Podcasts about ASX

S&P futures are pointing to a slightly higher open. Japan, South Korea, and Taiwan all saw solid gains led by tech recoveries, while Australia's ASX outperformed on the back of strong corporate updates. Semiconductor stocks remained under pressure, driven by Monday's selloff in the SOX index. China recovered slightly despite uncertainty arising from reports of tariff increase on Chinese import goods. European markets are reacting to upgraded GDP figures out of Germany while shrugging off ongoing global trade disputes and AI sector volatility. Companies Mentioned: Meta, Warner Bros. Discovery

This is the Fear & Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX rises for second day Viva Energy profit surges ARB hit by weaker 4WD sales Antisemitism inquiry hearings to finish early US-Canada trade war gets personal Join our free daily newsletter here.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

This is the Fear & Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX rises for second day Viva Energy profit surges ARB hit by weaker 4WD sales Antisemitism inquiry hearings to finish early US-Canada trade war gets personal Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

This is the Fear & Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX climbs as BHP hits record Results: PLS, Bendigo Bank, Ansell Results: Reece, Nuix, NIB, Aussie Broadband Bird flu threat grows Seoul overtakes Dubai Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

This is the Fear & Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX climbs as BHP hits record Results: PLS, Bendigo Bank, Ansell Results: Reece, Nuix, NIB, Aussie Broadband Bird flu threat grows Seoul overtakes Dubai Join our free daily newsletter here.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Australia’s debt tops $1 trillion for the first time, Medibank accuses insurance comparison sites of driving up premiums. Plus, SCX.ai raises $40 million in its ASX debut, with CEO David Keane joining the program.See omnystudio.com/listener for privacy information.

This is the Fear & Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX ends lower Runway near collision Steadfast to leave ASX ARN loss on Kylie, Jackie O implosion Walmart slumps Join our free daily newsletter here.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

This is the Fear & Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX ends lower Runway near collision Steadfast to leave ASX ARN loss on Kylie, Jackie O implosion Walmart slumps Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

The old formula for seeking income in the Australian market is fading: Dividend rates have dropped across the ASX. Yet, recent tax changes mean that investors will want to raise income from local markets. Hugh Robertson of the Centaur Financial Services group joins Associate Editor, James Kirby in this episode. In today's show, we cover: How can I chase income safely? The income risk ladder - Bonds to high dividend funds Molino's move on SMSFs - More fees and a 'test' Is there any escape from the minimum 30 per cent CGT rate? See omnystudio.com/listener for privacy information.

This is the Fear & Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX snaps six-day losing streak Northern Star CEO could earn $18m Results wrap: IDP Education, Zip, Medibank Sponsors pause Swans deals Harry and Meghan moving back to UK Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Friday 21 August 2026 Unemployment rises as bond markets pare back the chance of a rate hike. The Aussie dollar pushes above 71 US cents Federal parliament passes legislation that will force big tech companies to pay hundreds of millions of dollars to local media organisations The football World Cup both helps, and hurts, ASX listed companies A promising new treatment for melanoma Hit follow on the podcast so you don’t miss the latest news, and join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - ten purchases that actually save you money. Get the episode from Apple, Spotify or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

This is the Fear & Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX snaps six-day losing streak Northern Star CEO could earn $18m Results wrap: IDP Education, Zip, Medibank Sponsors pause Swans deals Harry and Meghan moving back to UK Join our free daily newsletter here.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

This is the Fear & Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX flat as results flood market One Nation wants cigarette tax slashed Bendigo Bank hit with licence conditions Swans players face suspensions Millions of cars told to ‘park outside’ Join our free daily newsletter here.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

This is the Fear & Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX flat as results flood market One Nation wants cigarette tax slashed Bendigo Bank hit with licence conditions Swans players face suspensions Millions of cars told to ‘park outside’ Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Asked about a pivotal moment in his career, former AFL star Chris Judd is quick to respond: don’t do what everyone else is doing. “[The pivotal moment] was taking complete control over my fitness program,” says Judd. In business, Judd, who is the founder and portfolio manager of Cerutty Macro Fund, a concentrated equities fund that invests primarily in smaller companies, applied the same rule – and it changed the course of his career. On this week's episode, BOSS editor Sally Patten finds out how the former West Coast Eagles captain secured a premiership, two Brownlow Medals and is now tackling the world of small caps. This podcast was sponsored by Aussie Broadband. Further reading: AFL great turned stockpicker Chris Judd just made 20pc returns One of the greatest to play Aussie rules, Judd has kicked off a second career in fund management buying ASX small-cap stocks. ‘The phone stopped ringing’: How retirement shock hit this Olympian In 2016, former Opals star player and Olympic medallist Lauren Jackson was forced to retire. Since then, her life has taken several turns.See omnystudio.com/listener for privacy information.

