The Investor Exchange

This episode kicks off with a discussion around the newly re-announced lockdown in Victoria and the actions taken by Premier Daniel Andrews. With indexes in the US such as the NASDAQ creeping higher and higher each day, many suggest that we are due for a pullback. Joel brings with him latest economic and stock market data to keep investors updated on whether it is still the right time to buy. Brett brings with him predictions in the property market and what buyers can expect in the coming months.

This Week’s Investor Exchange Round Table Covered:

Showing Resilience: Louis brings with him the latest advice on mindset and how it will lead to great successes in the long run. He breaks down the actions that successful people take in order to keep motivated and resilient even during tough times.

Stock Market Update: Renewed Coronavirus concerns are beginning to resurface in the stock market. Major Indexes such as the NASDAQ have seen a significant run during the recovery and the strength of its hold is beginning to come into question. Joel discusses the possibilities of losses in the short term and also what he does to manage downside risks in his portfolio.

Property Market: In an interesting turn of events, there has been a significant increase in demand for holiday homes, especially in regional areas. Brett talks us through whether this warrants a new investment trend in the property market as demand also begins to lag in metropolitan cities.

Listener Questions:

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This week we release an episode where Joel, Steph and Brett remotely dial in to this podcast. As fear mongering headlines catch investor’s attention, we dissect popular beliefs of the conditions in the real-estate market. Also Joel announces the momentous next step of his fund managing career as he launches United Global Capital’s very own global hedge fund, stay tuned to find out how he will execute his winning strategy.

This Week’s Investor Exchange Round Table Covered:

Residential Real Estate: There are major headlines driving fear for real estate investors. Australia’s residential real estate market has been reported to have a great slump but many real life examples and statistics prove otherwise.

Hedge Fund Launch: Joel goes through what a hedge fund is designed to do and how it helps investors achieve great return while significantly managing market risks. Furthermore he gives us insight on the results that UGC’s beta test has seen and the types of returns that investors of this new fund can expect.

 

Listener Questions:

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This week, we have our special guest, Paul Ostaff, Principal Consultant at Reignite Consulting, appear in this episode of The Investor Exchange Podcast. Paul speaks about how he has transformed his career and what he does to help business owners transform their businesses.  Furthermore, in a segment you definitely do not want to miss before EOFY, Louis speaks about penalties that have been announced for certain strategies this financial year and how you can rectify potential mistakes before it is too late!

This Week’s Investor Exchange Round Table Covered:

* Grow Your Business: Our special guest this week brings with him insights within the business coaching industry on how you can accelerate your business growth. The COVID-19 pandemic has left many businesses out to dry but for those that are standing there may be great opportunities to attract the best staff and diversify your business. Paul Ostaff, professional business coach brings with him information on how you can use this time to transform your business!

* Tax Time Penalties: Financial planners around Australia became really excited when government announced $10,000 withdrawal as a result of the COVID-19 economic impact. Some penalties have been introduced around some contribution strategies that are being recommended. Louis gives us a very important update about how these penalties can be avoided even when you have already committed to those strategies. A segment you do not want to miss!

Listener Questions:

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This week, the podcast reviews the economic data released various governments and regulatory bodies. This data provides more clarity on whether we will be seeing another sell off in the stock market.  Furthermore, we continue on the popular topic of superannuation planning, but this time, how you can plan your contributions before EOFY. Lastly, Brett discusses the latest property investment trend of build to rent and what kind of returns it may yield.

This Week’s Investor Exchange Round Table Covered:

* Current Economic Recovery: This week we are seeing the worst unemployment rate in 19 years in Australia. Joel talks through the current economic indicators such as employment, business confidence as well as financial market activity in both Australia and USA and reveal what these indicators mean.

* Super Contributions: Coming to end of financial year and people planning their superannuation, there are many ways that you can plan contributions to ensure the best financial outcome. UGC’s head of financial planning, Louis, gives us rare insight into the latest superannuation regulation changes and strategies in this podcast.

