Basis Points

$3.5 to $5 trillion is set to change hands in Australia by 2034.

For advisers, this is a once-in-a-generation client acquisition opportunity.

In this episode, Ally Selby sits down with Candice Bourke, Senior Investment Adviser at Shaw & Partners, who has built a $600 million advice business alongside Felicity Thomas. Candice how advisers can position themselves to capture intergenerational wealth- particularly as more women take an active role in their financial future.

She also unpacks how she’s guiding clients through today’s market volatility, including her “traffic light” framework for decision-making, and why communication, not portfolio changes, is often the most valuable lever in uncertain times

In this episode:

00:00:00 The $5 Trillion Wealth Shift

00:02:57 Scaling A $600 Million Book

00:05:25 Closing The Gender Wealth Gap

00:07:58 Capturing The Next Generation

00:12:01 AI Versus Human Advice Edge

00:15:40 Investing Through Market Chaos

00:20:12 What Clients Need Most Now

This episode was recorded 23rd March 2026

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).

Complete the quiz here to claim your points.

0.5 Total Hours

Knowledge Requirements: Practice Management (0.50 hour)

Legislated CPD Area: Client Care & Practice (0.50 hour)

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Want more Basis Points?

• Sign up to the Basis Points email
• Join the conversation on LinkedIn
• Watch all episodes in full and relive some of our favourite clips on YouTube

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Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

What does it take to deploy $15 billion into the industries that will define Australia's economic future? This week’s guest is uniquely placed to answer that.

Mary Manning is the inaugural Chief Investment Officer of the Albanese government's National Reconstruction Fund. In this episode we discuss the seven key sectors identified as “engines of growth” for the Australian economy over the next 20 years, and how advisers (and their clients) can get exposure.

In this episode:

00:00 Introduction & Career Journey

02:11 NRF Purpose Explained 04:39 Investment Process Breakdown

07:42 Strategy & Deal Flexibility

10:21 Priority Sectors RED TRAM

14:01 Defense & Growth Themes

16:49 VC Strategy & Collaboration

19:29 Listed Market Opportunities

23:59 Long-Term Vision & Accountability

📈 Stocks and ETFs Mentioned:

Macquarie Technology Group (ASX: MAQ), Liontown Resources Ltd (ASX: LTR), Arafura Resources Ltd (ASX: ARU, Alpha HPA Ltd (ASX: A4N), Harrison AI (Private), Gilmore Space (Private)

This episode was recorded on the 17th March 2026.

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).

Complete the quiz here to claim your points.

0.5 Total Hours

Knowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour)

———

Want more Basis Points?

• Sign up to the Basis Points email
• Join the conversation on LinkedIn
• Watch all episodes in full and relive some of our favourite clips on YouTube

———

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

In this episode, we're joined by Paul Burgon, the Managing Partner and CIO of Lipman Burgon & Partners, who ranked #4 in the 2025 Barron's Top Adviser List.

Burgon argues the biggest concern facing his clients is the “third-generation curse” - and he may just have the cure advisers are looking for.

In this episode:

00:00 Introduction

01:05 Paul’s Career Journey

03:38 Growing to $3B AUM

06:40 Trust and Succession Model

08:23 Deep Client Relationships

09:38 Scaling Without Sacrificing Quality

12:23 Engaging Next Generation Clients

15:09 Real Client Challenges Today

17:20 Sudden Wealth Case Study

18:41 AI’s Impact on Advice

23:18 Oil Prices and Markets

📈 Stocks and ETFs Mentioned:

Goldman Sachs Group, Inc. (NYSE: GS)

National Australia Bank Limited (ASX: NAB)

Investec Group (JSE: INP)

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).

0.50 Total Hours

Knowledge Requirements: Practice Management (0.50 hour) | Legislated CPD Area: Client Care & Practice (0.50 hour)

Complete the quiz here to claim your points.

———

Want more Basis Points?

• Sign up to the Basis Points email
• Join the conversation on LinkedIn
• Watch all episodes in full and relive some of our favourite clips on YouTube

———-

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

For years, cryptocurrencies had been cast aside as the speculative Wild West of the investment world.

But something has quietly shifted in the last two years.

That’s according to Global X ETFs Investment Strategist Justin Lin, who argues that the asset class has moved away from its retail-driven origins to become an increasingly institutionalised asset class.

While our host, Ally Selby, has long been a sceptic, somehow, Lin convinced her that cryptocurrencies should no longer be seen as the playground for scammers and fraudsters, but a regulated ecosystem with assets worthy of a place in strategic portfolios. Learn why in this episode.

Chapters:

00:00 Introduction 01:16 Crypto Goes Institutional 03:02 ETFs and Adoption Drivers 05:06 Market Maturity and Volatility 07:06 Halving Cycle and Volatility 10:06 Bitcoin Value Debate 13:20 Australia vs Global Trends 15:44 Regulation and Market Impact 17:14 Bitcoin vs Ethereum Roles 19:46 What Drives Crypto Prices 23:06 Catalysts and Future Outlook 27:35 Allocation and Final Takeaways

📈 Stocks and ETFs Mentioned:

Apple Inc. [NASDAQ: AAPL]

Global X 21Shares Bitcoin ETF [CBOE: EBTC]

Global X 21Shares Ethereum ETF [CBOE: EETH]

Thanks to CBOE APAC for sponsoring this episode. For more information about the CBOE listed Global X 21 Shares Bitcoin ETF (CBOE: EBTC) , head here or the Global X 21 Shares Ethereum ETF (CBOE: EETH), head here. 

