Chris Judd's Talk Ya Book Podcast

On this week’s episode of Talk Ya Book, Chris Judd welcomes Joseph Constable from Hancock & Gore. Joseph’s strategy is highly concentrated and active, walking us through one of his favourite picks in Po Valley Energy (ASX: PVE), looking to take advantage of Europe’s push away from over-reliance on Russian energy. Proudly presented by Honan ( www.honan.com.au ).  See omnystudio.com/listener for...

On this week’s episode of Talk Ya Book, Chris Judd welcomes back John Forwood from Lowell Resources Funds Management. John lends us his insights into the iron ore market, the significance of China’s 20th National Congress, and one of his favourite iron ore small caps, CZR Resources (ASX: CZR). Proudly presented by Honan ( www.honan.com.au ).  See omnystudio.com/listener for privacy information.

On this week’s episode of Talk Ya Book, Chris Judd welcomes back Jun Bei Liu from Tribeca Investment Partners. We discuss how her long/short fund looks to find value during volatile trading conditions and talks us through one of her favourite picks, recent takeover target, Ramsay Health Care (ASX: RHC). Proudly presented by Honan ( www.honan.com.au ).  See omnystudio.com/listener for privacy infor...

On this week's episode of Talk Ya Book, Chris Judd welcomes Tim Callan from the hybrid credit fund, Pure Asset Management. Tim walks us through how his fund takes a unique approach to raising capital for clients and shares some insights into one of their positions, Comet Ridge (ASX:COI). Proudly presented by Honan Insurance ( www.honan.com.au ).  See omnystudio.com/listener for privacy information...

On this week’s episode of Talk Ya Book, Chris Judd welcomes back Romano Sala Tenna from Katana Asset Management. We discuss how Romano is tackling these tough market conditions and get some insight into a coal stock that’s yet to have its run. Proudly presented by Honan ( www.honan.com.au ).   See omnystudio.com/listener for privacy information.

On this week’s episode of Talk Ya Book, Chris Judd welcomes Tony Sutton and Josh Kitchen from Sintra Capital. The two former K2 asset managers talk us through one of their highest conviction plays at the moment, with surprising top line growth, Deckers Outdoor (NYSE: DECK). Proudly presented by Honan ( www.honan.com.au ).   See omnystudio.com/listener for privacy information.

On this week's episode of Talk Ya Book, Chris Judd welcomes Strawman legend and founder of Merewether Capital, Luke Winchester. Luke runs us through the "mandate" behind his micro cap fund and offers one of his favourite picks at the moment, Global Health(ASX:GLH). Proudly presented by Honan Insurance. See omnystudio.com/listener for privacy information.

On this week’s episode of Talk Ya Book, Chris Judd welcomes back Nick Maclean from Surrey Asset Management. With the Aussie housing market front of mind for most investors, Nick walks us through a potentially exciting play in Domain Holdings (ASX: DHG) where he sees multiple avenues for growth on the horizon. Proudly presented by Honan ( www.honan.com.au ). See omnystudio.com/listener for privacy...

On this week’s episode of Talk Ya Book, Chris Judd welcomes back Gary Rollo from Montgomery Investment Management. Gary walks us through one of his favourite value picks at the moment, telecom software business Symbio Holdings (ASX: SYM). Proudly presented by Honan ( www.honan.com.au ). See omnystudio.com/listener for privacy information.

On this week’s episode of Talk Ya Book, Chris Judd welcomes back Nicholas Quinn from Spatium Capital. Nicholas shares his insights on the recent market bounce, how Russia’s impact on energy prices might persist longer than some expect, and a few trades currently on his radar. Proudly presented by Honan ( www.honan.com.au ).  See omnystudio.com/listener for privacy information.

On this week’s episode of Talk Ya Book, Chris Judd welcomes back Harley Grosser from Capital H Management. Harley talks us through a position he is personally involved in, an exciting micro-cap financial services business servicing Aussie fund managers (ASX: ARC). Proudly presented by Honan ( www.honan.com.au ). See omnystudio.com/listener for privacy information.

On this week’s episode of Talk Ya Book, Chris Judd welcomes back Steve Johnson from Forager Funds Management. Tune in for an update on Steve’s conviction behind ASX listed Whispir Ltd and a few of his insights to battling the market in 2022. Proudly presented by Honan ( www.honan.com.au ). See omnystudio.com/listener for privacy information.

