In the book Shopping for Shares, Tracey Edwards presents the 6 steps she uses to find companies to invest in. In this episode, we break down this 6 step checklist, define the key terms and explain what she's looking for. While we don't necessary agree with her whole approach, it is important to consider how different investors approach finding investable companies. As always, we also discuss what we've learnt in the past week and chat about some of the companies we're keeping an eye on. In this episode you will learn: • Another reason we're so lucky to live in Australia • Tracey Edwards' 6-step stock screener • Some key definitions of stock market terms • 5 companies UBS predict will have a great 2018 • Why Alec's been thinking a lot about German dog food • An Australian software company that is trying to take on the world Stocks and Resources Discussed: • Shopping for Shares: The Everyday Woman's Guide to Profiting from the Stock Market - Tracey Edwards • Adacel Technologies (ASX: ADA) • AGL Energy (ASX: AGL) • Aristocrat Leisure (ASX: ALL) • BHP Billiton (ASX: BHP) • Origin Energy (ASX: ORG) • QANTAS Airways (ASX: QAN) • Woolworths (ASX: WOW) • Zooplus AG (ETR: DO1) • Credit Suisse Global Wealth Report 2017 • UBS names its best bets for 2018 (article behind paywall)

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In the second part of our interview with Michael Dee we discuss his experience during the 2008 Global Financial Crisis. As most investors fled from equity markets, Michael was gathering investors to start his own fund. In this interview we discuss what he saw that led him to predict a market crash, and what he learnt from that experience. Before listening to this episode make sure you check out Part 1 of our interview with Michael Dee In Part 2 of the interview you will learn: • Why Michael quit his job in 2007 to start his own fund • How his fund managed to outperform the market and most other funds in its early years • Some of the key indicators Michael sees as pointing to another financial crisis • Why Michael doesn't recommend reading books about investing • The key pieces of advice he thinks all young investors should follow • His answer to a listener question about Volatility Stocks and Resources Discussed: • Pythagoras Investing website • 12 Early Indicators of the next GFC • Equity Mates & Bellmont Securities Win $500 Competition

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Michael Dee sees markets differently to a lot of other investors. In 2008 while the global banking system was collapsing and investors panicked, Michael quit his job at the Queensland Investment Corporation to start his own fund. In the 10 years since Michael has established a unique way of timing the market by using volatility as a indicator for market events. In this two part interview with Michael we discuss his investing journey and get his thoughts on a number of different issues affecting markets today. His unique perspective was clear in this interview, and we walked away with a lot to think about. In part 1 of this interview you will learn: • The meaning and importance of IPO windows • Why Michael reads company prospectuses back to front (A prospectus is the document a company releases before they list on the share market) • What Michael sees as 'the investors dilemma' and how he helps investors solve it • The effect North Korea's missile testing will have on markets • Michael's unique perspective on China • What all Australians should know about the Chinese economy Stocks and Resources Discussed: • Pythagoras Investing website • 12 Early Indicators of the next GFC • The Real Super Power is China • Stock Market Cultural Chasm - Eastern versus Western Logic

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Trying to save without sacrificing your current lifestyle is often one of the biggest hurdles you will probably have to overcome in order to hit your savings goals. However George Lucas, CEO of Acorns Australia, believes that his company's micro-investing app Acorns is the perfect tool that not only helps you save without feeling the pinch but also helps to improve your understanding of the markets and your financial literacy. This week Bryce sits down with George to dissect his investing career and Acorns. In this episode you will learn: • The best way to use Acorns, according to the CEO • How George buys high, sells low (controversial, I know!) • What George wishes people understood about the financial markets • How markets have changed overtime • How to build resilience in your portfolio Stocks and resources discussed: • The Fountainhead - Ayn Rand (George's 'must read' book) • Acorns Australia Website

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There is a lot of jargon and terminology in investing that can get confusing and sometimes off-putting. EPS, ROE, D/E - what do they all mean? These are just a few of many acronyms and terminology that is used when investors look to understand a company. You may never have heard of them, or may have but find them too complex to understand, but they are very important. That's why in this episode we break them up for you, so you don't have to. We look at 5 key metrics that are used industry wide, and provide you with simple explanations and examples. In this episode you will learn: • How the US bank system is still rife with fraudulent activity • One Belt, One Road - the trillions of dollars China is investing across the globe • 5 key metrics all investors use to help them value, and analyse a company • What stocks are on the watch list of Bryce and Alec Stocks and resources discussed: • Bellamy's Australia Ltd (ASX: BAL) • A2M Company (ASX: A2M) • Altium (ASX: ALU)

