Podcasts about sharesight

Jose Mayoras is the senior portfolio manager of the Divita Value Growth Fund and author of Wall Street's Blind Spots. Jose explains why a great company is not always a great investment, why cash flows matter more than reported profits, and how expectations are already baked into today's share price.Episode Blog Post: https://www.sharesforbeginners.com/blog/jose-mayora

Jose Mayoras is the senior portfolio manager of the Divita Value Growth Fund and author of Wall Street's Blind Spots. Jose explains why a great company is not always a great investment, why cash flows matter more than reported profits, and how expectations are already baked into today's share price.Episode Blog Post: https://www.sharesforbeginners.com/blog/jose-mayora

Bryce and Alec open the books on their portfolios after a big month in markets. AI continues to drive returns across the US and Asia, both portfolios saw core holdings run hard, and both made some tough sell decisions. They dig into thesis cards, active management, thematic ETFs, income investing and the challenge of balancing conviction with opportunity cost.In this episode: 00:00 - May: The month of portfolio changes01:49 - News & markets driving these changes03:21 - Portfolio performance overviews05:53 - Bryce's thesis cards and portfolio sells12:00 - Ren trims down his individual stocks15:54 - Active managers vs index ETFs discussion21:29 - Bryce's full portfolio breakdown26:27 - Ren's full portfolio breakdownStocks & ETFs mentioned: Vanguard Diversified High Growth Index ETF (ASX: VDHG), Betashares Geared U.S. Equity Fund (ASX: GGUS), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX: VAE), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Samsung Electronics, SK Hynix, Micron Technology (NASDAQ: MU), CSL (ASX: CSL), Coinbase (NASDAQ: COIN), Betashares S&P 500 ETF (ASX: IVV), Plato Global Alpha Fund, Betashares Geared Australian Equity Fund (ASX: GEAR), Global X Copper Miners ETF (ASX: WIRE), Betashares Gold Bullion ETF (ASX: QAU), Axon Enterprise (NASDAQ: AXON), Bitcoin (BTC), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares Global Shares ETF (ASX: EXUS), Betashares MSCI Emerging Markets ETF (ASX: BEMG), Betashares Global Royalties ETF (ASX: ROYL), ClearBridge Global Infrastructure Income Fund, Catapult Group International (ASX: CAT), Spotify (NYSE: SPOT), Eli Lilly (NYSE: LLY), Shopify (NYSE: SHOP), QXO (NYSE: QXO), Hims & Hers Health (NYSE: HIMS)Sign up today and save 4 months on any paid Sharesight plans: https://www.sharesight.com/au/equitymates/Resources Reference: Dr David Allen Interview on Equity Mates.———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

This episode continues the story we started with Neeraj Khemlani, author of The Coffee Can Investor. Neeraj told Matt Ankrum's story. Now we hear it from Matt himself. He explains how he studies 100‑baggers, how he invests, and why he built a long‑term portfolio for his three daughters.Episode Blog Post: https://www.sharesforbeginners.com/blog/ankrum-coffee-can

This episode continues the story we started with Neeraj Khemlani, author of The Coffee Can Investor. Neeraj told Matt Ankrum's story. Now we hear it from Matt himself. He explains how he studies 100‑baggers, how he invests, and why he built a long‑term portfolio for his three daughters.Episode Blog Post: https://www.sharesforbeginners.com/blog/ankrum-coffee-can

In this episode, I'm joined by Neeraj Khemlani former 60 Minutes producer, journalist, head of CBS News and author of The Coffee Can Investor. It's the story of Matt Ankrum , a midwestern portfolio manager whose entire career has been shaped by deep research, emotional discipline, and a willingness to think in decades. Neeraj follows Matt's journey to build a portfolio designed to be left untouched for 20 or 30 years. Matt's approach is grounded in simplicity: find exceptional businesses, understand them deeply, and then resist every urge to tinker.Episode Blog Post: https://www.sharesforbeginners.com/blog/coffee-can-investor

