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Showing episodes and shows of
Philip Muscatello
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Stocks for Beginners
Why Ferrari Keeps Winning the RACE: Scarcity, Luxury & $50M Cars
Ferrari isn’t just a car company - it’s one of the most successful luxury goods businesses on the planet. Since listing in 2015, Ferrari’s stock (RACE) has risen more than 640%, outperforming gold, Tesla, and almost every major index. In this episode John Connolly joins me to unpack the economics behind the prancing horse.Episode Blog Post: https://www.sharesforbeginners.com/blog/ferrari-race📈 CHECK OUT THESE INVESTING TOOLS: 🌎 Level up your investing with Sharesight, Investopedia’s #1 portfolio tracker for DIY investors. Click here to save 4 months on an annual paid plan🌎 Li...
2026-03-24
38 min
Shares for Beginners
Why Ferrari Keeps Winning the RACE: Scarcity, Luxury & $50M Cars
Ferrari isn’t just a car company - it’s one of the most successful luxury goods businesses on the planet. Since listing in 2015, Ferrari’s stock (RACE) has risen more than 640%, outperforming gold, Tesla, and almost every major index. In this episode John Connolly joins me to unpack the economics behind the prancing horse.Episode Blog Post: https://www.sharesforbeginners.com/blog/ferrari-race📈 CHECK OUT THESE INVESTING TOOLS: 🌎 Level up your investing with Sharesight, Investopedia’s #1 portfolio tracker for DIY investors. Click here to save 4 months on an annual paid plan🌎 Li...
2026-03-24
39 min
Stocks for Beginners
GeoPark (GPRK): Takeover Tension, Activist Pressure & a Billionaire White Knight
Discover how to spot undervalued stocks like GeoPark (NYSE:GPRK using the proven QAV (Quality at Value) methodology from Tony Kynaston – a systematic, checklist-driven approach inspired by Warren Buffett and Charlie Munger to beat the market. In this Weekend Watchlist episode, Cameron from QAV America joins me to unpack GeoPark (GPRK) — a Latin American oil and gas producer navigating one of the most complex strategic environments we’ve seen in a while.Discover how to pick winning stocks and beat the S&P 500 with Tony Kynaston's proven QAV (Quality at Value) investing methodology.It's a...
2026-03-21
25 min
Shares for Beginners
GeoPark (GPRK): Takeover Tension, Activist Pressure & a Billionaire White Knight
Discover how to spot undervalued stocks like GeoPark (NYSE:GPRK using the proven QAV (Quality at Value) methodology from Tony Kynaston – a systematic, checklist-driven approach inspired by Warren Buffett and Charlie Munger to beat the market. In this Weekend Watchlist episode, Cameron from QAV America joins me to unpack GeoPark (GPRK) — a Latin American oil and gas producer navigating one of the most complex strategic environments we’ve seen in a while.Discover how to pick winning stocks and beat the S&P 500 with Tony Kynaston's proven QAV (Quality at Value) investing methodology.It's a...
2026-03-21
25 min
Shares for Beginners
Understanding 4 Big ASX Companies - What Beginners Should Know
Morningstar strategist Lochlan Halloway joins me to break down four major ASX companies, Woolworths, WiseTech, Ansell and Technology One, in a simple beginner‑friendly way. We explore what these businesses actually do, why their share prices move, and how to think long‑term when the headlines get noisy.Episode Blog Post: https://www.sharesforbeginners.com/blog/halloway-morningstar📈 CHECK OUT THESE INVESTING TOOLS: 🌎 Level up your investing with Sharesight, Investopedia’s #1 portfolio tracker for DIY investors. Click here to save 4 months on an annual paid plan🌎 Life Sherpa Invest helps beginners start...
2026-03-17
32 min
Stocks for Beginners
Lockheed Martin (LMT): Momentum, Morality & the Tykr Score
Shares for Beginners and Tykr proudly present "Weekend Watchlist". We dissect a company using Tykr's risk rating and fair value analysis process. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Get your free trial and special discount offer. Join Tykr today and take advantage of this special offer of 30% off with coupon code SAVE30. See for yourself why Tykr is the essential tool for every serious DIY share investor. 14-day free trial included, then a no-quibble 30-day money back guarantee: Get your free trial and special discount offer....
2026-03-13
17 min
Shares for Beginners
Lockheed Martin (LMT): Momentum, Morality & the Tykr Score
Shares for Beginners and Tykr proudly present "Weekend Watchlist". We dissect a company using Tykr's risk rating and fair value analysis process. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Get your free trial and special discount offer. Join Tykr today and take advantage of this special offer of 30% off with coupon code SAVE30. See for yourself why Tykr is the essential tool for every serious DIY share investor. 14-day free trial included, then a no-quibble 30-day money back guarantee: Get your free trial and special discount offer....
2026-03-13
17 min
Stocks for Beginners
Clem Chambers on War, AI Energy & $300 Oil
Clem Chambers returns to break down a turbulent moment in global markets - from oil shocks and copper demand to crypto weakness and the sudden attractiveness of UK stocks to US buyers. A fast, wide‑ranging conversation full of frameworks beginners can use.We explore:Why Clem sold his gold and silverWhy copper is his next major themeHow AI is driving an energy crunchWhy oil could reach $300Episode Blog Post: https://www.sharesforbeginners.com/blog/clem-chambers-war📈 CHECK OUT THESE INVESTING TOOLS: 🌎 Level up your investing...
2026-03-10
42 min
Shares for Beginners
Clem Chambers on War, AI Energy & $300 Oil
Clem Chambers returns to break down a turbulent moment in global markets - from oil shocks and copper demand to crypto weakness and the sudden attractiveness of UK stocks to US buyers. A fast, wide‑ranging conversation full of frameworks beginners can use.We explore:Why Clem sold his gold and silverWhy copper is his next major themeHow AI is driving an energy crunchWhy oil could reach $300Episode Blog Post: https://www.sharesforbeginners.com/blog/clem-chambers-war📈 CHECK OUT THESE INVESTING TOOLS: 🌎 Level up your investing...
2026-03-10
42 min
Shares for Beginners
Nabors Industries (NBR): Cheap Cashflow or Cyclical Trap?
Discover how to spot undervalued stocks like Nabors Industries NYQ:NRB using the proven QAV (Quality at Value) methodology from Tony Kynaston – a systematic, checklist-driven approach inspired by Warren Buffett and Charlie Munger to beat the market. Today on the Weekend Watchlist we’re looking at Nabors Industries (NYQ: NBR), one of the world’s largest land‑based drilling contractors. It’s a classic QAV‑style business: cyclical, capital‑intensive, shaped by oil prices — and currently screening very cheaply on cashflow and book value.Discover how to pick winning stocks and beat the S&P 500 with Tony Kynaston's...
2026-03-06
23 min
Stocks for Beginners
Nabors Industries (NBR): Cheap Cashflow or Cyclical Trap?
Discover how to spot undervalued stocks like Nabors Industries NYQ:NRB using the proven QAV (Quality at Value) methodology from Tony Kynaston – a systematic, checklist-driven approach inspired by Warren Buffett and Charlie Munger to beat the market. Today on the Weekend Watchlist we’re looking at Nabors Industries (NYQ: NBR), one of the world’s largest land‑based drilling contractors. It’s a classic QAV‑style business: cyclical, capital‑intensive, shaped by oil prices — and currently screening very cheaply on cashflow and book value.Discover how to pick winning stocks and beat the S&P 500 with Tony Kynaston's...
