Podcast appearances and mentions of jun bei liu

  • 21PODCASTS
  • 129EPISODES
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  • 1WEEKLY EPISODE
  • May 28, 2025LATEST

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Best podcasts about jun bei liu

Latest podcast episodes about jun bei liu

SBS World News Radio
Inflation in check but many basics more expensive

SBS World News Radio

Play Episode Listen Later May 28, 2025 15:51


SBS Finance Editor Ricardo Gonçalves speaks with Pat Bustamante from Westpac about today's monthly CPI Indicator which showed while prices remained within the RBA's target band, some essentials are rising and what it means for interest rates, plus the latest sharemarket thinking with Jun Bei Liu from Ten Cap.

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SBS On the Money
Inflation in check but many basics more expensive

SBS On the Money

Play Episode Listen Later May 28, 2025 15:51


SBS Finance Editor Ricardo Gonçalves speaks with Pat Bustamante from Westpac about today's monthly CPI Indicator which showed while prices remained within the RBA's target band, some essentials are rising and what it means for interest rates, plus the latest sharemarket thinking with Jun Bei Liu from Ten Cap.

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Business Now with Ross Greenwood
Business Now | 17 April

Business Now with Ross Greenwood

Play Episode Listen Later Apr 17, 2025 20:48 Transcription Available


The ASX200 rises despite turmoil on Wall St, stock picker Jun Bei Liu reveals which companies are weathering the storm best. Plus, unemployment ticks up in March and Melbourne's Lord Mayor rallys against cuts to international students.See omnystudio.com/listener for privacy information.

Fear and Greed
Interview: What one of Australia's top fund managers is watching

Fear and Greed

Play Episode Listen Later Apr 13, 2025 11:19 Transcription Available


Volatility on markets has opened up many opportunities for investors. And it's fascinating to hear from one of Australia's top fund managers about what those opportunities might be.Jun Bei Liu is co-founder and lead portfolio manager at investment firm Ten Cap. Ten Cap launched earlier this year when Jun Bei moved across from Tribeca, where she had a stellar run managing Tribeca’s Alpha Plus strategy. When she launched Ten Cap, she migrated around $1.5b in funds under management to the new business.Jun Bei joins Sean Aylmer in the studio to give her take on markets, and the stocks she's keeping an eye on.This is general information only. You should seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

SBS World News Radio
The EV battle between Tesla and BYD & tariff uncertainty still hitting market

SBS World News Radio

Play Episode Listen Later Mar 19, 2025 8:15


SBS Finance Editor Ricardo Gonçalves speaks with Jun Bei Liu from TenCap about the uncertainties driving investor sentiment lately, and takes a closer look at the battle between Tesla and BYD.

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SBS On the Money
The EV battle between Tesla and BYD & tariff uncertainty still hitting market

SBS On the Money

Play Episode Listen Later Mar 19, 2025 8:15


SBS Finance Editor Ricardo Gonçalves speaks with Jun Bei Liu from TenCap about the uncertainties driving investor sentiment lately, and takes a closer look at the battle between Tesla and BYD.

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The Rules of Investing
Jun Bei Liu: 2 stocks for the bottom draw and how to play the only realistic scenarios left for 2025

The Rules of Investing

Play Episode Listen Later Mar 14, 2025 32:46


At the start of 2025, there were three big-picture scenarios facing investors: a hard landing, a soft landing, or no landing at all. Just two of those scenarios remain, with a hard landing now off the table, according to Ten Cap's Jun Bei Liu. That view might seem a touch ambitious in light of the market rout that kicked off in mid-February and gathered steam as sticky inflation and a tariff war put equity valuations under pressure. The ASX 200 has fallen 8.5% in a month and is down over 4.5% for 2025. The picture is worse for US equities, where, after back-to-back years of +20% gains, the S&P 500 has shed over 10% in a month and is down over 5% from the start of the year. The headlines and moves are unnerving, but the backdrop for equities remains favourable, and the volatility is creating opportunities to buy businesses at better valuations, according to Jun Bei Liu.   Thanks to our Sponsor AlphaSense This latest episode is brought to you by AlphaSense. See what AlphaSense can do for your investment research—visit alpha-sense.com/livewire to get started.

Business Now with Ross Greenwood
Business Now | 11 March

Business Now with Ross Greenwood

Play Episode Listen Later Mar 11, 2025 21:51 Transcription Available


Global markets panic as the US sharemarket sheds $US1.75 trillion, full analysis with stock pickers Anton Tagliaferro and Jun Bei Liu. Plus, the CEO of the Australian Reinsurance Pool Corporation on cost of Cyclone Alfred.See omnystudio.com/listener for privacy information.

