Episodes

  • Today is the first birthday of this podcast. I want to thank you the listeners for your kind words and comments. I hope that I’m doing something to help you learn about how and where your money is invested.
    I also wanted to talk to you about time - the most important investing tool that you have on your side.
    The blog post for this episode is here - https://www.sharesforbeginners.com/blog/first-birthday
    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.
    Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

  • Today I’m chatting with Chris Tate from the Trading Game. Chris has seen all types of markets and traded practically every instrument available, and if you don’t know what an instrument is in financial terms, you’ll find out in this episode. Many of my guests use fundamental analysis to value companies and come up with their investment strategy. But we can’t ignore the other approach which is known as technical analysis.
    This episode is about those charts and how they show price action.
    Blog post for this episode is available at https://www.sharesforbeginners.com/blog/chris-tateYou can contact Chris via The Trading Game website https://www.tradinggame.com.au/
    Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.
    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.
    Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

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  • Tony Kynaston is a former senior executive of companies like Coles and Shell. He started investing in the stock market 30 years ago and developed a simple checklist methodology (by studying people like Warren Buffett) that allowed him to retire from his corporate career at age 43 and become a professional investor. And he’s done pretty well since then. The average return on his portfolio over the last 20 years has been 19.5% per annum – double the ASX index. QAV stands for QUALITY AT VALUE. Tony's approach is to use a checklist to find companies that are performing well (quality) but which can also be bought at a discount (value). It's basically what is usually called "value investing".
    More info at https://www.sharesforbeginners.com/blog/kynaston
    Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.
    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.
    Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

  • Here's a link to the blog post for this episode - Match your risk to your experience.
    Claude is an Australian small company investor who looks for the best opportunities at the small end of the ASX. He is the founder of Ethical Equities and he looks for profitable, ethical businesses suitable to invest in.
    Claude is trained in law and is interested in renewable energy and environmental action. He found that he could achieve more through investing. He started Ethical Equities in 2013 where he writes about companies that he likes and some of his mistakes and successes.
    This episode is not just about ethical investing. Claude has plenty of good advice for sharemarket beginners. I especially enjoyed his pizza analogy for describing market capitalisation.
    Find out more at:https://ethicalequities.com.au/
    Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.
    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.
    Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

  • Michael Dee is the founder of Pythagoras Investing, a subscription service in the business of predicting share price behaviour using mathematics.Find out more information here - https://www.pythagorasinvesting.com/
    Michael discusses the biases that affect investors. They're difficult to avoid, but being aware of them can make for better investing.
    This episode is for Deryl from Wollongong who asked for some more info about psychology in share investment. Thanks for the question and your kind words about the podcast. More notes about this podcast can be found at the blog post here.
    Michael has generously tailored an offering for listeners to this podcast that can be accessed here. This is not an affiliate program and I'm not making any commission from referring listeners to Michael's web-site. It's up to you to decide whether Pythagoras Investing is for you. This is not a recommendation from me and as always do your own due diligence.
    Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.
    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. Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

  • Here's a link to the blog post for this episode - Girls Just Want To Have Funds. The Ladies Finance Club is on a mission is to change the way women think about and behave with money. They want women to feel confident & fearless about talking money, budgets, retirement & investing. And guys, all this applies to men as well. You're welcome at the club, as you'll hear in this episode.
    Unfortunately Molly couldn't make the interview but Betsy Westcott joined us to tell us all about The Ladies.
    Growing up on a sheep and cattle station in Queensland meant Betsy learned from an early age that good budgeting and financial skills are essential for staying on top of whatever life throws your way. She is passionate about helping women build good financial skills to create security, happiness and success for themselves and their loved ones.
    Molly & Betsy are creating a future where women are in control of their finances so they can be empowered to make any choice they want.
    They run events, online and live workshops and courses with the best industry experts to breakdown and demystify a range of topics from investing, superannuation, debt, budgeting and buying the best shoes. Giddy-up!
    Find out more at:https://www.ladiesfinanceclub.com/
    Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.
    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.
    Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

  • Steve Bull is the founder & Managing Director of ETF Watch.
    ETF Watch is non-aligned and Steve is the ideal guest for digging deep into the ETF industry without fear or favour. Here's a link to the blog post.
    This episode was inspired by listener Sarah who asked the questions that we used to approach this subject. You can ask your questions and participate in future episodes by filling out the listener survey at https://www.sharesforbeginners.com/survey
    ETF Watch is an information source for ETF & LIC Investors. It has a searchable fund database, a blog and a news feed. There are a rapidly growing group of investors and Financial Advisers who are using ETF Watch as their primary ETF & LIC Information source. Steve is also Head of Client Experience at brand new super fund TOMORROW Super.
    http://www.etfwatch.com.au/
    Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.
    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.
    Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

  • Andrew is Dictator-for-Life at the Strawman Investment Club. This is a great little community where like-minded investors share research and investing ideas. Strawman is a social network and collaborative platform for private investors. It crowdsources research and recommendations on ASX listed companies, drawing on a broad network of experienced contributors. Content is organised and ranked according to member endorsement and performance, delivering dynamic, peer-reviewed and actionable share market recommendations.
    Andrew discusses company research, why he's not a fan of technical analysis and his checklist for investors. There's a lot more.
    I received a listener question from Greg W who asked: "A lot of people say do your own research. The problem is knowing where to start with said research. What kind of information should I be looking for and where do I find it?"
    Andrew gives us some great info on how to start your research journey.
    Find the Strawman site at https://strawman.com. You can follow Andrew on Twitter at @strawmaninvest and @sage_simian. Blog post is at https://www.sharesforbeginners.com/blog/andrew-page-strawman
    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.