This episode was recorded on the 3rd of March 2026.

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).

Complete the quiz here to claim your points.

0.5 Total Hours Knowledge Requirements: Generic Knowledge (0.50 hour) Legislated CPD Area: General (0.50 hour)

———

Want more Basis Points?

• Sign up to the Basis Points email
• Join the conversation on LinkedIn
• Watch all episodes in full and relive some of our favourite clips on YouTube

———

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Hosted on Acast. See acast.com/privacy for more information.

Kerr Neilson, the legendary contrarian investor behind Platinum, lays out a bold case for why the next decade may belong not to AI darlings.

He argues markets are entering a period of profound disruption, pointing to geopolitical fragmentation, war in the Middle East, and fragile global oil supply as long-term threats- warning these forces are reshaping markets.

Beyond the macro themes, he offers practical insights for advisers: the dangers of crowded trades, the inefficiencies created by passive investing, and the importance of contrarian thinking in an ETF-dominated world.

His message is clear. The biggest opportunities often lie where capital has been scarce.

In this episode:

00:00 Why Contrarian Investing Still Works

03:00 Where ETF Crowding Creates Opportunity

06:00 How Oil Shocks Could Reshape Portfolios

08:42 Balancing Gold, Cash And Real Assets

11:20 What Samsung And Platinum Signal

16:10 Where Advisers May Find Mispriced Value

📈 Stocks and ETFs Mentioned:

Samsung (KRX: 005930)

Impala (JSE: IMP)

Petrobras (NYSE: PBR)

Sky Metals (ASX: SKY)

Valterra Platinum (JSE: VTR)

🎟️ Join us at the Basis Points Boat Party, get your tickets here.

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).

0.50 Total Hours

Knowledge Requirements: Managed Investments (0.50 hour) | Legislated CPD Area: Technical Competence (0.50 hour)

Complete the quiz here to claim your points

———

Want more Basis Points?

• Sign up to the Basis Points email
• Join the conversation on LinkedIn
• Watch all episodes in full and relive some of our favourite clips on YouTube

———-

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

We have an exciting announcement- meet the new host of Basis Points; Ally Selby.

It’s been one year of Basis Points, and what a year it’s been! We reflect on some of the highlights so far and usher in a new (and we think improved) era of the show.

A new host, even bigger guests, weekly episodes and live events to look forward to.

Links Mentioned:

🎧 Listen to the Magunthan Siva episode here

🎟️ Join us at the Basis Points Boat Party, get your tickets here.

📥 Got a suggestion or a question for the show? Get in touch with Ally on Linkedin here or use the contact form on our website

———

Want more Basis Points?

Sign up to the Basis Points email

Join the conversation on LinkedIn

Watch all episodes in full and relive some of our favourite clips on YouTube

———

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Crypto. Rates. AI debt. Green bonds.

In this episode, Chris Joye, CIO of Coolabah Capital, lays out a macro view that cuts against consensus.

He calls Bitcoin “pure Ponzi”, makes the case for re dollarisation not de dollarisation, and warns AI driven CapEx could be understated as hyperscalers ramp up debt issuance.

We also unpack Coolabah’s active bond trading model and the Global Carbon Leaders Fund, which targets green bond mispricings with floating rate exposure and enhanced yield.

In this episode:

00:00 Bitcoin, Bonds & Big Claims

03:01 Bitcoin Sell-Off Breakdown

07:44 Re-Dollarization Over De-Dollarization

11:44 Fed Pivot and 5% Yields

14:45 AI CapEx Debt Supercycle

18:04 RBA Rate Hike Warning

22:44 Capital Gains & Tax Reform

24:05 Inside Coolabah’s Trading Edge

26:53 Global Carbon Leaders Explained

30:24 Monetising New Issue Concessions

32:10 ESG Stigma vs Performance

34:00 Portfolio Fit for Advisers

📈 Stocks and ETFs Mentioned: Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Global Carbon Leaders Fund (CBOE: CBNX), META (NASDAQ: META), Microsoft (NASDAQ: MSFT)

🎟️ Join us at the Basis Points Boat Party, get your tickets here.

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA):

0.50 Total Hours

Knowledge Requirements: Economic Environment (0.25 hour), Managed Investments (0.25 hour) | Legislated CPD Area: Technical Competence (0.25 hour), General (0.25 hour)

Complete the quiz here to claim your points.

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Thanks to CBOE APAC for sponsoring this episode. For more information about the CBOE listed Global Carbon Leaders fund (CBOE: CBNX), head here

———

Want more Basis Points?

