The Wide Lens

My guest today is Tim Farrelly of Farrelly's Investment Strategy, the first independent, specialist asset allocation research service for investment advisory firms in Australia and New Zealand. In this episode we talk about inflation, whether it's transitory or permanent, interest rates, and what this means for the stock market, property market, and for investors.

My guest today is Eden Exchange investor and Managing Director, Dhanush Ganglani. During our conversation, we talk about scaling businesses, and the ingredients required to go from idea to execution. Dhanush gives us insight into how he helped a family-led business grow to become a global leader in its industry. We also talk about self-reflection and truth as it relates to business, leadership, entrepreneurship, and as people and human beings.

My guest today is meditation guide and my wife, Debbie Baharian. In the final episode for Season 02, we discuss the ultimate investment. We talk about freedom (financial and otherwise), legacy, attachments and beliefs. Debbie catches me off guard with a 90 second meditation, and hints to me that we should be moving into the mountains. We go a lot deeper today than the conventional discussion about investing.

My guest today is Andrew Papageorgiou, Managing Director for Realm Investment House, a specialist fixed income money manager based in Melbourne. During our conversation we talk about market mania, the state of play in the Australian economy and property market. We talk about how this feeds into the banks and banking system, and what this ultimately means for investors.

My guest today is the chief economist for one of Australia's largest ETF providers managing AU$17+ Billion, David Bassanese. In our conversation we discuss the collapse in tech names whilst the broader stock market continues to edge higher, we talk about inflation and valuations and what this means for stock market investors. We talk about the Australian property market, and what David really thinks about privatising parts of Bondi beach.

My guest today is Slava Platkov. Portfolio manager for the $800 Billion money that no one has ever heard of, Dimensional Fund Advisers. We talk about the value spring bouncing and not breaking, the GameStop saga and how a systematic approach allowed investors to profit from such behaviour in the market, and we also talk about whether or not the traditional stock/bond combination is as powerful as it used to be.

My guests today are John and Joseph of J2 Projects based in Melbourne. J2 run a project management firm overseeing residential, commercial, and hotel development. J2 have made a real name for themselves over the last 3 years having only established the business in 2017. We talk about what inspires one to set up their own business, how to remain patient, disciplined, how to inspire your staff, give them the opportunity to grow and succeed in their own right whilst maintaining vision of the north star.

We talk about what is going on in the property development space, what's new from a pre and post COVID world, as well as the driving forces and risks this has caused for development as it relates to materials, product, and the impact this has on cost of labour.

My guest in this episode is Ross Palazzesi, Managing Director of Metricon Homes, Australia's largest home builder. We discuss the headlines making the papers today as it relates to the property market, and Ross gives us real insight into what is really going on in the market right now - from the people who are building the product, feet on the ground, and dirt beneath their fingernails. We discuss the driving factors and risks in the property market, as well as the long-term prospects for this asset class.

My guest today is Richard Quin, CIO and principal of Bentham Asset Management. We discuss the impact of rising interest rates, inflation, and central banks. We discus alternative assets, digital currencies, money laundering, and what all of this means for investors at a time that is super interesting as we take a 180 degree turn from where we were 12 months ago.

Today I speak with one of the youngest multi-million dollar earning, high stakes poker players. He's played at the highest level in Macau and ranked number 3 in Singapore's all time money list. Poker player turned entrepreneur, investor, and my friend, Wayne Yap. We discuss the similarities between poker and investing. And what lessons investors can learn from poker. Understanding odds, controlling emotion, frustration, making positive expected value bets, cutting out the noise and focusing on your strategy.