Shows
Equity Mates Investing PodcastWhy 2026 is the Year of Resources - Luke LaretiveLuke Laretive is our first guest in the studio for 2026 and he's wasting no time, laying out his call for the year ahead: 2026 is the year of resources.We're diving deep into commodity cycles, big-cap miners and two stocks Luke says have genuine 10-bag potential.For more tips from Luke, subscribe to his newsletter at https://senecafs.com.au/subscribeIn this episode:01:55 Why 2026 is the year of resources06:27 What’s driving prices09:09 Why many fund managers will miss the trade12:36 Top picks by...
2026-01-2629 min
Australian Investors Podcast4 micro cap ASX stocks for 2026: RHI, EZL, RDY & SRZ [Part 3/3]In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about:
– Red Hill Minerals (RHI): 11% yield and exposure to MIN’s Onslow Iron
– Euroz Hartleys (EZL): WA broker with history of capital returns
– ReadyTech (RDY): takeover target and still the cheapest ASX software stock?
– Stellar Resources (SRZ): under-the-radar commodity & potential M&A upside
If you love learning about micro cap ASX stocks with huge upside, subscribe to the Australian Investors Podcast on Apple, Spo...
2025-12-2640 minAustralian Investors Podcast4 small-cap ASX stocks with serious upside [Part 2/3]In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about:
– Symal (SYL): a newly listed boring business in the best way
– Emeco (EHL): discounted to NTA and a potential takeover target
– HMC Capital (HMC): 3 big issues, but plenty of hidden value
– Qoria (QOR): cyber safety stock with overlooked tailwinds
If you love learning about ASX small caps with big upside, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
– Symal (SYL): recent IPO...
2025-12-2343 minAustralian Investors Podcast4 ASX stocks to watch in 2026: REA, WTC, NXG & S32In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about:
– Why REA Group (REA) could keep winning despite the noise
– WiseTech Global (WTC): sticky, high-margin, misunderstood
– NexGen Energy (NXG): exposure to the world’s best uranium asset?
– South32 (S32): this base metals stock is completely unloved
If you love learning about quality mid/large cap ASX companies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
– REA Group (REA): still a monopoly with pricing powe...
2025-12-2134 minEquity Mates Investing PodcastAll roads lead to Google, Mr. Beat-Up reviews WiseTech & Pimp my Portfolio with Luke LaretiveIn this episode we take a closer look at Big Tech’s latest results and what they reveal about the broader market.Plus, in Pimp My Portfolio Luke Laretive helps community member Sheridan assess whether his strategy is on the right track.And Mr Beat Up is back putting WiseTech to the test using our 4-Step Stock Checklist — a simple framework you can use to assess any company.———Want to get involved in the podcast? Record a voice note or send us a message And come and join the c...
2025-11-0540 minEquity Mates Investing PodcastTesla's biggest quarter yet, what stocks are experts buying & Luke Laretive is back for Pimp my PortfolioTesla is one of the most controversial stocks in the world. To some it is a reflection of the chaos and ego of Elon Musk. To others it is ushering in the future of clean transportation and personal robots. Love it or hate it, there is always something going on with this company. Last week was no different. As Tesla reported its Q3 numbers, Elon Musk took time to rant about "corporate terrorists", shareholders were given more information on Musk's proposed $1 trillion pay package and the company broke its report for the most cars delivered in...
2025-10-2638 minEquity Mates Investing PodcastAvoid ‘Boomer Pandering’ with your investments - Luke LaretiveAre Aussie investors stuck worshipping the banks and miners? Luke Laretive thinks so. We sat down with him to unpack it. He calls out the “Boomer pandering” he believes is baked into the ASX and argues why clinging to old favourites could cost you. In this chat we cover:Why Australia’s dividend obsession could be holding investors backThe new sectors Luke believes will lead the next market cycleHow to spot when a company’s story no longer matches its growth—------Want to get...
2025-10-1337 minEquity Mates Investing PodcastGold & Bitcoin hit all-time-highs, building the ultimate core portfolio & Pimp My Portfolio with Luke Laretive (and he's fired up)We’re in “the season of all time highs”, as Bryce is calling it. From gold and bitcoin, to Australian property and even global government debt; we unpack what's driving the surges. That’s not all, we cover:The wild rise of prediction marketsA community question on structuring your core portfolioLuke Laretive returns for a fiery Pimp My Portfolio and shares his unfiltered take on CFDs and shorting stocks.—------Want to get involved in the podcast? Record a voice note or send us a message And come and join the...
2025-10-1227 minEquity Mates Investing PodcastKeeping up with AI, your Superannuation options & Pimp my Portfolio with Luke LaretiveThe pace of change in the AI landscape continues to accelerate. From lofty valuations, new use cases and changes in government policy, we're chatting through some of the biggest headlines that have caught our attention. Most importantly, we're talking about the best ways to invest in it as well. That's not all we cover in another big episode of Equity Mates:Chinese car makers continue to grow market share in Australia We explore your different Superannuation options Luke Laretive reviews a community member's portfolio in the latest Pimp my Portfolio
2025-09-1038 minEquity Mates Investing PodcastCard fees to go, Pimp my Portfolio & BlackRock lost $52 billion in one goLuke Laretive is back for another edition of Pimp my Portfolio. What will he have to say about community member Keiran's portfolio? Tune in to find out. That's not all we cover in another big episode:The RBA is moving to ban all card surcharges We cover the latest trade war news Earnings season has kicked off in the US - what have we learned so far?Pimp my Portfolio with Luke LaretiveHave a question you want us to answer? Record a voice note or send us a message
2025-07-2035 minAustralian Investors PodcastPro Medicus, Kelly Partners, $10k portfolio review & shares vs property debate with Luke LaretiveIn this Australian Investors Podcast episode, your hosts Owen Rask and Luke Laretive discuss:
– Why Luke refuses to buy investment property
– Pro Medicus (ASX: PME) and why it's not in Seneca’s portfolio
– Luke’s small cap process and how it delivers outperformance
– How big the Seneca fund can grow and when it might close
Chapters (approximate)
(0:00) Introduction
(02:28) NVIDIA or Pro Medicus?
(07:27) Is Investing with Luke the Top of the Market?
(11:30) How Big Can Your Fund Get Before Soft Closing...
2025-07-1852 minEquity Mates Investing PodcastCrunch time for trade deals, Pimp my Portfolio & a new China-focused ETFTune in for the news moving markets, Luke Laretive returns for another Pimp my Portfolio and our review of the new Global X China Tech ETF (ASX: DRGN)Have a question you want us to answer? Record a voice note or send us a message—------Interested in trying Good Day Multivitamins?Head to BeGoodHealth.com.au and save 10% (or 20% for a subscription) using the code: equitymates—------Want more Equity Mates? Across books, podcasts, video and email, however you want to l...
