Investing Compass

The Toyota Prius of podcasts

17 Sep 2022

Contributed by Lukas

This episode is an explainer on Hybrids – what they are, how they work, and whether they have a place in your portfolio.Join us virtually or in pers...

How big should your slice of American pie be?

10 Sep 2022

Contributed by Lukas

In a listener requested episode (with our second ever podcast guest), we explore whether valuations should impact asset allocation decisions.Join us v...

The Ghost of Paul Volcker

03 Sep 2022

Contributed by Lukas

Is the ghost of Paul Volcker haunting the markets? In this episode, we look at how central banks have acted to reign in inflation before, and the less...

There's no place like home

27 Aug 2022

Contributed by Lukas

In a listener requested episode, we discuss the property market.Join the waitlist for our conference: https://go.morningstar.com.au/miic To submi...

Do we want Santa to give us coal for Christmas?

20 Aug 2022

Contributed by Lukas

In this Sector Spotlight, we explore the commodities industry, and what investors should think about when investing in the industry.Join the waitlist ...

Gone for a century instead of a duck

13 Aug 2022

Contributed by Lukas

For our 100th episode, we reflect on what we believe are the core principles for successful investing.Join the waitlist for our conference: https://go...

We’ve got 99 problems but super ain’t one

06 Aug 2022

Contributed by Lukas

For our 99th episode, we explore super and fees. After our half-yearly portfolio check, we received quite a few emails asking for an explanation about...

Mark and Shani answer your questions

30 Jul 2022

Contributed by Lukas

At last, the hotly-anticipated Q&A episode*. We’ve asked listeners to submit their investing questions for us to answer, and have our first ever...

Half-Yearly Review 2022

23 Jul 2022

Contributed by Lukas

Mark and Shani have been reviewing their portfolios on a half-yearly basis to add transparency to portfolio monitoring and maintenance. Listen to the ...

Under pressure: pushing down on me, pushing down on you (Part II)

16 Jul 2022

Contributed by Lukas

In this two part series, we run through how rising costs impact companies and consumers, and how this will impact investors and investments. We foreca...

Under pressure: pushing down on me, pushing down on you (Part I)

16 Jul 2022

Contributed by Lukas

In this two part series, we run through how rising costs impact companies and consumers, and how this will impact investors and investments. We foreca...

Lessons from Greats (III)

09 Jul 2022

Contributed by Lukas

In one of our most popular series', we do our third round of lessons from the greats. This episode goes into Jim Rogers, Seth Klarman and Henry Single...

Share month: Deep dive into Westpac

02 Jul 2022

Contributed by Lukas

As part of share month, we take a deep dive into highly requested share, Westpac.To submit any questions or feedback, please emailmark.lamonica1@morn...

[REPLAY]: Swipe Right for Shares III

29 Jun 2022

Contributed by Lukas

As part of share month, we refresh your memory on how to pick shares. The third part of the series on how to pick shares covers finding a share that i...

Bonus: Quick reflection on what to do about falling markets

25 Jun 2022

Contributed by Lukas

To leave a question for our Q&A episode, please [email protected] or leave us a voicemail to feature on thepodcast here:https://...

Share month: Deep dive into Fortescue

25 Jun 2022

Contributed by Lukas

As part of share month, we take a deep dive into listener requested share, Fortescue.To leave a question for our Q&A episode, please emailmark.lam...

[REPLAY]: Swipe Right for Shares II

22 Jun 2022

Contributed by Lukas

As part of share month, we refresh your memory on how to pick shares. The second of our three part series on how to pick shares covers calculating a f...

Share month: Deep dive into A2 Milk

18 Jun 2022

Contributed by Lukas

As part of share month, we take a deep dive into listener requested share, A2 Milk.To leave a question for our Q&A episode, please emailmark.lamon...

[REPLAY]: Swipe Right for Shares I

15 Jun 2022

Contributed by Lukas

As part of share month, we refresh your memory on how to pick shares. The first part of our series covers finding great businesses. To submit any ques...