In this episode, I'm joined by Neeraj Khemlani former 60 Minutes producer, journalist, head of CBS News and author of The Coffee Can Investor. It's the story of Matt Ankrum , a midwestern portfolio manager whose entire career has been shaped by deep research, emotional discipline, and a willingness to think in decades. Neeraj follows Matt's journey to build a portfolio designed to be left untouched for 20 or 30 years. Matt's approach is grounded in simplicity: find exceptional businesses, understand them deeply, and then resist every urge to tinker.Episode Blog Post: https://www.sharesforbeginners.com/blog/coffee-can-investor

Mining services companies don't own the mines - but they drill, haul, maintain, build and keep Australia's mining industry running. And while most beginners overlook this part of the market, the sector has quietly outperformed the Small Ordinaries Index since 2021.In this episode, I speak with Issam Eid from RaaS Research to unpack why mining services have done so well, what drives the winners, and how beginners can analyse this often‑ignored corner of the ASX.Episode Blog Post: https://www.sharesforbeginners.com/blog/issam-raas

Bryce and Alec are back with their May portfolio update, looking back on April's performance across their core ETFs, satellite stocks, income sleeve, crypto and active managers. It's a strong month on paper, but the real story is underneath the surface: Spotify's sharp post-earnings drop, TSMC's monster quarter, and Alec's growing conviction that infrastructure could play a bigger role in an income-focused portfolio.Sharesight makes tracking your portfolios easy. Save 4 months on any paid Sharesight plan at www.sharesight.com/equitymatesIn this episode: 00:00 – Welcome back: April portfolio review and what's on the agenda01:26 – Bryce's portfolio: core ETFs, satellite positions and active managers07:28 – Alec's portfolio: DCA, income sleeve and infrastructure ideas17:32 – Reporting season begins: why US earnings matter for their portfolios17:52 – TSMC deep dive: AI demand, margins and valuation22:58 – Spotify earnings recap: strong numbers, weak market reaction25:26 – Four-step stock checklist: is Spotify still a hold?34:06 – What's next: upcoming earnings, thesis reviews and portfolio decisionsStocks and ETFs mentioned in this episode: Spotify (NYSE: SPOT), TSMC (NYSE: TSM), Pro Medicus (ASX: PME), Alphabet (NASDAQ: GOOGL), Coinbase (NASDAQ: COIN), Axon (NASDAQ: AXON), Hims & Hers Health (NYSE: HIMS), Eli Lilly (NYSE: LLY), Macquarie Group (ASX: MQG), WiseTech Global (ASX: WTC), Nvidia (NASDAQ: NVDA), Walmart (NYSE: WMT), Apple (NASDAQ: AAPL), Intel (NASDAQ: INTC), Transurban (ASX: TCL), Global X US Infrastructure Development ETF (ASX: PAVE), Vanguard Diversified High Growth Index ETF (ASX: VDHG), iShares S&P 500 ETF (ASX: IVV), BetaShares Geared US Equity Fund (ASX: GGUS), BetaShares Geared Australian Equity Fund (ASX: G200), BetaShares Global Banks Currency Hedged ETF (ASX: BNKS), ClearBridge Global Infrastructure Income Fund (ASX: CIIH)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates 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 peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

In this episode I'm joined by Marc Lichtenfeld, Chief Income Strategist at The Oxford Club and bestselling author of Get Rich with Dividends. Marc shares his practical, beginner‑friendly approach to dividend investing and his well‑known 10‑11‑12 System, which combines starting yield and dividend growth to aim for double‑digit long‑term returns.We discuss:What boxing can teach us about investingWhy dividend growth is a powerful signal of company strengthHow to understand payout ratios and cash flowDividend traps and the danger of chasing high yieldsREITs, emerging markets, and global dividend opportunitiesThe power of reinvesting dividendsEpisode Blog Post: https://www.sharesforbeginners.com/blog/oxford-lichtenfeld

