Basis Points

Epizodes

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  Grant Hackett on resilience, tax changes and his push to quadruple adviser numbers 11.08.2026 32min

  Grant Hackett has now spent more time working in finance than he did in the pool, but he’s still best known for being one of, if not the greatest, distance swimmers Australia has ever produced.Hackett hung up his goggles in 2008 and is now the group CEO of ASX-listed Generation Development Group.In this episode of Basis Points, he takes advisers through the highs and lows of his Olympic career, his early days in business, as well as the significant shifts he believes are coming for the industry.He also shares his views on what some of the Government’s policy changes (super, capital gains tax, negative gearing and trusts) mean for advisers and their clients.Chapters:00:00 Meet Grant Hackett01:47 From Olympic Gold to Finance06:20 Olympic Lessons for Leadership10:44 Inside Generation Development Group13:44 How GDG Finds Growth19:28 The Future of Financial Advice21:05 Investment Bonds and Tax27:04 What Advisors Are Worried About29:32 Life After Olympic Swimming📈 Stocks and ETFs Mentioned:Generation Development Group (ASX: GDG)Apple Inc. (NASDAQ: AAPL)Westpac Banking Corporation (ASX: WBC)Register for your ticket to FinFest Industry Day here!———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 HoursKnowledge Requirements: Generic Knowledge (0.25 hour), Managed Investments (0.25 hour)Legislated CPD Area: Technical Competence (0.25 hour), General (0.25 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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  Why financial advice has become generic (and how to actually stand out) 04.08.2026 28min

  Will Hamilton has enshrined a simple belief at Hamilton Wealth Partners: Most financial advice practices pay lip service to client experience, yet it makes all the difference in the eyes of clients.In this episode, he shares how HWP differentiates through hyper-personalised service, from capping advisers at 50 clients to running large-scale client events that function more like weddings than seminars.He also gets into the harder conversations, how he manages complex family dynamics, what he screens for when acquiring practices, and the delicate balance of incorporating AI to expand capacity without compromising on service.Finally, he shares his view on markets. Australian equities are at their lowest weighting in the firm's history, and he explains why he thinks the market is overpaying for AI.Chapters:00:00 Introduction01:12 Why Advisers Need Differentiation03:10 Creating Memorable Client Experiences07:29 Events That Drive Growth10:32 Scaling with AI and Acquisitions15:07 Managing Complex Family Wealth19:52 AI, Security, and Advice22:36 Market Outlook and Portfolio Positioning26:44 Chart of the Week & Closing📈 Stocks and ETFs Mentioned:Magnificent 7 - Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), NVIDIA (NASDAQ: NVDA), Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOGL / GOOG), Meta Platforms (NASDAQ: META), Tesla (NASDAQ: TSLA)Register for your ticket to FinFest Industry Day here!———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 HoursKnowledge 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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  The biggest shift in financial advice history is less than 2 years away 28.07.2026 26min

  Advisers’ entire tech stack will collapse in the next two years; that is the bold prediction of Paradino AI Co-Founder and CEO Alex Gassner.He sees the glaring gap between the 15,000 financial advisers in Australia and those 16 million Australian’s who need advice, as being closed in one way only- by purpose-built AI tools.Courtenay Fox, Co-Founder of Fox & Hare Financial, knows this firsthand.After testing around 10 AI tools before narrowing it down, her firm now runs AI across everything from file notes and paraplanning to document review and client communications. No client data goes into any general LLM tool.In this interview, Gassner and Fox outline why purpose-built AI is set to transform the advice industry, how Fox & Hare are already putting it into practice, and what every adviser needs to know about data security, liability and the looming advice gap.Chapters:00:00 AI Will Transform Advice01:23 The Future Advice Tech Stack04:05 How Firms Use AI Today05:17 AI Security and Compliance10:28 Human Oversight Still Matters13:00 Client Trust and Transparency15:32 Data Privacy and AI Models19:59 Can AI Close the Advice Gap?21:20 Practical AI Tips Today24:08 The Future of Financial AdviceRegister for your ticket to FinFest Industry Day here!———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.0.50 Total HoursKnowledge Requirements: Managed Investments (0.50 hour)Legislated CPD Area: Technical Competence (0.50 hour)———This episode has been sponsored by Paradino AI. Paradino is the AI advice automation platform built specifically for Australian financial advisers. To find out more head to paradino.ai.———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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  Is value dead? One of Australia’s greatest investing veterans weighs in 21.07.2026 26min

