Shows
Shares for BeginnersWeekend Watchlist - Seven Group Holdings Limited ASX:SVWSeven Group Holdings Limited is a diversified operating and investment company. The Company has business and investments in industrial services, media, and energy. Its segments include WesTrac, Coates, Boral, Energy, Media, and other investments. Shares for Beginners and Stockopedia proudly present "Weekend Watchlist" where each week we dissect a company using Stockopedia's Factor driven analysis process. Go to https://why.stockopedia.com/sfb/ for your free trial and special discount offer. Why not join Stockopedia today and take advantage of this special offer of 10% off the first year of membership and see for yourself why Stockopedia is...
2023-11-2420 min
Shares for BeginnersDr Laura Rusu - Diversiview | Portfolio GoodnessIn this episode I'm joined by Dr Laura Rusu from Diversiview. Today, we're diving into a crucial aspect of building wealth over the long term – the art of combining the investments in your portfolio to ensure maximum return for your chosen level of risk. Sure, choosing the right investments is vital, but the real magic happens in how you bring them together.Find out more about Diversiview on my review page. It's a highly useful service that allow you to easily access institutional grade portfolio analysis. Create a free account and receive 20 bonus credit points when yo...
2023-11-2240 min
Stocks for BeginnersLawrence Carrel | Investing in Dividends for DummiesHow can you earn predictable returns and cash payouts from dividends? I’m pleased to welcome back to the podcast Lawrence Carrel the man who has written the book "Investing in Dividends for Dummies". Lawrence Carrel is a regular contibutor to the Wall Street Journal and Forbes, He offers invaluable insights into the intricacies of dividend investing. We kick off with an easy-to-understand breakdown of what a dividend is, how it functions, and the frequency of dividend payment. Ever heard of the dividend yield metric? Lawrence illuminates us on its significance in evaluating a company’s worth and cautions us o...
2023-11-2028 min
Shares for BeginnersWeekend Watchlist - Johns Lyng Group ASX:JLGJohns Lyng Group Limited is an Australia-based integrated building services provider, delivering building, restoration, strata, and energy services nationally and internationally. The Company’s core business is built on its ability to rebuild and restore a variety of properties and contents after damage by insurable events, including impact, weather and fire events. The Company operates through four segments: Insurance Building and Restoration Services, Commercial Building Services, Commercial Construction, and Other. It provides Insurance Building and Restoration services across Australia and New Zealand. Its Insurance Building and Restoration services include 24/7 emergency service, international availability, fire damage, vehicle and structural impact, st...
2023-11-1713 minShares for BeginnersTony Kynaston - QAV | Getting real on market volatilityInvesting in individual stocks is not for the faint-hearted. Tony underscores the importance of the QAV system's ability to eliminate emotion from investment decisions. While a 15% downturn can be disheartening, succumbing to the impulse of abandoning ship may prove detrimental. Tony is clear – maintain composure and stay committed to the chosen course.Blog post available at: https://www.sharesforbeginners.com/blog/tony-kynaston-qavTony 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 code SF...
2023-11-1631 minStocks for BeginnersWill Nutting - Nutstuff | The Defense, Midfield, and Attack of your PortfolioHow do you construct a portfolio like you’d choose a sports team? And why is it that something everyone hates can still go up in value? Joining me today in the search for meaningful market fulfilment is Will Nutting. Will is the Founder and CEO of Nutstuff, a no-nonsense, 3X a week newsletter that helps readers sift through the noise and identify investment opportunities. It offers in-depth research and data on global events and how they influence financial markets.Here's a link to Nutstuff: https://www.nutstuff.co.uk/Blog post available at: ht...
2023-11-1337 min
Shares for BeginnersWeekend Watchlist - IDP Education Limited ASX:IELIDP Education Limited (ASX:IEL) is an Australia-based education services provider. The Company is engaged in the placement of international students into educational institutions in Australia, the United Kingdom, the United States, Canada, New Zealand and Ireland. Its services include counseling, application processing and pre-departure guidance. It also distributes and administrates International English Language Testing System (IELTS) tests, an English language test for study, work and migration purposes. It is a co-owner of IELTS with the British Council and Cambridge Assessment. It also operates English language schools in Vietnam and Cambodia and the operation of digital marketing and event...