* Property Market Update: Build to rent refers to a residential development in which all apartments are owned by the developer, often a managed investment trust and leased out to tenants. In this podcast, we discuss the increasing momentum of this strategy in Australia as well as the major advantages and disadvantages of engaging in these projects.

 

Listener Questions:

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This week, the podcast focuses on grim indicators and forecasts in the stock market and the residential real estate market and how it will impact investors. Furthermore we discuss fear mongering headlines we are seeing everywhere and how we can discern factual information from sensationalist headlines that drive web traffic.

This Week’s Investor Exchange Round Table Covered:

* Share Market Update: Following the strong recovery in May, we are starting to see a great drop in the ASX on the day that the podcast is being uploaded. Using the latest data and global indicators, Joel brings to light what this pullback is driven by and what the success rates of your investments are.

* Fear Mongering Headlines: During the peak of the COVID-19 pandemic, news companies have produced attention grabbing headlines that we religiously follow every day. However, now that the pandemic seems to be dying down we are seeing inconsistent information amongst different sources. In this podcast, Louis will break down how we can extract the facts and control our fear.

* Residential Real Estate:  Forecasters are reporting great decline in the property market as a result of impact from the COVID-19 pandemic. Brett breaks down the current situation of the residential real estate market and if the worst is yet to come.

Listener Questions:

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This week we release a “Social Distance” episode where Steph, Joel, Louis and Brett remotely dial in to this podcast. The podcast begins with a discussion about the latest media revelation that Australia is now in a recession. We breaks down what a technical recession means and how your lives will be affected by this piece of news. Furthermore, we will provide you with valuable insight on current stock market performances, the new $25,000 grant for first home builders as well as tips to prevent yourself from hackers.

This Week’s Investor Exchange Round Table Covered:

Australia’s Top 20 Executives: Executive structures in businesses is a great indicator of good and bad businesses as it shows their accountability towards shareholders. In this episode Joel brings us through the remuneration and performance of the top earning CEOs in Australia, if their earnings are justified and what the implications are for potential shareholders.

Government Home Builder Scheme: The government is forecasting 27,000 builders to access the first home builder scheme. Brett explains in detail the eligibility criteria for those looking to benefit from this government scheme and what this means as stimulus in the construction industry and our economy.

Scammers and Death: A recent scam includes the fraudulent set up of MyGov accounts under stolen identities. Louis sheds light on what these scammers do and how we can prevent ourselves from becoming the latest victim. As COVID-19 forces many of us to review our financial situation, estate planning lawyers have seen an uptick in business as many begin to create contingency plans in an unexpected event.

Listener Questions:

Write in to get your investment and wealth management questions answered by Joel, Brett, and Louis.

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This week we release a “Social Distance” episode where Steph, Joel, Louis and Brett remotely dial in to this podcast. The podcast begins with a discussion the investor sentiment that we have seen from major investors, such as the famous Warren Buffet during the panic sell off in the stock market.  Furthermore, they also discuss ATO’s regulations around tax strategies as well as the latest update in the property market.

 

This Week’s Investor Exchange Round Table Covered:

* Fear and Greed: Warren Buffet is the most famous investor in the world who has averaged a 17% return compounded over a 50 year span. However, many headlines are beginning to suggest that his decision making ability has begun to falter in the past 10 years of his career. Joel breaks down Warren Buffet’s biggest success strategies and how recent events may contradict some of his previous teachings.

* Trouble with the ATO: There are some murky definitions when it comes to planning financial activities that coincide with tax benefits. This podcast discusses what these definitions are as well as some ways the ATO can track your compliance towards certain regulations.

* Property Market Update: Recent figures show that net migration to Australia will decline by around 50%. Westpac has released data and show that demand for dwellings will decrease from 180,000 to 100,000 in the next year. Brett discusses what this outlook will mean for investors and property sellers in the near future.

 

Listener Questions:

Write in to get your investment and wealth management questions answered by Joel, Brett, and Louis.