2026-03-06
23 min
Stocks for Beginners
The AI Compute Shift: Why Inference Could Change Everything for Nvidia, Intel & AMD
Dive into the heart of the AI revolution with Gary Brode from Deep Knowledge Investing. In this episode, we unravel the complex world of the semiconductors that power AI. Nvidia's GPU dominance to ARM-based innovations, Intel and AMD's CPU roles, and the massive energy demands of data centres. Learn about key deals like Nvidia-Meta's collaboration, investment risks in hyperscalers, and opportunities in nuclear energy and uranium. Perfect for investors navigating the AI boom.📈 Gary Brode has spent three decades managing money in the hedge fund world. Now, through Deep Knowledge Investing, he shares the same level of...
2026-03-04
47 min
Shares for Beginners
The AI Compute Shift: Why Inference Could Change Everything for Nvidia, Intel & AMD
Dive into the heart of the AI revolution with Gary Brode from Deep Knowledge Investing. In this episode, we unravel the complex world of the semiconductors that power AI. Nvidia's GPU dominance to ARM-based innovations, Intel and AMD's CPU roles, and the massive energy demands of data centres. Learn about key deals like Nvidia-Meta's collaboration, investment risks in hyperscalers, and opportunities in nuclear energy and uranium. Perfect for investors navigating the AI boom.📈 Gary Brode has spent three decades managing money in the hedge fund world. Now, through Deep Knowledge Investing, he shares the same level of...
2026-03-04
47 min
Shares for Beginners
Inside GDX: What TYKR Reveals About Gold Miners and ETFs
Shares for Beginners and Tykr proudly present "Weekend Watchlist". We dissect a company using Tykr's risk rating and fair value analysis process. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Get your free trial and special discount offer. Join Tykr today and take advantage of this special offer of 30% off with coupon code SAVE30. See for yourself why Tykr is the essential tool for every serious DIY share investor. 14-day free trial included, then a no-quibble 30-day money back guarantee: Get your free trial and special discount offer.
2026-02-27
18 min
Stocks for Beginners
Inside GDX: What TYKR Reveals About Gold Miners and ETFs
Shares for Beginners and Tykr proudly present "Weekend Watchlist". We dissect a company using Tykr's risk rating and fair value analysis process. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Get your free trial and special discount offer. Join Tykr today and take advantage of this special offer of 30% off with coupon code SAVE30. See for yourself why Tykr is the essential tool for every serious DIY share investor. 14-day free trial included, then a no-quibble 30-day money back guarantee: Get your free trial and special discount offer.
2026-02-27
18 min
Shares for Beginners
Inside Argo and AUB: Valuation and the Decisions That Shape Shareholder Returns
My guest this week is Nathan Bartrop, a corporate governance specialist, company secretary, and returning friend of the podcast. Nathan lives and breathes governance, and in this episode, we use two real ASX‑listed companies Argo and AUB Group to show beginners how governance, incentives, valuation, and management quality play out in the real world.Episode Blog Post: https://www.sharesforbeginners.com/blog/argo-aub📈 CHECK OUT THESE INVESTING TOOLS: 🌎 Level up your investing with Sharesight, Investopedia’s #1 portfolio tracker for DIY investors. Click here to save 4 months on an annual paid plan...
2026-02-24
42 min
Stocks for Beginners
SHG: Cheap, Controversial, and Worth a Look
Discover how to spot undervalued stocks like Shinhan Financial Group NYSE:SHG using the proven QAV (Quality at Value) methodology from Tony Kynaston – a systematic, checklist-driven approach inspired by Warren Buffett and Charlie Munger to beat the market. In this Weekend Watchlist episode, We unpack Shinhan Financial Group (SHG), a deep‑value Korean bank with a messy story and a cheap valuation. 🇰🇷🏦Discover how to pick winning stocks and beat the S&P 500 with Tony Kynaston's proven QAV (Quality at Value) investing methodology.It's a systematic checklist for identifying undervalued quality companies, timing buys and sell...
2026-02-20
23 min
Shares for Beginners
SHG: Cheap, Controversial, and Worth a Look
Discover how to spot undervalued stocks like Shinhan Financial Group NYSE:SHG using the proven QAV (Quality at Value) methodology from Tony Kynaston – a systematic, checklist-driven approach inspired by Warren Buffett and Charlie Munger to beat the market. In this Weekend Watchlist episode, We unpack Shinhan Financial Group (SHG), a deep‑value Korean bank with a messy story and a cheap valuation. 🇰🇷🏦Discover how to pick winning stocks and beat the S&P 500 with Tony Kynaston's proven QAV (Quality at Value) investing methodology.It's a systematic checklist for identifying undervalued quality companies, timing buys and sell...
2026-02-20
24 min
Shares for Beginners
Gold, Silver, Lithium & Uranium: Resource Stocks for 2026 | Richard Hemming UTTR
I’m joined by Richard Hemming, founder from Under The Radar Report for a deep dive into the resource stocks shaping 2026 — including gold, silver, copper, lithium and uranium. We're helping beginners understand investing through real stories and real companies.We unpack why you shouldn’t fear the resource sector, how to size positions, and what separates high‑quality miners from speculative punts. Richard shares insights into companies such as Evolution Mining, Northern Star, Romelius, Pantoro, Sun Silver, South32, Capstone Copper, Pilbara Minerals, Liontown, Paladin Energy, Sillex Systems, and more.What you’ll learn: • Wh...
2026-02-18
39 min
Stocks for Beginners
Adobe Stock Pick: Buy, Sell or Watch? Tykr's Method vs AI Threats
Stocks for Beginners and Tykr proudly present "Weekend Watchlist". We dissect a company using Tykr's risk rating and fair value analysis process. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Get your free trial and special discount offer. Join Tykr today and take advantage of this special offer of 30% off with coupon code SAVE30. See for yourself why Tykr is the essential tool for every serious DIY share investor. 14-day free trial included, then a no-quibble 30-day money back guarantee: Get your free trial and special discount offer.
2026-02-13
22 min
Shares for Beginners
Adobe Stock Pick: Buy, Sell or Watch? Tykr's Method vs AI Threats
Shares for Beginners and Tykr proudly present "Weekend Watchlist". We dissect a company using Tykr's risk rating and fair value analysis process. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Get your free trial and special discount offer. Join Tykr today and take advantage of this special offer of 30% off with coupon code SAVE30. See for yourself why Tykr is the essential tool for every serious DIY share investor. 14-day free trial included, then a no-quibble 30-day money back guarantee: Get your free trial and special discount offer.
2026-02-13
22 min
Stocks for Beginners
This Signal Predicts Crashes Before They Happen – Vincent Randazzo | ViewRight Advisors
My guest this week is Vincent Randazzo, founder of ViewRight Advisors and creator of the Defender Program. Vincent draws on over a century of market data to help investors manage risk in volatile markets. He empowers beginners and advisors to protect portfolios while capturing growth, without timing every move. Vincent entered the industry in 2002, right into a bear market. This shaped his views on real markets versus textbook averages. He built Defender as a rules-based system that adjusts stock exposure based on market conditions. It examines signs of strength or weakness and dials exposure up or down. In healthy...
2026-02-11
39 min
Shares for Beginners
This Signal Predicts Crashes Before They Happen – Vincent Randazzo | ViewRight Advisors
My guest this week is Vincent Randazzo, founder of ViewRight Advisors and creator of the Defender Program. Vincent draws on over a century of market data to help investors manage risk in volatile markets. He empowers beginners and advisors to protect portfolios while capturing growth, without timing every move. Vincent entered the industry in 2002, right into a bear market. This shaped his views on real markets versus textbook averages. He built Defender as a rules-based system that adjusts stock exposure based on market conditions. It examines signs of strength or weakness and dials exposure up or down. In healthy...
2026-02-11
40 min
Shares for Beginners
Ecopetrol (EC): High-Yield Oil Stock with QAV Buy Signal?
