Chris Judd's Talk Ya Book

Chris Judd's Talk Ya Book Podcast

Business EN ↓ 100 episodes

Talk Ya Book shines a light on the investment processes used by Australia's best investors as they talk through their highest conviction investment idea.

Author

Chris Judd's Talk Ya Book

Category

Business

Latest episode

Dec 3, 2024

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Episodes

Talk Ya Book - Jenna Labib 05.09.2023

On this week's Talk Ya Book, Chris Judd is joined by Jenna Labib from Income Asset Management (IAM). IAM is an ASX listed group that delivers a complete income investment service, including bonds. Jenna talks us through the current economic climate and the bond market, explaining why bonds are a suitable option for investors chasing yield. Proudly presented by Honan Insurance Group ( www.honan.com...

Tom Lambeth 29.08.2023

On today's Talk Ya Book, Chirs Judd welcomes back Tom Lambeth from VP Capital. Tom talks us through ASX-listed luxury retail platform, Cettire. Cettire has recently achieved a significant milestone by entering positive EBITDA territory for the first time. Moreover, the company is currently witnessing an impressive surge in top-line growth, solidifying its position as a rising star in the industry....

Aaron McDonald and John Poynton 22.08.2023

On today's Talk Ya Book, Chris Judd welcomes Aaron McDonald, founder of litigation fund, Hartwell Fund and John Poynton AO CitWA. During the episode they share their insights on the processes, strategies, and financial dynamics that underpin the practice of providing funds for legal cases in exchange for a share of the potential settlement or judgment. Proudly presented by Honan Insurance Group. (...

Scott Rundell 15.08.2023

This week on Talk Ya Book, Chris Judd welcomes back Scott Rundell, Chief Investment Officer from Mutual Limited. Scott shares his thoughts on Australian interest rates and property, plus US inflation data and nuances for how inflation is measured in different markets. Proudly presented by Honan Insurance (www.honan.com.au). See omnystudio.com/listener for privacy information.

Andrew Chapman 01.08.2023

On the latest Talk Ya Book, Chris Judd welcomes back Andrew Chapman from Merchant Funds Management. Andrew talks us through bio-tech company Inoviq (ASX:IIQ), whose goal is to develop and commercialise a portfolio of diagnostic and exosome-based products for the earlier detection, diagnosis, prognosis and monitoring of cancer and other diseases. Merchant Funds Management specialise in small and mi...

Emanuel Datt 25.07.2023

On the latest Talk Ya Book, Chris Judd welcomes back Emanuel Datt from Datt Capital. Emanuel talks us through WA1 Resources, a WA based resource exploration company that specialises in greenfield exploration focusing on future facing metals. Emanuel Datt through his fund Datt Capital is a shareholder of WA1 and believes that even despite its recent, impressive, share price action, it’s still an ex...

Nick Sladen 07.06.2023

On the latest Talk Ya Book, Chris Judd welcomes Nick Sladen from LSN Capital Partners, who've had a strong first 18 months of operation. In this episode Nick shares his bullish thesis for Pacific Smiles, why he likes their growth strategy, how quickly he thinks they can grow and what comes next for the ASX listed dental business. Proudly presented by Honan ( www.honan.com.au ).   See omnystudio.co...

Anthony Doyle 24.05.2023

On the latest Talk Ya Book, Chris Judd welcomes Anthony Doyle from Firetrail Investments. Anthony talks us through international insurance firm Ryan Specialty Holdings. Further discussing why insurance brokers can often do better in the uncertain times we're in. Proudly presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.

Romano Sala Tenna 16.05.2023

On the latest Talk Ya Book, Chris Judd welcomes back Romano Sala Tenna from Katana Asset Management. Romano talks us through gold producer and explorer Regis Resources, and how the company is progressing to become a Tier 1 gold producer with no regulatory risk. Proudly presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.

Jun Bei Liu 02.05.2023

On the latest Talk Ya Book, Chris Judd welcomes back Jun Bei Luu from Tribeca Investment Partners. Jun talks us through A2 Milk (ASX:A2M) and how China’s border re-opening is boosting the company’s prospects, and what it could do with lots of cash on the books. Proudly presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.

Dean Serroni 18.04.2023

On the latest Talk Ya Book, Chris Judd welcomes Dean Serroni from Merkle Tree Capital. Dean discusses the Ethereum Network’s recent update, also known as the Shanghai Upgrade, why it's an important event for those in the crypto community and what some of the challenges will be going forward. Proudly presented by  Honan  (www.honan.com.au). See omnystudio.com/listener for privacy information.

Scott Rundell 04.04.2023

On the latest Talk Ya Book, Chris Judd welcomes back Scott Rundell from Mutual Limited. Scott discusses the state of the banking system amid the recent turmoil, why the gold price has been moving strongly in an upward trajectory and whether the US Dollar can remain a global reserve currency. Proudly presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.