  • It was my great pleasure to be invited by the wonderful people at Sharesight (the fabulous on-line portfolio tracking tool) and Finimize to moderate a panel discussion with Doug Morris the CEO of Sharesight, Claude Walker from Ethical Equities, Ted Richards from Six Park and Kylie Parker from Lotus Accountants about common investing mistakes and how to avoid them.
    We talk about:
    Memorable MistakesThe Dunning-Kreuger effectETFsWhat the panellists kids investedIs Google the ultimate diversified investment?Doug's tech heavy family investmentsTed watching his highly-paid team mates blowing big moneyWhen it's time to sell a stock that's gone badThe Pre-mortemCompany reports read them unless you're an accountant and don't read them and much more.
    Sharesight are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! There’s a 7 day free trial where you can experience the full power of the Sharesight portfolio management. And it’s not just for Australia, I know some of you are listening in countries not lucky enough to be Australia but Sharesight supports 30 of the world’s great exchanges.Go to sharesight.com/sharesforbeginners and sign up now for a free trial before taking advantage of 2 free months.
    Disclaimer: Shares for Beginners is for information and educational purposes only. It is not financial advice, and you should not buy or sell any investment based on information provided. Any opinion or commentary is the view of the guest and does not reflect the views of Shares for Beginners. This podcast does not replace professional advice regarding your personal financial needs, circumstances or current situation.

  • Kyle Macintyre is an Investment Specialist at Firetrail. He and the team left Macquarie Bank to start their own fund – to identify and invest in quality Australian shares that are unloved by the market. We talk about the examples of Telstra (ASX:TLS) and Downer EDI (ASX:DOW). They are great case studies to show what goes into a thorough valuation of a company. It's a serious dive into fundamental analysis.
    "THE BIGGEST DECISION YOU MAKE WHEN YOU INVEST IN A COMPANY IS THE PRICE YOU PAY FOR THAT COMPANY".
    When you buy a property you do a lot of research into what you think it's worth. The price you pay determines all of the numbers into the future representing your capital gain and your income. It's the same when you buy a share. The price you pay determines everything about that investment.
    I really enjoyed chatting with Kyle and his very honest and open views on what makes a great stock pick for the long term.
    Firetrail Investments: https://firetrail.com/
    AND: please fill out the listener survey at https://www.sharesforbeginners.com/survey
    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.

  • Fiona Balzer is the Policy & Advocacy Manager of the Australian Shareholders’ Association. The ASA is an independent, not-for-profit association for individual investors.
    Buying a share means that you are buying a part of the company. This also gives you the right to go to the Annual General Meeting to ask questions of management, vote on resolutions and generally make a noise if you are not happy with the company’s performance.
    At the ASA I’ve met some great people with a wealth of knowledge. The members are deeply engaged. They take the time to explore every nook and cranny of a company’s operation. They have meetings, discussion groups, seminars and workshops where you can meet and learn. They also take a leading role in holding companies to account.
    Here's a link to their about page https://www.australianshareholders.com.au/about-us
    Shares for Beginners is for information and educational purposes only. It is not financial advice, and you should not buy or sell any investment based on information provided. Any opinion or commentary is the view of the guest and does not reflect the views of Shares for Beginners. This podcast and website does not replace professional advice regarding your personal financial needs, circumstances or current situation

  • This is a bonus episode about a great project that’s been running since March, with workshops still available during September, October & November, 2019.
    It’s called Own Your Own Financial Future – a project dedicated to empowering women over 55 to build confidence in financial decision making.These are free workshops geared towards women who’ve never been involved in managing their own finances and investments.
    They are being run by the Australian Shareholders Association. Fiona Balzer from the ASA is my guest in the next episode, but I think it’s worthwhile releasing our discussion as a separate story. It is worth thinking about the particular challenges faced by women in this category.
    So if you find that any of this resonates with you, or if you know someone who would benefit, find out more at https://australianshareholders.com.au/fin-lit-project
    Places are available for workshops in Sydney, Wollongong, Newcastle, Adelaide, Mt Gambier, Bathurst, Dubbo, Katoomba, North Coast NSW, Armidale & Tamworth. My apologies to listeners outside these areas but it may be worth a listen. It will get you thinking about you and your loved ones.
    The workshops will help you:
    cut through finance and investing jargonunderstand a financial planclarify options for managing your superhelp you discuss your financial goalscheck that your estate is in orderlearn how to source and engage with a professional adviserdevelop confidence to talk to the financial professionals and family

