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| Episode | Date |
|---|---|
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Diversification hasn’t disappeared. It’s evolving.
|
May 26, 2026 |
|
It’s uncomfortable to be in quality right now
|
Apr 15, 2026 |
|
What the growing IPO pipeline in Asia is telling investors
|
Mar 26, 2026 |
|
Navigating a multipolar world
|
Feb 16, 2026 |
|
2026 Outlook: Rotations, resources and re-ratings
|
Dec 16, 2025 |
|
Open AI, Amazon, NVIDIA: Bubble or breakthrough?
|
Nov 12, 2025 |
|
Asia: From factories to tech powerhouse
|
Oct 03, 2025 |
|
BONUS | Australia's banking giant: Why CBA continues to lead
|
Sep 05, 2025 |
|
Reporting season recap: Decoding market dispersions
|
Sep 04, 2025 |
|
Beyond human bias: The systematic advantage
|
Aug 14, 2025 |
|
Asia vs the world: Why liquidity could shift East
|
Jul 16, 2025 |
|
CIO Outlook: The global rewiring is underway
|
Jun 19, 2025 |
|
Bonds are back: The Fed may cut more than you think
|
May 23, 2025 |
|
The end of US exceptionalism: Myth or reality?
|
Apr 27, 2025 |
|
Is it time to be more bullish on emerging markets?
|
Mar 31, 2025 |
|
The most volatile reporting season yet?
|
Mar 09, 2025 |
|
How could Australia's mining industry be impacted by tariffs and the repeal of the IRA?
|
Feb 26, 2025 |
|
Japan's market revolution: From deflation to inflation
|
Jan 15, 2025 |
|
Outlook 2025: In tech we trust
|
Dec 17, 2024 |
|
Trump wins: Tariffs, inflation and the road ahead
|
Nov 08, 2024 |
|
Australia's Magnificent Six?
|
Oct 15, 2024 |
|
Unpacking reporting season: Is tech the answer to rising costs and productivity concerns?
|
Sep 05, 2024 |
|
Should you believe the market on AI? And a veteran Investor’s lessons from 10 years investing in Asia
|
Aug 03, 2024 |
|
Inside the mind of a short seller
|
Jul 14, 2024 |
|
Beyond India’s elections
|
Jun 09, 2024 |
|
Are China and Japan having a renaissance?
|
Apr 28, 2024 |
|
BONUS | How can real estate save 200 flights between London and New York?
|
Apr 07, 2024 |
|
Searching for the next Magnificent 7
|
Mar 12, 2024 |
|
Insights from a CIO: Elections, China and interest rates
|
Feb 15, 2024 |
|
Elections, stocks and AI: Our 'crystal ball' for the year ahead
|
Jan 03, 2024 |
|
Has 2023 set us up for a bullish or bearish 2024?
|
Dec 13, 2023 |
|
An investor’s playbook to global unrest
|
Nov 09, 2023 |
|
Paul Taylor | Wise men say, only fools rush in… to Ozempic
|
Oct 06, 2023 |
|
James Abela | The unloved darling of small caps
|
Oct 06, 2023 |
|
3 Aussie experts | Stacking the odds in your favour
|
Sep 08, 2023 |
|
Paul Taylor | 1.3km under the Gobi Desert: Rio Tinto’s solution for global copper supply
|
Aug 09, 2023 |
|
James Abela | A decade of finding future leaders and why traditional value stocks aren’t working
|
Aug 09, 2023 |
|
James Abela | Expectations for reporting season
|
Jul 20, 2023 |
|
Paul Taylor | 20 years of lessons, leaders and losers | Wisetech, SEEK, Billabong and Domino’s
|
Jul 20, 2023 |
|
Paul Taylor | The green premium: How Australia’s ESG standards could make us a winner for critical minerals
|
Jun 11, 2023 |
|
James Abela | The epicentre of concern: analysing the consumer sector
|
Jun 11, 2023 |
|
BONUS EPISODE | 2023 Budget: increased focus on consumers and healthcare
|
May 12, 2023 |
|
Paul Taylor | Investing in property when rates are rising? | Goodman Group, Blackmores & Silk Laser
|
May 07, 2023 |
|
James Abela | Welcome to the paradigm shift | Altium, Orica, Auckland Airport & Vicinity Centres
|
May 07, 2023 |
|
BONUS EPISODE | A ‘golden’ era for resources?
|
Apr 25, 2023 |
|
James Abela | Small and mid-caps: What are the signals telling us?
|
Apr 17, 2023 |
|
Paul Taylor | What does SVB mean for Aussie financials?
|
Apr 17, 2023 |
|
BONUS | PM to PM | February 2023 reporting season
|
Mar 19, 2023 |
|
James Abela | Reality bites for markets
|
Mar 10, 2023 |
|
Paul Taylor | Have rate rises done enough?
|
Mar 10, 2023 |
|
James Abela | Peak, peak, peak?
|
Feb 10, 2023 |
|
Paul Taylor | China and inflation: Headwind or tailwind?
|
Feb 10, 2023 |
|
Trailer
|
Feb 09, 2023 |