Interview with Christian Easterday, Managing Director and CEO, Hot Chili LimitedOur previous interview: https://www.cruxinvestor.com/posts/hot-chili-tsxvhch-water-business-with-1b-npv-to-fund-copper-project-6917Recording date: 10th August 2026Hot Chili Limited (ASX/TSXV: HCH, OTCQX: HHLKF) is advancing the Costa Fuego Copper-Gold Project on Chile's Atacama coastline, positioning itself as one of only five independent (non-major-controlled) copper developers globally with a project capable of exceeding 100,000 tonnes of annual copper-equivalent production. Managing Director and CEO Christian Easterday, who has led the company since its 2010 ASX listing, argues the market has not yet caught up with the scale of the opportunity.The company's March 2025 Preliminary Feasibility Study (PFS) outlined a 20-year mine life (14 years at primary production rates), average annual production of roughly 116,000 tonnes of copper-equivalent, a post-tax NPV of US$1.2 billion, and a post-tax IRR of 19% at a long-term copper price of US$4.30/lb. Start-up capital was estimated at US$1.27 billion.The central near-term catalyst is La Verde, a copper-gold porphyry discovery acquired in November 2024 roughly 35km from Costa Fuego's planned processing hub. Extensive drilling (three rigs, with a fourth arriving) has defined a broad, high-grade mineralised footprint, and management expects a maiden resource estimate of approximately 500 million tonnes before the end of 2026. Folding La Verde into a restated Costa Fuego PFS is expected to lift post-tax NPV toward US$2 billion and post-tax IRR toward the mid-30s%, while shortening payback from roughly 4.5 years to 2.5 years and improving the project's position on the industry cost curve.On valuation, Hot Chili highlights two benchmarking metrics: an EV/lb-of-reserve multiple of roughly 3.8 cents against a peer average near 11 cents (implying a 2.9x re-rating opportunity), and a price-to-net-asset-value gap of roughly 2.3x versus recent comparable copper-sector transactions.Financing is addressed primarily through the company's Huasco Water asset — the only maritime licence with permitted seawater access in the Huasco Valley. Stage 1 (seawater supply to Costa Fuego, 500 L/s) is already funded within the existing PFS. A second maritime licence, which would unlock a larger multi-user desalination business (Stage 2: 1,300 L/s, ~US$977 million post-tax NPV) serving neighbouring major-miner projects, has been in Chile's approvals process for roughly five years and remains on track according to recent government contact, following an earlier delay tied to a change in administration. Management frames monetising this asset as a way to cover a substantial share of the project's equity requirement without heavy shareholder dilution. Additional untapped levers include uncommitted gold production (48,000-70,000 oz/year with La Verde) and roughly 40% of concentrate offtake left uncommitted outside the company's existing Glencore agreement.Glencore holds a 7.5% equity stake and an offtake agreement for up to 60% of concentrate for the first eight years of production, on benchmark terms. The company has also strengthened its board, adding Stuart Matthews (formerly EVP at Goldfields, with five major mine builds) as Independent Non-Executive Chair.Near-term catalysts include the maiden La Verde resource estimate (year-end target), a restated Costa Fuego PFS, EIA submission (targeted Q2 2027), progress on the second Huasco Water maritime licence, and an ongoing strategic partnering process. Final Investment Decision is targeted for 2029, with first production guided for 2031.Learn more: https://www.cruxinvestor.com/companies/hot-chili-limitedSign up for Crux Investor: https://cruxinvestor.com

 Interview with James Gurry, Managing Director & Jozef Story, Exploration Manager of Aureka GoldRecording date: 11th August 2026Aureka (ASX:AKA) is an ASX-listed gold explorer and near-term developer operating a cluster of projects across Victoria's Stawell Corridor and St Arnaud goldfield, all within a 45-minute to one-hour drive of one another. The company was reconstituted from a distressed tenement package that Managing Director James Gurry acquired for under $1 million in 2023, when gold prices were depressed, and relisted on the ASX at the end of 2024. Since the start of 2025, Aureka has drilled continuously and lifted its JORC resource base by 50%.The company's flagship asset is the 100%-owned Irvine Gold Project, which sits 16km from the Stawell Gold Mine, a roughly 5-million-ounce historical producer. Irvine currently hosts an inferred resource of 398,300 ounces at 2.59 g/t gold, following a 94,000-ounce, 36% increase to the Resolution lode announced on 18 June 2026. That increase was driven by a reinterpreted structural and geological model, led by Exploration Manager Jozef Story, that defined 11 new geological domains around the deposit. Beyond the current resource, Aureka carries Advanced and Conceptual Exploration Targets that, combined with the unchanged Adventure lode target, exceed 600,000 ounces. Recent drilling identified a high-grade structure the company calls the Tenacity Fault, which returned the project's best assay to date: 10m at 12.1 g/t gold from 413m, including 0.3m at 183 g/t gold.Rather than pursue Irvine's larger development in isolation, Aureka's near-term strategy centres on the brownfield Comstock project near St Arnaud, roughly 70km from Irvine, within a historic goldfield that produced approximately 400,000 ounces at 15 g/t. Comstock hosts a 56,500-ounce inferred resource at 1.21 g/t gold and 2.14 g/t silver, plus a 112,000 to 116,000-ounce exploration target. The company has signed a toll milling agreement with the nearby Wedderburn mill, described by management as project-agnostic and therefore usable for Irvine ore in future, and has submitted a production licence application for Comstock, targeting first ore movement within roughly 12 months. Management is guiding to first-year Comstock production of 3,000 to 7,000 ounces, an estimated A$30 million to A$50 million in revenue at current gold prices, and a targeted margin of around 50%.The stated strategy is to use Comstock's free cash flow to fund ongoing exploration at Irvine without relying primarily on dilutive capital raises, while pursuing Irvine toward a longer-term development decision that management estimates is roughly three years from a first mining licence. Aureka currently has no debt and two diamond rigs active, one on each project. Management points to valuation support from the tenement package's prior history: the same assets, under a previous owner, traded up to approximately $150 million in market capitalisation in 2020, at roughly half today's gold price, against Aureka's current market capitalisation of under $20 million. Key near-term catalysts include Comstock's production licence approval and further assay results from the Tenacity Fault and Walker zone drilling programmes.Learn more: https://www.cruxinvestor.com/companies/navarre-mineralsSign up for Crux Investor: https://cruxinvestor.com 

