Podcasts about LICS

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In this episode I sit down with Geoff Wilson, the founder, chairman, and Chief Investment Officer of Wilson Asset Management. He has over 45 years of experience in investment markets, managing over $5.8 billion for more than 130,000 retail investors through nine listed investment companies (LICs) and two unlisted funds. We chatted about his journey from working as a “glassy” at a rough Melbourne pub to founding one of Australia's leading investment firms.Blog post available at: https://www.sharesforbeginners.com/blog/geoff-wilson-wamLevel up your investing with Sharesight, Investopedia's #1 portfolio tracker for DIY investors. Track 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Ditch the chaos, track like a pro! Sharesight makes investing easy. Get 4 months free on an annual premium plan at https://www.sharesight.com/sharesforbeginnersTony Kynaston is a multi-millionaire professional investor thanks to his QAV checklist. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT for a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

27 May 2025 - The structure and portfolio advantages of investing in LICs.

Listed Investment Companies (LICs) have a devoted following within the long-term investing community. However, conversations on social media and podcasts often focus on exchange-traded funds (ETFs). Of course, no asset is going to be perfect for EVERY investor, as goals and preferences change between people. However, along with a range of other investing vehicles, the Get Rich Slow Club believes there's a lot to like about LICs.That's why Tash is thrilled to host Geoff Driver, General Manager of Australian Foundation Investment Company (AFIC). Join the two of them as they discuss all things LIC!This episode of the Get Rich Slow Club is proudly sponsored by AFIC.@tashinvests@anakresina@getrichslowclub@pearlerhqGet Rich Slow ClubPearlerYouTubeHow To Not Work ForeverDisclaimerAny advice is general and does not consider your financial situation needs, or objectives, so consider whether it's appropriate for you. You should also consider seeking professional advice before making any financial decision.Natasha Etschmann is an Authorised Representative #1299881 of Guideway Financial Services Pty Ltd AFSL#420367. Read the FSG available from https://tashinvests.com/linksPearler is an Authorised Representative #1281540 of Sanlam Private Wealth Pty Ltd AFSL #337927. Read the FSG available from https://pearler.com/financial-services-guideIf you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer's website before deciding. Hosted on Acast. See acast.com/privacy for more information.

L'associació Alcohòlics Anònims fa 90 anys de vida, però a Rubí també els membres de l'entitat celebren aniversaris personals i ens ho han explicat aquest dimecres 14 de maig al "Rubí al dia". podcast recorded with enacast.com

You've been offered a new job with better pay and less stress. But here's the catch: leaving your current role means giving up employee shares that might make you a millionaire one day. So… what would you do? We’re unpacking the emotional rollercoaster of choosing between short-term peace and long-term potential, why golden handcuffs are very real, and what we’d do if we were in her shoes (spoiler alert, we didn’t all agree). We also introduce you to LICs — ETFs' more mysterious (and slightly riskier) cousin — and unpack whether they deserve a spot in your portfolio. Plus the usual chaos, unfiltered opinions, and broke hacks you didn’t ask for but you’re getting anyway. Ready for more laughs, lessons, and unhinged money chats? Check out our oh-so-bingeable Friday Drinks playlist. Listen here. Join our 300K+ She's on the Money community in our Facebook Group and on Instagram. Acknowledgement of Country By Natarsha Bamblett aka Queen Acknowledgements. The advice shared on She's On The Money is general in nature and does not consider your individual circumstances. She's On The Money exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Victoria Devine and She's On The Money are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.See omnystudio.com/listener for privacy information.

In investing, every basis point counts. Keeping costs low is one of the simplest ways to boost long-term returns, and some of the best-performing ETFs and LICs charge less than 0.10% in annual fees, proving that strong performance doesn't always come with a high price tag. In this episode of Buy Hold Sell, we're going bottom-fishing for the cheapest funds on the ASX. Joining us to break down the best rock-bottom-fee strategies are Charlie Viola from Viola Private Wealth and Adam Dawes from Shaw and Partners. Are these low-cost funds worth the hype? Let's find out.

