Shares for Beginners

Focus on the things that you can control - Jack Bogle. My guest today is Daniel Reyes is Head of Investments, and Head of Investment Strategy Group, Asia-Pacific at Vanguard Investments. This interview is solid gold for anyone interested in ETFs. His explanations are calm and crystal clear. I know you'll enjoy listening. The interview was recorded for a US market but it will mostly make sense to s...

On the first day of spring, Andrew and I sat down for our first ever Shares for Beginners Facebook Live . It was enjoyable to answer questions live and meet some of you. For those who missed it, this is an edited highlight reel of the chat. Andrew has so much investing knowledge and loves to geek out on Annual Reports. He provides clear, simple investing tips that will help all of us. We also take...

How do you profit from crime without risking a lengthy prison sentence? Ilan IIsraelstam is the co-founder of ETF provider Betashares . He joined me to discuss ETFs and in particular the HACK cybersecurity ETF. We discussed his business history from DJ services through to global strategy. He's a very smart guy and a lovely guest. There's some great lessons here for the beginner investor and an ove...

Fred Schebesta is the co-founder & CEO of Finder and crypto brokerage firm Hive-X. He's a thought leader, promoter, joker and all-round dude. It was excellent to sit down with Fred for a wide-ranging discussion about: How the world has changed Investment trends Following the Founder Trading vs Investing Lesson learnt on the floor of the NYSE Cryptocurrencies Consumer Data Rights Advice for inv...

Vic Jokovic was appointed as CEO to Chi-X Australia in January 2018. He previously spent 26 years at Deutsche Bank, most recently as co-head of global markets for Australia & NZ, before departing in April 2017. Prior to leading global markets, he held several key executive roles at Deutsche Bank including; head of debt & equity sales for the institutional client group, and head of cash equ...

Emilie O’Neill is the ESG and Equities analyst of the eInvest Future Impact Small Caps Fund (Managed fund) (Code: IMPQ ) , which is an Active ETF focusing on smaller companies that are making a positive contribution towards a sustainable future. Emilie takes us through the jargon around ethics, sustainability and ESG, and why smaller companies are best positioned to invest in this way. We discusse...

How to start investing with as little as five dollars. I'm joined by Kylie Purcell from comparison site Finder. We discuss 3 options that will help you to begin investing. We discuss: RAIZ Spaceship Commsec Pocket Vanguard Investor Link to the blog post https://www.sharesforbeginners.com/blog/finder Link to Guest website: https://www.finder.com.au/author/kyliepurcell Got something to say? Join the...

Michael Dee is the CEO and founder of Pythagoras Investing. This episode was recorded on Tuesday June 2, 2020 and Michael gives his overview of economic and share market recovery - which won't necessarily be synchronised. This interview came about after 2 conversations. During the recent COVID lockdown I was speaking with Evan McQuire who was unremittingly gloomy about the economy and therefore th...

How does a virologist become a fund manager? What can a scientist bring to investment markets? The biggest stock on the Australian market is in health care - CSL. This sector has hit the news recently for obvious reasons. It's an area that merits further study for those keen to learn about markets. We're all health care consumers in one way or another and the sector covers everything from health s...

Some people invest in managed funds, some work as a fundie. A few brave souls create their own fund from the ground up. In this episode we hear from Matt Joass as he shares his insights into the inner workings of the industry, fast-growing kiwi start-ups and traps to watch out for. Matt’s ideal investment is a small, fast-growing business, that is capital-light, with demand- and supply-side compet...

I've partnered with the Australian Shareholders' Association to create a new podcast - The Equity Investor Journey . Here's an episode that I think you will enjoy by way of introduction. The ASA is a fantastic organisation that lobbies for the interests of shareholders as well as providing a wealth of investing education. This episode features Steve Mabb, a successful businessman turned full-time...

Mark Tobin has been passionate about finding "undiscovered" microcap stocks ever since he began his career as an equity analyst in Sydney. He's been hooked on uncovering these hidden gems and following their story and evolution. In spite of his obvious non-Australian accent and calling from South Africa, Mark has his finger firmly on the pulse of the smallest end of the ASX. He was a pleasure to c...

