Afleveringen
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What will be the biggest risks and opportunities in markets over the next decade?
While nobody has a crystal ball, Capital Group’s Investment Director Matt Reynolds joins the show to discuss the four structural shifts he believes will have the biggest impact on the decade to come.
Plus, he explains the biggest mistake advisers are making with “diversified” portfolios.
Chapters:
00:00 Introduction
01:40 Shift One AI Opportunity
05:13 AI Bubble Or Earnings Boom
08:52 Shift Two Rewiring Globalization
10:23 Industrial Winners Emerging
13:59 Shift Three Consumers Want Experiences
19:07 Shift Four Healthcare Innovation
24:05 The Diversification Mistake
📈 Stocks and ETFs Mentioned:
Taiwan Semiconductor Manufacturing Company (NYSE: TSM)
Broadcom (NASDAQ: AVGO)
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.50 Total Hours
Knowledge Requirements: Managed Investments (0.50 hour)
Legislated CPD Area: Technical Competence (0.50 hour)
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This episode has been sponsored by Capital Group. To find out more about Capital Group and their funds, head to their website: https://www.capitalgroup.com/intermediaries/au/en/
Thanks to Capital Group for supporting this episode of Basis Points and helping to keep our content free.
Disclaimer: Past results are not a guarantee of future results. This information has been provided solely for informational purposes and is not an offer, or solicitation of an offer, or a recommendation to buy or sell any security or instrument listed herein. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. The information provided is not intended to be comprehensive or to provide advice.
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Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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What if the strategy that built your clients' wealth is the same one quietly destroying it in retirement?
A new report from Milford; When Timing Becomes the Biggest Risk in Retirement, suggests that retirement fundamentally changes the maths of investing- including Dollar Cost Averaging.
Ally sits down with Regan van Berlo, Australian Country Manager at Milford, to hear how the report affects the way advisers prepare their clients for retirement.
Chapters:
00:00:00 Why Retirement Changes Portfolio Construction
03:38 Advising Clients 15 to 20 Years Earlier
00:07:04 Managing Sequencing Risk and Drawdowns
00:10:15 Choosing Better Retirement Portfolio Metrics
00:12:25 Building Retirement Portfolios That Last
00:18:02 Practical Advice for Retirement Conversations
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.25 Total Hours
Knowledge Requirements: Retirement (0.25 hour)
Legislated CPD Area: Technical Competence (0.25 hour)
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This episode has been sponsored by Milford. Visit Milford’s website to find out more about their funds and download their latest Orange Paper ‘When timing becomes the biggest risk in retirement’ here. Thanks to Milford for helping us keep our content free.
https://milfordasset.com.au/orange-paper-when-timing-becomes-the-biggest-risk-in-retirement/
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Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Zijn er afleveringen die ontbreken?
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The same portfolio mistakes keep showing up across adviser practices, and Jacqueline Fernley, Founder and OCIO of Arcpoint, has seen them all.
When it comes to public markets, the mistakes look different but are just as costly. In this episode, we explore how you can avoid them.
Plus how can advisers locate long term out-performers amongst the huge dispersion of performance in the asset class.
Chapters:
00:00:00 Introduction
00:01:36 Advice Industry Trends
00:06:30 Building An OCIO Business
00:08:05 Market Noise And Staying Invested
00:09:42 Private Credit Reality Check
00:14:45 Private Markets Are Hard
00:17:58 Tax Changes And Portfolio Construction
00:20:44 Infrastructure’s AI Tailwind
00:23:05 What Jacqueline Avoids
00:27:31 How To Assess Managers
00:30:52 The AI CapEx Chart
Want to see this weeks chart? Subscribe to the Basis Points newsletter. You’ll get exclusive insights from each episode, plus detailed analysis of each chart.
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.5 Total Hours
Knowledge Requirements: Financial Planning (0.25 hour), Managed Investments (0.25 hour)
Legislated CPD Area: Technical Competence (0.50 hour)
———
Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Welcome to 2026, where bonds no longer diversify stocks, volatility remains elevated and inflation isn't going anywhere.
So how should advisers and their client portfolio’s respond?