In this episode I'm joined by Marc Lichtenfeld, Chief Income Strategist at The Oxford Club and bestselling author of Get Rich with Dividends. Marc shares his practical, beginner‑friendly approach to dividend investing and his well‑known 10‑11‑12 System, which combines starting yield and dividend growth to aim for double‑digit long‑term returns.We discuss:What boxing can teach us about investingWhy dividend growth is a powerful signal of company strengthHow to understand payout ratios and cash flowDividend traps and the danger of chasing high yieldsREITs, emerging markets, and global dividend opportunitiesThe power of reinvesting dividendsEpisode Blog Post: https://www.sharesforbeginners.com/blog/oxford-lichtenfeld

Jeremy Samuelson is the Executive Vice President of AI and Innovation at Integrated Quantum Technologies (CSE: ICS). Jeremy, a former AI leader at Equifax and Mastercard, invented VEIL™ (Vector Encoded Information Layer) - a breakthrough privacy-preserving framework to let AI models work with sensitive data without ever exposing raw information to security breaches.Episode Blog Post: https://www.sharesforbeginners.com/blog/samuelson-ics

Jeremy Samuelson is the Executive Vice President of AI and Innovation at Integrated Quantum Technologies (CSE: ICS). Jeremy, a former AI leader at Equifax and Mastercard, invented VEIL™ (Vector Encoded Information Layer) - a breakthrough privacy-preserving framework to let AI models work with sensitive data without ever exposing raw information to security breaches.Episode Blog Post: https://www.sharesforbeginners.com/blog/samuelson-ics

In this episode I chat with Jack Briggs, Portfolio Manager at Ellerston Capital, to unpack the world of micro, small and mid‑cap investing on the ASX. Jack explains how professionals analyse companies outside the ASX 100, why these sectors are often under‑researched, and how deep fundamental work can uncover opportunities the market has missed. We explore current themes including electrification, data centres, and the early impact of AI on software businesses - plus how Ellerston constructs a 25–40 stock portfolio with a clear margin‑of‑safety framework. If you want to understand how pros find growth before the crowd, this episode is for you.Episode Blog Post: https://www.sharesforbeginners.com/blog/jack-briggs-ellerston

My guest this week is James McCormick, CEO of Cloudastructure (Nasdaq: CSAI), an AI-powered video surveillance and remote guarding company out of Palo Alto, California. Here's a question worth sitting with: what if security didn't just record crim,e what if it actually stopped it?That's the premise behind Cloudastructure, and in 2025 the market started paying attention in a big way. Revenue grew 271% to $5.1 million. Total contract value jumped 342%. Gross profit was up 304%. Six of the ten largest property management companies in the US are now customers. Not bad for a company that listed on Nasdaq just over a year ago.Episode Blog Post: https://www.sharesforbeginners.com/blog/cloudastructure-ai-security

My guest this week is James McCormick, CEO of Cloudastructure (Nasdaq: CSAI), an AI-powered video surveillance and remote guarding company out of Palo Alto, California. Here's a question worth sitting with: what if security didn't just record crim,e what if it actually stopped it? That's the premise behind Cloudastructure, and in 2025 the market started paying attention in a big way. Revenue grew 271% to $5.1 million. Total contract value jumped 342%. Gross profit was up 304%. Six of the ten largest property management companies in the US are now customers. Not bad for a company that listed on Nasdaq just over a year ago.Episode Blog Post: https://www.sharesforbeginners.com/blog/cloudastructure-ai-security

