Season 2, Episode 15 In this week's Wealth of Experience podcast, we have Peter Warnes on ASX opportunities for 2024, East 72's Andrew Brown on why he likes owners with 'skin in the game', including English soccer giant, Manchester United, and VanEck's Jamie Hannah explains the increasing popularity of smart beta ETFs and funds.  ..read more

Season 2, Episode 14 Richard Rauch, Investment Director at Brandywine Global, gives a fascinating tour of the global economic landscape. He says economic normalisation post Covid is almost done, the inflation scare is over and there's even the possibility of deflation happening in the US in future. Rauch believes that as the economic cycle extends, the odds are increasing that the US, and the world, has a hard economic landing. Duncan Burns, Asia Pacific CIO at Vanguard, says investors are too hung up on beating the marketing and sticking to a simple, long-term strategy can deliver hassle-fre ..read more

Season 2, Episode 13 Our first special guest is Steven Bennett, CEO of Direct Property at Charter Hall. He oversees $10 billion of unlisted property. The past 12 months has seen Australian commercial property go through its toughest period since the GFC, but Steven says this isn't another GFC. He doesn't shy away from the challenges in property though he thinks now is a time to be buying undervalued listed and unlisted property. Our other special guest also comes from the world of private assets, albeit a different segment. Rainer Ender is the Global Head of Private Equity at Schroders, where ..read more

Season 2, Episode 12 Special guest Matt Williams, Head of Australian Equities at Airlie Funds Management, explains the investment approach that's resulted in his firm having market-leading returns. And he details recent investments, including in two 'fallen angels', ResMed and Orora. Our other special guest is Joe Cavatoni, Market Strategist at the World Gold Council. Joe describes they key drivers for gold, its future prospects, as well as the rise of digital gold and its potential to transform the industry. Finally, regular guest Peter Warnes from Your Money Weekly looks at why rates will ..read more

Season 2, Episode 10 James Gruber looks at how investors are saturated with market commentary: overweight this, underweight that, or ride this long-term theme. The hardest thing is often too resist all of that and do nothing. Yet this may be the best way to build wealth in a simple, systematic way. Firstlinks’ Managing Editor, Graham Hand, also joins us to explain how many people are needlessly paying tax by not starting a super pension.  And Morningstar's Peter Warnes is our resident 'uber bear'. He's turned more negative on the market outlook and is predicting a global recession by mi ..read more

Season 2, Episode 9 Special guest Noel Whittaker, best-selling author and personal finance guru, offers his key tips for making the most of your retirement. He discusses the mistakes that people make with SMSFs, why super remains a good vehicle for retirees, how estate planning is a "minefield", and the financial traps to avoid with aged care. Firstlinks’ Managing Editor, Graham Hand, also joins us to explain why more listed investment companies should close as well as the intriguing battle between Magellan and shareholder activist Nick Bolton. And Morningstar's Peter Warnes is back from a b ..read more

Season 2, Episode 8 Special guest Rudi Minbatiwala, Head of Equity Income at First Sentier, explains why he thinks buying high-yield, dividend-paying stocks is a flawed way to get consistent income from the ASX. He reckons there are better strategies , which he runs through today. For a different perspective on the investment world, our other special guest is Anne Marie Bernard, the senior director of HR at MFS Investment Management. Anne Marie tells us of the best ways that investment firms can incentivize fund managers, how to prevent star stockpickers from jumping ship, and how the concept ..read more

In this week's episode, we welcome special guest, Ophir Asset Management Founder and Senior Portfolio Manager, Andrew Mitchell. Recently, Ophir celebrated the 10-year anniversary of its Opportunities Fund, which has returned more than 21% since inception. Andrew shares the lessons learned running the fund, the key rules of investing, some of the fund’s winners and losers, as well as where to find value now. As usual, Firstlinks’ Managing Editor, Graham Hand, also joins us, this time to go the Intergenerational Report and possible targets to address intergenerational equity. And our other regul ..read more

In this week's episode, we welcome special guest, Platinum Asset Management CEO, Andrew Clifford. There are few countries more hated by investors than China and that's piqued Andrew's interest. He sees opportunities in stocks with major tailwinds such as the world's leading EV battery maker and the 'UPS of China', as well as deep value in much maligned Chinese property developers. He also thinks Japan is one of the world's best equity stories over the next five years due to recent improvements in corporate governance. However, Andrew's not so enamoured with the outlook for US stocks. Regular g ..read more

In this week's episode, we welcome special guest, John Abernethy. John is the Founder and Chairman of Clime Investment Management. He's seemingly done it all across 40-plus years in investing, from managing multi-asset portfolios, to venture capital, and now overseeing a sizeable investment portfolio and financial advice business. John tells us that super funds aren't admitting to their biggest problem: having too much money is driving them into alternative assets. In a broad-ranging interview, he also outlines why bonds aren't great value right now and Aussie equities look good in comparison ..read more