PLAY PODCASTS
Shares for Beginners

Shares for Beginners

459 episodes — Page 5 of 10

S1 Ep 262Weekend Watchlist - Ventia Services ASX:VNT

I'm joined by Elio D'Amato to discuss Ventia Services ASX:VNT. Ventia Services Group Limited is an Australia-based essential infrastructure services provider in Australia and New Zealand. It has four segments: Defence and Social Infrastructure, Infrastructure Services, Telecommunications, and Transport.Shares for Beginners and Stockopedia proudly present "Weekend Watchlist" where each week we dissect one company using Stockopedia's Factor driven analysis process. Go to https://why.stockopedia.com/sfb/ for your free trial and special discount offer. Why not join Stockopedia today and take advantage of this special offer of 10% off the first year of membership and see for yourself why Stockopedia is the essential tool for every serious DIY share investor. 14 day free trial included, then a no-quibble 30 day money back guarantee. https://why.stockopedia.com/sfb/ Find out more about Stockopedia by going to my review: https://www.sharesforbeginners.com/stockopedia-aunz-reviewDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Oct 6, 202318 min

S1 Ep 261Steve Mabb - Australian Shareholders' Association | On Boards and Bonuses

The Australian Shareholders' Association (ASA) is a not-for-profit organization that represents the interests of individual investors in Australia. They aim to empower and protect the rights of shareholders, especially small investors like beginners in the share market. ASA offers a range of services to its members, including educational resources, advocacy on shareholder issues, and opportunities to engage with companies through shareholder meetings. They also provide guidance on corporate governance and best practices for shareholders.Blog post available at: https://www.sharesforbeginners.com/blog/steve-mabb-asaTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT a free month of QAV Light. Find out more about QAV at this link: https://www.sharesforbeginners.com/qav-quality-at-valuePortfolio tracker Sharesight records your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesforbeginners.com/sharesight-portfolio-tracking Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Oct 3, 202343 min

S1 Ep 260Angus Gluskie - Whitefield Industrials Ltd | Celebrating 100 years

Joining me today to celebrate 100 years of Australia's oldest LIC is the chair and managing director of Whitefield Industrials, Angus Gluskie. Listed Investment Companies have been used by Aussies to help generate income and compound returns for a century.Angus has over 30 years’ experience in the investment management and financial services fields. He has qualifications in investment management, economics and chartered accountancy. He has worked with Whitefield and associated entities since 1987.More info at the blog post: https://www.sharesforbeginners.com/blog/whitefield-industrialsHere's a link to the Whitefield website: Whitefield LtdPortfolio tracker Sharesight records your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesforbeginners.com/sharesight-portfolio-tracking Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Sep 26, 202338 min

S1 Ep 259Mathew Hodge - Morningstar | Australian Mining - Digging Down Under

"It's 30 plus degrees underground, a hundred percent humidity, the air is saturated, and you breathe out, like steam in the morning. The underground is soaking hot, because the air can't take any more moisture."Matthew Hodge is the Director of Equity Research for Morningstar Australasia. He is a mining analyst who started out working in the industry but soon realised he was too soft for the harsh working conditions. This is a repeat episode - I needed a break from producing new content but will have a brand-new episode for you next week.More info at the blog post: https://www.sharesforbeginners.com/blog/hodgeminingTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT a free month of QAV Light. Find out more about QAV at this link: https://www.sharesforbeginners.com/qav-quality-at-valuePortfolio tracker Sharesight records your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesforbeginners.com/sharesight-portfolio-tracking Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Sep 19, 202340 min

S1 Ep 258Vince Scully - Life Sherpa | Is financial advice investment advice?

In this episode I'm joined by Vince Scully as we delved into the world of financial advice. When should you start to seeking it, how much it should cost and a crucial discussion about the difference between "financial advice" and "investment advice". These two are often conflated but they serve different purposes. We spoke about the value of advice and how it helps to achieve financial independence and your life goals. But we did have a couple of questions about the costs touted by Money Smart at this link: Financial advice costs - Moneysmart.gov.au. We also dealt with a couple of comments from listener Ravi about his friend with a dodgy advisor and whether the ASX 200 is actually the best performing index in the world!Blog post available at: https://www.sharesforbeginners.com/blog/vince-scully-life-sherpaTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT a free month of QAV Light. Find out more about QAV at this link: https://www.sharesforbeginners.com/qav-quality-at-valuePortfolio tracker Sharesight records your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesforbeginners.com/sharesight-portfolio-tracking Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Sep 13, 202348 min

S1 Ep 257Chris Batchelor - Stockopedia | Free Cash Flow Don't Lie

I think we can become easily confused by the jargon, metrics and ratios that analysts use to value companies. That's why I like to break them down one by one. I'm joined in this episode by Chris Batchelor from Stockopedia to discuss Free Cash Flow - what does it mean and why is it important? Free cash flow is the amount of money that a business generates after paying for its operating expenses and investing in its growth. It is the cash that is left over for the owners or shareholders of the business to use as they wish. They can use it to pay off debt, save for future projects, or distribute as dividends.Blog post available at: https://www.sharesforbeginners.com/blog/stockopedia-chris-batchelorPortfolio tracker Sharesight records your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesforbeginners.com/sharesight-portfolio-tracking Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Sep 6, 202332 min

