Basis Points
Episodes
Graduates, not gambles: How Australia’s best small caps ‘grow up’ - Jovana Gagic | Paradice
09 Dec 2025
Contributed by Lukas
What if the most reliable out-performers in the Australian market aren’t the blue chips, but the companies graduating quietly through the mid-cap ra...
Building an advice business for the millionaire next door - Jeff Thurecht & Marshall Brentnall
02 Dec 2025
Contributed by Lukas
“No client wants to be scaled.”So how do you grow an advice business without making clients feel that they’re just a number? In this episode, we...
This $800bn market is just getting started - Anthony Ip | Milford
18 Nov 2025
Contributed by Lukas
Australia's corporate bond market has quietly become the third largest in the world, and signs point towards more growth to come. With offs...
Private markets are an illusion - Tim Carleton | Auscap Asset Management
03 Nov 2025
Contributed by Lukas
Today’s guest believes investors should rethink risk, and be wary of confusing calm waters with safety. In this episode, we speak to founder an...
The emerging markets blind spot: are you missing the next big opportunity? | Vern du Preez, Orbis Investments
20 Oct 2025
Contributed by Lukas
Is the next decades biggest growth story hiding in plain sight?Bryce and Ren sit down with Vern du Preez, Investment Specialist at Orbis Investments, ...
Building a modern advice practice - Owen Raszkiewicz
06 Oct 2025
Contributed by Lukas
AI and digital media are reshaping financial advice. Advisors now need to offer transparency, harness technology, and engage with clients in new ways ...
Generating outperformance in down markets - Hamish FitzSimons | AllianceBernstein
22 Sep 2025
Contributed by Lukas
Beating the market doesn’t always mean chasing growth. Sometimes, it means means falling less when markets turn. Defensive equities aim to capture 8...
Educating clients on the opportunities in private assets - Jordan Ryan | Koda Capital
15 Sep 2025
Contributed by Lukas
For the first time, Australia’s largest family offices now hold more in private markets than in public equities. It’s a shift that’s reshap...
The $40b hole in Aussie portfolios & how to fill it - Helen Mason | Schroders
08 Sep 2025
Contributed by Lukas
Investors are facing a hole in their portfolio. Bank hybrids have been a popular product for retail investors, with 40% of the $40 billion market take...
Are we seeing a change at the top of the ASX? - William Curtayne | Milford
25 Aug 2025
Contributed by Lukas
Banks, miners and franking credits. Australian investors summed up in five words.But as the first 6 months of 2025 come to an end, the top of the ASX ...
Stop asking the wrong questions when choosing fund managers - Chris Cuffe | Third Link
11 Aug 2025
Contributed by Lukas
What makes a good fund manager? That is one of the hardest questions to answer in finance. Today's guest is as well placed as any to help us work thro...
Beating the benchmark for 20 years & counting - Ben Griffiths | Eley Griffiths Group
28 Jul 2025
Contributed by Lukas
After more than 30 years experience in financial markets, Ben Griffiths, has learned a thing or two. As investing fads come and go, and different indu...
Lessons from 50 years of stock market cycles - Simon Skinner | Orbis Investments
14 Jul 2025
Contributed by Lukas
"In hindsight it will be clear that this was an opportunity"That is a quote from today's interview with Simon Skinner, Head of the Global Investment T...
The India opportunity: 10x growth and what comes next - Mugunthan Siva | India Avenue
30 Jun 2025
Contributed by Lukas
Today we're joined by Mugunthan Siva, Chief Investment Officer of India Avenue.India has become an increasingly popular market amongst Australian inve...
Beating the market in a time of hyper-disruption - Alex Pollak | Loftus Peak
23 Jun 2025
Contributed by Lukas
21% per year, after fees, since November 2016. Today's guest is a fund manager who can let his performance speak for itself.Alex Pollak, Chief Investm...
Tariffs, turmoil and resilient portfolios: A guide for advisers - Richard Quin | Bentham Asset Management
16 Jun 2025
Contributed by Lukas
Recorded at the Morningstar Investor Conference, today we're joined by Richard Quin, CIO & Principal at Bentham Asset Management.With President Tr...