I think a lot of people are becoming tired of the constant news about "The Virus" and the effects on the markets. That's why I needed a change of pace. A refresher, if you will. I wanted to go back to first principles and show an example of what the share market is really all about - the allocation of capital to fund innovations that may change the way we do things and make all our lives better. T...

Evan McQuire appeared in the second ever edition of Shares for Beginners. He's joined us again to talk about his views on the current market situation. Blog post for this episode: https://www.sharesforbeginners.com/blog/evan MF&Co, Evan's brokerage firm: https://mfam.com.au/ Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time....

Recorded remotely on Tuesday March 31 at 1pm with Julian McCormack, an investment specialist at Platinum. Julian is a contrarian investor who has been saying for over a year that we were reaching the end of a cycle of calm in share markets. As he says, we can't predict what the catalyst will be for a downturn but there will be one eventually. And here we are. Platinum is an Australia-based investm...

Another corona edition. During this period I’m concentrating on current events and trying to keep you updated with a range of views from a number of angles. My guest today is Steve Bull from ETF Watch and TOMORROW Super. Here's a link to the blog post https://www.sharesforbeginners.com/blog/etf-watch We're talking about accessing super, buying opportunities, discounted LICs that may present opport...

Looking beyond the noise - with a special bonus bark of optimism from Bear the Studio Pooch . Market update recorded at 9am March 18, 2020. Should you be edging back into the market now? Maybe, maybe not. Picking the bottom is impossible and if you wait for the coast to be clear, markets will have already taken off. There are no easy answers. Rob Gilmour was my guest on the first ever episode of S...

Is this your first global share market meltdown? I generally talk about markets in broad brush strokes. This is not a news podcast but I know there's a lot of anxiety around at the moment. Hence this episode. Blog post for this episode - https://www.sharesforbeginners.com/blog/situation-normal . Tony & I recorded this on Wednesday March 11 after the Australian market dropped ~20% over the last...

This bonus episode is a shameless plug for the Australian Shareholders' Association. I’ve mentioned them many times on this podcast and the great work that they do. I’m a member and I strongly suggest, highly recommend and implore you to join. It’s $130 a year for online only membership, which is a bargain, and as you’ll hear from John it works for the interests of individual shareholders like you...

When we think of shares we generally think of single companies that are listed on the stock market. This is not always the case. Some shares allow you to access investments that are generally beyond the scope of individual investors. Such is the case with Bailador – ASX:BTI, a specialist investor in growth stage information technology businesses. I am pleased to welcome our guest David Kirk, co-fo...

Roger Montgomery is Chief Investment Officer and founder of Montgomery Investment Management. This followed a successful career as an analyst, strategist, fund manager and public company chairman. We discuss: Value, growth and momentum investing How franking credits affect investment in Australian companies Valuing small & micro-cap companies The difference between 20th and 21st century compan...

Today is the first birthday of this podcast. I want to thank you the listeners for your kind words and comments. I hope that I’m doing something to help you learn about how and where your money is invested. I also wanted to talk to you about time - the most important investing tool that you have on your side. The blog post for this episode is here - https://www.sharesforbeginners.com/blog/first-bi...

Today I’m chatting with Chris Tate from the Trading Game. Chris has seen all types of markets and traded practically every instrument available, and if you don’t know what an instrument is in financial terms, you’ll find out in this episode. Many of my guests use fundamental analysis to value companies and come up with their investment strategy. But we can’t ignore the other approach which is know...

Tony Kynaston is a former senior executive of companies like Coles and Shell. He started investing in the stock market 30 years ago and developed a simple checklist methodology (by studying people like Warren Buffett) that allowed him to retire from his corporate career at age 43 and become a professional investor. And he’s done pretty well since then. The average return on his portfolio over the...

Here's a link to the blog post for this episode https://www.sharesforbeginners.com/blog/claude-walker - Match your risk to your experience . Claude is an Australian small company investor who looks for the best opportunities at the small end of the ASX. He is the founder of A Rich Life and he looks for profitable, ethical businesses suitable to invest in. Claude is trained in law and is interested...