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15 Minutes with the Boss
Jun Bei Liu: How to boost your confidence, blocking out naysayers and how tackle mistakes

15 Minutes with the Boss

Play Episode Listen Later Mar 10, 2025 18:49


On this week’s episode Jun Bei Liu, founder and lead portfolio manager at TenCap, talks about how she approaches mistakes, the importance of not letting others tell you that you can't do something and the best way to get a promotion. This podcast is sponsored by Aussie Broadband.See omnystudio.com/listener for privacy information.

Buy Hold Sell, by Livewire Markets
Buy Hold Sell: 12 key ASX stocks and the important themes from reporting season

Buy Hold Sell, by Livewire Markets

Play Episode Listen Later Feb 27, 2025 26:46


Whether you're a fund manager overseeing billions or a Livewire reader investing your hard-earned money, there is no better time than the end of reporting season. Firstly, because it's bloody exhausting, and secondly, because it's the clearest picture you will ever get of the health of corporate Australia and the shape of your own portfolio. Right now is the moment where there is the least noise, the least speculation, and the least fluff. This moment allows investors to make some intelligent decisions, with the fullest information possible, about which opportunities they want to pursue, and forgo, over the coming six months. So, what were the key themes from the season? And, more importantly, which stocks crushed it - and which got crushed? To help answer those questions, Livewire's James Marlay sat down with James Gerrish from Market Matters and Jun Bei Liu from Tencap for this special February 2025 reporting season wrap-up of Buy Hold Sell. Note: This episode was recorded on Thursday, 26 February 2025.  

SBS World News Radio
ASX hits six week low as reporting season continues

SBS World News Radio

Play Episode Listen Later Feb 25, 2025 9:54


SBS Finance Editor Ricardo Gonçalves speaks with Jun Bei Liu from TenCap and Kyle Rodda from capital.com to get the latest from reporting season and why investors have sold down shares less than two weeks after the ASX200 hit a record.

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SBS On the Money
ASX hits six week low as reporting season continues

SBS On the Money

Play Episode Listen Later Feb 25, 2025 9:54


SBS Finance Editor Ricardo Gonçalves speaks with Jun Bei Liu from TenCap and Kyle Rodda from capital.com to get the latest from reporting season and why investors have sold down shares less than two weeks after the ASX200 hit a record.

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Bloomberg Daybreak: Asia Edition
Looming Trump Tariffs Rattle Asian Markets

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later Feb 3, 2025 18:14 Transcription Available


On today's episode, we examine how impending tariffs from the Trump administration in the US are sending shock waves through global markets. Bloomberg's Stephen Engle has analysis on what the response from Beijing may look like. Jun Bei Liu, Founder and Portfolio Manager at Ten Cap, gives her views on what these tariffs could mean for China's long-term outlook. Plus - Stuart Thomas, Founding Partner and Principal at Precidian Investments, shares how investors could stand to benefit from tariff-driven dollar strength.See omnystudio.com/listener for privacy information.

The Money Cafe with Kirby and Kohler
Your Shares in 2025 - Part 2 : Top Picks

The Money Cafe with Kirby and Kohler

Play Episode Listen Later Jan 6, 2025 34:51 Transcription Available


If bank stocks ran too hot on the ASX in 2024, should investors chase them again in 2025? Perhaps there are better opportunities in the year ahead: We're talking miners, industrials and technology leaders. Jun Bei Liu, portfolio manager at Ten Capital joins wealth editor James Kirby in this special summer edition of the show. ----- In today's show, we cover: * The limited outlook for bank stocks* The forces that may trigger a rebound for resource stocks * Why the consumer retail boom will keep going * CSL, JB Hi-Fi, Pro Medicus, Rio...what's in store? See omnystudio.com/listener for privacy information.

The Call from ausbiz
the call: Friday 29 November

The Call from ausbiz

Play Episode Listen Later Nov 29, 2024 50:01


Submit your stock picks here: ausbiz.co/callpicksAdam Dawes from Shaw and Partners and Jun Bei Liu from Tribeca Investment Partners go in-depth and stock specific on ‘the call.'De Grey Mining (DEG)Fortescue (FMG) Atlas Arteria (ALX) Brickworks (BKW) Nufarm (NUF) Breville Group (BRG) Kogan.com (KGN) Hotel Property Investments (HPI) REA Group (REA) Objective Corporation (OCL)Stock of the day: Findi (FND) to listen go to https://ausbiz.co/STODGet your stock pick to the front of the queue by becoming an ausbiz contributor: https://ausbiz.co/contributorsAnd we'd love it if you could leave us a review below! Hosted on Acast. See acast.com/privacy for more information.

