US reporting season has delivered a very different picture to Australia, with earnings growth accelerating across the S&P 500 and many companies continuing to beat expectations.

In this episode of Making Cents of It All, co-hosts ⁠Kenneth Beanland⁠ and ⁠Louis Dooley⁠ look at what is driving the strength of the US market and ask whether valuations are really as stretched as they appear. They explore the relationship between earnings growth and share prices, the continued strength of the technology sector, and the risks that could challenge the outlook, from rising capital expenditure to the sustainability of current margins.

They also take a closer look at Palantir and Salesforce, and what their latest results reveal about AI, software and where investors are finding opportunities in a changing market.

Reach out to us at ⁠[email protected]⁠ with any questions, feedback or topic requests.

The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision, we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.

In this episode of Making Cents of It All, co-hosts Kenneth Beanland and Louis Dooley review the 2026 Australian reporting season and what the latest company results are signalling for investors.

They discuss:

• The rebound in healthcare and continued strength across parts of the resources sector
• Why financials, property and discretionary retail came under pressure
• What earnings growth, margins and softer FY27 guidance are telling us about the outlook
• Why share price reactions around company results are becoming more pronounced
• How they are approaching opportunities that emerge after companies report
• Where they are remaining selective across banks, gold producers and individual companies

They also look at how the latest results are shaping portfolio decisions as investors navigate higher inflation, household pressures and an uncertain earnings outlook.

Reach out to us at [email protected] with any questions, feedback or topic requests.

1. The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision, we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.

In this episode of Making Cent of it All, co-hosts Kenneth Beanland and Louis Dooley review the past financial year and share their FY27 market outlook, including how they are positioning portfolios for the 2026–27 financial year.

They discuss:

• Why global equities are becoming a greater focus
• The case for Australian fixed income
• Valuations and concentration within the Australian sharemarket
• How the AI investment theme may shift from infrastructure build-out to broader adoption
• The potential roles of gold, copper and cash in diversified portfolios
• Emerging opportunities across Asia, Europe and global quality companies

Read the full Vincents FY27 Market Outlook report here.

Reach out to us at [email protected] with any questions, feedback or topic requests.

The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision, we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.

In this episode of the Making Sense of It All podcast, co-hosts Kenneth Beanland and Louis Dooley unpack a volatile few weeks across global markets and break down the latest ASX reporting season.

They discuss the impact of the Iran-driven oil shock, movements in gold and copper and what these signals mean for global growth and inflation.

They also examine the strength of the Australian dollar, the role of interest rate differentials and why Australia may be positioned as a relative safe haven. Finally, they outline a more defensive portfolio tilt and the importance of deploying cash during market pullbacks.

Reach out to us at  [email protected]with any questions, feedback or topic requests.

The information contained in this podcast should not beinterpreted as advice. It is general in nature and does not take into accountyour individual financial situation or needs and should not be relied upon.Before making any investment, insurance, tax, property or financial decision werecommend you consult with a licensed professional adviser to consider yourunique circumstances. Guests appearing on this podcast may have a commercialrelationship with the companies mentioned.

In this episode of the Making Cents of it All podcast co-hosts, Kenneth Beanland and Louis Dooley outline their 2026 market outlook. They discuss a strengthening Australian dollar , a tactical rotation into commodities and gold , alongside opportunities in building materials and quality discretionary names. They also discuss the "K-shaped" U.S. economy and potential growth in Europe and Asia Markets.

Dive deeper into the insights and access the full report here.

Dive deeper into the insights and access the full report here.

In this episode of the Making Cents of it All podcast, co-hosts Kenneth Beanland and Louis Dooley unpacking market performance across domestic & global equities as well as the broader capital markets environment. They run through what drove returns in global equities, why it felt so volatile despite strong numbers, and how the story broadened beyond the Magnificent Seven. They compare US and Australian sector performance, call out a few surprise winners and laggards, and unpack what currency moves meant for unhedged investors.

The episode also revisits popular market calls – reviewing the results of their VCM 2025 outlook from the start of the year, highlighting played out, what didn’t and the lessons investors can take into 2026.

Reach out to us at ⁠⁠[email protected]⁠⁠ with any questions, feedback or topic requests.

The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.

In this episode of the Making Cents of it All podcast, co-hosts ⁠⁠⁠Kenneth Beanland⁠⁠⁠ and ⁠⁠⁠Louis Dooley⁠⁠⁠ discuss how George Soros' theory of reflexivity has shaped markets throughout history and how we are seeing an eerily similar reflexive pattern unfolding in today's artificial intelligence infrastructure buildout. They talk through the circular financing among the markets hyperscalers, unprecedent capital expenditure and the self-reinforcing positive feedback loop underway. They discuss why this time is now different and why we may be approaching the inflection point with fundamentals unable to justify the spending and what a bust sequence may look like in the coming periods. 

Reach out to us at ⁠[email protected]⁠ with any questions, feedback or topic requests.

The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.

In this episode of the Making Cents of it All podcast, co-hosts ⁠⁠Kenneth Beanland⁠⁠ and ⁠⁠Louis Dooley⁠⁠ wrap up the August ASX reporting season, one of the most eventful and volatile periods on the market for some time. They discuss the standout performance of the consumer discretionary sector, the hurdles facing healthcare and the shift of capital into small and mid cap companies. They also unpack earnings revisions, valuations and dividend trends, highlighting where opportunities and potential pitfalls exist in the market.

Reach out to us at [email protected] with any questions, feedback or topic requests.

The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.

In this episode of the Making Cents of it All podcast, co-hosts ⁠⁠⁠Kenneth Beanland⁠⁠⁠ and ⁠⁠⁠Louis Dooley⁠⁠ take a look at the FY26 market and economic outlook. They explore economic forecasts for Australia, the US, and global markets, alongside insights into capital markets and the investment landscape.

Download the full update here.

Connect with Kenneth on ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠

Connect with Louis on ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠

Reach out to us at ⁠⁠⁠⁠[email protected]⁠⁠⁠⁠ or on LinkedIn with any questions, feedback or topic requests.

The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.

In this episode of the Making Cents of it All podcast, co-hosts ⁠⁠Kenneth Beanland⁠⁠ and ⁠⁠Louis Dooley⁠⁠ explore how aggressive interest rate expectations and moderating inflation are reshaping global markets.They break down the dislocation between Australian financials’ earnings expectations and valuations, the resilience of US tech earnings and why real assets might offer more stability and upside in today’s uncertain markets.

Connect with Kenneth on ⁠⁠⁠LinkedIn⁠⁠⁠

Connect with Louis on ⁠⁠⁠LinkedIn⁠⁠⁠

Reach out to us at ⁠⁠⁠[email protected]⁠⁠⁠ or on LinkedIn with any questions, feedback or topic requests.

The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.