A winning portfolio is like a championship team; star players in attack, rock-solid defense, and steady hands at the helm. In this episode of Buy Hold Sell, Livewire's Vishal Teckchandani calls on selectors Adam Dawes (Shaw and Partners) and Charlie Viola (Viola Private Wealth) to draft the ultimate lineup of listed investments. With nine ETFs and LICs - five chosen by Vishal plus two wildcards from each expert - they're hunting for the Ricky Pontings and Emma McKeons of the ASX. Whether you seek growth, resilience, or cash flow, they've got you covered. Watch, read, or listen below to find your portfolio's MVPs.

This podcast has spoken about ETFs – or exchange-traded funds – on many occasions. A kind of all-in-one investment, ETFs seek to track a particular index, commodity, sector, or basket of assets. In recent years, they've become popular with long-term investors who wish to diversify in one buy.Okay, ETFs – we get those. But what about LICs, or Listed Investment Companies? If you read about both, they can seem quite similar; in fact, many people refer to both LICs and ETFs as baskets of assets. In truth, though, LICs and ETFs have some marked differences. And depending on your investment goals, one may suit you in ways that the other doesn't.Worry not, for after this episode, you'll have a clearer idea of which is right for you!@tashinvests@anakresina@getrichslowclub@pearlerhqGet Rich Slow ClubPearlerYouTubeHow To Not Work ForeverDisclaimerAny advice is general and does not consider your financial situation needs, or objectives, so consider whether it's appropriate for you. You should also consider seeking professional advice before making any financial decision.Natasha Etschmann is an Authorised Representative #1299881 of Guideway Financial Services Pty Ltd AFSL#420367. Read the FSG available from https://tashinvests.com/linksPearler is an Authorised Representative #1281540 of Sanlam Private Wealth Pty Ltd AFSL #337927. Read the FSG available from https://pearler.com/financial-services-guideIf you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer's website before deciding. Hosted on Acast. See acast.com/privacy for more information.

– LICs or ETFs? – Will franking credits be killed off? – The case against DRPs – How do I balance my income and my life? – Let's talk about Buffett's mistakes! – A $1 million inheritance. Now what?See omnystudio.com/listener for privacy information.

En este episodio de Tan Gente, Luis Reyes entrevista a los abogados Goyo Saavedra y Edgar Ortiz sobre los resultados de las elecciones del Colegio de Abogados de Guatemala. Discuten los retos que ahora vienen para los comisionados para la elección de cortes en el país, el histórico nombramiento de la primera mujer indígena como comisionada del CANG para postuladoras de cortes, y también hablan sobre la alta participación de abogados en las votaciones. La conversación ofrece una perspectiva clara sobre los cambios en la participación del gremio de abogados guatemalteco y su impacto en la justicia del país. Únete a Luis Reyes, Goyo Saavedra y Edgar Ortiz mientras desentrañan los detalles detrás de estos acontecimientos clave y reflexionan sobre su significado para el futuro de la abogacía y la justicia en Guatemala.

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Quan els Bee Gees van deixar, encara adolescents, el seu cau australi

Recorded at CEPR Paris Symposium 2023: How can macroeconomics (and macroeconomists) contribute to what we know about development policy?  The availability of better data has given fresh impetus to the use of macroeconomic models to explain the development process in LICs. Doug Gollin and Paula Bustos talk to Tim Phillips about this emerging agenda, what questions it is helping to answer, and the challenges of the next generation of research. 

In this episode, Nancy Jacklin sits down with Siddharth Tiwari, former Executive Secretary of the G20 Eminent Persons Group and Head of Operations in the African Department for the IMF. They discuss the IMF's evolving relationship to low income countries and what the IMF is doing in terms of capacity-building and policy support for LICs.