Markets had a rough March... In this monthly portfolio update, Bryce and Ren break down what got hit, what they kept buying through the sell-off, and why scary markets are often when long-term investors do their best work.Sharesight makes tracking your portfolios easy. Save 4 months on any paid Sharesight plan at www.sharesight.com/equitymatesIn this episode: 00:00 Monthly Portfolio Recap00:50 Market Drop & Macro Context02:15 Waymo Growth & Robo Taxis04:36 Portfolio Tracking With Sharesight05:36 Ren's ETF Strategy & DCA07:22 Bryce's ETF Allocation Strategy09:20 Ren's Portfolio Performance10:42 Bryce's Portfolio Performance15:05 Why Portfolio Construction Matters16:11 Deploying Cash In A Downturn17:50 Cutting Stocks Is Hard19:51 Bryce's Recent Stock Additions23:59 Ren's Borrow-To-Invest Strategy29:50 Lessons From A Tough MonthStocks & ETFs mentioned: S&P 500, NASDAQ 100, Waymo, Alphabet (NASDAQ:GOOGL), Sharesight, Betashares Geared U.S. Equity Fund (ASX:GGUS), Betashares Geared Australian Equity Fund (ASX:G200), iShares S&P 500 ETF (ASX:IVV), Vanguard FTSE Asia ex Japan Shares ETF (ASX:VAE), Vanguard FTSE Europe Shares ETF (ASX:VEQ), Betashares Wealth Builder All Growth Geared Complex ETF (ASX:GHHF), Betashares Emerging Markets ex China ETF (ASX:BEMG), VanEck MSCI International ex USA Quality ETF (ASX:XUS), Wire, Bitcoin, Hims & Hers Health (NYSE:HIMS), TransMedics Group (NASDAQ:TMDX), Sea Limited (NYSE:SE), WiseTech Global (ASX:WTC), Axon Enterprise (NASDAQ:AXON), CSL (ASX:CSL), Eli Lilly (NYSE:LLY), Intuitive Surgical (NASDAQ:ISRG), Pro Medicus (ASX:PME), Spotify (NYSE:SPOT), Coinbase (NASDAQ:COIN), APA Corporation (NASDAQ:APA), Wesfarmers (ASX:WES), Costco (NASDAQ:COST), Monroe Concentrated Global Growth Active ETF (ASX:MCG), NVIDIA (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company (NYSE:TSM), Contemporary Amperex Technology Co. Limited (SHE:300750), Amazon (NASDAQ:AMZN), Plato Global Alpha Fund Complex ETF (ASX:PGA1), MSCI World Index, 5V Capital Horizons Fund, Betashares Global Defence ETF (ASX:ARMR), Betashares Asia Technology Tigers ETF (ASX:ASIA), Samsung Electronics (KRX:005930), SK Hynix (KRX:000660), Tencent (HKEX:0700), Alibaba (NYSE:BABA), BHP Group (ASX:BHP)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates 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 peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Ferrari isn't just a car company - it's one of the most successful luxury goods businesses on the planet. Since listing in 2015, Ferrari's stock (RACE) has risen more than 640%, outperforming gold, Tesla, and almost every major index. In this episode John Connolly joins me to unpack the economics behind the prancing horse.Episode Blog Post: https://www.sharesforbeginners.com/blog/ferrari-race

Ferrari isn't just a car company - it's one of the most successful luxury goods businesses on the planet. Since listing in 2015, Ferrari's stock (RACE) has risen more than 640%, outperforming gold, Tesla, and almost every major index. In this episode John Connolly joins me to unpack the economics behind the prancing horse.Episode Blog Post: https://www.sharesforbeginners.com/blog/ferrari-race

Morningstar strategist Lochlan Halloway joins me to break down four major ASX companies, Woolworths, WiseTech, Ansell and Technology One, in a simple beginner‑friendly way. We explore what these businesses actually do, why their share prices move, and how to think long‑term when the headlines get noisy.Episode Blog Post: https://www.sharesforbeginners.com/blog/halloway-morningstar

Clem Chambers returns to break down a turbulent moment in global markets - from oil shocks and copper demand to crypto weakness and the sudden attractiveness of UK stocks to US buyers. A fast, wide‑ranging conversation full of frameworks beginners can use.We explore:Why Clem sold his gold and silverWhy copper is his next major themeHow AI is driving an energy crunchWhy oil could reach $300Episode Blog Post: https://www.sharesforbeginners.com/blog/clem-chambers-war

Clem Chambers returns to break down a turbulent moment in global markets - from oil shocks and copper demand to crypto weakness and the sudden attractiveness of UK stocks to US buyers. A fast, wide‑ranging conversation full of frameworks beginners can use.We explore:Why Clem sold his gold and silverWhy copper is his next major themeHow AI is driving an energy crunchWhy oil could reach $300Episode Blog Post: https://www.sharesforbeginners.com/blog/clem-chambers-war

