The Wide Lens

My guest today is Tom Georgiou, director of Beckett Property, Melbourne's leading buyers advocacy firm. Today we talk about the current market trends, especially since COVID and what's unfolded since, and what Tom is seeing in the property market at the moment. We talk about how to find and source a good property, what to look for - some tips and traps, and we also talk about the art of negotiating a great deal.

My guest today is Tim Farrelly, principle of Farrelly's investment strategy - Australia's first independent asset allocation research service for investment advisory firms in Australian and NZ. We talk about lessons from 2020, what is risky and what is not, the role of cash in portfolios, private real estate debt, stocks, bubbles and speculation.

Our guest this week, in our final episode for season 1 of Masters in Investing, is Intuitive Healer & Spiritual Guide, Debbie Baharian. When it comes to investing, most of us look to the outside, and we focus on the dollar signs, so this week we wanted to peel the onion back a little and go within. We discuss The Tao of Wealth; money, fear, greed, obsession, meditation, psychedelics and more.

Our guest this week is AFL legend and premiership coach, Paul Roos. We talk about Paul's time at the Sydney footy club, what he learnt as a coach, and what he did to put in place a roadmap for a successful footy team. We touch on Paul's time at Melbourne Footy club, the difficulty in getting players to trust him and the game plan. We talk about commentators, the so-called experts as it relates to footy and investing. We discuss having a clear process, game plan, managing emotion, and focussing on the things you can control and not what you can't - both in sport and in investing. Paul talks about awareness, preparation and process, and clarifying what success looks like both for professional players and investors.

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.