On this week’s episode of Talk Ya Book, Chris Judd sits down with Emanuel Datt from Datt Capital. We get to hear Emanuel’s insights on the global energy crisis, underinvestment in some key energy commodities, and why he thinks the thermal coal trade still has some way to go. Proudly presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.

On the latest episode of Talk Ya Book, we’re joined by Portfolio Manager at Armytage Private, Brad King. As Australia breaks participation records, whilst maintaining historically low unemployment, Brad pitches one of his favourite small cap opportunities that looks to take advantage of the tight labour market, PeopleIn (ASX: PPE). Proudly presented by Honan (www.honan.com.au). See omnystudio.com/...

On the latest episode of Talk Ya Book, we welcome back Portfolio Manager of VP Capital Tom Lambeth. In tune with Australia’s burgeoning gas crisis, Tom discusses the broader global energy market and his favourite opportunity in Australian east-coast gas explorer and producer, Cooper Energy (ASX: COE). Proudly presented by Honan ( www.honan.com.au ). See omnystudio.com/listener for privacy in...

On the latest episode of Talk Ya Book we talk to Karina Bader from Acorn Capital, a boutique fund manager that specialise in emerging companies. In today's episode Karina talks us through her bullish thesis on rare earths and an ASX listed company looking to capitalise on that thematic. Proudly presented by Honan Insurance Group ( www.honan.com.au ) See omnystudio.com/listener for privacy informat...

On the latest episode of Talk Ya Book we welcome back Michael Goldberg from Collins St Value Fund who specialise in micro-cap stock picking. Michael gives us an insight into CSVF’s investment style with todays pick of an under the radar mining company looking to benefit from the transition to clean energy technologies and the commodities required for that transition. Proudly presented by Hon...

On the latest episode of Talk Ya Book, we sit down with Managing Director of the Crypto based fund Merkel Tree Capital, Dean Serroni. We discuss how Merkel markets themselves to institution grade investors, current volatility in crypto markets, and Dean’s favourite protocol, Solana. Proudly presented by Honan ( www.honan.com.au ).   See omnystudio.com/listener for privacy information.

On this episode of Talk Ya Book, we sit down with Partner and Portfolio Manager at Flinders Investment Partners, Andrew Mouchacca. Andrew lends us his fresh perspective on tackling this historically volatile market, while offering one of his favourite picks at the minute, the fast growing business financing company, early pay (ASX: EPY). Proudly presented by Honan ( www.honan.com.au ). See omnystu...

In this week’s episode of Talk Ya Book we welcome back CIO of Coolabah Capital and AFR columnist, Chris Joye. On this special episode, we dive into the Federal Reserve’s interest rate dilemma, the prospect of another recession, and Chris’ global conflict predicting model. Proudly presented by Honan. See omnystudio.com/listener for privacy information.

In this week’s episode of Talk Ya Book we welcome back David Williams from Kidder Williams. We get to hear the story behind one of his most bullish positions in Polynovo (ASX: PNV), the battle with short sellers, and his expert opinion on the daunting prospect of food inflation. Proudly presented by Honan ( www.honan.com.au ). See omnystudio.com/listener for privacy information.

Alison Savas from Antipodes joins us on the latest episode of Talk Ya Book to share insight on how her fund looks at value stocks differently and a potential ‘diamond in the rough’, in a NASDAQ listed telco play with an unfortunate past, but with plenty to look forward to in 2022 and beyond. Proudly presented by Honan ( www.honan.com.au ). See omnystudio.com/listener for privacy inform...

On this episode of Talk Ya Book, we sit down with Portfolio Manager of Listed Reserve, Daniel Pickering. Listed Reserve is a managed fund offering investors exposure to the digital asset space, returning some impressive results since inception in 2018. Tune in to hear Daniel’s insightful and ‘grounded’ views on what he believes will be the dominating crypto assets of the future a...

Gino Rossi from Spheria Asset Management is back on Talk Ya Book this week to discuss his favourite ‘turn around’ stock and what to look for when betting against a market that turned its back on a once market darling. Proudly presented by Honan ( www.honan.com.au ). See omnystudio.com/listener for privacy information.

On this week of Talk Ya Book we welcome Andrew Parsons - Executive Director of Resolution Capital - to give us his unique insight on the global real estate market, the global bond market and what we might expect for Australia’s property market over the next few years. Proudly presented by Honan ( www.honan.com.au ). See omnystudio.com/listener for privacy information.