Earnings season is here and the results are dominating the headlines. But does it matter?  The answer is: maybe.  We tapped the mind of Mathew Hodge, Morningstar's director of equities research, gives insight into what noise we should pay attention to, and why he "generally doesn't care about earnings season." Follow Selfwealth on Instagram here: https://www.instagram.com/selfwealthaus/ Follow Selfwealth on TikTok for video snippets of the podcast: https://www.tiktok.com/@selfwealthaus?lang=en    Important disclaimer: SelfWealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 4 ..read more

"You Make a living by what you earn. You make a life by what you give" Aleks and Glen had a lively chat about Glen's portfolio, his investing (and giving) philosophy, and regretting being too poor and young to capitalise on the GFC. Plus, they get into meaty topics like: Buying weekly Financial advice not being about math and numbers Investing in unlisted companies Making a heap of money in crypto and then selling The 'regrets' fund Giving some, saving some, and spending some Why he doesn't care about his net worth   Buy Glen's book here: https://www.booktopia.com.au/sort-your-money-out ..read more

Betashares recently released a report noting that Australia's ETF industry has broken through the $150 million FUM barrier… so is now a good time to invest? Blair Modica from Betashares joins us to dive into: Why Australians are so invested in ETFs Which ETFs are most popular How preferences have changed over the last five years Betashares' top performing product Read Betashares' Australian ETF review here: https://www.betashares.com.au/insights/etf-review-may-2023/  Follow Selfwealth on Instagram here: https://www.instagram.com/selfwealthaus/ Follow Selfwealth on TikTok for video snipp ..read more

Revenue is down 21.7%, net income down 596%, net profit margin down 734%… so why is their stock up 32.3%?? That's the Barbie effect. In this episode we're diving into Mattel (NASDAQ: MAT) stocks, and the marketing behind the recent surges. It's worked for Mattel, but what companies hasn't it worked for? Rob Marfell and Aleks Nikolic dive into past examples of marketing the stock market and the science behind it, to deduce whether this rally will be sustained. Follow Selfwealth on Instagram here: https://www.instagram.com/selfwealthaus/ Follow Selfwealth on TikTok for video snippets of the podc ..read more

Money can buy happiness — at least if you're spending it correctly. That's a view Kate Campbell from the Australian Finance Podcast explores in her upcoming book: Buying Happiness: Learn to invest your time and money better. In this episode Aleks and Kate talk about: Money talks What singing taught Kate about risk How childhood impacts our finances Reframing finance habits and mini-retirements. Buying Happiness will be out in September, but you can pre-order from Amazon here: https://www.amazon.com.au/Buying-Happiness-Learn-invest-better/dp/1922611816/ and Booktopia here: https://w ..read more

BlackRock and Vanguard have more funds under management than most countries make in annual GDP. They're the biggest shareholders in Apple, Tesla, Microsoft, and nearly every other major company or hedge fund you've ever heard of, so it makes sense that some people claim they control the world… until it doesn't. In this episode, Rob and Aleks debunk the BlackRock conspiracy theory, while shedding light on one 'conspiracy' that's actually true — at least in part.    Follow Selfwealth on Instagram here: https://www.instagram.com/selfwealthaus/ Follow Selfwealth on TikTok for video snipp ..read more

Selfwealth offers 12-page stock reports produced by Refinitiv.  These reports dive into forecasting, previous performance, and peer reviews. They even give you insight into whether analysts think the stock is a buy or a sell.  But how do you actually read them? In this episode Rob from Selfwealth peppers Alex with questions on how to interpret the ratings, and why BHP and CBA aren't both listed as a buy regardless of similar metrics.   Follow Selfwealth on Instagram here: https://www.instagram.com/selfwealth.com.au/?hl=en Follow Selfwealth on TikTok for video snippets of the pod ..read more

As far as AFL players go, Chris Judd is about as decorated as the Sistine Chapel. Brownlow medalist, Grand Final winner, Leigh Matthews MVP, voted Best Captain by his peers. What many don't know, through is that he's also been investing since early in his career, and is on the verge of launching his own investment fund. In this episode, he joins us to talk about his investment philosophies, including: Investing his first pay cheque His views the art of selling What his fund's asset allocation will be Whether he thinks we're going into a bear or bull market What research aided his investment e ..read more

Would you prefer a 'green' portfolio or a green world? In the the last of our two-part series on decarbonisation's investment opportunities we examine the difference. Last time we set the scene for the problem and context, and in this episode we're talking about the investment.  Kate covers her history talking with companies about the investment opportunity, and how long it's taken some of them to come around. She also provides insight into some big names that we might not think usually associate with a green future, and the big roles they're likely to play in saving the planet.  &nb ..read more

Welcome to our first two-part episode! When we cut the mic after our last chat with ex-Fidelity portfolio manager Kate Howitt, we learnt of her passion for decarbonisation — and the huge investment opportunity it presents.  Her insights were too good to leave off-air so we've got her back to talk all about it.  In this episode, we'll set the scene with the decarbonisation problem with a little context around things that individuals and companies are able to do.  Then next week we'll be back expanding on how investors can profit off what will be the biggest thematic of our lifeti ..read more