Bryce and Ren reveal what they bought, what sold, what performed, and what absolutely didn't. Bryce goes deep on new positions and private equity allocations, while Ren unpacks what's really driving returns and takes a deep dive into a new portfolio addition, Clean Harbors.In this episode:0:00 Monthly portfolio check-in format + what's changing1:50 Sharesight setup + why we track this way2:25 Bryce update: redeploying core, Japan, GGUS, and buying Eli Lilly11:09 Bryce performance: best/worst positions (and Bitcoin pain)12:11 Ren update: weekly DCA core + starting debt recycling15:41 Ren performance + stock portfolio winners/losers21:21 Deep dives: Ren's stocks (Clean Harbors thesis) + Bryce's private equity sleeveSharesight makes tracking your portfolios easy. Save 4 months on any paid Sharesight plan at www.sharesight.com/equitymatesStocks and ETFs mentioned: Hub24 (ASX:HUB), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX:VAE), Global X Copper Miners ETF (ASX:WIRE), BetaShares Japan ETF Currency Hedged (ASX:HJPN), BetaShares Geared US Equity Fund (ASX:GGUS), BetaShares Geared Diversified All Growth ETF (ASX:GHHF), BetaShares Emerging Markets ETF (ASX:BEMG), iShares S&P 500 ETF (ASX:XUS), VanEck Geared Australian Equal Weight Fund (ASX:GEAR), BetaShares Geared NASDAQ 100 ETF (ASX:GNDQ), Eli Lilly (NYSE:LLY), Taiwan Semiconductor Manufacturing Company (NYSE:TSM), Clean Harbors (NYSE:CLH), Reddit (NYSE:RDDT), Axon Enterprise (NASDAQ:AXON), Cochlear (ASX:COH), MercadoLibre (NASDAQ:MELI), WiseTech Global (ASX:WTC), Sea Limited (NYSE:SE), Alphabet (NASDAQ:GOOGL), Shopify (NYSE:SHOP), TransMedics (NASDAQ:TMDX), Novo Nordisk (NYSE:NVO), Jumia Technologies (NYSE:JMIA), Guzman y Gomez (ASX:GYG).———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates 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. ———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

My guest this week is Nathan Bartrop, a corporate governance specialist, company secretary, and returning friend of the podcast. Nathan lives and breathes governance, and in this episode, we use two real ASX‑listed companies Argo and AUB Group to show beginners how governance, incentives, valuation, and management quality play out in the real world.Episode Blog Post: https://www.sharesforbeginners.com/blog/argo-aub

My guest this week is Vincent Randazzo, founder of ViewRight Advisors and creator of the Defender Program. Vincent draws on over a century of market data to help investors manage risk in volatile markets. He empowers beginners and advisors to protect portfolios while capturing growth, without timing every move. Vincent entered the industry in 2002, right into a bear market. This shaped his views on real markets versus textbook averages. He built Defender as a rules-based system that adjusts stock exposure based on market conditions. It examines signs of strength or weakness and dials exposure up or down. In healthy markets, stay fully invested. When conditions deteriorate, reduce exposure to limit losses.Episode Blog Post: https://www.sharesforbeginners.com/blog/viewright-randazzo

My guest this week is Vincent Randazzo, founder of ViewRight Advisors and creator of the Defender Program. Vincent draws on over a century of market data to help investors manage risk in volatile markets. He empowers beginners and advisors to protect portfolios while capturing growth, without timing every move. Vincent entered the industry in 2002, right into a bear market. This shaped his views on real markets versus textbook averages. He built Defender as a rules-based system that adjusts stock exposure based on market conditions. It examines signs of strength or weakness and dials exposure up or down. In healthy markets, stay fully invested. When conditions deteriorate, reduce exposure to limit losses.Episode Blog Post: https://www.sharesforbeginners.com/blog/viewright-randazzo

