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 privacy information.

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 information.

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 information.

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/listener for privacy information.

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 information.

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 information.

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 Honan Insurance Group (www.honan.com.au).See omnystudio.com/listener for privacy information.

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 omnystudio.com/listener for privacy information.

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 information.

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 and the exciting space of blockchain games. Proudly presented by Honan (www.honan.com.au).See omnystudio.com/listener for privacy information.

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.

Ben Griffiths from Eley Griffiths is back on Talk Ya Book this week to lend us some of his insights on the state of the market and to discuss what he believes is a great value play, with plenty of growth catalysts on the horizon. Proudly presented by Honan (www.honan.com.au).See omnystudio.com/listener for privacy information.

Munro Partners’ Nick Griffin (Founding Partner & CIO) and James Tsinidis (Partner & Portfolio Manager) are on the latest episode of Talk Ya Book to discuss their listed climate change-focused portfolio, MCCL.ASX, betting on “those companies that are best positioned to champion and win” from decarbonisation. Tune in to hear their insights on the incredible opportunities from these structural changes and how Munro looks to find their “climate winners.” Proudly presented by Honan (www.honan.com.au).See omnystudio.com/listener for privacy information.

Director and Portfolio Manager of Surrey Asset Management, Michael Woolhouse, helps us welcome back Talk Ya Book in 2022, as we get stuck into his favourite top performing Aussie telco play, Uniti Group (ASX: UWL). Whilst Uniti has already had a stellar run since its 2019 listing, tune in to hear why Michael thinks there’s still plenty left in the tank. Proudly presented by Honan (www.honan.com.au).See omnystudio.com/listener for privacy information.

Emanuel Datt from Datt Capital is back on Talk Ya Book to discuss the often under-looked commodity Tin, and the potential the material plays in the rapidly evolving digital economy. Tune in to listen to his views on an exciting play on the commodity through Metals X (ASK: MLX), a small-cap producer looking to take advantage of the meteoric rise in the price of Tin. Proudly presented by Honan.See omnystudio.com/listener for privacy information.

Nicholas Quinn from Spatium Capital is back on Talk Ya Book to discuss the rapidly developing ESG investing landscape, the recent extreme commodity inflation, and three of his favourite stocks picks. Proudly presented by Honan (www.honan.com.au).See omnystudio.com/listener for privacy information.

Ben Griffiths from Eley Griffiths Group is back on Talk Ya Book with an ASX listed healthcare company that has fallen out of love in the second half of this year, but he believes offers investors a great entry point to a seasoned, quality stock. After a recent strategic acquisition and positive early signs for FY22, he feels there is plenty of upside from a possible rebound. Proudly presented by Honan (www.honan.com.au) See omnystudio.com/listener for privacy information.

In this episode of Talk Ya Book, we’re joined by CIO of Forager Funds, Steve Johnson. Steve was 2-for-2 in his last appearance on Talk Ya Book, and he’s looking to keep up his impressive track record with the small cap software company, Whispir (ASX: WSP). Proudly presented by Honan.See omnystudio.com/listener for privacy information.

In this episode of Talk Ya Book, we’re joined by Portfolio Manager at Spheria Asset Management, Gino Rossi. Gino runs the global micro cap fund at Spheria and we get some insight on one of his favourite picks at the moment, French pharmaceutical company, Vetoquinol (EPA: VETO). Proudly presented by Honan (www.honan.com.au).See omnystudio.com/listener for privacy information.

In this episode of Talk Ya Book, we’re joined by Equity Analyst at Lanyon Asset Management, Jack Trengove. Jack’s niche Elite Athlete fund has had a stellar run since inception, returning 95% over 2-years. On this episode, we get to hear about an interesting ‘ESG’ play in a very high quality iron ore miner, Champion Iron (ASX: CIA). Proudly presented by Honan (www.honan.com.au).See omnystudio.com/listener for privacy information.

In this episode of Talk Ya Book, we’re joined by founder of Waterhouse VC, Tom Waterhouse. Tom’s experience as one of Australia’s leading bookmakers has allowed him to yield incredible results for his investors to date, returning 489% over the last 12-months and 1802% since inception, August 2019. On this episode we get some insight on his BetMaker’s position (ASX: BET) and the huge potential from the budding U.S. wagering market. Proudly presented by Honan (www.honan.com.au).See omnystudio.com/listener for privacy information.

In this episode of Talk Ya Book, we’re joined by Senior Analyst at Aoris Investment Management, Delian Entchev. Aoris’ manages a single international investment portfolio, with a focus on picking 10-15 market leading stocks, that they believe is key to beating the market. On this episode, we get to hear about one of those high quality companies, luxury goods company, LVMH Moët Hennessy Louis Vuitton. Proudly presented by Honan.See omnystudio.com/listener for privacy information.

