There's a different air to the market. When we look at Morningstar's coverage in Australia and the US, we see markets overall as undervalued. Is now the time to buy? Join us virtually or in person at our conference. Purchase tickets at over 80% off with the code SUPERBIRD22 here: https://web.cvent.com/event/4fb4cee4-a9ff-4ff3-b03b-40bb50de562a/regPage:aff7e8f8-38a5-4e3c-b763-c674f956a86e?RefId=MIC_CPR&rp=6e942759-d352-40af-9436-888d733f50bc To submit any questions or feedback, please email m...
Oct 08, 2022•23 min•Season 3Ep. 49
We explore the most common question we get – how to choose a broker. Join us virtually or in person at our conference. Purchase tickets at over 80% off with the code SUPERBIRD22 here: https://web.cvent.com/event/4fb4cee4-a9ff-4ff3-b03b-40bb50de562a/regPage:aff7e8f8-38a5-4e3c-b763-c674f956a86e?RefId=MIC_CPR&rp=6e942759-d352-40af-9436-888d733f50bc To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://www...
Oct 01, 2022•25 min•Season 3Ep. 48
We take a deep dive into Perpetual and assess the opportunity for investors as Perpetual and Pendal come together as one company Join us virtually or in person at our conference. Purchase tickets at over 80% off with the code SUPERBIRD22 here: https://web.cvent.com/event/4fb4cee4-a9ff-4ff3-b03b-40bb50de562a/regPage:aff7e8f8-38a5-4e3c-b763-c674f956a86e?RefId=MIC_CPR&rp=6e942759-d352-40af-9436-888d733f50bc To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leav...
Sep 24, 2022•27 min•Season 3Ep. 47
This episode is an explainer on Hybrids – what they are, how they work, and whether they have a place in your portfolio. Join us virtually or in person at our conference. Purchase tickets at over 80% off with the code SUPERBIRD22 here: https://web.cvent.com/event/4fb4cee4-a9ff-4ff3-b03b-40bb50de562a/regPage:aff7e8f8-38a5-4e3c-b763-c674f956a86e?RefId=MIC_CPR&rp=6e942759-d352-40af-9436-888d733f50bc To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a v...
Sep 17, 2022•16 min•Season 3Ep. 46
In a listener requested episode (with our second ever podcast guest), we explore whether valuations should impact asset allocation decisions. Join us virtually or in person at our conference. Purchase tickets at over 80% off with the code SUPERBIRD22 here: https://web.cvent.com/event/4fb4cee4-a9ff-4ff3-b03b-40bb50de562a/regPage:aff7e8f8-38a5-4e3c-b763-c674f956a86e?RefId=MIC_CPR&rp=6e942759-d352-40af-9436-888d733f50bc To submit any questions or feedback, please email mark.lamonica1@morningsta...
Sep 10, 2022•19 min•Season 3Ep. 45
Is the ghost of Paul Volcker haunting the markets? In this episode, we look at how central banks have acted to reign in inflation before, and the lessons that investors can learn from this. Join us virtually or in person at our conference. Purchase tickets at over 80% off with the code SUPERBIRD22 here: https://web.cvent.com/event/4fb4cee4-a9ff-4ff3-b03b-40bb50de562a/regPage:aff7e8f8-38a5-4e3c-b763-c674f956a86e?RefId=MIC_CPR&rp=6e942759-d352-40af-9436-888d733f50bc To submit any questions or ...
Sep 03, 2022•17 min•Season 3Ep. 44
In a listener requested episode, we discuss the property market. Join the waitlist for our conference: https://go.morningstar.com.au/miic To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Hosted on Acast. See acast.com/pr...
Aug 27, 2022•30 min•Season 3Ep. 43
In this Sector Spotlight, we explore the commodities industry, and what investors should think about when investing in the industry. Join the waitlist for our conference: https://go.morningstar.com.au/miic To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/articl...
Aug 20, 2022•25 min•Season 3Ep. 42
For our 100th episode, we reflect on what we believe are the core principles for successful investing. Join the waitlist for our conference: https://go.morningstar.com.au/miic To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/20...
Aug 13, 2022•16 min•Season 3Ep. 41
For our 99th episode, we explore super and fees. After our half-yearly portfolio check, we received quite a few emails asking for an explanation about what Shani considered as too much for fees on her investments. In this episode, we explore the impact of fees, how to decide what is too much, and focus in on super – when do the costs of operating and managing an SMSF make sense? Tickets to be released this week! Join the waitlist for our conference: https://go.morningstar.com.au/miic To submit a...
Aug 06, 2022•29 min•Season 3Ep. 40
At last, the hotly-anticipated Q&A episode*. We’ve asked listeners to submit their investing questions for us to answer, and have our first ever guest on the podcast – and it’s a listener! *may or may not be hotly-anticipated. Join the waitlist for our conference: https://go.morningstar.com.au/miic To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional reso...
Jul 30, 2022•19 min•Season 3Ep. 39
Mark and Shani have been reviewing their portfolios on a half-yearly basis to add transparency to portfolio monitoring and maintenance. Listen to the half yearly update for 2022 where they discuss what's changed with their portfolios in the last six months, how they're tracking towards their goals and what's important to focus on in the current environment. Join the waitlist for our conference: https://go.morningstar.com.au/miic To submit any questions or feedback, please email mark.lamonica1@mo...