Discover how to spot undervalued stocks like Ecopetrol S.A. (NYSE: EC) using the proven QAV (Quality at Value) methodology from Tony Kynaston – a systematic, checklist-driven approach inspired by Warren Buffett and Charlie Munger to beat the market. In this Weekend Watchlist episode, Cameron from QAV dives deep into Ecopetrol (EC): Colombia's largest integrated oil & gas company (government-owned ~88%), with a virtual monopoly on pipelines, massive refining ops, and a recent push into energy transmission via ISA acquisition.Discover how to pick winning stocks and beat the S&P 500 with Tony Kynaston's proven QAV (Quality at Value) in...
2026-02-06
20 min
Stocks for Beginners
Ecopetrol (EC): High-Yield Oil Stock with QAV Buy Signal?
Discover how to spot undervalued stocks like Ecopetrol S.A. (NYSE: EC) using the proven QAV (Quality at Value) methodology from Tony Kynaston – a systematic, checklist-driven approach inspired by Warren Buffett and Charlie Munger to beat the market. In this Weekend Watchlist episode, Cameron from QAV dives deep into Ecopetrol (EC): Colombia's largest integrated oil & gas company (government-owned ~88%), with a virtual monopoly on pipelines, massive refining ops, and a recent push into energy transmission via ISA acquisition.Discover how to pick winning stocks and beat the S&P 500 with Tony Kynaston's proven QAV (Quality at Value) in...
2026-02-06
20 min
Shares for Beginners
Gold’s Rise: Should You Buy Miners or ETFs? Vince Scully Explains
Join me and Vince Scully from Life Sherpa as we explore gold's surge in 2026 and its role in smoothing portfolio returns. Discover why de-dollarization, not currency debasement, drives gold prices, and learn the best ways to invest: from physical-backed ETFs like GOLD and GXLD to avoiding miners for true hedging. We cover silver's industrial boom, portfolio allocation strategies, and Australia's commodity edge in potential super cycles. Perfect for beginners seeking defensive assets amid market volatility.Episode Blog Post: https://www.sharesforbeginners.com/blog/life-sherpa-gold📈 CHECK OUT THESE INVESTING TOOLS: 🌎 Level up your in...
2026-02-03
36 min
Stocks for Beginners
Nuclear Hype or Real Stock Pick? NuScale Power (SMR): Tykr Verdict – Buy, Watch or Pass?
Stocks for Beginners and Tykr proudly present "Weekend Watchlist". We dissect a company using Tykr's risk rating and fair value analysis process. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Get your free trial and special discount offer. Join Tykr today and take advantage of this special offer of 30% off with coupon code SAVE30. See for yourself why Tykr is the essential tool for every serious DIY share investor. 14-day free trial included, then a no-quibble 30-day money back guarantee: Get your free trial and special discount offer.
2026-01-30
16 min
Shares for Beginners
Nuclear Hype or Real Stock Pick? NuScale Power (SMR): Tykr Verdict – Buy, Watch or Pass?
Shares for Beginners and Tykr proudly present "Weekend Watchlist". We dissect a company using Tykr's risk rating and fair value analysis process. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Get your free trial and special discount offer. Join Tykr today and take advantage of this special offer of 30% off with coupon code SAVE30. See for yourself why Tykr is the essential tool for every serious DIY share investor. 14-day free trial included, then a no-quibble 30-day money back guarantee: Get your free trial and special discount offer.
2026-01-30
16 min
Shares for Beginners
Beginners Guide: How to Invest in Australian Biotech Stocks 2025-2026
My guest this week is Jason Segal, the Armchair Analyst. Jason covers the biotech and small-cap stock sector. Jason defines the "bet" for each company: how investors make money at the current price, plus the risks. The U.S. market dominates due to FDA approvals and high drug sales. Companies license rights elsewhere but hold U.S. rights for big payoffs. Episode Blog Post: https://www.sharesforbeginners.com/blog/armchair-analyst📈 CHECK OUT THESE INVESTING TOOLS: 🌎 Level up your investing with Sharesight, Investopedia’s #1 portfolio tracker for DIY investors. Click here to save 4 mo...
2026-01-27
40 min
Stocks for Beginners
Stock Picking: Beat the Market with Value Investing | Tony Kynaston - QAV
Discover how to pick winning stocks and beat the S&P 500 with Tony Kynaston's proven QAV (Quality at Value) investing methodology. In this episode Tony shares his 30+ years of experience, drawing from the investment strategies of Warren Buffett, Charlie Munger, and Benjamin Graham.It's a systematic checklist for identifying undervalued quality companies, timing buys and sells with a "three-point trend line" and avoiding market noise. QAV America has delivered 64% returns since September 2023 vs. the S&P 500's 54%, perfect for beginners and pros seeking long-term compounding.Learn about the checklist manifesto, operating cash flow fo...
2026-01-25
37 min
Shares for Beginners
CEO Thomas Lamb: Nuclear's Comeback and the Stocks to Watch | Myriad Uranium Corp.
My guest this week is Thomas Lamb, CEO of Myriad Uranium Corporation. Thomas brings a unique background to the table—he started in classics and law before diving into mining. We discussed his journey from building a gold producer in Mexico to leading uranium projects in the US after a pivot from Niger due to a military coup.Thomas explained the uranium sector's dynamics. The world produces about 160 million pounds annually but consumes 200 million, with stockpiles dwindling. This drives prices from $30 to $75 per pound. Kazakhstan leads production at 43%, while the US consumes 50 million pounds but produces under 1 mi...
2026-01-20
37 min
Stocks for Beginners
CEO Thomas Lamb: Nuclear's Comeback and the Stocks to Watch | Myriad Uranium Corp.
My guest this week is Thomas Lamb, CEO of Myriad Uranium Corporation. Thomas brings a unique background to the table—he started in classics and law before diving into mining. We discussed his journey from building a gold producer in Mexico to leading uranium projects in the US after a pivot from Niger due to a military coup.Thomas explained the uranium sector's dynamics. The world produces about 160 million pounds annually but consumes 200 million, with stockpiles dwindling. This drives prices from $30 to $75 per pound. Kazakhstan leads production at 43%, while the US consumes 50 million pounds but produces under 1 mi...
2026-01-20
37 min
Shares for Beginners
Weekend Watchlist - IREN Ltd | NASDAQ:IREN
Shares for Beginners and Tykr proudly present "Weekend Watchlist". We dissect a company using Tykr's risk rating and fair value analysis process. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Get your free trial and special discount offer. Join Tykr today and take advantage of this special offer of 30% off with coupon code SAVE30. See for yourself why Tykr is the essential tool for every serious DIY share investor. 14-day free trial included, then a no-quibble 30-day money back guarantee: Get your free trial and special discount offer....
2026-01-16
16 min
Stocks for Beginners
Weekend Watchlist - IREN Ltd | NASDAQ:IREN
Stocks for Beginners and Tykr proudly present "Weekend Watchlist". We dissect a company using Tykr's risk rating and fair value analysis process. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Get your free trial and special discount offer. Join Tykr today and take advantage of this special offer of 30% off with coupon code SAVE30. See for yourself why Tykr is the essential tool for every serious DIY share investor. 14-day free trial included, then a no-quibble 30-day money back guarantee: Get your free trial and special discount offer....
2026-01-16
16 min
Shares for Beginners
Summer Repeat - Build Wealth on a Budget: Low-Cost ETFs That Outperform
Today, we're revisiting a classic episode with evergreen wisdom on building a solid investment foundation. It's my conversation with the late Graham Hand, founder and editor of Firstlinks—now part of Morningstar Australia. Sadly, Graham is no longer with us, but his decades of experience from institutions like Colonial First State and the Commonwealth Bank offer timeless insights that remain relevant today.Episode Blog Post: https://www.sharesforbeginners.com/blog/firstlinks📈 CHECK OUT THESE INVESTING TOOLS: 🌎 Level up your investing with Sharesight, Investopedia’s #1 portfolio tracker for DIY investors. Click here...