AI is changing advice forever - Kunal Kapoor | Morningstar
16 Jun 2025
Contributed by Lukas
Recorded at the Morningstar Investor Conference, today we're joined by Kunal Kapoor, CEO of Morningstar Global.Australia always lags behind the US in ...
Alternative assets have killed the 60/40 portfolio - Felicity Walsh | Franklin Templeton
16 Jun 2025
Contributed by Lukas
Recorded at the Morningstar Investor Conference, today we're joined by Felicity Walsh, Managing Director, Australia & New Zealand at Franklin Temp...
Reading the bond market's warning signs - Jonathon Costello | Janus Henderson
09 Jun 2025
Contributed by Lukas
Today we're joined by Jonathon Costello, Client Portfolio Manager, Australian Fixed Interest at Janus Henderson.Equity markets and bond markets are te...
Three small caps with big potential - Roland Houghton | Milford
02 Jun 2025
Contributed by Lukas
Navigating the sea of opportunities in Australian small caps is always a challenge. While the Australian Small Ordinaries index has averaged 6% p.a. f...
Why this fund manager is betting BIG on the UK - Stephen Arnold | Aoris
19 May 2025
Contributed by Lukas
The majority of investors are underweight the UK. The country has struggled through a decade of slow economic growth as it manages the legacy of Brexi...
The caveman in your portfolio: Why behaviour sabotages returns - Alec Cutler | Orbis Investments
05 May 2025
Contributed by Lukas
Investing is as much behavioural as it is academic. Some of the smartest investors and advisers have found themselves undone as they lose their mind i...
What to look for in an asset consultant - Angela Ashton | Evergreen
21 Apr 2025
Contributed by Lukas
Asset consultants have been a huge rise in prominence alongside the rise of SMAs. One person who has been on the forefront of this movement has been A...
Macro outlook, where to for rates & why now for bonds - Rob Mead | PIMCO
07 Apr 2025
Contributed by Lukas
Today we're joined by Rob Mead, Managing Director and co-Head of Asia-Pacific Portfolio Management at PIMCO.PIMCO is one of the world's largest invest...
Overweight Alibaba, underweight Nvidia: Playing the expectations game with Matt Wacher | Morningstar
24 Mar 2025
Contributed by Lukas
Investing is an expectations game, and today’s guest wants to help you get the probabilities in your favourToday we're joined by Matt Wacher, Chief ...
Don't blow up your client's money with Charlie Viola | Viola Private Wealth
10 Mar 2025
Contributed by Lukas
Basis Points has launched! And what a big episode to kick off with.Today we're joined by the founder of Viola Private Wealth and an adviser who often ...
We're entering a stock pickers market with Eric Marais | Orbis Investments
10 Mar 2025
Contributed by Lukas
The past decade has been tough for stock pickers. Active managers have struggled to keep up with the index, particularly in the US, as Big Tech pushed...
What you're getting wrong about diversification with Adam Bajcarz | Apt Wealth
10 Mar 2025
Contributed by Lukas
Everyone can talk-the-talk when it comes to diversification. But are our portfolios walking-the-walk? Today's guest doesn't think so.Today we're joine...
There's more to life than the Magnificent Seven with Alexander Whight | Milford
10 Mar 2025
Contributed by Lukas
The global opportunity set for investors is massive. And yet, so much of our attention focuses on such a narrow section of one market. Today's guest w...
Entering the golden age of financial advice with Andrew Hewison | Hewison Private Wealth
10 Mar 2025
Contributed by Lukas
Are we entering a golden age of financial advice? This adviser certainly thinks so.Today we're joined by Andrew Hewison, the Managing Director of Hewi...
Up 4x since 2019, where to next for ETFs with Emma Quinn and Oran D'Arcy | Cboe Australia
10 Mar 2025
Contributed by Lukas
Today we're joined by two guests from Cboe Australia: Emma Quinn (President, Cboe Australia) and Oran D'Arcy (Head of Listings, APAC)We speak to Emma ...
Introducing: Basis Points by Equity Mates
02 Mar 2025
Contributed by Lukas
We're excited to share our latest podcast: Basis Points by Equity Mates Hosted on Acast. See acast.com/privacy for more information.