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In a listener requested episode, we look at LICs vs ETFs, and why an investor may choose one over the other.Morningstar Investor's Black Friday sale will give new subscribers 40% off a 12 month subscription. Use the code IC40 to claim your offer. Offer ends 11:59pm AEDT, 24 November 2023.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

During the 2022-2023 admission cycle, about 22,700 students enrolled in medical school in the United States. In this country alone, we have 154 medical schools offering an MD program. Many of these schools are actively working to incorporate modern learning principles into their structure. It's all a part of a larger goal to align the forces affecting the delivery of care with educational priorities. Over time, comprehensive care has become a widely accepted standard for modern medicine; it puts positive patient outcomes at the forefront. That's why creating those environmental opportunities are crucial to medical students as they prepare for a long career at the bedside. A Longitudinal Integrated Clerkship, or LIC, is a clinical curriculum in which students participate in the comprehensive care of patients over time. “LIC students have been found to experience lasting improvements in their patient centeredness, in their empathy, and also student satisfaction is higher,” says Amy Grover, MD, an assistant professor of pediatrics and pediatric hospital medicine.   Patient-student relationships are at the heart of LICs. We see these across the scope of medical education worldwide, but there is something unique about the LIC model here at Children's Hospital Colorado. Dr. Grover is a guest on today's episode, along with Meghan Treitz, MD, an associate professor of pediatrics and general pediatrics, and Margie Rodgers, an LIC coordinator. “One of the advantages of this model is students get exposure to the clinical world earlier and also at the end of their second year have had exposure to all of the core disciplines so planning for residency and career is actually made a little bit easier,” Dr. Treitz says.   Some highlights from this episode include: What an LIC is and how it works The advantages of an LIC curriculum compared to other medical education practices How students learn every discipline through an LIC in a pediatric hospital setting Stories about unique patient care experiences from students  Articles referenced in the podcast:  Hirsh DA, Ogur B, Thibault GE, Cox M. "Continuity" as an organizing principle for clinical education reform. N Engl J Med. 2007 Feb 22;356(8):858-66  Hirsh et al.  Better learning, better doctors, better delivery system: possibilities from a case study of longitudinal integrated clerkships.  Med Teach 2012;34(7):548-54.  Walters, et al. Outcomes of longitudinal integrated clinical placements for students, clinicians and society. Med Educ 2012; 46: 1028-1041   Poncelet, et al.  Development of a longitudinal integrated clerkship at an academic medical center. Med Educ Online 2011; 16: 5939.   Hirsh D, Gauberg E, Ogur B, et al. Educational outcomes of the Harvard Medical School—Cambridge integrated clerkship: a way forward for medical education. Acad Med. 2012;87:643-50  Teherani, et al. Outcomes of Different Clerkship Models: Longitudinal Integrated, Hybrid and Block.  Acad Med 2013; 88: 1-9   Gaufberg E, Hirsh D, Krupat E, et al. Into the future: patient-centeredness endures in longitudinal integrated clerkship graduates. Med Educ. 2014;48:572-82.  Flick RJ, Adams JE. Alliance, trust, and loss: experiences of patients cared for by students in a longitudinal integrated clerkship. Acad Med. 2019  Beard AS, Candy AE, Anderson TJ, Derrico NP, Ishani  KA, Gravely AA, Englander R, Ercan-Fang NG. Patient satisfaction with medical student participation in a longitudinal integrated clerkship: a controlled trial. Acad Med. 2020. 95(3):417-424.  McKenna et al. The missing link: connection is the key to resilience in medical education. Acad Med 2016  Wald, Hedy S. PhD Professional Identity (Trans)Formation in Medical Education, Academic Medicine, 2015  For more information on Children's Colorado, visit: childrenscolorado.org 

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

This week we're talking about what the CCP and TRS share price movements mean for the economy, the wheat price, the ‘year of the bond', the difference between ETFs and LICs, and we have our interview with listener Brent Sweeney who recently attended the Berkshire Hathaway AGM in Omaha, Nebraska!