S1 Ep 256Mark Tobin - Coffee Microcaps | Small but Worthy Stocks

The best part of Mark Tobin's job is finding innovative and disruptive companies that you don't hear about every day. Mark has been passionate about finding "undiscovered" microcap stocks ever since he began his career as an equity analyst in Sydney. Ever since that first exposure to microcap stocks, Mark has been hooked on uncovering these hidden gems and following their story and evolution. We talked about Luke Winchester from Merewether Capital, and three microcaps that appeared at the last Coffee Microcaps conference in April. Water filtration with De.mem (ASX:DEM), helping to reduce the risk of travellers' diarrhea with Immuron (ASX:IMC), and timber and building materials supplier Big River Industries (ASX:BRI) which is nearly 100 years old.Blog post available at: https://www.sharesforbeginners.com/blog/coffee-microcapsTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT a free month of QAV Light. Find out more about QAV at this link:: https://www.sharesforbeginners.com/qav-quality-at-valuePortfolio tracker Sharesight records your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesforbeginners.com/sharesight-portfolio-tracking Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Aug 29, 202334 min

S1 Ep 255James Hill - MCF Energy | Europe's Quest for Energy Independence

What is the energy sector? How have tensions with Russia impacted global energy markets, and how can Europe's energy security be strengthened amidst conflict, uncertainty and the renewable energy revolution. My guest in this episode is James Hill, CEO of MCF Energy. With over four decades of experience in the industry, James Hill provides valuable insights into the current state of the sector and the transition toward renewable resources. While the world is moving towards renewable energy, James Hill highlights that the transition will take time. The existing infrastructure and industrial base heavily rely on oil and gas, making their continued usage necessary for the foreseeable future. Blog post available at: https://www.sharesforbeginners.com/blog/mcfenergyTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT a free month of QAV Light. Find out more about QAV at this link:: https://www.sharesforbeginners.com/qav-quality-at-valuePortfolio tracker Sharesight records your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesforbeginners.com/sharesight-portfolio-tracking Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Aug 22, 202329 min

S1 Ep 254QUICK TIP - Markel | The bounty of beautiful businesses

Steve Symington is an Investor/Writer/Analyst @TheMotleyFool. The episode this snippet was taken from was recorded in May 22, so a couple of references are slightly out of date but the general principles remain the same. We talked about Markel Corporation a US diversified insurance and financial company, known as a mini-Berkshire that is blessed by bountiful accounting principles, and some numbers around stock market declines to help you to hold your nerve when Mr Market starts getting depressed…Full episode available at: https://www.stocksforbeginners.net/blog/symingtonTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT a free month of QAV Light. Find out more about QAV at this link:: https://www.sharesforbeginners.com/qav-quality-at-valuePortfolio tracker Sharesight records your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesforbeginners.com/sharesight-portfolio-trackingDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Aug 18, 20239 min

S1 Ep 253Ian Irvine - LICAT | Tortured Investment Analogies

Let me apologise upfront for all the banging you can hear during the episode. My neighbour was having a new roof fitted during the recording. Simplifying the complex world of investment with Ian Irvine from the Listed Investment Companies and Trusts Association (LICAT). We attempt to use similes, comparisons and analogies to explain the nitty-gritty of investing. For example, imagine the ASX200 as a Lego castle. The bigger company, the more blocks they contribute to the index. Inflows and outflows can drastically alter the size of an ETF like a balloon expanding and contracting. LICs are more like a Lego castle with a fixed number of blocks.Blog post available at: https://www.sharesforbeginners.com/blog/irvineaug23Tony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT a free month of QAV Light. Find out more about QAV at this link:: https://www.sharesforbeginners.com/qav-quality-at-valuePortfolio tracker Sharesight records your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesforbeginners.com/sharesight-portfolio-tracking Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Aug 15, 202338 min

S1 Ep 252Simon Shepherd - The Investment Newsletter Group | Research and Investing Newsletters

How can you navigate the plethora of investment newsletters? I welcome back Simon Sheperd, founder of The Investment Newsletter Group (TING). We talk about selecting the right investment newsletter, decoding their different styles, and benchmarking their performances. This episode contains serious lessons for investors wanting to leverage investment newsletters to their advantage. Simon is performing a great service in helping investors find the right aids to choosing companies for their portfolios.Blog post available at: https://www.sharesforbeginners.com/blog/ting02Tony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginners Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Aug 8, 202334 min

S1 Ep 251QUICK TIP - Fundamental and Technical - can we use both?

Jessica Amir is a Market Strategist | Financial Educator | Presenter. You might have seen her featured on TV, Radio & Online. This Quick Tip is from an episode we recorded a bit over a year ago. There’s been a few changes. Jessica was working for Saxo Markets then, ETF Securities is now Global X, and apparently there’s been a change of government. However, the practical tips she describes are still relevant and worth thinking about.We talk about technical analysis and how to start spotting trends, using moving averages, and understanding RSI and MACD indicators, the process of finding companies about to be added or removed from major indices, such as the ASX 200 or the S&P 500, and researching companies that may benefit from changes in government policiesFull episode available at: https://www.sharesforbeginners.com/blog/saxomarketsTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT a free month of QAV Light. Find out more about QAV at this link:: https://www.sharesforbeginners.com/qav-quality-at-valuePortfolio tracker Sharesight records your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesforbeginners.com/sharesight-portfolio-trackingDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Aug 4, 202313 min

S1 Ep 250Charlie Meaden - gembot.ai | Market Disconnects and Divorced Expectations

Welcome to today's episode, where we'll be discussing the difference between the fundamentals of a business and what the market expects in the future. Charles Meaden is the CEO and co-founder of gembot.ai. We discuss his early desire to be an angel investor to the development of a successful long-short investment strategy.Blog post available at: https://www.sharesforbeginners.com/blog/gembotTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginners Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Jul 31, 202338 min

S1 Ep 249Chris Batchelor - Stockopedia | McMillan Shakespeare (ASX:MMS)