Join me and Vince Scully from Life Sherpa as we explore gold's surge in 2026 and its role in smoothing portfolio returns. Discover why de-dollarization, not currency debasement, drives gold prices, and learn the best ways to invest: from physical-backed ETFs like GOLD and GXLD to avoiding miners for true hedging. We cover silver's industrial boom, portfolio allocation strategies, and Australia's commodity edge in potential super cycles. Perfect for beginners seeking defensive assets amid market volatility.Episode Blog Post: https://www.sharesforbeginners.com/blog/life-sherpa-gold

My guest this week is Jason Segal, the Armchair Analyst. Jason covers the biotech and small-cap stock sector. Jason defines the "bet" for each company: how investors make money at the current price, plus the risks. The U.S. market dominates due to FDA approvals and high drug sales. Companies license rights elsewhere but hold U.S. rights for big payoffs. Episode Blog Post: https://www.sharesforbeginners.com/blog/armchair-analyst

My guest this week is Thomas Lamb, CEO of Myriad Uranium Corporation. Thomas brings a unique background to the table—he started in classics and law before diving into mining. We discussed his journey from building a gold producer in Mexico to leading uranium projects in the US after a pivot from Niger due to a military coup.Thomas explained the uranium sector's dynamics. The world produces about 160 million pounds annually but consumes 200 million, with stockpiles dwindling. This drives prices from $30 to $75 per pound. Kazakhstan leads production at 43%, while the US consumes 50 million pounds but produces under 1 million. Australia hosts the largest deposit at Olympic Dam.Episode Blog Post: https://www.sharesforbeginners.com/blog/myriad-uranium

My guest this week is Thomas Lamb, CEO of Myriad Uranium Corporation. Thomas brings a unique background to the table—he started in classics and law before diving into mining. We discussed his journey from building a gold producer in Mexico to leading uranium projects in the US after a pivot from Niger due to a military coup.Thomas explained the uranium sector's dynamics. The world produces about 160 million pounds annually but consumes 200 million, with stockpiles dwindling. This drives prices from $30 to $75 per pound. Kazakhstan leads production at 43%, while the US consumes 50 million pounds but produces under 1 million. Australia hosts the largest deposit at Olympic Dam.Episode Blog Post: https://www.sharesforbeginners.com/blog/myriad-uranium

Today, we're revisiting a classic episode with evergreen wisdom on building a solid investment foundation. It's my conversation with the late Graham Hand, founder and editor of Firstlinks—now part of Morningstar Australia. Sadly, Graham is no longer with us, but his decades of experience from institutions like Colonial First State and the Commonwealth Bank offer timeless insights that remain relevant today.Episode Blog Post: https://www.sharesforbeginners.com/blog/firstlinks

Para ti que ya entraste o estas por entrar al mundo de las inversiones y quieres estudiar a fondo y mantenerte informado sobre el acontecer financiero nuestros Campeones presentan las mejores plataformas digitales en finanzas que te ayudarán a estar al día y tomar las mejores decisiones.Les compartimos las ligas de las plataformas mencionadas en este episodio:Yahoo Finance: https://finance.yahoo.com/Tradingview: https://es.tradingview.com/Investing: https://es.investing.com/TIKR: https://www.tikr.com/esFinviz: https://finviz.com/Bolsa Mexicana de Valores Grupo: https://www.bmv.com.mx/The Wall Street Journal: https://www.wsj.com/Bloomberg: https://www.bloomberg.com/latinamericaCNBC: https://www.cnbc.com/Sharesight: https://www.sharesight.com/

In this episode I chat with Todd Wenning, a seasoned investment professional with experience at Ensemble Capital, Morningstar, and the Motley Fool about some of the most critical aspects of successful investing: moats, management, and buying companies at the right price. We based this conversation on this Venn diagram that Todd published on X (Twitter) in 2017. For those eager to dive deeper into Todd's investment philosophy and to discover hidden gems in the market, visit Flyover Stocks.Here's a link to the blog post: https://www.sharesforbeginners.com/blog/todd-wenning-flyover-stocks

My guest this week is Nathan Krieger, head of Dimensional Fund Advisors' global client group in Australia. We discuss the documentary "Tune Out the Noise," directed by Academy Award winner Errol Morris. The film highlights revolutionary ideas from 1960s University of Chicago academics that challenged Wall Street norms and led to index funds and efficient market theory.Blog post available at: https://www.sharesforbeginners.com/blog/tune-out-the-noiseWatch on YouTube right here.

