Lithium is a hotly followed investing theme, with many investors confident of a promising future. We take a deep dive into Lithium and its outlook. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Apr 01, 2023•11 min•Season 4Ep. 14
In a listener requested episode, we speak about whether small caps have a place in your portfolio. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Mar 25, 2023•22 min•Season 4Ep. 13
The Silicon Valley Bank collapse has many investors nervous. In this episode, we look past the market noise to talk about the lessons investors can take from this situation. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Mar 18, 2023•18 min•Season 4Ep. 12
We’re joined by Nathan Zaia, Senior Equity Analyst who covers the Australian banking sector. He shares his thoughts on the current turmoil, how interest rates impact bank valuations and his outlook for the sector. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy f...
Mar 11, 2023•28 min•Season 4Ep. 11
We explore the theory that you get enough international exposure with multinationals, and whether domestic equities provide enough diversification for investors. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Mar 04, 2023•20 min•Season 4Ep. 10
In this episode, we explore how investors should think about their portfolio performance. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Feb 25, 2023•12 min•Season 4Ep. 9
We explore Vanguard's new super offering and compare it to AustralianSuper in an interview with Morningstar's Annika Bradley. You can read Annika's article here . To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Feb 18, 2023•25 min•Season 4Ep. 8
We explore currency and how it impacts investments, and currency as an investment itself. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Feb 11, 2023•15 min•Season 4Ep. 7
REITs have been laggard in 2022. We explore this asset class to determine if it is an opportunity. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Feb 04, 2023•21 min•Season 4Ep. 6
We answer a listener question on asset allocation in Superannuation. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Jan 28, 2023•12 min•Season 4Ep. 5
We explore income investing and interview Jody Fitzgerald, our Head of Institutional Portfolio Management and Solutions.at Morningstar To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Jan 21, 2023•21 min•Season 4Ep. 4
We look at the state of the market entering 2023. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Jan 14, 2023•22 min•Season 4Ep. 3
We simplify constructing a portfolio and show how to build one with three trades. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Jan 07, 2023•26 min•Season 4Ep. 2
Get the foundations right for your 2023 resolutions - we explore the different types of budgets. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Dec 31, 2022•25 min•Season 4Ep. 1
In a listener requested episode, we discuss the property market. 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 Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Dec 28, 2022•30 min•Season 3Ep. 65
We take a look at the financial services sector - how it behaves, how you can get exposure and the main players. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Dec 24, 2022•21 min•Season 3Ep. 64
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 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 Audio Producer and mixer...
Dec 21, 2022•16 min•Season 3Ep. 63
We've been told to curb our spending - here's a few gifts for investors that won't break the bank. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Dec 17, 2022•24 min•Season 3Ep. 62
Think you know what it takes to be a passive investor? In this episode, we explore what a truly passive portfolio would look like, built with ETFs. 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 Audio Producer and mixe...
Dec 14, 2022•22 min•Season 3Ep. 61
We take a look at the energy sector - how it behaves, how you can get exposure and the main players. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Dec 10, 2022•16 min•Season 3Ep. 60
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 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 Audio Producer and mixer: William...
Dec 07, 2022•20 min•Season 3Ep. 59
In this episode, we explore what happened with FTX, and the lessons investors should take and apply to their own portfolios. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Dec 03, 2022•20 min•Season 3Ep. 58
Mark speaks about his approach to generating passive income. 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 Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Nov 30, 2022•25 min•Season 3Ep. 57
In an Investing Compass special, we play the Warren Buffett drinking game as we take a deep dive into the listener requested Berkshire Hathaway. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Nov 26, 2022•25 min•Season 3Ep. 56
In a listener requested episode, we explore quality ETFs - MOAT and QUAL. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Nov 19, 2022•24 min•Season 3Ep. 55
We look at high conviction holdings in ETFs, and what our equity analysts think of them. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Nov 12, 2022•22 min•Season 3Ep. 54
Morningstar's Investment Conference for Individual Investors was held on the 13th of October. Investment professionals and economists shared their insights and how to navigate the current environment. We discuss a few of the lessons we learned. Our friends at Sharesight wrote a great article about their favourite insights from the conference. You can find them here. To watch the episodes on demand, register here , or contact us via email. To submit any questions or feedback, please email mark.la...
Nov 05, 2022•20 min•Season 3Ep. 53
We look at the measures that indicated historical market bottoms, and how the market compares now. 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 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. ...
Oct 29, 2022•18 min•Season 3Ep. 52
In the past year, we've seen a lot of finfluencers changing tact after ASIC cracked down on general advice offered by those that are unqualified. Many have turned to explaining their personal circumstances in an effort to educate. This episode explores why long-term investors are better off focusing on themselves, and not coveting the circumstances of others. Join us virtually or in person at our conference. Purchase tickets at over 80% off with the code SUPERBIRD22 here: https://web.cvent.com/e...
Oct 22, 2022•21 min•Season 3Ep. 51
Inflation can make it challenging for companies to maintain margins in the face of changing customer behaviour and higher input costs. Learn how to identify companies that can overcome these challenges. 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 ...
Oct 15, 2022•16 min•Season 3Ep. 50