2026-01-12
33 min
Stocks for Beginners
Tune Out Noise, Tune In Profits: Dimensional's Investing Edge - Nathan Krieger | Dimensional Data
My guest this week is Nathan Krieger, head of Dimensional Fund Advisors' global client group in Australia. We discuss the documentary "Tune Out the Noise," directed by Academy Award winner Errol Morris. The film highlights revolutionary ideas from 1960s University of Chicago academics that challenged Wall Street norms and led to index funds and efficient market theory.Blog post available at: https://www.sharesforbeginners.com/blog/tune-out-the-noiseWatch on YouTube right here.📈 CHECK OUT THESE INVESTING TOOLS: 🌎 Level up your investing with Sharesight, Investopedia’s #1 portfolio tracker for DIY i...
2025-12-15
42 min
Stocks for Beginners
Chris Panagiotu - CAPitalize your finances | Buffett is not god
My guest in this episode is Christopher A. Panagiotu the author of CAPitalize Your Finances: The How-To Financial Framework That Takes You from Compoundingly Clueless to Monetarily Magnificent. It was recorded on the day of Warren Buffett's 93rd birthday and Chris shared some of his thoughts on the Oracle of Omaha.Warren Buffett said something like this: "I became a better investor because I run a business, and I run a better business because I'm a good investor." Ever since Chris started his own company, Capitalize Your Finances, he learned a lot about the financial statements...
2023-09-09
38 min
Stocks for Beginners
Gary Brode - Deep Knowledge Investing | Maxing Out The Fiscal Credit Card
Are governments really spending money with the best interests of their own citizens at heart? Join Gary Brode from Deep Knowledge Investing in a thought-provoking conversation about the strange world of sovereign debt and how it links to the value of your money. Gary explains how government spending often doesn't add value to citizens' lives and contributes to the rising costs of everyday items. Did the recent downgrade of US treasury leave you baffled? Gary dissects the facts behind this dramatic event, the function of rating agencies and the potential of a US default. Despite the downgrade, why is...
2023-08-22
47 min
Stocks for Beginners
Mark LaMonica - Morningstar | The Joy of Dividends
Mark LaMonica CFA, is an investor, financial educator and the Director of Product Management, Individual Investor at Morningstar. He still recalls the excitement of receiving his first dividend from Nike as a teen. Mark became interested in income investing during the chaotic dot-com crash emphasizing the importance of looking at a company as a real business, rather than a ticker code. Mark believes in the importance of financial independence and how dividends can be used to generate income without touching principal. We also explore the importance of balancing dividend growth and current yield in an income investing strategy.
2023-08-14
33 min
Stocks for Beginners
Karl Kaufman - American Dream Investing | Cash without the smoke and mirrors
In this episode Phil and Karl Kaufman discuss the importance of free cash flow as a key metric for investors. Karl explains that free cash flow is the amount of cash left over after a company pays its expenses and capital expenditures. Unlike earnings, which can be manipulated, free cash flow provides a more accurate representation of a company's financial health. They emphasize that investing in stocks is not gambling, as investors are buying a piece of a real business with a long-term goal of getting a good return on their investment. They highlight companies l...
2023-08-01
27 min
Shares for Beginners
Charlie Meaden - gembot.ai | Market Disconnects and Divorced Expectations
Welcome to today's episode, where we'll be discussing the difference between the fundamentals of a business and what the market expects in the future. Charles Meaden is the CEO and co-founder of gembot.ai. We discuss his early desire to be an angel investor to the development of a successful long-short investment strategy.Blog post available at: https://www.sharesforbeginners.com/blog/gembotTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon...
2023-07-31
38 min
Shares for Beginners
Chris Batchelor - Stockopedia | McMillan Shakespeare (ASX:MMS)
In this episode I’m joined by Chris Batchelor from Stockopedia to take a closer look at how they identified one of their highest ranking stocks McMillan Shakespeare (ASX:MMS). "Our tool is a very quantitatively driven tool, which means that basically, we process lots and lots of numbers and we look for trends within those numbers to try and identify which are the companies with the most attractive prospects."McMillan Shakespeare Limited is an Australia-based provider of salary packaging, novated leasing, disability plan management and support co-ordination, asset management and related financial pr...
2023-07-23
21 min
Stocks for Beginners
Luke Hallard - 7investing | Weeding out the losers and watering the winners
How can the allocation of your portfolio make or break your financial future? Luke Hallard from 7Investing delves into the intricate world of portfolio structuring and investment strategies, sharing his personal experiences and insights. Luke has a unique approach to portfolio allocation, which combines core and growth investments.We take a closer look at how companies - from well-capitalized tech giants like CrowdStrike to innovative international banking platforms like Wise - are weathering the storm. We'll unpack why free cash flow is paramount in determining a company's sustainability amidst uncertainty and discuss the importance of a...
2023-07-21
41 min
Shares for Beginners
Luke Winchester - Merewether Capital | Small but perfectly formed
How small is the small end of the Australian share market? Who shows the love for this end of the market? That would be Luke Winchester, MD and CIO of Merewether Capital a specialist, small and micro-cap boutique funds management firm based in Newcastle, New South Wales.This episode was inspired by Luke's recent appearance on Ausbiz Luke's two resilient nano cap stocks with potential on ausbiz.It featured a table from DMX Capital linked here: June 2023 Monthly Report - DMXAMBlog post available at: https://www.sharesforbeginners.com/blog/merewether
2023-07-20
34 min
Shares for Beginners
QUICK TIP - Start small, learn more, habit form
Tim Ellis writes the Dad Investing Blog. I found Tim when I was browsing through a list of Australian investing blogs on Sharesight. In this Quick Tip, Tim and I talk about the importance of learning, building a robust network to share the journey, busting the myth that market performance depends on the effort and research you put in, and getting over the idea that you have to start with a large amount of money.Blog post available at: https://www.sharesforbeginners.com/blog/dadinvestorPhil's Linktree: https://linktr.ee/phil_muscatello
2023-07-15
10 min
Stocks for Beginners
Doug Morris - Sharesight Portfolio Management | Bench-pressing the benchmark
Doug Morris is the CEO of Sharesight, a portfolio tracking tool that began as a father-son project in New Zealand. It has grown into a global enterprise with a team of 50. Doug shares the origins of Sharesight and provides insights into the most popular US trades, highlighting the tech companies' dominance. He also shares a fascinating statistic: the top 10 companies make up a third of the S&P 500's market cap, but account for 96% of the return.We explore the importance of benchmarking and how it can help you understand how your money is working for...
2023-07-14
27 min
Shares for Beginners
Luke Hallard - 7investing | Weeding out the losers and watering the winners
How can the allocation of your portfolio make or break your financial future? Luke Hallard from 7Investing delves into the intricate world of portfolio structuring and investment strategies, sharing his personal experiences and insights. Luke has a unique approach to portfolio allocation, which combines core and growth investments.We take a closer look at how companies - from well-capitalized tech giants like CrowdStrike to innovative international banking platforms like Wise - are weathering the storm. We'll unpack why free cash flow is paramount in determining a company's sustainability amidst uncertainty and discuss the importance of a...
2023-07-12
38 min
Shares for Beginners
QUICK TIP - What's my guru hoodoo
Behavioural Finance is the application of psychology to financial decision making. By allowing psychological biases and emotions to affect investment decisions, investors can do serious harm to their wealth. Zaffar Subedar has over 15 years of experience in the financial services industry and academia. In this Quick Tip he talks about how to avoid self-sabotaging behaviour, the guru syndrome and the concept of loss aversion.Full episode available at: https://www.sharesforbeginners.com/blog/subedarPhil's Linktree: https://linktr.ee/phil_muscatelloAre you picking shares on gut instinct, buying on press...