In this episode I’m joined by Chris Batchelor from Stockopedia to take a closer look at how they identified one of their highest ranking stocks McMillan Shakespeare (ASX:MMS). "Our tool is a very quantitatively driven tool, which means that basically, we process lots and lots of numbers and we look for trends within those numbers to try and identify which are the companies with the most attractive prospects."McMillan Shakespeare Limited is an Australia-based provider of salary packaging, novated leasing, disability plan management and support co-ordination, asset management and related financial products and services. Blog post available at: https://www.sharesforbeginners.com/blog/batchelorPhil's Linktree: https://linktr.ee/phil_muscatelloAre you picking shares on gut instinct, buying on press tips or rumour? Do you struggle to find the time to keep up with the research and analysis that goes into evaluating potential stocks? Stockopedia are pleased to offer a special deal to listeners of this podcast – a fourteen-day free trial and $125 discount on the first year of membership. That’s a saving of over 25%. There’s no better time to access the most comprehensive, easy-to-use investing toolbox for DIY share investors. Over 15,000 investors globally, just like you, have already unlocked the power of Stockopedia. Go to https://stockopedia.com.au/sfb for your free trial and special discount offer. This offer strictly ends on July 31, 2023.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Jul 22, 202321 min

S1 Ep 248Luke Winchester - Merewether Capital | Small but perfectly formed

How small is the small end of the Australian share market? Who shows the love for this end of the market? That would be Luke Winchester, MD and CIO of Merewether Capital a specialist, small and micro-cap boutique funds management firm based in Newcastle, New South Wales.This episode was inspired by Luke's recent appearance on Ausbiz Luke's two resilient nano cap stocks with potential on ausbiz.It featured a table from DMX Capital linked here: June 2023 Monthly Report - DMXAMBlog post available at: https://www.sharesforbeginners.com/blog/merewetherTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginners Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Jul 19, 202334 min

S1 Ep 247QUICK TIP - Start small, learn more, habit form

Tim Ellis writes the Dad Investing Blog. I found Tim when I was browsing through a list of Australian investing blogs on Sharesight. In this Quick Tip, Tim and I talk about the importance of learning, building a robust network to share the journey, busting the myth that market performance depends on the effort and research you put in, and getting over the idea that you have to start with a large amount of money.Blog post available at: https://www.sharesforbeginners.com/blog/dadinvestorPhil's Linktree: https://linktr.ee/phil_muscatelloPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersShares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Jul 14, 202310 min

S1 Ep 246Luke Hallard - 7investing | Weeding out the losers and watering the winners

How can the allocation of your portfolio make or break your financial future? Luke Hallard from 7Investing delves into the intricate world of portfolio structuring and investment strategies, sharing his personal experiences and insights. Luke has a unique approach to portfolio allocation, which combines core and growth investments.We take a closer look at how companies - from well-capitalized tech giants like CrowdStrike to innovative international banking platforms like Wise - are weathering the storm. We'll unpack why free cash flow is paramount in determining a company's sustainability amidst uncertainty and discuss the importance of a well-understood investment thesis while allocating only 2% of a portfolio to each new position.Check out Luke's full tweet that this episode was based on at: https://twitter.com/7LukeHallard/status/1676523807639576577?s=20Blog post available at: https://www.sharesforbeginners.com/blog/hallardjuly2023Phil's Linktree: https://linktr.ee/phil_muscatelloPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersShares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Jul 12, 202338 min

S1 Ep 245QUICK TIP - What's my guru hoodoo

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 the concept of loss aversion.Full episode available at: https://www.sharesforbeginners.com/blog/subedarPhil's Linktree: https://linktr.ee/phil_muscatelloAre you picking shares on gut instinct, buying on press tips or rumour? Do you struggle to find the time to keep up with the research and analysis that goes into evaluating potential stocks? Stockopedia are pleased to offer a special deal to listeners of this podcast – a fourteen-day free trial and $125 discount on the first year of membership. That’s a saving of over 25%. There’s no better time to access the most comprehensive, easy-to-use investing toolbox for DIY share investors. Over 15,000 investors globally, just like you, have already unlocked the power of Stockopedia. Go to https://stockopedia.com.au/sfb for your free trial and special discount offer. This offer strictly ends on July 31, 2023.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Jul 7, 202310 min

S1 Ep 244Aleks Nikolic - Broke Girl Wealth | Shrinking Aussie Middle Class Wealth

Aleks Nikolic AKA Broke Girl Wealth is a content creator and host of the Big Swinging Stocks podcast. I was kindly invited onto that show and this is our follow up conversation on Shares for Beginners. We focus on cost of living pressures and the lack of financial education that keeps people from realizing their full money potential.Blog post available at: https://www.sharesforbeginners.com/blog/brokegirlPhil's Linktree: https://linktr.ee/phil_muscatelloAre you picking shares on gut instinct, buying on press tips or rumour? Do you struggle to find the time to keep up with the research and analysis that goes into evaluating potential stocks? Stockopedia are pleased to offer a special deal to listeners of this podcast – a fourteen-day free trial and $125 discount on the first year of membership. That’s a saving of over 25%. There’s no better time to access the most comprehensive, easy-to-use investing toolbox for DIY share investors. Over 15,000 investors globally, just like you, have already unlocked the power of Stockopedia. Go to https://stockopedia.com.au/sfb for your free trial and special discount offer. This offer strictly ends on July 31, 2023.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Jul 5, 202335 min