Share month: Deep dive into Tesla

11 Jun 2022

Contributed by Lukas

As part of share month, we take a deep dive into highly requested Tesla.To leave a question for our Q&A episode, please emailmark.lamonica1@mornin...

The one thing you need to know to invest successfully

04 Jun 2022

Contributed by Lukas

Math anxiety impacts around 50% of the population. Join us as we help ease this anxiety, and work through how math fits into successful investing. To ...

Crypto crash and how low will the market go

28 May 2022

Contributed by Lukas

We go through lessons from the crash of crypto coin Terra and a prediction of how far the market will fall. To send competition entries for our b...

The case against ETFs

21 May 2022

Contributed by Lukas

We all know the pros of ETFs - ease of access, trade intraday and in some cases, brokerage is free. So - we put up the case against ETFs.To send compe...

State of the market: May 2022

14 May 2022

Contributed by Lukas

It seems like markets have been teetering on the edge, and have commenced falling. If past bear markets are anything to go by, we're not even halfway ...

Make your money last longer in retirement

07 May 2022

Contributed by Lukas

In this episode, we take a look at the bucket withdrawal strategy, a withdrawal strategy that was developed because most people do not have an asset b...

How to behave like a winner

30 Apr 2022

Contributed by Lukas

Your behaviour impacts your returns more than you think. In this episode, we explore ways that you can increase your odds of better outcomes.For any c...

Capital Allocation

24 Apr 2022

Contributed by Lukas

This episode goes through the different capital allocation levers that companies can utilise, and how to tell if a potential investment is allocating ...

Taking a punt on CFDs

21 Apr 2022

Contributed by Lukas

On this episode, we explore CFDs - Contracts for Difference. They're controversial investments that are facing scrutiny from regulators around the wor...

[REPLAY] The four words every investor should know

16 Apr 2022

Contributed by Lukas

In a replay from last year we tackle whether a compelling story makes a compelling investment. For any comments, questions or feedback please email&nb...

That's a bit derivative

09 Apr 2022

Contributed by Lukas

We explore derivatives - what they are, and how they can be used in your portfolio.For any comments, questions or feedback please email mark.lamo...

Under the hood of the ETFs you’re most likely to own

02 Apr 2022

Contributed by Lukas

We take a look under the hood of the ASX200 and the S&P 500 – what the top holdings are and what our analysts think of them. We also look at a c...

The Equity Risk Premium

26 Mar 2022

Contributed by Lukas

This episode covers the equity risk premium. We quantify how much you're compensated for the risk you take on when investing in shares. For any commen...

Share deep dive: Kogan (ASX:KGN)

19 Mar 2022

Contributed by Lukas

We do our second deep stock deep dive from Morningstar's March Best Idea List - this time, ASX-listed Kogan (ASX:KGN). We show investors what to look ...

Ever wanted to own the world?

12 Mar 2022

Contributed by Lukas

Think you know what it takes to be a passive investor? In this episode, we explore what a truly passive portfolio would look like, built with ETFs.&nb...

Where do babies come from?

05 Mar 2022

Contributed by Lukas

In this episode, we look at where returns come from. For any comments, questions or feedback please email [email protected]...

Book Review: Common Stocks, Uncommon Profits

26 Feb 2022

Contributed by Lukas

We review Philip Fisher’s iconic book that has influenced their approach to growth stock investing for many professional investors.For any comments,...

Deep dive on a share: Beyond Meat

19 Feb 2022

Contributed by Lukas

We do a deep dive on Beyond Meat which is one of Morningstar's best share ideasFor any comments, questions or feedback please email mark.lamonica...

Passive Income

12 Feb 2022

Contributed by Lukas

Mark speaks about his approach to generating passive income.For any comments, questions or feedback please email [email protected]...

Passive Investing: Part 2

05 Feb 2022

Contributed by Lukas

In this two part podcast (both released today), we take a deep dive into passive investing. In this second part, we discuss how to pick a good passive...