Access to income-generating investment opportunities has grown exponentially in the past two decades. Long gone are the days when investors could only invest in high-yield dividend stocks to generate suitable returns. That was a bit like buying a chicken for its eggs – and hoping that the chicken didn't cark it in the meantime. Today there are myriad products to complement stocks, including LICs and LITs, ETFs, hybrids, and managed funds – the latter of which span the global investment universe. But with so much choice, how are investors to decide which opportunities might be useful for them? Fortunately, we've engaged two financial advisers – David Lane from Ord Minnett and Hugh Robertson from Centaur Financial Services – to share which products they like and why, as part of Livewire's 2023 Income Series. For a bit of extra spice, they also share a product that they no longer believe has a place in income investors' portfolios. Note: This episode was filmed on Wednesday 14 June 2023.

On the Money Café this week, Evan Lucas and Stephen Mayne list the indicators worrying them about the looming economic storm and why the Fair Work Commission's decision wasn't particularly fair. Also: the ASX and CHESS, migration and a Ponzi scheme, PwC, a history lesson on non-farm payrolls, benchmark rates, progressive taxes, and our biggest LICs.See omnystudio.com/listener for privacy information.

We're talking about how to tackle inflation as an active investor. We also deal with a question on discounted Listed Investment Companies which - believe it or not - leads us towards the Taylor Swift school of investing.  It turns out Taylor takes tips from her ex-Merrill Lynch stockbroker dad, Scott - and she seeks out discounted closed-end mutual funds. The ASX version of this investment is discounted LICs - but are they for you? We also cover: Optimising your cash to tackle inflation, gearing at a time of high-interest rates, and getting to the bottom of family trusts.  Financial adviser Bruce Brammal joins The Australian's Wealth Editor James Kirby on this week's episode.See omnystudio.com/listener for privacy information.

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Listed Investment Companies (or LICs, for short) were here long before Exchange-Traded Funds (ETFs) and continue to form a bedrock in many retiree portfolios. Around $50 billion was held inside LICs at the end of February 2023. Popular LICs include those from Argo, AFIC, Wilson Asset Management, BKI, MFF Capital and others. Welcome to this episode of The Australian Investors Podcast where we dive into LICs. Experienced investment analyst Owen Rask and financial planner Drew Meredith, CFP spend 20 minutes purely focused on covering everything you need to know about LICs. Closed-end structure versus ETFs Why LICs are active Fees versus ETFs Why LICs make sense Tax and franking credits LICs episode resources: ASX monthly fund reports (covering LICs, ETFs, mfunds, Active ETFs and REITs) Owen Rask's Investor Bootcamp — my FREE 25-page training manual (GOOGLE DOC) LICAT website Owen & Drew's favourite tackle and gear Join Owen's Rask Core 

-- Should we bail from these LICs? -- Can I avoid CGT from ETFs? -- Don't sell... transfer! -- How many companies are too many? -- How do I maximise after-tax returns? -- How low should I keep my fees? -- Should I bet on Pointsbet?See omnystudio.com/listener for privacy information.

Listed Investment Companies have been around for a long time. In this episode I'm joined by Ian Irvine from LICAT to talk about the 100th birthday of Australia's first LIC, active vs passive management and what motor racing can teach us about investing.The Listed Investment Companies and Trusts Association (LICAT) represents the interests of LICs and LITs, and investors. Here's a link to the LICAT page mentioned in the episode: https://www.licat.com.au/members/Blog post available at: https://www.sharesforbeginners.com/blog/licat2023Phil's Linktree: https://linktr.ee/phil_muscatelloPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersTony Kynaston is a multi-millionaire professional investor thanks to the QAV checklist he developed. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/ Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

We're back with another Q&A! In today's episode Dev unpacks questions about:

