Stocks Neat
Episodes
Judgment Day for SaaS? A Forager's Perspective on the AI Sell-Off
01 Apr 2026
Contributed by Lukas
Has AI brought Judgment Day for SaaS, or just created a new hunting ground for investors willing to be selective? In this episode of Stocks Neat, Ste...
Special Episode | MA Financial’s Julian Biggins on Building an Enduring Business
17 Mar 2026
Contributed by Lukas
Built to LastFrom navigating market cycles to building a more resilient financial firm, MA Financial co-CEO Julian Biggins joins Steve Johnson for a s...
The Business of Booze: Can “Zero” Be Diageo's Comeback Story?
07 Jan 2026
Contributed by Lukas
Episode 40: The Business of Booze: Can “Zero” Be Diageo's Comeback Story? Alcohol has long been seen as a reliable, cash-generative industry...
Special Episode | GDG's Grant Hackett on Purpose, Pressure and Leadership
23 Oct 2025
Contributed by Lukas
High Performance In and Out of the PoolFrom Olympic gold to the ASX 200, Generation Development CEO Grant Hackett joins Steve Johnson for a special ep...
The Land of the Rising Return: Forager in Japan
03 Oct 2025
Contributed by Lukas
In the latest Stocks Neat episode, Steve Johnson, Gareth Brown and Isabella Foley dive into Japan’s corporate transformation — from shareholder re...
Neat Reflection of 2025: Winners and Losers of the Passive Revolution
14 Jul 2025
Contributed by Lukas
As the financial year wraps, Episode 37 of Stocks Neat takes a deep dive into the standout performance of Financial Year 25. Chief Investment Officer ...
Special Episode | Inside the World of Alternative Assets with Navigator's Stephen Darke
21 May 2025
Contributed by Lukas
Alternative assets are going mainstream — but are investors ready?In this special episode of Stocks Neat, Steve Johnson is joined by Stephen Darke, ...
Trading the Tariff Tantrum
16 Apr 2025
Contributed by Lukas
Markets are swinging wildly, and policy tweets aren’t helping. In this quarter’s podcast, Chief Investment Officer, Steve Johnson, and Forager Int...
The Rise and Fall of Active Fund Giants: Lessons for Investors
23 Dec 2024
Contributed by Lukas
In Episode 34 of Stocks Neat, Chief Investment Officer, Steve Johnson, and Portfolio Manager, Gareth Brown, take a deep dive into the challenges facin...
Fifteen Years of Forager and that Fifty Basis Point US Rate Cut
02 Oct 2024
Contributed by Lukas
As we approach Forager's 15th birthday, in Episode 33 of Stocks Neat, CIO Steve Johnson and Portfolio Manager Gareth Brown dive into the 50bps ra...
Riding the Small-Cap Wave: Opportunities Amidst Market Volatility
24 Jul 2024
Contributed by Lukas
As we close out the 2024 financial year, in Episode 32 of Stocks Neat, CIO Steve Johnson, and Portfolio Manager Alex Shevelev, do a deep dive into the...
Breakfast Burritos and Boom Time Stocks
26 Jun 2024
Contributed by Lukas
In episode 31 of Stocks Neat, Portfolio Manager Gareth Brown and CIO Steve Johnson discuss Nvidia’s unprecedented rise, the recent Guzman y Gomez IP...
Let Your Winners Run: AI, Commodities, and Emerging Markets
29 May 2024
Contributed by Lukas
In episode 30 of Stocks Neat, Portfolio Manager Harvey Migotti and CIO Steve Johnson discuss recent portfolio performance including which surprise sec...
Timeless Tactics: Preparing Your Portfolio for Market Downturns
23 Apr 2024
Contributed by Lukas
In episode 29 of Stocks Neat Co-Portfolio Manager Gareth Brown and CIO Steve Johnson discuss several investing maxims, and how these might apply to po...
Price gouging in Australia: Is it happening, what can be done about it, and do investors need to worry?
27 Mar 2024
Contributed by Lukas
In episode 28 of Stocks Neat Co-Portfolio Manager Gareth Brown and CIO Steve Johnson discuss the prospect of price gouging in major Australian industr...
Fear and FOMO: How to go against the crowd by understanding investing psychology
28 Feb 2024
Contributed by Lukas
In episode 27 of Stocks Neat Co-Portfolio Manager Gareth Brown and CIO Steve Johnson discuss the recent performance of small caps and the psychology o...
Wild 2023 market swings: Uranium prices surge to nuclear highs and small caps start to recover
29 Jan 2024
Contributed by Lukas
In episode 26 of Stocks Neat Co-Portfolio Manager Harvey Migotti, Analyst Nicholas Plessas and CIO Steve Johnson sit down to discuss the year just pas...
From the Australian Institute of Sport to the NBA: How this Aussie small cap is making a name for itself around the globe
27 Dec 2023
Contributed by Lukas
For our holiday edition of Stocks Neat, Alex Shevelev, Portfolio Manager of the Forager Australian Shares Fund, is filling in for Steve and Gareth and...
What our trip to the US and Japan is telling us about the economy: Insights from the road
30 Nov 2023
Contributed by Lukas
In the latest episode of Stocks Neat, Steve Johnson and Harvey Migotti discuss what they learned on their recent trip to the US and Japan. Their trip...
Why higher rates are good for the world (and which stocks can do well)
01 Nov 2023
Contributed by Lukas
In episode 23 of Stocks Neat, Co-Portfolio Manager Gareth Brown and CIO Steve Johnson sit down to discuss the opportunities available for investors in...