You've no doubt heard about AI agents working autonomously in the background of businesses everywhere. Here's an uncomfortable question: who, or what, is actually checking that they're doing what they were asked to do?Our guest this week has spent her career preparing to solve this exact problem. Professor Svetha Venkatesh is a Deakin University Distinguished Professor and Co-Director of the Deakin Applied AI Initiative. She's been named one of the world's top 15 women in AI research, and holder of one of the highest research honours Australia can bestow. Her pattern recognition work has moved from academic theory into real tools, patents and an ASX-listed company, tackling problems as varied as autism support and high-stakes security.These days, Svetha's focus is on something called AI assurance, and she's refreshingly candid about how far behind it is compared to the AI we're already using every day.In this conversation you'll learn:What AI assurance actually isHow little real oversight exists for AI agents already createdAbout the unsolved problem of AI agents quietly colluding with each otherWhy the film, ‘2001: A Space Odyssey' kept coming up in our conversation, and . . . How Svetha's team is teaching AI to talk to children safely.While the frontier labs and most corporates race to roll AI out, Svetha is doing the less glamorous but more important work of figuring out how we actually know an AI product does what it claims, and how we can catch it when it doesn't. Given how quickly agentic AI is spreading through business and even Anthropic and Open AI can't keep their research agents in check, this is a seriously important conversation.Enjoy this thought-provoking episode with Professor Svetha Venkatesh.Useful LinksDeakin's Applied Artificial Intelligence Initiative (A2I2): https://a2i2.deakin.edu.au Hosted on Acast. See acast.com/privacy for more information.

A new ASX listed fund allows Aussies to invest in privately owned AI companies kike Open AI and Anthropic. Russell Pillemer CEO of Pengala Capital joins Scott Haywood to discuss. See omnystudio.com/listener for privacy information.

On The Money Café this week, Alan Kohler and Stephen Mayne take on the census, CBA's result, an ASX at record highs, the RBA's decision to hold rates, the AI trade, and the Iran war. Plus your questions on AI and jobs, house prices, EVs, and much more.See omnystudio.com/listener for privacy information.

Australian investors have spent decades being told there are good reasons to keep a big chunk of their money at home.  We've got franking credits, familiar companies, and the big banks and miners.  But what if that old investing playbook is starting to work against you?  Over the past decade, the gap between Australian and US sharemarket returns has been enormous. At the same time, some of the industries creating the most wealth in the world barely exist on the ASX.  And there is another problem Australian investors often overlook: your shares may not be the only part of your financial life already tied to Australia.  So how much Australian exposure is too much?  In this episode, Paul looks at whether the traditional case for owning a large allocation to Australian shares still stacks up, what has changed underneath the headline returns, and whether investors need to start thinking differently about where they build wealth.  Inside this episode:  The decade-long return gap that is getting harder for Australian investors to ignore  Why waiting for Australian shares to look cheap may not give you the answer you expect  The global growth story the ASX gives you surprisingly little access to  One reason your portfolio could be far more exposed to Australia than you realise  Why franking credits may be making this decision more complicated than it needs to be  The investing argument that made sense 20 years ago but is much harder to make today  Why putting more money overseas could actually reduce your risk  What the world's biggest companies can tell us about where future wealth may be created  If Australian shares still make up a big part of your portfolio, this episode may change how you think about what belongs in it.  WONDERING IF YOU'RE TOO HEAVILY INVESTED IN AUSTRALIA?  At Guidance Financial Services, we can help you review your portfolio, understand where you may be overexposed and build an investment strategy that gives you the right mix of Australian and global investments for your goals. Book your appointment here.  WANT TO STAY ACROSS WHAT'S MOVING THE MARKETS?: Subscribe to GainingCHOICE, our weekly email unpacking the key headlines and what to pay attention to.  GOT A FINANCE QUESTION FOR PAUL?: Send it to paul@financialautonomy.com.au, and it could be featured in his Ask an Expert column each Sunday in The Age and Sydney Morning Herald.  You can also find all our links here.  General advice disclaimer 

Most traders think they need a better strategy.Robert van Eyden believes they're solving the wrong problem.In this episode of Talking Trading, Louise Bedford sits down with trader, author, and Scope Prime South Africa CEO Robert van Eyden to explore why so many intelligent traders struggle to achieve consistent results in the Australian sharemarket and beyond.Drawing on more than 30 years in financial markets and the lessons from his new book Jack of All Trades, Robert reveals why long-term trading success depends on mastering three critical pillars: Method, Mind and Money Management.Together, Louise and Robert discuss trading psychology, fear, discipline, risk management, identity, and the habits that separate professional traders from those who never quite make it.In this episode:Why smart traders keep making the same mistakesThe missing link between method, mind and money managementWhy the trader is the real edgeHow fear and self-sabotage undermine performanceThe role of identity in trading successWhy consistency matters more than brillianceWhat separates professional traders from amateursLessons from Robert's new book Jack of All TradesIf you're interested in ASX trading, trading psychology, trader mindset, risk management, or becoming a more consistent trader, this conversation is packed with practical insights that could change the way you approach the markets.---------------------------------------------Get your free trading plan templateAre you tired of the trading rollercoaster? One day you're up, the next, you're down—and it's exhausting. You're putting in the effort, but your results just aren't where you want them to be.It's time to take control. Visit www.tradinggame.com.au and grab my free trading plan template. It's designed to help you create a plan that fits your lifestyle.Louise Bedford is a best-selling author of six sharemarket books, host of the Talking Trading podcast, and founder of TradingGame.com.au, one of Australia's leading trading education communities.For over 30 years she has helped traders master trading the Australian sharemarket, technical analysis, and trading psychology so they can build long-term financial independence.www.tradinggame.com.au www.talkingtrading.com.au.FacebookYouTube TwitterLinkedIn