2025-07-0632 minAustralian Investors PodcastVulcan Energy, Zip & Euroz Hartleys: Small cap investing with Luke LaretiveIn this Australian Investors Podcast episode, your hosts Owen Rask and Luke Laretive (Seneca Financial Solutions) discuss:
– How Luke turned $0.60 into $15 with Vulcan Energy
– Why Zip was his biggest percentage win
– Two new small cap stock ideas: Antipa Minerals and Euroz Hartleys
– Why investors get performance data and fund evaluation wrong
If you love learning about small cap investing and ASX company analysis, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more inv...
2025-06-2643 min
The Call from ausbizthe call: Tuesday 17 JuneSubmit your stock picks here: ausbiz.co/callpicks Luke Laretive from Seneca Financial Solutions and Rudi Filapek from FNArena go in-depth and stock specific on ‘the call.’Macquarie Technology (MAQ) Platinum Asset Management (PTM) MAAS Group (MGH) BlueScope Steel (BSL)PWR Holdings (PWH) Fisher and Paykel Healthcare (FPH) Mesobalst (MSB) Ingenia Communities (INA) Playside Studios (PLY) Super Retail (SUL) Stock of the day: VBX (VBX) to listen go to https://ausbiz.co/STODGet...
2025-06-1749 minAustralian Investors PodcastWhy index funds hurt small cap investingIn this Australian Investors Podcast episode, your host Owen Rask is joined by Luke Laretive and Ben Richards from Seneca Financial Solutions to discuss:
– The flaws of small cap index investing
– How inclusion in ASX indices drives mispricing
– Lessons from Catapult, Objective Corp & Sigma
– Mistakes small cap investors should avoid
If you love learning about small cap investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics c...
2025-06-1643 min
Australian Retirement PodcastRetirement needs growth: Small caps & smarter investingDoes growth still matter in retirement? In this episode of the Australian Retirement Podcast, Drew Meredith and Luke Laretive (Seneca Financial Solutions) explore why retirees can’t ignore growth assets, the role of small-cap stocks, and how to balance risk and income as you age. We cover inflation, the pitfalls of term deposits, and why small companies might just be your retirement secret weapon.
If you like this Australian Retirement Podcast episode on investing for growth in retirement, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wh...
2025-06-1235 minEquity Mates Investing Podcast4 proven ways to pick winning small caps - Luke LaretiveLuke Laretive is the CEO of Seneca Financial Solutions and Portfolio Manager of the Seneca Small Companies fund.In today's episode we discuss four ways Luke and the team have made money in Australian small caps, and unpack a current example of each.Want more from Luke and the team at Seneca? Sign up to Good Research to receive two in-depth research reports on Australian stocks. Use the code MATES for 10% off.—------Want to get involved in the podcast? Record a voice note or send us a...
2025-06-0941 minEquity Mates Investing PodcastWhy housing will keep going up, a stock for the great wealth transfer & Pimp my Portfolio with Luke LaretiveAustralian residential property has only gone up in our lifetimes. Recent data from the Federal Government, Equifax, and the Australian Bureau of Statistics all lead to one conclusion: its going to keep going.Tune in to hear why.That's not all we unpack in another big episode of Equity Mates:A tough week for Australian miners as lithium and iron ore sell offWhy your favourite ice cream is getting more expensivePimp my Portfolio with Luke LaretiveBryce discusses Generation Development Group—------Want to get involved in...
2025-06-0436 min
SBS On the MoneyCBA market cap breaches $300 billion, and Australian GDP slowsSBS Finance Editor Ricardo Gonçalves speaks with Luke Laretive from Seneca Financial Solutions as the ASX200 edges closer to a record and CBA breaches $300bn market cap, while Stephen Wu from the Commonwealth Bank goes through the latest economic growth numbers.
2025-06-0414 minAustralian Investors PodcastIdentifying ASX small cap inflection pointsIn this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards from Seneca Financial Solutions to discuss:
- How the Seneca Small Companies Fund outperformed by 25%
- Why inflection points in profitability drive returns
- The role of consistency, speed, and process in investing
- Breakdowns of stocks like Catapult, MMA Offshore & AFG
If you love learning about small cap investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more...
2025-05-2849 minThe Call from ausbizthe call: Monday 26 MaySubmit your stock picks here: ausbiz.co/callpicksDavid Lane from Ord Minnett and Luke Laretive from Seneca Financial go in-depth and stock specific on ‘the call.’Champion Iron (CIA) Emerald Resources (EMR) Antipa Minerals (AZY) Computershare (CPU) Xero (XRO) Macquarie (MQG)Qantas (QAN) QUBE holdings (QUB) Steadfast (SDF) Premier Investments (PMV) Stock of the day: WiseTech (WTC) to listen go to https://ausbiz.co/STODGet your stock pick to the front...
2025-05-2648 minSBS On the MoneyChina injects stimulus ahead of US trade talks, & the Aussie dollar at a six month highSBS Finance Editor Ricardo Gonçalves speaks with Luke Laretive from Seneca Financial Solutions about the day's sharemarket action including the latest US trade talk developments and what's driving the Australian dollar to a six month high against the US.
2025-05-0707 minThe Call from ausbizthe call: Monday 14 AprilSubmit your stock picks here: ausbiz.co/callpicksLuke Laretive from Seneca Financial Solutions and Philip Pepe from Shaw and Partners go in-depth and stock specific on ‘the call.’Clarity Pharma (CU6) Cochlear (COH) Lendlease (LLC) ANZ (ANZ) Challenger (CGF) Eagers Automotive (APE)Chorus (CNU) Woodside (WDS) Aurizon Holdings (AZJ) Alfabs (AAL) Stock of the day: MA Financial (MAF) to listen go to https://ausbiz.co/STODGet your stock pick to the f...
2025-04-1451 minSBS On the MoneyInflation eases in February as the ASX ralliesRhayna Bosch speaks with Seneca investments Luke Laretive on inflation, the budget and all the day’s market action. Plus – an iconic 90s fashion brand collapses.
2025-03-2606 minEquity Mates Investing PodcastSuper funds are outgrowing Australia, Pimp my Portfolio with Luke Laretive & the crippling effect of feesThere was always going to be a day when this happened. Australia's superannuation industry has grown to more than $4 trillion assets under management. That is becoming too big for a country with a GDP of $3 trillion and a local stock market with a market cap of $2.7 trillion. So Big Super is growing up and leaving home. Tune in as we break it all down.That's only the start of another big episode of Equity Mates:Luke Laretive joins for Pimp my PortfolioWe explain how fees can compound into hundreds of thousands of...
2025-03-1927 minEquity Mates Investing Podcast6 lessons from Buffett's annual letter, Pimp my Portfolio & Australia's quantum computing breakthroughOnce a year history's greatest investor writes a public letter to his shareholders. And while he may be 94 years old, he's showing no signs of slowing down. In today's episode we review Warren Buffett's latest annual letter and share 6 of our biggest takeaways. You can read the full letter here: https://www.berkshirehathaway.com/letters/2024ltr.pdfThat's not all we're talking about in another big episode:Luke Laretive returns for another Pimp my PortfolioThe drama unfolding at WiseTech GlobalAustralia's quantum computing breakthrough Microsoft's developed a new state of...