Running with the Uranium Bulls
28 Sep 2023
Contributed by Lukas
In episode 22 of Stocks Neat, Co-Portfolio Manager Harvey Migotti and CIO Steve Johnson sit down to discuss the growing interest in uranium, with the ...
Magic Pills - How New Weight Loss Drugs are Changing Society and the Stock Market
30 Aug 2023
Contributed by Lukas
In the latest episode of Stocks Neat, Steve and Gareth discuss the recent news surrounding the GLP-1 inhibitor drugs taking the world - and stock mark...
Why the goldilocks economy is great for small caps and the problem with Australian housing policy
04 Aug 2023
Contributed by Lukas
In episode 20 of Stocks Neat, Co-Portfolio Manager Gareth Brown and CIO Steve Johnson sit down to explore the global economic outlook, its goldilocks ...
Reckoning Looms for Unlisted Assets
21 Jun 2023
Contributed by Lukas
In the latest episode of Stocks Neat, Co-Portfolio Manager Gareth Brown joins CIO Steve Johnson to shed light on the commercial property industry and ...
Buffett lessons you won’t hear at Berkshire
24 May 2023
Contributed by Lukas
After some time on the sidelines, Co-Portfolio Manager Gareth Brown is back in the hot seat, joining CIO Steve Johnson for the latest episode of Stock...
Outperforming the Market: Why the US is Still an Attractive Investment Destination
30 Apr 2023
Contributed by Lukas
Co-Portfolio Manager Harvey Migotti joins CIO Steve Johnson as they delve into the world of American investing in the latest episode of Stocks Neat. H...
Moral hazard in the tech industry: the case of Silicon Valley Bank
22 Mar 2023
Contributed by Lukas
In episode 16 of Stocks Neat, Co-Portfolio Manager Gareth Brown joins CIO Steve Johnson, all the way from London, to delve into the Silicon Valley Ban...
Portfolio Management Strategies: Navigating the January Rally and Avoiding Investor Traps
23 Feb 2023
Contributed by Lukas
In this episode of Stocks Neat, Co-Portfolio Manager Harvey Migotti joins CIO Steve Johnson to discuss the recent January rally and what it could mean...
Disney’s Corporate Blunders and Why BP Could Be Next
24 Jan 2023
Contributed by Lukas
In the latest episode of Stocks Neat, Steve Johnson is joined by Senior Analyst Chloe Stokes as they delve into the topic of market short-termism. The...
The contrarian case for small-caps in 2023
20 Dec 2022
Contributed by Lukas
In the latest episode of Stocks Neat, which is our final episode of 2022, Steve and Gareth are discussing small-cap stocks and why they might be an in...
Mergers and acquisitions - the good, the bad and the ugly
29 Nov 2022
Contributed by Lukas
In the latest episode of Stocks Neat, Steve and Gareth talk all things M&A. They discuss the best and worst deals they have seen, as well as what ...
Meta's woes, Twitter's close, and the end of an investing epoch
02 Nov 2022
Contributed by Lukas
In this episode of Stocks Neat, Steve and Gareth talk about how the tech bust has finally hit the likes of Alphabet, Microsoft and Meta, with some ver...
How to invest for an inevitable consumer slowdown
23 Sep 2022
Contributed by Lukas
In this episode of Stocks Neat, Steve is joined by Alex Shevelev, Senior Analyst on the Forager Australian Shares Fund, to discuss the potential decli...
Nobody puts value in the corner
25 Aug 2022
Contributed by Lukas
Who said value investing means crappy businesses? It’s something we've pondered recently off the back of some questions around our own investme...
The difference between a stock price and a company’s value
27 Jul 2022
Contributed by Lukas
In this episode of Stocks Neat, at a more important time than ever, Steve and Gareth remind listeners that they're only ever seeing a tiny percen...
The craziest bond ever issued, looming recession worries, and why WeHubbed
23 Jun 2022
Contributed by Lukas
In June's episode of Stocks Neat, Steve and Gareth discuss a 100-year Austrian bond issued in 2017, before diving into the market commentary arou...
Steve and Gareth on EVs and the scourge of stock-based comps
27 May 2022
Contributed by Lukas
In this episode of Stocks Neat, Gareth Brown and Steve Johnson discuss the electric vehicle revolution and a topic that’s really gotten under Forage...
Twitter bids, social media monetisation and control in volatile markets
28 Apr 2022
Contributed by Lukas
In this episode, CIO Steve Johnson is joined by whisky-naysayer (and Forager's Senior Analyst) Chloe Stokes to discuss the bid for Twitter, soc...
Business blues, inflation and supply chains in the US
23 Mar 2022
Contributed by Lukas
Haven’t travelled in a while? Then join Steve Johnson and Gareth Brown in Chicago for an episode of Stocks Neat, as they taste-test an American bour...
Investing in whisky – worth it?
23 Feb 2022
Contributed by Lukas
In this episode of Stocks Neat, Forager’s Steve Johnson and Gareth Brown taste-test a Tasmanian classic and answer the question: is whisky really a ...
Small-caps, Magellan, and men who fly
21 Jan 2022
Contributed by Lukas
It's Friday, so grab a drink and tune into the latest episode of Stocks Neat to hear Forager’s Steve Johnson and Gareth Brown chat small-cap st...
Steve and Gareth on travel, Omicron and lessons learned
22 Dec 2021
Contributed by Lukas
Grab a drink and tune into the first (official) episode of Stocks Neat, as Forager’s Steve Johnson and Gareth Brown taste-test a dram from the Scotc...