  The Hall of Fame fund manager and IML founder, Anton Tagliaferro, has seen enough cycles to know we’re nearing the top.He is convinced we are in a "speculative frenzy" of a bubble.In this episode, he provides his outlook on markets and where he’s seeing value.Chapters:00:00 Introduction01:22 AI Bubble or Déjà Vu?03:54 Why AI May Disappoint07:40 Is Value Investing Dead?10:17 How Anton Invests Personally15:15 Back Into Fund Management16:56 Small Caps and New Fund20:45 Advice for Uncertain Markets23:25 Quant Funds Take Over24:41 Final Market Outlook📈 Stocks and ETFs Mentioned:Brambles (ASX: BXB), Coles Group (ASX: COL), Amcor (NYSE: AMCR), Main Pharma (ASX: MYX), DroneShield (ASX: DRO), WiseTech Global (ASX: WTC)Register for your ticket to FinFest Industry Day here!———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 HoursKnowledge 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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  The insider's guide to private credit: Red flags, risk & the road ahead 14.07.2026 23min

  Do you understand what you're investing in within private credit?Frank Danieli, Managing Director and Head of Global Credit Solutions at MA Financial explains why that is so important.From funds providing better disclosures, to advisers having a clearer understanding of what classifies as “private credit”- Danieli talks through the road ahead for the asset class.Plus, Ally asks for his take on whether we’re in a private credit reckoning.Chapters:00:00 Introduction01:34 Defining Private Credit04:17 Diversification Beats Specialisation07:47 Why Close A Fund?10:31 Biggest Credit Opportunities14:56 The Quality Concentration Trap18:46 Due Diligence Red Flags20:27 Questions Every Adviser Should Ask21:36 Alternatives In PortfoliosRegister for your ticket to FinFest Industry Day here!———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.0.50 Total HoursKnowledge Requirements: Fixed Interest (0.25 hour), Managed Investments (0.50 hour)Legislated CPD Area: Technical Competence (0.50 hour)———This episode has been sponsored by MA Financial. To learn more about MA Financial’s listed and unlisted private credit strategies, visit MAFinancial.com. Thanks to MA Financial for helping us keep all our content free.———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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  4 structural shifts driving markets over the next decade 07.07.2026 26min

  What will be the biggest risks and opportunities in markets over the next decade?While nobody has a crystal ball, Capital Group’s Investment Director Matt Reynolds joins the show to discuss the four structural shifts he believes will have the biggest impact on the decade to come.Plus, he explains the biggest mistake advisers are making with “diversified” portfolios.Chapters:00:00 Introduction01:40 Shift One AI Opportunity05:13 AI Bubble Or Earnings Boom08:52 Shift Two Rewiring Globalization10:23 Industrial Winners Emerging13:59 Shift Three Consumers Want Experiences19:07 Shift Four Healthcare Innovation24:05 The Diversification Mistake📈 Stocks and ETFs Mentioned:Taiwan Semiconductor Manufacturing Company (NYSE: TSM)Broadcom (NASDAQ: AVGO)Register for your ticket to FinFest Industry Day here!———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.0.50 Total HoursKnowledge Requirements: Managed Investments (0.50 hour)Legislated CPD Area: Technical Competence (0.50 hour)———This episode has been sponsored by Capital Group. To find out more about Capital Group and their funds, head to their website: https://www.capitalgroup.com/intermediaries/au/en/Thanks to Capital Group for supporting this episode of Basis Points and helping to keep our content free.Disclaimer: Past results are not a guarantee of future results. This information has been provided solely for informational purposes and is not an offer, or solicitation of an offer, or a recommendation to buy or sell any security or instrument listed herein. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. The information provided is not intended to be comprehensive or to provide advice.———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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  Dollar Cost Ravaging: Why retirement flips the rules of investing 30.06.2026 18min

