David Adams

This week on Masters of the Market we’re joined by the founder of Reminiscent Capital, David Adams. Coming from a ‘traditional’ background in financial markets, David shares his unique insights into the Crypto space, looking at it from the perspective of a macro focussed fund manager. Proudly sponsored by AIA Health. See omnystudio.com/listener for privacy information.

This week on Masters of the Market we’re joined by the founder of Reminiscent Capital, David Adams. Coming from a ‘traditional’ background in financial markets, David shares his unique insights into the Crypto space, looking at it from the perspective of a macro focussed fund manager. Proudly sponsored by AIA Health. See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Gerard Minack

This week on Masters of the Market we’re joined by the founder of Minack Advisors, Gerard Minack. We get to hear some of his incredible insight on the future balance of fiscal and monetary policy, China’s recent crackdown on their own tech firms and what that tells us about their economic priorities, as well as his view on on the inflation v deflation debate. Proudly sponsored by AIA Health. See omnystudio.com/listener for privacy information.

This week on Masters of the Market we’re joined by the founder of Minack Advisors, Gerard Minack. We get to hear some of his incredible insight on the future balance of fiscal and monetary policy, China’s recent crackdown on their own tech firms and what that tells us about their economic priorities, as well as his view on on the inflation v deflation debate. Proudly sponsored by AIA Health. See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Matt Williams

This week on Masters of the Market we’re joined by Portfolio Manager of Airlie Funds Management, Matt Williams. We get to hear his views on finding your investment niche, the importance of trading with conviction, and how founder-led businesses tend to outperform. Proudly sponsored by AIA Health (http://aia.com.au​).See omnystudio.com/listener for privacy information.

This week on Masters of the Market we’re joined by Portfolio Manager of Airlie Funds Management, Matt Williams. We get to hear his views on finding your investment niche, the importance of trading with conviction, and how founder-led businesses tend to outperform. Proudly sponsored by AIA Health (<a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbmZFQnk4X25YR1FkSlpOekhFRGVXaDJWQ2F6QXxBQ3Jtc0treWhvVUx6WDQ5TVE4QVYxVWlEVkFxRFEyeEg3Z3dHeVVIRTJFWVFnWmg1ZWRBSXZmTy1ZUU5ZbkE5a2xtbGNGeFFVNGxXQjd6Z2tJVWJHSGlKSXA2VWZMU25xWGRldUZhM0U4OU1yNEtsb0xrYTZ1aw&amp;q=http%3A%2F%2Faia.com.au" rel="nofollow" target="_blank">http://aia.com.au</a>​).See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Tim Johnston

This week on Masters of the Market we’re joined by the Managing Director of Apollo Capital, Tim Johnston. We get to hear about his transition from traditional funds management to the crypto space, as well as the the incredible conviction needed to push past the crypto-crash of 2018 and their incredible success over the past 12-months. Proudly sponsored by AIA Health. See omnystudio.com/listener for privacy information.

This week on Masters of the Market we’re joined by the Managing Director of Apollo Capital, Tim Johnston. We get to hear about his transition from traditional funds management to the crypto space, as well as the the incredible conviction needed to push past the crypto-crash of 2018 and their incredible success over the past 12-months. Proudly sponsored by AIA Health. See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Dean Fergie

This week on Masters of the Market we’re joined by Director and Portfolio Manager of Cyan Investment Management, Dean Fergie. We get to hear his perspective on the importance of narrative in this market and the relevance of value investing into the future, as well as what excites him about the Aussie small cap space. Proudly sponsored by AIA Health. See omnystudio.com/listener for privacy information.

This week on Masters of the Market we’re joined by Director and Portfolio Manager of Cyan Investment Management, Dean Fergie. We get to hear his perspective on the importance of narrative in this market and the relevance of value investing into the future, as well as what excites him about the Aussie small cap space. Proudly sponsored by AIA Health. See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Paul Wilson

This week on Masters of the Market we’re joined by Co-founder and partner of Balidor Technology Investments, Paul Wilson. We get to hear his insights to the VC space, including  some of his winners and DD red flags, as well as his views on the importance of investing inside your “circle of competence.” Proudly sponsored by AIA Health (http://aia.com.au​).See omnystudio.com/listener for privacy information.

