Shows
The Wide LensProperty Turns The Corner - The Wide Lens EP42In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:
Artifical Intelligence (AI) and Google's updated Bard, inflation, the current state of the econony, where the stock market goes from here, the turning of the property market, and much more.
Tips and Recommendations:
Midori by Toa's: https://www.midoribytaos.com.au/
2023-05-181h 13The Wide LensNo Boom, No BustIn this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:
The world's copper shortage and what this means for clean energy, the recent rate rises, household balance sheets, monetary policy lags, credit slow down, earnings season, debt ceiling, First Republic's collapse, and much more.
Tips and Recommendations:https://mushroompackaging.com/
https://www.sushion.com.au/2023-05-111h 01The Wide LensThe Market Has Cemented a BottomIn this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:
The Nasdaq's rally and whether it's sustainable, First Republic's 95% stock decline and what it means for the banking sector, the latest on the Australian property and construction sector, sell in May and go away, inflation, interest rates, migration, and much more.
Tip & Recommendations:
Yugen Dining: https://yugendining.com.au/
Beef: https://www.netflix.com/au/title/81447461
King Richard: https://www.netflix.com/au/title/810395502023-05-031h 05The Wide LensBanking Crisis - What's Next?In this week's episode of The Wide Lens, Robert Baharian is joined by special guest, Andrew Papageorgiou of Realm Investment House where they discuss:The US and European banking crisis, the impact on Australian banks, US and Australian Commercial Real Estate (CRE) debt and how big of a problem this really is, interest rates and the 'fixed rate cliff', and what all of this means for investors, and much more.2023-04-051h 24The Wide LensThe Fed GambleIn this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:The Fed's decision to raise rates, underperformance of the financial sector and what this means for the broader economy, tighter credit conditions, the importance of smaller banks, a shift in political power, and why most stock pickers underperformed in 2022's "stock pickers' market", and more.Tip & Recommendations:https://societyrestaurant.com/2023-03-2858 minThe Wide LensA Classic Bank RunIn this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:
SVB's collapse and what it means for markets, the benefit of hindsight on SVB's balance sheet, New Zealand's lack of insurance deposit, four reasons why SVB's collapse can't happen in Australia, rate hikes to rate cuts, no landing to hard landing, and more.
Tips & Recommendations:
https://www.pearloyster.co/https://www.lyonswillestate.com.au/gamay.html2023-03-211h 09The Wide LensShow Me The MoneyIn this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:
The bond bonanza, a sticky and messy inflation outlook, private debt funds and private fees, why if you can't earn 9% you're better off in cash, what the ultra high net worth investors are doing with their money, and more.
Tips & Recommendations:
https://www.cumulusinc.com.au/
https://www.airshow.com.au/airshow2023/index.asp2023-03-1555 minThe Wide LensPearls and Pitfalls of Private DebtIn this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim with special guest, Dani Peer of Monark Property Partners discuss:
The trasition from bearish to less bearish in markets over the last 6 months, the emergence of private debt and its pearls and pitfalls, portfolio construction for the new world, and more.2023-03-081h 02The Wide LensPearls and Pitfalls of Private DebtIn this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim with special guest, Dani Peer of Monark Property Partners discuss:
The trasition from bearish to less bearish in markets over the last 6 months, the emergence of private debt and its pearls and pitfalls, portfolio construction for the new world, and more.2023-03-081h 03The Wide LensAn Economy So Good That it’s BadIn this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:
The stranglehold on the world's food security, an economy so good it's bad, the looming US hunger cliff, and why rate rises aren't impacting the US consumer as much as you'd think.
Tips & Recommendations:
https://www.amazon.com.au/Red-Roulette-Insiders-Corruption-Vengeance-ebook/dp/B092W923R7
https://redspiceroad.com/2023-03-0252 minThe Wide LensGood Bye Soft Landing, Hello No LandingIn this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:
The recent rally in financial markets, the new "no landing" scenario, the Australian property market and the upcoming Fixed Loan cliff, and the rise of AI.