My guest this week is Nathan Krieger, head of Dimensional Fund Advisors' global client group in Australia. We discuss the documentary "Tune Out the Noise," directed by Academy Award winner Errol Morris. The film highlights revolutionary ideas from 1960s University of Chicago academics that challenged Wall Street norms and led to index funds and efficient market theory.Blog post available at: https://www.sharesforbeginners.com/blog/tune-out-the-noiseWatch on YouTube right here.

My guest this week is Ian Keldoulis, co-author of Unblinded: The Startup That Launched a Revolution in Saving Sight. He wrote the book with Dr. David Guyer, chronicling the founding of Eyetech Pharmaceuticals in 2000. They developed Macugen, the first effective treatment for age-related macular degeneration (AMD), a disease that once blinded millions in their later years.Unblinded on AmazonUnblinded on Barnes & NobleUnblinded on the publisher's storefrontBlog post available at: https://www.sharesforbeginners.com/blog/ian-keldoulisWatch on YouTube right here.

My guest this week is Ian Keldoulis, co-author of Unblinded: The Startup That Launched a Revolution in Saving Sight. He wrote the book with Dr. David Guyer, chronicling the founding of Eyetech Pharmaceuticals in 2000. They developed Macugen, the first effective treatment for age-related macular degeneration (AMD), a disease that once blinded millions in their later years.Unblinded on AmazonUnblinded on Barnes & NobleUnblinded on the publisher's storefrontBlog post available at: https://www.sharesforbeginners.com/blog/ian-keldoulisWatch on YouTube right here.

My guest this week is Nathan Bartrop, a corporate governance and company secretary specialist with experience across ASX-listed, unlisted, and not-for-profit companies. We discussed his background in law, accounting, and ASX compliance, including his time as a listings advisor during the global financial crisis. Nathan now lectures on corporate governance and runs his consultancy, White Label Corporate, while serving as Principal Consultant at CSB Corporate Services.Blog post available at: https://www.sharesforbeginners.com/blog/nathan-bartropWatch on YouTube right here.

My guest this week is Richard Hemming from Under the Radar Report. He shares three key investing lessons from his experience investing in small caps on the ASX. Richard starts with diversification. He stresses its importance in small caps due to higher volatility. Under the Radar limits any stock to 10% of a portfolio. They hold 14 to 20 stocks in flagship portfolios and 14 to 16 in dividend ones. Richard buys small positions first—1% or 2%—and builds to 5%. If it hits 10%, he takes profits.As friends of Shares for Beginners, Under the Radar Report is happy to offer listeners 10% off our products. All you need to do is plug in the promo code ‘SFB' into our website Blog post available at: https://www.sharesforbeginners.com/blog/richard-hemming-diversifyWatch on YouTube right here.

My guest this week is James Gruber, editor of Firstlinks and a veteran of Asian markets with a background in journalism and funds management. We dive into his contrarian views on dividend stocks and gold's role in portfolios. Our discussion stems from James's article "Why I Dislike Dividend Stocks." He drew from David Gardner of Motley Fool, who achieved seven 100-baggers—stocks returning 100 times or more. Gardner held Amazon from 1997 and Nvidia from 2005, both up over 1,000 times. Blog post available at: https://www.sharesforbeginners.com/blog/james-gruber-firstlinksWatch on YouTube right here.

My guest this week is Larry Kriesmer from Measured Risk Portfolios, where he oversees the SynthEquity® strategy to manage over $500 million focusing on using options and US Treasuries to minimize equity risks while pursuing S&P 500-level returns.Blog post available at: https://www.sharesforbeginners.com/blog/larry-kriesmer-synthequityWatch on YouTube right here.