Morgan Stanley Wealth Management Australia Head of Investment Strategy and Solutions, Alexandre Ventelon, believes in this new market regime, advisers must brace for more volatility and “diversify their diversifiers”.
Captured at the annual Morgan Stanley Australia summit last week, this conversation covers:
Best Practices in APL review processes.Common mistakes advisers make during manager selection.Limitations of traditional 60/40 portfolios.Diversification benefits of alternatives.Chapters:
00:00:00 Introduction
00:01:55 Smarter Fund Selection
00:07:00 What Drives Returns?
00:11:53 The AI CapEx Boom
00:14:09 Diversify Your Diversifiers
00:18:19 Why Underweight Australia
00:23:49 Earnings Over Valuations
00:24:38 Picking Alternative Managers
00:27:26 Private Markets Under Pressure
00:30:16 The Most Important Chart
Links Mentioned:
Register for early bird Finfest tickets here - http://equitymates.com/finfest-industry
Sign up to the Basis Points email
———
CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.50 Total Hours
Knowledge Requirements: Alternative Assets (0.25 hour), Managed Investments (0.25 hour)
Legislated CPD Area: Technical Competence (0.50 hour)
———
Want more Basis Points?
Watch all episodes in full and relive some of our favourite clips on YouTube
Sign up to the Basis Points email
Join the conversation on LinkedIn
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Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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These 10 charts will challenge your thinking on AI and economic growth.
Acclaimed macro strategist and Australia’s “king of charts”, Gerard Minack from Minack Advisors joins Ally in the studio bringing his analysis of 10 different charts - each of which will reshape how you think about markets.
From AI to global equities to the war in Iran, these charts will disrupt what you thought was the status quo.
This episode was recorded on 26th May 2026
Chapters:
00:00:00 Introduction & 10 Charts
00:02:01 AI Earnings Bubble
00:06:22 The AI Revenue Problem
00:13:02 Following The AI Money
00:20:37 Has US Leadership Peaked?
00:27:07 America's Earnings Bubble
00:31:44 Strait Of Hormuz Risk
00:37:19 Oil Shock Recession Threat
00:41:58 Why The Fed Won't Cut
00:44:31 The Bull Case For Japan
00:49:36 Closing Thoughts
Links Mentioned: Register for early bird Finfest tickets here - http://equitymates.com/finfest-industry
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.75 Total Hours Knowledge Requirements: Economic Environment (0.50 hour), Securities (0.25 hour) Legislated CPD Area: Technical Competence (0.25 hour), General (0.50 hour)
———
Want more Basis Points?
Watch all episodes in full and relive some of our favourite clips on YouTube
Sign up to the Basis Points email
Join the conversation on LinkedIn
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Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Want to learn how to sniff out red flags and greenwashing from a mile away? Australian Ethical’s Chief Impact & Ethics Officer Alison George has spent 20 years crafting her nose for it.
In this episode she shares her Green and Red flags for choosing ESG funds plus the questions advisers can ask to cut through the greenwashing spin.
She also tackles why the ethical investment industry needs to communicate better with investors - and whether you'll get better bang for your buck backing a transitioning fossil fuel giant over a tiny wind farm.
Chapters:
00:00:00 Ethical Investing Under Fire
00:02:10 ESG After The Boom
00:08:12 When Ethics Trigger Divestment
00:11:54 Spotting Genuine ESG Funds
00:13:30 Backing Real Climate Winners
00:16:34 Advisers And Client Values
00:20:26 Climate Risk And Greenwashing
00:23:36 Pay-To-Play ESG Concerns
00:24:51 Risks Shaping The Future
00:27:18 Why Inequality Connects Everything
📈 Stocks and ETFs Mentioned: National Australia Bank (ASX: NAB) WiseTech (ASX: WTC) Lendlease (ASX: LLC)
Links Mentioned: Register for early bird finfest tickets here - http://equitymates.com/finfest-industry
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.5 Total Hours Knowledge Requirements: Fixed Interest (0.25 hour) and Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour)
———
Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Is the 60/40 portfolio dead? What do Big Macs and Negronis have in common? Do bonds still diversify stocks?
In this episode Andrew Norelli Managing Director at J.P. Morgan Asset Management, unpacks the macro forces driving markets and some of the "big bad risks" investors need to be aware of.