  What if the strategy that built your clients' wealth is the same one quietly destroying it in retirement?A new report from Milford; When Timing Becomes the Biggest Risk in Retirement, suggests that retirement fundamentally changes the maths of investing- including Dollar Cost Averaging.Ally sits down with Regan van Berlo, Australian Country Manager at Milford, to hear how the report affects the way advisers prepare their clients for retirement.Chapters:00:00:00 Why Retirement Changes Portfolio Construction03:38 Advising Clients 15 to 20 Years Earlier00:07:04 Managing Sequencing Risk and Drawdowns00:10:15 Choosing Better Retirement Portfolio Metrics00:12:25 Building Retirement Portfolios That Last00:18:02 Practical Advice for Retirement Conversations———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.0.25 Total HoursKnowledge Requirements: Retirement (0.25 hour)Legislated CPD Area: Technical Competence (0.25 hour)———This episode has been sponsored by Milford. Visit Milford’s website to find out more about their funds and download their latest Orange Paper ‘When timing becomes the biggest risk in retirement’ here. Thanks to Milford for helping us keep our content free.https://milfordasset.com.au/orange-paper-when-timing-becomes-the-biggest-risk-in-retirement/———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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  Are you swimming with sharks? What advisers get wrong about private markets 23.06.2026 33min

  The same portfolio mistakes keep showing up across adviser practices, and Jacqueline Fernley, Founder and OCIO of Arcpoint, has seen them all.When it comes to public markets, the mistakes look different but are just as costly. In this episode, we explore how you can avoid them.Plus how can advisers locate long term out-performers amongst the huge dispersion of performance in the asset class.Chapters:00:00:00 Introduction00:01:36 Advice Industry Trends00:06:30 Building An OCIO Business00:08:05 Market Noise And Staying Invested00:09:42 Private Credit Reality Check00:14:45 Private Markets Are Hard00:17:58 Tax Changes And Portfolio Construction00:20:44 Infrastructure’s AI Tailwind00:23:05 What Jacqueline Avoids00:27:31 How To Assess Managers00:30:52 The AI CapEx ChartWant to see this weeks chart? Subscribe to the Basis Points newsletter. You’ll get exclusive insights from each episode, plus detailed analysis of each chart.———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 HoursKnowledge 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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  Morgan Stanley’s asset allocation playbook for the next 5 years 16.06.2026 31min

  Welcome to 2026, where bonds no longer diversify stocks, volatility remains elevated and inflation isn't going anywhere.So how should advisers and their client portfolio’s respond?Morgan Stanley Wealth Management Australia Head of Investment Strategy and Solutions, Alexandre Ventelon, believes in this new market regime, advisers must brace for more volatility and “diversify their diversifiers”.Captured at the annual Morgan Stanley Australia summit last week, this conversation covers:Best Practices in APL review processes.Common mistakes advisers make during manager selection.Limitations of traditional 60/40 portfolios.Diversification benefits of alternatives.Chapters:00:00:00 Introduction00:01:55 Smarter Fund Selection00:07:00 What Drives Returns?00:11:53 The AI CapEx Boom00:14:09 Diversify Your Diversifiers00:18:19 Why Underweight Australia00:23:49 Earnings Over Valuations00:24:38 Picking Alternative Managers00:27:26 Private Markets Under Pressure00:30:16 The Most Important ChartLinks Mentioned:Register for early bird Finfest tickets here - http://equitymates.com/finfest-industrySign up to the Basis Points email———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.0.50 Total HoursKnowledge Requirements: Alternative Assets (0.25 hour), Managed Investments (0.25 hour)Legislated CPD Area: Technical Competence (0.50 hour)———Want more Basis Points?Watch all episodes in full and relive some of our favourite clips on YouTubeSign up to the Basis Points emailJoin the conversation on LinkedIn———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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  Gerard Minack: 10 charts that expose what investors are getting wrong 09.06.2026 50min

