Shares for Beginners

What are the metals that are essential to the energy transition revolution and how can you access the royalties from some of your favorite recording artists? In this episode I'm joined by Cameron Gleeson from Betashares to discuss the XMET & ROYL ETFs. Link to Betashares Exchange Traded Funds | ETF Australia | Betashares Blog post available at: https://www.sharesforbeginners.com/blog/gleeson P...

Some people leave notes for their kids on the fridge. Others start a blog. Tim Ellis is my guest in this episode. He is the author of the Dad Investor Blog . He wanted to leave little notes for his kids in the future – how to set a budget, save money, spend money, buy a property, save for a baby and more. The goal was to make it clear and concise on what he'd learnt about the most important aspect...

The QAV Investing podcast is hosted by Tony Kynaston and Cameron Reilly. The podcast is based on the QAV (Quality at Value) system that uses a checklist and a framework to analyze and score stocks based on their latest financial figures. The QAV system is based on the belief that it's better to rely on numbers rather than stories when it comes to investing. CEOs and company management are often pr...

Listed Investment Companies have been around for a long time. In this episode I'm joined by Ian Irvine from LICAT to talk about the 100th birthday of Australia's first LIC, active vs passive management and what motor racing can teach us about investing. The Listed Investment Companies and Trusts Association (LICAT) represents the interests of LICs and LITs, and investors. Here's a link to the LICA...

When you start delving into the world of investing, you quickly realize how many newsletters are available to help you choose stocks for your portfolio. But how do you find the one that's right for you? Simon Shepherd is principal and senior partner at Providence Advisory . He's a financial advisor, planner and personal wealth coach to a wide variety of clients, including senior executives, self-e...

Investment philosophy is always a work in progress. In this episode I was joined by substack authors Daye Deng and Balkar Sivia who have an article titled Memo: Value Investing Revisited - Rethinking volatility, conviction, and Mr. Market . Value investing is a philosophy learned from well-known investors like Warren Buffett and Benjamin Graham . There is a standard set of principles in value inve...

Somehow markets seem to be heading upwards just as the news seems to be getting worse and worse. Higher interest rates mean less money for people to spend, which will have a negative effect on company profits. There may even be a recession, but are there ways to benefit? Joining me today is a glass half full kind of guy, David Harvie from Saxo Markets .  We wade into the shallow of&...

Superannuation represents about a fifth of the net worth of Australian households. There’s over $2.2 trillion invested in super growing at $100 billion every quarter. Choosing the right superannuation fund is one of the most significant financial decisions you will ever have to make. The choices are mind-boggling. Joining me in this episode is Vince Scully from Life Sherpa. “It's the curse of too...

Have you ever found yourself worrying about money despite earning a decent salary? You're not alone. In fact, nearly half of Australians report feeling stressed about their finances. It's hard to change and people think that it requires deprivation, an iron will and a spreadsheet. Lily Sussman is the chief Strategy Officer at Wisr and a driving force behind the Wisr Today app. She believes that ba...

Simon Ree is the author of The Tao Of Trading: How To Build Abundant Wealth In Any Market Condition . But why does the world need another book on options trading? There are already hundreds of them out there. Simon thought that all of the ones that he'd read were boring. The sorts of book you'd only read if your boss was making you do it. He thinks that sometimes the authors like to show off how g...

Inflation, recession, high interest rates, mortgage stress, cost of living pressures, and I'll add war to that list as well. Just some of the cheery headlines that we can look forward to in 2023. And this is the first recording of the new year. And who better to welcome back to the microphone than old friend of the podcast Julian McCormack, investment Analyst from Platinum Asset Management. We spo...

Hey there, hope you're enjoying your January holidays (if you're listening in the southern hemisphere). I'm back in the saddle - at a canter not a gallop just yet. This is a repeat from another podcast I make for the Australian Shareholders' Association - AGM Watch. Each year the Australian Shareholders' Association monitors the performance of most of Australia’s top 200 companies - protecting the...

