Synopsis
I interview industry experts so you'll learn what to do, what to ask and - ideally - how not to lose money.I'm just like you I want to make money from the stock market but I find the terminology confusing. I want to be able to make informed decisions. Let's learn together on Shares for Beginners.Shares for Beginners is for information and educational purposes only. It isnt financial advice, and you shouldnt buy or sell shares based on what youve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesnt replace professional advice regarding your personal financial needs, circumstances or current situation.
Episodes
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Bonus Episode, Gemma Dale - Your Wealth
13/10/2020 Duration: 25minI also make a podcast for the Australian Shareholders' Association called The Equity Investor Journey, although we are looking to rename it to something a little catchier. This is an episode that I recorded with Gemma Dale from Nabtrade and the Your Wealth Podcast. I thought you may enjoy our discussion and especially insights into Robin Hood trading and the contrastingly sensible investing behaviour that she has observed here in Oz. Yet again we can congratulate ourselves on being proud Aussies.Got something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here.
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Graham Hand from Firstlinks - Low-cost ETF portfolios
08/10/2020 Duration: 32minListener Seb Armstrong sent me a question about exploring "...portfolio construction. Stocks, ETF’s, bonds, cash, property etc have all been discussed, but how should one balance these depending on their objectives?” Thanks Seb. I receive many questions from listeners about how to construct a balanced ETF portfolio so invited Graham Hand on from Firstlinks about a portfolio that mirrors the investments of Australia's sovereign wealth Future Fund.Big ups to listener Ric Fleischer - sorry you had to wait so long for this episode, I know you like to hear it on your Thursday evening walk to the pub.Graham has accrued 42 years' experience working in financial markets beginning with the Commonwealth Bank in 1976 where he headed New Issues before becoming General Manager, Capital Markets. From 1988, he was Deputy Treasurer at the State Bank of New South Wales, and from 1995, he was Managing Director, Treasury at NatWest Markets Australia.Sharesight is the best portfolio tracking tool in the known universe - and they
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Robert Francis - eToro
28/09/2020 Duration: 31minRobert is the Managing Director of eToro a platform that aims to remove barriers and make online trading and investing more accessible to the everyday user. It’s also about zero fees and learning about investing by social trading. He was the first hire of the company in Australia back in 2017. Having rapidly grown since its inception they have over 50 employees in Australia. eToro is on the cutting edge of wealth management with over 13 million worldwide active users. Prior to joining eToro Robert accumulated over twenty years’ experience working in financial markets in areas as diverse as option markets and foreign exchange.We discussed:· Tips for investors starting out· Finding investments in everyday life· How to use the demo account· Protecting investors from themselves· Follow and copy Trading· The Editor’s Choice Investors/TradersLink to the blog post https://www.sharesforbeginners.com/blog/etoroLink to Guest website: https://www.etoro.com/Got something to say? Join the discussion on Facebook - https://
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Daniel Reyes - Vanguard Investments
16/09/2020 Duration: 32minFocus on the things that you can control - Jack Bogle. My guest today is Daniel Reyes is Head of Investments, and Head of Investment Strategy Group, Asia-Pacific at Vanguard Investments. This interview is solid gold for anyone interested in ETFs. His explanations are calm and crystal clear. I know you'll enjoy listening. The interview was recorded for a US market but it will mostly make sense to sun-bronzed Aussies. Mutual Funds = Managed Funds, for example.Link to the blog post https://www.sharesforbeginners.com/blog/reyesLink to Vanguard: https://www.vanguardinvestments.com.au/au/portal/homepage.jspGot something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only
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Andrew Page from Strawman - What's a Spiffy-Pop?