2025-02-2636 minThe Call from ausbizthe call: Tuesday 18 FebruarySubmit your stock picks here: ausbiz.co/callpicksLuke Laretive from Seneca Financials and Mark Moreland from value3 go in-depth and stock specific on ‘the call.’Megaport (MP1) Transurban Group (TCL) CAR Group (CAR) Woolworths (WOW) Skycity Entertainment Group (SKC) BWP Trust (BWP) Region Group (RGN) Imdex (IMD)Lynas rare Earths (LYC) Resolute Mining (RSG)Stock of the day: BHP (BHP) to listen go to https://ausbiz.co/STODGet your stock p...
2025-02-1849 minEquity Mates Investing PodcastExpert: Luke Laretive - Looking for catalysts in Aussie stocksLuke Laretive from Seneca Financial Solutions joins us to talk about what he's been buying and selling. Tune in as we chat about a massive number of companies including:De Grey Mining AmpolBreville GroupIDP EducationAntipa Wildcat ResourcesSun Silver GQG PartnersWeb Group and Web Travel Group —------Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.—------Keep up with the news moving markets with the Equi...
2025-02-1739 minEquity Mates Investing PodcastNetflix won the streaming wars, Pimp my Portfolio with Luke Laretive & we debate Novo Nordisk or Eli LillyCall the fight, it is over: Netflix has won the streaming wars. Tune in to today's episode to hear the latest news from Netflix, Disney and the streaming industry that has led us to the conclusion that the fight is over. That's not all we cover in another big episode: Luke Laretive returns for another Pimp my PortfolioWe debate Novo Nordisk v Eli Lilly - which would we buy?The latest data shows Australian offices aren't recovering Does Philly's Superbowl win spell danger for the markets?—------
2025-02-1644 minThe Call from ausbizthe call: Tuesday 28 JanuarySubmit your stock picks here: ausbiz.co/callpicksLuke Laretive from Seneca Financial Solutions and Francesco DeStradis from Ord Minnett go in-depth and stock specific on ‘the call.’Audinate (AD8) Euroz Hartleys (EZL) Sonic Healthcare (SHL) Web Travel Group (WEB) The Lottery Corporation (TLC)Nufarm (NUF)GR Engineering Services (GNG) Pilbara Minerals (PLS)James Bay Minerals (JBY) QBE Insurance (QBE)Stock of the day: NextDC (NXT) to listen go to https://ausbiz.co/STOD
2025-01-2849 min
Wealth And Toil - An Australian Investment PodcastBig SuperIn this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green discuss the current state of the Australian superannuation sector.Investment Management and Internalisation:- The internalisation of investment management by big super funds. This trend involves hiring fund managers internally rather than using external fund managers, which might lead to mediocrity and lack of competition.- The capability of these funds to manage the enormous amounts of money effectively and the implications of large funds managing market indexes.Impact of Index Hugging and Market Distortions:...
2024-12-2030 minWealth And Toil - An Australian Investment PodcastReviewing May Stock PicksIn this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green discuss recent stock picks from May this year, the dynamics of fund management, and the strategic implications of recent stock performance and financial movements as 2024 draws to a close.ASX:GQG - Undervalued- GQG as a company and its distinction between managing funds and the funds management business itself.- GQG’s performance, including the challenges and resilience in light of accusations against Adani Group for corruption, affecting one of GQG's large holdings, currently 8%.May Stock Pi...
2024-12-0925 minThe Call from ausbizthe call: Friday 6 DecemberSubmit your stock picks here: ausbiz.co/callpicksDaniel Ortisi and Luke Laretive go in-depth and stock specific on ‘the call.’ Metrics Master Income Trust (MXT)Qualitas (QAL)Smartpay (SMP)GQG Partners (GQG)De Grey Mining (DEG)Betmakers Technology Group (BET)Vection Technologies (VR1)Envirosuite (EVS)ICandy Interactive (ICI)Avjennings (AVJ)Stock of the day: Iluka Resources to listen go to https://ausbiz.co/STODGet your stock pick to the f...
2024-12-0651 minWealth And Toil - An Australian Investment PodcastStock Picks: the next 2 months, 2 years, 20 yearsIn this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green pick stocks to perform over the short term (two months), medium term (two years), and long term (twenty years).Short-Term Investment Advice (Two Months):Dylan advises against risky investments for short-term financial needs, recommending a high-interest savings account instead.Luke offers two stock tips for the short term, expecting specific events to potentially increase their value: -- De Grey Mining, due to a pending mining permit-- Vulcan Energy Resources, anticipating a financing dealMedium-Term Investment Strategy...
2024-11-2931 minWealth And Toil - An Australian Investment PodcastInvestment Philosophy, Risk Profiles & Common MisconceptionsIn this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green discuss financial investment philosophies, built on the a foundation of risk profiles, future planning and common misconceptions around investing.Insights into Financial Planning and Investment:- The practicalities of communicating investment philosophies to clients and tailoring investment strategies to individual needs.- The importance of understanding clients' risk profiles and behaviours rather than just relying on traditional risk profiling tools.Deep Dive into Client Interactions and Strategies:- The importance of understanding clients' backgrounds and...
2024-11-2735 minEquity Mates Investing PodcastExpert: Luke Laretive - High conviction stocks in Aussie small capsLuke Laretive is a financial adviser and founder of Seneca Financial Solutions. In today's episode we unpack:Luke's biggest learnings from the first anniversary of his small caps fundRecent takeaways from a mining trip to WA What Luke thinks larger financial institutions often get wrong Luke's 3 highest conviction stock picks—------Want more from Luke?Want to speak to Luke or another of our hand-picked advisers? Fill out the form on our website and we'll put you in touch.Check out Luke's Good Research platform and use th...
2024-11-2544 minThe Call from ausbizthe call: Wednesday 20 NovemberSubmit your stock picks here: ausbiz.co/callpicksLuke Laretive from Seneca Financial Solutions and Michael Wayne from Medallion Financial go in-depth and stock specific on ‘the call.’Clarity Pharmaceuticals (CU6)Megaport (MP1) Commonwealth Bank (CBA) AMP (AMP)PEXA Group (PXA) Supply Network (SNL) GWA Group (GWA)Vulcan Energy (VUL) Liontown Resources (LTR) Stanmore Resources (SMR)Stock of the day: Amcor (AMC) to listen go to https://ausbiz.co/STODGet your...
2024-11-2048 minWealth And Toil - An Australian Investment PodcastSpicy Small CapsIn this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green are joined by guest Ben Richards discussing Australian small-caps:The Small Cap Opportunity: The potential for outperformance in a market that is relatively stable but top-heavy. Australian small caps provide a clear opportunity for growth.Active Management Versus Passive Investing: Active strategies are particularly beneficial in this segment because small caps require detailed analysis and selection to identify growth opportunities, which is not typically achievable with passive index tracking.Portfolio Strategy and Construction:
2024-11-1835 minWealth And Toil - An Australian Investment Podcast2024 US ElectionIn this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green discuss the upcoming U.S. election.Market Impact of ElectionsMarkets often experience short-term volatility, then generally adapt quickly to election outcomes. Individual policies may cause initial market reactions, but broader economic forces and market fundamentals have a more sustained impact on financial markets.TariffsPotential tariff policies by Trump, described as protectionist measures aimed at boosting domestic employment by imposing penalties on foreign goods. Luke and Dylan debate the inflationary impact of such tariffs, suggesting that...
