Beyond the Obvious

Welcome to Beyond the Obvious for 2021. Over the past couple of months, I've been reflecting on how I can provide you, my audience, with the most value in this podcast format. Hence the delayed start to the year. Whilst I really enjoy the long form conversational podcast format, it’s a pretty crowded space and ... The post Beyond the Obvious – New format for 2021 appeared first on David Hobart.

In this conversation, I had the great pleasure of chatting with Brook Monahan, Founder and Managing Director of Mosaic Property Group, one of Queensland’s most awarded and respected residential property developers. I’ve known Brook for 15 years and have watched him evolve and grow as a businessperson over that time. He is forever pushing himself ... The post Beyond the Obvious – Episode with Brook Monahan appeared first on David Hobart.

In this conversation, I had the pleasure of chatting with Marcus Burns, Portfolio Manager for Spheria Asset Management, a fundamental-based small cap equity manager, based in Sydney. Marcus’s investment background includes a stint working for GLG Partners in London, one of Europe’s largest Hedge Funds, as a portfolio manager for their global consumer focused fund. ... The post Beyond the Obvious – Episode with Marcus Burns appeared first on David Hobart.

In this conversation, I had the pleasure of chatting with Pat Howard, ex-Wallaby, ex-Head Coach for the Leicester Tigers Rugby Club, ex-Manager of Team Performance for Cricket Australia, and current-CEO of MPower MSL Ltd, an ASX-listed sports software business. During our chat, we talked about Pat’s transition from player to coach, coach to sports administrator ... The post Beyond the Obvious – Episode with Pat Howard appeared first on David Hobart.

In this conversation, I had the pleasure of chatting with Chris Tate; trader, trader mentor and director of Trading Game, a Melbourne based trader mentoring business which has been mentoring traders for the past 21 years. Having personally been a trader since 1994, I’ve had a few too many moments where I thought I knew ... The post Beyond the Obvious – Episode with Chris Tate appeared first on David Hobart.

In this conversation, I had the pleasure of chatting with John Deniz, the founder and Chief Investment Officer of Paragon Funds Management, a fundamental, high conviction, long-short equity manager, based in Melbourne. John is a mechanical engineer by training, so it was fascinating drawing out his process driven edge and also talking about Paragon’s investment ... The post Beyond the Obvious – Episode with John Deniz appeared first on David Hobart.

In this conversation, I have a chat with Chris Gordon. Chris is a Director of Australian recruitment company – Profusion Group, which specialises in the banking and financial services sector. As well as being a career coach, Chris manages a broad range of client relationships, working with small businesses through to the big four banks... The post Beyond the Obvious – Episode with Chris Gordon appeared first on DavidHobart.com.

In this conversation, I have a chat with Chris Gordon. Chris is a Director of Australian recruitment company - Profusion Group, which specialises in the banking and financial services sector. As well as being a career coach, Chris manages a broad range of client relationships, working with small businesses through to the big four banks ... The post Beyond the Obvious – Episode with Chris Gordon appeared first on David Hobart.

In this conversation, I had the pleasure of chatting with Tom King, the Chief Investment Officer of Nanuk Asset Management, an award winning sustainable investment manager, based in Sydney. Tom's also an Olympic gold medalist, having won gold in sailing at the Sydney 2000 Olympics. Tom has such a high-performance focus. It was fascinating talking ... The post Beyond the Obvious – Episode with Tom King appeared first on David Hobart.

In this conversation, I had the pleasure of chatting with Tom King, the Chief Investment Officer of Nanuk Asset Management, an award winning sustainable investment manager, based in Sydney. Tom’s also an Olympic gold medalist, having won gold in sailing at the Sydney 2000 Olympics. Tom has such a high-performance focus. It was fascinating talking... The post Beyond the Obvious – Episode with Tom King appeared first on DavidHobart.com.

In this episode, I had a chat with Stephen Moore, ex-captain of the Wallabies; the Australian Rugby Union team. It was an enlightening chat around high performance culture and the balancing of high-performance imperatives with the values of respect and humility. Interestingly, Steve’s drivers for success are framed by his team’s success. I found this... The post Beyond the Obvious – Episode with Stephen Moore appeared first on DavidHobart.com.

In this episode, I had the pleasure of chatting with Kathryn Young, the Head of Investments for Cambooya Pty Ltd, the Fairfax Family Office. Kathryn’s had an interesting investment career having previously worked for Mutual Trust and the Myer Family office as Director of Investment research and for Morningstar as Director of Manager Research. This... The post Beyond the Obvious – Episode with Kathryn Young appeared first on DavidHobart.com.

In this episode, I had the pleasure of chatting with Ross Israel, Head of Global Infrastructure at QIC. Ross and his team manage over AU$14B in assets such as ports, roads, airports, water, electricity, gas and healthcare. Investing in unlisted long-duration assets like infrastructure requires such a nuanced view of risk and a long, historical... The post Beyond the Obvious – Episode with Ross Israel appeared first on DavidHobart.com.

