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Basis Points

Equity Mates Media

Small improvements, compounded. That is the power of basis points.

From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improvements that compound into big outcomes.

Hosted on Acast. See acast.com/privacy for more information.

Sito del podcast

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Episodi

72 episodi

  1. Regulators circle managed accounts, but are fears overblown? 34:33
  2. Robots and ruins: Inside China’s splitting economy 41:04
  3. Is fundamental investing dead? All hail the rise of quant 36:03
  4. Are your clients actually diversified? The hidden risks inside every portfolio 25:12
  5. HUB24’s Jason Entwistle on AI and avoiding the next advice scandal 33:16
  6. Bond markets are now funding the AI boom. History tells us that's a warning sign 29:56
  7. He’s met with 1000s of advisers - here’s what sets the best apart 29:29
  8. How to gear inside super without property 23:21
  9. Why financial advice has an AI problem (and what actually fixes it) 26:49
  10. Zenith’s guide to rebuilding defensive portfolios 30:12
  11. From kings to catalogues: The overlooked asset class with a 600-year history
  12. Grant Hackett on resilience, tax changes and his push to quadruple adviser numbers 32:30
  13. Why financial advice has become generic (and how to actually stand out) 28:37
  14. The biggest shift in financial advice history is less than 2 years away 26:04
  15. Is value dead? One of Australia’s greatest investing veterans weighs in 26:11
  16. The insider's guide to private credit: Red flags, risk & the road ahead 23:23
  17. 4 structural shifts driving markets over the next decade 26:28
  18. Dollar Cost Ravaging: Why retirement flips the rules of investing 18:08
  19. Are you swimming with sharks? What advisers get wrong about private markets 33:40
  20. Morgan Stanley’s asset allocation playbook for the next 5 years 31:33
  21. Gerard Minack: 10 charts that expose what investors are getting wrong 50:20
  22. The dirty secret behind ESG funds (and how the experts spot a fake) 25:33
  23. J.P. Morgan warns: Overvalued USD, loose policy & real private credit risk 33:26
  24. The 4-step playbook for investing in a world of surging debt 41:41
  25. Lessons from David Swensen: Equity bias, alignment of interest & why boring is beautiful 27:12
  26. He interviewed 800 advisers around the world. Here's the one thing they all got wrong 31:14
  27. Ethics CPD with Dr Katherine Hunt 26:51
  28. War, rebounds & rate hikes: Why you shouldn’t go all-in on Equities 27:02
  29. What 17 years in the Navy taught this adviser about money 23:30
  30. Evidentia’s Jo Cornwell: How to pick winning funds (and avoid blow-ups) 26:40
  31. How this adviser built a $600m business in less than a decade 25:24
  32. The woman deploying $15bn into Australia’s future: Quantum computing, space & defence 26:48
  33. Why inheriting a fortune can tear a family apart - and how to stop it 27:21
  34. Why institutions are quietly buying Bitcoin 33:11
  35. Kerr Neilson on oil shocks and why gold will hit $8,000 29:57
  36. Big Things Ahead: Ally Selby joins Basis Points 7:40
  37. Christopher Joye sees the world differently: Bitcoin, Interest Rates, Green Bonds & AI Debt 37:49
  38. What a commodity supercycle would mean for Australia - Greg Cassidy | Milford 37:02
  39. Why the US underperformed in 2025 - and why it will happen again - Cameron Gleeson 38:06
  40. The risk hiding in your client’s portfolio - Ben Preston | Orbis Investments 33:35
  41. Graduates, not gambles: How Australia’s best small caps ‘grow up’ - Jovana Gagic | Paradice 32:56
  42. Building an advice business for the millionaire next door - Jeff Thurecht & Marshall Brentnall 47:15
  43. This $800bn market is just getting started - Anthony Ip | Milford 39:36
  44. Private markets are an illusion - Tim Carleton | Auscap Asset Management 42:10
  45. The emerging markets blind spot: are you missing the next big opportunity? | Vern du Preez, Orbis Investments 32:28
  46. Building a modern advice practice - Owen Raszkiewicz 40:52
  47. Generating outperformance in down markets - Hamish FitzSimons | AllianceBernstein 35:03
  48. Educating clients on the opportunities in private assets - Jordan Ryan | Koda Capital 45:36
  49. The $40b hole in Aussie portfolios & how to fill it - Helen Mason | Schroders 35:35
  50. Are we seeing a change at the top of the ASX? - William Curtayne | Milford 44:15