Basis Points
af Equity Mates Media
Seneste episode
Anthropic, OpenAI, SpaceX: Do Advisers Need Private Markets for…
Anthropic, OpenAI, SpaceX: Do Advisers Need Private Markets for…
Om denne podcast
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.
Episoder
De nyeste 20 af 73 episoder
- Anthropic, OpenAI, SpaceX: Do Advisers Need Private Markets for Growth? · 30 min. · Sæson 2Many of the world's greatest growth businesses are staying private for longer. So, do advisers have to allocate to private markets for growth? Australian Ethical Investment’s…
- Regulators circle managed accounts, but are fears overblown? · 35 min. · Sæson 2As the managed accounts industry matures, regulators are circling. So, are there any bad players, and what should advisers expect as the regulatory environment shifts? To find…
- Robots and ruins: Inside China’s splitting economy · 41 min. · Sæson 2China's economy is splitting in two, and the investment opportunities aren't necessarily where you'd expect. While property investment has plunged and consumer spending has…
- Is fundamental investing dead? All hail the rise of quant · 36 min. · Sæson 2Fundamental stock picking is losing ground to systematic investing. But does that mean traditional active management is dead? Dr David Allen, Head of Long Short Strategies and…
- Are your clients actually diversified? The hidden risks inside every portfolio · 25 min. · Sæson 2It was once a given that investing across a variety of asset classes, meant you were diversified. Today’s guest believes that may no longer be the case. AI for example touches…
- HUB24’s Jason Entwistle on AI and avoiding the next advice scandal · 33 min. · Sæson 2Jason Entwistle is worried. Australian advisers have one of the highest AI adoption rates in the world at a time when there are so many "shiny new toys” coming out. But he sees…
- Bond markets are now funding the AI boom. History tells us that's a warning sign · 30 min. · Sæson 2The world’s biggest technology companies are burning through their once-abundant cash reserves to fund the AI arms race. Increasingly, they’re turning to debt markets to fund…
- He’s met with 1000s of advisers - here’s what sets the best apart · 29 min. · Sæson 2What separates advice practices that scale well from those that get stuck? After meeting with thousands of advisers, Trellia Wealth Partners Managing Partner Cameron Spittle…
- How to gear inside super without property · 23 min. · Sæson 2The rules around leverage have changed. So what does that mean for advisers? With residential property LRBAs no longer available inside SMSFs, instalment warrants remain one way…
- Why financial advice has an AI problem (and what actually fixes it) · 27 min. · Sæson 2AI tools have had a very “superficial” impact on financial advice so far. That’s according to today’s guest Simon O’Keefe, founder and CEO of Alcova, an AI adoption and safety…
- Zenith’s guide to rebuilding defensive portfolios · 30 min. · Sæson 2Defensive assets are meant to be the boring part of a portfolio. Now, it’s where advisers are making some of their hardest calls. Bonds spent the past few decades earning a…
- From kings to catalogues: The overlooked asset class with a 600-year history · Sæson 2Stephen Otter, Partners Group’s Global Head of Private Markets Royalties, argues that royalties are uncorrelated to markets, low volatility, an inflation hedge, and generate a…
- Grant Hackett on resilience, tax changes and his push to quadruple adviser numbers · 33 min. · Sæson 2Grant Hackett has now spent more time working in finance than he did in the pool, but he’s still best known for being one of, if not the greatest, distance swimmers Australia has…
- Why financial advice has become generic (and how to actually stand out) · 29 min. · Sæson 2Will Hamilton has enshrined a simple belief at Hamilton Wealth Partners: Most financial advice practices pay lip service to client experience, yet it makes all the difference in…
- The biggest shift in financial advice history is less than 2 years away · 26 min. · Sæson 2Advisers’ entire tech stack will collapse in the next two years; that is the bold prediction of Paradino AI Co-Founder and CEO Alex Gassner. He sees the glaring gap between the…
- Is value dead? One of Australia’s greatest investing veterans weighs in · 26 min. · Sæson 2The Hall of Fame fund manager and IML founder, Anton Tagliaferro, has seen enough cycles to know we’re nearing the top. He is convinced we are in a "speculative frenzy" of a…
- The insider's guide to private credit: Red flags, risk & the road ahead · 23 min. · Sæson 2Do you understand what you're investing in within private credit? Frank Danieli, Managing Director and Head of Global Credit Solutions at MA Financial explains why that is so…
- 4 structural shifts driving markets over the next decade · 26 min. · Sæson 2What will be the biggest risks and opportunities in markets over the next decade? While nobody has a crystal ball, Capital Group’s Investment Director Matt Reynolds joins the…
- Dollar Cost Ravaging: Why retirement flips the rules of investing · 18 min. · Sæson 2What if the strategy that built your clients' wealth is the same one quietly destroying it in retirement? A new report from Milford; When Timing Becomes the Biggest Risk in…
- Are you swimming with sharks? What advisers get wrong about private markets · 34 min. · Sæson 2The same portfolio mistakes keep showing up across adviser practices, and Jacqueline Fernley, Founder and OCIO of Arcpoint, has seen them all. When it comes to public markets…