SHARESIES · MARKET MOVEMENTS · 11 AUGUST 2026Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Monday 10 August ↑ WHAT’S UP — The S&P 500 hit a new record close to finish the week up 3.6%, the Nasdaq up 5.2% in its best week since May, and the ASX 200 climbing 3.2% to its own new record. Strong corporate earnings helped power the rally: Palantir jumped 29.5% after 93% revenue growth, AMD posted record quarterly revenue of US$11.5 billion, and SpaceX surged around 23% on its first public results. ↓ WHAT’S DOWN — ResMed shares fell after a mixed underlying result. Oil was choppy, falling initially on hopes of a deal to reopen the Strait of Hormuz, only to climb later in the week as Iran moved to restrict US and Israeli vessels. ! BIGGEST SURPRISES — The US July jobs report shed 23,000 jobs against expectations to gain around 80,000, even as the unemployment rate fell to 4.1%. Markets read it as easing Fed pressure, cutting September rate-hike odds to 41% from 55%. ◎ WHAT TO WATCH — The RBA decides on Tuesday, with a hold at 4.35% expected, and US July CPI and PPI will test whether price pressures are easing after the oil run-up. Reporting season continues with RocketLab, Cisco and Super Micro in the US, and CBA, ANZ, Westpac, QBE, IAG and Suncorp locally. ◈ BIGGER PICTURE — Records across Wall Street and the ASX show a firmly risk-on market, powered by strong earnings and tentative signs of easing Middle East tensions. Appetite remains for the AI and growth trade, demonstrated by Palantir, AMD, and SpaceX. But unsettled oil prices and the impact of a soft US jobs print sit in the background as potential swing factors. Disclaimer: Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website.See omnystudio.com/listener for privacy information.

The ASX is set for a steady open ahead of the RBA’s interest rate decision this afternoon, as investors weigh Governor Michele Bullock’s latest comments on inflation and economic conditions. Overnight, oil prices surged on Middle East tensions, while US markets edged lower after recent gains. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Bradesco (BBDO) is one of Brazil's largest and oldest banks. In this episode, Cameron Reilly walks through the bank's wild origin, its scandals, its political turbulence, and the numbers that matter for value investors.Despite the drama, the numbers look strong. Bradesco has a massive loan book, solid financial health, and a standout price‑to‑operating‑cash‑flow ratio. Cameron breaks down why BBDO sits at the top of the QAV America buy list this week, and what beginners should understand about investing in Brazilian banks.

– 5 year anniversary of Strawman – 40 year mortgage rear their ugly heads – The ASX’s ‘Steven Bradbury’ moment – A Bitcoin warning – The rise of AI continuesSee omnystudio.com/listener for privacy information.

Bradesco (BBDO) is one of Brazil's largest and oldest banks. In this episode, Cameron Reilly walks through the bank's wild origin, its scandals, its political turbulence, and the numbers that matter for value investors.Despite the drama, the numbers look strong. Bradesco has a massive loan book, solid financial health, and a standout price‑to‑operating‑cash‑flow ratio. Cameron breaks down why BBDO sits at the top of the QAV America buy list this week, and what beginners should understand about investing in Brazilian banks.Are you investing in the ASX and ready to go beyond ETFs? Learn from the master - Tony Kynaston's QUALITY AT VALUE. Sign up with code SFB for a 20% discount on QAV Club plan or SFBLIGHT for a free month of QAV Light by clicking this link. for Australians or those wanting to invest in Australian stocks.

The Aussie share market paused after a stellar week of gains, with the ASX 200 down slightly but maintaining strong year-to-date momentum. Materials and tech sectors led, while financials lagged. Gold stocks surged following overnight price gains, and lithium miners rallied on positive earnings from US producer Albemarle. The RBA's rate decision next Tuesday will be closely watched by investors. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

In this episode of the Theory of Thing Investment Podcast: Powered by Small Caps, host James Whelan sits down with Golden Globe Resources (ASX: GGR) CEO Colin McMillan to discuss the company's phase-one progress, high-grade rock chip results (4.2% Cu, 0.5g/t Au) following the rediscovery of the historic Burns Spur Copper Mine, upcoming exploration at the Alma project near Mount Morgan, and promising proof-of-concept drilling at Neela Creek in the Lachlan Fold Belt.Later, Heath Moss from HLM Investments joins the show to break down macro market trends, including the S&P 500 and ASX reaching record highs, Palantir's strong earnings validating AI demand, and major technical breakouts in copper and gold. The episode wraps up with sector commentary on Australian retail earnings, global oil dynamics, and weekly sports picks.General advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

Ongoing hopes of a US-Iran deal to re-open the Strait of Hormuz have sent the ASX to a second consecutive closing high. The S&P/ASX 200 added 43.8 points, or 0.5%, for a close of 9271.6. Rena Sarumpaet spoke to Hugh Lam, Investment Strategist at Betashares, on a corporate reporting season just heating up, and broader market gains.