2023-11-1018 minShares for BeginnersWill Nutting - Nutstuff | The Defense, Midfield, and Attack of your PortfolioHow do you construct a portfolio like you’d choose a sports team? And why is it that something everyone hates can still go up in value? Joining me today in the search for meaningful market fulfilment is Will Nutting. Will is the Founder and CEO of Nutstuff, a no-nonsense, 3X a week newsletter that helps readers sift through the noise and identify investment opportunities. It offers in-depth research and data on global events and how they influence financial markets.Here's a link to Nutstuff: https://www.nutstuff.co.uk/And here's a link to...
2023-11-0837 minStocks for BeginnersTim Calise - Leveling the Field | Shifting Investment GearsTim Calise is a business mentor, podcast host, serial entrepreneur, husband, father and avid Formula One fan. He shares his journey of investing and his experience of raising over $325 million before the age of 25. Tim talks about his early fascination with numbers, money and investing, and how his entrepreneurial spirit helped to grow a hedge fund in the early 2000s (pre-GFC). He explains the decision to liquidate the fund in 2007 due to the uncertainty of the mortgage defaults and the importance of listening to the market. We discuss the merits of long-term investing vs short-term trading, and the advantages...
2023-11-0640 min
Shares for BeginnersWeekend Watchlist - Arena REIT #1 ASX:ARFArena REIT No. 1 is an Australia-based company, which develops, owns and manages social infrastructure property across Australia. The Company's strategy is to invest in property underpinned by relatively long leases and in sectors with supportive macro-economic trends. The Company’s strategy is to invest in property underpinned by relatively long leases and in sectors with supportive macro-economic trends. It invests in various sectors, including early learning/childcare services; healthcare, including medical centers, diagnostic facilities, hospitals, aged care and associated facilities; education, including schools, colleges and universities and associated facilities. Shares for Beginners and Stockopedia proudly present "Wee...
2023-11-0317 minShares for BeginnersShawn O'Malley - We Study Markets | Vanity InvestingWhen too much Shawn is never enough. Here's part 2 of our chat. The highlight for me in this episode is the trap of vanity investing. It's when people talk about their investments as a way of showing how sophisticated they are. It's about bragging rights and commanding authority over the mere mortals who only want to invest in the boring old S&P500. We Study Markets is part of The Investor's Podcast Network, the home of the hugely popular We Study Billionaires podcast.This is part 2 of a 2 part interview with Shawn. Here's a...
2023-10-3125 minStocks for BeginnersGary Brode - Deep Knowledge Investing | The Magnificent Seven are riding out of townJoin Gary and me as we dissect the current state of the US Stock Market. Dominated by the 'Magnificent Seven' tech companies, the S&P 500 has wiped out all its gains for 2023. We explore the consequences of increasing government spending, skyrocketing debt, and the alarming state of market breadth. Tune in as we discuss how this shift from insane to ludicrous spending levels impacts economic growth and the importance of investing in real infrastructure for long-term economic prosperity.Blog post available at: https://www.stocksforbeginners.net/blog/gary-brode-dkiDeep KnowIedge Investing empowers you...
2023-10-3039 min
Shares for BeginnersWeekend Watchlist - Atturra ASX:ATAAtturra Ltd is an Australia-based company that is engaged in providing whole-of-organization technological solutions covering service lines of advisory, business applications, data and integration, cloud services, change management and managed control solutions. It serves various industries, such as defence, financial services, education, local government, manufacturing, and utilities.Shares for Beginners and Stockopedia proudly present "Weekend Watchlist" where each week we dissect one company using Stockopedia's Factor driven analysis process. Go to https://why.stockopedia.com/sfb/ for your free trial and special discount offer. Why not join Stockopedia today and take advantage of this special offer...
2023-10-2719 minShares for BeginnersRachel Waterhouse - Australian Shareholders' Association | Shareholder Spotlight EDV, Qantas, and Alan JoyceI had the privilege of catching up with Rachel Waterhouse, the CEO of the Australian Shareholders' Association (ASA) in this episode about a couple of the bigger stories in this current AGM season. We discussed some intriguing developments in the world of investing and corporate governance. Follow the link below to find out how you can allocate your proxy for companies that you own to the ASA.Your proxy counts (australianshareholders.com.au)Blog post available at: https://www.sharesforbeginners.com/blog/waterhouse-asaTony Kynaston is a multi-millionaire professional investor...