My guest this week is Larry Kriesmer from Measured Risk Portfolios, where he oversees the SynthEquity® strategy to manage over $500 million focusing on using options and US Treasuries to minimize equity risks while pursuing S&P 500-level returns.Blog post available at: https://www.sharesforbeginners.com/blog/larry-kriesmer-synthequityWatch on YouTube right here.

In the world of investing, success often hinges on more than just numbers and market trends. Too much financial commentary focuses on investments rather than the people investing. There are way too many aspirational messages that lack the practical steps to put a plan in action. In the latest podcast episode, I welcome Shani Jayamanne, co-author of the book "Invest Your Way: How to Grow Your Wealth on Your Terms." co-authored with Mark Lamonica.Blog post available at: https://www.sharesforbeginners.com/blog/shani-jayamanne-investWatch on YouTube right here.

My guest this week is Leigh Gant, founder and CEO of Unio Growth Partners. We caught up recently at the Australian Shareholders Association's Gold Coast Investor Summit, where Leigh's insights on business and investing sparked a lively discussion. As a business owner, investor, and long-term thinker, Leigh brings a wealth of experience from building and exiting ventures, working with wealth management firms, and now helping businesses grow while guiding investors through market complexities. Influenced by investing legends like Buffett and Munger, he approaches markets with patience and a focus on real-world results.Blog post available at: https://www.sharesforbeginners.com/blog/leigh-gant-irenWatch on YouTube right here.

In this episode I'm joined by Vince Scully from Life Sherpa to unpack one of Australia's biggest financial scandals: the collapse of the First Guardian and SHIELD Master Funds. With over 12,000 investors and $1 billion in losses, this case is a stark reminder that even regulated investments can go wrong.

In this episode I welcome Nick Radge from The Chartist and Harbourside Capital to discuss technical analysis and momentum trading. Nick's journey into financial markets began accidentally 38 years ago. He shares how his passion for charting and understanding market movements grew over the years, leading him to develop a systematic approach to investing by measuring relative momentum. Blog post available at: https://www.sharesforbeginners.com/blog/nick-radgeWatch on YouTube

My guest this week is David Morgan, a renowned precious metals analyst and publisher of The Morgan Report. We explored the monetary system, its flaws, and how precious metals like silver and gold can protect your wealth. Check out this free download Ten Rules for Silver Investing which will help you understand the best ways to access this special precious metal.Visit this special link set up exclusively for listeners of this podcast. There are for free resources, including a 15-minute call with David!Blog post available at: https://www.sharesforbeginners.com/blog/david-morgan-silverWatch on YouTube

Repeat Episode. Have been busy this week at the ASA QLD Invstor Summit on the Gold Coast. Saw Michael Kemp again and thought that this episode bore a repeat for all of the great investing insights. What does an epic poem written around 700BC tell us about investing? How are investors tempted to steer their money onto the rocks of investing underperformance? My guest is Michael Kemp, author of The Ulysses Contract.There's plenty of great lessons in this interview & much more in the book. There's a lot to avoid but as Michael says: "Don't be discouraged by all the negative arguments I'm putting forth. I don't believe you need to become a champion to become a really good investor. Market returns are fantastic returns as long as you achieve them. Don't try and shoot for the stars cuz you're probably full flat on your face. But if you accept that you're gonna be delivered market returns and you are patient, then market returns can be spectacular returns given the power of compounding."Blog post available at: https://www.sharesforbeginners.com/blog/ulysses

In this episode I had the pleasure of sitting down with Keith D, also known as Keith Smith. Our conversation was a deep dive into the misconceptions holding people back from financial confidence, the transformative potential of decentralized finance, and the lessons Keith has learned from his own financial journey.Blog post available at: https://www.sharesforbeginners.com/blog/KeithDWatch on YouTube

In this episode I sit down with Jeppe Kirk Bonde one of eToro's most copied investors. Jeppe has achieved 25% average annual return since 2013 with over $100 Million invested by copiers. He is helping 25,000+ copiers and 300,000 followers to achieve world-class returns.