2024-11-1825 minThe Call from ausbizthe call: Wednesday 30 OctoberSubmit your stock picks here: ausbiz.co/callpicksMark Gardner from MPC Markets and Luke Laretive from Seneca Financial Solutions go in-depth and stock specific on ‘the call.’Vaneck Bitcoin ETF (VBTC)Insignia Financial (IFL) Domain (DHG) Noumi (NOU) Appen (APX) Coles (COL) Kelsian (KLS) Vulcan Energy (VUL) Regis Resources (RRL) Arcadium Lithium (LTM)Stock of the day: Pilbara Minerals (PLS) to listen go to https://ausbiz.co/STODGet your stock pi...
2024-10-3051 min
Chris Judd's Talk Ya Book PodcastLuke LaretiveLuke Laretive from Seneca Financial Solutions talks us through Wildcat Resources, a lithium exploration company. With a strong management team and attractive valuation, Wildcat is well-positioned to capitalise on the growing demand for lithium. The company's recent performance and promising project pipeline have attracted significant investor interest. Proudly presented by Honan (www.honan.com.au).See omnystudio.com/listener for privacy information.
2024-10-2910 minWealth And Toil - An Australian Investment PodcastSmall Caps, Mining in The Pilbara, Property MarketsIn this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green recent performance of Seneca's small cap fund, Luke's visit to Pilbara Minerals, Wildcat Resources and Port Hedland, and recent property market craziness in PerthDiscussion on Small-Cap Investments- Luke shares insights from his trip to WA, focusing on small-cap investment opportunities in the Pilbara region.- The performance of Seneca's small-cap fund, which has returned 28.4% over the past year, outperforming the benchmark by 9.6%.- The importance of considering different asset classes for generating alpha and the unpredictable...
2024-10-1828 minWealth And Toil - An Australian Investment PodcastSecondary markets growth, Boomer travel & the importance of taking a breakIn this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green discuss learning from their travels around the secondary markets, travel itself and the importance of taking a break.Dyl's observations from the U.S- The U.S. continues to be a global powerhouse despite negative media narratives, performing well with leading GDP, low unemployment, and strong stock markets.- Visits to top universities (MIT and Harvard) highlighted technological and business innovations. - Strong growth despite with increased interest rates, showing a unique macroeconomic balance....
2024-10-0330 minEquity Mates Investing PodcastSuper-for-Housing is still a bad idea, Luke Laretive returns for Pimp my Portfolio and Nick Cregan breaks down the power of real estate platformsOne of Australia's great companies, REA Group, is looking to acquire the biggest real estate portal in the UK, Righmove. Today, we call Nick Cregan from Fairlight Asset Management who has invested in Rightmove to understand what REA Group sees in Britain and where it might go next. That's not all we cover in a big episode of Equity Mates:Elon Musk and Larry Ellison are begging for a product, can you guess what? Why Oracle is up more than 50% this year Super-for-Housing has been raised again. It is still a bad idea.Luke Laretive...
2024-09-2238 minThe Call from ausbizthe call: Monday 26 AugustSubmit your stock picks here: ausbiz.co/callpicksMathan Somasundaram from Deep Data Analytics and Luke Laretive from Seneca Financial Solutions go in-depth and stock specific on ‘the call.’Perenti (PRN) Arcadium Lithium CDI (LTM)PEXA Group (PXA) Dexus Industria REIT (DXI)GPT Group (GPT) Telstra (TLS) Shaver Shop Group (SSG) GWA Group (GWA)JB Hi-Fi (JBH) Scentre Group (SCG)Stock of the day: Bendigo and Adelaide Bank (BEN) to listen go to https...
2024-08-2649 minWealth And Toil - An Australian Investment PodcastEntrepreneurship & Starting a BusinessIn this episode of Wealth & Toil, hosts Dylan Pargiter-Green and Luke Laretive discuss entrepreneurship & starting a business.Market UpdateThe recent market recovery post a significant crash, highlighting positive U.S. retail sales data indicating a lack of recession and decreasing inflation, suggesting a favourable environment for equities.Entrepreneurship and Business Start-Up Advice- Insights into starting a business, stressing the importance of market demand and having a viable product. - The impacts of the Hayne Royal Commission on the financial advice industry, which saw a reduction...
2024-08-2233 minWealth And Toil - An Australian Investment PodcastMarket crash! Japanese Interest Rates + US employments indicatorsIn this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green discuss a rare Japanese interest rate rise, bad employment indicators out of the US and the effect on global markets.Bonds are backDespite predictions of its demise, bonds still an important tool for a balanced portfolio. They highlight the resilience of a traditional 60/40 portfolio (60% stocks, 40% bonds) amid market fluctuations, with bonds providing diversification benefits.U.S. non-farm payrolls and ISM manufacturing dataImplications of recent U.S. non-farm payrolls and ISM manufacturing data, which suggested a...
2024-08-1428 minAustralian Investors PodcastASX results: Audinate (ASX:AD8) is still overvalued, a punt on Pointsbet (PBH) & Credit Corp (CCP)After falling 40%, is it possible that Audinate Ltd (ASX: AD8) shares still overvalued?Despite a capital release, is a punt on Pointsbet (ASX: PBH) worth it?And don't underestimate the return of Credit Corp Group Ltd (ASX: CCP) to the top of the ASX league tables.All that and more on this weekend's ASX Reporting Season special of The Australian Investors Podcast with Owen Rask, Chief Investment Officer of Rask Invest, and Seneca's Luke Laretive and Ben Richards.Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma...
2024-08-0952 minWealth And Toil - An Australian Investment PodcastUnderstanding Fixed Interest InvestmentsIn this episode of "Wealth and Toil," hosts Luke Laretive and Dylan Pargiter-Green discuss the key elements of fixed interest investments.Fixed interest, or fixed income, is a crucial component of a diversified investment portfolio. It's typically less volatile than equities and offers a more stable return, primarily through interest payments from bonds.Mechanics of Fixed Interest:Lending money to entities (corporate or governmental) and receiving regular interest payments (coupons), with the principal amount typically returned at the end of the bond's term.Capital Structure:The...
2024-07-3033 minEquity Mates Investing PodcastWe're searching for the world's best moat, 1 million people working for you & Pimp my PortfolioWe're on a quest to find the companies with the best moat (aka long-term sustainable competitive advantages). In this episode we unpack why moats are the most important factor when investing in individual stocks and share some of the companies that top our list. If you have a company you'd like to add to our list, hit us up on our website. We also take a look at incentives in the stock market and why investing means you have millions of people working for you. Finally, Luke Laretive joins us...