2023-07-08
10 min
Shares for Beginners
Aleks Nikolic - Broke Girl Wealth | Shrinking Aussie Middle Class Wealth
Aleks Nikolic AKA Broke Girl Wealth is a content creator and host of the Big Swinging Stocks podcast. I was kindly invited onto that show and this is our follow up conversation on Shares for Beginners. We focus on cost of living pressures and the lack of financial education that keeps people from realizing their full money potential.Blog post available at: https://www.sharesforbeginners.com/blog/brokegirlPhil's Linktree: https://linktr.ee/phil_muscatelloAre you picking shares on gut instinct, buying on press tips or rumour? Do you struggle...
2023-07-05
35 min
Stocks for Beginners
Anirban Mahanti - 7investing | Technology Visionary and Tesla Aficionado
In Pursuit of Technology Gems: Unearthing Investments of the Future. Anirban Mahanti is a lead advisor for 7investing. Before 7Investing, Anirban spent 5-plus years at The Motley Fool in various roles, including as the Director of Research and the founding lead advisor of the stock-picking newsletter Extreme Opportunities.Link to blog post: https://www.stocksforbeginners.net/blog/anirban7investingPhil's Linktree: https://linktr.ee/phil_muscatelloThere’s a million ways to invest in stocks. It can be confusing, stressful and costly. But, by following a f...
2023-07-04
39 min
Shares for Beginners
QUICK TIP - Investopedia
Caleb Silver is the Editor-in-Chief and Senior Vice President at Investopedia. In this Quik Tip we spoke about:How to get started investingBiggest mistakes investors makeHow to invest without worryParts of Investopedia most useful to beginnersAn overview of how to best use InvestopediaLink to full episode: https://www.sharesforbeginners.com/blog/investopediaPhil's Linktree: https://linktr.ee/phil_muscatelloShares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your i...
2023-07-01
10 min
Shares for Beginners
Raji Khabbaz- Learn Wall Street | Taking the Wall St bulls by the educational horns
Raji Khabbaz is the founder of Learn Wall Street, a program aimed at teaching financial literacy to grade 7-12 students. Raji is empowering the next generation to make informed financial decisions and secure a brighter future by equipping young minds with financial knowledge and the art of wise money management. Blog post available at: https://www.sharesforbeginners.com/blog/learnwallstPhil's Linktree: https://linktr.ee/phil_muscatelloAre you picking shares on gut instinct, buying on press tips or rumour? Do you struggle to find the time to keep up with...
2023-06-28
38 min
Shares for Beginners
QUICK TIP - Worry, Anxiety and Stock Market Volatility
Michael Kemp is the author of The Ulysses Contract. An excellent book about investing tying yourself to the mast so you don’t follow the siren song on to the rocks of financial failure. Look up your Greek mythology if you’re not sure what I’m talking about. In this Quick Tip we talk about:The dangers of lack of knowledge.Looking at companies as dividend-harvesting machines rather than capital gain producersHow history can teach us lessons about financial innovation and human behaviour in markets. Ways to reduce the inevitable worry of being invested in volatile markets
2023-06-24
11 min
Stocks for Beginners
Michael Kemp - The Ulysses Contract | Avoiding the rocks of investing under-performance
What does an epic poem written around 700BC tell us about investing? How are investors tempted to steer their money onto the rocks of investing underperformance? My guest is Michael Kemp, author of The Ulysses Contract. There's plenty of great lessons in this interview & much more in the book. There's a lot to avoid but as Michael says:"Don't be discouraged by all the negative arguments I'm putting forth. I don't believe you need to become a champion to become a really good investor. Market returns are fantastic returns as long as you achieve them. Don't try...
2023-06-23
38 min
Shares for Beginners
Evan Lucas - Mind Over Money | just let it compound
What are the secret mind powers of successful investors? How does training your mind help you to protect and grow your wealth? Joining me today to share his thoughts and beliefs of the power of the meat between our ears is Evan Lucas. Evan has been investing and researching global markets for over a decade. After getting his Masters in Finance Evan headed to Amsterdam with ABN Amro before moving to the Royal Bank of Scotland. He returned to Australia with RBSMorgans where he developed his top down approach. He’s also the author of the recently published Mind Ov...
2023-06-21
44 min
Shares for Beginners
Chris Noone - CEO of Carly ASX:CL8
I’ve partnered with Mark Tobin from Coffee Microcaps to produce an occasional series of interviews with CEOs from the small to mid-cap end of the ASX. It’s a way for listeners to hear about companies that are often overlooked. The podcast is called Talking Companies. This is a short excerpt from an interview with Chris Noone, CEO of Carly (ASX:CL8). You can listen to the full interview here: https://shows.acast.com/talking-companies/episodes/chris-noone-ceo-of-carly-asxcl8This is Coffee Microcaps Youtube Channel: https://www.youtube.com/c/coffeemicrocapsChris Noone...
2023-06-17
14 min
Stocks for Beginners
Raji Khabbaz- Learn Wall Street | Taking the Wall St bulls by the educational horns
Raji Khabbaz is the founder of Learn Wall Street, a program aimed at teaching financial literacy to grade 7-12 students. Raji is empowering the next generation to make informed financial decisions and secure a brighter future by equipping young minds with financial knowledge and the art of wise money management. Learn Wall Street is offering a finance and investing after-school educational program for students in 7th through 12th grade. A strong introduction to the principles of business and investing will have a profoundly positive impact on long-term financial well-being. The development of critical thinking and decision-making skills greatly improves...
2023-06-16
38 min
Shares for Beginners
Claude Walker - A Rich Life | The Rule of 40
We all know and love the high-growth companies that have (hopefully) helped to contribute to our market returns, but how can you run the tape measure over them? What kind of numbers can help you to value companies that are growing fast but are not yet maximizing profit margins? According to Claude Walker, the magic number is 40.Claude Walker is the founder of A Rich Life where he writes the Ethical Equities column. He loves his ASX tech stocks and investing in smaller unloved and ignored microcaps where the market is much less efficient.
2023-06-15
37 min
Stocks for Beginners
Phil v Kyle v 2 Bulls in a China Shop
This episode is a little departure from normal transmission. I was inexplicably invited back to the 2 Bulls in a china shop microphone. I love these guys, they have some great guests apart from me! This is one of their after-dark episodes where we eventually talk about investing.Kyle Hedman is a self-employed trader, and co-host of the 2 Bulls in a China Shop podcast. His trading strategies include futures, swing and options trades, with a focus on chart analysis. He began his journey to becoming a full-time trader with an investment mindset and the goal of early re...
2023-06-12
1h 05
Shares for Beginners
QUICK TIP - The dangers of cash, cons and crashes
Yesterday I spoke with Raji Khabbaz who is an ex-hedge fund manager in New York city. He’s founded an education program for school students called Learn Wall St which you can find at learnwallstreet.org. I’ll be releasing the full episode soon, but I couldn’t resist putting this segment out as a Quick Tip. The whole interview is full of juicy tid-bits but in this excerpt we spoke about risk and volatility, understanding that markets go up and down, the effects of inflation, and the dangers of leaving your money in cash..Learn Wall S...
2023-06-10
10 min
Shares for Beginners
Amy Minkley - FI Freedom Retreat | Geo-arbitrage in Paradise
What happens if the rug is pulled out from under you - financially, physically, spiritually? Your life can change in an instant. And how can you supercharge your financial independence with geo-arbitrage? Bali has plenty to offer beyond bintang t-shirts and parties. Amy Minkley is the founder of FI Freedom Retreats. Her life changed when she discovered the Financial Independence movement in 2019.FI Freedom Retreats websiteAmy’s Journey to FI Event Facebook eventWe discussed:Using geo-arbitrage to create up to a 90% savings rate (invested in low-cost ind...