2023-10-2531 minStocks for BeginnersSteven Cress - Seeking Alpha | Small caps and AIHave you ever considered the difference between small cap and large cap stocks? Small cap stocks are catching the attention of investors for a very good reason. Steven Cress, the head of quantitative strategies at Seeking Alpha, joined me on the podcast to shed some light on the smaller end of the market."One of the reasons why I find some of the small caps interesting is actually they have traded off so significantly compared to the large cap counterpart." Seeking Alpha are generously offering a 50% discount to listeners of this podcast, making...
2023-10-2332 min
Shares for BeginnersWeekend Watchlist - Pilbara Minerals ASX:PLSPilbara Minerals Limited is an Australia-based lithium company. The Company is primarily engaged in the exploration, development, and mining of minerals in Australia.Shares for Beginners and Stockopedia proudly present "Weekend Watchlist" where each week we dissect one company using Stockopedia's Factor driven analysis process. Go to https://why.stockopedia.com/sfb/ for your free trial and special discount offer. Why not join Stockopedia today and take advantage of this special offer of 10% off the first year of membership and see for yourself why Stockopedia is the essential tool for every serious DIY share investor. 14 day fr...
2023-10-2018 minShares for BeginnersAlistair Warren - Trade for Good | Choose where the good goes!How can you directly support your favorite charity and trade shares at the same time? In this episode we speak with Alistair Warren co-founder of Trade for Good, Australia's first ever share trading platform dedicated to raising money for worthy causes. Trade for Good is an online trading platform that believes doing good is more important than just making a profit.Go this link to for all the charities supported by Trade for Good.Blog post available at: https://www.sharesforbeginners.com/blog/trade-for-goodTony Kynaston is a multi-millionaire professional investor...
2023-10-1733 minStocks for BeginnersErik Smolinski - esInvests | The Frailty of My Investing PlanTHIS IS A REPEAT EPISODE FROM FEBRUARY - ENJOYING A SHORT BREAK AND BACK WITH A BRAND NEW EPISODE NEXT WEEK.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...
2023-10-1539 min
Shares for BeginnersWeekend Watchlist - Lindsay Australia Ltd ASX:LAUI'm joined by Chris Batchelor to discuss Lindsay Australia Ltd ASX:LAU. Lindsay Australia Limited is an Australia-based integrated transport, logistics, and rural supply company. The Company is engaged in the transportation of refrigerated and general freight, logistic services associated with the import and export of horticultural goods and merchandising of rural supplies. The Company’s main activities are road transport, logistics, warehousing services and specialist services to rural suppliers.Shares for Beginners and Stockopedia proudly present "Weekend Watchlist" where each week we dissect one company using Stockopedia's Factor driven analysis process. Go to https://why.st...
2023-10-1314 minShares for BeginnersShawn O'Malley - We Study Markets | In Praise of the S&P500What’s wrong with helping rich folk get richer? It just didn't make Shawn O'Malley feel good about himself. After a brief Wall Street adjacent career, Shawn made a terrible YouTube video, and ended up as the chief editor and creator of the popular We Study Markets newsletter, He now educates and informs readers in bite size chunks on a daily basis.We Study Markets is part of The Investor's Podcast Network, the home of the hugely popular We Study Billionaires podcast.This is part 1 of a 2 part interview with Shawn. The next episode wi...
2023-10-1034 minStocks for BeginnersMichael Shedlock - Mish Talks | Higher for longerWhat does Austria have to do with economics and why should investors be keeping an eye on the macroeconomic weather radar? I'm joined today by Michael Shedlock from Mishtalk to look at the tidal forces of the Financial System and how they can affect our investments. Michael or Mish Shedlock is a highly acclaimed macro economic writer who typically posts several articles a day on his Mishtalk website, he talks about interest rates, central bank policy, gold and precious metals, jobs, and economic reports typically from an Austrian economic perspective.Blog post available at: https://www...