  • Diversification is the key to successful investing. That means considering not only the Australian share market but also the rest of the world. Kanish Chugh joins me to unravel ETFs, international markets and the exciting opportunities available in robotics, artificial intelligence and emerging markets.
    Kanish is the Co-Head of Sales at ETF Securities. He has more than nine years’ experience in the investment management industry. He previously undertook distribution roles at Blackrock and Fidelity Worldwide Investments and was a foundation member of ANZ ETFS, the joint venture between ETF Securities and ANZ. Before entering the investment management industry Kanish worked in the financial media industry at both the Australian Financial Review and Insto publications.
    For more information go to https://www.etfsecurities.com.au/
    Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investment 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.

  • Julian McCormack is from Platinum Asset Management. As a young guy on the road he developed what he called "The Value Investing Contrarian Thing". Julian spoke about this and Platinum’s approach to investment management. They identify and invest in companies they believe to be undervalued. His case study is the German car company BMW. I want you to pay attention to some of the concepts he talks about. There’s Price Earnings Ratio which is one of the basic ways of valuing a company and also book value. This is not a recommendation to run out and buy shares in BMW. This is purely an exercise in valuing a company for you to learn from. There's also a great listener question from McKenzie Battye-Smith.Platinum's website is https://www.platinum.com.au/ Julian's video presentation is available at https://youtu.be/4e6dIWl7sEo?t=1934Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investment 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.

  • Ted Richards famous defender for the Sydney Swans, behavioural economist and now Business Development Manager at Six Park, helps first-time investors tackle the biases that may be affecting their investment decisions. Ted introduces us to the low-fee world of robo advice and explains the difference between Bonds undies and Corporate Bonds. Join me in this roving interview as Ted joins the Shares for Beginners team.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investment 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.

  • We are so happy to welcome the wonderful and inspirational Louise Bedford to the podcast. She is a behavioural finance expert who knows her way around a chart, especially candlesticks. We discuss fundamental and technical analysis, charts, support and resistance and lots of practical advice about investing in shares. This is a very visual episode so check out the website for more pictures and explanations to learn about charts, candlesticks and how they reflect human behaviour.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any shares 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.

  • Episode blog post available here.Doug joined me to chat about Sharesight and the services they provide in portfolio record keeping. An important part of share ownership is record keeping.In these interviews I like to gather tips and advice on how the markets work, investment styles and expertise. Doug and I covered:
    The history of SharesightMorningstar researchBenchmarkingTax treatment of ETFs and those gnarly statementsThe changing shape of the financial services industryAnnualised performanceIndex huggingThe features of Sharesight
    Sharesight are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! There’s a 7 day free trial where you can experience the full power of the Sharesight portfolio management. And it’s not just for Australia, I know some of you are listening in countries not lucky enough to be Australia but Sharesight supports 30 of the world’s great exchanges.
    Go to sharesight.com/sharesforbeginners and sign up now for a free trial before taking advantage of 2 free months.
    Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investment 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.

  • Robin Bowerman is the Head of Corporate Affairs at Vanguard Investments Australia and the Vice Chair of the SMSF Association. Vanguard was founded by one of the legends of investing, Jack Bogle. Robin chats with us about the revolutionary style of index investing pioneered by Bogle, the common mistakes made by novice share traders, the Cost Matters Hypothesis and why humans are not emotionally wired to be great investors.
    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.

  • Evan McQuire is a great guy and I really enjoyed meeting him and chatting about the markets. He has a brutally honest view of shares, the markets and investing. Evan is highly experienced in equities, derivatives and financial markets with extensive knowledge of stockbroking and wealth management. We sat down and discussed some key sharemarket concepts like fundamental and technical analysis, broker recommendations and of course, single stock shock. You can contact Evan at www.mfam.com.au or by phone Australia 1300 889 603 International +61 2 8378 7199. Partner & Managing Director at MF & Co. Asset Management which is a boutique investment firm specialising in wealth management, trading and education If you have any questions you'd like me to ask future guests please contact me at www.sharesforbeginners.comShares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any shares 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.

  • Rob Gilmour is a wealth manager helping private clients to understand their money choices. He’s a self-confessed financial nerd and offers a range of skills from accounting and law to financial planning.We discuss:How the actual mechanics of share trading haven’t really changed for many decades even though paper share certificates and graph paper aren't used any more.Own a share and you own a part of a company.How easy it can be to get caught up in hype around a share.The classic text about share trading - Reminisces of a Stock Operator by Edwin Lefèvre a thinly disguised biography of Jesse Livermore who was one of the greatest share traders ever.Managed Funds, ETFs and LICs what do they mean?
    Rob's website is https://wealthsimplicity.com/ if you'd like to have a chat. Don't forget to mention this podcast if you get in touch.Here's a link to the blog post https://www.sharesforbeginners.com/blog/rob-gilmour-wealth-simplicity
    Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.
    Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any shares 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.