You may have heard of stocks, exchange-traded funds (ETFs), and listed-investment companies (LICs), but what exactly are these options and how do they differ? In this Bitesize, Alec and Bryce define the terms for you - so you won't ever be confused again!Stocks represent ownership in individual companies. When you invest in stocks, you become a shareholder in that company and have an interest in its success. Historically, stocks have been one of the best-performing asset classes, but they are also known for their volatility.An ETF is a basket of securities, such as stocks or bonds, that trade on an exchange like a stock. When you invest in an ETF, you are buying a share of the entire portfolio, rather than investing in individual securities. This diversification helps to mitigate risk in your portfolio, and is one of the reasons ETFs have become increasingly popular.LICs, also known as closed-end funds in America, are similar to ETFs in that they offer diversification by investing in a portfolio of securities. However, LICs are actively managed, which means they are managed by a professional fund manager who makes decisions about which securities to buy and sell.Listen (or watch) the full episode here:Website | Apple | SpotifyMake sure you don't miss anything about Equity Mates – visit this page if you want to support our work.Want more Equity Mates? Come to our website and explore! You'll find information on our full network of shows, including our Equity Mates Investing Podcast, book recommendations, blogs, news, and more. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing 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. *****Get Started Investing is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Get Started Investing are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Get Started Investing is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Renee Condylis is a senior financial adviser at Perpetual, working with high-net-worth families, individuals and clients. In this Australian Investors Podcast episode with Owen Rask, Renee is given a case study of a couple, Lois and Clark, who want to retire comfortable while also exiting their business. You'll find the full case below. GET IN TOUCH WITH RENEE ON LINKEDIN ** CASE STUDY ** Lois (59) and Clark (62) Kent live in Parramatta, NSW. They have a $550,000 mortgage and 2 kids (17 and 24). Lois a journalist earning $110,000 + Super and Clark runs a private security business, Super Protection Ptd Ltd, estimated to be worth $5 million (based on 2x sales or 10x profit). The couple has approximately $1 million outside of Super (in a smattering of unlisted funds, LICs and a few ETFs and stocks), plus $210,000 for Lois and $240,000 for Clark in Super. Clark believes he is a high-risk investor, and currently manages a portfolio of funds and ETFs. Lois thinks she is more conservative-to-balanced but Clark convinced her to go high-risk inside Super and she's happy with the decision. The only major goal they have is wanting to retire within 10 years, being self-funded and debt free. They're not too worried about leaving much to their children, but would like to give back regularly and support their children with their first home and/or weddings when the time comes (probably in the next 4 years). They'd also like to travel modestly every few years.  ASK A QUESTION for the podcast: https://bit.ly/3QtiY00 J.P. Morgan Asset Management If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it's a 5-second task that really helps support the show (and puts a big smile on Owen's face). The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website. Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

We speak with Yacob Mulugetta, from UCL and also Partnership Lead of the Climate Compatible Growth Program (CCG) about the role of e-mobility in a just transition to greener transport systems and the link between future development of LICs and future energy systems. The episode also asks who should financially support LICs in the bid to adapt and mitigate against climate change when their contribution to transport emissions has been historically low compared to the rest of the world.  LinksE-MOBILITY IN LOW-INCOME COUNTRIES IN AFRICA: Finance, Governance, and EquityLearn more at transport-links.com

"I wouldn't touch an ETF with a barge pole!" Excuse me… what?  Peter Thornhill is the founder of Motivated Money and is one of Australia's biggest investing legends. He retired in his early 50s with $400k in annual dividends, and did so in a manner entirely opposite to how the rest of Australia invests.  Peter believes that investing is about being the custodian of capital, earning income from it, and passing it on to the next generation. He's a huge proponent of investing in LICs, and has a very strong argument for why we should we should ditch what he calls "the led in the saddle" and only invest in industrials.  Oh, and he also isn't into investing in property. In this episode, Aleks and Peter chat about: Why he doesn't go for the highest yield, and why yield is an arbitrary number How he retired on $400k in dividends Which sectors he believes don't perform His argument against property investment, and his strategy for recycling property debt into the stock market How we can optimise out tax Why he only writes when he has something to say You can read about what exactly it is that Peter has to say in his My Say column. You can also follow Aleks on Instagram.   Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.See omnystudio.com/listener for privacy information.

