Basis Points

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Small improvements, compounded. That is the power of basis points. From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improvements that compound into big outcomes. Hosted on Acast. See acast.com/privacy for more information.

PŘED 5 DNY · VIDEO

The 4-step playbook for investing in a world of surging debt

While the world fixates on geopolitical headlines, there is one risk today’s guest believes investors have become complacent about. One that isn’t making headlines. There are significant levels of debt in the financial system, whether that’s at the consumer level, corporate level, or within governments. Chad Padowitz, the Co-Chief Investment Officer at Talaria Capital, believes ballooning global debt has massive implications for inflation, interest rates, and how we invest. In this episode: 00:00 Market Outlook And Key Risks 02:11 Debt Pressures Reshaping Markets 04:07 Inflation Threats And Policy Risks 06:52 Dollar Weakness And FX Trends 10:59 Equity Opportunities Beyond Mega Caps 13:35 AI Hype And Valuation Risks 16:49 Finding Value In Uncertain Markets 22:31 Knowing When To Exit Positions 25:32 Growth Stocks Under Pressure 29:37 Using Options To Manage Risk 34:31 Why Income Still Matters 37:22 Debt Challenges And Policy Limits 40:42 Building Resilient Client Portfolios 📈 Stocks and ETFs Mentioned: Talaria Global Equity Fund Complex ETF (ASX: TLRA) Talaria Global Equity Hedged Fund Complex ETF (ASX: TLRH) Ferrari N.V. (NYSE: RACE) Everest Group Ltd. (NYSE: EG) Bunzl plc (LSE: BNZL) Johnson & Johnson (NYSE: JNJ) CF Industries Holdings, Inc. (NYSE: CF) NVIDIA Corporation (NASDAQ: NVDA) The Coca-Cola Company (NYSE: KO) Apple Inc. (NASDAQ: AAPL) Come join us at the Finfest adviser day event! Register for early bird tickets here - http://equitymates.com/finfest-industry ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.75 Total Hours Knowledge Requirements: Managed Investments (0.75 hour) Legislated CPD Area: Technical Competence (0.75 hour) ——— This episode has been sponsored by Cboe. To find out more about Talaria’s Global Equity Fund Complex ETF (Cboe: TLRA) & Global Equity Fund Currency Hedged Complex ETF (Cboe: TLRH) head to https://www.talariacapital.com.au/ ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

42 min
12. 5. · VIDEO

Lessons from David Swensen: Equity bias, alignment of interest & why boring is beautiful

Few Australians can say they were mentored by the late David Swensen - the legendary former Chief Investment Officer of the Yale Endowment Fund with one of the greatest long-term track records in history. Today’s guest is one of them. Anacacia Capital’s Jeremy Samuel, shares the lessons that shaped his approach across two decades of managing private and public markets. Chapters: 00:00 Introduction 01:22 Lessons from Yale Model 04:38 Equity Market Trends 08:58 IPOs & Liquidity Shifts 12:45 Boring but Beautiful Businesses 18:00 Active vs Activist Approach 21:02 Valuations & Risk Strategy 24:36 Active vs Passive Debate ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours Knowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— This episode has been sponsored by Anacacia Capital. To find out more about Anacacia or their funds head to https://www.anacacia.com.au Thanks to Anacacia Capital for helping us keep all our content on Basis Points, free. ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

27 min
5. 5. · VIDEO

He interviewed 800 advisers around the world. Here's the one thing they all got wrong

Today’s guest interviewed 800 financial advisers across the world, over the past 2 years. They all described experiencing the same problem; 80% of their time is spent on admin, just 20% talking to clients. It’s an advice efficiency problem. One that our guest is endeavouring solve with AI. Shak Lala is the co-founder of Marloo, an AI powered tech platform built for financial advisers. In this episode 00:00:00 Adviser Crisis And AI Opportunity 00:02:00 AI Trends And Adviser Impact 00:06:30 Structural Problems In Advice 00:11:00 Building Marloo And Key Pain Points 00:16:30 Compliance And Advice Evolution 00:22:00 AI Adoption And Workflow Changes 00:27:30 Scaling Advice And Future Vision This episode was recorded on April 21st 2026 ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours Knowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— This episode has been sponsored by Marloo. Try Marloo for free here! ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

31 min
30. 4.

Ethics CPD with Dr Katherine Hunt

What if your ethics CPD this year actually made you a better advisor? Dr. Katherine Hunt, PhD-qualified financial planner and internationally recognised speaker on ethical growth, joins Basis Points to reveal how advisors can use client psychology and AI to scale trust, deepen relationships, and build a practice that compounds over generations. In this episode: 00:00 AI Era Client Experience 00:30 Ethics and Adviser Mindset 03:00 Ego and Ethical Growth 06:02 Scaling Trust and Connection 09:56 AI, Trust, and Systems 14:34 The Human Code Framework 16:35 What Clients Truly Value 18:53 Fear, Growth, and AI 22:44 Future of Successful Advisers 23:44 One Action to Improve ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours Knowledge Requirements: Ethics (0.50 hour) Legislated CPD Areas: Professionalism and Ethics (0.50 hour) ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

27 min
28. 4.