Tips and Recommendations:
https://www.masterclass.com/
https://binge.com.au/shows/show-the-white-lotus!10491 2023-02-231h 02The Wide LensA Global Market Wrap UpIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
The current state of play of global markets, inflation, consumer spending, property prices and rent, what the next 6-12 months might look like in the stock market, and much more.2022-09-211h 05The Wide LensA European CrisisIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
Global interest rates, the decline of the balanced portfolio, why commodities are useless over the long-term, the European crisis, the most remarkable chart we've ever seen, and much more.2022-09-141h 14The Wide LensDeep Dive into Aussie PropertyIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby take a deeper dive into:
The recent Australian property decline and what to expect in the future, and the bullish/bearish battle of the stock market and what history tells us about the future.2022-09-071h 11The Wide LensNormalisation of The EconomyIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
What is really going on in the economy, interest rates and what to expect going forward, the stock market's rally rejection, and much more in Director's Cuts this week.2022-09-011h 13The Wide LensTrust The ThrustIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
Investor's shifting from apocalyptically bearish to just bearish, the resilience of the US consumer, the recent rise in markets and what to expect over the next 12 months, and much more.2022-08-241h 04The Wide LensThe (Almost) New Bull MarketIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
The craziest recession we've ever seen, US inflation and what the latest numbers mean, the latest on supply chains, the death and resurrection of the 60/40 portfolio, the (almost) new bull market, and much more.2022-08-171h 06The Wide LensForecasting The FutureIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
Forecasting returns over the next decade and what investors could expect, looking forward to a potential soft landing, the RBA's rate hikes, did the market just bottom, and much more.2022-08-101h 09The Wide LensA Recession SpecialIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
The markets full capitulation - does opportunity knock, market timing, everybody hates stocks - is it time to buy? is this a real recession, and much more.2022-08-031h 11The Wide LensHeadlines Versus RealityIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
The headlines versus what is happening in reality (the consumer conundrum), inflation and interest rates and the impact on US property sales, the upcoming recession, the impact of rising rates on Australian borrowers, the loan boycott in China, and much more.2022-07-271h 19The Wide LensNo One Knows NothingIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
Bitcoin's logical fall, why no one understands inflation, why no one is moving to Australia, why financial headlines are frustrating Robert, consumer sentiment and unemployment, and much more.2022-07-061h 05
The Wide LensCapitulation of EverythingIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
Capitulation in crypto, capitulation in stocks, capitulation in bonds, capitulation in tech, forward expected returns from here, global CEO outlook, retail sales, stockpiling of goods, and much more.2022-06-301h 02The Wide LensWhat Recession?In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
The decline in US and Australian loan applications, the RBA's monster rate hike, the prospect of rate cuts, JP Morgan's economic hurricane prediction, global inventories rising which could be deflationary, and why we're not in a recession and probably won't be in the immediate short-term, and much more.2022-06-151h 11The Wide LensHave We Hit The Bottom?In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
Forward returns are looking strong, why inflation turned the corner, Elon says Get Back to Work, property continues to be safe as houses, the economy is bending not breaking, and the US is out of baby formula, and much more.2022-06-081h 06The Wide LensSurely We're in a RecessionIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
Bitcoin is risky business, tech-wreck indicating a recession, parallels to the 1970's, the best performing asset classes for 2022, the state of play in the US (and Australian) property market, and much more.2022-06-0155 minThe Wide LensThat 2000's FeelingIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
Retailers getting crushed, the price of hamburgers, that 2000's feeling, super-charging property, cashed up investors, and much more.2022-05-2558 minThe Wide LensWe've Given Everything UpIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
Earnings season recap, the bull market has ended, rates are exploding, we've given everything up, online shopping, and much more.2022-05-181h 01The Wide LensThis is The Tech WreckIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
The stock market's valuations, the RBA's tough gig, rates are going up so that rates can come down, is this the tech wreck or is this not the tech wreck, Cathie Wood doing God's work, and much more.2022-05-111h 03The Wide LensThe Bull is Shot and WoundedIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