2024-07-2838 minThe Call from ausbizthe call: Wednesday 24 JulyLuke Laretive from Seneca Financial Solutions and Henry Jennings from Marcus Today go in-depth and stock specific on ‘the call.’ Collins Foods (CKF)Ainsworth Game Technology (AGI)Pentanet (5GG)Aurelia Metals (AMI)New Hope (NHC) Electro Optic Systems (EOS)Seek (SEK)Dexus (DXS)Qantas Airways (QAN)Transurban Group (TCL)Stock of the day: Flight Centre Travel Group (FLT) to listen go to https://ausbiz.co/STODGet your stock pick to the front of the...
2024-07-2452 minWealth And Toil - An Australian Investment PodcastFundamentals of Financial AdvisoryIn this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green discuss the fundamentals of the financial advice industry. There's a large range of financial advisors offering different kinds of advice.Types of Financial Advice:General Advice: Does not consider personal circumstances, provides factual information or opinions on financial products.Tax Advice: Accountants focus on tax minimisation and efficient tax structures, not on investment advice.Strategic Advice: Helps clients set and achieve financial goals, prioritising long-term objectives.Investment Advice: Selecting and managing investments, differentiating between static portfolios...
2024-07-2231 minSBS On the MoneySBS On the Money: Dow record, ASX record, Gold record!SBS Finance Editor Ricardo Goncalves speaks with Luke Laretive from Seneca Financial Solutions to find out of the recent record run on global sharemarkets can continue.
2024-07-1707 minEquity Mates Investing PodcastHalf year market wrap, the worst investing take, struggling Australian media & Pimp My Portfolio In today’s episode we:discuss the struggles facing Australian media and unpack the layoffs at Nine look at the best and worst performing stocks for the first half of 2024have a crack at some of the economist predictions that haven’t panned out this year bring back Luke Laretive and a community member to have their portfolio reviewed Hosted on Acast. See acast.com/privacy for more information.
2024-07-1136 minThe Call from ausbizthe call: Tuesday 9 JulyMark Moreland from Teaminvest and Luke Laretive from Seneca Financial Solutions go in-depth and stock specific on ‘the call.’Nick Scali (ASX: NCK) Pact Group (ASX: PGH) Steadfast (ASX: SDF)Camplify (ASX: CHL)Lynas (ASX: LYC) Neuren (ASX: NEU)ResMed (ASX: RMD) MA Financial (ASX: MAF) Challenger (ASX: CGF)Coronado Global Resources (ASX; CRN)Stock of the day: Bapcor (ASX: BAP) to listen go to https://ausbiz.co/STODGet your stock pick to the fr...
2024-07-0950 minWealth And Toil - An Australian Investment PodcastBuying Property in SMSF'sIn this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green discuss buying property in SMSFs, retirement and superannuation. Financial Requirements and Costs:- a combined super of at least $500,000 is advisable to cover annual audits, tax returns, and management fees which can total around $3,000 to $5,000.Alternatives to SMSFs for Common Investments:- For those interested in common investment types like shares and bonds, modern investment platforms provide sufficient access without the need for an SMSF.Buying Property through SMSFs:- Specifics...
2024-07-0829 minWealth And Toil - An Australian Investment PodcastHalf Year WrapIn this episode of "Wealth and Toil," hosts Luke Laretive and Dylan Pargiter-Green discuss the story of 2024 so far.Australian Market: Discussion on the Australian market's performance, contrasting the industrial sectors against resources. Industrials outperformed resources significantly so far this year, with specific mention of the banking sector and major banks like Commonwealth Bank.US and Global Equities: Strong performance of large-cap US equities, with the MSCI World Index up by 17% in the first half of the year.Consumer Spending and Retail Sector:Concerns...
2024-06-2840 minWealth And Toil - An Australian Investment PodcastInvestment FactorsIn this episode of "Wealth and Toil," hosts Luke Laretive and Dylan Pargiter-Green discuss stock market investment factors including Quality, Growth, Value, Momentum and more.Quality as an Investment Factor:- Quality typically sustainable growth in earnings without excessive share issuance or debt. It often includes companies with strong balance sheets, efficient capital allocation, and stable earnings growth.- How quality is determined through financial metrics like return on equity (ROE) and debt-to-equity ratios, plus the practical application of these metrics in evaluating a company's financial health and investment potential....
2024-06-2136 minWealth And Toil - An Australian Investment PodcastTax & Super at EOFYIn this episode of "Wealth and Toil," hosts Luke Laretive and Dylan Pargiter-Green discuss EOFY strategies for maximising superannuation contributions to minimise tax liabilities, focusing on both concessional (pre-tax) and non-concessional (after-tax) contributions.Superannuation Contributions:Concessional Contributions- Strategies to utilise the full limit, including the "catch-up" provisions which allow individuals who haven’t fully utilised their cap in previous years to make additional contributions.Non-Concessional Contributions- After-tax contributions, which do not offer a tax deduction but can be beneficial for reducing taxes on retirement funds....
2024-06-0727 minSBS On the MoneySBS On the Money: Canada cuts interest rates, who is next?The Bank of Canada overnight became the first major global central bank to cut official interest rates this cycle. SBS Finance Editor Ricard Gonçalves speaks with Luke Laretive from Seneca Financial Solutions to find out who will be next and to go through the day's market action.
2024-06-0606 minEquity Mates Investing PodcastRen (tries to) solve the housing crisis, Pimp my Portfolio & the saga of Paramount GlobalHousing. It is the biggest conversation in Australia right now and is shaping up as a key battleground for Australia's next federal election. In this episode, we explore some data and consider whether it could be one step towards resolving the housing crisis. Here's what else we cover in today's episode:Luke Laretive returns for Pimp my PortfolioWe chat about this month's book club pick: Unscripted: The Epic Battle for a Media Empire and the Redstone Family LegacyDiscuss next month's book club pick: The Man Who Solved the Market: How Jim Simons Launched the Quant...
2024-05-2941 minThe Call from ausbizthe call: Tuesday 28 MayLuke Laretive from Seneca Financial Solutions and Mark Moreland from Teaminvest go in-depth and stock specific on ‘the call.’Reliance Worldwide (RWC)Webjet (WEB)Macquarie Technology (MAQ)Dimerix (DXB)Michael Hill International (MHJ)Imdex (IMD)Vista Group (VGL)Sandfire Resources (SFR)Vulcan Energy (VUL)Galan Lithium (GLN)Stock of the day: Boss Energy (BOE) Hosted on Acast. See acast.com/privacy for more information.
2024-05-2854 minWealth And Toil - An Australian Investment PodcastInvestment Trends - Strategies, Outlook, and InfluencesIn this episode of "Wealth and Toil," hosts Luke Laretive and Dylan Pargiter-Green talk about the trend toward responsible investing, the importance of understanding long term trends, and why it’s beneficial to maintain a positive outlook when investing. Investment Strategies - Achieving a balanced view on investments - Analysing risks and opportunities while being mindful of timing- The cyclical nature of markets and the benefit of taking a long-term approachLithium and Battery Technology Investments- The rise and fall of lithium-related stocks, in...