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For most AFL fans, Ted Richards is a household name. After being drafted to the Essendon Football Club and then being traded to the Sydney Swans, Ted enjoyed an unbelievable career that included a spot in the 2012 All-Australian team, playing in 3 grand finals and winning a premiership in 2012. While he was playing, Ted also finished a Masters of Finance and developed a passion for investing. In this episode we discuss this passion and what life after football is like for Ted. In this episode you will learn: • Ted's 4 point checklist for analysing potential investments • How Ted balanced the demands of professional football with his interest in investing • What an 'Automated Investment Management Service' is and how they differ from traditional financial advisors • Ted's approach to finding information related to companies and markets • Ted's pick for the AFL Grand Final Stocks and Resources Discussed: • Books mentioned: • One Up on Wall Street - Peter Lynch • The Most Important Thing - Howard Marks • Bulls, Bears & a Croupier - Matthew Kidman • Hedgehogging - Barton Biggs • Stocks Discussed: • Catapult Australia website • Six Park website • The Richards Report iTunes page

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For Australians, there is probably no name or face more synonymous with investing and financial journalism than Alan Kohler. A long history of financial journalism has culminated in Alan doing the financial section of the 7 o'clock ABC news, and being known for his weekend overviews. In my house growing up, the 7 o'clock news was always watched, and Alan was known as the 'graph man' as he has become known for the interesting and insightful charts he shows viewers. Prior to being the face of finance on the ABC, Alan has had a long and storied career in financial journalism, including a stint as editor of the Australian Financial Review from 1985 to 1988. We were lucky enough to sit down with Alan and discuss all things investing. In this episode you will learn: • Why Alan is disgusted with Warren Buffett • Alan's unique idea for dealing with automation • Alan's favourite chart and why he uses charts on ABC News • The differences between markets in the 1980's and now • His thoughts on the dividends Australian companies pay • His thoughts on Australia's housing market Stocks and Resources discussed: • Alan's Must Read Books • Tipping Point - Malcolm Gladwell • Nasim Taleb - Black Swan • Nasim Taleb - Antifragile • Alan's Favourite Chart - 3000 BC Interest Rates • Alan's 3 Australian Articles • Land Tax: It might be time to tax land, instead of income • Dividends: Dividend imputation encourages large payouts and curbs innovation • Indexes: ETFs turn stockmarket into the ultimate Ponzi scheme

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Knowing what style of investing works for you, so you can minimise you risk and maximise your returns, is one of the most important things any investor needs to know. It's all about playing to your strengths. Ideas and techniques rapidly change, and everyone has their own opinion on what makes a good investment. It's an individual game. This episode we look at what we think are the five main umbrellas of investing. In this episode you will learn: • What the five main styles of investing are • The key differentiating characteristics between styles • Some of the huge wins and losses from the greatest investors of these styles • Tips to help you find what style works for you Stocks and resources discussed: • Buffettology - Mary Buffett • Shopping for Shares - Tracey Edwards

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It's that time of year again - reporting season! At the end of each financial year all publicly listed companies have to report their results. Did they make money or did they lose? All is revealed during this time of year. Alsom find out if your financial literacy skills will put you in the TOP 30% of America! In the episode you will learn: • What reporting season is • Why it is important, and what it could mean for you • Which companies have done well, and which haven't • Does profits always equal a rise in share price? • Expectations vs Reality • Are you smarter than 70% of Americans Stocks and resources discussed: • Commonwealth Bank of Australia (ASX: CBA) • Domino's Pizza Enterprises (ASX: DMP) • Carsales.com (ASX: CAR) • REA Group Ltd (ASX: REA) • Transurban Group (ASX: TCL)

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It's time to answer all your questions! Over the past few months we've had a number of listeners write in asking questions such as "How do I buy a stock?", "What should I look for in a brokerage platform?". We answer these plus many more. By the end of this episode you'll know everything you need to get started! In this episode you will learn: • Tips for saving, and tools to help you • Brokerage platforms - how to find one and what to look for • Three basic ways you can invest in the market • The easiest ways to find a company to invest in Stocks and resources discussed: • Gateway Lifestyle (ASX: GTY) • PM Capital Fund (ASX: PGF) • Australian Agricultural Company (ASX: AAC) • Betashares Australian Equities Bear ETF (ASX: BEAR) • Beta NASDAQ 100 (ASX: NDQ) • Afterpay Touch Group (ASX: APT)

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