War, rebounds & rate hikes: Why you shouldn’t go all-in on Equities

Markets shrugged off a US-Iran conflict and rallied, but should they have? Canaccord CIO David Cassidy breaks down why a lot of good news is already priced in before a deal has even been reached. In this episode: 00:00 Market Setup And War Impact 04:40 RBA Risks And Aussie Outlook 08:05 Volatility Strategy And Corrections 12:05 Fixed Income And Private Markets 15:04 Rare Earths And ASX Opportunities 20:25 Diversification And Tech Outlook 📈 Stocks and ETFs Mentioned: Commonwealth Bank of Australia (ASX: CBA), Lynas Rare Earths Ltd (ASX: LYC), Evolution Mining Ltd (ASX: EVN), Alcoa Corporation (ASX: AAI), Telix Pharmaceuticals Ltd (ASX: TLX), ResMed Inc (ASX: RMD), Xero Ltd (ASX: XRO), Technology One Ltd (ASX: TNE) This episode was recorded on 21st April 2026 ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz HERE to claim your points. 0.5 Total Hours Knowledge Requirements: Economic Environment (0.25 hour) & Managed Investments (0.25 hour) Legislated CPD Areas: Technical Competence (0.25 hour) & General (0.25 hour) ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

27 min
21. 4.

What 17 years in the Navy taught this adviser about money

What can a Navy officer teach you about financial advice? Jason Petersen, Managing Partner at Five Financial, shares how military discipline shapes his approach to advice, leadership, and client relationships. He explains why his firm has gone all-in on a market beta investment strategy, arguing that consistent returns, tax efficiency, and low turnover matter more than chasing outperformance. Beyond investing, he highlights where advisers should really focus their time and why most clients care far less about performance than you think. He also makes a strong case for AI adoption in advice, warning that firms who ignore it risk being left behind as efficiency and scalability become critical. His message; control what you can (structure, strategy, and behaviour) and let the market do the rest. In this episode: 00:00 From Navy To Financial Advice 03:59 Leadership And Building Client Trust 07:33 Scaling With Near Zero Attrition 11:19 Strategy Over Returns That Matter 15:58 How AI Is Changing Advice 22:26 Why Staying Invested Wins ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.0 Total Hours Knowledge Requirements: Practice Management (0.50 hour) Legislated CPD Area: Client Care & Practice (0.50 hour) ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

24 min
14. 4.

Evidentia’s Jo Cornwell: How to pick winning funds (and avoid blow-ups)

If you've ever wondered how the pros really pick fund managers, this episode is for you. This week, we’re joined by Jo Cornwell, the Head of Manager Research at $34.5 billion managed account provider Evidentia Group. Plus, we discuss the red flags advisers should look out for when backing funds. In this episode: 00:00 SMA Boom Explained 03:23 Assessing Fund Managers 09:02 Local vs Offshore Debate 11:58 Culture Drives Performance 13:56 Portfolio Construction Strategies 18:42 Navigating Market Volatility 22:38 Alignment and Growth Challenges 23:03 Building a 3-Asset Portfolio 25:13 Why Managed Accounts Matter 📈 Stocks and ETFs Mentioned: Magellan Financial Group (ASX: MFG), Platinum Asset Management Limited (ASX: PTM) This episode was recorded on the 8th of April ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.0 Total Hours Knowledge Requirements: Financial Planning (0.25 hour, Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ———- Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

27 min
7. 4.

How this adviser built a $600m business in less than a decade

$3.5 to $5 trillion is set to change hands in Australia by 2034. For advisers, this is a once-in-a-generation client acquisition opportunity. In this episode, Ally Selby sits down with Candice Bourke, Senior Investment Adviser at Shaw & Partners, who has built a $600 million advice business alongside Felicity Thomas. Candice how advisers can position themselves to capture intergenerational wealth- particularly as more women take an active role in their financial future. She also unpacks how she’s guiding clients through today’s market volatility, including her “traffic light” framework for decision-making, and why communication, not portfolio changes, is often the most valuable lever in uncertain times In this episode: 00:00:00 The $5 Trillion Wealth Shift 00:02:57 Scaling A $600 Million Book 00:05:25 Closing The Gender Wealth Gap 00:07:58 Capturing The Next Generation 00:12:01 AI Versus Human Advice Edge 00:15:40 Investing Through Market Chaos 00:20:12 What Clients Need Most Now This episode was recorded 23rd March 2026 ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours Knowledge Requirements: Practice Management (0.50 hour) Legislated CPD Area: Client Care & Practice (0.50 hour) ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

25 min

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UPOUTÁVKA

Introducing: Basis Points by Equity Mates

We're excited to share our latest podcast: Basis Points by Equity Mates Hosted on Acast. See acast.com/privacy for more information.

02. 03. 2025

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3 min