2023-06-07
29 min
Stocks for Beginners
Simon Erickson - 7investing | Data is the new oil
Simon Erickson is the founder and CEO of 7investing. We talk about the current macroeconomic environment, home-court bias, LLMs (Large Language Models), and stock stories from MercadoLibre, Rocket Lab, and Wolfspeed. Phil's Linktree: https://linktr.ee/phil_muscatelloPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginnersGet 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.S...
2023-06-06
37 min
Shares for Beginners
Martin Filz - CEO Pure Profile
Martin Filz is the CEO of Pureprofile, a global data and insights organisation providing industry-leading online research solutions to agencies, marketers, researchers and brands and businesses. It was founded in 2000 and operates in North America, Europe and APAC, delivering solutions for over 750 clients.Blog post available at: https://www.sharesforbeginners.com/blog/pureprofilePhil's Linktree: https://linktr.ee/phil_muscatelloThe company and or guest has contributed to the cost of production for this episode.Are you picking shares on gut instinct, buying on press tips or rumour...
2023-06-03
30 min
Shares for Beginners
David Garofalo - Gold Royalty Corp | Mining for gold without the shovels
How can you mine for gold without using shovels? What is sustainable mining? How can precious metals be used in a portfolio to provide protection against inflation. I was joined by David Garofalo to discuss royalties, the mining industry and reducing the impact of digging up those metals.David GarofaloGlobally recognized Chief Executive Officer, Chairman, and Director of Gold Royalty30+ years of experience in sustainable mining businessesLed the largest merger in gold mining history at $32,000,000,000Named Mining Person of the Year by The Northern Miner in 2012Canada’s Chief Financial Officer of the Year by...
2023-05-31
30 min
Shares for Beginners
QUICK TIP - Ways to invest and things to avoid | From my first ever episode
The first episode of this podcast was released in February 2019, and my first guest was a financial advisor named Rob Gilmour. I couldn’t have asked for a finer first guest. He’s highly experienced in advice as well as having a background in markets in Australia and London. This Quick tip is taken from that first episode and it kind of shows where my head was at the time. I was still thinking of the share market as a place to get rich quick and hadn’t learnt about the long-term compounding nature of the game. It’s my main...
2023-05-27
11 min
Shares for Beginners
Elio D'Amato - Stockopedia | Am I ready to invest?
Broadcasting live from his humble garage next to his trusty Toyota Corolla (and a clothes rack), Elio D'Amato from Stockopedia joined me to discuss share investing and the factors that identify quality companies. It's always great to catch up with Elio. His bluff good humour combined with his decades of experience always make for a great chat about companies and markets. We addressed the concerns of people approaching investment markets for the first time: Is now a good time to be in the market? Elio believes that it's not about timing, it's about the readiness of the investor. Just...
2023-05-24
41 min
Shares for Beginners
QUICK TIP - Analysts gazing longingly into the future. Sometimes it's right to be wrong.
I was interviewing Andrew Page of Strawman on the 24th April this year. It was on the day that Bluescope Steel announced a significant earnings upgrade. I used this opportunity to find out Andrew’s thoughts on what it meant, why he doesn’t invest in companies that are exposed to commodities, and more importantly, the immediate affect on the share price.Phil's Linktree: https://linktr.ee/phil_muscatelloTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of shar...
2023-05-20
10 min
Shares for Beginners
Vince Scully - Life Sherpa | A can of beer or a full-bodied red?
Should I be investing actively or passively? Will I make more if I have an "expert" managing my dosh? Is making the most money even the right goal? There are no one-size-fits-all answers. Your investment journey is unique, and finding the right approach may involve a mix of both index and active funds. In this episode I'm joined by Vince Scully, chief sherpa at Life Sherpa to talk about choosing the right investment strategies.Blog post available at: https://www.sharesforbeginners.com/blog/scully052023Phil's Linktree: https://linktr.ee/phil_muscatello...
2023-05-18
51 min
Stocks for Beginners
James Hill - MCF Energy | Europe's Quest for Energy Independence
What is the energy sector? How have tensions with Russia impacted global energy markets, and how can Europe's energy security be strengthened amidst conflict, uncertainty and the renewable energy revolution. My guest in this episode is James Hill, CEO of MCF Energy. With over four decades of experience in the industry, James Hill provides valuable insights into the current state of the sector and the transition toward renewable resources. Here's a link to the blog post: https://www.stocksforbeginners.net/blog/mcfenergyPhil's Linktree: https://linktr.ee/phil_muscatelloPortfolio tracker...
2023-05-13
28 min
Shares for Beginners
QUICK TIP Mathew Hodge - Morningstar | Where YouTube and Podcasts Meet the ASX
What are the common ratios you should learn before building a portfolio? I know I go on about metrics and rations, but they’re important to understand. It’s what expert investors use to run the tape measure over companies. Mathew Hodge is a director of equity research for Morningstar Australasia. In this Quick Tip he talks about return on invested capital. He explains how this ratio can show how much return a company generates for every dollar of capital invested. Measuring return on invested capital eliminates the bias of return on equity, which can be distorted by financial leve...
2023-05-13
10 min
Shares for Beginners
Gary Brode - Deep Knowledge Investing | SVB Overdrawn and underfunded
Silicon Valley Bankcorp failed spectacularly in March 2023. The bank, the regulators and the media formed a circle of finger-pointing and blame. Understanding duration risk is a fundamental concept in finance, and the bank should have been aware of the problem. The Federal Reserve warned Silicon Valley Bankcorp last year, expressing their concern. Warnings ignored, the results catastrophic.Find out more about Gary Brode and Deep Knowledge Investing at https://deepknowledgeinvesting.com/subscribe-now/Get access to DKI premium content and information for one week. Consume as much as you can! Offer open until Sunday evening...
2023-05-10
33 min
Shares for Beginners
QUICK TIP - If you want a guarantee, buy a fridge from Harvey Norman
Welcome to today's Quick Tip with Evan McQuire, a full-service broker from MF&Co Asset Management. With years of experience in the industry, Evan understands the importance of not letting emotions cloud judgment when it comes to investing. In this Quick Tip, he shares his insights on the difference between full-service and online brokers, the importance of due diligence, and how to make informed investment decisions. Evan emphasizes that investing is not about getting lucky but rather about carefully analysing the fundamentals of a company and not getting emotional what a share's price "should" be doing....
2023-05-06
09 min
Stocks for Beginners
Dr Richard Smith - RiskSmith | AdvisorGPT - the next frontier of financial advice?
Dr. Richard Smith is the founder and CEO of RiskSmith. He's a renowned mathematician and expert in risk analytics who's helped government agencies and Fortune 500 companies manage complex sets of data. He's the author of the Risk Rituals Newsletter where he aims to educate investors on how to manage their fear of risk. Richard has been experimenting with ChatGPT to analyze and construct portfolios. What do ChatGPT, LLM, and AGI mean, and what are the current misconceptions and realities of artificial intelligence?Here's a link to the blog post: https://www.stocksforbeginners.net/blog/risksmithchatgpt
2023-05-05
31 min
Shares for Beginners
Andrew Page - Strawman | Question Everything
Have you ever found yourself nodding along to someone's explanation of an investing concept or number, only to realize that you have no idea what they were talking about? It's eye-glazingly common in finance, where jargon and buzzwords are thrown around with abandon. Especially by men in fancy suits. I'm joined in this episode by Andrew Page from the Strawman Investing Blog We're taking a closer look at 2 financial metrices - the price-earnings ratio (PE) and return on equity (ROE). Don't worry of these metrics are not clear when you're first starting out as an investor. It's more important...
