Episodios

  • Australian Earnings Learnings with Morningstar's Director of Equities Research Mathew Hodge
    Aug 15 2023

    Earnings season is here and the results are dominating the headlines. But does it matter? 

    The answer is: maybe. 

    We tapped the mind of Mathew Hodge, Morningstar's director of equities research, gives insight into what noise we should pay attention to, and why he "generally doesn't care about earnings season."

    Follow Selfwealth on Instagram here:
    https://www.instagram.com/selfwealthaus/

    Follow Selfwealth on TikTok for video snippets of the podcast:
    https://www.tiktok.com/@selfwealthaus?lang=en 

     

    Important disclaimer: SelfWealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this podcast 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 and/or accountant. Taxation, legal and other matters referred to in this podcast are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.

     

    See omnystudio.com/listener for privacy information.

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    35 m
  • Invest Like… Glen James: An Honest, Enthusiastic Chat with the Host of My Millennial Money
    Aug 7 2023

    "You Make a living by what you earn. You make a life by what you give"

    Aleks and Glen had a lively chat about Glen's portfolio, his investing (and giving) philosophy, and regretting being too poor and young to capitalise on the GFC.

    Plus, they get into meaty topics like:

    • Buying weekly
    • Financial advice not being about math and numbers
    • Investing in unlisted companies
    • Making a heap of money in crypto and then selling
    • The 'regrets' fund
    • Giving some, saving some, and spending some
    • Why he doesn't care about his net worth

     

    Buy Glen's book here:
    https://www.booktopia.com.au/sort-your-money-out-glen-james/book/9780730396505.html 

    Follow Selfwealth on Instagram here:
    https://www.instagram.com/selfwealthaus/

    Follow Selfwealth on TikTok for video snippets of the podcast:
    https://www.tiktok.com/@selfwealthaus?lang=en 

     

    Important disclaimer: SelfWealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this podcast 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 and/or accountant. Taxation, legal and other matters referred to in this podcast are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.

    See omnystudio.com/listener for privacy information.

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    46 m
  • ETFs Break $150 Billion FUM Barrier: Betashares' Blair Modica Explains why
    Jul 31 2023

    Betashares recently released a report noting that Australia's ETF industry has broken through the $150 billion FUM barrier… so is now a good time to invest?

    Blair Modica from Betashares joins us to dive into:

    • Why Australians are so invested in ETFs
    • Which ETFs are most popular
    • How preferences have changed over the last five years
    • Betashares' top performing product

    Read Betashares' Australian ETF review here:
    https://www.betashares.com.au/insights/etf-review-may-2023/ 

    Follow Selfwealth on Instagram here:
    https://www.instagram.com/selfwealthaus/

    Follow Selfwealth on TikTok for video snippets of the podcast:
    https://www.tiktok.com/@selfwealthaus?lang=en 

     

    Important disclaimer: SelfWealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this podcast 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 and/or accountant. Taxation, legal and other matters referred to in this podcast are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.

    See omnystudio.com/listener for privacy information.

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    17 m
  • The Barbie Effect: Why Mattel Stocks Are Surging
    Jul 25 2023

    Revenue is down 21.7%, net income down 596%, net profit margin down 734%… so why is their stock up 32.3%??

    That's the Barbie effect.

    In this episode we're diving into Mattel (NASDAQ: MAT) stocks, and the marketing behind the recent stock surges.

    It's worked for Mattel, but what companies hasn't it worked for?

    Rob Marfell and Aleks Nikolic dive into past examples of marketing the stock market and the science behind it, to deduce whether this rally will be sustained.

    Follow Selfwealth on Instagram here:
    https://www.instagram.com/selfwealthaus/

    Follow Selfwealth on TikTok for video snippets of the podcast:
    https://www.tiktok.com/@selfwealthaus?lang=en 

     

    Important disclaimer: SelfWealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this podcast 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 and/or accountant. Taxation, legal and other matters referred to in this podcast are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.

    See omnystudio.com/listener for privacy information.

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    35 m
  • Buying Happiness with Kate Campbell
    Jul 17 2023

    Money can buy happiness — at least if you're spending it correctly.