This week on Masters of the Market we’re joined by Co-founder and partner of Balidor Technology Investments, Paul Wilson. We get to hear his insights to the VC space, including  some of his winners and DD red flags, as well as his views on the importance of investing inside your “circle of competence.” Proudly sponsored by AIA Health (<a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbmZFQnk4X25YR1FkSlpOekhFRGVXaDJWQ2F6QXxBQ3Jtc0treWhvVUx6WDQ5TVE4QVYxVWlEVkFxRFEyeEg3Z3dHeVVIRTJFWVFnWmg1ZWRBSXZmTy1ZUU5ZbkE5a2xtbGNGeFFVNGxXQjd6Z2tJVWJHSGlKSXA2VWZMU25xWGRldUZhM0U4OU1yNEtsb0xrYTZ1aw&amp;q=http%3A%2F%2Faia.com.au" rel="nofollow" target="_blank">http://aia.com.au</a>​).See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Vihari Ross

This week on Masters of the Market we’re joined by Head of Research and Portfolio Manager, Vihari Ross from Magellan Financial Group. We get to hear about her actuarial background, Magellan’s Core International Fund and how she uses an “active stock scoring” system to pick and weight stocks. Proudly sponsored by AIA Health (http://aia.com.au​).See omnystudio.com/listener for privacy information.

This week on Masters of the Market we’re joined by Head of Research and Portfolio Manager, Vihari Ross from Magellan Financial Group. We get to hear about her actuarial background, Magellan’s Core International Fund and how she uses an “active stock scoring” system to pick and weight stocks. Proudly sponsored by AIA Health (<a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbmZFQnk4X25YR1FkSlpOekhFRGVXaDJWQ2F6QXxBQ3Jtc0treWhvVUx6WDQ5TVE4QVYxVWlEVkFxRFEyeEg3Z3dHeVVIRTJFWVFnWmg1ZWRBSXZmTy1ZUU5ZbkE5a2xtbGNGeFFVNGxXQjd6Z2tJVWJHSGlKSXA2VWZMU25xWGRldUZhM0U4OU1yNEtsb0xrYTZ1aw&amp;q=http%3A%2F%2Faia.com.au" rel="nofollow" target="_blank">http://aia.com.au</a>​).See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Chris Joye

Masters of the Market is back for 2021 and the first episode of the year is with CIO of Coolabah Capital and columnist for the AFR, Chris Joye. Tune in to hear the method behind Coolabah’s incredible success, what the future of the RBA’s role might look like and his concerns about future conflict with China. Proudly sponsored by AIA Health (http://aia.com.au​).See omnystudio.com/listener for privacy information.

Masters of the Market is back for 2021 and the first episode of the year is with CIO of Coolabah Capital and columnist for the AFR, Chris Joye. Tune in to hear the method behind Coolabah’s incredible success, what the future of the RBA’s role might look like and his concerns about future conflict with China. Proudly sponsored by AIA Health (<a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbmZFQnk4X25YR1FkSlpOekhFRGVXaDJWQ2F6QXxBQ3Jtc0treWhvVUx6WDQ5TVE4QVYxVWlEVkFxRFEyeEg3Z3dHeVVIRTJFWVFnWmg1ZWRBSXZmTy1ZUU5ZbkE5a2xtbGNGeFFVNGxXQjd6Z2tJVWJHSGlKSXA2VWZMU25xWGRldUZhM0U4OU1yNEtsb0xrYTZ1aw&amp;q=http%3A%2F%2Faia.com.au" rel="nofollow" target="_blank">http://aia.com.au</a>​).See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Tom Lambeth

Tom Lambeth is this week’s guest for Masters of the Market, proudly sponsored by AIA Health (http://aia.com.au). Tom is a co-founder and portfolio manager at VP Capital. His stock picks and market insights have earned him a regular spot on the Talk Ya Book series and we take this opportunity to discuss the portfolio construction strategies of his fund.See omnystudio.com/listener for privacy information.

Tom Lambeth is this week’s guest for Masters of the Market, proudly sponsored by AIA Health (<a href="https://www.youtube.com/redirect?q=http%3A%2F%2Faia.com.au&amp;redir_token=QUFFLUhqbGt0MEpfdGllTGtCN0ZRdDJpMWRGMHpudVRtQXxBQ3Jtc0tsbjMzVHRIVGN4ZlJHVGFoZ0hoLXEzeGVVREhpeFE3SkFtMnR6UGNkbFVVU19zMG9wbFlNZGJUUzk5OE5BTHdVMm5ZODh6WG9pci13V1NKSXAxalVWUGhMY3UxVkZRMnUzMzJpTUJhNkdKVWg3Y19IZw%3D%3D&amp;v=FOUZHFnOMhE&amp;event=video_description" rel="nofollow" target="_blank">http://aia.com.au</a>). Tom is a co-founder and portfolio manager at VP Capital. His stock picks and market insights have earned him a regular spot on the Talk Ya Book series and we take this opportunity to discuss the portfolio construction strategies of his fund.See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Matt Haupt

Matt Haupt is this week’s guest for Masters of the Market, proudly presented by AIA Health (aia.com.au). Matt is the portfolio manager for the WAM Leaders LIC. His thinking on macro economics is highly regarded in the industry and we take the opportunity to grill him in detail on what he thinks about the biggest macro issues currently facing the marketsSee omnystudio.com/listener for privacy information.

