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Episode | Date |
---|---|
117: Geopolitics with Alan Dupont – Tech wars, Geoeconomics and the Mag 7
|
Aug 18, 2025 |
116: Igneo Infrastructure Partners' Danny Latham – Infrastructure 2.0, Waste to Energy and Transition Assets
|
Aug 04, 2025 |
115: Gain Line Analytics' Ben Darwin – Performance Analytics, Team Cohesion and The Wallabies
|
Jul 14, 2025 |
114: Bellmont Securities' Michael Block – The Michael Block Roadmap to Investing
|
Jun 30, 2025 |
113: FCLT's Eduard van Gelderen – Long Term Investing, Concentrated Portfolios and Decarbonisation
|
Jun 04, 2025 |
112: Fulcrum's Suhail Shaikh – Absolute Return Investing, Market Timing and The Role of Luck
|
Apr 29, 2025 |
111: ART's Michael Weaver – The Role of Real Assets in a Pension Portfolio
|
Apr 02, 2025 |
110: Allspring Global Investment's Jamie Newton – Is Now The Time to Add Duration?
|
Mar 04, 2025 |
109: Is DeepSeek What It Promised To Be? – Will Liang Explains New AI Model
|
Feb 12, 2025 |
108: Victory Park Capital's Brendan Carroll – Private Credit, Asset-backed Lending, ChatGPT
|
Jan 02, 2025 |
107: Scott Donald on Governance and Member Meetings
|
Dec 19, 2024 |
106: Tuckwell Family Office's Craig Dandurand
|
Nov 18, 2024 |
105: T. Rowe Price's Jessica Sclafani
|
Oct 25, 2024 |
104: State Super's John Livanas
|
Oct 08, 2024 |
103: Janus Henderson's Matt Culley
|
Sep 03, 2024 |
102: Qantas Super's Andrew Spence
|
Jul 30, 2024 |
101: ECP's Damon Callaghan and Sam Byrnes
|
Jul 02, 2024 |
100: Private Equity Co-investments with Neuberger Berman
|
Jun 04, 2024 |
99: Global Equities with Janus Henderson
|
Apr 30, 2024 |
98: Artificial Intelligence in Wealth Management
|
Apr 17, 2024 |
97: Talking Leadership with Felicity Walsh
|
Apr 02, 2024 |
96: T Rowe Price's Maria Elena Drew – Towards Net Zero Portfolios
|
Mar 05, 2024 |
95: CAIA's John Bowman – Alternatives, ESG and TPA
|
Feb 28, 2024 |
94: ART's Andrew Fisher on Scale
|
Jan 30, 2024 |
93: NextEnergy Capital's Mike Bonte-Friedheim
|
Jan 02, 2024 |
92: Benefit Street Partners' Mike Comparato
|
Dec 05, 2023 |
91: Celebrating 20 Years of NZ Super
|
Nov 23, 2023 |
90: Janus Henderson 2023 Australian Insurance Report
|
Oct 31, 2023 |
89: Michael Kollo on Artificial Intelligence
|
Oct 17, 2023 |
88: HMC Capital's David Di Pilla
|
Oct 03, 2023 |
87: Janus Hendersons' Thomas Haugaard – Emerging Market Debt
|
Aug 31, 2023 |
86: Deloitte's Craig Roodt – APRA, performance test and good governance
|
Aug 01, 2023 |
85: PGIM's Jakob Wilhelmus on Food Security
|
Jul 04, 2023 |
84: Lighthouse Infrastructure's Peter Johnston
|
May 22, 2023 |
83: David Brown – Unlisted Assets and Cook Islands Super
|
May 02, 2023 |
82: ChatGPT_Machine Learning and Venture Capital
|
Apr 04, 2023 |
81: TCorp's Tanya Branwhite – Total Portfolio Approach and Diversification
|
Feb 28, 2023 |
80: Mine Super's Sean Anthonisz – academia, quants and loose graphs
|
Jan 31, 2023 |
79: Dr Warren McKenzie on Nuclear Fusion
|
Jan 04, 2023 |
78: ART's Ian Patrick - Merger, Internalisation and Decarbonisation
|
Nov 29, 2022 |
77: Maple Brown Abbott's Geoff Bazzan
|
Nov 01, 2022 |
76: Allspring's Henrietta Pacquement
|
Oct 04, 2022 |
75: Behavioural Finance Australia's Simon Russell – Equities, Selling Discipline and Biases