Buy Hold Sell, by Livewire Markets
Buy Hold Sell: 3 defensive darlings for the next market pullback (and 2 to buy when it does)

Buy Hold Sell, by Livewire Markets

Play Episode Listen Later Nov 14, 2024 5:34


Traditional long-only investors, who don't tinker with their cash levels much, typically participate in all of the market's upside when it is flying and all of its downside when it's not. Markets typically increase over time, so this is a perfectly acceptable way to invest.  Long/short investors, however, can also profit when markets fall—but that's too simplistic an explanation. It suggests that long/short managers make money equally when markets go up and down, which is rarely the case.  Because long/short managers are also active beta managers (i.e. they pick stocks to outperform a benchmark or achieve a specific objective), they typically capture most of a market's upside while significantly limiting losses on the downside.  That means that much of their alpha (overall outperformance) is often generated by providing much better protection when things are bad versus smashing the market when it is flying.  With all that in mind, what better time to ask two long/short managers for their top defensive picks than right now - when equity markets are at all-time highs and valuations are on the ritzy side?  On this episode, Livewire's James Marlay is joined by Jun Bei Liu from Tribeca and David Moberley from ClearLIfe Capital for their analysis of five stocks that could weather a coming downturn - whenever that may be. Note: This episode was recorded on Wednesday 6 November 2024.

Buy Hold Sell, by Livewire Markets
Buy Hold Sell: The best and worst investment ideas from 5 ASX sectors

Buy Hold Sell, by Livewire Markets

Play Episode Listen Later Nov 12, 2024 16:30


One key function of long/short fund managers is to compare similar companies and trade them against each other. These companies are often found within sectors but can also be found across sectors, as companies with similar characteristics. Once identified, a long/short manager will buy the stronger-performing company in the pair and sell the weaker-performing company. This is known as a 'pairs' trade. This strategy also has the benefit of being market-neutral (given one long and one short trade in the pair). The ASX is littered with potential pairs trading opportunities. Some examples include Coles and Woolworths, Fortescue and Rio Tinto, and Santos and Woodside. Given the focus on comparing companies and actively trading them against each other, who better to ask for their best and worst picks in a sector than a couple of long/short fund managers? For those who love stock picks on both sides of the ball, this episode is for you. Livewire's James Marlay was joined by Tribeca Investment Partners' Jun Bei Liu and ClearLife Capital's David Moberley to discuss their best and worst picks in five different sectors. Note: This episode was recorded on Wednesday 6 November 2024.

Buy Hold Sell, by Livewire Markets
Buy Hold Sell: Hunting for value among 5 of the ASX's most shorted stocks

Buy Hold Sell, by Livewire Markets

Play Episode Listen Later Nov 7, 2024 6:21


Lithium darling Pilbara Minerals has overtaken Flight Centre as the most-shorted stock on the ASX. After what seems like years at the top of the list, the travel company has dropped down to the 30th most-shorted stock on the ASX - with a short interest of 5.75%.  Today, only two of the 10 most-shorted stocks are not miners - while out of the top 20, only seven stocks are not within the minerals and resources sectors. It's fair to say then that the market remains bearish on the outlook for many of these stocks - with lithium and uranium miners heavily featured in the list.  So, is there any value among the most shorted stocks on the ASX? Or should investors be steering clear of these stocks?  To find out, Livewire's James Marlay was joined by Tribeca Investment Partners' Jun Bei Liu and ClearLife Capital's David Moberley.  They analyse three of the most heavily shorted stocks on the ASX - including Boss Energy, IDP Education and Seek - and each name a stock that they believe could see a short squeeze.  Note: This episode was recorded on Wednesday 6 November 2024. You can read an edited transcript below. https://www.livewiremarkets.com/wires/buy-hold-sell-hunting-for-value-among-5-of-the-asx-s-most-shorted-stocks/  

The Call from ausbiz
the call: Friday 18 October

The Call from ausbiz

Play Episode Listen Later Oct 18, 2024 48:50


Submit your stock picks here: ausbiz.co/callpicksAdam Dawes from Shaw and Partners and Jun Bei Liu from Tribeca Investment Partners go in-depth and stock specific on ‘the call.'Transurban Group (TCL) RPMGlobal Holdings (RUL) GenusPlus (GNP) Sandfire Resources (SFR) Nuix (NXL) Telstra (TLS) Life360 (360) Ebos Group (EBO) HMC Capital (HMC) WEB Travel Group (WEB) vs WJL Stock of the day: Flight Centre (FLT) to listen go to https://ausbiz.co/STODGet your stock pick to the front of the queue by becoming an ausbiz contributor: https://ausbiz.co/contributorsAnd we'd love it if you could leave us a review below! Hosted on Acast. See acast.com/privacy for more information.