In this conversation, I had the pleasure of chatting with John Carroll, professor emeritus in Sociology at La Trobe university. John’s work focuses on culture and its crucial role in the human search for meaning. For those unfamiliar with John’s work, you can often find him as a contributor in the weekend Australian newspaper. Early... The post Beyond the Obvious – Episode with John Carroll appeared first on DavidHobart.com.

In this conversation, the first in a series of conversations with some of Australia’s best investors and fund managers, I chat with Jamie Nicol, CIO and a founding partner of DNR Capital, a $6B Aussie equity manager based in Brisbane. It was a broad conversation where we discussed the challenges in building his business over... The post Beyond the Obvious – Episode with Jamie Nicol appeared first on DavidHobart.com.

In this conversation, I chat with Ben Farinazzo. Ben is an Australia Day Ambassador and passionate advocate for mental health, veterans and the healing power of sport. You have probably come across Ben around the time of the Invictus Games, where he won gold medals in powerlifting and indoor rowing. Whilst winning gold medals is... The post Beyond the Obvious – Episode with Ben Farinazzo appeared first on DavidHobart.com.

In this episode I talk with Jason McIntosh, the founder of Motion Trader, a subscription-based trading service for ASX listed stocks. I’ve known Jason since 1994 when I first joined Bankers Trust in their foreign exchange department where Jason was the Yen Forwards trader. I’ve always known Jason to be patient and disciplined in his... The post Beyond the Obvious – Episode with Jason McIntosh appeared first on DavidHobart.com.

In this episode, I talk with Daniel Want, Director and CIO of Prerequisite Capital Management. If you’re interested in markets and macro-economics, this is a great chat. Daniel is a very nuanced thinker, as he is able to see unintended consequences as if they should be obvious to us all. In this conversation, Daniel talks... The post Beyond the Obvious – Episode with Daniel Want appeared first on DavidHobart.com.

This episode is with Paul Ross, the founder of the Citizens Dividend Organization, which is a not-for-profit organization with the primary purpose of advocating for the introduction of a Universal Basic Income (UBI) policy here in Australia. I’ve followed the UBI conversation around the world over recent times, particularly Andrew Yang’s contribution during the democratic... The post Beyond the Obvious – Episode with Paul Ross appeared first on DavidHobart.com.

In this episode, I have a chat with Marty Rabjohns about leadership. Marty was the Coxwain for the Australian men’s rowing eight for a number of years, culminating in his representation for Australia at the 2008 Beijing Olympics. For those not familiar with rowing, the Coxwain is the small person steering and barking orders at... The post Beyond the Obvious – Episode with Marty Rabjohns appeared first on DavidHobart.com.

Today’s conversation is with Aongus O’Gorman. Aongus is Head of Delegated and Specialist Solutions at Willis Towers Watson in Australia. Aongus started out with Europe’s largest systematic trading hedge fund in the mid-1990’s and then came to Australia as Head of Implemented Solutions at Queensland Investment Corporation (QIC), where he was responsible for their multi-manager... The post Beyond the Obvious – Episode with Aongus O’Gorman appeared first on DavidHobart.com.

What is it about bull markets that leads to delusional behaviour? How can I immunize my thinking and behavior when I’m experiencing the collective delusions of the market? In this episode, I talk about my embarrassing herd driven behavior during the Bitcoin boom of 2018 and the lessons that I learned on how to manage... The post Beyond the Obvious – Bitcoin & my Delusion of Grandeur appeared first on DavidHobart.com.

We all make mistakes and we reflect on those mistakes so that we don’t make the same mistakes again. Generally, self-reflection over time leads to self-awareness. But unfortunately, not all reflections add to our mental wellbeing, nor do they add to our performance. In this episode, I distinguish between the types of framing questions that... The post Beyond the Obvious – Reflecting on Mistakes appeared first on DavidHobart.com.

Joachim Klement is an investment strategist based in London. He’s worked for a Swiss private bank, as CIO for Wellershoff & Partners in Switzerland advising family office and institutional clients, and was head of investment research for Fidante Partners, a multi boutique asset manager with over AUD$60 billion under management. In this very timely and... The post Beyond the Obvious – Joachim Klement appeared first on DavidHobart.com.

Phil Slade is a behavioural economist and psychologist and is the managing partner of decision architecture firm Decida. In this conversation, we discuss Phil’s crazily interesting background as a composer and his work with some of Australia’s leading talent in the performing arts. Phil talks about how he approached career changing decisions that led him... The post Beyond the Obvious – Phil Slade appeared first on DavidHobart.com.

Mike Berman is co-founder and CEO of Psyquation, an AI driven analytics platform for traders. During this conversation, Mike talks about some interesting behavioural observations across his database of over 150,000 retail FX traders. If you’re a private trader, it’s worth listening for those insights. If you’re an institutional investor, there’s particular value in Psyquation’s... The post Beyond the Obvious – Mike Berman PhD appeared first on DavidHobart.com.