The Morrissey Exchange The Morrissey Group

Welcome to the 50th episode of the Morrissey Exchange. Imagine unlocking the secrets behind luxury investments. Our guest today, has a record that shows you can combine both an interest in luxury items and make money in the process.Danny is both a former equities analyst and adviser to the crème de la crème of luxury brands. Together, we uncork the world of high-end collectibles, from the mysteries of successful wine investment to the craftsmanship of Swiss watches. Danny reveals a ...

Welcome to the 49th episode of the Morrissey Exchange.In this first pod of 2024, we have a chat with Mr Hank Holland. Hank is the CEO of ASX listed Amaero International, a company tasked with manufacturing specialty metal powders used for the defence, aerospace and industrial manufacturing industries.Listen in well because although initially complex this is a cracking business with an interesting story and a very simple economic outcome; demand exceeds supply. Tune in for the latest...

This is the 48th episode of the Morrissey Exchange. We apologise for the radio silence since July and will endeavour to return with greater consistency in the New Year. In this pod we run through the significant events of 2023, our predictions from 12 months ago and the predictions for 2024.Tune in fortnightly/monthly for the latest economic commentary and ideas, and find more information on our website at www.morrisseygroup.net.

This is our second discussion with Carbonxt CEO, Warren Murphy. CG1 recently announced a new joint venture with Kentucky Coal Processing (KCP) where KCP’s facility and coal will be used to create Granular Activated Carbon (GAC) utilising the CG1 AC technology.Their target market is the highly lucrative treatment of US drinking water and removal of PFAS or per-and polyfluoroalkyl substances; otherwise known as forever chemicals.Recent EPA regulation changes will require the removal of PFAS fro...

In a global economic environment where inflation has jumped with zeal, dragging interest rates along with it, the opportunity for justifiable exposure to fixed interest investments has emerged for the first time in a number of decades.Australian Super’s CIO Mark Delaney recently commented that they hold an 18% exposure to bonds, up 70% on last year.US Treasuries, Australian Treasuries, corporate bonds, hybrids, fixed (and floating) interest investments are ripe; its their time in the sun. Thi...

Today we look more deeply into our fourth and final component of the asset allocation series; Equities.The sharemarket has long proven a love affair for Australians. From pensioners, retirees and superannuants to amateur analysts, punters and professional investors. We love shares in this country. Where most countries around the world focus on a fuller asset allocation with equities representing a small component, Australia still has an overwhelmingly large representation of shares in investm...