|
Aug 30, 2022 |
74: Janus Hendersons' David Elms – Hedge funds, Factor Strategies and Protection
|
Aug 02, 2022 |
73: PERSI's Bob Maynard – Retirement and Reflections on Career
|
Jul 18, 2022 |
72: Federated Hermes' Caroline Cantor – Biodiversity
|
May 31, 2022 |
71: Digital Assets with Nick Abrahams
|
May 10, 2022 |
70: World Gold Council's John Reade – Gold as a Long Term Asset
|
May 03, 2022 |
69: Stewart Investors' Pablo Berrutti - Bottom Up Sustainability
|
Apr 05, 2022 |
68: Future Fund's Sue Brake – 15 Years of the Future Fund
|
Mar 01, 2022 |
67: Janus Henderson's Hamish Chamberlayne – sustainable investing & technological reliance
|
Feb 01, 2022 |
66: Gilmour Space's Adam Gilmour – The Industry of Space, Insto Interest and Chinese spies
|
Jan 05, 2022 |
65: UniSuper's John Pearce – inhouse management, performance test and China
|
Nov 30, 2021 |
64: Vontobel's Matt Benkendorf – Investigative Journalism, Quality and Divestments
|
Nov 02, 2021 |
63: Janus Henderson's Daniel Graña – Regulatory Reform in China, Top Down Analysis and Cuba
|
Oct 05, 2021 |
62: Hearten Up's Joel Clapham
|
Sep 28, 2021 |
61: AustralianSuper's Alistair Barker – asset allocation, YSYF and Disruption
|
Aug 31, 2021 |
60: MFS's Ward Brown - Emerging Market Debt, the IMF and Geopolitics
|
Aug 03, 2021 |
59: Lazard AM's Steve Wreford – Thematic Investing and Non-Linear Structural Change
|
Jun 29, 2021 |
58: QMA Wadhwani's Dr. Sushil Wadhwani – monetary policy, systematic macro and the pandemic
|
Jun 01, 2021 |
57: HESTA's Daniela Jaramillo – Energy Transition, Social Stranded Assets and Systemic Risk
|
May 04, 2021 |
56: Cbus' Nicole Bradford - Net zero 2050, SDGs and Greenwashing
|
Mar 30, 2021 |
55: Trillium's Matt Patsky – Trump, Facebook and Fiction in Media
|
Mar 02, 2021 |
54: Professor Deep Kapur – Crises, Machine Learning and Lehmans
|
Feb 02, 2021 |
53: Sunsuper's Andrew Fisher – Asset Allocation, Pandemic and Retirement Products
|
Nov 17, 2020 |
52: Northern Trust AM's Michael Hunstad – Unintended Equity Risks
|
Nov 03, 2020 |
51: MMT's Bill Mitchell - Unemployment, Surpluses and Investments
|
Sep 29, 2020 |
50: PRI's Nathan Fabian - Climate Risk Pricing
|
Sep 01, 2020 |
49: Blackrock's Stephen Laipply – Fixed Income ETFs
|
Aug 04, 2020 |
48: Research Affiliates' Rob Arnott - The Value Factor
|
Jun 30, 2020 |
47: PineBridge's Michael Kelly - Where to go active and where passive
|
Jun 02, 2020 |
46: TCorp's Stewart Brentnall - TCorp, partnerships and the Canadian Model
|
May 05, 2020 |
45: JP Morgan's Bob Michele - Yield inversion, Gold and Cryptocurrencies
|
Mar 31, 2020 |
44: Intech's Adrian Banner - The Stochastic Portfolio Theory and Klezmer music
|
Mar 03, 2020 |
43: IEEFA's Tim Buckley - Climate Risk, Stranded Assets and the Energy Transition
|
Feb 04, 2020 |
42: TCorp's Greg Cooper - Problems of Public Markets, Active management and Venture Capital
|
Dec 17, 2019 |
41: VMLH's Vijoy Chattergy - Crisis Risk Offset, Complexity and Governance
|
Nov 19, 2019 |
40: Frontier Advisor's Fiona Trafford-Walker - Manager Selection and Value Investing
|
Oct 15, 2019 |
39: Ned Davis Research - Rules of Research and the Inevitable Mistakes
|
Sep 17, 2019 |
37: Acquirer Funds' Tobias Carlisle - Quantitative Value, Deep Value and Concentration
