Australian Investors Podcast

Nicole Kidd, Managing Director at Schroders RF, shares her extensive expertise in private debt investment. She unpacks the concept of private credit, differentiating it from traditional fixed income and bonds. The discussion includes insights on syndicates, first mortgages, and assessing dividend yields. Kidd emphasizes the importance of due diligence and choosing experienced managers to navigate possible risks in this growing asset class. Listeners will also learn how to effectively incorporate private credit into their retirement portfolios.

Rob Miller, Portfolio Manager at NAOS Asset Management, shares his expertise in long-term growth investments and sheds light on three ASX shares with great potential: Dropsuite Ltd, Hancock & Gore Ltd, and Objective Corp Ltd. The discussion highlights the significance of analyzing management's role, understanding competitive advantages, and the importance of preparation for ASX reporting season. Miller emphasizes the power of patience in small-cap investing and the need for robust customer retention strategies, particularly in tech-driven markets.

Brian Maher, CEO of Aussie Broadband, shares his insights in this engaging discussion. He discusses how a regional startup took on titans like Telstra, growing to 700,000 customers. Maher highlights customer service as a competitive edge, emphasizing a 'no bullshit' philosophy that prioritizes transparency. He elaborates on the company's strategic mergers and acquisitions and the pivotal role of community connections. The conversation also delves into navigating the National Broadband Network transition and offers investor wisdom rooted in real-world experiences.

Discover the must-read books for investing and personal growth in 2025! Listen as hosts share insights from 'Zero to One' and 'The Undoing Project,' emphasizing innovative thinking in finance. They humorously discuss the significance of personal development guides like 'The Richest Man in Babylon' and 'Factfulness.' The conversation dives into the parallels between financial management and parenting, plus addresses retirement planning with a focus on personalized advice. Tune in for valuable tips and engaging listener interactions!

Alec Renehan, co-founder of Equity Mates Media, dives into the fascinating journey of building a finance education platform with his partner, Bryce. He discusses mastering the art of interviewing and the importance of preparation for engaging conversations. Alec explores the evolving landscape of ETFs and their significance in Australia, while reflecting on past interviews that shaped their approach. He shares insights on media independence and the challenges of monetizing a media company, emphasizing the role of community in successful investing.

Qiao Ma, Portfolio Manager at Munro Partners, has an extensive background in finance, including experience at Lehman Brothers. In an engaging discussion, she reveals what truly makes a stock a 'killer' investment. Qiao shares insights on surviving the GFC and why founder-led companies often outperform others. She emphasizes the importance of control in long-term investing and offers thoughtful advice for young investors, underlining the significance of authenticity and mentorship in their financial journeys.

Discover how the wealthy accumulate and manage their fortunes through strategic business ownership and diverse investments. The hosts dive into where they'd allocate a hypothetical $10 million in 2025, balancing personal and community impact. They also tackle the debate between dividend ETFs and growth ETFs, emphasizing the importance of both in investment growth. Plus, learn tips on effectively managing large cash amounts while considering personal circumstances, like the shift to electric vehicles. Join the fun with engaging humor and community interactions!

The hosts delve into the art of setting and achieving financial goals, sharing tips on breaking them down into manageable tasks. They explore what goes wrong with client goals and the importance of aligning them with personal values. The discussion shifts to investing a six-figure inheritance, advocating for diversification and education in financial management. Listeners are guided through the evolving landscape of financial planning, along with insights on navigating market fluctuations and retirement investments, all sprinkled with humor.

Marie Verkakis, an experienced therapist and mental health educator, shares insightful perspectives on the psychology of money. She discusses how our relationship with money affects investments and management. Marie emphasizes identifying personal money issues and the financial superpower that comes from a strong relationship. Listeners learn practical tips for discussing finances with partners and family members, as well as strategies to unpack harmful money habits, ultimately promoting healthier financial interactions.

A thrilling $10,000 investment challenge unfolds, with teams crafting diverse portfolios for 2025. The hosts dissect innovative strategies, spotlighting high-potential sectors like geothermal energy and the Australian resources market. Engaging discussions feature promising stocks, including NVIDIA and ResMed, while emphasizing the importance of balanced investments. Listeners learn about tracking tools and community engagement, all wrapped in a fun and humorous package. The challenge promotes smart investing while reminding everyone to seek professional advice!