The worst bullish sentiment since 1992, the slowdown in Sydney and Melbourne's property market, the rise of real yields, the bank of mum and dad, past performance is no guarantee of future results, and much more.2022-05-041h 02The Wide LensDon't Abandon Your Bond StrategyIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
We're going back to the office, Hong Kong's property market crash, foreign buyers returning to Australia, why investor's shouldn't abandon their bond strategy, recession risks rising, Tesla and Netflix earnings, and much more.2022-04-271h 03The Wide LensStocks and Bonds Must CrashIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
Stocks and bonds must crash to curb inflation, a recession is on the way, long bonds have crashed - where to from here, used car sales start to decline, listener questions, and much more.2022-04-2051 minThe Wide LensInvestors Had Nowhere to Hide in Q1In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
The death of deglobalisation, investors have nowhere to hide, the most expensive properties in the world, the role infrastructure plays in portfolios (if at all), company profits soaring, and much more.2022-04-1455 minThe Wide LensThe End of an Office EraIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
An end of an office era, the return of shipping delays, the yield curve might just be wrong, rising rates may not be as bad for Aussies with mortgages as what we're hearing, what happens to stocks when rates rise, and much more.2022-04-061h 06The Wide LensThe Recession OracleIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
The expected downturn in Sydney's property market, COVID's market bottom anniversary, has the stock market bottomed, the upcoming recession, rising inventories, active management's struggle, and much more.2022-03-2957 min
The Wide LensThe Massacre in StocksIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
The worst start to the year in stocks, Fed raising rates and what this means for markets, when is the next recession, oil's sharp reversal, bearish investors, the massacre in stay-at-home stocks, and why you can't find baby corn at the Asian grocer.2022-03-221h 02
The Wide LensVolatility of EverythingIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
Do commodity booms precede recessions, investors are actually not yet panicking, volatility spike in everything, a global wheat disruption, Aussie stocks, what Nasdaq bear markets mean for investors, and much more.2022-03-151h 00
The Wide LensModel: Property to Decline 33%In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
Quick corrections in stock markets, house prices will collapse by 33%, the rush to sell property, soaring renovations costs, Russia and financial markets, and a flight to Bitcoin.2022-03-0857 min
The Wide LensConflict, Contradictions, and CorrectionsIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
Why bond outflows matter more than you think, ESG marketing, pullbacks in stocks and bonds, producer prices rising, consumer contradiction, and Russia versus Omicron and what matter more to markets.2022-03-0152 min
The Wide LensPicking Stocks is HardIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
Why picking stocks is hard, investors moving funds to cash, why consumers are in a strong position to withstand rate rises, Disney roaring back, Aussie property, and what geopolitics means for your investments.2022-02-2247 min
The Wide LensWhat Property Bubble?In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:
Australia's housing market, RBA and interest rates, trillion-dollar companies, investor panic, and Meta's biggest one-day loss.
Show Notes
https://www.baharianwealth.com.au/post/the-bursting-of-a-property-bubble2022-02-121h 18
The Wide LensBuy the DipIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: Australian CPI, Bitcoin is not an inflation hedge, explosion in Australia's ETF market, property prices and inventory, extreme movements in stocks, what rate rises means for stocks, and buying the dip.2022-02-051h 10
The Wide LensPain in the NasdaqIn this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: A stock market not driven by 5 stocks, pain in the Nasdaq, Netflix, and Peloton, is the CAPE ratio dead, and predictions for 2022.
Show Notes
https://www.bloomberg.com/graphics/2022-investment-outlooks/2022-01-3157 min
The Wide LensThe Tao of Wealth 3.0 - Debbie Baharian [Wife/Mum/The Boss]My number 1 guest on MII is back, Debbie Baharian. I have interviewed company CEO's, MDs, and Chief Investment Officers, and I have never had as much difficulty as I have to secure this meeting. We talk about financial freedom, beliefs, agendas in life and business, and we talk about why clients come to see us at Baharian Wealth Management.2021-11-1151 min
The Wide LensThe Emergence of Alternative Assets - Koby Jones [The SILC Group]My guest today is Koby Jones, Managing Director of The SILC Group, a specialised investment and lending group, focussing on alternative investments.