Passive Investing: Part 1

05 Feb 2022

Contributed by Lukas

In this two-part podcast (both released today), we take a deep dive into passive investing. In this first part, we discuss the evolution of passive in...

A 'sale' worth skipping

29 Jan 2022

Contributed by Lukas

If Reddit jumped off a bridge, would you? In this episode, we speak about two popular terms across social media and forums - 'buying the dip' and 'sha...

Disaster Response: Equity Markets

22 Jan 2022

Contributed by Lukas

Militaries play war games and governments run disaster response exercises. We do the same with the teetering equity markets. For any comments, questio...

Yearly Portfolio Review

15 Jan 2022

Contributed by Lukas

To finish off portfolio week, we're digging into our portfolios at our yearly portfolio review - revisting our goals, and seeing if we're on...

[REPLAY] Mid-year portfolio update

14 Jan 2022

Contributed by Lukas

The beginning of the year is a great time to check-in on how you are progressing against your goals. In our final replay leading up to our portfolio r...

[REPLAY] Selecting investments to reach your goals

13 Jan 2022

Contributed by Lukas

The beginning of the year is a great time to check-in on how you are progressing against your goals. In the second of three replays leading up to our ...

[REPLAY] If you can't read the scorecard, you don't know the score

11 Jan 2022

Contributed by Lukas

The beginning of the year is a great time to check-in on how you are progressing against your goals. In the first of three replays leading up to our p...

Why you need to rethink your retirement goals

08 Jan 2022

Contributed by Lukas

Morningstar's US Research team recently released a report declaring that the 4% rule should be revised to 3.3%. In this long-form episode, we dis...

Lessons from great investors

01 Jan 2022

Contributed by Lukas

In this episode, we explore lessons from great investors and business people that we can apply to our own investing approach. For any comments, quest...

Musings on the markets: 2021-2022

25 Dec 2021

Contributed by Lukas

A different take from most, we take a typical Investing Compass look at the state of the market at the end of 2021. On behalf of Mark, Shani and Will,...

The book everyone tells you to read

18 Dec 2021

Contributed by Lukas

Our second book review looks at key lessons that we can take from the Intelligent Investor by Benjamin Graham. This book has been heralded as one of t...

Making a list and checking it twice

11 Dec 2021

Contributed by Lukas

We exchange the presents we got each other and explore gift ideas for investors in our annual Christmas episode  For our testimonial survey, please s...

Meeting a share IRL

04 Dec 2021

Contributed by Lukas

A listener requested episode, we go through practical examples that put our three part share trilogy into practice. Understand how to choose between t...

What's not to LIC?

29 Nov 2021

Contributed by Lukas

A listener requested episode, we explore Listed Investment Companies. They've risen in popularity and their company structure offers distinct ben...

[REPLAY] How to construct a portfolio

28 Nov 2021

Contributed by Lukas

One of our most popular episodes from earlier this year to hold you over until our new episode comes out later this week. For our testimonial survey,...

Exploring Alternative Lifestyles II

20 Nov 2021

Contributed by Lukas

A listener requested episode, and the second part and last part of our series, we explore alternative investments and their place in your portfolio.Fo...

Exploring Alternative Lifestyles

13 Nov 2021

Contributed by Lukas

Another listener request and the first episode of a two parter (sorry guys), we explore alternative investments and their place in your portfolio.For ...

Breaking the internet: Bitcoin ETFs

06 Nov 2021

Contributed by Lukas

We explore two phenomenons wrapped into one in Bitcoin ETFs, and whether your FOMO can be satiated with these relatively new products. For any commen...

Let's get real: Infrastructure and Listed Property

30 Oct 2021

Contributed by Lukas

We explore real assets – as protection for your portfolio in an inflationary environment, and how these assets can fit into your portfolio more gene...

The misfits: A holistic look at portfolio construction

23 Oct 2021

Contributed by Lukas

A listener requested episode, we look at where unlisted or non-traditional assets might fit into your asset allocation.For any comments, questions or ...