  These 10 charts will challenge your thinking on AI and economic growth.Acclaimed macro strategist and Australia’s “king of charts”, Gerard Minack from Minack Advisors joins Ally in the studio bringing his analysis of 10 different charts - each of which will reshape how you think about markets.From AI to global equities to the war in Iran, these charts will disrupt what you thought was the status quo.This episode was recorded on 26th May 2026Chapters:00:00:00 Introduction & 10 Charts00:02:01 AI Earnings Bubble00:06:22 The AI Revenue Problem00:13:02 Following The AI Money00:20:37 Has US Leadership Peaked?00:27:07 America's Earnings Bubble00:31:44 Strait Of Hormuz Risk00:37:19 Oil Shock Recession Threat00:41:58 Why The Fed Won't Cut00:44:31 The Bull Case For Japan00:49:36 Closing ThoughtsLinks Mentioned: Register for early bird Finfest tickets here - http://equitymates.com/finfest-industry———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.0.75 Total Hours Knowledge Requirements: Economic Environment (0.50 hour), Securities (0.25 hour) Legislated CPD Area: Technical Competence (0.25 hour), General (0.50 hour)———Want more Basis Points?Watch all episodes in full and relive some of our favourite clips on YouTubeSign up to the Basis Points emailJoin the conversation on LinkedIn———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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  The dirty secret behind ESG funds (and how the experts spot a fake) 02.06.2026 25min

  Want to learn how to sniff out red flags and greenwashing from a mile away? Australian Ethical’s Chief Impact & Ethics Officer Alison George has spent 20 years crafting her nose for it.In this episode she shares her Green and Red flags for choosing ESG funds plus the questions advisers can ask to cut through the greenwashing spin.She also tackles why the ethical investment industry needs to communicate better with investors - and whether you'll get better bang for your buck backing a transitioning fossil fuel giant over a tiny wind farm.Chapters:00:00:00 Ethical Investing Under Fire00:02:10 ESG After The Boom00:08:12 When Ethics Trigger Divestment00:11:54 Spotting Genuine ESG Funds00:13:30 Backing Real Climate Winners00:16:34 Advisers And Client Values00:20:26 Climate Risk And Greenwashing00:23:36 Pay-To-Play ESG Concerns00:24:51 Risks Shaping The Future00:27:18 Why Inequality Connects Everything📈 Stocks and ETFs Mentioned: National Australia Bank (ASX: NAB) WiseTech (ASX: WTC) Lendlease (ASX: LLC)Links Mentioned: Register for early bird finfest tickets here - http://equitymates.com/finfest-industry———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: Fixed Interest (0.25 hour) and 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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  J.P. Morgan warns: Overvalued USD, loose policy & real private credit risk 26.05.2026 33min

  Is the 60/40 portfolio dead? What do Big Macs and Negronis have in common? Do bonds still diversify stocks?In this episode Andrew Norelli Managing Director at J.P. Morgan Asset Management, unpacks the macro forces driving markets and some of the "big bad risks" investors need to be aware of.Andrew was brutally honest about the world's economic future. Host Ally left this conversation reeling from his fresh takes- you won't want to miss this one.Chapters:00:00:00 Episode Introduction00:01:33 The Negroni Dollar Index00:05:32 Fed Policy Gets Political00:09:24 Why Wars Boost Economies00:11:41 Are Bonds Still Diversifiers?00:12:29 When Bonds Fail Investors00:17:46 Private Credit Bubble Risks00:19:46 Agentic AI Changes Everything00:22:36 Best Fixed Income Opportunities00:25:51 Is Australian Credit Attractive?00:29:07 AI’s Productivity Explosion00:31:59 The Entrepreneurship Boom📈 Stocks and ETFs Mentioned: JPMorgan Income Hedged Active ETF (CBOE: JPIE)Links Mentioned: Register for early bird Finfest tickets here - http://equitymates.com/finfest-industry———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: Fixed Interest (0.25 hour) and Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour)———This episode has been sponsored by Cboe. The JPMorgan Asset Management Income Hedged Active ETF is listed on Cboe ticker JPIE. To find out more about J.P. Morgan Asset Management’s funds listed on Cboe 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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  The 4-step playbook for investing in a world of surging debt 19.05.2026 41min