2024-05-2433 minWealth And Toil - An Australian Investment PodcastImmigration, Consumer Spending, and the Federal BudgetIn this episode of "Wealth and Toil," hosts Luke Laretive and Dylan Pargiter-Green discuss the federal budget, downturns in consumer spending, fears around investing in foreign markets, and the importance of understanding investments rather than following trends. Australian Federal Budget Overview- Stage three tax cuts implemented, with a reduction benefiting lower and middle-income earners- The indexation of HELP/HECS debt to wage increases instead of inflation- Small business support through instant asset write-offs for assets up to $20,000Immigration and Economic Impact...
2024-05-2426 minAustralian Investors Podcast5 "hidden" ASX small cap shares: XRF, PXA, GDC, AFG & EOLLuke Laretive and Ben Richards from Seneca Financial Solutions join Owen Rask on The Australian Investors Podcast to dive into 5 hidden ASX small cap shares:
XRF Scientific (ASX: XRF)
Pexa Group (ASX: PXA)
Global Data Centre Investment Fund (ASX: GDC)
Australian Finance Group Ltd (ASX: AFG)
Energy One Ltd (ASX: EOL)
Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZMVIDEO VERSION: https://www.youtube.com/watch?v=UzwIDd4s7Xg~~ Resources ~~Invest with Owen: https://bit...
2024-05-2143 minEquity Mates Investing PodcastWoolworths 4 day workweek, Pimp my Portfolio & small tech stocks are backThere's been a lot of media chatter about Australia's largest private employer (Woolworths) moving to a four-day workweek. But we take a look at the details of the proposal and it's not all its cracked up to be. Here's what else we cover in today's episode:The RBA met last week and chose to hold the cash rate at 4.35%The RBA's commentary gave some clues on where to next for interest rates Disney surprised the market by making a profit from Disney+ streaming service, but the stock still fell 8%More bad news from Boeing Luke...
2024-05-1236 minWealth And Toil - An Australian Investment PodcastEducational debt reformsIn this episode of "Wealth and Toil," hosts Luke Laretive and Dylan Pargiter-Green discuss various types of debts, focusing on educational debt and investment and property debt. Educational debt reforms- Indexing has shifted from being solely based on inflation to a choice between inflation and wage growth rates, which could potentially lower the annual increase in debt repayment amounts- The impact of high inflation rates on HECS-HELP debt- The significant increases in HECS-HELP debt repayment amounts due to an unusually high indexing rate of 7.1% last year
2024-05-1036 minSBS On the MoneySBS On the Money: Telco complaints rising and Perpetual to be broken upConsumers are complaining about 'bread and butter' telecommunications services, so Rhayna Bosch speaks with industry ombudsman Cynthia Gebert to find out more, plus SBS Finance Editor Ricardo Gonçalves speaks with Luke Laretive from Seneca Financial Solutions about the day on the sharemarket.
2024-05-0807 minWealth And Toil - An Australian Investment PodcastHave you been fooled by thematic ETFs?In this episode of Wealth & Toil, hosts Dylan Pargiter-Green and Luke Laretive discuss thematic ETFs.Read Luke's full article on Livewire - https://www.livewiremarkets.com/wires/have-you-been-fooled-by-thematic-etfsActual performance and value of thematic ETFs- Do thematic ETFs add long-term value to an investor's portfolio?Fees on thematic ETFs- definitely not free, fees higher than many believe- not far off an active fund manager's feesBehavioural Economics in Investing:- Emotional biases and the psychological impacts...
2024-05-0343 minEquity Mates Investing PodcastLessons on valuation, Pimp my portfolio & is the stock market predictable long term?Pick any 30 year period and the stock market becomes extremely predictable. For all of us that have grown up hearing about the risk and volatility of the stock market, that is a surprising thing to hear. But the data bears it out. In this episode we unpack that data across the Australian and US stock market. Here's what else we cover in today's episode:Luke Laretive joins us for another Pimp my PortfolioWhat we learned from The Little Book of Valuation by Aswath DamadoranResources discussed: Have a...
2024-05-0133 minWealth And Toil - An Australian Investment PodcastSmall Caps in a falling rate environmentIn this episode of Wealth & Toil, hosts Dylan Pargiter-Green and Luke Larative are joined by Ben Richards from Seneca to discuss small caps in the Australian market.- Overweighting small caps Overweighting small caps due to the nearing end of the interest rate cycle, expecting small caps to outperform in a falling rate environment.- Recent performance of small capsBen highlights the discounts small caps are trading at compared to long-term averages and the potential for better returns in small caps during bull markets....
2024-05-0135 minAustralian Investors PodcastBetter buy: Pro Medicus (PME), RPMGlobal (RUL), Webjet (WEB) & WiseTech (WTC)Luke Laretive from Seneca Financial Solutions joins Owen Rask on The Australian Investors Podcast to dive into 4 tech stocks: Pro Medicus (ASX: PME), WiseTech Global (ASX: WTC), Webjet (ASX: WEB) and RPMGlobal (ASX: RUL). Luke's article: https://www.raskmedia.com.au/2024/04/11/2-key-ingredients-for-finding-10-baggers-like-altium-alu-on-the-asx/Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM~~ Resources you'll love ~~
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2024-04-1741 minWealth And Toil - An Australian Investment PodcastLegacy Planning, Catchup Contributions, Transferring to an Allocated PensionIn this episode of "Wealth and Toil," hosts Luke Laretive and Dylan Pargiter-Green discuss;Current Market Update:Current market conditions, including specifics on China’s equity performance and the ASX 200.Investment Strategies for Retirement: The importance of diversifying investment portfolios beyond high-dividend blue-chip stocks and considering different asset classes for retirement planning.Behavioural Investing:We discuss the behavioural aspects of investing, particularly how emotional responses to market changes can impact investment decisions.Tax Strategies and Superannuation: Strategies for managing ta...
2024-04-1547 minEquity Mates Investing PodcastTikTok's worst financial advice, Pimp my Portfolio & the pros and cons of music royaltiesIn the past 5 years the market for music royalties has exploded. Some of the biggest artists from Bruce Springsteen to the Red Hot Chili Peppers, Justin Bieber to KISS have sold the rights to their music for hundreds of millions of dollars. This asset class has become more accessible for everyday investors with companies listed on the stock market. But just because we can invest in music royalties, doesn't mean we should. We unpack why in today's episode. Here's what else we cover:An update from small cap manager FairlightWe continue our...
2024-04-1038 minWealth And Toil - An Australian Investment PodcastBuilding a media company with Equity MatesHosts Luke Laretive and Dylan Pargiter-Green are joined by special guests Bryce and Alec from Equity Mates Key topics include:The Evolution of Financial Media- The transition from traditional financial advising to digital media and podcasting as tools for financial education.- The growth and challenges of managing a podcast as a business, including audience growth, content creation, and revenue models.- The role of podcasts in connecting professional financial insights with the general public, especially self-directed investors.Building Equity Mates over the...