In our conversation we discuss the rise of alternatives, the role alternatives play in portfolios, and what investors can expect from alternatives in the future.2021-10-211h 02
The Wide LensRaise The Rates - Richard Quin [Bentham Asset Management]My guest today is Richard Quin of Bentham Asset Management, one of Australia's most respected money managers. During our conversation we discuss inflation and what this means for the economy, interest rates, and investors. We talk about China Evergrande Group and what it really means for the markets and for investors, and why this is not another Lehman Brothers. And we talk about the Australian market, interest rates, the impact on housing, and what Australian investors need to think about.2021-10-141h 00
The Wide LensAn Evergrande Collapse - Andrew Papageorgiou [Realm Investment House]My guest today is Andrew Papageorgiou, Managing Director of the $2B money manager, Realm Investment House. During our conversation today we discuss the China Evergrande Group story and it's impact on Australia and Australian investors, shadow banking, and why investing is so personal, and not a one-size-fits-all.2021-09-3058 min
The Wide LensThe $670M Idea - David Haintz [Shadforth Financial Group (SFG)]My guest today is David Haintz. David took his boutique financial advice business, and with a few others, created Shadforth Financial Group (SFG) and in 2014 monetized for $670M.
During our conversation, we talk about what the best financial and wealth management business are focussing on, the future of wealth management, and what clients need to look out for when engaging a financial adviser.2021-09-231h 03
The Wide LensBringing New Ideas to Life - James Sinclair [Signature Hospitality Group]My guest today is James Sinclair. CEO of Signature Hospitality Group - with brands such as The Sporting Globe, TGI Fridays, All Hands Brewing House, and W.J. Wills Eatery.
In our conversation today, we discuss bringing new ideas to life, the constant growth of those new ideas, systemising processes, and the outlook for the entertainment and F&B industry in Australia.2021-09-1653 min
The Wide LensBae Business - Liam Gostencnik & Tim O'Sullivan [Bae Juice]My guests today are Liam and Tim from Bae Juice. Bae Juice is an Aussie start-up whose products are now stocked all across Australia.
We talk about what it takes to start a business, the overnight success that actually took 10 years, the power of relationships, and why saying yes more than no is actually a good thing.2021-09-0959 min
The Wide LensBets, Odds, and Hindsight - Bhanu Singh [Dimensional Fund Advisors]My guest today is Bhanu Singh - Head of Asia Pacific Portfolio Management at Dimensional. Bhanu is responsible for all portfolios managed out of the Dimensional offices in Australia, Singapore and Japan. He's also Bhanu is a member of Dimensional's Investment Research Committee and serves as a Director for Dimensional Australia. During our conversation we discuss mega cap stocks and their future outlook, the odds of a market correction, marijuana stocks, and more.2021-09-021h 00
The Wide LensInflation, Interest Rates, & The Inevitable Bubble - Tim Farrelly [Farrelly's Investment Strategy]My guest today is Tim Farrelly of Farrelly's Investment Strategy, the first independent, specialist asset allocation research service for investment advisory firms in Australia and New Zealand. In this episode we talk about inflation, whether it's transitory or permanent, interest rates, and what this means for the stock market, property market, and for investors.2021-08-2558 min
The Wide LensFrom Linens to Millions - Dhanush Ganglani [Eden Exchange]My guest today is Eden Exchange investor and Managing Director, Dhanush Ganglani. During our conversation, we talk about scaling businesses, and the ingredients required to go from idea to execution. Dhanush gives us insight into how he helped a family-led business grow to become a global leader in its industry. We also talk about self-reflection and truth as it relates to business, leadership, entrepreneurship, and as people and human beings.2021-08-1845 min
The Wide LensThe Ultimate Investment - Debbie Baharian [Wife/Mum/The Boss]My guest today is meditation guide and my wife, Debbie Baharian. In the final episode for Season 02, we discuss the ultimate investment. We talk about freedom (financial and otherwise), legacy, attachments and beliefs. Debbie catches me off guard with a 90 second meditation, and hints to me that we should be moving into the mountains. We go a lot deeper today than the conventional discussion about investing.2021-07-051h 09
The Wide LensIt's a Brand New World V2.0 - Andrew Papageorgiou [Realm Investment House]My guest today is Andrew Papageorgiou, Managing Director for Realm Investment House, a specialist fixed income money manager based in Melbourne. During our conversation we talk about market mania, the state of play in the Australian economy and property market. We talk about how this feeds into the banks and banking system, and what this ultimately means for investors.2021-06-061h 05