Geoff Wilson is the Chairman, Chief Investment Officer and founder of Wilson Asset Management (WAM), a company that manages 8 Listed Investment Companies (LICs) and manages around $5 billion in shareholder capital on behalf of over 130,000 investors. Geoff Wilson recently sat down with Owen Rask on The Australian Investors Podcast to talk about his life, LICs and the debate on frankingcredits. Watch the video version on the Rask Australia YouTube page. Take Owen's brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen's FREE investor bootcamp: bit.ly/rask-analyst Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

Founder-lead businesses; dividend payment dates; Stock Doctor and updated results; keeping LICs off the buy list; Renko chart update; RBA governor under pressure; new large cap stocks; setting up a $100k DP; GNP pulled pork; NL stands for No Liability; the benefit of taking profits.

Welcome to The Nonlinear Library, where we use Text-to-Speech software to convert the best writing from the Rationalist and EA communities into audio. This is: Cause area proposal: International Macroeconomic Policy, published by arushigupta on August 12, 2022 on The Effective Altruism Forum. Thanks to the many people who gave us their feedback as we wrote this. This is a very shallow investigation; we have no particular expertise in the topic or in research, and wrote this report over the course of 2 days. We welcome any feedback and hope to see further discussion/investigation from others with more expertise. Introduction: Open Philanthropy should investigate as a new cause area the potential of equitable international/multilateral macroeconomic policy. This would increase the financial resources available to developing countries by allowing them to retain more of the value of their current financial activity, and to then re-invest that value in their economic growth. The negative flow of money from economies in Low and low middle-income countries is well documented— they are estimated to have lost more than $383B in resources in outflows to developed countries in 2012, dwarfing the $68B in aid they took in during that year. The sources of these outflows included: illicit financial flows, tax loss, lending, debt repayments, and profits repatriated by foreign investors. We think that there should be more discussion of international macroeconomic policy and norms within EA— i.e. economic practices that affect/involve multiple countries, or institutions that impose policy multilaterally. These include international trade policies, tax policy, intellectual property policy, and conditions created by the IMF and World Bank and tracked by the WTO. We posit that better economic outcomes might be achieved by researching and advocating for policies that help developing countries retain more financial resources, benefit more from the market value they create through interacting with international markets, and prevent that value from inequitably escaping local markets. How this differs from Open Philanthropy's existing work: We believe there has been limited consideration for this type of cause within the effective altruism community so far. While there have been ongoing discussions on the forum about macroeconomic policy in developing countries as a potential focus area (perhaps most famously in Hillebrandt and Halstead's Growth and the case against randomista development, one of the forum's most popular ever posts), these discussions have primarily focused on changing government & market behavior within the developing countries themselves. The most relevant work includes Open Philanthropy's funding supporting macroeconomic policy in the US and Europe (which has received recent criticism), and their new program on global aid advocacy, which hasn't announced any grants yet but is considering, amongst other tactics, “expanding access to capital or helping to reduce debt burdens, e.g. by supporting governments in negotiating more favorable terms from development finance loans.” While we're very excited about the areas that the global aid advocacy program is considering, they don't appear to include the work we propose here (ex. they're considering helping reduce debt burdens by supporting governments to negotiate favorable terms, rather than considering tactics like pushing for IMF reforms). The current problem: According to one report from 2014, low-income countries (LICs) lost 18% of their GDP to extralegal financial flows that year, interest payments on foreign debt, etc. We were only able to conduct shallow research, however we have found some compelling examples of differential market forces: Developing countries lost $16.3 trillion USD to leakages in cross-border financial transactions and payments between 1980 and 2012. Uneven burden of patent licensing and royalty fees between nations— LMICs paid $77 BN in patent licensing fees...

How do we encourage small farmers to adopt new types of seeds in LICs? Government agents can help spread the word – but Kyle Emerick of Tufts University tells Tim Phillips that the dealers who sell the seeds might be an under-used resource.

We've been banned from talking about crypto and fund managers; Mark's checklist for the checklist; kids and investing; commodity update; portfolio update; are we counter cyclical; new results in SD for ECX and NAB and PDL; CGT planning; top 3 LICs; S32 update; Renko charts; setting Josephine alerts; pulled pork on PTL; stocks and high interest rates; defining "independent director”; how quickly to buy after a sell; the difference between a Josephine versus a falling knife; gold USD v AUD; the ACL chart; operating cashflows and lease payments.