2024-03-2946 minEquity Mates Investing PodcastSuper-for-Housing 🤮, Pimp my Portfolio 💰 & investing in India 🇮🇳The Federal opposition has proposed allowing Australians to access their superannuation to buy their first home. Good idea or bad idea? We unpack in today's episode. Here's what else you'll hearThe details behind the Australian opposition's proposed superannuation-for-housing policyWhy we think the policy isn't a great idea (but will probably still happen anyway)Pimp my portfolio returns as Luke Laretive reviews Bjorn's portfolioWe answer a question about how Ren invests in IndiaResources discussed: Pick up tickets for our upcoming live show: Ask an AdvisorWant to speak to Luke o...
2024-03-2739 minThe Call from ausbizthe call: Monday 25 MarchLuke Laretive from Seneca Financial Solutions and Shawn Hickman from Market Matters go in-depth and stock specific on ‘the call.’GQG Partners (GQG)Pexa (PXA)Reliance Worldwide (RWC)Sayona (SYA)Imdex (IMD)Orora (ORA)Global Data Centre Group (GDC)Lendlease (LLC)ANZ Bank (ANZ)Corporate Travel Mgmt (CTD)Stock of the day: Mcgrath (MEA) Hosted on Acast. See acast.com/privacy for more information.
2024-03-2552 minWealth And Toil - An Australian Investment PodcastRetirement Planning - Myths, Fears & StrategiesIn today's episode, Luke Laretive and Dylan Pargiter-Green covers a range of financial strategies, investment tips, and insights into superannuation, with a focus retirement planning. Market Update: The current state of financial markets, including the performance of ASX200, BHP, and sectors like resources and industrials. We discuss the stability provided by the Reserve Bank of Australia's decision to maintain interest rates, which has positively impacted market confidence. Japan's market continues to perform strongly.Retirement Planning Focus: Debunking myths about retirement age and emphasising the significance of financial planning in...
2024-03-2233 minWealth And Toil - An Australian Investment PodcastSuperannuation & Financial Planning for WomenLuke Laretive and Dylan Pargiter-Green covers a range of financial strategies, investment tips, and insights into superannuation, with a particular focus on how it impacts women and families. We zero in on strategies to boost superannuation before retirement, as well as the unique challenges faced by women in 2024 regarding superannuation, family planning, and the impact of the gender pay gap.Gender Pay Gap and Financial Planning for Women- the gender pay gap report in Australia, emphasising its implications for financial planning, especially for women. - How women balancing...
2024-03-1533 minWealth And Toil - An Australian Investment PodcastHow to select a fund managerIn this episode of "Wealth and Toil," hosts Luke Laretive and Dylan Pargiter-Green discuss the importance of asset allocation in investment portfolios, particularly focusing on international equities. Asset allocation is crucial for balancing risk and return according to an investor's profile and goals. Key points include:Discussion on Asset Allocation:- Asset allocation involves diversifying investments across various asset classes to manage risk and potential returns.- The discussion differentiates between growth (equities, listed property) and defensive assets (bonds), emphasising the role of asset allocation in achieving long-term financial...
2024-03-1141 minSBS On the MoneySBS On the Money: Australia's economy crawls as gold hits record highAustralia looks to have avoided a technical recession, with its economy expanding by 0.2% in the December quarter. SBS Finance Editor Ricardo Gonçalves speaks with St George Economist Pat Bustamante for more, including why it may still feel like a recession for some people; plus the day on the markets with Luke Laretive from Seneca Financial Solutions including gold's new record.
2024-03-0613 minAustralian Investors PodcastBetter Buy: ResMed (ASX:RMD) or Cochlear (ASX:COH)On this Australian Investors Podcast, Owen Rask speaks with Seneca Financial Solutions' Luke Laretive about two market-thumping stocks: ResMed Inc (ASX: RMD) and Cochlear Ltd (ASX: COH).What stock would you pick? And why? Let us know on Twitter: https://twitter.com/owenraskWatch the video: https://www.youtube.com/watch?v=rsLIydx5ukQFree portfolio review: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage...
2024-03-0546 minWealth And Toil - An Australian Investment PodcastActive vs Passive InvestingOn today's episode, hosts Luke Laretive and Dylan Pargiter Green discuss active vs passive investing with special guest Daniel Palmer. Key points include;The value of active management, especially during market downturns.A debate on active vs. passive investment strategies and common misconceptions.Insights on market trends, with a focus on NVIDIA's growth and AI investment implications.Analysis of the Australian stock market, global indices, and the Chinese economy's potential.Discussion on aligning investments with clients' goals, risk tolerance, and investment horizons.Myths around active management and the importance of long-term investment perspectives.The significance...
2024-02-2836 minWealth And Toil - An Australian Investment PodcastProperty Stocks ASX:GMG, CHC, DXS, PXA, AFGIn this episode of "Wealth and Toil," hosts Luke Laretive and Dylan Pargiter-Green, along with guest Ben Richards from Seneca Financial Solutions, discuss financial strategies with a focus on property investments. They explore alternatives to direct property ownership, such as Real Estate Investment Trusts (REITs), property technology platforms, and financial services in the property sector, highlighting opportunities for investors with various levels of capital.Key investment opportunities discussed include:Goodman Group (GMG): An industrial property group benefiting from e-commerce, praised for its strategic locations and founder-led approach.Charter Hall Group...
2024-02-2248 minWealth And Toil - An Australian Investment PodcastHow we saved this client $660,000 and 11 years off their mortgageIn today's episode of Weath & Toil with Dylan Pargiter-Green and Luke Laretive, we review a recent client success story, saving them $660,000 and 11 years off their mortgage.Key topics include;Tax Considerations and Legislative Changes: An update on recent tax cuts and how these may impact financial strategies and client advice in the future.Market Update: An analysis of the ASX200's performance, including sector performance with a focus on industrials vs. resources, and investment opportunities in light of global economic trends, inflation, and the performance of small caps....
2024-02-2243 minWealth And Toil - An Australian Investment PodcastPersonal Finance 101The bare bone basics of building wealth with Australian financial and investment advisers Dylan Pargiter-Green & Luke LaretiveSet a clear objective From creating a legacy, a nest egg for the kids, managing a transition of wealth to prepare for retirement etc, having a goal that is not tied to just more money helps create a risk profile, stay the course and get back on track when getting waylaid.Creating a surplusLiquid assets for emergenciesRegular surplus of incomeProtecting against the unlucky
2024-02-1622 minWealth And Toil - An Australian Investment PodcastIntroductionsWelcome to Wealth And Toil - An Australian Investment PodcastHosted by Australian financial and investment advisers, Dylan Pargiter-Green & Luke Laretive, Wealth & Toil helps Australians navigate the global financial markets, optimise their finances, and strategise to get the most out of their businesses. We'll share some of our client's case studies, investment tips and a few of the lessons we've learned running financial advice and investment management companies.General Advice Warning: This podcast is intended and contains general information on financial strategies, investments, and products only. Whilst Luke and Dylan are both licenced...