Matt Haupt is this week’s guest for Masters of the Market, proudly presented by AIA Health (<a href="http://aia.com.au/" rel="nofollow" target="_blank">aia.com.au</a>). Matt is the portfolio manager for the WAM Leaders LIC. His thinking on macro economics is highly regarded in the industry and we take the opportunity to grill him in detail on what he thinks about the biggest macro issues currently facing the marketsSee <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

A podcast giving everyday investors access to the best and brightest minds in the Australian investing landscape.

Chris Judd's Masters Of The Market

Hamish Corlett

This week on Masters of the Market, proudly presented by Honan (https://honan.com.au), Chris sits down with Hamish Corlett. Hamish is the founder of TDM Growth partners, an under the radar fund that has become a dream for all its stakeholders. The assets under management have grown from $1m to $1b today after taking on no institutional money. Returns for investors have been incredible. The evergreen capital structure and TDM’s time horizon has also meant companies TDM invest in have genuine long term capital partners and the staff working at TDM get to work in a world class environment for fund managers. TDM is living proof of the power that a clear values based vision can have when everyone buys in.See omnystudio.com/listener for privacy information.

This week on Masters of the Market, proudly presented by Honan (<a href="https://honan.com.au" rel="nofollow" target="_blank">https://honan.com.au</a>), Chris sits down with Hamish Corlett. Hamish is the founder of TDM Growth partners, an under the radar fund that has become a dream for all its stakeholders. The assets under management have grown from $1m to $1b today after taking on no institutional money. Returns for investors have been incredible. The evergreen capital structure and TDM’s time horizon has also meant companies TDM invest in have genuine long term capital partners and the staff working at TDM get to work in a world class environment for fund managers. TDM is living proof of the power that a clear values based vision can have when everyone buys in.See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Scott Williams

In this episode I sit down with Scott Williams - a future star of the Australian funds management landscape. His hedge fund is only 1 year old and based out of WA. In this podcast Scott details the tactics he uses in analysing companies, his varied investing philosophies and much more.See omnystudio.com/listener for privacy information.

In this episode I sit down with Scott Williams - a future star of the Australian funds management landscape. His hedge fund is only 1 year old and based out of WA. In this podcast Scott details the tactics he uses in analysing companies, his varied investing philosophies and much more.See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Nick Griffin

In tonight's episode of Masters of the Market Chris sits down with Nick Griffin from Munro Partners. Nick has long been admired for his ability to pick long term trends in the global economy. Munro’s Global Growth Fund has returned annualised returns since inception of 13.2% and has continued to perform strongly through the recent volatility. See omnystudio.com/listener for privacy information.

In tonight's episode of Masters of the Market Chris sits down with Nick Griffin from Munro Partners. Nick has long been admired for his ability to pick long term trends in the global economy. Munro’s Global Growth Fund has returned annualised returns since inception of 13.2% and has continued to perform strongly through the recent volatility. See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

This week on the show I’m joined by Ed Peter from Duxton Asset Management. Ed has exposure to broadacre farms, water rights and other agricultural products making his point of view to the other fund managers I’ve caught up with. Listen out for Ed’s view on inflation, AI and the coming risks he sees facing the economy.See omnystudio.com/listener for privacy information.

This week on the show I’m joined by Ed Peter from Duxton Asset Management. Ed has exposure to broadacre farms, water rights and other agricultural products making his point of view to the other fund managers I’ve caught up with. Listen out for Ed’s view on inflation, AI and the coming risks he sees facing the economy.See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Ed Peter

Todd Barlow

This week features Todd Barlow - The CEO of Washington H. Soul Pattinson. Soul Patts is the second oldest listed company on the ASX, originally hitting the boards in 1903. Todd runs us through his investing philosophies, the importance of non-correlated assets and much more.See omnystudio.com/listener for privacy information.