On the latest episode of Talk Ya Book, we’re joined by the co-founder of Iris Energy, Daniel Roberts. Iris Energy is on track to becoming the world’s biggest bitcoin miner, with a focus on renewable energy, addressing one of the biggest concerns around the cryptocurrency. Iris recently filed with the SEC for a direct listing on the NASDAQ, hoping to float in late 2021. 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 Flinders Investment Partners, Andrew Mouchacca. Flinders is a fund focused heavily on listed Australian small and emerging companies, and on this episode, we get to hear some of his insights on graphite, its place in the battery minerals space, and a potential play through Syrah Resources (ASX: SYR). 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 Montgomery Investment Management, Gary Rollo. Gary’s small companies fund has had a stellar run over the past 12-months, returning 43.8%, and on today’s episode we get to hear about one of his top picks in the telco and e-sports space, Pentanet (ASX: 5GG). Proudly presented by Honan.See omnystudio.com/listener for privacy information.

On the latest episode of Talk Ya Book, we’re joined by CIO at Lowell Resources Funds Management, John Forwood. Lowell is a unique fund that focuses on the junior resource sector, leading to some brilliant insights on some of Australia’s best up and coming small caps, and on this episode, we get to hear more about an exciting Copper play in Caravel Minerals (ASX: CVV). Proudly presented by Honan (www.honan.com.au).See omnystudio.com/listener for privacy information.

In this episode of Talk Ya Book, we’re joined by Portfolio Manager at Antipodes Partners, Sunny Bangia. Sunny covers consumer, domestic services, financials and infrastructure stocks across Asia and emerging markets, and on this episode, we get some impressive insights into the developing consumer market in China and some long-term “green” thematics he forecasts will dominate the investing landscape for years to come.See omnystudio.com/listener for privacy information.

Michael Goldberg from Collins St Value Fund is back on Talk Ya Book with a stock who had its ‘falling from grace’ and is now looking for a turnaround under new management. Retail food group (ASX: RFG) has become a fund favourite, with Michael and others believing that whilst there is work to be done in rebuilding the brand, theres’s still plenty of value hiding beneath the surface. Proudly presented by Spirit Technology Solutions. See omnystudio.com/listener for privacy information.

In this episode of Talk Ya Book, we’re joined by Portfolio Manager at Spheria Asset Management, Marcus Burns. Spheria’s approach to picking stocks might almost sound unconventional to most modern investors, focusing on small cap opportunities generating positive cash flow. In this episode we get to hear about one his favourite financial services companies, IOOF holdings (ASX: IFL). Proudly presented by Spirit Technology Solutions.   See omnystudio.com/listener for privacy information.

In this episode of Talk Ya Book, we’re joined by founder and Portfolio Manager of Capital H Management, Harley Grosser. We get to hear more about one of his favourite stocks in the small cap space, Motio (ASX: MXO). Harley joined the board as a non-executive director of Motio earlier this year, a unique approach he believes helps add value to his role as an asset manager. Proudly presented by Spirit Technology Solutions.See omnystudio.com/listener for privacy information.

In this episode of Talk Ya Book, we’re joined by Co-CIO and Portfolio Manager at Bombora Group, Gregg Taylor. Gregg has over two decades of experience in listed equity markets, helping Bombora’s Special Investment Growth Fund achieve 28.3% compounded return since inception. We get to hear more about one of his favourite stocks in the small cap space, the recently listed platform company, Bike Exchange (ASX: BEX). Proudly presented by Spirit Technology Solutions.See omnystudio.com/listener for privacy information.

In this episode of Talk Ya Book, we’re joined by Managing Director and Portfolio Manager of Holon Global Investments, Heath Behncke. Heath’s incredible career in this space lead him to starting Holon in 2018, where he has returned 32.9% p.a. since inception. We get to hear his views on portfolio management, where he believes most are “overweight the old-world and underweight the new-world,” as well as his insights on the blockchain technology behind File Coin ($FIL). Proudly presented by Spirit Technology Solutions.See omnystudio.com/listener for privacy information.

In this episode of Talk Ya Book, we’re joined by CFO of Forager Funds Management, Steve Johnson. After an impressive 2020 - returning 112% on on the Australian fund and 84% on the international fund - we get to hear more about Steve’s investment philosophy, as he walks through two of his favourite companies, RPM Automotive (ASX: RPM) and iSelect (ASX: ISU). Proudly presented by Spirit Technology Solutions.See omnystudio.com/listener for privacy information.

In this episode of Talk Ya Book, we’re joined by founder and Portfolio Manager of Frazis Capital Partners, Michael Frazis. After an impressive 2020 - returning north of 100% for his long-only international equities fund - we get to hear more about his investing strategy and one of his favourite stocks at the moment, Moderna (NASDAQ: MRNA). Proudly presented by Spirit Technology Solutions.See omnystudio.com/listener for privacy information.

In this episode of Talk Ya Book, we’re joined by co-founder and Portfolio Manager of VP Capital, Tom Lambeth. His stock picks and market insights have earned him a regular spot on the Talk Ya Book series and he joins us today to discuss Business Loan Specialist, Prospa (ASX: PGL). Proudly presented by Honan.See omnystudio.com/listener for privacy information.

In this week’s episode of Talk Ya Book we’re joined by Marcus Guzzardi from Cooper Investors. Marcus is the co-head of Americas at Cooper and talks us through an exciting stock in the gaming and entertainment industry, Activision Blizzard (NASDAQ: ATVI). Proudly presented by Honan (www.honan.com.au).See omnystudio.com/listener for privacy information.