The ASX 200 closed at another record high yesterday, but can it extend its record-breaking run? Wall Street struggled for direction overnight as mixed earnings weighed on chipmakers and software stocks, while oil prices surged on renewed tensions with Iran. Plus, how increased defence spending could give the local economy a much-needed boost. Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, as they take you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

In tonight's Australian Stock Market Show, Filip, Janine and Zoran reveal 10 ASX stocks that could see their profits jump hugely on this AI shift.

The ASX 200 closed at a record high yesterday and is poised for a steady open today. Miners are expected to lead gains as gold prices climbed to almost seven-week highs on hopes of peace in the Middle East. Meanwhile, Wall Street's rally stalled overnight following disappointing tech earnings, while key employment and trade balance data are due later today. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Researchers at Domain say the profit boom of the past decade is starting to show early signs of weakness. Stephanie Youssef spoke to Domain's Chief of Economics and Reserch, Nicola Powell. Meanwhile, the ASX closed at its highest level since March, surging 1.4%, after a healthy rally on Wall Street. US President Donald Trump's comments - that negotiations to end the Iran war and open the Strait of Hormuz had resumed - triggered a heavy bout of risk-on sentiment. Clive Maguchu, senior strategist with State Street Investment Management, spoke to Rena Sarumpaet.

The Australian share market surged for a third consecutive day, with the ASX 200 pushing higher and drawing within striking distance of the record levels set in February. Strong gains across most sectors, particularly technology and healthcare, drove the session's momentum. Geopolitical developments regarding potential peace negotiations and upcoming earnings season announcements are shaping investor sentiment as the market builds on a solid start to August.Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The ASX is poised for a stronger opening as global optimism spreads following progress towards peace in Iran and record highs across Wall Street and Europe. Oil prices tumbled on diplomatic hopes, with investors now turning their attention to a busy slate of earnings reports from Australian and US companies over the next two days. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

SHARESIES · MARKET MOVEMENTS · 3 AUGUST 2026Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Monday 3 August ↑ WHAT’S UP — Equity markets snapped back, with the S&P 500 up around 1%, the Nasdaq up 1.6%, and the ASX 200 gaining 2.3% to break a falling streak. Rio Tinto shared strong results, while Microsoft and Amazon rose on Azure and AWS cloud growth. ↓ WHAT’S DOWN — The 30-year US Treasury yield jumped to its highest level since 2007 as investors demanded more compensation to hold amid lingering inflation doubts. Meta's earnings fell short on legal and AI infrastructure costs and Apple's record quarter was overshadowed by weak guidance. The NZX 50 bucked the trend, slipping 0.5%. ! BIGGEST SURPRISES — The Fed held rates steady despite three votes to hike, and again offered no forward guidance, leaving markets pricing a 65% chance of a September move. In Australia, June quarter CPI came in lower than expected at 3.8%, cutting the odds of an RBA hike by year-end to roughly 60%. ◎ WHAT TO WATCH — More earnings this week, with SpaceX reporting for the first time as a public company, and AMP, ResMed and REA Group due locally. Friday brings July’s US jobs report, a key read on the labour market as the Fed weighs its next move. ◈ BIGGER PICTURE — As long-dated yields hit a 9-year high, the bond market clearly doesn’t believe inflation is beaten. Investors are still responding cautiously to earnings, rewarding Microsoft and Amazon for proving that their AI spending drives revenue, while unenthused about results that don’t show a clear payoff. Disclaimer: Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website.See omnystudio.com/listener for privacy information.

The ASX 200 is expected to open flat as investors digest strong gains on Wall Street, driven by easing Middle East tensions and solid corporate earnings. Commodity markets also reflected the improved sentiment, with oil prices falling. Attention now turns to upcoming earnings reports from local companies and key US economic data later this week. Gillian Bowen, Head of Media and Markets at CommSec, takes you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