Andrew was brutally honest about the world's economic future. Host Ally left this conversation reeling from his fresh takes- you won't want to miss this one.
Chapters:
00:00:00 Episode Introduction
00:01:33 The Negroni Dollar Index
00:05:32 Fed Policy Gets Political
00:09:24 Why Wars Boost Economies
00:11:41 Are Bonds Still Diversifiers?
00:12:29 When Bonds Fail Investors
00:17:46 Private Credit Bubble Risks
00:19:46 Agentic AI Changes Everything
00:22:36 Best Fixed Income Opportunities
00:25:51 Is Australian Credit Attractive?
00:29:07 AI’s Productivity Explosion
00:31:59 The Entrepreneurship Boom
📈 Stocks and ETFs Mentioned: JPMorgan Income Hedged Active ETF (CBOE: JPIE)
Links Mentioned: Register for early bird Finfest tickets here - http://equitymates.com/finfest-industry
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.5 Total Hours Knowledge Requirements: Fixed Interest (0.25 hour) and Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour)
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This episode has been sponsored by Cboe. The JPMorgan Asset Management Income Hedged Active ETF is listed on Cboe ticker JPIE. To find out more about J.P. Morgan Asset Management’s funds listed on Cboe head here
———
Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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While the world fixates on geopolitical headlines, there is one risk today’s guest believes investors have become complacent about. One that isn’t making headlines.
There are significant levels of debt in the financial system, whether that’s at the consumer level, corporate level, or within governments.
Chad Padowitz, the Co-Chief Investment Officer at Talaria Capital, believes ballooning global debt has massive implications for inflation, interest rates, and how we invest.
In this episode:
00:00 Market Outlook And Key Risks
02:11 Debt Pressures Reshaping Markets
04:07 Inflation Threats And Policy Risks
06:52 Dollar Weakness And FX Trends
10:59 Equity Opportunities Beyond Mega Caps
13:35 AI Hype And Valuation Risks
16:49 Finding Value In Uncertain Markets
22:31 Knowing When To Exit Positions
25:32 Growth Stocks Under Pressure
29:37 Using Options To Manage Risk
34:31 Why Income Still Matters
37:22 Debt Challenges And Policy Limits
40:42 Building Resilient Client Portfolios
📈 Stocks and ETFs Mentioned:
Talaria Global Equity Fund Complex ETF (ASX: TLRA)
Talaria Global Equity Hedged Fund Complex ETF (ASX: TLRH)
Ferrari N.V. (NYSE: RACE)
Everest Group Ltd. (NYSE: EG)
Bunzl plc (LSE: BNZL)
Johnson & Johnson (NYSE: JNJ)
CF Industries Holdings, Inc. (NYSE: CF)
NVIDIA Corporation (NASDAQ: NVDA)
The Coca-Cola Company (NYSE: KO)
Apple Inc. (NASDAQ: AAPL)
Come join us at the Finfest adviser day event! Register for early bird tickets here - http://equitymates.com/finfest-industry
———
CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.75 Total Hours
Knowledge Requirements: Managed Investments (0.75 hour) Legislated CPD Area: Technical Competence (0.75 hour)
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This episode has been sponsored by Cboe. To find out more about Talaria’s Global Equity Fund Complex ETF (Cboe: TLRA) & Global Equity Fund Currency Hedged Complex ETF (Cboe: TLRH) head to https://www.talariacapital.com.au/
———
Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Few Australians can say they were mentored by the late David Swensen - the legendary former Chief Investment Officer of the Yale Endowment Fund with one of the greatest long-term track records in history. Today’s guest is one of them.
Anacacia Capital’s Jeremy Samuel, shares the lessons that shaped his approach across two decades of managing private and public markets.
Chapters:
00:00 Introduction
01:22 Lessons from Yale Model
04:38 Equity Market Trends
08:58 IPOs & Liquidity Shifts
12:45 Boring but Beautiful Businesses
18:00 Active vs Activist Approach
21:02 Valuations & Risk Strategy
24:36 Active vs Passive Debate
———
CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).
Complete the quiz here to claim your points.