Nick Quinn 28.03.2023

On the latest episode of Talk Ya Book, Chris Judd welcomes back Nick Quinn from Spatium Capital. Nick shares his insights on the current volatile market and why it's a good time for investors with shorter term investment time frames. He then talks us through three stocks he sees interesting set ups in - Coronado Global Resources Resources, Insignia Financial and GrainCorp. Proudly presented by Hon...

Michael Goldberg 21.03.2023

On the latest episode of Talk Ya Book, Chris Judd welcomes back Michael Goldberg from Collins St Value Fund. Michael talks us through the banking crisis sweeping the world and why gold explorer ASX:BC8 could be one to follow closely. Proudly presented by Honan Insurance (www.honan.com.au). Data visualisation powered by Marketech (https://marketech.com.au/focus/). See omnystudio.com/listener for pr...

David Williams 07.03.2023

On the latest episode of Talk Ya Book, Chris Judd welcomes back David Williams from Kidder Williams. David talks us through real estate agent rating platform ASX:RMY and why it could be one to watch as it expands internationally. Proudly presented by Honan (www.honan.com.au). Data visualisation powered by Marketech (https://marketech.com.au/focus/). See omnystudio.com/listener for privacy informat...

Tom Lambeth 28.02.2023

On the latest episode of Talk Ya Book, Chris Judd welcomes back Tom Lambeth from VP Capital. Tom talks us through the lithium market and shares his views on an emerging battery minerals producer he feels has a lot of potential. Proudly presented by Honan (www.honan.com.au) and Marketech (https://marketech.com.au/focus/). See omnystudio.com/listener for privacy information.

Emanuel Datt 21.02.2023

On the latest episode of Talk Ya Book, Chris welcomes back Emanuel Datt of Datt Capital. Emanuel shares his insights on a highly active WA mineral explorer - Dreadnought Resources (ASX:DRE) and talks us through the state of the rare earths market. Proudly presented by Honan ( www.honan.com.au ) and Marketech ( https://marketech.com.au/focus/ ).       See omnystudio.com/listener for privacy informa...

John Forwood 07.02.2023

On the latest episode of Talk Ya Book, Chris Judd welcomes back John Forwood from Lowell Resources Fund. John talks us through the helium market and why it's a commodity to watch out for. We look at his stock pick, Blue Star Helium (ASX:BNL), which he believes holds solid prospects and growth. Proudly presented by Honan ( www.honan.com.au ) and Marketech ( https://marketech.com.au/focus/ ).     Se...

Brad King 30.01.2023

On the first episode of Talk Ya Book for 2023, Chris Judd welcomes back Brad King from Armytage Private. Brad walks us though an exciting and under the radar commodity - Tin - and a small cap company he thinks is well placed to take advantage of the forecasted structural supply deficit. Proudly presented by Honan ( www.honan.com.au ) and Marketech ( https://marketech.com.au/focus/ ). See omnystudi...

Angelo Del Borrello 22.12.2022

On the latest episode of Talk Ya Book, Chris Judd welcomes Angelo Del Borrello from Acure Asset Management. Angelo discusses why the retail and commercial property markets could be rising post pandemic and what his outlook is for 2023 for the broader commercial property market. Proudly presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.

Talk Ya Book | Rob Tucker 20.12.2022

On the latest episode of Talk Ya Book, Chris Judd welcomes Rob Tucker from Chester Asset Management. Rob walks us through a fall from grace milk producer, Synlait Milk (ASX: SM1), which he believes holds solid prospects for a strong recovery and near term transformational growth. Proudly presented by Honan ( www.honan.com.au ).  See omnystudio.com/listener for privacy information.

Scott Rundell 06.12.2022

On the latest episode of Talk Ya Book, Chris Judd welcomes Scott Rundell from Mutual Limited. Scott lends us his perspective on how the RBA will manage the tail-end of this rate hiking cycle, the immediate and medium-term impact on the housing market, and the potential steepness of ‘looming’ recession. Proudly presented by Honan ( www.honan.com.au ). See omnystudio.com/listener for privacy informa...

Ryan McMillan 29.11.2022

On the latest episode of Talk Ya Book, Chris Judd welcomes Ryan McMillan from Merkle Tree. Ryan talks us through the recent developments in the FTX crypto scandal, the ‘crypto winter’ and the future of Bitcoin. Proudly presented by Honan ( www.honan.com.au ).  See omnystudio.com/listener for privacy information.

Aaron Yeoh 22.11.2022

On the latest episode of Talk Ya Book, Chris Judd welcomes Aaron Yeoh from OC Funds Management. Aaron walks us through a business he believes uniquely performs well during any stage of the cycle, integrated building services company specialising in insurance claims, Johns Lyng Group (ASX: JLG). Proudly presented by Honan ( www.honan.com.au ).   See omnystudio.com/listener for privacy information.

Anthony Doyle 15.11.2022

On this week’s episode of Talk Ya Book, Chris Judd welcomes Anthony Doyle from Firetrail. Taking a break from our usual focus on Aussie small caps, Anthony walks us through a deceptively interesting play in a large American timberland company, looking to shift its focus towards a potentially very profitable carbon capture and credits model. Proudly presented by Honan ( www.honan.com.au ).    See o...

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