2023-10-0944 min
Shares for BeginnersWeekend Watchlist - Ventia Services ASX:VNTI'm joined by Elio D'Amato to discuss Ventia Services ASX:VNT. Ventia Services Group Limited is an Australia-based essential infrastructure services provider in Australia and New Zealand. It has four segments: Defence and Social Infrastructure, Infrastructure Services, Telecommunications, and Transport.Shares for Beginners and Stockopedia proudly present "Weekend Watchlist" where each week we dissect one company using Stockopedia's Factor driven analysis process. Go to https://why.stockopedia.com/sfb/ for your free trial and special discount offer. Why not join Stockopedia today and take advantage of this special offer of 10% off the first year of membership an...
2023-10-0618 minShares for BeginnersSteve Mabb - Australian Shareholders' Association | On Boards and BonusesThe Australian Shareholders' Association (ASA) is a not-for-profit organization that represents the interests of individual investors in Australia. They aim to empower and protect the rights of shareholders, especially small investors like beginners in the share market. ASA offers a range of services to its members, including educational resources, advocacy on shareholder issues, and opportunities to engage with companies through shareholder meetings. They also provide guidance on corporate governance and best practices for shareholders.Blog post available at: https://www.sharesforbeginners.com/blog/steve-mabb-asaTony Kynaston is a multi-millionaire professional investor thanks to...
2023-10-0343 minStocks for BeginnersShawn O'Malley - We Study Markets | Vanity InvestingWhen too much Shawn is never enough. Here's part 2 of our chat. The highlight for me in this episode is the trap of vanity investing. It's when people talk about their investments as a way of showing how sophisticated they are. It's about bragging rights and commanding authority over the mere mortals who only want to invest in the boring old S&P500. Shawn likens it to the bores who only want to talk about their own importance in the workplace. Those will real influence are likely to not show off.We Study Markets is part...
2023-09-2925 minShares for BeginnersAngus Gluskie - Whitefield Industrials Ltd | Celebrating 100 yearsJoining me today to celebrate 100 years of Australia's oldest LIC is the chair and managing director of Whitefield Industrials, Angus Gluskie. Listed Investment Companies have been used by Aussies to help generate income and compound returns for a century.Angus has over 30 years’ experience in the investment management and financial services fields. He has qualifications in investment management, economics and chartered accountancy. He has worked with Whitefield and associated entities since 1987.More info at the blog post: https://www.sharesforbeginners.com/blog/whitefield-industrialsHere's a link to the Whitefield website: Whitefield Lt...
2023-09-2738 minStocks for BeginnersCasey Stubbs - Trading Strategy Guides | Stay the course, execute the planCasey Stubbs is best known for helping people to earn income from actively trading the market. But he's also a believer in putting wealth into longer term investments that will grow steadily over the long-term. According to Casey, long-term investing is a game-changer because it allows investments to grow and compound over time. He emphasizes that anyone, regardless of their initial capital, can begin investing. The key is consistency. By adhering to an investment strategy and continuously learning, individuals can steadily increase their wealth. Long-term investing isn't a quick path to riches; rather, it's a reliable approach to achieving...
2023-09-2232 minShares for BeginnersMathew Hodge - Morningstar | Australian Mining - Digging Down Under"It's 30 plus degrees underground, a hundred percent humidity, the air is saturated, and you breathe out, like steam in the morning. The underground is soaking hot, because the air can't take any more moisture."Matthew Hodge is the Director of Equity Research for Morningstar Australasia. He is a mining analyst who started out working in the industry but soon realised he was too soft for the harsh working conditions. This is a repeat episode - I needed a break from producing new content but will have a brand-new episode for you next week....
2023-09-1940 minStocks for BeginnersShawn O'Malley - We Study Markets | In Praise of the S&P500What’s wrong with helping rich folk get richer? It just didn't make Shawn O'Malley feel good about himself. After a brief Wall Street adjacent career, Shawn made a terrible YouTube video, and ended up as the chief editor and creator of the popular We Study Markets newsletter, He now educates and informs readers in bite size chunks on a daily basis.We Study Markets is part of The Investor's Podcast Network, the home of the hugely popular We Study Billionaires podcast.This is part 1 of a 2 part interview with Shawn. The next episode wi...