Jul 23, 2022•26 min•Season 3Ep. 38
In this two part series, we run through how rising costs impact companies and consumers, and how this will impact investors and investments. We forecast businesses will not be able to meet investor expectations in upcoming earnings seasons in the US and Australia, and what investors should do with their portfolio and investments, including exploring the merits and disadvantages of tactical allocations to cash during downturns. To submit any questions or feedback, please email mark.lamonica1@morn...
Jul 16, 2022•11 min•Season 3Ep. 37
In this two part series, we run through how rising costs impact companies and consumers, and how this will impact investors and investments. We forecast businesses will not be able to meet investor expectations in upcoming earnings seasons in the US and Australia, and what investors should do with their portfolio and investments, including exploring the merits and disadvantages of tactical allocations to cash during downturns. To submit any questions or feedback, please email mark.lamonica1@morn...
Jul 16, 2022•28 min•Season 3Ep. 36
In one of our most popular series', we do our third round of lessons from the greats. This episode goes into Jim Rogers, Seth Klarman and Henry Singleton. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Join the waitlist for our conference: https://go.morningstar.com.au/miic Additional resources from our episodes are available via our website: https://www.morningst...
Jul 09, 2022•23 min•Season 3Ep. 35
As part of share month, we take a deep dive into highly requested share, Westpac. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Join our Facebook Group here: https://www.facebook.com/groups/317184219201344 Audio Produ...
Jul 02, 2022•27 min•Season 3Ep. 34
As part of share month, we refresh your memory on how to pick shares. The third part of the series on how to pick shares covers finding a share that is right for you. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Join...
Jun 29, 2022•31 min•Season 3Ep. 33
To leave a question for our Q&A episode, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass A quick reflection on what investors should do in light of falling markets Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Join our Facebook Group here: https://www.facebook.com/groups/317184219201344 Audio Prod...
Jun 25, 2022•6 min•Season 3Ep. 32
As part of share month, we take a deep dive into listener requested share, Fortescue. To leave a question for our Q&A episode, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Join our Facebook Group here: https://www.facebook.com/groups/317184219201344...
Jun 25, 2022•25 min•Season 3Ep. 31
As part of share month, we refresh your memory on how to pick shares. The second of our three part series on how to pick shares covers calculating a fair value. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Join our F...
Jun 22, 2022•32 min•Season 3Ep. 30
As part of share month, we take a deep dive into listener requested share, A2 Milk. To leave a question for our Q&A episode, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Join our Facebook Group here: https://www.facebook.com/groups/317184219201344 A...
Jun 18, 2022•24 min•Season 3Ep. 29
As part of share month, we refresh your memory on how to pick shares. The first part of our series covers finding great businesses. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Join our Facebook Group here: https://w...
Jun 15, 2022•26 min•Season 3Ep. 28
As part of share month, we take a deep dive into highly requested Tesla. To leave a question for our Q&A episode, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Join our Facebook Group here: https://www.facebook.com/groups/317184219201344 Audio Produc...
Jun 11, 2022•22 min•Season 3Ep. 27
Math anxiety impacts around 50% of the population. Join us as we help ease this anxiety, and work through how math fits into successful investing. To leave a question for our Q&A episode, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Join our Faceboo...
Jun 04, 2022•16 min•Season 3Ep. 26
We go through lessons from the crash of crypto coin Terra and a prediction of how far the market will fall. To send competition entries for our book, or if you have any questions/feedback please email mark.lamonica1@morningstar.com. To leave a question for our Q&A episode, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://...
May 28, 2022•18 min•Season 3Ep. 25
We all know the pros of ETFs - ease of access, trade intraday and in some cases, brokerage is free. So - we put up the case against ETFs. To send competition entries for our book, or if you have any questions/feedback please email mark.lamonica1@morningstar.com. To leave a question for our Q&A episode, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are avail...
May 21, 2022•20 min•Season 3Ep. 24
It seems like markets have been teetering on the edge, and have commenced falling. If past bear markets are anything to go by, we're not even halfway there yet. This episode looks at the current state of the market, and the context in which it should be viewed. To send competition entries for our book, pr if you have any questions or feedback please email mark.lamonica1@morningstar.com. To leave a question for our Q&A episode, please email mark.lamonica1@morningstar.com or leave us a voicema...
May 14, 2022•15 min•Season 3Ep. 23
In this episode, we take a look at the bucket withdrawal strategy, a withdrawal strategy that was developed because most people do not have an asset base to generate a passive income without dipping into capital. We explore what it is, how they are set up and what they contain. For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-reso...
May 07, 2022•21 min•Season 3Ep. 22
Your behaviour impacts your returns more than you think. In this episode, we explore ways that you can increase your odds of better outcomes. For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Join our Facebook Group here: https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – www.wi...
Apr 30, 2022•26 min•Season 3Ep. 21
This episode goes through the different capital allocation levers that companies can utilise, and how to tell if a potential investment is allocating capital in a way that benefits future outcomes for shareholders. For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Join our Facebook Group here: https://www.facebook....
Apr 24, 2022•28 min•Season 3Ep. 20