¡Alarma roja en el Garaje Hermético! Hoy venimos decididos a pisar charcos de los grandes y a criticar sin piedad a diez marcas legendarias que, ya sea por errores en los despachos, por regulaciones poco acertadas o por modas absurdas, han traicionado su alma. Hoy hablamos claro y, como siempre, con cero filtros. Comenzamos con Alfa Romeo. De ser la referencia absoluta del "Cuore Sportivo" y la marca que enseñó al mismísimo Enzo Ferrari, ha pasado a lanzar el Junior: un coche fabricado en Polonia que, en esencia, es un Peugeot 2008 o un Opel Mokka con una parrilla triangular. La marca ha diluido su herencia técnica compartiendo plataformas generalistas y enterrando sus gloriosos motores históricos bajo montañas de SUVs. BMW también nos duele en el corazón. Durante décadas, su eslogan "¿Te gusta conducir?" era un objetivo sagrado para sus ingenieros, regalándonos joyas como el M3 E46. Hoy, la junta directiva parece obsesionada con los excesos visuales para el mercado asiático. El ejemplo perfecto es el BMW XM, un mastodonte SUV híbrido enchufable de 2.710 kilos con parrilas gigantescas retroiluminadas. Han abandonado la ligereza y la pureza en favor de una ostentación tecnológica desmedida. Llegamos a Maranello. Ferrari juró que jamás haría un SUV. Se lo perdonamos a regañadientes con el Purosangue porque mantuvieron un V12 atmosférico, pero el anuncio del Ferrari Luce, un SUV cien por cien eléctrico de cinco plazas, rompe los cimientos de la marca. Han sustituido el sonido inconfundible de sus escapes por altavoces que emiten ruido artificial para simular una emoción que ya no existe. El caso de Jaguar es directamente un suicidio comercial. Dinamitaron su prestigio de elegancia británica eliminando el histórico emblema del felino saltando por unas letras geométricas sin alma. Paralizaron sus ventas en Europa para prepararse para una etapa eléctrica y ultracara, persiguiendo a un público que ni quiere ni puede pagar lo que piden, renegando de sus clientes tradicionales. Lancia sufrió un lento asesinato corporativo. Tras dominar el Mundial de Rallyes con el Stratos, el 037 y el Delta Integrale, los gestores le cortaron el presupuesto, le pegaron el escudo a pesados modelos de Chrysler y hoy su anunciada resurrección se limita al nuevo Ypsilon, un utilitario que mecánicamente es un Peugeot 208 o un Opel Corsa. Land Rover pasó de crear herramientas de trabajo indestructibles, capaces de cruzar desiertos y arreglarse con un martillo, a producir SUVs hipertecnológicos para el lujo extremo. Hoy se han convertido en sinónimo de problemas de fiabilidad y fallos de seguridad tan graves en sus llaves inteligentes que incluso algunas aseguradoras británicas se niegan a darles cobertura. La traición definitiva a Colin Chapman la firma Lotus. Su mantra era restar peso para ser rápido en todas partes, dando vida a maravillas minimalistas de setecientos kilos. Tras ser adquirida por el gigante asiático Geely, nació el Lotus Eletre: un enorme SUV eléctrico fabricado en China que sobrepasa los 2.600 kilos y representa todo lo que su fundador detestaba. Mercedes-Benz, a través de su división AMG, ha decidido matar el V8. La receta clásica de meter un motor descomunal y brutal en una berlina sobria ha sido sustituida en el actual C63 AMG por un motor de cuatro cilindros y dos litros acoplado a un pesadísimo sistema híbrido enchufable. El coche pesa una barbaridad, tiene un tacto sintético y suena a electrodoméstico. Mitsubishi, el coloso japonés que dominaba el Dakar con el Montero y los rallyes con el Lancer Evolution, cayó tras escándalos corporativos y fue absorbida por la alianza Renault-Nissan. Los contables tomaron el mando, mataron sus mitos y hoy, si vas a comprar un Colt o un ASX, te entregan un Renault Clio o un Captur a los que solo les han cambiado el logo. Cerramos con Porsche. Salvaron los muebles con el Cayenne, pero hoy es fundamentalmente una fábrica de SUVs y grandes berlinas que usa sus enormes beneficios para mantener vivo al 911. Sin embargo, el rumbo purista se agota: han convertido al Macan en un coche exclusivamente eléctrico y la nueva generación del 911 ya incorpora un sistema híbrido que añade peso y complejidad electrónica al icono de Stuttgart. En conclusión, el pragmatismo despiadado, las absurdas regulaciones impuestas desde los despachos y la obsesión por el beneficio económico han desfigurado los valores de estas marcas. El alma de un coche se mide en lo que te hace sentir al encender el motor en una mañana fría, y tristemente, parece que se han olvidado de ello.