2023-09-1534 minShares for BeginnersVince Scully - Life Sherpa | Is financial advice investment advice?In this episode I'm joined by Vince Scully as we delved into the world of financial advice. When should you start to seeking it, how much it should cost and a crucial discussion about the difference between "financial advice" and "investment advice". These two are often conflated but they serve different purposes. We spoke about the value of advice and how it helps to achieve financial independence and your life goals. But we did have a couple of questions about the costs touted by Money Smart at this link: Financial advice costs - Moneysmart.gov.au. We also dealt...
2023-09-1348 minStocks for BeginnersChris Panagiotu - CAPitalize your finances | Buffett is not godMy 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...
2023-09-0938 minShares for BeginnersChris Batchelor - Stockopedia | Free Cash Flow Don't LieI think we can become easily confused by the jargon, metrics and ratios that analysts use to value companies. That's why I like to break them down one by one. I'm joined in this episode by Chris Batchelor from Stockopedia to discuss Free Cash Flow - what does it mean and why is it important? Free cash flow is the amount of money that a business generates after paying for its operating expenses and investing in its growth. It is the cash that is left over for the owners or shareholders of the business to use as...
2023-09-0632 minStocks for BeginnersFred Fuld III - Wall Street News Network | Financial HistorianWhen and why did the CIA create a venture capital fund? How did a failed stockbroker become a literary giant? Fred Fuld III from the Wall Street News Network joined me to discuss Financial History, Investment Trivia and Antique Stock Certificates. Fred Fuld III is a former financial services executive, stockbroker, and market maker on the options floor of the Pacific Stock Exchange. He was Vice president of a San Francisco based investment management firm and worked as an adjunct professor for the College of Business at California State University East Bay. He is the publisher...
2023-09-0140 minShares for BeginnersMark Tobin - Coffee Microcaps | Small but Worthy StocksThe best part of Mark Tobin's job is finding innovative and disruptive companies that you don't hear about every day. Mark has been passionate about finding "undiscovered" microcap stocks ever since he began his career as an equity analyst in Sydney. Ever since that first exposure to microcap stocks, Mark has been hooked on uncovering these hidden gems and following their story and evolution. We talked about Luke Winchester from Merewether Capital, and three microcaps that appeared at the last Coffee Microcaps conference in April. Water filtration with De.mem (ASX:DEM), helping to reduce the...
2023-08-2934 minShares for BeginnersJames Hill - MCF Energy | Europe's Quest for Energy IndependenceWhat 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. While the world is moving towards renewable energy, James Hill highlights that the transition will take time. The existing infrastructure and industrial base heavily rely on oil and...
2023-08-2329 minStocks for BeginnersGary Brode - Deep Knowledge Investing | Maxing Out The Fiscal Credit CardAre 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...
2023-08-2247 min
Shares for BeginnersQUICK TIP - Markel | The bounty of beautiful businessesSteve Symington is an Investor/Writer/Analyst @TheMotleyFool. The episode this snippet was taken from was recorded in May 22, so a couple of references are slightly out of date but the general principles remain the same. We talked about Markel Corporation a US diversified insurance and financial company, known as a mini-Berkshire that is blessed by bountiful accounting principles, and some numbers around stock market declines to help you to hold your nerve when Mr Market starts getting depressed…Full episode available at: https://www.stocksforbeginners.net/blog/symingtonTony Kynaston is a mul...
2023-08-1909 minShares for BeginnersIan Irvine - LICAT | Tortured Investment AnalogiesLet me apologise upfront for all the banging you can hear during the episode. My neighbour was having a new roof fitted during the recording. Simplifying the complex world of investment with Ian Irvine from the Listed Investment Companies and Trusts Association (LICAT). We attempt to use similes, comparisons and analogies to explain the nitty-gritty of investing. For example, imagine the ASX200 as a Lego castle. The bigger company, the more blocks they contribute to the index. Inflows and outflows can drastically alter the size of an ETF like a balloon expanding and contracting. LICs are more like a...