S1 Ep 243QUICK TIP - Investopedia

Caleb Silver is the Editor-in-Chief and Senior Vice President at Investopedia. In this Quik Tip we spoke about:How to get started investingBiggest mistakes investors makeHow to invest without worryParts of Investopedia most useful to beginnersAn overview of how to best use InvestopediaLink to full episode: https://www.sharesforbeginners.com/blog/investopediaPhil's Linktree: https://linktr.ee/phil_muscatelloShares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Jun 30, 202310 min

S1 Ep 242Raji Khabbaz- Learn Wall Street | Taking the Wall St bulls by the educational horns

Raji Khabbaz is the founder of Learn Wall Street, a program aimed at teaching financial literacy to grade 7-12 students. Raji is empowering the next generation to make informed financial decisions and secure a brighter future by equipping young minds with financial knowledge and the art of wise money management. Blog post available at: https://www.sharesforbeginners.com/blog/learnwallstPhil's Linktree: https://linktr.ee/phil_muscatelloAre you picking shares on gut instinct, buying on press tips or rumour? Do you struggle to find the time to keep up with the research and analysis that goes into evaluating potential stocks? Stockopedia are pleased to offer a special deal to listeners of this podcast – a fourteen-day free trial and $125 discount on the first year of membership. That’s a saving of over 25%. There’s no better time to access the most comprehensive, easy-to-use investing toolbox for DIY share investors. Over 15,000 investors globally, just like you, have already unlocked the power of Stockopedia. Go to https://stockopedia.com.au/sfb for your free trial and special discount offer. This offer strictly ends on July 31, 2023.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Jun 27, 202338 min

S1 Ep 241QUICK TIP - Worry, Anxiety and Stock Market Volatility

Michael Kemp is the author of The Ulysses Contract. An excellent book about investing tying yourself to the mast so you don’t follow the siren song on to the rocks of financial failure. Look up your Greek mythology if you’re not sure what I’m talking about. In this Quick Tip we talk about:The dangers of lack of knowledge.Looking at companies as dividend-harvesting machines rather than capital gain producersHow history can teach us lessons about financial innovation and human behaviour in markets. Ways to reduce the inevitable worry of being invested in volatile marketsLink to full episode: https://www.sharesforbeginners.com/blog/ulyssesPhil's Linktree: https://linktr.ee/phil_muscatelloAre you picking shares on gut instinct, buying on press tips or rumour? Do you struggle to find the time to keep up with the research and analysis that goes into evaluating potential stocks? Stockopedia are pleased to offer a special deal to listeners of this podcast – a fourteen-day free trial and $125 discount on the first year of membership. That’s a saving of over 25%. There’s no better time to access the most comprehensive, easy-to-use investing toolbox for DIY share investors. Over 15,000 investors globally, just like you, have already unlocked the power of Stockopedia. Go to https://stockopedia.com.au/sfb for your free trial and special discount offer. This offer strictly ends on July 31, 2023.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Jun 23, 202311 min

S1 Ep 240Evan Lucas - Mind Over Money | just let it compound

What are the secret mind powers of successful investors? How does training your mind help you to protect and grow your wealth? Joining me today to share his thoughts and beliefs of the power of the meat between our ears is Evan Lucas. Evan has been investing and researching global markets for over a decade. After getting his Masters in Finance Evan headed to Amsterdam with ABN Amro before moving to the Royal Bank of Scotland. He returned to Australia with RBSMorgans where he developed his top down approach. He’s also the author of the recently published Mind Over Money. We talk about the power of compounding, ignoring short-term market noise, and how Arnold Schwarzenegger's approach to training has lessons for investors.Blog post available at: https://www.sharesforbeginners.com/blog/evanlucasPhil's Linktree: https://linktr.ee/phil_muscatelloAre you picking shares on gut instinct, buying on press tips or rumour? Do you struggle to find the time to keep up with the research and analysis that goes into evaluating potential stocks? Stockopedia are pleased to offer a special deal to listeners of this podcast – a fourteen-day free trial and $125 discount on the first year of membership. That’s a saving of over 25%. There’s no better time to access the most comprehensive, easy-to-use investing toolbox for DIY share investors. Over 15,000 investors globally, just like you, have already unlocked the power of Stockopedia. Go to https://stockopedia.com.au/sfb for your free trial and special discount offer. This offer strictly ends on July 31, 2023.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Jun 21, 202344 min

S1 Ep 239Chris Noone - CEO of Carly ASX:CL8

I’ve partnered with Mark Tobin from Coffee Microcaps to produce an occasional series of interviews with CEOs from the small to mid-cap end of the ASX. It’s a way for listeners to hear about companies that are often overlooked. The podcast is called Talking Companies. This is a short excerpt from an interview with Chris Noone, CEO of Carly (ASX:CL8). You can listen to the full interview here: https://shows.acast.com/talking-companies/episodes/chris-noone-ceo-of-carly-asxcl8This is Coffee Microcaps Youtube Channel: https://www.youtube.com/c/coffeemicrocapsChris Noone is the CEO and Director of Carly Holdings Limited an Australia-based online technology company. Chris has led the evolution of Collaborate since 2014 and forged transformative automotive partnerships with Uber, RACV and Hyundai, SG Fleet and Turners Automotive. He has been responsible for development and launch of many innovative companies that have defined the digital market in Europe, Asia and Australia incl. Hasbro Interactive, Vodafone and ninemsn. Carly (ASX:CL8) is focused on providing mobility solutions for consumers and the automotive industry. The Company operates through the vehicle subscription business segment. It operates www.Carly.co, the flexible car subscription service. Carly car subscription offers the use of a car without the long-term burden of debt or ownership, providing individuals and businesses with a more flexible and low risk alternative to finance or outright purchase of a vehicle. Through its online platform, its automotive partners can connect with qualified subscribers who are looking for flexible access to a range of vehicles. It offers a range of partnership opportunities which can be customized to suit business or technical requirements, including co-branded subscription, white label subscription, referral partnerships and digital integration.Carly IR: https://investors.carly.co/Do you struggle to find the time to keep up with the research and analysis that goes into evaluating potential stocks? Stockopedia are pleased to offer a special deal to listeners of this podcast – a fourteen-day free trial and $125 discount on the first year of membership. That’s a saving of over 25%. Go to https://stockopedia.com.au/sfb for your free trial and special discount offer. This offer strictly ends on July 31, 2023.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Jun 16, 202314 min