  While the world fixates on geopolitical headlines, there is one risk today’s guest believes investors have become complacent about. One that isn’t making headlines.There are significant levels of debt in the financial system, whether that’s at the consumer level, corporate level, or within governments.Chad Padowitz, the Co-Chief Investment Officer at Talaria Capital, believes ballooning global debt has massive implications for inflation, interest rates, and how we invest.In this episode:00:00 Market Outlook And Key Risks02:11 Debt Pressures Reshaping Markets04:07 Inflation Threats And Policy Risks06:52 Dollar Weakness And FX Trends10:59 Equity Opportunities Beyond Mega Caps13:35 AI Hype And Valuation Risks16:49 Finding Value In Uncertain Markets22:31 Knowing When To Exit Positions25:32 Growth Stocks Under Pressure29:37 Using Options To Manage Risk34:31 Why Income Still Matters37:22 Debt Challenges And Policy Limits40:42 Building Resilient Client Portfolios📈 Stocks and ETFs Mentioned:Talaria Global Equity Fund Complex ETF (ASX: TLRA)Talaria Global Equity Hedged Fund Complex ETF (ASX: TLRH)Ferrari N.V. (NYSE: RACE)Everest Group Ltd. (NYSE: EG)Bunzl plc (LSE: BNZL)Johnson & Johnson (NYSE: JNJ)CF Industries Holdings, Inc. (NYSE: CF)NVIDIA Corporation (NASDAQ: NVDA)The Coca-Cola Company (NYSE: KO)Apple Inc. (NASDAQ: AAPL)Come join us at the Finfest adviser day event! Register for early bird tickets here - http://equitymates.com/finfest-industry———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.0.75 Total HoursKnowledge Requirements: Managed Investments (0.75 hour) Legislated CPD Area: Technical Competence (0.75 hour)———This episode has been sponsored by Cboe. To find out more about Talaria’s Global Equity Fund Complex ETF (Cboe: TLRA) & Global Equity Fund Currency Hedged Complex ETF (Cboe: TLRH) head to https://www.talariacapital.com.au/———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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  Lessons from David Swensen: Equity bias, alignment of interest & why boring is beautiful 12.05.2026 27min

  Few Australians can say they were mentored by the late David Swensen - the legendary former Chief Investment Officer of the Yale Endowment Fund with one of the greatest long-term track records in history. Today’s guest is one of them.Anacacia Capital’s Jeremy Samuel, shares the lessons that shaped his approach across two decades of managing private and public markets.Chapters:00:00 Introduction01:22 Lessons from Yale Model04:38 Equity Market Trends08:58 IPOs & Liquidity Shifts12:45 Boring but Beautiful Businesses18:00 Active vs Activist Approach21:02 Valuations & Risk Strategy24:36 Active vs Passive Debate———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 HoursKnowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour)———This episode has been sponsored by Anacacia Capital. To find out more about Anacacia or their funds head to https://www.anacacia.com.auThanks to Anacacia Capital for helping us keep all our content on Basis Points, free.———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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  He interviewed 800 advisers around the world. Here's the one thing they all got wrong 05.05.2026 31min

  Today’s guest interviewed 800 financial advisers across the world, over the past 2 years. They all described experiencing the same problem; 80% of their time is spent on admin, just 20% talking to clients.It’s an advice efficiency problem. One that our guest is endeavouring solve with AI. Shak Lala is the co-founder of Marloo, an AI powered tech platform built for financial advisers.In this episode00:00:00 Adviser Crisis And AI Opportunity00:02:00 AI Trends And Adviser Impact00:06:30 Structural Problems In Advice00:11:00 Building Marloo And Key Pain Points00:16:30 Compliance And Advice Evolution00:22:00 AI Adoption And Workflow Changes00:27:30 Scaling Advice And Future VisionThis episode was recorded on April 21st 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 HoursKnowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour)———This episode has been sponsored by Marloo. Try Marloo for free 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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  Ethics CPD with Dr Katherine Hunt 30.04.2026 26min

