener for privacy information.
2019-05-0123 minSkin In The GameBig opportunities in small and mid-capsJoin Nathan and Alex as they discuss Audinate's $1bn opportunity; why Seek can become a much bigger company; why you shouldn't underestimate Blackmores; an emerging opportunity in Bapcor; several small cap companies raised by listeners.See omnystudio.com/listener for privacy information.
2019-04-2335 min
For What It's WorthShould Australia become more Scandi?In this episode of For What It's Worth, InvestSMART’s Chief Market Strategist, Evan Lucas, and Editor-in-Chief, Alan Kohler, debate the merit of a Scandinavian tax system and discuss the unique situation we find ourselves in with bonds and equities.See omnystudio.com/listener for privacy information.
2019-04-0819 minSkin In The GameAcquisitions, retailers and LICsJoin Nathan and Alex as they discuss Sonic Healthcare, Challenger Financial, Baby Bunting, Noni B, ARQ (Melbourne IT) and what matters when buying LICs.See omnystudio.com/listener for privacy information.
2019-04-0436 minSkin In The GameLessons From an International Investor Nathan Bell and Gaurav Sodhi discuss the pros and cons of investing overseas, what Nathan learned from three years working on an international fund, whether growth will forever outperform value stocks, and Nathan's best current overseas investment idea. See omnystudio.com/listener for privacy information.
2019-03-2833 min
For What It's WorthAre we heading towards a recession?In this episode of For What It's Worth, 2GB's Steve Price joins InvestSMART's Chief Market Strategist Evan Lucas to debate whether money will be thrown around like confetti at the upcoming Federal Budget. They also query the impact of changes to franking credits, negative gearing and capital gains tax, and ultimately, question whether the nation is heading towards a recession.See omnystudio.com/listener for privacy information.
2019-03-2018 minSkin In The GameSmall cap stock ideasThis week, portfolio managers Nathan Bell and Alex Hughes discuss Webjet, MSL Solutions, RPM Global, Elmo, Class, Thorn Group, Eleanor Investment, Redflex, and Brickwall Property Trust.See omnystudio.com/listener for privacy information.
2019-03-1539 minSkin In The GameNew ideas in the aftermath of reporting seasonJoin portfolio managers Nathan Bell and Alex Hughes, as they discuss Seek, Pushpay, Reliance Worldwide, Redbubble, Oliver's, Australian Vintage, and 360 Capital.See omnystudio.com/listener for privacy information.
2019-03-0730 min
For What It's WorthAre all millennials socialists?In this opening episode of For What It’s Worth, InvestSMART’s Editor-in-Chief Alan Kohler, and Chief Market Strategist Evan Lucas ponder whether rates will be cut, the smashed avocado conundrum, and our very own tech stocks.See omnystudio.com/listener for privacy information.
2019-03-0322 minSkin In The GameReporting season: Week 3Join portfolio managers Nathan Bell and Alex Hughes, as they unpack results from stalwarts Wesfarmers, Coles and Woolworths, Sydney Airport, Flight Centre, Cleanaway, Crown Resorts and Star Entertainment, and future leaders Reliance Worldwide, Lovisa, Breville, Nanosonics, Audinate, Hansen Technologies and Blackmores. See omnystudio.com/listener for privacy information.
2019-02-2533 minSkin In The GameReporting season continuesThis week Nathan and Alex discuss the results of CSL; Transurban; Carsales; Australasian Academies; ALE Group, Class; Unibail-Rodamco-Westfield and JB Hi-Fi; as well as explain how their investing approach has changed over time.See omnystudio.com/listener for privacy information.
2019-02-1425 minSkin In The GameReporting Season: Week 1Join portfolio managers Nathan Bell and Alex Hughes as they discuss recent updates from portfolio holdings: Xero; Commonwealth Bank; Clydesdale Bank; ResMed; Reliance Worldwide; Dicker Data; and Frontier Digital Ventures. See omnystudio.com/listener for privacy information.
2019-02-0731 minSkin In The GameA stroll through small capsXero, Technology One, Bellamy's, Class, RPM Global and many more. Join Nathan and Alex as they explore stocks they'd most like to own. See omnystudio.com/listener for privacy information.
2018-12-1340 min
Skin In The GameAfterpay, Moelis, UK stock ideas, and preparing for a recessionThis week, InvestSMART's Nathan Bell and Alex Hughes talk about the rise of Afterpay, Moelis Australia, UK stock ideas, preparing for a recession and how to stay rational when under pressure.See omnystudio.com/listener for privacy information.
2018-12-0627 min
Skin In The GameSpin offs, bids, US housing and moreJoin InvestSMART portfolio managers Nathan Bell and Alex Hughes, as they explain why Wesfarmers and Coles isn't the typical spin off opportunity; why Thorn Group is not a high quality business but could be a great opportunity; why there's reason to be bullish on US housing; and why a bid for portfolio holding Trade Me might not be good news.See omnystudio.com/listener for privacy information.
2018-12-0325 min