The Wide LensBonds, Bubbles, Bondi - An Economists Viewpoint - David Bassanese [BetaShares]My guest today is the chief economist for one of Australia's largest ETF providers managing AU$17+ Billion, David Bassanese. In our conversation we discuss the collapse in tech names whilst the broader stock market continues to edge higher, we talk about inflation and valuations and what this means for stock market investors. We talk about the Australian property market, and what David really thinks about privatising parts of Bondi beach.2021-05-221h 01
The Wide LensFinancial Markets and Investing in 2021 - Slava Platkov [Dimensional Fund Advisers]My guest today is Slava Platkov. Portfolio manager for the $800 Billion money that no one has ever heard of, Dimensional Fund Advisers. We talk about the value spring bouncing and not breaking, the GameStop saga and how a systematic approach allowed investors to profit from such behaviour in the market, and we also talk about whether or not the traditional stock/bond combination is as powerful as it used to be.2021-05-161h 02
The Wide LensManaging Large Scale Developments - Joseph Polimeni & John Babatsikos [J2 Projects]My guests today are John and Joseph of J2 Projects based in Melbourne. J2 run a project management firm overseeing residential, commercial, and hotel development. J2 have made a real name for themselves over the last 3 years having only established the business in 2017. We talk about what inspires one to set up their own business, how to remain patient, disciplined, how to inspire your staff, give them the opportunity to grow and succeed in their own right whilst maintaining vision of the north star.
We talk about what is going on in the property development space, what's new from a...2021-05-0856 min
The Wide LensBusting Property Market Myths - Ross Palazzesi [Metricon Homes]My guest in this episode is Ross Palazzesi, Managing Director of Metricon Homes, Australia's largest home builder. We discuss the headlines making the papers today as it relates to the property market, and Ross gives us real insight into what is really going on in the market right now - from the people who are building the product, feet on the ground, and dirt beneath their fingernails. We discuss the driving factors and risks in the property market, as well as the long-term prospects for this asset class.2021-04-2952 min
The Wide LensThe Economy, Financial Markets, and Investing - Richard Quin [Bentham Asset Management]My guest today is Richard Quin, CIO and principal of Bentham Asset Management. We discuss the impact of rising interest rates, inflation, and central banks. We discus alternative assets, digital currencies, money laundering, and what all of this means for investors at a time that is super interesting as we take a 180 degree turn from where we were 12 months ago.2021-04-1156 min
The Wide LensThe Bluff: Investment Lesson From a World Poker Champion - Wayne Yap [World Poker Champion]Today I speak with one of the youngest multi-million dollar earning, high stakes poker players. He's played at the highest level in Macau and ranked number 3 in Singapore's all time money list. Poker player turned entrepreneur, investor, and my friend, Wayne Yap. We discuss the similarities between poker and investing. And what lessons investors can learn from poker. Understanding odds, controlling emotion, frustration, making positive expected value bets, cutting out the noise and focusing on your strategy.2021-03-2353 min
The Wide LensLocation, Location, Location - Tom Georgiou [Beckett Property]My guest today is Tom Georgiou, director of Beckett Property, Melbourne's leading buyers advocacy firm. Today we talk about the current market trends, especially since COVID and what's unfolded since, and what Tom is seeing in the property market at the moment. We talk about how to find and source a good property, what to look for - some tips and traps, and we also talk about the art of negotiating a great deal.2021-03-171h 14
The Wide LensValuation & Speculation - Tim Farrelly [Farrelly's Investment Strategy]My guest today is Tim Farrelly, principle of Farrelly's investment strategy - Australia's first independent asset allocation research service for investment advisory firms in Australian and NZ. We talk about lessons from 2020, what is risky and what is not, the role of cash in portfolios, private real estate debt, stocks, bubbles and speculation.2021-03-071h 12
CSN - Der Serie-A-TalkEin Steirer erobert Italien | Robert Gucher (29) im PorträtRobert Gucher (29) ist aktuell einer der torgefährlichsten Mittelfeldspieler in Italiens zweithöchster Spielklasse und scheint in der Form seines Lebens zu sein. Seit 13 Spielzeiten ist der Kapitän des AC Pisa schon im Land des viermaligen Weltmeisters aktiv und hat dementsprechend einiges über seine lange Karriere zu berichten.