2024-02-1602 minSBS On the MoneyWhat's keeping executives up at night?Corporate Australia will likely spend more on technology this year, with cyber risks the top challenge for executives identified in a KPMG survey. SBS Finance Editor Ricardo Gonçalves speaks with the firm's Brendan Rynne to find out more; plus why super funds saw above average returns in 2023 with Kirby Rippell from SuperRatings; we explore the pull-back on the Australian sharemarket with Luke Laretive from Seneca Financial Solutions.
2024-01-0312 minEquity Mates Investing PodcastAsk an Adviser: Luke Laretive - Choosing a fund manager & making money in Aussie large capsLuke Laretive is the co-founder of Seneca Financial Solutions, where he advises some of Australia’s most successful families, professionals and business owners. At Seneca, Luke is the portfolio manager for the Seneca Australian Shares SMA and Australian Small Companies Fund. The Live Wire article that Luke mentioned can be found here: https://www.livewiremarkets.com/wires/how-to-properly-compare-australian-fund-managers If you want to go beyond the podcast and learn more, check out our accompanying email.Buy a copy of Don’t Stress, Just Invest for your loved ones this Christmas. Click here.
2023-11-2940 minSBS On the MoneySBS On the Money: What does the latest Optus outage say about Australia's telecommunications infrastructure?SBS Finance Editor Ricardo Gonçalves speaks with telecommunications analyst Paul Budde to find out what needs to be done to improve the nation's infrastructure as Optus' systems go down impacting around 10 million people, plus the latest on the sharemarket with Luke Laretive from Seneca Financial Solutions.
2023-11-0811 minSBS On the MoneySBS On the Money: Living standards decline as GDP per capita in recessionAustralian GDP rose 0.4% in the June quarter to be at 2.1% for the year, but GDP per capita contracted for a second consecutive quarter. SBS Finance Editor Ricardo Gonçalves speaks with ANZ's Head of Australian Economics Adam Boyton + the day on the market with Luke Laretive from Seneca Financial Solutions
2023-09-0610 minAustralian Investors PodcastMultibaggers: how to find them on the ASXLuke Laretive and Owen Rask go head-to-head in the search for multibaggers on the ASX, with some shocking stats. Luke and Owen go head to head on their top 3 factors to use to search the ASX for big winning stocks, before drilling to some the biggest and best performers on the ASX. If you like listening to this episode, you'll LOVE the video version. WATCH it here: https://www.youtube.com/watch?v=NLh3xvepqBEEpisode resources
Seneca website
Luke's free articles on Rask Media
Rask Events Roadshow: https://www.r...
2023-09-0643 minAustralian Investors PodcastAre dividend ETFs a rip off? Here's the #1 thing you must focus onLuke Laretive is an investment adviser and long-time friend of the show. He joins Owen Rask for a proper discussion of why he has a love-hate relationship with the investment industry's insatiable focus on yield. So what's the #1 thing to focus on? All investors should remember to focus on total return (income + growth).Episode resources
Seneca website
Luke's free articles on Rask Media
Rask Events Roadshow: https://www.rask.com.au/road
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2023-08-1632 minSBS On the MoneySBS On the Money: ASX falls to a three month low so what does it mean for super?The Australian sharemarket closed at at three month low as investors worried about a resilient US economy which may see global interest rates rise higher for longer. SBS Finance Editor Ricardo Gonçalves speaks with Luke Laretive from Seneca Financial Solutions for more; plus the outlook for superannuation with Kirby Rappel from SuperRatings.
2023-07-0709 minAustralian Investors Podcast2 undervalued ASX mid-caps no-one else is talking about: AUB & AFGOwen Rask is joined by Luke Laretive, founder of Seneca Financial Solutions, but this time Luke is talking about ASX mid-cap stocks Australian Finance Group Ltd (ASX: AFG) and insurance broker AUB Group (ASX: AUB).Please note: guests appearing on this show, or their clients, may hold a financial interest in some of the companies mentioned. This podcast was recorded in early March 2023, so again, please don't rely on the information. It's my -- Owen here -- hope that you can enjoy the substance and ideas discussed in their episode to help you analyse your...
2023-04-1031 minAustralian Investors PodcastAre coal stocks dead in 2023? Seneca's Luke Laretive on coal types and the outlook for energy pricesAre coal stocks like Whitehaven Coal Ltd (ASX: WHC), Yancoal (ASX: YAL) and New Hope Coal (ASX: NHC) safe? Luke Laretive is the founder of Seneca and a long-time coal mining expert. He joins Owen Rask on the Australian Investors Podcast for a deep dive into:
The difference between thermal and hard-coking coal
Extraction methods and costs
Futures prices for energy
Which stocks are attractive (and which aren't!)
The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is pleased to feature this podcast with Luke from Seneca. ...
2023-03-2028 minSBS On the MoneySBS On the Money: Is a pause in interest rate rises near?The Reserve Bank says it is getting closer to a point where it may pause lifting interest rates should data warrant it. Hear what Governor Philip Lowe had to say about it, as SBS Finance Editor Ricardo Gonçalves speaks with Luke Laretive from Seneca Financial Solutions on the market reaction.
2023-03-0807 minSBS On the MoneySBS On the Money: Inflation returns to a 32-year highInflation, job vacancies and record retail sales point to more rate hikes to come. The November CPI Indicator returned to 7.3 per cent annually, and when combined with another record retail sales result and high job vacancies report, also released today, they give the RBA scope to continue lifting official interest rates. SBS Finance Editor Ricardo Gonçalves speaks with Harry Murphy Cruise from Moody's Analytics for more; plus the day on the markets with Luke Laretive from Seneca Financial Solutions.
2023-01-1111 minSBS On the MoneySBS On the Money: Has inflation in Australia peaked?A new measure of inflation suggest consumer prices have eased, but SBS Finance Editor Ricardo Gonçalves speaks with CBA Chief Economist Stephen Halmarick to find ot why they're likely to continue to rise; plus Luke Laretive from Seneca Financial Solutions on the day on the markets.
2022-11-3008 minAustralian Investors PodcastThe best lithium stock? Vulcan, LKE, CXO, Pilbara & Luke Laretive's 3 high conviction share ideasASX lithium shares are all the rage in 2022, but do lithium shares have what it takes to succeed?Luke Laretive is the founder and CEO of Seneca Financial Solutions in Melbourne, and he has a background in investment research and mining -- making him the perfect guest on The Australian Investors Podcast to talk about lithium shares like Lake Resources Ltd (ASX: LKE), Core Lithium Ltd (ASX: CXO), Pilbara Minerals Ltd (ASX: PLS) and Vulcan Energy Resources Ltd (ASX: VUL).SHOW NOTES & VIDEO VERSIONJoin Selfwealth and get 5 free ASX trades!...
2022-11-071h 04