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This week we release a seventh “Social Distance” episode where Steph, Joel, Louis and Brett remotely dial in to this podcast. The podcast begins with a discussion around identity scams, especially those that involve the withdrawal of $10,000 from your superannuation fund. Furthermore they speak on personal wealth management strategies in managing superannuation, taxes as well as mortgages in order to get the best bang out your buck.

This Week’s Investor Exchange Round Table Covered:

Macroeconomic Signals: This week, Joel breaks down how many indicators in the stock market are reflective of the current macroeconomic conditions. They discuss short to medium outlook within the stock market and how economic conditions will drive performance for investors. Furthermore as headlines begin to zoom in on conflicts between China and Australia, the implications for the future is revealed in this discussion.

Financial Benefits: There are some rules and regulations in for superannuation that significantly decrease the tax that you’re paying on the gain from investing in the fund. Without proper financial advice many of us are missing out on the various monetary benefits that planning your superannuation and financial matters will yield. Louis brings with him information of all the benefits that you can take advantage of in your super by implementing some changes to the way you contribute and make withdrawals.

Mortgage and Borrowings: ANZ have followed CBA’s footsteps and put forward their forecast that national housing will decline 10% before seeing a recovery late 2021. House prices is forecasting to bottom out in the middle of 2021 and the affordability is forecasted to jump. Following these headlines, Brett gives us information on what will in the borrowing and mortgage space and the implications for consumers.

Listener Questions:

Write in to get your investment and wealth management questions answered by Joel, Brett, and Louis.

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This week we release the sixth “Social Distance” episode where Steph, Joel, Louis and Brett remotely dial in to this podcast. It is almost the end of financial year! At the end of this podcast you will be able to hear how the professionals use tax strategies to get the most out of their tax deductions.

 

This Week’s Investor Exchange Round Table Covered:

Macroeconomic Signals: Professional fund managers always seem to be ahead of the curve when it comes to the stock market and are able to gauge what the right time is to buy or sell. Joel divulges the art of spotting positive and negative macroeconomic trends, what we are currently seeing and what it means for investors.

Residential and Rental Properties: A recent model developed by The Commonwealth Bank of Australia claims a 32% drop in the property market. We are also seeing the lowest transaction amount on record since the 1990s. Brett takes us through what this model means for the property market and how factors such as immigration will affect the outlook of property developments.

Tax Strategies: Louis brings with him the biggest and easiest way to get a significant tax deduction. Furthermore he gives us professional tips on how factors such as timing, deferrals and new legislation play into your ability to best strategies your tax deductions based on the financial transactions you’ve recently made as well as the financial position that you are in.

 

Listener Questions:

Write in to get your investment and wealth management questions answered by Joel, Brett, and Louis.

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This week we release a fifth “Social Distance” episode where Steph, Joel, Louis and Brett remotely dial in to this podcast. As we are seeing signs of stock market recovery we are taking a deep dive into stock market recoveries in Australia, United States and other parts of the globe. This episode discusses into indicators that we have seen that can advise you on better choices that you can make in your stock portfolio to increase your chances of profiting in this market

This Week’s Investor Exchange Round Table Covered:

* Buy Signals: The NASDAQ is now only 10% of its all-time highs while the ASX is still around 33.4% away from its all-time highs. Joel’s portfolio is now fully invested and he discusses the common traits that all the winners in this current market shares as well as key indicators he used to predict the stock market recover.

* Residential and Rental Properties: Brett brings with him current information on the residential real estate market and brings with him information on what indicators we are currently seeing in terms of market activity. There is also a discussion on the eligibility towards rental and mortgage deferral and the types of impact that will linger once the 6 month deferral period is over.

* Personal Finance Psychology:  Louis decodes many common psychological behaviours that we tend to see during a stock market recovery, many of which may be excluding you from profiting in this recovery.

 

You Cannot Be Serious

Car Trouble: Police pulled over a five year old stole the keys to his family’s car and attempted to drive to California to buy a Lamborghini.

Elon Musk Homeless?: Elon Musk is selling all of the properties that he owns and claims that he will be homeless very soon.

 

Listener Questions:

Write in to get your investment and wealth management questions answered by Joel, Brett, and Louis.

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