Welcome back to our first listener Q&A episode for 2022, where Kate Campbell and Owen Rask crack open the mailbox to answer your questions.This month we cover a great range of questions covering how to work out your ideal investment frequency (using an investment calculator), investing inside and outside of super and strategies on managing separate finances.Send any questions you have to podcast@rask.com.au for us to answer on future Q&A episodes.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it's a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 28th of March 2022

Listed Investment Companies have been around for a long time. They've been used by Aussies to help generate income and compound returns for nearly century. In this episode I'm joined by Ian Irvine from LICAT to do some investing 101 and talk about this sector of the market.Here's a link to the blog post: https://www.sharesforbeginners.com/blog/licatAnd here's a link to find out more about LICAT: https://www.licat.com.au/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value. Shares for Beginners is for information and educational purposes only. It isn't financial advice, and you shouldn't buy or sell any investments based on what you've heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn't replace professional advice regarding your personal financial needs, circumstances or current situation. See acast.com/privacy for privacy and opt-out information.

In the 17th Century long luscious locks were a sign of nobility! When syphilis and lice cause hair loss and people to shave their heads, wigs became all the rage. Poor hygiene and grotesque products led to many problems for the wig wearer!https://www.google.com/amp/s/livesandlegaciesblog.org/2015/01/28/perukes-pomade-powder/amp/https://www.historynet.com/shaved-heads-and-syphilis-a-brief-history-of-wigs.htmhttps://www.google.com/amp/s/www.popsugar.com/beauty/photo-gallery/43932432/image/43932516/Wig-Lard/ampMusic from Upbeat (free for Creators!):https://uppbeat.io/t/danijel-zambo/friendly-ghostLicense code: LZ5ZUHQLWV7IN6XH

Sebastian Evans is the Chief Investment Officer/Managing Director at NAOS Asset Management, a specialist fund manager providing concentrated exposure to undervalued Australian emerging companies through their three LICs. Sebastian talks through the differences between ETFs and LICs as well as how NAOS finds companies to invest in. Here is a link to find out more: https://www.naos.com.au/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value. Shares for Beginners is for information and educational purposes only. It isn't financial advice, and you shouldn't buy or sell any investments based on what you've heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn't replace professional advice regarding your personal financial needs, circumstances or current situation. See acast.com/privacy for privacy and opt-out information.

Land Installment Contracts (LICs) are a dangerous rent-to-own scheme that can leave potential homebuyers in the lurch instead of leading to homeownership. Although not a new kind of agreement, LICs have proliferated in Memphis in the wake of the foreclosure crisis, after which many single-family homes were purchased by large out-of-town investors. This week, Dr. Andrew Guthrie from the University of Memphis Dept. of City and Regional Planning visits the program to discuss some research he and U of M colleagues are undertaking around the impact of LICs on Memphis families and neighborhoods. Later in the program, regular commentator and housing expert Austin Harrison returns to talk about what's happening around LICs in other parts of the U.S., in terms of both research and activism. Further information A Memphis Mirage: How Home Mortgage Alternatives and Increased Equity Firm Ownership Diminish Wealth in Low-Income Communities” by Wade Rathke (founder of the Association of Community Organizations for Reform Now) and Diné Butler examines how large equity firms diminished home wealth in low-income neighborhoods in Memphis and the nation in the years following the Great Recession. White paper from the Hooks Institute. United Housing. For help or resources if you think you have or are being offered a land installment contract.

'Buying a dollar for 80 cents' is an old investing cliche that's rarely taken literally these days. In a bygone era, 'net-nets' - stocks trading below the value of their net tangible assets - were a relatively common occurrence. Some investors built their whole portfolios (or careers) around them. But finding them today is easier said than done.  When dealing with listed investment companies and listed investment trusts (LICs) though, buying a dollar for 80 cents is commonplace. In fact, according to Daryl Wilson from Affluence Funds Management, buying at a discount should be central to the strategy.   Not only is it possible to pick up assets at a discount, but "the quality of managers is tremendous," says Daryl.  In this episode of The Rules of Investing podcast, we take a deep dive into the world of LICs. We cover the basics and some common jargon, how to pick a great LIC and some common pitfalls to avoid, and Daryl shares some of his favourite LICs in the market today.  Visit Livewire Markets here for a full transcript of the interview. 