|
Aug 13, 2019 |
36: GMO's Lucas White - Climate Change, Energy and the Low Carbon Economy
|
Jul 17, 2019 |
35: Neuberger Berman's Michael Recce - Data Science and Winning Companies
|
Jul 02, 2019 |
38: Promethos' Ivka Kalus - Women Investors, Responsible Investing and Millennials
|
Jun 18, 2019 |
34: MarketFox's Daniel Grioli – Decision Making, Emotions and the Psychology of Investing
|
Jun 04, 2019 |
33: Gus 'Mr. Index' Sauter - Vanguard, Jack Bogle and Sunsuper
|
May 14, 2019 |
32: Simon Russell - Behavioural Finance and Artificial Intelligence
|
Apr 30, 2019 |
31: Castran Gilbert's Paul Castran - Real Estate Tricks and Surviving Crises
|
Apr 16, 2019 |
30: Pzena's Rich Pzena - Value Investing, Tech Disruption and Incumbents
|
Apr 02, 2019 |
29: ANU's Geoff Warren - Equity fund capacity, long term investing and insourcing
|
Mar 19, 2019 |
28: JANA's John Coombe - Impact of Choice, Consultants and Investment Philosophy
|
Mar 05, 2019 |
27: Thinking Ahead Group's Tim Hodgson - Systemic Problems and the Future of Asset Management
|
Feb 19, 2019 |
26: MFS's Mike Cantara - ESG, Screening and Sin Stocks
|
Feb 05, 2019 |
25: Fidelity's Alva Devoy - Molecular Engineering, Robo Advice and Retirement
|
Jan 15, 2019 |
24: Abnormal Returns' Tadas Viskanta - Education and the Early Days of Blogging
|
Dec 19, 2018 |
23: Research Affiliates' Rob Arnott - Factor Timing, Cliff Asness and Value Factor
|
Dec 04, 2018 |
22: India Avenue's Mugunthan Siva - Indian Stocks, Modi and Reforms
|
Nov 14, 2018 |
21: Future Fund's Stephen Gilmore - Bail Outs, the Future Fund and Tajikistan's War Lords
|
Oct 30, 2018 |
20: Finder's Fred Schebesta - Crypto Exchanges, Banks and Currencies
|
Oct 17, 2018 |
19: Thorney's Alex Waislitz - Micro Caps and the Trappings of Investing
|
Oct 02, 2018 |
18: Rob Prugue - Internalisation, Outsourcing and Mental Health
|
Sep 18, 2018 |
17: Willis Towers Watson's Sue Brake - Governance and the Real Cost of Poor Culture
|
Aug 29, 2018 |
16: Research Affiliates' Mike Aked - Australian Office, CAPE Ratios and Simplicity
|
Aug 14, 2018 |
15: Newfound Research's Corey Hoffstein - Style Factors and Investment Risk
|
Aug 01, 2018 |
14: Parametric's Raewyn Williams - Taxation Myths and Investing
|
Jul 18, 2018 |
13: William Blair's Brian Singer - Mean Reversion, Gary Brinson and DAA
|
Jul 04, 2018 |
12: Pzena's Allison Fisch - Value Investing and Emerging Markets
|
Jun 20, 2018 |
11: Jack Gray - GMO, Probability and Jeremy Grantham
|
Jun 05, 2018 |
10: Intelligent Investor's Jason Zweig - Value Investing Today and Benjamin Graham
|
May 14, 2018 |
9: O'Shaughnessy AM's James P O'Shaughnessy - Quantitative Investing
|
May 02, 2018 |
8: PERSI's Bob Maynard - Asset Allocation and the Magic of NZ Super
|
Apr 10, 2018 |
7: Copper Rock's Denise Selden - Being a Women on Wall Street 60 Years Ago
|
Apr 02, 2018 |
6: Finder's Fred Schebesta - Blockchain, Crypto and Online Marketing
|
Mar 13, 2018 |
5: GMO's Jeremy Grantham - Mean Reversion, Trumponomics and EM
|
Mar 06, 2018 |
4: Clover's Harry Chemay and Sahil Kaura - Robo Advice
|
Feb 13, 2018 |
3: KPA Advisory's Keith Ambachtsheer - Governance, the Future Fund and the Canadian Model
|
Nov 21, 2017 |
2: Principal Global's Jim McCaughan - Digital Disruption
|
Nov 02, 2017 |