    That's a view Kate Campbell from the Australian Finance Podcast explores in her upcoming book: Buying Happiness: Learn to invest your time and money better.

    In this episode Aleks and Kate talk about:

    • Money talks with significant others
    • What singing taught Kate about risk
    • How childhood impacts our finances
    • Reframing finance habits
    • and mini-retirements.

    Buying Happiness will be out in September, but you can pre-order from Amazon here:

    https://www.amazon.com.au/Buying-Happiness-Learn-invest-better/dp/1922611816/

    and Booktopia here:

    https://www.booktopia.com.au/buying-happiness-kate-campbell/book/9781922611819.html

     

    Follow Selfwealth on Instagram here:
    https://www.instagram.com/selfwealthaus/

    Follow Selfwealth on TikTok for video snippets of the podcast:
    https://www.tiktok.com/@selfwealthaus?lang=en 

     

    Important disclaimer: SelfWealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this podcast 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 and/or accountant. Taxation, legal and other matters referred to in this podcast are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.

    See omnystudio.com/listener for privacy information.

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    23 m
  • Does BlackRock Control the World? Investing Conspiracy Theories You Should and Shouldn't Believe
    Jul 4 2023

    BlackRock and Vanguard have more funds under management than most countries make in annual GDP.

    They're the biggest shareholders in Apple, Tesla, Microsoft, and nearly every other major company or hedge fund you've ever heard of, so it makes sense that some people claim they control the world… until it doesn't.

    In this episode, Rob and Aleks debunk the BlackRock conspiracy theory, while shedding light on one 'conspiracy' that's actually true — at least in part. 

     

    Follow Selfwealth on Instagram here:
    https://www.instagram.com/selfwealthaus/

    Follow Selfwealth on TikTok for video snippets of the podcast:
    https://www.tiktok.com/@selfwealthaus?lang=en 

     

    Important disclaimer: SelfWealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this podcast 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 and/or accountant. Taxation, legal and other matters referred to in this podcast are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.

    See omnystudio.com/listener for privacy information.

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    28 m
  • Is BHP a Buy? Rob and Aleks Dive in to Stock Reports
    Jun 21 2023

    Selfwealth offers 12-page stock reports produced by Refinitiv. 

    These reports dive into forecasting, previous performance, and peer reviews.

    They even give you insight into whether analysts think the stock is a buy or a sell. 

    But how do you actually read them?

    In this episode Rob from Selfwealth peppers Alex with questions on how to interpret the ratings, and why BHP and CBA aren't both listed as a buy regardless of similar metrics.

     

    Follow Selfwealth on Instagram here:
    https://www.instagram.com/selfwealthaus/

    Follow Selfwealth on TikTok for video snippets of the podcast:
    https://www.tiktok.com/@selfwealthaus?lang=en 

     

    Important disclaimer: Selfwealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this podcast 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 and/or accountant. Taxation, legal and other matters referred to in this podcast are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.

    See omnystudio.com/listener for privacy information.

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    30 m
  • Invest Like… an AFL Legend: Brownlow Medallist Chris Judd on Investing Independence and the Art of Selling
    Jun 14 2023

    As far as AFL players go, Chris Judd is about as decorated as the Sistine Chapel.

    Brownlow medalist, Grand Final winner, Leigh Matthews MVP, voted Best Captain by his peers.

    What many don't know, through is that he's also been investing since early in his career, and is on the verge of launching his own investment fund.

    In this episode, he joins us to talk about his investment philosophies, including:

    • Investing his first pay cheque
    • His views the art of selling
    • What his fund's asset allocation will be
    • Whether he thinks we're going into a bear or bull market
    • What research aided his investment education

     

    Follow Selfwealth on Instagram here:
    https://www.instagram.com/selfwealthaus/

    Follow Selfwealth on TikTok for video snippets of the podcast:
    https://www.tiktok.com/@selfwealthaus?lang=en 

     

    Important disclaimer: Selfwealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this podcast 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 and/or accountant. Taxation, legal and other matters referred to in this podcast are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.

    See omnystudio.com/listener for privacy information.

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    25 m