2023-05-03
58 min
Shares for Beginners
QUICK TIP - Time horizon in the share market
What is time horizon arbitrage? And how does growing up on a farm prepare you for dealing with stress. Time can be your best friend in markets and not doing the wrong thing at the wrong time. In this Quick Tip Steve Johnson, Forager Funds Chief Investment Officer explains how he likes to use time in investing. "The market never turns when there’s light at the end of the tunnel, it turns when it’s a shade less dark than the day before." Jeremy Grantham.Phil's Linktree: https://linktr.ee/phil_muscatelloPort...
2023-04-29
07 min
Stocks for Beginners
Gary Brode - Deep Knowledge Investing | SVB Overdrawn and underfunded
Silicon Valley Bankcorp failed spectacularly in March 2023. The bank, the regulators and the media formed a circle of finger-pointing and blame: In this interview Gary explains "duration risk". Duration risk refers to the sensitivity of a bond's price to changes in interest rates. In simple terms, duration risk is the risk that the value of a bond will decrease as interest rates rise. For a bank, this risk is significant, as bonds make up a significant portion of their portfolio. If a bank doesn't manage duration risk correctly, it can result in significant losses, as was the case with...
2023-04-27
33 min
Shares for Beginners
David Scollon - JANA | Damn you Iceland!
Who has the best retirement scheme in the world and how do other countries tackle rapidly ageing populations? David Scollon is a senior consultant for JANA Investment Advisors, where he researches pension and retirement systems around the world. David attended the Principles of Responsible Investing (PRI) Conference in Barcelona, a UN-backed initiative that brought institutional investors around the world together to navigate topics of sustainability and responsible investing. He also spent time studying retirement planning in the UK, Germany, The Netherlands and Denmark. Apparently, Australia ranks pretty highly. Much as we might complain about our Super system, there are...
2023-04-26
30 min
Stocks for Beginners
Chris Miles - Money Ripples | A million dollars down and back again
What's a financial advisor and how can they help us? What can a ballroom dancer teach us about financial freedom? Chris Miles is the CEO and founder of Money Ripples. He's a cash flow expert and anti-financial advisor, and he's a leading authority teaching entrepreneurs and professionals how to get their money working for them today.Here's some more information about Chris' CASHFLOW SECRETS COURSE:THANK YOU SO MUCH FOR CHECKING OUT THE “CASHFLOW SECRETS” COURSE. IF YOU ARE LOOKING TO UNLOCK MONEY IN YOUR OWN SITUATION WITHOUT HAVING TO CREATE A NEW JOB, BUSI...
2023-04-20
41 min
Shares for Beginners
Michael Kemp - The Ulysses Contract | Avoiding the rocks of investing under-performance
What does an epic poem written around 700BC tell us about investing? How are investors tempted to steer their money onto the rocks of investing underperformance? My guest is Michael Kemp, author of The Ulysses Contract.There's plenty of great lessons in this interview & much more in the book. There's a lot to avoid but as Michael says:"Don't be discouraged by all the negative arguments I'm putting forth. I don't believe you need to become a champion to become a really good investor. Market returns are fantastic returns as long as you achieve...
2023-04-19
39 min
Shares for Beginners
Mark Tobin - Coffee Microcaps | Uncovering Hidden Gems
A chat with Mark Tobin from Coffee Microcaps about the upcoming Coffee Microcaps Conference in Sydney & Melbourne, bringing together some of Australia’s best ASX-listed microcap companies and microcap investors. Use the discount code CMSYDto receive 25% off the ticket price.https://events.humanitix.com/coffee-microcaps-conference-sydneySYDNEYThursday, 27 April 2023State Library NSW Metcalfe Auditorium 8:30 am - 4:00 pm Use the discount code CMMELBto receive 25% off the ticket price.https://events.humanitix.com/coffee-microcaps-conference-melbourneMELBO...
2023-04-14
18 min
Shares for Beginners
Dave Gow - Strong Money Australia | Leaving the Fear Zone
Property or shares. It's a perennial Australian investing debate. We love our property, but we also love our franking credits. Generating passive income is one of the most effective ways to build wealth over time. In this episode I'm joined by Dave Gow of Strong Money Australia. Blog post available at: https://www.sharesforbeginners.com/blog/strongmoneyPhil's Linktree: https://linktr.ee/phil_muscatelloPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+...
2023-04-11
34 min
Stocks for Beginners
David Garofalo - Gold Royalty Corp. | Mining Royalties
What is sustainable mining? How can precious metals be used in a portfolio to provide protection against inflation. I was joined by David Garofalo to discuss royalties, the mining industry and reducing the impact of digging up those metals.David GarofaloGlobally recognized Chief Executive Officer, Chairman, and Director of Gold Royalty30+ years of experience in sustainable mining businessesLed the largest merger in gold mining history at $32,000,000,000Named Mining Person of the Year by The Northern Miner in 2012Canada’s Chief Financial Officer of the Year by Financial Executives International Canada in 2009He...
2023-04-06
30 min
Shares for Beginners
Cameron Gleeson - Betashares | Mining for the Future and Royalties from the past
What are the metals that are essential to the energy transition revolution and how can you access the royalties from some of your favorite recording artists? In this episode I'm joined by Cameron Gleeson from Betashares to discuss the XMET & ROYL ETFs.Link to Betashares Exchange Traded Funds | ETF Australia | BetasharesBlog post available at: https://www.sharesforbeginners.com/blog/gleesonPhil's Linktree: https://linktr.ee/phil_muscatelloShares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature...
2023-04-05
39 min
Stocks for Beginners
Daphne Jones - The Smart Money Chick | Financial Independence for GenX Women
Remember Gen X? How did this generation fall between the cracks of the boomers and the millennials and how can women take control of their money and become entrepreneurial? Joining me to chat is Bitcoiner, financial educator and podcaster Daphne Jones. We spoke about diviedend investing, REITs, and life insurance for protecting your family and helping to plan your retirement.Financial independence is a hot topic these days, and there are many different paths to take to get there. Daphne Jones, Bitcoiner, Financial Educator, and podcaster is helping GenX women design their version of Financial independence...
2023-03-30
28 min
Shares for Beginners
Tim Ellis - Dad Investor | Building the craft of investing
Some people leave notes for their kids on the fridge. Others start a blog. Tim Ellis is my guest in this episode. He is the author of the Dad Investor Blog. He wanted to leave little notes for his kids in the future – how to set a budget, save money, spend money, buy a property, save for a baby and more. The goal was to make it clear and concise on what he'd learnt about the most important aspects of personal finance and investing.He also talked about his favourite ETF. The best ETF in Australia is th...
2023-03-29
34 min
Stocks for Beginners
David Maurice Sharp & Diane Ciesla | Dancing, Acting and Investing
You may remember David from episode number 114 where David joined me to talk about his investment workshops at HB Studio, an acting conservatory in New York City, where he teaches performers about their finances. Diane Ciesler is one of his best students. David has christened Diane, "The Mogul". She began her career in her hometown of Chicago working at the Goodman Illinois Theater Center, Marriott Theater and Pheasant Run. She's appeared in films including Five Flights Up with Morgan Freeman and Diane Keaton, the Cookbook and Homebody and on TV in Law and Order the Path and Lipstick Jungle.
2023-03-23
35 min
Shares for Beginners
Tony Kynaston - QAV | Pulled pork and the fudge factor
The QAV Investing podcast is hosted by Tony Kynaston and Cameron Reilly. The podcast is based on the QAV (Quality at Value) system that uses a checklist and a framework to analyze and score stocks based on their latest financial figures.The QAV system is based on the belief that it's better to rely on numbers rather than stories when it comes to investing. CEOs and company management are often promoters and have a vested interest in making their company look good. They may spin stories and hype up their company, but the QAV system focuses...