How super is Super: Part 2

15 Oct 2021

Contributed by Lukas

Admitting you have a problem is the first step in solving it. We have a problem with two-part episodes. This two-parter is a listener requested episod...

How super is Super

09 Oct 2021

Contributed by Lukas

Admitting you have a problem is the first step in solving it. We have a problem with two-part episodes. This two-parter is a listener requested episod...

Taking stock: fund managers and their top picks

02 Oct 2021

Contributed by Lukas

Our second episode taking stock of fund managers and their top picks looks at some of Australia's biggest funds by size. We take a look at Orbis ...

All about the Melbas

25 Sep 2021

Contributed by Lukas

All about the Benjamins? Yeah, nah. Dame Nellie Melba graces the front of our $100 note, and was known as a stellar operatic soprano. In this episode,...

A deep dive into ETFs (Part II)

18 Sep 2021

Contributed by Lukas

The second part of our series. We take a deep dive on ETFs and explore what drives performance for these ever increasing vehicles. For any comments, q...

A deep dive into ETFs

11 Sep 2021

Contributed by Lukas

We take a deep dive on ETFs and explore what drives performance for these ever increasing vehicles. For any comments, questions or feedback please ema...

I'm not a businessman, I'm a business, man

04 Sep 2021

Contributed by Lukas

In our first book review, we look at key lessons that we've pulled from William Thorndike's The Outsiders: Eight Unconventional CEOs and The...

Swipe right for shares: Part 3

28 Aug 2021

Contributed by Lukas

The third part of the series on how to pick shares covers finding a share that is right for you.Additional resources from our episodes are available v...

Swipe right for shares: Part 2

21 Aug 2021

Contributed by Lukas

The second of our three part series on how to pick shares covers calculating a fair value.Additional resources from our episodes are available via our...

Swipe right for shares: Part 1

14 Aug 2021

Contributed by Lukas

The first of our three part series on how to pick shares covers finding great businesses. For any questions comments or feedback please email mark.lam...

I guess you lose some and win some, as long as the outcome is income

07 Aug 2021

Contributed by Lukas

We go through the factors to look out for in shares when trying to find sustainable income (and Shani finally gets her Drake lyrics into the episode t...

Cash rules everything around me

31 Jul 2021

Contributed by Lukas

Are you a balance sheet? Are you an income statement? Are you confused by the question?For any questions, comments or feedback please email mark.lamon...

Turn your head and cough - time for your portfolio check-up

24 Jul 2021

Contributed by Lukas

We walk through our mid-year portfolio review  to see if we need second jobs or are ready to retire. For any questions, comments or feedback please e...

If you can't read the scoreboard, you don't know the score

17 Jul 2021

Contributed by Lukas

We explore how to measure success as an investor and advantages you have over professional investorsFor any questions, comments or feedback please ema...

Devine intervention II: The finfluencers strike back

10 Jul 2021

Contributed by Lukas

Part 2 of our exploration of why all investors need to pay attention to the impact of finfluencersFor any questions, comments or feedback please email...

Devine Intervention

09 Jul 2021

Contributed by Lukas

Why all investors need to pay attention to the impact of finfluencers. Part one of a two part series.For any questions, comments or feedback, please e...

Shortcut to Index Funds

03 Jul 2021

Contributed by Lukas

Index funds, or passive funds are low-cost investments that are professionally managed - but there's no stock picking. We dive into the types of ...

Does anyone look good in platforms?

26 Jun 2021

Contributed by Lukas

The rising cost of advice has increased the amount of self-advised investors, and also the number of platforms trying to suit their needs and fighting...

You down with ESG? (Yeah, you know me)

19 Jun 2021

Contributed by Lukas

Sustainable investing is growing in popularity, yet there remains a lot of confusion on the topic. We tackle the different variations, break down whet...

Risky Business

13 Jun 2021

Contributed by Lukas

Ever taken a Risk Tolerance Questionnaire? Thinking about risk in the wrong way can have profound impacts on your investing outcomes.You can sign up f...