Aktuell spielt Gucher für den Tabellenzwölften der Serie B und ist mit fünf Toren und vier Vorlagen hinter Lecces Marco Mancosu (32) der beste Topscorer unter den Mittelfeldspielern. Darüber hinaus scheint die AC Pisa immer besser in Gang zu kommen und ist nun schon seit sieben Spielen infolge ungeschl...2021-01-131h 27
The Wide LensThe Tao of Wealth - Debbie Baharian [Intuitive Healer & Spiritual Guide]Our guest this week, in our final episode for season 1 of Masters in Investing, is Intuitive Healer & Spiritual Guide, Debbie Baharian. When it comes to investing, most of us look to the outside, and we focus on the dollar signs, so this week we wanted to peel the onion back a little and go within. We discuss The Tao of Wealth; money, fear, greed, obsession, meditation, psychedelics and more.2020-12-0140 min
The Wide LensThe Playbook: From Managing Teams to Managing Money - Paul Roos [AFL Legend]Our guest this week is AFL legend and premiership coach, Paul Roos. We talk about Paul's time at the Sydney footy club, what he learnt as a coach, and what he did to put in place a roadmap for a successful footy team. We touch on Paul's time at Melbourne Footy club, the difficulty in getting players to trust him and the game plan. We talk about commentators, the so-called experts as it relates to footy and investing. We discuss having a clear process, game plan, managing emotion, and focussing on the things you can control and not what you...2020-11-2254 min
The Wide LensIt's a Brand New World - Andrew Papageorgiou [Realm Investment House]Andrew Papageorgiou is Managing Partner at Realm Investment House - a specialised money manager focussed on fixed income markets, overseeing in excess of $1 billion in investor funds. Having advised some of Australia's wealthiest families, Andrew has a ton of experience in this sector. In this week's episode we talk about the RBA's decision to cut rates to historic lows, what money printing means for Australia, negative rates, and the impact this has on borrowers versus savers. We discuss the current state of play in the financial system, and what investors need to be thinking about as it relates to personal...2020-11-1548 min
The Wide LensWould You Like Fries With That? - Ed McManus [Deliveroo]Our guest this week is Ed McManus, CEO of Deliveroo Australia. One of the largest food delivery companies in the world.
We discuss the food delivery game and its influence on traditional restaurants. We talk about dark kitchens and the evolution of the food industry. We talk about consumer engagement versus intrusion, technology and marketing, the COVID side hustle, decarbonisation and the evolution of the carbon conscious consumer. We discuss going short Myer and long office pods, and Ed paints the picture of life in 2030, or more like 2023.2020-11-0856 min
The Wide LensBuilding a Visionary Business - Renece Brewster [Visual Domain]Our guest today is Renece Brewster. CEO and Co-Founder of Australia's largest video production company, Visual Domain.
We talk about the rollercoaster ride of an entrepreneur. How to manage speed, quality, and focus in business. We discuss the concept of fans over customers. The big mistakes businesses make as it relates to digital. We discuss thinking with your gut versus your head, patience versus stubbornness, technology for the future and our children, and we discuss the gender divide in tech and in start ups.2020-11-0145 min
The Wide LensAustralia's Property COVID Confusion - Scott Keck [Charter Keck Cramer]Our guest this week is Scott Keck, Chairman of Charter Keck Cramer, Australia's leading property advisory firm. Scott is highly regarded and respected in the property sector, and is engaged as a senior negotiator in complex commercial and statutory issues related to the property market.
