This is a fun conversation with Tobias Bucks , Portfolio Manager of Global Small Caps at Ausbil , that turned out to be one of the most fascinating conversations I’ve ever had. Tobias has a unique background in social anthropology, bringing a perspective to investing that was as refreshing as it was profound. What started as a discussion about global small cap companies evolved into a deep dive into human behaviour, cultural constructs, and the art of asking the right questions. Read Ausbil's Di...
Jun 25, 2025•47 min•Season 1Ep. 210
In this episode I'm joined by Bob Elliott the co-founder and CEO of Unlimited Funds , for an eye-opening exploration of hedge funds and their role in modern investing. With years of experience as a macro investor at Ray Dalio's Bridgewater Associates , Bob brings a wealth of knowledge, breaking down complex concepts into actionable insights for investors of all levels. Watch the interview on Youtube: https://youtu.be/Um6WUcGp8Ss Level up your investing with Sharesight , Investopedia’s #1 portfol...
Jun 17, 2025•40 min•Season 1Ep. 209
I recently had the pleasure of sitting down with Oliver Mander , the Chief Executive Officer of the New Zealand Shareholders Association (NZSA). As someone who’s passionate about investing and governance, Oliver offered a fascinating deep dive into the world of investing in New Zealand, a market that’s small but mighty. Blog post available at: https://www.stocksforbeginners.net/blog/oliver-mander-nzsa Level up your investing with Sharesight , Investopedia’s #1 portfolio tracker for DIY investors...
Jun 04, 2025•43 min•Season 1Ep. 208
My guest this week is Jeff Sarti , CEO of Morton Wealth . Jeff is a CFA charterholder managing over $3 billion in assets, and the author of the Healthy Skeptic newsletter where he challenges conventional investing wisdom. We talked about true diversification, the risks of outdated strategies, and why alternative assets are stealing the spotlight. https://www.stocksforbeginners.net/blog/jeff-sarti-morton-wealth Sharesight automatically track price, performance and dividends from 240,000+ global s...
May 22, 2025•46 min•Season 1Ep. 207
https://www.stocksforbeginners.net/blog/bakosova-hull Sharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners . Get 4 months free on an annual premium plan when you use Sharesig...
May 12, 2025•42 min•Season 1Ep. 206
Links to full episodes: Richard Hemming Forward-Looking P/E : https://www.sharesforbeginners.com/blog/under-the-radar-blue-chips Tony Kynaston Valuation Metrics : https://www.sharesforbeginners.com/blog/tk32023 Shawn O’Malley Earnings and Investment : https://www.sharesforbeginners.com/blog/shawn-omalley-we-study-markets Ed Croft PEG Ratio & Factor Investing : https://www.sharesforbeginners.com/blog/stockopedia Craig Mercer Return on Equity : https://www.sharesforbeginners.com/blog/mercer Ma...
Mar 18, 2025•40 min•Season 1Ep. 205
Exchange Traded Funds (ETFs) are the real game-changers of financial products, whether you're just starting out or you've been playing the market for years. In our latest podcast episode, I sit down with Lawrence Carrel , a seasoned finance journalist and the author of ETFs for the Long Run . This episode is packed with golden nuggets for anyone looking to diversify their portfolio without breaking the bank on fees. Larry has had a distinguished career as a finance journalist. His stint at the W...
Feb 25, 2025•47 min•Season 1Ep. 204
In our latest podcast episode, we delve deep into the intricate world of inflation and government spending with Gary Brode from Deep Knowledge Investing . As an investor, understanding these economic elements is crucial for making informed decisions in today's fast-paced financial landscape. Inflation is a term that's often thrown around, but what does it really mean? Gary Brode challenges the mainstream narratives that blame inflation on supply chain issues or corporate greed. Instead, he direc...
Dec 10, 2024•54 min•Season 1Ep. 203
Peter Goldstein is the founder of Exchange Listing, LLC and Emmis Capital. With nearly four decades of entrepreneurial experience, Peter offers a wealth of knowledge on the journey companies take from private ownership to public trading on esteemed exchanges like Nasdaq and the New York Stock Exchange. Here's a link to the blog post: https://www.stocksforbeginners.net/blog/emmis-goldstein Portfolio tracker Sharesight records your trades, shows your true performance, and saves you time and money ...
Sep 28, 2024•42 min•Season 1Ep. 202
In this episode had the pleasure of speaking with Luke Hallard , a professional investor who has spent over two decades investing in companies committed to shaping a better future. This approach has yielded a 20.7% compound annual growth rate and enabled him to semi-retire in his forties to become a professional investor. "I really try to focus my investments not just on companies that are good investments, but on the companies that are shaping a better tomorrow." Over the next few months he wil...