07/09/2020 Duration: 43minOn the first day of spring, Andrew and I sat down for our first ever Shares for Beginners Facebook Live. It was enjoyable to answer questions live and meet some of you. For those who missed it, this is an edited highlight reel of the chat.Andrew has so much investing knowledge and loves to geek out on Annual Reports. He provides clear, simple investing tips that will help all of us. We also take a deep dive into two companies - Nanosonics (ASX:NAN) and Pointerra (ASX:3DP). Great practical examples that have been very rewarding for the Strawman community."HEADS I WIN, TAILS I DON'T LOSE TOO MUCH"Strawman is an on-line investing club that is dedicated to improving thinking about share research. Ideas are shared without ego, anger or pumping. It's about putting your thoughts down in writing to clarify and crystalize the thinking behind your investment thesis which can be shared and peer-reviewed on Strawman.Link to the full Facebook Live video: http://shorturl.at/aqD19Link to Strawman: https://strawman.co
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Ilan Israelstam - Investing in Cybersecurity
21/08/2020 Duration: 33minHow do you profit from crime without risking a lengthy prison sentence?Ilan IIsraelstam is the co-founder of ETF provider Betashares. He joined me to discuss ETFs and in particular the HACK cybersecurity ETF. We discussed his business history from DJ services through to global strategy. He's a very smart guy and a lovely guest. There's some great lessons here for the beginner investor and an overview of a thematic ETF linked to secular growth. Don't worry if that sounds complicated, we explain those terms in this episode.Link to the blog post https://www.sharesforbeginners.com/blog/hackLink to Guest website: https://www.betashares.com.au/Got something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/ Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial.The company and/or guest
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Simply Fred
11/08/2020 Duration: 41minFred Schebesta is the co-founder & CEO of Finder and crypto brokerage firm Hive-X. He's a thought leader, promoter, joker and all-round dude. It was excellent to sit down with Fred for a wide-ranging discussion about: How the world has changedInvestment trendsFollowing the FounderTrading vs InvestingLesson learnt on the floor of the NYSECryptocurrenciesConsumer Data RightsAdvice for investors just starting outLink to the blog post https://www.sharesforbeginners.com/blog/fredLink to Guest website: https://www.finder.com.au/Got something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/ Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investment
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Vic Jokovic - CEO of Chi-X
27/07/2020 Duration: 34minVic Jokovic was appointed as CEO to Chi-X Australia in January 2018. He previously spent 26 years at Deutsche Bank, most recently as co-head of global markets for Australia & NZ, before departing in April 2017. Prior to leading global markets, he held several key executive roles at Deutsche Bank including; head of debt & equity sales for the institutional client group, and head of cash equities & derivatives.I really enjoyed this chat with Vic who is a real down-to-earth guy who his happy to share his knowledge and expertise.Link to the blog post https://www.sharesforbeginners.com/blog/chi-xLink to Guest website: https://www.tracrs.com.au/https://www.chi-x.com.au/Got something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/ Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day fre
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Emilie O'Neill - Doing Good While Doing Well
17/07/2020 Duration: 33minEmilie O’Neill is the ESG and Equities analyst of the eInvest Future Impact Small Caps Fund (Managed fund) (Code: IMPQ) , which is an Active ETF focusing on smaller companies that are making a positive contribution towards a sustainable future. Emilie takes us through the jargon around ethics, sustainability and ESG, and why smaller companies are best positioned to invest in this way. We discussed a day in the life of a professional investor in the small caps end of the equity market and are introduced to her fund, IMPQ.Link to the blog post https://www.sharesforbeginners.com/blog/emilieLink to Guest website: https://einvest.com.au/sharesforbeginners/Got something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial.The company and/or
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Kylie Purcell - Micro-Investing
07/07/2020 Duration: 28minHow to start investing with as little as five dollars. I'm joined by Kylie Purcell from comparison site Finder. We discuss 3 options that will help you to begin investing. We discuss:RAIZSpaceshipCommsec PocketVanguard InvestorLink to the blog post https://www.sharesforbeginners.com/blog/finderLink to Guest website: https://www.finder.com.au/author/kyliepurcellGot something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/ Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice rega
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Michael Dee - No Room for Gloom
22/06/2020 Duration: 32minMichael Dee is the CEO and founder of Pythagoras Investing. This episode was recorded on Tuesday June 2, 2020 and Michael gives his overview of economic and share market recovery - which won't necessarily be synchronised. This interview came about after 2 conversations. During the recent COVID lockdown I was speaking with Evan McQuire who was unremittingly gloomy about the economy and therefore the effects on markets. Straight after I spoke with Michael who is not so negative, explaining why he thinks that markets and the economy are not necessarily going to move in the same direction.Link to episode blog post https://www.sharesforbeginners.com/blog/pythagorasLink to Michael's website: https://www.pythagorasinvesting.com/sfb/Got something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/ Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premiu
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Dr Bianca Ogden - Platinum International Health Care Fund
12/06/2020 Duration: 31minHow does a virologist become a fund manager? What can a scientist bring to investment markets? The biggest stock on the Australian market is in health care - CSL. This sector has hit the news recently for obvious reasons. It's an area that merits further study for those keen to learn about markets. We're all health care consumers in one way or another and the sector covers everything from health supplements to novel drug developments, devices, hospitals and the big pharma companies. Bianca joined me to talk about this sector and her 3-D view of the industry.Link to the blog post https://www.sharesforbeginners.com/blog/ogdenLink to Guest website: https://www.platinum.com.au/Our-Products/All-Products/Platinum-International-Health-Care-FundGot something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/ Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an