  What if your ethics CPD this year actually made you a better advisor? Dr. Katherine Hunt, PhD-qualified financial planner and internationally recognised speaker on ethical growth, joins Basis Points to reveal how advisors can use client psychology and AI to scale trust, deepen relationships, and build a practice that compounds over generations.In this episode:00:00 AI Era Client Experience 00:30 Ethics and Adviser Mindset 03:00 Ego and Ethical Growth 06:02 Scaling Trust and Connection 09:56 AI, Trust, and Systems 14:34 The Human Code Framework 16:35 What Clients Truly Value 18:53 Fear, Growth, and AI 22:44 Future of Successful Advisers 23:44 One Action to Improve———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: Ethics (0.50 hour) Legislated CPD Areas: Professionalism and Ethics (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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  War, rebounds & rate hikes: Why you shouldn’t go all-in on Equities 28.04.2026 27min

  Markets shrugged off a US-Iran conflict and rallied, but should they have?Canaccord CIO David Cassidy breaks down why a lot of good news is already priced in before a deal has even been reached.In this episode:00:00 Market Setup And War Impact04:40 RBA Risks And Aussie Outlook08:05 Volatility Strategy And Corrections12:05 Fixed Income And Private Markets15:04 Rare Earths And ASX Opportunities20:25 Diversification And Tech Outlook📈 Stocks and ETFs Mentioned:Commonwealth Bank of Australia (ASX: CBA), Lynas Rare Earths Ltd (ASX: LYC), Evolution Mining Ltd (ASX: EVN), Alcoa Corporation (ASX: AAI), Telix Pharmaceuticals Ltd (ASX: TLX), ResMed Inc (ASX: RMD), Xero Ltd (ASX: XRO), Technology One Ltd (ASX: TNE)This episode was recorded on 21st April 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 HoursKnowledge Requirements: Economic Environment (0.25 hour) & Managed Investments (0.25 hour) Legislated CPD Areas: Technical Competence (0.25 hour) & General (0.25 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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  What 17 years in the Navy taught this adviser about money 21.04.2026 23min

  What can a Navy officer teach you about financial advice?Jason Petersen, Managing Partner at Five Financial, shares how military discipline shapes his approach to advice, leadership, and client relationships.He explains why his firm has gone all-in on a market beta investment strategy, arguing that consistent returns, tax efficiency, and low turnover matter more than chasing outperformance.Beyond investing, he highlights where advisers should really focus their time and why most clients care far less about performance than you think.He also makes a strong case for AI adoption in advice, warning that firms who ignore it risk being left behind as efficiency and scalability become critical.His message; control what you can (structure, strategy, and behaviour) and let the market do the rest.In this episode:00:00 From Navy To Financial Advice03:59 Leadership And Building Client Trust07:33 Scaling With Near Zero Attrition11:19 Strategy Over Returns That Matter15:58 How AI Is Changing Advice22:26 Why Staying Invested Wins———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: 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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  Evidentia’s Jo Cornwell: How to pick winning funds (and avoid blow-ups) 14.04.2026 26min

  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 Explained03:23 Assessing Fund Managers09:02 Local vs Offshore Debate11:58 Culture Drives Performance13:56 Portfolio Construction Strategies18:42 Navigating Market Volatility22:38 Alignment and Growth Challenges23:03 Building a 3-Asset Portfolio25:13 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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  How this adviser built a $600m business in less than a decade 07.04.2026 25min

  $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 timesIn this episode:00:00:00 The $5 Trillion Wealth Shift00:02:57 Scaling A $600 Million Book00:05:25 Closing The Gender Wealth Gap00:07:58 Capturing The Next Generation00:12:01 AI Versus Human Advice Edge00:15:40 Investing Through Market Chaos00:20:12 What Clients Need Most NowThis 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 HoursKnowledge 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.