0.5 Total Hours
Knowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour)
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This episode has been sponsored by Anacacia Capital. To find out more about Anacacia or their funds head to https://www.anacacia.com.au
Thanks to Anacacia Capital for helping us keep all our content on Basis Points, free.
———
Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Today’s guest interviewed 800 financial advisers across the world, over the past 2 years. They all described experiencing the same problem; 80% of their time is spent on admin, just 20% talking to clients.
It’s an advice efficiency problem. One that our guest is endeavouring solve with AI. Shak Lala is the co-founder of Marloo, an AI powered tech platform built for financial advisers.
In this episode
00:00:00 Adviser Crisis And AI Opportunity
00:02:00 AI Trends And Adviser Impact
00:06:30 Structural Problems In Advice
00:11:00 Building Marloo And Key Pain Points
00:16:30 Compliance And Advice Evolution
00:22:00 AI Adoption And Workflow Changes
00:27:30 Scaling Advice And Future Vision
This episode was recorded on April 21st 2026
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.5 Total Hours
Knowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour)
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This episode has been sponsored by Marloo. Try Marloo for free here!
———
Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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What if your ethics CPD this year actually made you a better advisor? Dr. Katherine Hunt, PhD-qualified financial planner and internationally recognised speaker on ethical growth, joins Basis Points to reveal how advisors can use client psychology and AI to scale trust, deepen relationships, and build a practice that compounds over generations.
In this episode:
00:00 AI Era Client Experience
00:30 Ethics and Adviser Mindset
03:00 Ego and Ethical Growth
06:02 Scaling Trust and Connection
09:56 AI, Trust, and Systems
14:34 The Human Code Framework
16:35 What Clients Truly Value
18:53 Fear, Growth, and AI
22:44 Future of Successful Advisers
23:44 One Action to Improve
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.5 Total Hours
Knowledge Requirements: Ethics (0.50 hour) Legislated CPD Areas: Professionalism and Ethics (0.50 hour)
———
Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Markets shrugged off a US-Iran conflict and rallied, but should they have?
Canaccord CIO David Cassidy breaks down why a lot of good news is already priced in before a deal has even been reached.
In this episode:
00:00 Market Setup And War Impact
04:40 RBA Risks And Aussie Outlook
08:05 Volatility Strategy And Corrections
12:05 Fixed Income And Private Markets
15:04 Rare Earths And ASX Opportunities
20:25 Diversification And Tech Outlook
📈 Stocks and ETFs Mentioned:
Commonwealth Bank of Australia (ASX: CBA), Lynas Rare Earths Ltd (ASX: LYC), Evolution Mining Ltd (ASX: EVN), Alcoa Corporation (ASX: AAI), Telix Pharmaceuticals Ltd (ASX: TLX), ResMed Inc (ASX: RMD), Xero Ltd (ASX: XRO), Technology One Ltd (ASX: TNE)
This episode was recorded on 21st April 2026
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz HERE to claim your points.
0.5 Total Hours
Knowledge Requirements: Economic Environment (0.25 hour) & Managed Investments (0.25 hour) Legislated CPD Areas: Technical Competence (0.25 hour) & General (0.25 hour)
———
Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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What can a Navy officer teach you about financial advice?
Jason Petersen, Managing Partner at Five Financial, shares how military discipline shapes his approach to advice, leadership, and client relationships.
He explains why his firm has gone all-in on a market beta investment strategy, arguing that consistent returns, tax efficiency, and low turnover matter more than chasing outperformance.
Beyond investing, he highlights where advisers should really focus their time and why most clients care far less about performance than you think.
He also makes a strong case for AI adoption in advice, warning that firms who ignore it risk being left behind as efficiency and scalability become critical.
His message; control what you can (structure, strategy, and behaviour) and let the market do the rest.
In this episode:
00:00 From Navy To Financial Advice
03:59 Leadership And Building Client Trust
07:33 Scaling With Near Zero Attrition
11:19 Strategy Over Returns That Matter
15:58 How AI Is Changing Advice
22:26 Why Staying Invested Wins
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.0 Total Hours Knowledge Requirements: Practice Management (0.50 hour) Legislated CPD Area: Client Care & Practice (0.50 hour)
———
Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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If you've ever wondered how the pros really pick fund managers, this episode is for you.