SBS World News Radio
SBS On the Money: Corporate reports: IAG, Scentre Group and Wisetech

SBS World News Radio

Play Episode Listen Later Aug 21, 2024 5:37


Another huge day of corporate results – among those reporting is Australia's biggest general insurer, IAG. The company is flagging still-high premiums and growing costs as inflation persists. For more on the day's big market movers, Rhayna Bosch speaks with Jun Bei Liu, Lead Portfolio Manager at Tribeca Investment Partners.

SBS On the Money
SBS On the Money: Corporate reports: IAG, Scentre Group and Wisetech

SBS On the Money

Play Episode Listen Later Aug 21, 2024 5:37


Another huge day of corporate results – among those reporting is Australia's biggest general insurer, IAG. The company is flagging still-high premiums and growing costs as inflation persists. For more on the day's big market movers, Rhayna Bosch speaks with Jun Bei Liu, Lead Portfolio Manager at Tribeca Investment Partners.

Talk Money To Me
High Conviction Stocks and Market Trends with Jun Bei Liu

Talk Money To Me

Play Episode Listen Later Jul 25, 2024 36:24


Join Candice and Felicity as they welcome Jun Bei Liu, Portfolio Manager of Tribeca's Alpha Plus Fund, back to the podcast!In this episode Jun Bei shares her insights on the current market and how she positions her fund amidst market uncertainty.Get an inside look at Jun Bei's high-conviction stocks, including Pro Medicus and Life 360, and her thoughts on the upcoming Australian reporting season. She also discusses the Chinese economy's outlook and how it influences ASX-listed companies.Don't miss out on Jun Bei Liu's valuable perspectives. Tune in and let's Talk Money! Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

The Call from ausbiz
the call: Friday 12 July

The Call from ausbiz

Play Episode Listen Later Jul 12, 2024 50:05


Jonathan Tacadena from MPC Markets and Jun Bei Liu from Tribeca Investment Partners go in-depth and stock specific on ‘the call.'Whitehaven Coal (ASX: WHC)Red5 (ASX: RED)Lynas (ASX: LYC)Aussie Broadband (ASX: ABB)Tasmea (ASX: TEA)Dominos (ASX: DMP)CSL (ASX: CSL)Cosol (ASX: COS)Hansen Technologies (ASX: HSN)JB Hifi (ASX: JBH)Stock of the day: BHP (ASX: BHP) to listen go to https://ausbiz.co/STODGet your stock pick to the front of the queue by becoming an ausbiz contributor: https://ausbiz.co/contributorsAnd we'd love it if you could leave us a review below! Hosted on Acast. See acast.com/privacy for more information.

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The Call from ausbiz
the call: Friday 28 June

The Call from ausbiz

Play Episode Listen Later Jun 28, 2024 50:14


Adam Dawes from Shaw and Partners and Jun Bei Liu from Tribeca Investment Partners go in-depth and stock specific on ‘the call.'Calix (ASX: CXL)Pilbara (ASX: PLS)Corporate Travel Management (ASX: CTD) NUIX (ASX: NXL) Clarity Pharmaceuticals (ASX: CU6) Viva Energy (ASX: VEA)Service Stream (ASX: SSM) Weebit Nano (ASX: WBT) ARB Corporationg (ASX: ARB) Westpac (ASX: WBC)Stock of the day: ANZ (ASX: ANZ) to listen go to https://ausbiz.co/STODGet your stock pick to the front of the queue by becoming an ausbiz contributor: https://ausbiz.co/contributorsAnd we'd love it if you could leave us a review below! Hosted on Acast. See acast.com/privacy for more information.

Business Now with Ross Greenwood
Business Now | 25 June

Business Now with Ross Greenwood

Play Episode Listen Later Jun 25, 2024 21:53


Jun Bei Liu reacts to Commonwealth Bank shares hitting another all-time high, economist Warren Hogan on the possibility of another interest rate rise. Plus, car dealerships in US hit by a cyberattack. See omnystudio.com/listener for privacy information.

Chris Judd's Talk Ya Book Podcast

This episode of Talk Ya Book features Jun Bei Liu from Tribeca Investment Partners. She dives into Life360, a company offering tracking devices for families and individuals. Jun sees Life360 as a golden opportunity due to its massive, yet under-monetised user base, along with a highly scalable business model primed for significant growth. Proudly presented by Honan (www.honan.com.au).   See omnystudio.com/listener for privacy information.

