Charlie Viola

speaker

337 appearances 1 recordings 1 series first heard Jun 2026 last heard 1 Jun

Charlie Viola’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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Equity Mates Investing Podcast · Beyond the Budget: How Charlie Viola is approaching building wealth | Ask an Adviser · 1 Jun 2026 podcast

You're taking real balance sheet risk.

So just be minded to that.

And there are some great global credit managers that do a really good job.

But if they're lending to big growth companies to fund that growth over time and the bet goes south, then you have to accept that you've taken that risk for the outcome that you're trying to achieve.

Yeah.

So we love infrastructure, right?

So we, for a long time, have had a lot of Macquarie EDs and investment bankers in our client base who are infrastructure junkies.

So they love it.

We really like infrastructure and infrastructure has changed over time.

Infrastructure used to be kind of toll roads and airports, and then it was poles and wires.

And now it's companies investing in infrastructure and there's lots of data center exposure, et cetera.

We like the fact that the discounted cash flow on these assets is really long-term, generates revenue through the cycle.

There's a preference to the income on this stuff over dividends and other growth.

We like it as a good sort of solid defensive asset.

We're a big investor in a number of the really big kind of global managers, Hamilton Lane, KKR, PEPP.

Because we think that they've got the way to capital and the best ability to find the best sort of opportunities in the market.

And those investments have now been so heavily democratized that virtually anyone can kind of invest in them.

So, and, you know, any advisor who uses those kind of widely held platforms now can kind of, you know, and I'm sure you guys, where you're using Hub24 or NetWealth or any of those types of arrangements can get into these investments for sort of 15 and 20 grand.

What are we avoiding?

So we probably haven't talked about crypto with anybody.

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