Sep 07, 2024•42 min•Season 1Ep. 201
What's it like transition from the world of music to the high-stakes environment of Wall Street? In our latest podcast episode, we had the pleasure of speaking with Kevin Davis , a former rapper who found his calling as a stockbroker and financial coach. His story is not only inspiring but also filled with valuable insights for anyone interested in the stock market. Here's the link to find out more about Investment Dojo Here's a link to the blog post: https://www.stocksforbeginners.net/blog/inve...
Aug 25, 2024•43 min•Season 1Ep. 200
In our latest podcast episode, we dive deep into the world of macro investing with Mike Singleton , senior analyst and founder of Invictus Research . This episode explains how an investment strategy be enhanced by understanding the bigger economic picture. Mike worked at prominent investment firms like Broad Run Investment Management, Main Street Capital, and T. Rowe Price. He shares his journey from focusing on individual companies to understanding the broader macroeconomic forces that drive ma...
Aug 09, 2024•33 min•Season 1Ep. 199
How do the world's richest families manage and grow their wealth? In this episode I'm joined by Andrew Brown , executive chair of East 72 Holdings , to discuss the unique characteristics and advantages of investing in companies controlled by wealthy dynasties. With over 40 years of experience in equity markets, Brown sheds light on why these companies exhibit prudent financial management, avoid wasteful expenditures, and foster long-term growth. Here's a link to the blog post: https://www.stocks...
Jul 25, 2024•33 min•Season 1Ep. 198
Ever wondered about the mysterious forces that shape our financial system? I'm joined by Gerald Epstein, author of 'Busting the Bankers Club: Finance for the Rest of Us,' to discuss the often-shadowy interplay between politics, economics, and the big banks. He explains how the 'Bankers Club'—a conglomerate of financial elites, politicians, and regulatory bodies—exerts a powerful influence over our economy and politics. This episode is not just about exposing the intricacies of the financial syst...
Jul 15, 2024•35 min•Season 1Ep. 197
Are you inadvertently sabotaging your financial future? It's a question that haunts many of us as we navigate the complexities of investing, saving, and planning for retirement. In the latest episode of our podcast, we delve into the world of finance with Chris Panagiotu , who returns to share his expertise and highlight the errors that could be derailing your path to prosperity. Chris, who was introduced to investing at the tender age of ten, has built an impressive career, growing his practice...
May 02, 2024•39 min•Season 1Ep. 196
In this episode I'm joined by friend of the podcast Gary Brode for a rollercoaster ride through the whimsical world of finance, economics and monetary policy. Let's face it, the economy can be dry and complicated. But Gary manages to inject humour into the discussion while unravelling the intricacies of the Federal Reserve's decisions, Congressional spending habits, and the ever-complex global market influences. There are even some laughs around the potential disaster brewing in Japan's interest...
Apr 11, 2024•42 min•Season 1Ep. 195
This is a special bonus rebroadcast episode of predictions for 2024 from the hosts of the Wall Street Wildlife podcast Luke “The Badger” Hallard and Krzysztof “Monkey” Piekarski, lead Advisors at 7investing . They attempt to predict the future of interest rates, black swans, tech booms and busts, Bitcoin price by year-end, the tech companies with the most momentum and those who might have climbed a branch too high. Here's a link to their YouTube channel to help get our menagerie of investing ins...
Apr 04, 2024•49 min•Season 1Ep. 194
I'm joined in this episode by the dynamic duo from 7Investing Luke Hallard & Krzysztof Piekarski who also host the Wall Street Wildlife podcast. They're here to guide us through the treacherous yet rewarding terrain of the stock market with their "Ten Laws of the Investing Jungle." Today, we delve into five of these critical laws, revealing the wisdom and the war stories behind each one. From the importance of focusing on the long game to the perils of thinking you're smarter than the pack, ...
Mar 14, 2024•44 min•Season 1Ep. 193
In this episode I chat with Todd Wenning , a seasoned investment professional with experience at Ensemble Capital , Morningstar , and the Motley Fool about some of the most critical aspects of successful investing: moats, management, and buying companies at the right price. We based this conversation on this Venn diagram that Todd published on X (Twitter) in 2017. For those eager to dive deeper into Todd's investment philosophy and to discover hidden gems in the market, visit Flyover Stocks . Bl...
Mar 05, 2024•33 min•Season 1Ep. 192
In the second episode of this two-part series, we welcome back Rune Østgård , a lawyer with a deep passion for monetary history and the author of " Fraudcoin: A Thousand Years with Inflation as a Policy " for a deeper dive into the nefarious world of monetary policy and inflation. Rune's explains the historical and ongoing manipulation of money supply by governments and central banks and sheds light on the often-overlooked roots of economic inequality. We explore the stark reality of how inflati...