This week, we’re joined by Jo Cornwell, the Head of Manager Research at $34.5 billion managed account provider Evidentia Group.
Plus, we discuss the red flags advisers should look out for when backing funds.
In this episode:
00:00 SMA Boom Explained
03:23 Assessing Fund Managers
09:02 Local vs Offshore Debate
11:58 Culture Drives Performance
13:56 Portfolio Construction Strategies
18:42 Navigating Market Volatility
22:38 Alignment and Growth Challenges
23:03 Building a 3-Asset Portfolio
25:13 Why Managed Accounts Matter
📈 Stocks and ETFs Mentioned: Magellan Financial Group (ASX: MFG), Platinum Asset Management Limited (ASX: PTM)
This episode was recorded on the 8th of April
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.0 Total Hours Knowledge Requirements: Financial Planning (0.25 hour, Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour)
———
Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———-
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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$3.5 to $5 trillion is set to change hands in Australia by 2034.
For advisers, this is a once-in-a-generation client acquisition opportunity.
In this episode, Ally Selby sits down with Candice Bourke, Senior Investment Adviser at Shaw & Partners, who has built a $600 million advice business alongside Felicity Thomas. Candice how advisers can position themselves to capture intergenerational wealth- particularly as more women take an active role in their financial future.
She also unpacks how she’s guiding clients through today’s market volatility, including her “traffic light” framework for decision-making, and why communication, not portfolio changes, is often the most valuable lever in uncertain times
In this episode:
00:00:00 The $5 Trillion Wealth Shift
00:02:57 Scaling A $600 Million Book
00:05:25 Closing The Gender Wealth Gap
00:07:58 Capturing The Next Generation
00:12:01 AI Versus Human Advice Edge
00:15:40 Investing Through Market Chaos
00:20:12 What Clients Need Most Now
This episode was recorded 23rd March 2026
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).
Complete the quiz here to claim your points.
0.5 Total Hours
Knowledge Requirements: Practice Management (0.50 hour)
Legislated CPD Area: Client Care & Practice (0.50 hour)
———
Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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What does it take to deploy $15 billion into the industries that will define Australia's economic future? This week’s guest is uniquely placed to answer that.
Mary Manning is the inaugural Chief Investment Officer of the Albanese government's National Reconstruction Fund. In this episode we discuss the seven key sectors identified as “engines of growth” for the Australian economy over the next 20 years, and how advisers (and their clients) can get exposure.
In this episode:
00:00 Introduction & Career Journey
02:11 NRF Purpose Explained 04:39 Investment Process Breakdown
07:42 Strategy & Deal Flexibility
10:21 Priority Sectors RED TRAM
14:01 Defense & Growth Themes
16:49 VC Strategy & Collaboration
19:29 Listed Market Opportunities
23:59 Long-Term Vision & Accountability
📈 Stocks and ETFs Mentioned:
Macquarie Technology Group (ASX: MAQ), Liontown Resources Ltd (ASX: LTR), Arafura Resources Ltd (ASX: ARU, Alpha HPA Ltd (ASX: A4N), Harrison AI (Private), Gilmore Space (Private)
This episode was recorded on the 17th March 2026.
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).
Complete the quiz here to claim your points.
0.5 Total Hours
Knowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour)
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Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode, we're joined by Paul Burgon, the Managing Partner and CIO of Lipman Burgon & Partners, who ranked #4 in the 2025 Barron's Top Adviser List.
Burgon argues the biggest concern facing his clients is the “third-generation curse” - and he may just have the cure advisers are looking for.
In this episode:
00:00 Introduction
01:05 Paul’s Career Journey
03:38 Growing to $3B AUM
06:40 Trust and Succession Model
08:23 Deep Client Relationships
09:38 Scaling Without Sacrificing Quality
12:23 Engaging Next Generation Clients
15:09 Real Client Challenges Today
17:20 Sudden Wealth Case Study
18:41 AI’s Impact on Advice
23:18 Oil Prices and Markets
📈 Stocks and ETFs Mentioned:
Goldman Sachs Group, Inc. (NYSE: GS)
National Australia Bank Limited (ASX: NAB)
Investec Group (JSE: INP)
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).