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Matt Joass - Maven Funds Management
02/06/2020 Duration: 31minSome people invest in managed funds, some work as a fundie. A few brave souls create their own fund from the ground up. In this episode we hear from Matt Joass as he shares his insights into the inner workings of the industry, fast-growing kiwi start-ups and traps to watch out for. Matt’s ideal investment is a small, fast-growing business, that is capital-light, with demand- and supply-side competitive advantages, high returns on incremental invested capital, little analyst coverage, deeply aligned management (typically founders), and that are top-dogs or first-movers in an emerging and important industry. Lastly, the company must be trading at a discount to Matt’s estimate of intrinsic value.Link to the blog post https://www.sharesforbeginners.com/blog/mavenLink to Maven Funds Management - https://www.mavenfunds.com.au/Got something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/Before investing in any financial product you should read the Product Disclosure Stat
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Bonus Episode: Welcome to The Equity Investor Journey
22/05/2020 Duration: 20minI've partnered with the Australian Shareholders' Association to create a new podcast - The Equity Investor Journey. Here's an episode that I think you will enjoy by way of introduction. The ASA is a fantastic organisation that lobbies for the interests of shareholders as well as providing a wealth of investing education.This episode features Steve Mabb, a successful businessman turned full-time investor and now an ASA company monitor. In this episode he talks about how he uses ASX-listed ETFs to gain exposure to companies that aren’t listed directly on the Australian Stock Exchange (ASX).Our stock market is currently dominated by miners and banks. Great companies for sure — but unlikely to exceed the pace of growth of some of the “new economy” companies listed overseas in the years and decades ahead. As an Australian investor who wants exposure to international technology and real diversification, Steve describes the ETFs that he has invested in to widen his international exposure.Here's a link to the blog po
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Mark Tobin - Coffee Microcaps
14/05/2020 Duration: 33minMark Tobin has been passionate about finding "undiscovered" microcap stocks ever since he began his career as an equity analyst in Sydney. He's been hooked on uncovering these hidden gems and following their story and evolution. In spite of his obvious non-Australian accent and calling from South Africa, Mark has his finger firmly on the pulse of the smallest end of the ASX. He was a pleasure to chat with and I hope to get him back on. I still have so many questions and we only had a limited time to chat.Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast d
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Andrew Cornejo - Hazer Group
03/05/2020 Duration: 22minI think a lot of people are becoming tired of the constant news about "The Virus" and the effects on the markets. That's why I needed a change of pace. A refresher, if you will. I wanted to go back to first principles and show an example of what the share market is really all about - the allocation of capital to fund innovations that may change the way we do things and make all our lives better.That's why I've been wanting to interview Andrew for a while. He's the Chief Technology Officer and founder of Hazer. Here's an example of a company developing a disruptive technology in the industrial sector. In an era of decarbonisation, Hazer is developing processes that can take carbon out of the system and store and transport renewable energy.The blog post - https://www.sharesforbeginners.com/blog/hazerHazer web-site - https://www.hazergroup.com.au/Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an
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Evan McQuire - Ear to the Market, Wednesday April 15
19/04/2020 Duration: 20minEvan McQuire appeared in the second ever edition of Shares for Beginners. He's joined us again to talk about his views on the current market situation.Blog post for this episode: https://www.sharesforbeginners.com/blog/evanMF&Co, Evan's brokerage firm: https://mfam.com.au/Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio.
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Julian McCormack - Platinum Asset Management
02/04/2020 Duration: 21minRecorded remotely on Tuesday March 31 at 1pm with Julian McCormack, an investment specialist at Platinum.Julian is a contrarian investor who has been saying for over a year that we were reaching the end of a cycle of calm in share markets. As he says, we can't predict what the catalyst will be for a downturn but there will be one eventually. And here we are.Platinum is an Australia-based investment manager that focuses on one asset class – providing portfolios of listed companies from around the world. Platinum seeks out companies whose true worth and prospects are yet to be fully recognised by the market.https://www.platinum.com.au/Episode blog at: https://www.sharesforbeginners.com/blog/platinumSharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t
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Steve Bull - March 24, 2020
25/03/2020 Duration: 23minAnother corona edition. During this period I’m concentrating on current events and trying to keep you updated with a range of views from a number of angles. My guest today is Steve Bull from ETF Watch and TOMORROW Super.Here's a link to the blog post https://www.sharesforbeginners.com/blog/etf-watchWe're talking about accessing super, buying opportunities, discounted LICs that may present opportunities and lessons learnt from the GFC.https://www.etfwatch.com.au/https://www.tomorrowsuper.com.au/Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t repl
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Rob Gilmour - Market Update Recorded March 18, 2020
19/03/2020 Duration: 26minLooking beyond the noise - with a special bonus bark of optimism from Bear the Studio Pooch.Market update recorded at 9am March 18, 2020. Should you be edging back into the market now? Maybe, maybe not. Picking the bottom is impossible and if you wait for the coast to be clear, markets will have already taken off. There are no easy answers.Rob Gilmour was my guest on the first ever episode of Shares for Beginners. He kindly dropped in to share his thoughts on the current market turmoil and some optimism about the future.Blog post here - https://www.sharesforbeginners.com/blog/stay-safeSharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or c