S1 Ep 238Claude Walker - A Rich Life | The Rule of 40

We all know and love the high-growth companies that have (hopefully) helped to contribute to our market returns, but how can you run the tape measure over them? What kind of numbers can help you to value companies that are growing fast but are not yet maximizing profit margins? According to Claude Walker, the magic number is 40.Claude Walker is the founder of A Rich Life where he writes the Ethical Equities column. He loves his ASX tech stocks and investing in smaller unloved and ignored microcaps where the market is much less efficient. In this episode we chatted about The Rule of 40. He was inspired by the announcement from new CEO of Xero (ASX:XRO) Sukhinder Singh Cassidy. She has struck a completely different tone than the old CEO. She says that the company will now be “more balanced and look to Rule of 40 as a useful performance evaluation measure in managing the balance of growth and profitability.”Blog post available at: https://www.sharesforbeginners.com/blog/arichlife2023Phil's Linktree: https://linktr.ee/phil_muscatelloAre you picking shares on gut instinct, buying on press tips or rumour? Do you struggle to find the time to keep up with the research and analysis that goes into evaluating potential stocks? Stockopedia are pleased to offer a special deal to listeners of this podcast – a fourteen-day free trial and $125 discount on the first year of membership. That’s a saving of over 25%. There’s no better time to access the most comprehensive, easy-to-use investing toolbox for DIY share investors. Over 15,000 investors globally, just like you, have already unlocked the power of Stockopedia. Go to https://stockopedia.com.au/sfb for your free trial and special discount offer. This offer strictly ends on July 31, 2023.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Jun 15, 202337 min

S1 Ep 237QUICK TIP - The dangers of cash, cons and crashes

Yesterday I spoke with Raji Khabbaz who is an ex-hedge fund manager in New York city. He’s founded an education program for school students called Learn Wall St which you can find at learnwallstreet.org. I’ll be releasing the full episode soon, but I couldn’t resist putting this segment out as a Quick Tip. The whole interview is full of juicy tid-bits but in this excerpt we spoke about risk and volatility, understanding that markets go up and down, the effects of inflation, and the dangers of leaving your money in cash..Learn Wall Street at https://learnwallstreet.org/Phil's Linktree: https://linktr.ee/phil_muscatelloAre you picking shares on gut instinct, buying on press tips or rumour? Do you struggle to find the time to keep up with the research and analysis that goes into evaluating potential stocks? Stockopedia are pleased to offer a special deal to listeners of this podcast – a fourteen-day free trial and $125 discount on the first year of membership. That’s a saving of over 25%. There’s no better time to access the most comprehensive, easy-to-use investing toolbox for DIY share investors. Over 15,000 investors globally, just like you, have already unlocked the power of Stockopedia. Go to https://stockopedia.com.au/sfb for your free trial and special discount offer. This offer strictly ends on July 31, 2023.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Jun 9, 202310 min

S1 Ep 236Amy Minkley - FI Freedom Retreat | Geo-arbitrage in Paradise

What happens if the rug is pulled out from under you - financially, physically, spiritually? Your life can change in an instant. And how can you supercharge your financial independence with geo-arbitrage? Bali has plenty to offer beyond bintang t-shirts and parties. Amy Minkley is the founder of FI Freedom Retreats. Her life changed when she discovered the Financial Independence movement in 2019.FI Freedom Retreats websiteAmy’s Journey to FI Event Facebook eventWe discussed:Using geo-arbitrage to create up to a 90% savings rate (invested in low-cost index funds), while working in Asia for the past 20 years.Post-FIRE life in Mexico, Thailand, and Bali, and the cost and lifestyle of each place. Her experience attending FIRE events in the U.S, and how those events inspired her to create FIRE events in my home, Bali. Blog post available at: https://www.sharesforbeginners.com/blog/minkleyPhil's Linktree: https://linktr.ee/phil_muscatelloAre you picking shares on gut instinct, buying on press tips or rumour? Do you struggle to find the time to keep up with the research and analysis that goes into evaluating potential stocks? Stockopedia are pleased to offer a special deal to listeners of this podcast – a fourteen-day free trial and $125 discount on the first year of membership. That’s a saving of over 25%. There’s no better time to access the most comprehensive, easy-to-use investing toolbox for DIY share investors. Over 15,000 investors globally, just like you, have already unlocked the power of Stockopedia. Go to https://stockopedia.com.au/sfb for your free trial and special discount offer. This offer strictly ends on July 31, 2023.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Jun 7, 202329 min