SBS World News Radio
SBS On the Money: Are Australian executives paid too much?

SBS World News Radio

Play Episode Listen Later Jun 12, 2024 12:16


The Governance Institute of Australia says the average fixed remuneration of ASX 200 CEOs and Managing Directors have risen way above that of inflation. Naveen Razik speaks with Megan Motto to find out why, plus SBS Finance Editor Ricardo Gonçalves discusses the day's market action including the continued frenzy in the AI space with Jun Bei Liu from Tribeca Investment Partners.

SBS On the Money
SBS On the Money: Are Australian executives paid too much?

SBS On the Money

Play Episode Listen Later Jun 12, 2024 12:16


The Governance Institute of Australia says the average fixed remuneration of ASX 200 CEOs and Managing Directors have risen way above that of inflation. Naveen Razik speaks with Megan Motto to find out why, plus SBS Finance Editor Ricardo Gonçalves discusses the day's market action including the continued frenzy in the AI space with Jun Bei Liu from Tribeca Investment Partners.

Buy Hold Sell, by Livewire Markets
4 of the highest quality companies on the ASX

Buy Hold Sell, by Livewire Markets

Play Episode Listen Later May 26, 2024 11:06


From 1981 to 2022, the MSCI World Quality Index outperformed the MSCI World Index by 2.6% per year - while the growth and value styles generated returns that were pretty much identical to the broader market.  So, is the trend your friend?  In this episode, Livewire's Ally Selby was joined by IML's Daniel Moore and Tribeca Investment Partners' Jun Bei Liu for their thoughts on why investors should be taking a closer look at quality stocks right now - including the factors that investors should look out for when trying to identify the market's quality companies.  They also each name one large cap and one small cap that they believe are the highest quality companies on the ASX. And, just because you all know I love a bit of drama, they also name one stock that the market shouldn't classify as high quality anymore.  Note: This episode was recorded on Wednesday 22 May 2024. You can read an edited transcript below. https://www.livewiremarkets.com/wires/4-of-the-highest-quality-companies-on-the-asx/ 

Buy Hold Sell, by Livewire Markets
Buy Hold Sell: 5 stocks with exceptional earnings growth

Buy Hold Sell, by Livewire Markets

Play Episode Listen Later May 23, 2024 6:28


Time and time again, investment experts tell us punters the same thing - that earnings drive share prices.  When earnings per share is positive and continues to grow in each reporting period, it means that your share in a company's profit pie is continuing to grow as well. Higher EPS can often translate to a company's share price trading higher, as investors are willing to pay more for a company generating elevated levels of profits - particularly if this growth has been consistent over the long term - or is estimated to continue to grow well into the future.  So in this episode, Livewire's Ally Selby was joined by Tribeca Investment Partners' Jun Bei Liu and IML's Daniel Moore for their analysis of three stocks with EPS growth expectations higher than 25% over the next 12 months.  Plus, they each name a stock that they believe has attractive and sustainable earnings growth over the years to come.   Note: This episode was recorded on Wednesday 22 May 2024. You can read an edited transcript below.  https://www.livewiremarkets.com/wires/buy-hold-sell-5-stocks-with-exceptional-earnings-growth/ 

Bloomberg Daybreak: Asia Edition
Nvidia & Dell Announce AI Partnership, Iran's Succession Outlook

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later May 21, 2024 22:37 Transcription Available


Featuring: Stephanie Leung, CIO at StashAway, taking a look on the Nvidia-Dell partnership from our Hong Kong studio. Jun Bei Liu, Portfolio Manager at Tribeca Investment Partners, giving her take on markets from our Sydney studio. Ariel Cohen, Senior Fellow at the Atlantic Council, discusses the death of Iranian President Ebrahim Raisi and the country's plans for succession.   Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

The Call from ausbiz
the call: Friday 17 May

The Call from ausbiz

Play Episode Listen Later May 17, 2024 55:49


Jonathan Tacadena from MPC Markets and Jun Bei Liu from Tribeca Investment Partners go in-depth and stock specific on ‘the call.'Cleanaway (CWY)Lovisa (LOV)Judo Bank (JDO)Reliance Worldwide (RWC)Frontier Digital Ventures (FDV)Whitehaven Coal (WHC)Nine Entertainment (NEH)Dexus (DXS)Atlas Arteria (ALX) Embark Early Education (EVO)Stock of the day: Start Entertainment (SGR) Hosted on Acast. See acast.com/privacy for more information.

acast jun bei liu
The Call from ausbiz
the call: Friday 3 May

The Call from ausbiz

Play Episode Listen Later May 3, 2024 54:49


Adam Dawes from Shaw and Partners and Jun Bei Liu from Tribeca Investment Partners go in-depth and stock specific on ‘the call.'Temple & Webster (TPW)Newmont Mining (NEM)Lynas (LYC)Netwealth (NWL)Aurizon (AZJ)Hazer Group (HZR)Lifestyle Communities (LIC)Dexus Industria REIT (DXI)Zip Co (ZIP)National Australia Bank (NAB)Stock of the day: Macquarie Group (MQG) Hosted on Acast. See acast.com/privacy for more information.