2023-08-1538 minStocks for BeginnersMark LaMonica - Morningstar | The Joy of DividendsMark 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.
2023-08-1433 minShares for BeginnersSimon Shepherd - The Investment Newsletter Group | Research and Investing NewslettersHow can you navigate the plethora of investment newsletters? I welcome back Simon Sheperd, founder of The Investment Newsletter Group (TING). We talk about selecting the right investment newsletter, decoding their different styles, and benchmarking their performances. This episode contains serious lessons for investors wanting to leverage investment newsletters to their advantage. Simon is performing a great service in helping investors find the right aids to choosing companies for their portfolios.Blog post available at: https://www.sharesforbeginners.com/blog/ting02Tony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist...
2023-08-0934 min
Shares for BeginnersQUICK TIP - Fundamental and Technical - can we use both?Jessica Amir is a Market Strategist | Financial Educator | Presenter. You might have seen her featured on TV, Radio & Online. This Quick Tip is from an episode we recorded a bit over a year ago. There’s been a few changes. Jessica was working for Saxo Markets then, ETF Securities is now Global X, and apparently there’s been a change of government. However, the practical tips she describes are still relevant and worth thinking about.We talk about technical analysis and how to start spotting trends, using moving averages, and understanding RSI and MACD indicators, the proc...
2023-08-0513 minStocks for BeginnersKarl Kaufman - American Dream Investing | Cash without the smoke and mirrorsIn 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...
2023-08-0127 minShares for BeginnersCharlie Meaden - gembot.ai | Market Disconnects and Divorced ExpectationsWelcome 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...
2023-07-3138 minShares for BeginnersChris 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...
2023-07-2321 minStocks for BeginnersLuke Hallard - 7investing | Weeding out the losers and watering the winnersHow 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...
2023-07-2141 minShares for BeginnersLuke Winchester - Merewether Capital | Small but perfectly formedHow 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
2023-07-2034 min
Shares for BeginnersQUICK TIP - Start small, learn more, habit formTim 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
2023-07-1510 minStocks for BeginnersDoug Morris - Sharesight Portfolio Management | Bench-pressing the benchmarkDoug 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...
2023-07-1427 minShares for BeginnersLuke Hallard - 7investing | Weeding out the losers and watering the winnersHow 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...
2023-07-1238 min
Shares for BeginnersQUICK TIP - What's my guru hoodooBehavioural 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...
2023-07-0810 min
Shares for BeginnersAleks Nikolic - Broke Girl Wealth | Shrinking Aussie Middle Class WealthAleks 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...
2023-07-0535 min
Stocks for BeginnersAnirban Mahanti - 7investing | Technology Visionary and Tesla AficionadoIn 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...
2023-07-0439 min
Shares for BeginnersQUICK TIP - InvestopediaCaleb 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...
2023-07-0110 min
Shares for BeginnersRaji Khabbaz- Learn Wall Street | Taking the Wall St bulls by the educational hornsRaji 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...
2023-06-2838 min
Shares for BeginnersQUICK TIP - Worry, Anxiety and Stock Market VolatilityMichael 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
2023-06-2411 min
Stocks for BeginnersMichael Kemp - The Ulysses Contract | Avoiding the rocks of investing under-performanceWhat 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...
2023-06-2338 min
Shares for BeginnersEvan Lucas - Mind Over Money | just let it compoundWhat 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...
2023-06-2144 min
Shares for BeginnersChris Noone - CEO of Carly ASX:CL8I’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...
2023-06-1714 minStocks for BeginnersRaji Khabbaz- Learn Wall Street | Taking the Wall St bulls by the educational hornsRaji 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...
2023-06-1638 min
Shares for BeginnersClaude Walker - A Rich Life | The Rule of 40We 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.
2023-06-1537 minStocks for BeginnersPhil v Kyle v 2 Bulls in a China ShopThis 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...
2023-06-121h 05
Shares for BeginnersQUICK TIP - The dangers of cash, cons and crashesYesterday 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...
2023-06-1010 min
Shares for BeginnersAmy Minkley - FI Freedom Retreat | Geo-arbitrage in ParadiseWhat 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...
2023-06-0729 minStocks for BeginnersSimon Erickson - 7investing | Data is the new oilSimon 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...