We discuss the state of the property market. We talk about what the pundits got wrong about the imminent property collapse, and Scott explains why things will not change in the way most investors think. We discuss the intricacies and complexity of the property and the plethora of inputs into valuation. We talk about markets...2020-10-2557 min
The Wide LensThe Engineering of Financial Solutions - Dr Roger Cohen [BetaShares]Our guest this week is Dr Roger Cohen. Roger is an investor in, and adviser to BetaShares, Australia's leading ETF (Exchange Traded Fund) provider, with a focus on product development. Roger was previously a Managing Director at Deutsche Bank (Sydney & London), where he ran the Europe, Middle East and Africa index trading desk, and helped launch the highly successful DB x-trackers ETF platform.
We discuss the plethora of ETFs on the market, and why ETFs aren't what most people think. We discuss whether ETFs are the new form of stocks that investors trade for speculation. We talk about human behaviour...2020-10-1852 min
The Wide LensFrom Janitor to Philanthropist - Chris Brycki [Stockspot]This week we speak with Chris Brycki, Founder and CEO at Stockspot, Australia's first and leading digital investment adviser.
In this episode we discuss investing versus gambling, what went on in boardroom meetings at UBS on earnings day, the value of robo-advice. We discuss the exorbitant fees super funds charge and subsequent poor performance. We discuss great ideas versus the execution of them. We discuss the concept of janitor to philanthropist, active management in volatile market, and the pros and cons of holding gold in your portfolio.2020-10-111h 04
The Wide LensUnbundling Private Real Estate Debt - Dani Peer [Wingate]This week we speak with Dani Peer, Managing Director of Investor Services at Wingate - a highly respected Melbourne based finance and investment house.
We discuss the private real estate debt landscape, what makes a good deal, what Dani learnt from one of the biggest mistakes that made media headlines, the power of relationships, the scarcity of private real estate debt, and why this asset class is ignore by so many asset allocators and money managers.2020-10-0457 min
The Wide LensA Quantitative's Guide to Investing in the Stock Market - Slava Platkov [Dimensional Fund Advisers]This week we speak with Slava Platkov, Portfolio Manager and VP for the $800 Billion fund manager that no one has ever heard of - DFA - where he oversees and manages $8 Billion of investor money. We discuss systematic and quant based investing, what to look at when valuing companies, we talk about brand value and the impact of intangibles on company balance sheets, and the value of Mickey Mouse to Disney in the 1950s. We talked about the FAANGS of the 1950s and why what we're seeing today is nothing new. And we discussed home bias and the emotional biases...2020-10-0254 min
The Wide LensHow to Choose World Class Companies - Chris Wheldon [Magellan Financial Group]This week we speak with Chris Wheldon, Portfolio Manager of the Magellan High Conviction Fund and Assistant Portfolio Manager on the global equities strategies - overseeing $77 Billion of investor money.
We discuss the selection process of world class companies, we talk about the attributes of successful investors, how skill and luck both play a role in investing, how investors need to think about the post COVID world, and the global opportunity set as it relates to investing.2020-09-3058 min
The Wide LensHypothesising a Post COVID World - Beatrice Yeo [Vanguard]This week we speak with Beatrice Yeo, an Economist for the US$6.2 Trillion money manager, Vanguard. Beatrice is a Chartered Financial Analyst, serves on the global economics team and is responsible for contributing to Vanguard's global thought leadership through research on markets, the economy, and investment strategies.
In this episode we discuss the pandemic shock, the economic recovery, and how China might just be an imperfect example of resuming economic activity. We spoke about the parallels between 1918's Spanish Flu and 2020, and we discuss the wider implications of the pandemic, and what investors could expect in a post-COVID world.2020-09-3050 min
LisnicInterview With AFL Legend Paul RoosNick and Lisa interview AFL Legend Paul Roos and get his thoughts on leadership, culture and how to help your team during a time of crisis.
Special thanks to Robert Baharian from Baharian Wealth Management, Josh Chye of HLB Mann Judd and Akshaya Naronikar of Iridium Private Pty Ltd for the interview opportunity.
Lisnic helps you find the perfect Business and Mind mentor in minutes. Just list your job and Mentors from around the world can bid. All sessions are conducted via video conference through our secure platform, so you can now upskill and change your life anytime, anywhere.
Lisnic...2020-05-0331 min