S1 Ep 235Martin Filz - CEO Pure Profile

Martin Filz is the CEO of Pureprofile, a global data and insights organisation providing industry-leading online research solutions to agencies, marketers, researchers and brands and businesses. It was founded in 2000 and operates in North America, Europe and APAC, delivering solutions for over 750 clients.Blog post available at: https://www.sharesforbeginners.com/blog/pureprofilePhil's Linktree: https://linktr.ee/phil_muscatelloThe company and or guest has contributed to the cost of production for this episode.Are you picking shares on gut instinct, buying on press tips or rumour? Do you struggle to find the time to keep up with the research and analysis that goes into evaluating potential stocks? Stockopedia are pleased to offer a special deal to listeners of this podcast – a fourteen-day free trial and $125 discount on the first year of membership. That’s a saving of over 25%. There’s no better time to access the most comprehensive, easy-to-use investing toolbox for DIY share investors. Over 15,000 investors globally, just like you, have already unlocked the power of Stockopedia. Go to https://stockopedia.com.au/sfb for your free trial and special discount offer. This offer strictly ends on July 31, 2023.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Jun 2, 202330 min

S1 Ep 234David Garofalo - Gold Royalty Corp | Mining for gold without the shovels

How can you mine for gold without using shovels? What is sustainable mining? How can precious metals be used in a portfolio to provide protection against inflation. I was joined by David Garofalo to discuss royalties, the mining industry and reducing the impact of digging up those metals.David GarofaloGlobally recognized Chief Executive Officer, Chairman, and Director of Gold Royalty30+ years of experience in sustainable mining businessesLed the largest merger in gold mining history at $32,000,000,000Named Mining Person of the Year by The Northern Miner in 2012Canada’s Chief Financial Officer of the Year by Financial Executives International Canada in 2009Link to episode blog post: https://www.sharesforbeginners.com/blog/goldroyaltyPhil's Linktree: https://linktr.ee/phil_muscatelloPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

May 30, 202330 min

S1 Ep 233QUICK TIP - Ways to invest and things to avoid | From my first ever episode

The first episode of this podcast was released in February 2019, and my first guest was a financial advisor named Rob Gilmour. I couldn’t have asked for a finer first guest. He’s highly experienced in advice as well as having a background in markets in Australia and London. This Quick tip is taken from that first episode and it kind of shows where my head was at the time. I was still thinking of the share market as a place to get rich quick and hadn’t learnt about the long-term compounding nature of the game. It’s my main goal with the podcast, to make sure that listeners don’t make the same stupid mistakes that I made. Here’s a little segment about ways that you can invest and the ones to be very, very careful of.Episode link: https://www.sharesforbeginners.com/blog/rob-gilmour-wealth-simplicityPhil's Linktree: https://linktr.ee/phil_muscatelloPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

May 26, 202311 min

S1 Ep 232Elio D'Amato - Stockopedia | Am I ready to invest?

Broadcasting live from his humble garage next to his trusty Toyota Corolla (and a clothes rack), Elio D'Amato from Stockopedia joined me to discuss share investing and the factors that identify quality companies. It's always great to catch up with Elio. His bluff good humour combined with his decades of experience always make for a great chat about companies and markets. We addressed the concerns of people approaching investment markets for the first time: Is now a good time to be in the market? Elio believes that it's not about timing, it's about the readiness of the investor. Just like merging into traffic, it's not about waiting for the ideal conditions, but rather assessing your own preparedness to navigate the market's ups and downs.Blog post available at: https://www.sharesforbeginners.com/blog/stockopediaelioPhil's Linktree: https://linktr.ee/phil_muscatelloAre you picking shares on gut instinct, buying on press tips or rumour? Do you struggle to find the time to keep up with the research and analysis that goes into evaluating potential stocks? Stockopedia are pleased to offer a special deal to listeners of this podcast – a fourteen-day free trial and $125 discount on the first year of membership. That’s a saving of over 25%. There’s no better time to access the most comprehensive, easy-to-use investing toolbox for DIY share investors. Over 15,000 investors globally, just like you, have already unlocked the power of Stockopedia. Go to https://stockopedia.com.au/sfb for your free trial and special discount offer. This offer strictly ends on July 31, 2023.Stockopedia Ltd, is an Authorised Representative of Daylight Financial Group Pty Ltd AFSL No. 521404. Past performance is no indicator of future performance. This information in not intended to constitute advice. It is for general information only and does not take into account your individual objectives, financial situation or needs. Read the Financial Services Guide at Stockopedia.com for more detail.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

May 24, 202341 min

S1 Ep 231QUICK TIP - Analysts gazing longingly into the future. Sometimes it's right to be wrong.

I was interviewing Andrew Page of Strawman on the 24th April this year. It was on the day that Bluescope Steel announced a significant earnings upgrade. I used this opportunity to find out Andrew’s thoughts on what it meant, why he doesn’t invest in companies that are exposed to commodities, and more importantly, the immediate affect on the share price.Phil's Linktree: https://linktr.ee/phil_muscatelloTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT for a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

May 19, 202310 min

S1 Ep 230Vince Scully - Life Sherpa | A can of beer or a full-bodied red?

Should I be investing actively or passively? Will I make more if I have an "expert" managing my dosh? Is making the most money even the right goal? There are no one-size-fits-all answers. Your investment journey is unique, and finding the right approach may involve a mix of both index and active funds. In this episode I'm joined by Vince Scully, chief sherpa at Life Sherpa to talk about choosing the right investment strategies.Blog post available at: https://www.sharesforbeginners.com/blog/scully052023Phil's Linktree: https://linktr.ee/phil_muscatelloTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT for a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginners Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

May 18, 202351 min

S1 Ep 229QUICK TIP Mathew Hodge - Morningstar | Where YouTube and Podcasts Meet the ASX