2023-06-0637 minShares for BeginnersMartin Filz - CEO Pure ProfileMartin 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...
2023-06-0330 minShares for BeginnersDavid Garofalo - Gold Royalty Corp | Mining for gold without the shovelsHow 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...
2023-05-3130 min
Shares for BeginnersQUICK TIP - Ways to invest and things to avoid | From my first ever episodeThe 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...
2023-05-2711 minShares for BeginnersElio 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...
2023-05-2441 min
Shares for BeginnersQUICK 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...
2023-05-2010 minShares for BeginnersVince 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...
2023-05-1851 minStocks for BeginnersJames Hill - MCF Energy | Europe's Quest for Energy IndependenceWhat 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...
2023-05-1328 min
Shares for BeginnersQUICK TIP Mathew Hodge - Morningstar | Where YouTube and Podcasts Meet the ASXWhat 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...
2023-05-1310 minShares for BeginnersGary Brode - Deep Knowledge Investing | SVB Overdrawn and underfundedSilicon 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...
2023-05-1033 min
Shares for BeginnersQUICK TIP - If you want a guarantee, buy a fridge from Harvey NormanWelcome 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....
2023-05-0609 minStocks for BeginnersDr 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
2023-05-0531 minShares for BeginnersAndrew Page - Strawman | Question EverythingHave 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...
2023-05-0358 min
Shares for BeginnersQUICK TIP - Time horizon in the share marketWhat 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...
2023-04-2907 minStocks for BeginnersGary Brode - Deep Knowledge Investing | SVB Overdrawn and underfundedSilicon 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...
2023-04-2733 minShares for BeginnersDavid 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...
2023-04-2630 minStocks for BeginnersChris Miles - Money Ripples | A million dollars down and back againWhat'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...
2023-04-2041 minShares for BeginnersMichael Kemp - The Ulysses Contract | Avoiding the rocks of investing under-performanceWhat 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...
2023-04-1939 minShares for BeginnersMark Tobin - Coffee Microcaps | Uncovering Hidden GemsA 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...
2023-04-1418 minShares for BeginnersDave Gow - Strong Money Australia | Leaving the Fear ZoneProperty 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+...
2023-04-1134 minStocks for BeginnersDavid Garofalo - Gold Royalty Corp. | Mining RoyaltiesWhat 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...
2023-04-0630 min
Shares for BeginnersCameron Gleeson - Betashares | Mining for the Future and Royalties from the pastWhat 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...
2023-04-0539 minStocks for BeginnersDaphne Jones - The Smart Money Chick | Financial Independence for GenX WomenRemember 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...
2023-03-3028 minShares for BeginnersTim Ellis - Dad Investor | Building the craft of investingSome 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...
2023-03-2934 minStocks for BeginnersDavid Maurice Sharp & Diane Ciesla | Dancing, Acting and InvestingYou 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.
2023-03-2335 minShares for BeginnersTony Kynaston - QAV | Pulled pork and the fudge factorThe 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...
2023-03-2132 minStocks for BeginnersAnmol Singh - Live Traders | Getting off the emotional rollercoasterHow 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...
2023-03-1831 minShares for BeginnersIan Irvine - LICAT | A motorist's guide to investingListed 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...
2023-03-1431 minStocks for BeginnersCharlie McCain - Harbor Capital | ETFs disrupting the funds industryETFs 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...
2023-03-0934 minShares for BeginnersSimon Shepherd - The Investment Newsletter Group | Ranking the NewslettersWhen 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...
2023-03-0833 minStocks for BeginnersDoug 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...
2023-03-0133 minShares for BeginnersValue 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...
2023-02-2835 minShares for BeginnersDavid 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...
2023-02-2238 minStocks for BeginnersGary Brode - Deep Knowledge Investing | The Sands of the ColiseumGary 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...
2023-02-2141 minStocks for BeginnersErik Smolinski - esInvests | The Depth of the Frailty of My Investing PlanWhat 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...
2023-02-1639 minShares for BeginnersVince 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...
2023-02-1539 minStocks for BeginnersAdam 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...
2023-02-0831 minStocks for BeginnersValue 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...
2023-02-0135 min