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. 

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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. 

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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​).

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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. 

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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. 

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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​).

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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​).

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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​).

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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.

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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 markets

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