This week features Todd Barlow - The CEO of Washington H. Soul Pattinson. Soul Patts is the second oldest listed company on the ASX, originally hitting the boards in 1903. Todd runs us through his investing philosophies, the importance of non-correlated assets and much more.See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Ben Griffiths

In tonight’s episode of Masters of the Market we’re incredibly lucky to sit down with Ben Griffiths from Eley Griffiths Group. Ben has worked in markets since the 1987 crash and is uniquely placed to give invaluable insights into how to manage money through a crisis like we’re currently experiencing as well as a view on what comes next.See omnystudio.com/listener for privacy information.

In tonight’s episode of Masters of the Market we’re incredibly lucky to sit down with Ben Griffiths from Eley Griffiths Group. Ben has worked in markets since the 1987 crash and is uniquely placed to give invaluable insights into how to manage money through a crisis like we’re currently experiencing as well as a view on what comes next.See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Peter Cooper

Tonight on the first instalment of Masters of the Market for Season 2, Chris sits down with one of Australia’s most highly regarded investors, Peter Cooper from Cooper Investors. His CI Brunswick Fund of which he is still charged with managing directly has returned investors an annualised gain of 16.79% since inception in 2004. However, Peter’s influence across the Australian investing landscape is much greater than the single performance of any of the Cooper Investors funds. Countless successful fund managers have cut their teeth learning how to invest the “Cooper’s way" before going on to start high performing funds of their own, speaking volumes about the culture that Peter and his team have been able to create at CI.See omnystudio.com/listener for privacy information.

Tonight on the first instalment of Masters of the Market for Season 2, Chris sits down with one of Australia’s most highly regarded investors, Peter Cooper from Cooper Investors. His CI Brunswick Fund of which he is still charged with managing directly has returned investors an annualised gain of 16.79% since inception in 2004. However, Peter’s influence across the Australian investing landscape is much greater than the single performance of any of the Cooper Investors funds. Countless successful fund managers have cut their teeth learning how to invest the “Cooper’s way" before going on to start high performing funds of their own, speaking volumes about the culture that Peter and his team have been able to create at CI.See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

David Williams

This week on Masters of the Market, Chris sits down with David Williams. While many investors in Australia may not have heard of David Williams, most would be well versed in some of the companies that he’s put together. By combining skills he’s developed through running boutique investment bank Kidder Williams along with his ability to see opportunities that others don’t, have led him to becoming one of the smartest investors in the country. Tune in to hear the full chat. See omnystudio.com/listener for privacy information.

This week on Masters of the Market, Chris sits down with David Williams. While many investors in Australia may not have heard of David Williams, most would be well versed in some of the companies that he’s put together. By combining skills he’s developed through running boutique investment bank Kidder Williams along with his ability to see opportunities that others don’t, have led him to becoming one of the smartest investors in the country. Tune in to hear the full chat. See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Stephen Arnold

In tonight’s Masters of the Market we sit down with Stephen Arnold from Aoris Investment Management and get an inside view of why Morningstar rated them Australia’s number 1 international value fund in 2019. Stephen is considered and clear in his thinking and has a skill in blocking out the outside noise or “stories” as he calls them that occupies the investment landscape.See omnystudio.com/listener for privacy information.

In tonight’s Masters of the Market we sit down with Stephen Arnold from Aoris Investment Management and get an inside view of why Morningstar rated them Australia’s number 1 international value fund in 2019. Stephen is considered and clear in his thinking and has a skill in blocking out the outside noise or “stories” as he calls them that occupies the investment landscape.See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

David Wright

This week on Masters of the Market, Chris sits down with David Wright. David is a successful entrepreneur in the Australian finance industry founding Zenith Investment Partners. Zenith provide investment research to industry professionals on funds, meaning that few have the level of insight into what makes a great fund and a great investor than what David possesses.  (Recording date 25.02.20).See omnystudio.com/listener for privacy information.

This week on Masters of the Market, Chris sits down with David Wright. David is a successful entrepreneur in the Australian finance industry founding Zenith Investment Partners. Zenith provide investment research to industry professionals on funds, meaning that few have the level of insight into what makes a great fund and a great investor than what David possesses.  (Recording date 25.02.20).See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

What is this?
1 quote, 3 ideas & 1 question from a carefully curated podcast episode.
Every Monday & Wednesday.

Want a 3rd insight and episode every week? Email me at curation@owltail.com.

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The best podcasts on investing. For anyone interested in the stories in the investing industry, whether it's an interview with Ray Dalio or Ed Thorp to the writer of The Big Short. This topic includes the most fascinating stories from all the best investors. Add episodes you're interested into your queue below!