Andrew Papageorgiou is Managing Partner at Realm Investment House - a specialised money manager focussed on fixed income markets, overseeing in excess of $1 billion in investor funds. Having advised some of Australia's wealthiest families, Andrew has a ton of experience in this sector. In this week's episode we talk about the RBA's decision to cut rates to historic lows, what money printing means for Australia, negative rates, and the impact this has on borrowers versus savers. We discuss the current state of play in the financial system, and what investors need to be thinking about as it relates to personal finance.

Our guest this week is Ed McManus, CEO of Deliveroo Australia. One of the largest food delivery companies in the world.

We discuss the food delivery game and its influence on traditional restaurants. We talk about dark kitchens and the evolution of the food industry. We talk about consumer engagement versus intrusion, technology and marketing, the COVID side hustle, decarbonisation and the evolution of the carbon conscious consumer. We discuss going short Myer and long office pods, and Ed paints the picture of life in 2030, or more like 2023.

Our guest today is Renece Brewster. CEO and Co-Founder of Australia's largest video production company, Visual Domain.

We talk about the rollercoaster ride of an entrepreneur. How to manage speed, quality, and focus in business. We discuss the concept of fans over customers. The big mistakes businesses make as it relates to digital. We discuss thinking with your gut versus your head, patience versus stubbornness, technology for the future and our children, and we discuss the gender divide in tech and in start ups.

Our guest this week is Scott Keck, Chairman of Charter Keck Cramer, Australia's leading property advisory firm. Scott is highly regarded and respected in the property sector, and is engaged as a senior negotiator in complex commercial and statutory issues related to the property market.

We discuss the state of the property market. We talk about what the pundits got wrong about the imminent property collapse, and Scott explains why things will not change in the way most investors think. We discuss the intricacies and complexity of the property and the plethora of inputs into valuation. We talk about markets within markets, government intervention, migrations, population growth, and Scott provides his point of view of what the market looks like in 18 months.

Our guest this week is Dr Roger Cohen. Roger is an investor in, and adviser to BetaShares, Australia's leading ETF (Exchange Traded Fund) provider, with a focus on product development. Roger was previously a Managing Director at Deutsche Bank (Sydney & London), where he ran the Europe, Middle East and Africa index trading desk, and helped launch the highly successful DB x-trackers ETF platform.

We discuss the plethora of ETFs on the market, and why ETFs aren't what most people think. We discuss whether ETFs are the new form of stocks that investors trade for speculation. We talk about human behaviour as it relates to investing, and how investors can separate rational and irrational behaviour. We discuss Jim Simons' Renaissance Technologies and systematic investing. And we cover a topic Roger is really passionate about, The Great Australian Retirement Trap and the concept of a universal pension.

This week we speak with Chris Brycki, Founder and CEO at Stockspot, Australia's first and leading digital investment adviser.

In this episode we discuss investing versus gambling, what went on in boardroom meetings at UBS on earnings day, the value of robo-advice. We discuss the exorbitant fees super funds charge and subsequent poor performance. We discuss great ideas versus the execution of them. We discuss the concept of janitor to philanthropist, active management in volatile market, and the pros and cons of holding gold in your portfolio.

This week we speak with Dani Peer, Managing Director of Investor Services at Wingate - a highly respected Melbourne based finance and investment house.

We discuss the private real estate debt landscape, what makes a good deal, what Dani learnt from one of the biggest mistakes that made media headlines, the power of relationships, the scarcity of private real estate debt, and why this asset class is ignore by so many asset allocators and money managers.

This week we speak with Slava Platkov, Portfolio Manager and VP for the $800 Billion fund manager that no one has ever heard of - DFA - where he oversees and manages $8 Billion of investor money. We discuss systematic and quant based investing, what to look at when valuing companies, we talk about brand value and the impact of intangibles on company balance sheets, and the value of Mickey Mouse to Disney in the 1950s. We talked about the FAANGS of the 1950s and why what we're seeing today is nothing new. And we discussed home bias and the emotional biases of investors.

This week we speak with Chris Wheldon, Portfolio Manager of the Magellan High Conviction Fund and Assistant Portfolio Manager on the global equities strategies - overseeing $77 Billion of investor money.

We discuss the selection process of world class companies, we talk about the attributes of successful investors, how skill and luck both play a role in investing, how investors need to think about the post COVID world, and the global opportunity set as it relates to investing.

This week we speak with Beatrice Yeo, an Economist for the US$6.2 Trillion money manager, Vanguard. Beatrice is a Chartered Financial Analyst, serves on the global economics team and is responsible for contributing to Vanguard's global thought leadership through research on markets, the economy, and investment strategies.

In this episode we discuss the pandemic shock, the economic recovery, and how China might just be an imperfect example of resuming economic activity. We spoke about the parallels between 1918's Spanish Flu and 2020, and we discuss the wider implications of the pandemic, and what investors could expect in a post-COVID world.