SBS World News Radio
SBS On the Money: Property listings and distressed sales rise as ASX takes a tumble

SBS World News Radio

Play Episode Listen Later Apr 3, 2024 9:27


Property listings rose across to nation to more normal levels, but SQM Research's Louis Christopher tells John Baldock, so too did distressed sales, although they're still at below pandemic levels. Plus, SBS Finance Editor Ricardo Gonçalves speaks with Jun Bei Liu from Tribeca Investment Partners about the day's sharemarket action as gold continues to reach new highs.

SBS On the Money
SBS On the Money: Property listings and distressed sales rise as ASX takes a tumble

SBS On the Money

Play Episode Listen Later Apr 3, 2024 9:27


Property listings rose across to nation to more normal levels, but SQM Research's Louis Christopher tells John Baldock, so too did distressed sales, although they're still at below pandemic levels. Plus, SBS Finance Editor Ricardo Gonçalves speaks with Jun Bei Liu from Tribeca Investment Partners about the day's sharemarket action as gold continues to reach new highs.

The Call from ausbiz
the call: Friday 22 March

The Call from ausbiz

Play Episode Listen Later Mar 22, 2024 56:47


Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock specific on ‘the call.'Car group (CAR)Super Retail Group (SUL)Endeavour (EDV)Tyro (TYR)Pointsbet (PBH)Helloworld (HLO)Webjet (WEB)Aristocrat Leisure (ALL)News Corp (NWS)Cochlear (COH)Stock of the day: Fisher & Paykel Healthcare (FPH) Hosted on Acast. See acast.com/privacy for more information.

The Call from ausbiz
the call: Friday 8 March

The Call from ausbiz

Play Episode Listen Later Mar 8, 2024 54:58


Adam Dawes from Shaw and Partners and Jun Bei Liu from Tribeca Investment Partners go in-depth and stock specific on ‘the call.'Audinate (AD8)Chrysos (C79) Pilbara (PLS) Corporate Travel Management (CTD) Credit Clear (CCR)Brambles (BXB)MediBank Private (MPL)Amcor (AMC)Compumedics (CMP)Neuren (NEU)Stock of the day: Virgin Money (VUK) Hosted on Acast. See acast.com/privacy for more information.

SBS World News Radio
SBS On the Money: Workers returning to CBD offices at different rates

SBS World News Radio

Play Episode Listen Later Nov 22, 2023 8:59


CBRE says while workers are slowly returning to CBDs, those in Melbourne are doing so at a much slower pace. SBS Finance Editor Ricardo Gonçalves speaks with the commercial real estate company's Head of Office and Capital Markets Research Tom Broderick to find out more, plus Jun Bei Liu from Tribeca Investment Partners takes a look at the day's market action.

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Talk Money To Me
Australian Reporting Season Wrap | Stock Ideas from Tribeca's Jun Bei Liu

Talk Money To Me

Play Episode Listen Later Aug 31, 2023 46:20


In this episode, Candice and Felicity unpack the Australian reporting season of one of Australia's top Fund Managers – Jun Bei Liu who runs the Tribeca Alpha Plus Fund with a running performance return of 9.22% p.a. since inception (2006) beating the ASX200 Index Benchmark by 2.53%. If you are looking for alpha generating stock ideas to add to your portfolio you won't want to this episode. Jun shares with the ladies the key themes to emerge from this reporting season, provides an overall score, and how she is taking all the latest data points in the market to position the long and short positions within the Fund.Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****This episode contained sponsored content from EFG.*****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network.Hosted on Acast. See acast.com/privacy for more information. Hosted on Acast. See acast.com/privacy for more information.

SBS World News Radio
SBS On The Money: Will China's slowing economy hit iron ore demand?

SBS World News Radio

Play Episode Listen Later Jul 19, 2023 11:21


Rio Tinto has posted its best period of iron ore production in five years. But as China's economy slows, what does it mean for iron ore producers like it and BHP? SBS Finance Editor Ricardo Gonçalves speaks with Fat Prophets Resources Analyst David Lennox for more; and takes a look at the day on the markets with Jun Bei Liu from Tribeca Investment Partners.