What are the common ratios you should learn before building a portfolio? I know I go on about metrics and rations, but they’re important to understand. It’s what expert investors use to run the tape measure over companies. Mathew Hodge is a director of equity research for Morningstar Australasia. In this Quick Tip he talks about return on invested capital. He explains how this ratio can show how much return a company generates for every dollar of capital invested. Measuring return on invested capital eliminates the bias of return on equity, which can be distorted by financial leverage or the amount that the company has borrowed.Above all, Mathew says to invest in yourself, expand your circles of competence, and keep upgrading your mental software.Here's a link to the episode blog post: https://www.sharesforbeginners.com/blog/hodgePhil's Linktree: https://linktr.ee/phil_muscatelloTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

May 12, 202310 min

S1 Ep 228Gary Brode - Deep Knowledge Investing | SVB Overdrawn and underfunded

Silicon Valley Bankcorp failed spectacularly in March 2023. The bank, the regulators and the media formed a circle of finger-pointing and blame. Understanding duration risk is a fundamental concept in finance, and the bank should have been aware of the problem. The Federal Reserve warned Silicon Valley Bankcorp last year, expressing their concern. Warnings ignored, the results catastrophic.Find out more about Gary Brode and Deep Knowledge Investing at https://deepknowledgeinvesting.com/subscribe-now/Get access to DKI premium content and information for one week. Consume as much as you can! Offer open until Sunday evening May 14 NY time.Blog post available at: https://www.sharesforbeginners.com/blog/brodemay2023Phil's Linktree: https://linktr.ee/phil_muscatelloTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginners Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

May 9, 202333 min

S1 Ep 227QUICK TIP - If you want a guarantee, buy a fridge from Harvey Norman

Welcome to today's Quick Tip with Evan McQuire, a full-service broker from MF&Co Asset Management. With years of experience in the industry, Evan understands the importance of not letting emotions cloud judgment when it comes to investing. In this Quick Tip, he shares his insights on the difference between full-service and online brokers, the importance of due diligence, and how to make informed investment decisions. Evan emphasizes that investing is not about getting lucky but rather about carefully analysing the fundamentals of a company and not getting emotional what a share's price "should" be doing.Phil's Linktree: https://linktr.ee/phil_muscatelloPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/ Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

May 5, 20239 min

S1 Ep 226Andrew Page - Strawman | Question Everything

Have you ever found yourself nodding along to someone's explanation of an investing concept or number, only to realize that you have no idea what they were talking about? It's eye-glazingly common in finance, where jargon and buzzwords are thrown around with abandon. Especially by men in fancy suits. I'm joined in this episode by Andrew Page from the Strawman Investing Blog We're taking a closer look at 2 financial metrices - the price-earnings ratio (PE) and return on equity (ROE). Don't worry of these metrics are not clear when you're first starting out as an investor. It's more important that you are aware of the pitfalls and to need to keep asking questions. Blog post available at: https://www.sharesforbeginners.com/blog/page052023Phil's Linktree: https://linktr.ee/phil_muscatelloTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginners Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

May 2, 202358 min

S1 Ep 225QUICK TIP - Time horizon in the share market

What is time horizon arbitrage? And how does growing up on a farm prepare you for dealing with stress. Time can be your best friend in markets and not doing the wrong thing at the wrong time. In this Quick Tip Steve Johnson, Forager Funds Chief Investment Officer explains how he likes to use time in investing. "The market never turns when there’s light at the end of the tunnel, it turns when it’s a shade less dark than the day before." Jeremy Grantham.Phil's Linktree: https://linktr.ee/phil_muscatelloPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/ Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Apr 28, 20237 min

S1 Ep 224David Scollon - JANA | Damn you Iceland!

Who has the best retirement scheme in the world and how do other countries tackle rapidly ageing populations? David Scollon is a senior consultant for JANA Investment Advisors, where he researches pension and retirement systems around the world. David attended the Principles of Responsible Investing (PRI) Conference in Barcelona, a UN-backed initiative that brought institutional investors around the world together to navigate topics of sustainability and responsible investing. He also spent time studying retirement planning in the UK, Germany, The Netherlands and Denmark. Apparently, Australia ranks pretty highly. Much as we might complain about our Super system, there are a lot of positives according to DavidBlog post available at: https://www.sharesforbeginners.com/blog/scollonapril2023Phil's Linktree: https://linktr.ee/phil_muscatelloTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginners Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Apr 26, 202330 min

S1 Ep 223Michael Kemp - The Ulysses Contract | Avoiding the rocks of investing under-performance

What does an epic poem written around 700BC tell us about investing? How are investors tempted to steer their money onto the rocks of investing underperformance? My guest is Michael Kemp, author of The Ulysses Contract.There's plenty of great lessons in this interview & much more in the book. There's a lot to avoid but as Michael says:"Don't be discouraged by all the negative arguments I'm putting forth. I don't believe you need to become a champion to become a really good investor. Market returns are fantastic returns as long as you achieve them. Don't try and shoot for the stars cuz you're probably full flat on your face. But if you accept that you're gonna be delivered market returns and you are patient, then market returns can be spectacular returns given the power of compounding."Blog post available at: https://www.sharesforbeginners.com/blog/ulyssesPhil's Linktree: https://linktr.ee/phil_muscatelloPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersTony Kynaston is a multi-millionaire professional investor thanks to his QAV checklist. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT for a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/ Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Apr 19, 202339 min

