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.

6 ଦିନ ପୂର୍ବେ

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.

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ଅପ୍ରେଲ 7

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.

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ମାର୍ଚ୍ଚ 31

The woman deploying $15bn into Australia’s future: Quantum computing, space & defence

What does it take to deploy $15 billion into the industries that will define Australia's economic future? This week’s guest is uniquely placed to answer that. Mary Manning is the inaugural Chief Investment Officer of the Albanese government's National Reconstruction Fund. In this episode we discuss the seven key sectors identified as “engines of growth” for the Australian economy over the next 20 years, and how advisers (and their clients) can get exposure. In this episode: 00:00 Introduction & Career Journey 02:11 NRF Purpose Explained 04:39 Investment Process Breakdown 07:42 Strategy & Deal Flexibility 10:21 Priority Sectors RED TRAM 14:01 Defense & Growth Themes 16:49 VC Strategy & Collaboration 19:29 Listed Market Opportunities 23:59 Long-Term Vision & Accountability 📈 Stocks and ETFs Mentioned: Macquarie Technology Group (ASX: MAQ), Liontown Resources Ltd (ASX: LTR), Arafura Resources Ltd (ASX: ARU, Alpha HPA Ltd (ASX: A4N), Harrison AI (Private), Gilmore Space (Private) This episode was recorded on the 17th 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: Managed Investments (0.50 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.

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ମାର୍ଚ୍ଚ 24

Why inheriting a fortune can tear a family apart - and how to stop it

In this episode, we're joined by Paul Burgon, the Managing Partner and CIO of Lipman Burgon & Partners, who ranked #4 in the 2025 Barron's Top Adviser List. Burgon argues the biggest concern facing his clients is the “third-generation curse” - and he may just have the cure advisers are looking for. In this episode: 00:00 Introduction 01:05 Paul’s Career Journey 03:38 Growing to $3B AUM 06:40 Trust and Succession Model 08:23 Deep Client Relationships 09:38 Scaling Without Sacrificing Quality 12:23 Engaging Next Generation Clients 15:09 Real Client Challenges Today 17:20 Sudden Wealth Case Study 18:41 AI’s Impact on Advice 23:18 Oil Prices and Markets 📈 Stocks and ETFs Mentioned: Goldman Sachs Group, Inc. (NYSE: GS) National Australia Bank Limited (ASX: NAB) Investec Group (JSE: INP) ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). 0.50 Total Hours Knowledge Requirements: Practice Management (0.50 hour) | Legislated CPD Area: Client Care & Practice (0.50 hour) Complete the quiz here to claim your points. ——— 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.

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ମାର୍ଚ୍ଚ 17

Why institutions are quietly buying Bitcoin

For years, cryptocurrencies had been cast aside as the speculative Wild West of the investment world. But something has quietly shifted in the last two years. That’s according to Global X ETFs Investment Strategist Justin Lin, who argues that the asset class has moved away from its retail-driven origins to become an increasingly institutionalised asset class. While our host, Ally Selby, has long been a sceptic, somehow, Lin convinced her that cryptocurrencies should no longer be seen as the playground for scammers and fraudsters, but a regulated ecosystem with assets worthy of a place in strategic portfolios. Learn why in this episode. Chapters: 00:00 Introduction 01:16 Crypto Goes Institutional 03:02 ETFs and Adoption Drivers 05:06 Market Maturity and Volatility 07:06 Halving Cycle and Volatility 10:06 Bitcoin Value Debate 13:20 Australia vs Global Trends 15:44 Regulation and Market Impact 17:14 Bitcoin vs Ethereum Roles 19:46 What Drives Crypto Prices 23:06 Catalysts and Future Outlook 27:35 Allocation and Final Takeaways 📈 Stocks and ETFs Mentioned: Apple Inc. [NASDAQ: AAPL] Global X 21Shares Bitcoin ETF [CBOE: EBTC] Global X 21Shares Ethereum ETF [CBOE: EETH] Thanks to CBOE APAC for sponsoring this episode. For more information about the CBOE listed Global X 21 Shares Bitcoin ETF (CBOE: EBTC) , head here or the Global X 21 Shares Ethereum ETF (CBOE: EETH), head here. This episode was recorded on the 3rd of 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: Generic Knowledge (0.50 hour) Legislated CPD Area: General (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. Hosted on Acast. See acast.com/privacy for more information.