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The Rules of Investing
Jun Bei Liu: Top stocks for today's markets

The Rules of Investing

Play Episode Listen Later May 26, 2023 46:36


Earlier this month, the Reserve Bank of Australia was forced to cough up internal documents under Freedom of Information laws. This included an internal modelling exercise from September 2022, which revealed the risk of an Australian recession could be as high as 80% by September 2024. Meanwhile, a recent Bloomberg survey of 14 economists saw the probability of a recession in Australia climb from 35% to 38% in April.  Investors themselves, through their positioning, seem to be suggesting the same. Shares in classic defensive names such as Transurban (up 14%), Woolworths (up 15%), Wesfarmers (up 9%), Coles (up 15%), Telstra (up 10%), Origin Energy (up 9%) and AGL (up 11%) have continued to tick higher since the beginning of the year.  And yet, Tribeca Investment Partners' Jun Bei Liu is unflinchingly bullish. She doesn't believe the Australian economy will nosedive into a hard landing in the next few months or years. Instead, she argues the noise in markets has created extraordinary investment opportunities today.  In this episode, Liu shares:  Three rules for investors to live by.  Her macro outlook for the years ahead.  Why there is still fuel left in the tank when it comes to the China reopening.  Her top long and short positions right now.  Note: This episode was recorded on Wednesday, May 24, 2023 Timestamps  0:00 - Intro  1:25 - Three rules investors should live by 4:58 - Jun Bei's North Star for volatile markets  7:34 - Jun Bei's base case: Why she doesn't believe Australia will experience a recession  12:38 - The China re-opening theme isn't over yet (and the stocks' Jun Bei is backing) 19:53 - Jun Bei's earnings outlook for the ASX  21:55 - Companies facing margin pressure over the months ahead  23:11 - Why Jun Bei is shorting Super Retail Group (ASX: SUL) 26:20 - And why she's backing A2 Milk (ASX: A2M), NEXTDC (ASX: NXT), Macquarie Group (ASX: MQG), REA Group (ASX: REA), Xero (ASX: XRO), TechnologyOne (ASX: TNE), Pilbara Minerals (ASX: PLS) and Treasury Wine Estates (ASX: TWE).  28:55 - The unloved stocks Jun Bei is loving right now 32:26 - The importance of emotional intelligence when it comes to investing  36:49 - The best CEO and management teams in Australia  39:30 - The Rules of Investing's three favourite questions (what investors are getting wrong, a big win and loss, and a stock Jun Bei would back for the next 5 years)

The Rules of Investing
Trailer: Jun Bei Liu, Tribeca Investment Partners

The Rules of Investing

Play Episode Listen Later May 24, 2023 1:24


In this week's episode of the Rules of investing, we're joined by Jun Bei Liu from Tribeca Investment Partners. Jun Bei uses a blend of a fundamental and quantitative investment process to identify long-term opportunities. But she also has a secret weapon in her back pocket. By short selling stocks with weaker investment characteristics and reinvesting the proceeds in preferred long plays, the fund has been able to beat its benchmark not only over the past year, but every year since its inception. Jun Bei will share her North Star for navigating volatile markets, her outlook on Aussie equity earnings, as well as some of her favourite stocks on both the long and short sides today. Here's a preview of what you can expect.  

Your Wealth
Jun Bei Liu on why a falling economy may not mean a falling market

Your Wealth

Play Episode Listen Later Feb 3, 2023 30:16


The ASX was one of the world's top performing sharemarkets in 2022, and has burst out of the gates in 2023. So how do investors position themselves when the top might be in? Jun Bei Liu of Tribeca Investment Partners shares her thoughts on: Why the banking sector may have its best half yet What reporting season has in store What to buy in a sell off, and  The stocks and sectors she's staying away from* * Including a top pick from a favourite guest You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you're short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won't just reduce your listening time; it has also been shown to improve knowledge retention.

SBS World News Radio
SBS On the Money: Inflation's 32-year high increases chances of further rate rises

SBS World News Radio

Play Episode Listen Later Jan 25, 2023 8:17


Annual inflation edged to 7.8 per cent in the December quarter but has broadened to wider parts of the economy, adding to fears, it may have more to run. SBS Finance Editor Ricardo Gonçalves speaks with St George Bank Chief Economist Besa Deda to explain why, and the implication for interest rates while Jun Bei Liu from Tribeca Investment Partners takes a look at the impact on the markets.