• Sign up to the Basis Points email
• Join the conversation on LinkedIn
• Watch all episodes in full and relive some of our favourite clips on YouTube

———-

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Commodity markets are back in focus.

Gold has more than doubled in recent years. Lithium has flipped from surplus to deficit and iron ore continues to quietly underpin the Australian economy.

So, is this the start of something bigger, like a commodity super-cycle?

In this episode, we’re joined by Greg Cassidy, Senior Analyst at Milford, to unpack the forces driving the global resource rally and what it means for adviser portfolios.

We cover:

• The three macro forces behind the surge: deglobalisation, decarbonisation and AI.
• The outlook for LNG.
• Why iron ore still matters most for Australia’s budget and equity index.
• Greg’s key takeaway for advisers: why “you should own resources” and how to think about active vs passive exposure in a volatile sector.

Chapters:

00:00:00 Introduction

00:04:10 Three Drivers Of The Rally

00:09:05 Supply Constraints And M&A Activity

00:11:04 Australia In The US China Split

00:14:13 Gold And Real Assets

00:16:18 Commodities To Watch Now

00:18:23 Copper’s Structural Deficit

00:20:10 Lithium Volatility Explained

00:22:32 LNG Supply And Demand

00:25:34 Australia’s Key Export Exposures

00:29:56 Portfolio Positioning For Advisers

00:33:43 Avoiding Resource Investing Mistakes

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

0.05 Total Hours

Knowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour)

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Before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at https://milfordasset.com.au/documents-and-forms/

You can read the full disclaimer at https:/milfordasset.com.au

———

Want more Basis Points?

Sign up to the Basis Points email

Join the conversation on LinkedIn

Watch all episodes in full and relive some of our favourite clips on YouTube

———

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Milford Australian Absolute Growth Fund, Milford Corporate Bond Plus Fund, Milford Australian Active 100 Fund, and Milford Dynamic Small Companies Fund. Before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at https://milfordasset.com.au/documents-and-forms/

Hosted on Acast. See acast.com/privacy for more information.

2025 saw global markets outside the US outperform and Betashares’ Cameron Gleeson believes that trend is far from over.

We sat down with Cam, Senior Investment Strategist at Betashares, to unpack the macro and market forces that could see Europe, Japan, and emerging markets lead the charge in 2026.

You’ll learn:

• Why the US may lag despite strong earnings growth
• Europe’s policy pivot and Japan’s inflation comeback
• The emerging markets getting Cameron most excited
• Currency hedging strategies and portfolio positioning for 2026

Chapters:

00:00:00 The Case For Looking Beyond The US

00:04:07 Why 2025 Rewarded Ex US Positioning

00:08:24 When Currency Moves Drive Real Returns

00:10:48 The Macro Setup Heading Into 2026

00:16:20 Japan’s Turn From Laggard To Leader

00:22:01 Where Emerging Markets Still Make Sense

🔍 Links Mentioned: Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 

📈 Stocks & ETFs Mentioned: Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Betashares Japan Currency Hedged ETF (ASX: HJPN), BHP Group (ASX: BHP), Microsoft (NASDAQ: MSFT)

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

0.05 Total Hours

ASIC Knowledge Requirements: Securities (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour)

———

Want more Basis Points?

Sign up to the Basis Points email

Join the conversation on LinkedIn

Watch all episodes in full and relive some of our favourite clips on YouTube

———

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

”Conventional wisdom will tell you that the lowest risk portfolio you can have is to have 70% of your assets in one country…that's a violation of common sense.”

Ben Preston Portfolio Manager at Orbis Investments, warns that in markets dominated by a handful of mega-caps, portfolios that look diversified on the surface- may be carrying far more risk than advisors realise. 

We sat down with Ben to unpack where diversification breaks down and find out how advisors can better identify this hidden concentration risk. 

In this episode, you’ll learn:

• How benchmark alignment can increase portfolio risk in narrow markets.
• Why historical bubbles reveal the dangers of perceived diversification.
• Practical ways to assess diversification across geographies, styles, and currencies.

Chapters:

00:00:00 – Rethinking Portfolio Diversification Risk

00:05:45 – Understanding Today’s Narrow Market

00:09:01 – Benchmarking And Concentration Exposure

00:14:15 – Defining Diversification Across Scenarios

00:18:52 – Broadening AI Exposure Beyond The US

00:22:11 – Currency Management As A Portfolio Input

📈 Stocks and ETFs Mentioned: NVIDIA, META, SK Hynix Inc. SK Square Co. Ltd, ASML. TSMC, Alphabet, Next Plc, PDD Holdings.

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

0.5 Total Hours 

Knowledge Requirements: Managed Investments (0.50 hour)

Legislated CPD Area: Technical Competence (0.50 hour)

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This episode has been sponsored by Orbis Investments.

If you would like to learn more about Orbis’ contrarian investment approach can offer a true point of diversification when constructing client portfolios, click here.

Thank you to Orbis for helping us keep all of our content free and accessible.

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Want more Basis Points?

Sign up to the Basis Points email

Join the conversation on LinkedIn

Watch all episodes in full and relive some of our favourite clips on YouTube

———

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.