Feb 15, 2024•26 min•Season 1Ep. 191
In this episode I'm joined by Rune Østgård , a lawyer with a deep passion for monetary history and the author of " Fraudcoin: A Thousand Years with Inflation as a Policy " as we delve into the historical roots of inflation and its persistent role in shaping economic policies. Rune takes us on a fascinating journey from the Viking era to the present day, revealing how inflation has been used as a tool to transfer wealth from the masses to the ruling elite. We explore the story of King Harald Hard...
Feb 04, 2024•34 min•Season 1Ep. 190
In this episode, we peel back the layers of the stock market to uncover the secrets of successful investing in 2024. Join us as we sit down with Simon Erickson , the visionary founder and CEO of 7investing , He's built a reputation for spotting disruptive innovations and developing trends ahead of the curve. We discuss the curious case of the inverted yield curve, the potential for a stock picker's market in the Goldilocks economy of 2024, and the critical role of conviction in investment decisi...
Jan 29, 2024•36 min•Season 1Ep. 189
Are you maximizing the value of your shareholder voting rights? It's a question many investors overlook, but it could be the key to unlocking additional income from your investments. Preston Yadegar is the founder and CEO of Shareholder Vote Exchange , the world's first marketplace for shareholder voting rights. Preston has previously worked at several investment advisors and hedge funds in trading and software engineering roles. He graduated from Boston University with a bachelor's degree in co...
Jan 17, 2024•37 min•Season 1Ep. 188
Join us as we dive into a candid conversation with Kyle Hedman, the voice behind the rebranded Band of Traders podcast, formerly known as Two Bulls in a China Shop. In this unscripted episode, we peel back the curtain on the emotional rollercoaster of trading, the importance of risk management, and the psychological battles that traders face. As the calendar flips to 2024, Kyle shares his journey from exploring stocks to delving into the world of futures. He discusses the value of paper trading,...
Jan 09, 2024•54 min•Season 1Ep. 187
I hope you’re enjoying your holiday break. The next couple of weeks will be repeats while I recharge for the investing year in 2024. This episode from last year is a great overview on dividend investing. I hope 2024 shines brightly on your portfolio. Mark LaMonica CFA, is an investor, financial educator and the Director of Product Management, Individual Investor at Morningstar. He still recalls the excitement of receiving his first dividend from Nike as a teen. Mark became interested in income i...
Jan 01, 2024•33 min•Season 1Ep. 186
My guest in this episode is Shawn O'Malley from the We Study Markets Newsletter . Shawn has a new course called Invest Like The Legends . How To Get Started in Stock Market Investing . Shawn is a seasoned investor and educator who explores the intricacies of stock market investing. He shares his wisdom on avoiding common pitfalls, understanding the true value of a company, and the importance of an investment philosophy. The course is packed with actionable advice for both novice and veteran inve...
Dec 18, 2023•47 min•Season 1Ep. 185
David Maurice Sharp and Franklin Silva are the creative minds behind A Bell for Maury's Bicycle , a unique children's book aimed at inspiring young minds in setting and achieving financial goals. Introducing children to financial literacy at an early age can start them on a path that will serve them well throughout their lives. A Bell for Maury’s Bicycle is an age-appropriate and fun introduction to some basic financial concepts for young readers and soon-to-be-readers. Blog post available at: h...
Dec 05, 2023•27 min•Season 1Ep. 184
In this episode I'm joined by special guest, Laks Ganapathi , founder and CEO of Unicus Research . In this candid conversation, we delve into the often-misunderstood world of short selling and its impact on the stock market. We also look at some recent investing themes like ESG and craft beer to see where hype and optimism has led to poor investment returns. Laks sheds light on the misconceptions surrounding short sellers. She acknowledges that some short sellers may contribute to a negative ima...
Nov 26, 2023•40 min•Season 1Ep. 183
How can you earn predictable returns and cash payouts from dividends? I’m pleased to welcome back to the podcast Lawrence Carrel the man who has written the book " Investing in Dividends for Dummies ". Lawrence Carrel is a regular contibutor to the Wall Street Journal and Forbes, He offers invaluable insights into the intricacies of dividend investing. We kick off with an easy-to-understand breakdown of what a dividend is, how it functions, and the frequency of dividend payment. Ever heard of th...
Nov 20, 2023•28 min•Season 1Ep. 182
How do you construct a portfolio like you’d choose a sports team? And why is it that something everyone hates can still go up in value? Joining me today in the search for meaningful market fulfilment is Will Nutting. Will is the Founder and CEO of Nutstuff , a no-nonsense, 3X a week newsletter that helps readers sift through the noise and identify investment opportunities. It offers in-depth research and data on global events and how they influence financial markets. Here's a link to Nutstuff: h...
Nov 13, 2023•37 min•Season 1Ep. 181