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Bloomberg Daybreak: Asia Edition
Jun Bei Liu on the Markets (Radio)

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later Jan 5, 2023 8:18 Transcription Available


Jun Bei Liu, Portfolio Manager at Tribeca Investment Management Partners, discusses the latest on the markets. He spoke with hosts Bryan Curtis and Rishaad Salamat on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.

CommSec
Executive Series 22 Nov 22: Tribeca Investment Partners Portfolio Manager, Jun Bei Liu ID

CommSec

Play Episode Listen Later Dec 6, 2022 17:04


Tribeca Investment Partners Portfolio Manager, Jun Bei Liu speaks with Tom Piotrowski about the factors currently influencing the market, the outlook for China as well as her views on various sectors including banks, consumer discretionary and lithium sector.  This report is approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (the Bank), and a Market Participant of the ASX Limited and Cboe Australia Pty Limited, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited. The information contained within this report is general in nature and has been prepared without taking account of the objectives, financial situation or needs of any particular individual. Any advice contained in this document is general advice only. Before making any investment decision, and before acting on any information in this report, you should consider the appropriateness and suitability of the information to your own needs and if needed, seek professional investment advice. Past performance is not a reliable indicator of future performance. For certain products, you should also consider the relevant Product Disclosure Statement or prospectus in deciding whether to acquire that product. CommSec, our employees and agents may receive commission and fees from transactions involving securities and other investments referred to in this report. We have effected or may effect transactions for our own account on securities and other investments in this report and may make investment decisions that are inconsistent with the recommendations or views in this report. Please see relevant CommSec disclosures at www.commsec.com.au/disclosures. This report is produced by Commonwealth Securities Limited based on information available at the time of publishing and any opinions, statements or recommendations contained herein are subject to change without notice and do not reflect the view of CBA Group or any other employee within CBA Group.  We believe that the information in this report is correct and any opinions, conclusions or recommendations are reasonably held or made as at the time of its compilation, but no warranty is made as to accuracy, reliability or completeness.  To the extent permitted by law, neither CommSec, the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report. This report is under copyright to CommSec and the Bank and may not be used without their prior consent. Data in this report is sourced from third party providers and is provided for information purposes only. Any reliance on this data when deciding to buy/sell stocks is at your own risk and CommSec is not liable for any losses you may incur. CommSec does not give any representation or warranty as to the reliability, accuracy or completeness of any third party material nor does it accept responsibility for errors or omissions in third party material. Charts display historical prices that may have been adjusted for corporate action activity. Adjusted prices may differ to actual historical prices when looking at a stock's course of sales or historical closing prices.

SBS World News Radio
SBS On the Money: CEO Series: Jason Pellegrino, Domain - plus, real wages fall

SBS World News Radio

Play Episode Listen Later Aug 17, 2022 17:01


Domain says it is seeing rising 'for sale' listings while those with environmental credentials are holding their value. SBS Finance Editor Ricardo Gonçalves speaks with CEO Jason Pellegrino to find our more about the current state of the housing market including why he's paying some staff nearly 10% more; plus Besa Deda from St.George Bank walks through the latest wages data which highlighted a continuing decline in real wages; and a wrap of the market with Jun Bei Liu from Tribeca Investment Partners.

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SBS World News Radio
SBS On the Money: How China's supply chain bottlenecks will lift consumer prices

SBS World News Radio

Play Episode Listen Later May 12, 2022 9:45


US inflation still remains elevated at 8.3% annually, continuing to spook investors, while lockdowns in China are preventing ships from being loaded on time, which will ultimately impact global consumer prices. SBS Finance Editor Ricardo Gonçalves speaks with Robert Ojeda Sierra from Fitch Ratings about just how bad the delays at Chinese ports are, plus Jun Bei Liu from Tribeca Investment Partners on the impact on shares.

The Money Cafe with Kirby and Kohler
No bear in sight ! Why the ASX is still a late stage bull market

The Money Cafe with Kirby and Kohler

Play Episode Listen Later May 5, 2022 39:35


In this episode Jun Bei Liu, of Tribeca Alpha Plus Fund joins James Kirby to discuss CSL the bargain blue chip, what's the tax on my ten-bagger? and the problem with RIO's shareholder largesse. See omnystudio.com/listener for privacy information.

SBS World News Radio
SBS On the Money: High inflation sets the scene for May rate hike

SBS World News Radio

Play Episode Listen Later Apr 27, 2022 9:24


Consumer prices have surged the most since the introductin of the GST, raising the prospect the Reserve Bank may lift official interest rates for the first time in more than 10 years next month, ahead of the Federal Election. SBS Finance Editor Ricardo Gonçalves speaks with David Bassanese from BetaShares and Jun Bei Liu from Tribeca Investment Partners for more.