🎙️ Welcome back to The Finance Garage!

In this episode, Jonathan Wu is joined by Patrick Hodgens from Firetrail Investments, a veteran with over 40 years of experience in the financial sector. Together, they delve into the dynamic world of small-cap investing, often overlooked but brimming with innovation and growth potential.

Discover how small-cap companies can deliver outsized returns, driven by entrepreneurial spirit and market disruption. Paddy shares his journey from a math-loving teenager to a leading figure at Macquarie and now Firetrail, offering valuable insights into crafting a successful investment strategy in this high-potential space.

Whether you're an investor looking to uncover the next big opportunity or curious about the pivotal role of small caps in the market, this episode is packed with expertise and inspiration.

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🌐 For more on SWU Group, visit: simonwu.com.au

In this episode of The Finance Garage, we explore the double-edged sword of modern technology. From the convenience of AI tools to the simplicity of mobile banking, technology promises to make our lives easier—but at what cost?

We dive into recent real-world examples, including a lawsuit against OpenAI for AI-generated misinformation and ASIC’s case against HSBC Australia for failing to protect its customers from scams. We also discuss how seemingly simple features, like direct debits, can trap users in frustrating financial situations.

Are we becoming too reliant on technology? Is it eroding our critical thinking and personal responsibility? Join us as we unpack the risks, rewards, and ethical dilemmas of living in a tech-driven world—and explore how to find the balance between convenience and control.

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🌐 For more on SWU Group, visit: simonwu.com.au

🎙️ Welcome back to The Finance Garage!

In this episode, Jonathan Wu sits down with Paul Harding-Davis from Advice IQ to explore the complexities of ethical and ESG investing. Together, they tackle the challenge of aligning personal values with investment decisions, uncover the hidden pitfalls of greenwashing, and share insights on navigating cultural and livelihood influences in this space.

With over 45 years in financial services and a deep history in ethical investment, Paul provides a seasoned perspective on the ever-evolving ESG landscape. Whether you're an investor seeking to align your portfolio with your principles or simply curious about the growing focus on responsible investing, this episode is packed with practical advice and thoughtful discussions.

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🌐 For more on SWU Group, visit: simonwu.com.au

🎙️ Welcome back to The Finance Garage!

In this episode, Jonathan delves into the latest trends shaping self-managed super funds (SMSFs), examines new insights from ATO data, and unpacks the unique risks associated with smaller SMSFs. He also explores the complexities of holding direct property within these funds.

Whether you're thinking about starting an SMSF or simply curious about how they operate, this episode provides valuable insights into both the benefits and pitfalls of self-managing your super. Tune in for a practical, engaging guide to navigating the SMSF landscape!

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🌐 For more on SWU Group, visit: simonwu.com.au

In this episode of The Finance Garage, we have our first international guest. Tune in as we delve into the evolving landscape of Asian credit markets with industry expert Gordon Ip (CIO Fixed Income - Value Partners), who brings a wealth of experience from his career in the US and over a decade in Hong Kong.

Gordon unpacks the ongoing turbulence in China's property sector, highlighting its staggering 90% default rate and its broader impact on Asia's economy. From insights on China’s stimulus efforts to the intricacies of Hong Kong’s financial future, Gordon shares valuable perspectives on navigating credit opportunities in an unpredictable market. We also explore the unique attributes of Asian versus Western credit markets, including the rise of private credit and its influence on investors.

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For more information on the SWU Group please go to our website: https://simonwu.com.au/

In this episode of The Finance Garage, we dive deep into the world of global small caps with special guest Tobias Bucks, Portfolio Manager for Global Small Caps at Ausbil.

Tobias brings over 18 years of investment experience, having previously held senior analyst and head of research roles at Phillip Capital, Platypus Asset Management, and CLSA. Before moving to Australia, Tobias was a Fund Manager at Baring Asset Management in the UK, managing global small cap funds and mandates for retail and institutional clients. With a Master's degree in Social Anthropology, Tobias offers a unique perspective on global markets, drawing from his diverse experiences across Europe and Australia.

Join us as we explore the opportunities and challenges of small-cap investing, discuss market trends, and get Tobias’ expert insights into how global small caps can add value to a portfolio.

We also take the opportunity to discuss Toby's vehicular interests including motorcycles!

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For more information on the SWU Group please go to our website: ⁠https://simonwu.com.au/⁠

Join us in The Finance Garage podcast where we will explore market updates and investment news with special guests from all over the financial space. Hosted by SWU Groups' Jonathan Wu each episode we will be asking the tough questions to explore the minds of investment specialists to show you the types of investments out there.

This week as we dive into China's new economic stimulus package. We'll explore its impact on the global markets, what it means for investors, and how it could shape the future of the economy. Don't miss out on this timely discussion!

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For more information on the SWU Group please go to our website: ⁠https://simonwu.com.au/⁠

Join us in The Finance Garage podcast where we will explore market updates and investment news with special guests from all over the financial space. Hosted by SWU Groups' Jonathan Wu each episode we will be asking the tough questions to explore the minds of investment specialists to show you the types of investments out there.

We are pleased to be joined by Monik Kotecha from Insync. Monik brings over 33 years of funds management experience in both international and Australian equity markets, including 15 years of managing top-quartile performing portfolios. Insync believes substantial offshore experience is crucial for managing global equities, and Monik's expertise was developed in key trading hubs like London, New York, and now Sydney. Monik played a key role in IML’s senior management team as Senior Portfolio Manager of the Australian Share Fund, earning recognition as Money Management’s Fund Manager of the Year - Australian Equities in 2002 and 2003. Additionally, Insync was honoured as Emerging Manager of the Year in 2020 under his leadership.

Subscribe to our podcast updates and follow us on:

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For more information on the SWU Group please go to our website: ⁠https://simonwu.com.au/⁠