Recorded before Christmas but released as the first episode of the New Year, Jodi Pettersen has been a friend of the podcast from the early days. She's off to start a new life in Italy and we sat down to chat with no particular agenda. She used to work at eInvest which has now been folded back into the parent firm. We spoke about the size of the institutional world of money, how I did the wrong fi...

Blog post available at: https://www.sharesforbeginners.com/blog/stockopedia   Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.   Portfolio tracker 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/sharesforbegin...

Great to catch up with Gary Brode after following him so long his twitter feed . He always takes a clear position, explaining his reasoning and taking the risk of being wrong. In this episode we spoke about the outcome of the mid-term elections, US energy policy, inflation, and what a sovereign debt default looks like. Good to get the perspective from an American point of view. Find out more about...

What is a share registry and how does it work? Ibrahim Hussein from Computershare explains that a share registry is a company that manages the relationship between a listed company and its investors. They are responsible for any communication and paperwork between the two, as well as any corporate events or actions. Ibrahim walks us through the process of becoming a shareholder, from buying shares...

Recently, my mother’s financial adviser retired. His clients were transferred to another advice firm. This meant that and my brother and I were presented with an updated Statement of Advice . Before I started doing this podcast I had no idea about what a document like this covered. For most ordinary people it’s a classic case of Too Long Did Not Read . Most people’s eyes glaze over and they sign t...

Stephen Clapham is the founder of Behind the Balance Sheet. He’s had a 25-year career as an investment analyst. He now offers training to professional investment analysts, portfolio managers and private investors. In this Quick Tip He talks about how the finance industry bewilders ordinary investors with jargon that is not really that hard to understand. He talks about Fees, Discounted Cash Flow a...

Brad Smith is the Founder/CEO of Braap motorcycles. He’s been named as the Australian Young Entrepreneur of the year twice, International Young Entrepreneur of the year and runner-up and young Australian of the year of his state. Brad has served on the advisory board to the Reserve bank of Australia for small business and in 2013 rode his Braaap to a 4th place at the world title in Las Vegas. We s...

"There's a time and a place for being aggressively contrarian and aggressively foraging through the tip. Then there are other times when most of the stuff in the tip is just rubbish." Steve Johnson is the Chief Investment Officer of Forager Funds Management. In this Quick Tip he’s talking about narrowing your investment universe, the difference between open and closed ended funds, and not being co...

How can listening to music make you a better investor? What if there’s something more to life than investing, stocks and money? In this episode I’m joined by Vitaliy Katsenelson to talk investing, Stoic philosophy and the importance of story-telling. Vitaliy Katsenelson was born in Murmansk, USSR, and emigrated to the United States with his family in 1991. After joining Denver-based value investme...

My guest today believes that the tools and levers to enable personal finance have never been better, simpler, cheaper or more accessible, particularly here in Australia. DAVID SCOLLON has spent twenty-five years in the financial industry, and recognises the complexities and challenges people face with personal finances. In Mission: Possible, he demystifies the topic to help people manage their mon...

Tony Kynaston is arguably one of Australia’s best private investors. Tony is a former senior executive of companies like Coles and Shell. He started investing in the stock market 30 years ago and developed a checklist methodology to become a professional investor. It’s called Quality at Value. In this Quick Tip Tony talks about joining the Australian Shareholders’ Association and the serious misco...

I've been thinking a lot lately about how little I know about the metrics that investors use to value companies. We had a look at the P/E Ratio a few weeks ago. This week Craig Mercer joined me again to discuss Return on Equity or ROE . But like all the best metrics, they become more complicated the more you dig into them. The warning for beginners is to not take a metric on face value. Craig Merc...

Behavioural Finance is the application of psychology to financial decision making. By allowing psychological biases and emotions to affect investment decisions, investors can do serious harm to their wealth. Zaffar Subedar has over 15 years of experience in the financial services industry and academia. In this Quick Tip he talks about how to avoid self-sabotaging behaviour, the guru syndrome and t...