100 episodes

Talk Ya Book shines a light on the investment processes used by Australia's best investors as they talk through their highest conviction investment idea. 

Chris Judd's Talk Ya Book Podcast Chris Judd's Talk Ya Book

    • Business
    • 4.6 • 43 Ratings

Talk Ya Book shines a light on the investment processes used by Australia's best investors as they talk through their highest conviction investment idea. 

    Scott Rundell

    Scott Rundell

    On the latest episode of Talk Ya Book, Chris Judd welcomes Scott Rundell from Mutual Limited. Scott lends us his perspective on how the RBA will manage the tail-end of this rate hiking cycle, the immediate and medium-term impact on the housing market, and the potential steepness of ‘looming’ recession.

    Proudly presented by Honan (www.honan.com.au).

    See omnystudio.com/listener for privacy information.

    • 17 min
    Ryan McMillan

    Ryan McMillan

    On the latest episode of Talk Ya Book, Chris Judd welcomes Ryan McMillan from Merkle Tree. Ryan talks us through the recent developments in the FTX crypto scandal, the ‘crypto winter’ and the future of Bitcoin. Proudly presented by Honan (www.honan.com.au). 

    See omnystudio.com/listener for privacy information.

    • 18 min
    Aaron Yeoh

    Aaron Yeoh

    On the latest episode of Talk Ya Book, Chris Judd welcomes Aaron Yeoh from OC Funds Management. Aaron walks us through a business he believes uniquely performs well during any stage of the cycle, integrated building services company specialising in insurance claims, Johns Lyng Group (ASX: JLG). Proudly presented by Honan (www.honan.com.au).  

    See omnystudio.com/listener for privacy information.

    • 17 min
    Anthony Doyle

    Anthony Doyle

    On this week’s episode of Talk Ya Book, Chris Judd welcomes Anthony Doyle from Firetrail. Taking a break from our usual focus on Aussie small caps, Anthony walks us through a deceptively interesting play in a large American timberland company, looking to shift its focus towards a potentially very profitable carbon capture and credits model. Proudly presented by Honan (www.honan.com.au).   

    See omnystudio.com/listener for privacy information.

    • 20 min
    Joseph Constable

    Joseph Constable

    On this week’s episode of Talk Ya Book, Chris Judd welcomes Joseph Constable from Hancock & Gore. Joseph’s strategy is highly concentrated and active, walking us through one of his favourite picks in Po Valley Energy (ASX: PVE), looking to take advantage of Europe’s push away from over-reliance on Russian energy. Proudly presented by Honan (www.honan.com.au). 

    See omnystudio.com/listener for privacy information.

    • 17 min
    John Forwood

    John Forwood

    On this week’s episode of Talk Ya Book, Chris Judd welcomes back John Forwood from Lowell Resources Funds Management. John lends us his insights into the iron ore market, the significance of China’s 20th National Congress, and one of his favourite iron ore small caps, CZR Resources (ASX: CZR). Proudly presented by Honan (www.honan.com.au). 

    See omnystudio.com/listener for privacy information.

    • 19 min

Customer Reviews

4.6 out of 5
43 Ratings

43 Ratings

Hunts4 ,

Awesome insight!!

Love it Juddy, keep em coming!!

TechSavvy14 ,

Disappointing lack of diversity (ie all white men/mates)

Years into this series and still... not one woman on the show. Do you really not know any female portfolio managers and investors? We’re not in Kansas anymore Juddy - diversify or miss out...

gazza smazza ,

Episode notes.

Wrong asx code in the episode notes juddy. RMP vs RUL ?!?

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