2023-03-21
32 min
Stocks for Beginners
Anmol Singh - Live Traders | Getting off the emotional rollercoaster
How can investors suspend their emotions and reactions while riding the waves of a volatile stock market. In this episode I'm joined by successful Trader, Entrepreneur, and Author, Anmol Singh.At just 22 years old, Anmol worked tirelessly to move to America on his own. He eventually saved enough money by teaching himself to trade in his dorm room at Brunel University London. Amol always aspired to be something great and through trading learned the life-changing powers of emotional control, self-trust, and personal integrity. Successful traders are used to having a checklist, they're used to following a process...
2023-03-18
31 min
Shares for Beginners
Ian Irvine - LICAT | A motorist's guide to investing
Listed Investment Companies have been around for a long time. In this episode I'm joined by Ian Irvine from LICAT to talk about the 100th birthday of Australia's first LIC, active vs passive management and what motor racing can teach us about investing.The Listed Investment Companies and Trusts Association (LICAT) represents the interests of LICs and LITs, and investors. Here's a link to the LICAT page mentioned in the episode: https://www.licat.com.au/members/Blog post available at: https://www.sharesforbeginners.com/blog/licat2023Phil's Linktree...
2023-03-14
31 min
Stocks for Beginners
Charlie McCain - Harbor Capital | ETFs disrupting the funds industry
ETFs are growing much more rapidly than mutual funds. In a sense they are a new and disruptive technology. Like the move from DVDs to streaming. ETFs can be bought and sold any time the market is open and they are fully transparent. You can see the holdings in real time. Mutual funds typically release their holdings on a 30 day lag to investors. Charlie McCain is my guest in this episode. He offers some great insights into how ETFs are constructed and how invesors can use them in their portfolios. Charlie is the chief executive officer of Harbor Capital...
2023-03-09
34 min
Shares for Beginners
Simon Shepherd - The Investment Newsletter Group | Ranking the Newsletters
When you start delving into the world of investing, you quickly realize how many newsletters are available to help you choose stocks for your portfolio. But how do you find the one that's right for you? Simon Shepherd is principal and senior partner at Providence Advisory. He's a financial advisor, planner and personal wealth coach to a wide variety of clients, including senior executives, self-employed professionals, and self-funded retirees. He's also the creator of The Investment Newsletter Group or TING. TING conducts detailed stock by stock, newsletter by newsletter tracking of many of the...
2023-03-08
33 min
Stocks for Beginners
Doug Morris - Sharesight Portfolio Management | Tracking to Win!
I had a great time chatting with Doug from Sharesight. He's a nice guy and I love using Sharesight myself. It may sound boring but record-keeping is important in share investing and it also gives you insights that can make you a more profitable investor. We cover a range of topics including:The history of Sharesight and how it worksOld School open-cry markets trading commodities in ChicagoHis previous career at Morningstar and an insight into analysisBenchmarking your portfolio against a broader market indexThe tax treatment of ETFS and those gnarly statementsReducing costsAnnualised performance and how this can help your i...
2023-03-01
33 min
Shares for Beginners
Value Punks | Value investing - not as easy as Warren Buffett makes it seem.
Investment philosophy is always a work in progress. In this episode I was joined by substack authors Daye Deng and Balkar Sivia who have an article titled Memo: Value Investing Revisited - Rethinking volatility, conviction, and Mr. Market. Value investing is a philosophy learned from well-known investors like Warren Buffett and Benjamin Graham. There is a standard set of principles in value investing. These principles, such as "volatility is not a risk" and "conviction is key," are useful when applied correctly. However, there are always nuances and compromises in these principles that arise in practice. In this context, Daye...
2023-02-28
35 min
Shares for Beginners
David Harvie - Saxo Markets | Looking for industries that are mandated.
Somehow markets seem to be heading upwards just as the news seems to be getting worse and worse. Higher interest rates mean less money for people to spend, which will have a negative effect on company profits. There may even be a recession, but are there ways to benefit? Joining me today is a glass half full kind of guy, David Harvie from Saxo Markets. We wade into the shallow of Commodities and Foreign Exchange. David is the Country Head of Direct Sales at Saxo Markets. He is responsible for designing and executing strategies to grow sales as well as i...
2023-02-22
38 min
Stocks for Beginners
Gary Brode - Deep Knowledge Investing | The Sands of the Coliseum
Gary Brode is a Hedge fund manager turned to the good side. He writes and tweets about stocks, markets, and share investment tips that can benefit anyone. In this episode we talked about the Deep Knowlege Investing (DKI) February 2023 Newsletter which you can download here. We chatted about:Making money even when you're wrongInvesting Lessons from Argentina and InflationDKI’s Thesis on the MarketAnd explaining the concept of "alpha"And it wouldn't be a chat with Gary be without a bit of Fed bashing.Link to blog post: https://www.stocksforbeginners.ne...
2023-02-21
41 min
Stocks for Beginners
Erik Smolinski - esInvests | The Depth of the Frailty of My Investing Plan
What do exercise, the great outdoors and a healthy lifestyle have to with successful investing? Does the military prepare you for more than just battle? Joining me in this episode is Erik Smolinski from esInvests. Erik is a Marine veteran and self-made millionaire investor. He’s spent over 30,000+ hours honing his craft and outpacing the market for the last 14 years (22.8% CAGR). Erik maintains that there are many well-documented biases in traders and investors. They are covered in the following white paper. One of the things it talks about is how we like to cut winning trades short and we le...
2023-02-16
39 min
Shares for Beginners
Vince Scully - Life Sherpa | How super is your annuation?
Superannuation represents about a fifth of the net worth of Australian households. There’s over $2.2 trillion invested in super growing at $100 billion every quarter. Choosing the right superannuation fund is one of the most significant financial decisions you will ever have to make. The choices are mind-boggling. Joining me in this episode is Vince Scully from Life Sherpa.“It's the curse of too much choice. It's like logging into Netflix, it takes you longer to choose which movie to watch than actually watching it. And that's where default and stapling came in. It's the play something for...
2023-02-15
39 min
Stocks for Beginners
Adam Carroll - The Shred Method | Living your best life with the money you have.
It's one of the oldest questions in investing. Pay off the mortgage first or put your money to work investing. In a rising interest rate environment, it's becoming harder to do one or the other, let alone both. In this episode, I'm joined by Adam Carroll to talk about shredding that mortgage. Adam Carroll paid off his home in record time saving over $180,000 in interest in the process, he's sharing his strategy with the world to help people become mortgage free. He's published four books, produced an award-winning documentary on student loan debt, and has a TED Talk with...
2023-02-08
31 min
Stocks for Beginners
Value Punks | Value investing - not as easy as Warren Buffett makes it seem.
Investment philosophy is always a work in progress. In this episode I was joined by substack authors Daye Deng and Balkar Sivia who have an article titled Memo: Value Investing Revisited - Rethinking volatility, conviction, and Mr. Market. Value investing is a philosophy learned from well-known investors like Warren Buffett and Benjamin Graham. There is a standard set of principles in value investing. These principles, such as "volatility is not a risk" and "conviction is key," are useful when applied correctly. However, there are always nuances and compromises in these principles that arise in practice. In this context, Daye...
2023-02-01
35 min
Shares for Beginners
Rob Gilmour - Know yourself - The Basics of Investment
Rob Gilmour is a wealth manager helping private clients to understand their money choices. He’s a self-confessed financial nerd and offers a range of skills from accounting and law to financial planning.We discuss how the actual mechanics of share trading haven’t really changed for many decades even though paper share certificates and graph paper aren't used any more. Own a share and you own a part of a company. How easy it can be to get caught up in hype around a share.Rob's website is https://wealthsimplicity.com/ if you'd like...
2019-02-12
43 min