0.50 Total Hours
Knowledge Requirements: Practice Management (0.50 hour) | Legislated CPD Area: Client Care & Practice (0.50 hour)
Complete the quiz here to claim your points.
———
Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———-
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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For years, cryptocurrencies had been cast aside as the speculative Wild West of the investment world.
But something has quietly shifted in the last two years.
That’s according to Global X ETFs Investment Strategist Justin Lin, who argues that the asset class has moved away from its retail-driven origins to become an increasingly institutionalised asset class.
While our host, Ally Selby, has long been a sceptic, somehow, Lin convinced her that cryptocurrencies should no longer be seen as the playground for scammers and fraudsters, but a regulated ecosystem with assets worthy of a place in strategic portfolios. Learn why in this episode.
Chapters:
00:00 Introduction 01:16 Crypto Goes Institutional 03:02 ETFs and Adoption Drivers 05:06 Market Maturity and Volatility 07:06 Halving Cycle and Volatility 10:06 Bitcoin Value Debate 13:20 Australia vs Global Trends 15:44 Regulation and Market Impact 17:14 Bitcoin vs Ethereum Roles 19:46 What Drives Crypto Prices 23:06 Catalysts and Future Outlook 27:35 Allocation and Final Takeaways
📈 Stocks and ETFs Mentioned:
Apple Inc. [NASDAQ: AAPL]
Global X 21Shares Bitcoin ETF [CBOE: EBTC]
Global X 21Shares Ethereum ETF [CBOE: EETH]
Thanks to CBOE APAC for sponsoring this episode. For more information about the CBOE listed Global X 21 Shares Bitcoin ETF (CBOE: EBTC) , head here or the Global X 21 Shares Ethereum ETF (CBOE: EETH), head here.
This episode was recorded on the 3rd of March 2026.
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).
Complete the quiz here to claim your points.
0.5 Total Hours Knowledge Requirements: Generic Knowledge (0.50 hour) Legislated CPD Area: General (0.50 hour)
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Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Hosted on Acast. See acast.com/privacy for more information.
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Kerr Neilson, the legendary contrarian investor behind Platinum, lays out a bold case for why the next decade may belong not to AI darlings.
He argues markets are entering a period of profound disruption, pointing to geopolitical fragmentation, war in the Middle East, and fragile global oil supply as long-term threats- warning these forces are reshaping markets.
Beyond the macro themes, he offers practical insights for advisers: the dangers of crowded trades, the inefficiencies created by passive investing, and the importance of contrarian thinking in an ETF-dominated world.
His message is clear. The biggest opportunities often lie where capital has been scarce.
In this episode:
00:00 Why Contrarian Investing Still Works
03:00 Where ETF Crowding Creates Opportunity
06:00 How Oil Shocks Could Reshape Portfolios
08:42 Balancing Gold, Cash And Real Assets
11:20 What Samsung And Platinum Signal
16:10 Where Advisers May Find Mispriced Value
📈 Stocks and ETFs Mentioned:
Samsung (KRX: 005930)
Impala (JSE: IMP)
Petrobras (NYSE: PBR)
Sky Metals (ASX: SKY)
Valterra Platinum (JSE: VTR)
🎟️ Join us at the Basis Points Boat Party, get your tickets here.
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).
0.50 Total Hours
Knowledge Requirements: Managed Investments (0.50 hour) | Legislated CPD Area: Technical Competence (0.50 hour)
Complete the quiz here to claim your points
———
Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———-
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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We have an exciting announcement- meet the new host of Basis Points; Ally Selby.
It’s been one year of Basis Points, and what a year it’s been! We reflect on some of the highlights so far and usher in a new (and we think improved) era of the show.
A new host, even bigger guests, weekly episodes and live events to look forward to.
Links Mentioned:
🎧 Listen to the Magunthan Siva episode here
🎟️ Join us at the Basis Points Boat Party, get your tickets here.
📥 Got a suggestion or a question for the show? Get in touch with Ally on Linkedin here or use the contact form on our website
———
Want more Basis Points?
Sign up to the Basis Points email
Join the conversation on LinkedIn
Watch all episodes in full and relive some of our favourite clips on YouTube
———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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