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ମାର୍ଚ୍ଚ 10

Kerr Neilson on oil shocks and why gold will hit $8,000

Kerr Neilson, the legendary contrarian investor behind Platinum, lays out a bold case for why the next decade may belong not to AI darlings. He argues markets are entering a period of profound disruption, pointing to geopolitical fragmentation, war in the Middle East, and fragile global oil supply as long-term threats- warning these forces are reshaping markets. Beyond the macro themes, he offers practical insights for advisers: the dangers of crowded trades, the inefficiencies created by passive investing, and the importance of contrarian thinking in an ETF-dominated world. His message is clear. The biggest opportunities often lie where capital has been scarce. In this episode: 00:00 Why Contrarian Investing Still Works 03:00 Where ETF Crowding Creates Opportunity 06:00 How Oil Shocks Could Reshape Portfolios 08:42 Balancing Gold, Cash And Real Assets 11:20 What Samsung And Platinum Signal 16:10 Where Advisers May Find Mispriced Value 📈 Stocks and ETFs Mentioned: Samsung (KRX: 005930) Impala (JSE: IMP) Petrobras (NYSE: PBR) Sky Metals (ASX: SKY) Valterra Platinum (JSE: VTR) 🎟️ Join us at the Basis Points Boat Party, get your tickets here. ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). 0.50 Total Hours Knowledge Requirements: Managed Investments (0.50 hour) | Legislated CPD Area: Technical Competence (0.50 hour) Complete the quiz here to claim your points ——— 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.

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ମାର୍ଚ୍ଚ 3

Big Things Ahead: Ally Selby joins Basis Points

We have an exciting announcement- meet the new host of Basis Points; Ally Selby. It’s been one year of Basis Points, and what a year it’s been! We reflect on some of the highlights so far and usher in a new (and we think improved) era of the show. A new host, even bigger guests, weekly episodes and live events to look forward to. Links Mentioned: 🎧 Listen to the Magunthan Siva episode here 🎟️ Join us at the Basis Points Boat Party, get your tickets here. 📥 Got a suggestion or a question for the show? Get in touch with Ally on Linkedin here or use the contact form on our website ——— Want more Basis Points? Sign up to the Basis Points email Join the conversation on LinkedIn Watch 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.

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ଫେବୃଆରୀ 24

Christopher Joye sees the world differently: Bitcoin, Interest Rates, Green Bonds & AI Debt

Crypto. Rates. AI debt. Green bonds. In this episode, Chris Joye, CIO of Coolabah Capital, lays out a macro view that cuts against consensus. He calls Bitcoin “pure Ponzi”, makes the case for re dollarisation not de dollarisation, and warns AI driven CapEx could be understated as hyperscalers ramp up debt issuance. We also unpack Coolabah’s active bond trading model and the Global Carbon Leaders Fund, which targets green bond mispricings with floating rate exposure and enhanced yield. In this episode: 00:00 Bitcoin, Bonds & Big Claims 03:01 Bitcoin Sell-Off Breakdown 07:44 Re-Dollarization Over De-Dollarization 11:44 Fed Pivot and 5% Yields 14:45 AI CapEx Debt Supercycle 18:04 RBA Rate Hike Warning 22:44 Capital Gains & Tax Reform 24:05 Inside Coolabah’s Trading Edge 26:53 Global Carbon Leaders Explained 30:24 Monetising New Issue Concessions 32:10 ESG Stigma vs Performance 34:00 Portfolio Fit for Advisers 📈 Stocks and ETFs Mentioned: Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Global Carbon Leaders Fund (CBOE: CBNX), META (NASDAQ: META), Microsoft (NASDAQ: MSFT) 🎟️ Join us at the Basis Points Boat Party, get your tickets here. ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA): 0.50 Total Hours Knowledge Requirements: Economic Environment (0.25 hour), Managed Investments (0.25 hour) | Legislated CPD Area: Technical Competence (0.25 hour), General (0.25 hour) Complete the quiz here to claim your points. ——— Thanks to CBOE APAC for sponsoring this episode. For more information about the CBOE listed Global Carbon Leaders fund (CBOE: CBNX), head 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.

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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.

03/02/2025

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