¡Alarma roja en el Garaje Hermético! Hoy venimos decididos a pisar charcos de los grandes y a criticar sin piedad a diez marcas legendarias que, ya sea por errores en los despachos, por regulaciones poco acertadas o por modas absurdas, han traicionado su alma. Hoy hablamos claro y, como siempre, con cero filtros. Comenzamos con Alfa Romeo. De ser la referencia absoluta del "Cuore Sportivo" y la marca que enseñó al mismísimo Enzo Ferrari, ha pasado a lanzar el Junior: un coche fabricado en Polonia que, en esencia, es un Peugeot 2008 o un Opel Mokka con una parrilla triangular. La marca ha diluido su herencia técnica compartiendo plataformas generalistas y enterrando sus gloriosos motores históricos bajo montañas de SUVs. BMW también nos duele en el corazón. Durante décadas, su eslogan "¿Te gusta conducir?" era un objetivo sagrado para sus ingenieros, regalándonos joyas como el M3 E46. Hoy, la junta directiva parece obsesionada con los excesos visuales para el mercado asiático. El ejemplo perfecto es el BMW XM, un mastodonte SUV híbrido enchufable de 2.710 kilos con parrilas gigantescas retroiluminadas. Han abandonado la ligereza y la pureza en favor de una ostentación tecnológica desmedida. Llegamos a Maranello. Ferrari juró que jamás haría un SUV. Se lo perdonamos a regañadientes con el Purosangue porque mantuvieron un V12 atmosférico, pero el anuncio del Ferrari Luce, un SUV cien por cien eléctrico de cinco plazas, rompe los cimientos de la marca. Han sustituido el sonido inconfundible de sus escapes por altavoces que emiten ruido artificial para simular una emoción que ya no existe. El caso de Jaguar es directamente un suicidio comercial. Dinamitaron su prestigio de elegancia británica eliminando el histórico emblema del felino saltando por unas letras geométricas sin alma. Paralizaron sus ventas en Europa para prepararse para una etapa eléctrica y ultracara, persiguiendo a un público que ni quiere ni puede pagar lo que piden, renegando de sus clientes tradicionales. Lancia sufrió un lento asesinato corporativo. Tras dominar el Mundial de Rallyes con el Stratos, el 037 y el Delta Integrale, los gestores le cortaron el presupuesto, le pegaron el escudo a pesados modelos de Chrysler y hoy su anunciada resurrección se limita al nuevo Ypsilon, un utilitario que mecánicamente es un Peugeot 208 o un Opel Corsa. Land Rover pasó de crear herramientas de trabajo indestructibles, capaces de cruzar desiertos y arreglarse con un martillo, a producir SUVs hipertecnológicos para el lujo extremo. Hoy se han convertido en sinónimo de problemas de fiabilidad y fallos de seguridad tan graves en sus llaves inteligentes que incluso algunas aseguradoras británicas se niegan a darles cobertura. La traición definitiva a Colin Chapman la firma Lotus. Su mantra era restar peso para ser rápido en todas partes, dando vida a maravillas minimalistas de setecientos kilos. Tras ser adquirida por el gigante asiático Geely, nació el Lotus Eletre: un enorme SUV eléctrico fabricado en China que sobrepasa los 2.600 kilos y representa todo lo que su fundador detestaba. Mercedes-Benz, a través de su división AMG, ha decidido matar el V8. La receta clásica de meter un motor descomunal y brutal en una berlina sobria ha sido sustituida en el actual C63 AMG por un motor de cuatro cilindros y dos litros acoplado a un pesadísimo sistema híbrido enchufable. El coche pesa una barbaridad, tiene un tacto sintético y suena a electrodoméstico. Mitsubishi, el coloso japonés que dominaba el Dakar con el Montero y los rallyes con el Lancer Evolution, cayó tras escándalos corporativos y fue absorbida por la alianza Renault-Nissan. Los contables tomaron el mando, mataron sus mitos y hoy, si vas a comprar un Colt o un ASX, te entregan un Renault Clio o un Captur a los que solo les han cambiado el logo. Cerramos con Porsche. Salvaron los muebles con el Cayenne, pero hoy es fundamentalmente una fábrica de SUVs y grandes berlinas que usa sus enormes beneficios para mantener vivo al 911. Sin embargo, el rumbo purista se agota: han convertido al Macan en un coche exclusivamente eléctrico y la nueva generación del 911 ya incorpora un sistema híbrido que añade peso y complejidad electrónica al icono de Stuttgart. En conclusión, el pragmatismo despiadado, las absurdas regulaciones impuestas desde los despachos y la obsesión por el beneficio económico han desfigurado los valores de estas marcas. El alma de un coche se mide en lo que te hace sentir al encender el motor en una mañana fría, y tristemente, parece que se han olvidado de ello.

The Australian share market ended Friday slightly higher after strong early gains faded heading into the weekend. Investor caution persisted as the ASX 200 approached key resistance levels, though weekly gains recovered recent losses. US tech earnings dominated sentiment, with Microsoft's results signalling AI profitability, while locally, 4D Medical surged on growth metrics. Reporting season begins Monday, with major corporate updates expected throughout August.Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Investors love Exchange Traded Funds; these cheap and low-risk funds, which mirror indices such as the ASX 200, are increasingly popular.But how do you put them together to create a diversified portfolio? Chris Brycki, CEO of the Stockspot group, joins Associate Editor James Kirby in this episode. In today's show, we cover: ETF essentials - what you need to know Who are the main players in the market How to start a 60-40 ETF portfolio Building a deeper understanding of ETF offerings See omnystudio.com/listener for privacy information.

Pizza chain Domino’s will close as many as 60 stores – half of them in Australia and New Zealand – after posting its biggest loss in decades. Investors are focusing on the positives, prompting a share price jump. But Domino’s is far from out of the woods, as skyrocketing inflation and some risky business decisions bite. So, can the servers of super-cheap pizza bounce back? Senior Business Reporter Eli Greenblat is here. Read more about this story at theaustralian.com.au and see the video by subscribing to our YouTube channel. Domino’s Pizza hit by $300m impairment as global expansion plan backfires This episode of The Front is presented and produced by Kristen Amiet and edited by Tiffany Dimmack. Our regular host is Claire Harvey and our team includes, Lia Tsamoglou, Joshua Burton and Jasper Leak, who also composed our music. See omnystudio.com/listener for privacy information.