When Alex Waislitz started his private investment company, Thorney Investment Group, back in 1991, he was a dyed-in-the-wool value investor. Having learned the craft from the legendary entrepreneur Robert Holmes à Court, who was Australia's first billionaire, his focus was on being a thorn (hence, ‘Thorney') in the side of “sleepy” management teams. This approach helped him unlock hidden value and underappreciated assets and propelled him to the realms of the AFR Rich List. But rather than becoming stuck in his ways, in recent years, Waislitz has expanded his range of skills. After developing an interest in innovative growth companies, he launched Thorney Technologies in 2016, which invests in companies across the technology lifecycle. In FY21, it was one of the best performing LICs on the ASX, with share price appreciation north of 65%. In this special episode of The Rules of Investing, we hear about the formative years of his investment career and how he developed the strategy that's been so successful, how he's taking a 'picks and shovels' approach to investing in digital currencies, and he tells us about two Aussie small caps - an undervalued turnaround, and an innovative company with a large addressable market.

The first action item in Northport is grabbing a big group photo at the park! This triple stop contains a triangle of amazing ice cream locations! Northport Sweet Shop and Lics Ice Cream each have unique histories and flavors. Which flavors will you pick at these two great shops? To register and find all the details about our West Tour here: liict.org/liict-west-2021 Music: "Submarine" by Dyalla. --- LIICT Audio Tour 2021 is produced by Derek Steen Media. Speakers: Derek Steen, Leah Noreman, and Jeff Noreman. Find more info at liict.org.

In this episode of The Australian Finance Podcast, Kate & Owen crack open the podcast inbox for another in-depth Q&A episode. From discussing DRPs & DSSPs, when to get a tax agent, side hustles v overtime and LICs or ETFs, grab a cup of coffee and tune into our latest Q&A episode. By the way, if you want to get straight into the questions, skip from the first 7 minutes (Owen tried playing radio host)! Send your questions for future Q&A episodes our way at podcast@rask.com.au Take our free financial education courses on Rask Education and join our FB community. || We're proudly supported by ETF Securities || Learn more about ETF Securities: https://bit.ly/fundsETFS | DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

On board today is a frequent FI-er and a bit of a celebrity in the Australian Financial Independence community, Dave from Strong Money Australia! Dave and his partner are a regular Aussie couple from Perth, who maintained a healthy savings rate and regime of property investing over a ten year period. One day they discovered that if they moved some equity from their investment properties into dividend producing index funds and LICs, that they could completely cover their cost of living. A few years ago this pivot let them reach Financial Independence and Retire Early at the insane age of only 28! Dave writes about his experience with Early Retirement on his blog Strong Money Australia, as well as co-hosting the popular 'Fire and Chill' podcast with Pat Seyrak. Dave has been a major influence on my own Financial Independence journey, and I am thrilled to invite him onto the show.

Financial Independence gives you the choice to direct your time and energy into the things that you truly value, rather than the things that don't (like working that 9 to 5 grind...). Episode two of the podcast explores Captain FI's personal investing strategy. This covers maxing out my superannuation and regularly investing in ultra low fee stock market index fund ETFs and low fee stock market LICs. I discuss my path to discovering the Financial Independence community and the effect it had on my investing strategy and mindset.

The Australian Finance Podcast's tackles Listed Investment Companies (LICs), such as those listed on the ASX. What is a listed investment company or LIC? How do they differ to ETFs and managed funds? Can I buy them on the ASX? What are the risks of LICs? In this episode of The Australian Finance Podcast, Kate and Owen answer all that and loads more. Take Owen's finance courses: https://www.rask.com.au/sign-up-finance SHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/ How To Money: https://howtomoney.online This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.