S1 Ep 221Mark Tobin - Coffee Microcaps | Uncovering Hidden Gems

A chat with Mark Tobin from Coffee Microcaps about the upcoming Coffee Microcaps Conference in Sydney & Melbourne, bringing together some of Australia’s best ASX-listed microcap companies and microcap investors. Use the discount code CMSYDto receive 25% off the ticket price.https://events.humanitix.com/coffee-microcaps-conference-sydneySYDNEYThursday, 27 April 2023State Library NSW Metcalfe Auditorium 8:30 am - 4:00 pm Use the discount code CMMELBto receive 25% off the ticket price.https://events.humanitix.com/coffee-microcaps-conference-melbourneMELBOURNETuesday, 2 May 2023State Library VIC The Wheeler Centre 8:30 am - 1:00 pm Phil's Linktree: https://linktr.ee/phil_muscatelloI've been using QAV Light now for a few months which is how I have been discovering some hidden gems in the small and micro-cap sectors. Use the coupon code SFB for a free month of QAV Light. Tony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/ Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Apr 14, 202318 min

S1 Ep 220Dave Gow - Strong Money Australia | Leaving the Fear Zone

Property or shares. It's a perennial Australian investing debate. We love our property, but we also love our franking credits. Generating passive income is one of the most effective ways to build wealth over time. In this episode I'm joined by Dave Gow of Strong Money Australia. Blog post available at: https://www.sharesforbeginners.com/blog/strongmoneyPhil's Linktree: https://linktr.ee/phil_muscatelloPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/ Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Apr 11, 202334 min

S1 Ep 219Cameron Gleeson - Betashares | Mining for the Future and Royalties from the past

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 | BetasharesBlog post available at: https://www.sharesforbeginners.com/blog/gleesonPhil's Linktree: https://linktr.ee/phil_muscatelloShares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. Betashares Capital Limited is the issuer of the Betashares funds. Before making an investment decision, read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Apr 5, 202339 min

S1 Ep 218Tim Ellis - Dad Investor | Building the craft of investing

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 aspects of personal finance and investing.He also talked about his favourite ETF. The best ETF in Australia is the only one I own – Dad InvestorBlog post available at: https://www.sharesforbeginners.com/blog/dadinvestorPhil's Linktree: https://linktr.ee/phil_muscatelloPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/ Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Mar 29, 202334 min

S1 Ep 217Tony Kynaston - QAV | Pulled pork and the fudge factor

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 promoters and have a vested interest in making their company look good. They may spin stories and hype up their company, but the QAV system focuses on easily accessible financial data.The QAV system uses a checklist and a spreadsheet to score stocks based on several key metrics. One of the most important metrics is operating cash flow, as it is a reliable indicator of a company's financial health. Other metrics include intrinsic value, yield, and whether the company is run by an owner-founder. The system produces a heat map that shows the intrinsic value of a stock based on different metrics, giving investors a clear idea of whether a stock is worth considering.Tony previously appeared on Shares for Beginners here, here and here. Or go to this playlist on Podchaser.Blog post available at: https://www.sharesforbeginners.com/blog/tk32023Phil's Linktree: https://linktr.ee/phil_muscatelloTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/ Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Mar 21, 202332 min

S1 Ep 216Ian Irvine - LICAT | A motorist's guide to investing

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 LICAT page mentioned in the episode: https://www.licat.com.au/members/Blog post available at: https://www.sharesforbeginners.com/blog/licat2023Phil's Linktree: https://linktr.ee/phil_muscatelloPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/ Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Mar 14, 202331 min

S1 Ep 215Simon Shepherd - The Investment Newsletter Group | Ranking the Newsletters

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-employed professionals, and self-funded retirees. He's also the creator of The Investment Newsletter Group or TING. TING conducts detailed stock by stock, newsletter by newsletter tracking of many of the top buy recommendations from some of the leading investment newsletters. There are many different styles of investing, some tell stories, some are for data nerds, and others are visual. They are all represented amongst the newsletters covered.Blog post available at: https://www.sharesforbeginners.com/blog/tingPhil's Linktree: https://linktr.ee/phil_muscatelloPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/ Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Mar 8, 202333 min

S1 Ep 214Value Punks | Value investing - not as easy as Warren Buffett makes it seem.

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 investing. These principles, such as "volatility is not a risk" and "conviction is key," are useful when applied correctly. However, there are always nuances and compromises in these principles that arise in practice. In this context, Daye & Balkar examined the five most common value investing principles and offer a practical perspective based on their own experiences.Blog post available at: https://www.sharesforbeginners.com/blog/valuepunksPhil's Linktree: https://linktr.ee/phil_muscatelloPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginners Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Feb 28, 202335 min

S1 Ep 213David Harvie - Saxo Markets | Looking for industries that are mandated.

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 Commodities and Foreign Exchange. David is the Country Head of Direct Sales at Saxo Markets. He is responsible for designing and executing strategies to grow sales as well as improve customer experience and retention for Saxo’s suite of investment offerings, while overseeing the team of local relationship managers.“The other thing I would encourage listeners to think about is if Phil, you own Apple shares or Microsoft or Tesla, anything that's denominated in another currency, in this case US dollars, cuz you're buying it on the NASDAQ or you're buying it on the Dow, or you're buying a stock over in Germany or you know with the Euro, you are already a Forex trader, you are already exposed to currency.”Blog post available at: https://www.sharesforbeginners.com/blog/harviePhil's Linktree: https://linktr.ee/phil_muscatelloPortfolio 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/sharesforbeginners Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Feb 22, 202338 min

S1 Ep 212Vince Scully - Life Sherpa | How super is your annuation?

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 much choice. It's like logging into Netflix, it takes you longer to choose which movie to watch than actually watching it. And that's where default and stapling came in. It's the play something for me Netflix don't make me make a choice, but there are so many pluses to actually making a choice. But how do you make a choice if you don't have the knowledge?”Link to Life Sherpa: Get More Life From Your Money | Life Sherpa®Link to blog post: https://www.sharesforbeginners.com/blog/lifesherpa2023Phil's Linktree: https://linktr.ee/phil_muscatelloShares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Feb 15, 202339 min