What happens when a marketing leader goes all in on AI, not just for himself, but for his entire team? Ronan Bray, Head of Marketing & Growth at Cloud Assess, joins the podcast to unpack exactly that. From a two week Christmas break spent teaching himself to build apps, to rolling out a fully connected go to market platform that pulls live data from HubSpot, Google Search Console, and Notion, Ronan shares the real story of AI adoption inside a B2B marketing team, mess, momentum, and all. This episode is a practical playbook for any marketing leader wondering how to move a team from AI curiosity to AI capability. Ronan gets specific about what worked (starting small with personal projects), what didn't (announcing a team wide AI mandate with almost no context), and where he still won't let AI near the steering wheel, like paid ad spend and image or video creation. Guest Introduction Ronan Bray is Head of Marketing & Growth at Cloud Assess, where he leads a global marketing team driving pipeline with over 85 percent of ARR from inbound. Over 16 years he has scaled B2B marketing for ASX listed companies and his own startups (three reaching acquisition or buyout), building on experience at HubSpot and Drift. Key Topics Ronan's personal path into AI, from everyday ChatGPT use to picking Claude as the team's core tool to avoid spreading focus too thinHow a two week Christmas break and a personal "vibe coding" project (a lawn care scheduler built in Lovable) became the spark for wider team adoptionThe simple three question framework Ronan uses with his team: where's your time going, what's repetitive, and what's the ideal end stateBuilding a go to market hub in Lovable that connects HubSpot, Google Search Console and Firecrawl to surface content gaps and sales insights automaticallyWhy Ronan's team keeps a human in the loop on all content, even though AI can draft it, because audiences and algorithms can both tell when something is fully AI generatedThe security guardrails Cloud Assess put in place around domain locking and vulnerability scanning when building internally with LovableWhy Ronan won't hand over paid ad spend decisions to AI, even with tools connected to Google AdsWhat's next for Ronan's team: using AI for image and video generation to communicate fast moving product releases to sales and customers Resources & Links Companies & Tools Cloud Assess: Ronan's company, an AI powered training and assessment platform, referenced throughout as the environment for his AI rolloutLovable: the AI app builder Ronan and his team use to build internal tools, including their go to market hubClaude: the AI assistant Ronan's team standardised on for everyday tasks and custom team projectsHubSpot: the CRM feeding deal and pipeline data into the go to market hubFirecrawl: the web scraping tool connected to their platform to analyse blog and competitor contentChatGPT: the tool Ronan first used for personal AI adoption before switching to ClaudeNotion: used by Cloud Assess's product team to track features, later integrated into the go to market hubHiggsfield: an AI image and video tool Ronan tested via MCP, which he found fell short for a recent website rebuild Contact & Credits Host: Shahin Hoda Guest: Ronan Bray Produced by: Shahin Hoda and Alexander Hipwell Edited by: Alexander Hipwell & Dave Somido Music by: Breakmaster Cylinder Podcast Co-ordinator: Jonah Igsie APAC's B2B Growth Podcast is Presented by xGrowth

SHARESIES · MARKET MOVEMENTS · 28 JULY 2026Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Tuesday 28 July ↑ WHAT’S UP — Renewed Middle East conflict drove Brent crude oil up nearly 14% for the week and back above US$100 a barrel, lifting ASX energy names like Santos and Woodside. The NZX 50 gained around 0.6% even while overseas markets fell. ↓ WHAT’S DOWN — Alphabet fell 7% despite solid results and Tesla around 14%, dragging the Nasdaq down 2.1% and the S&P 500 down 0.6%. The weakness rippled into the ASX tech sector, down 6.6%, and the ASX 200 falling 0.3% for a third straight week. ! BIGGEST SURPRISES — Australian jobs jumped by 76,000 in June, well above expectations, and unemployment was steady at 4.4%, keeping an August RBA rate rise on the table. A spike in US Treasury yields lifted the odds of a Fed hike this week from around one-in-ten to nearly one-in-three. ◎ WHAT TO WATCH — The Fed hands down its rate decision on Wednesday US time, with a hold expected. Microsoft and Meta report the same day, with Amazon and Apple following on Thursday. In Australia, Wednesday's Q2 CPI print is a key input into the RBA's next rate decision. ◈ BIGGER PICTURE — The theme of earnings season is that strong revenue is no longer enough and investors want proof that AI capex is translating into returns. Until that spending clearly converts to profit, it seems the market will stay sceptical, even if the underlying numbers beat expectations.See omnystudio.com/listener for privacy information.

Heading to the home of tango with Telecom Argentine (TEO) The company recently merged the country's north–south telecom networks, creating a near‑national monopoly. Cameron highlights the dramatic macro backdrop: inflation falling from over 200%, currency movements driving large accounting gains, and regulatory conditions requiring TEO to divest millions of customers. We also consider the colourful political environment under President Javier Millei and his mastiff Conan the Barbarian, both of whose policies have reshaped the economy in unpredictable ways.Blog post available at: https://www.sharesforbeginners.com/blog/teo-igl

Australia's jobs market continues to defy expectations, with more than 76,000 jobs created in the latest month as the unemployment rate held at 4.4 per cent and workforce participation climbed to its highest level in a year.SBS Finance Editor Ricardo Gonçalves speaks with Faraz Syed, Senior Economist at Citi Australia, about what the strong labour market means for the outlook for interest rates. Plus, Ben Clark from TMS Private Wealth unpacks a mixed day on the ASX, where gains in materials and energy helped lift the market despite weakness in technology and healthcare following the jobs data.

SBS Finance Editor Ricardo Gonçalves speaks with Mark Gardner from MPC Markets as the ASX finished flat yet again, despite the escalating conflict in the Middle-East and explores how China's newest AI tool is shaking up the industry.

Frank Danieli is Head of Global Credit Solutions at MA Financial Group, an ASX-listed alternative asset manager that oversees A$15 billion ($10 billion) across a broad range of private credit and lending strategies and A$179 billion ($125 billion) in a lending ecosystem platform. Frank began his career in restructurings, the self-described 'dark side of credit', and has used the lessons from special situations and distressed loans to build a performing credit platform across asset backed finance, direct asset lending and corporate private credit. Our conversation discusses what global investors can learn from the model of private credit in Australia. We explore the evolution of private credit in Australia and why it developed differently from the sponsor-backed lending market in the U.S., the regulatory shift that pushed lending off bank balance sheets, the role of Australia's pension system, and MA Financial's strategy for building proprietary origination across the lending ecosystem. We then turn to MA Financial's investment process, including the separation of investment selection from portfolio management, red teams, war games, and rigorous stress testing. Along the way, Frank shares why sourcing - not fundraising - will define long-term winners, why private credit requires diversified balance sheets, and why portfolio management and risk management are the largest sources of alpha in the asset class. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)