Checking the barometer

05 Jun 2021

Contributed by Lukas

We walk through considerations when deciding between active and passive strategies You can sign up for a free, four-week trial (no credit card require...

Living the theme

29 May 2021

Contributed by Lukas

Thematic ETFs use compelling narratives to sell investments. We explore whether they are worth the hype. You can sign up for a free, four-week trial (...

The four words every investor should know

22 May 2021

Contributed by Lukas

We tackle whether a compelling story makes a compelling investment. You can sign up for a free, four-week trial (no credit card required) of Morningst...

Special Episode: Inflation

18 May 2021

Contributed by Lukas

Consumer prices in the US surged in April this year by the most in any 12 month period since 2008.  This episode covers what’s happening at the mom...

Are emerging markets worth the risk?

14 May 2021

Contributed by Lukas

Jeremy Grantham recently said "Emerging markets in many ways are the growth that’s left in the system. They will guarantee to grow faster than ...

Selecting investments to reach your goals

09 May 2021

Contributed by Lukas

We go through Mark's decision making process for how he has structured his portfolio to reach his goals. For any feedback, questions or comments ...

Bonds

02 May 2021

Contributed by Lukas

We explore why bonds are worth paying attention to.For any feedback, questions or comments please email [email protected] Producer a...

How passive is passive investing?

25 Apr 2021

Contributed by Lukas

We explore the risks of the increasing popularity of passive investing. For any questions, comments or feedback, please email mark.lamonica1@morningst...

Lessons from market crashes

18 Apr 2021

Contributed by Lukas

Sometimes history repeats itself. Learn about past market crashes and see what lessons may apply today. We explore the nifty 50 and .com crash during ...

Have market conditions impacted how much you need in retirement?

11 Apr 2021

Contributed by Lukas

4% has been heralded as the amount you can safely draw down each year from your retirement savings. We explore whether market conditions have changed ...

What are top fund managers holding?

01 Apr 2021

Contributed by Lukas

We take a deep dive into the top holdings of Ark's Cathie Wood, Magellan's Hamish Douglass, and Morningstar's Australian Fund Manager o...

Morningstar take on Buy Now, Pay Later

28 Mar 2021

Contributed by Lukas

We zero in on Afterpay and Zip, exploring whether their current valuations are justified, and whether they'd make good long term investments. For...

Shortcut to Diversification

20 Mar 2021

Contributed by Lukas

We explain diversification, why it's important for your portfolio, and why too much of it can also be detrimental. For any questions, comments or...

SPACs (Special Purpose Acquisition Companies)

14 Mar 2021

Contributed by Lukas

Is speculation getting out of control? Looking at the SPAC market may be an indication that we're in a bubble.For any questions, comments or feed...

Tech stocks

07 Mar 2021

Contributed by Lukas

Tech stocks have provided extremely attractive returns to investors, making up larger and more significant portions of market indices as they continue...

Is the market overvalued?

28 Feb 2021

Contributed by Lukas

Market commentators have been heralding that the market is overvalued -we look at traditional indicators and where they sit compared to other signific...

Shortcut to Financial Statements

21 Feb 2021

Contributed by Lukas

We explore the balance sheet, cash flow statement and income statement. These are financial statements that you’ll find for any listed company, prov...

Bitcoin

14 Feb 2021

Contributed by Lukas

Bitcoin is a controversial topic that has split investors into three camps. Those that are fiercely for it, those that are fiercely against it, and th...

Shortcut to Asset Allocation

06 Feb 2021

Contributed by Lukas

Our shortcut to asset allocation explores this concept which has been found to contribute to over 90% of your investment returns.For any questions, co...

Morningstar take on the GameStop saga

02 Feb 2021

Contributed by Lukas

A lot of people have made a lot of money in the last few weeks. Understand the mechanics behind GameStop, shorting and the impact of short squeezes in...

International Investing

30 Jan 2021

Contributed by Lukas

This episode covers why you should have international exposure in your portfolio, then move on to how to invest internationally, covering some of the ...