Basis Points

Episoder

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  HUB24’s Jason Entwistle on AI and avoiding the next advice scandal 29.09.2026 33min

  Jason Entwistle is worried. Australian advisers have one of the highest AI adoption rates in the world at a time when there are so many "shiny new toys” coming out.But he sees a real risk to the speed of this adoption. Taking up AI tools without enough DD could lead the industry to “end up in a bit of a scandal where data has ended up in the wrong spot,” giving the regulator another reason to intervene.So how can advisers still change with the times without risking their business?Jason joins Ally to explain why he thinks nailing your data and processes is the key.Chapters:00:00:00 Introduction00:01:45 Why Advisers Should Take AI Slowly00:04:51 The Future of Financial Advice00:07:10 The Risks of Getting AI Wrong00:10:00 Which AI Start-ups Will Survive?00:14:06 How Platforms Will Use AI00:16:31 Keeping Client Data Secure00:21:17 Building MyHub for the Industry00:26:37 MyHub’s Launch, Pricing and Partners00:31:17 AI Adoption and Advice ProductivityThis episode was recorded on 17th of September 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: Generic Knowledge (0.25 hour), Practice Management (0.25 hour)Legislated CPD Area: Client Care & Practice (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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  Bond markets are now funding the AI boom. History tells us that's a warning sign 22.09.2026 29min

  The world’s biggest technology companies are burning through their once-abundant cash reserves to fund the AI arms race.Increasingly, they’re turning to debt markets to fund the buildout.That means the most speculative part of the market is finding its way into defensives.So what does that mean for advisers and their clients?Fixed Income Director at Capital Group, Haran Karunakaran, joins Ally to explain:What previous debt-fuelled booms can teach usThe warning signs emerging in credit marketsWhy this cycle could still play out differentlyChapters:00:00 AI’s Debt-Fuelled Boom03:53 Lessons From Past Bubbles05:57 Cracks in Credit Markets09:12 Is Credit an AI Hedge?12:08 How Credit Investors Analyse AI13:46 What Separates Hyperscalers17:29 Are AI Bonds Attractive?20:09 Beyond the AI Trade22:52 Credit’s Biggest Risks25:50 Where Credit Looks Attractive28:18 Rethinking Defensive Allocations📈 Stocks and ETFs Mentioned: Microsoft (NASDAQ: MSFT), Oracle (NYSE: ORCL), Meta Platforms (NASDAQ: META)———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: Fixed Interest (0.25 hour), Managed Investments (0.25 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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  He’s met with 1000s of advisers - here’s what sets the best apart 15.09.2026 29min

  What separates advice practices that scale well from those that get stuck?After meeting with thousands of advisers, Trellia Wealth Partners Managing Partner Cameron Spittle says the difference often comes down to one thing: the operating model.In this episode you will learn:How leaders can create greater adviser capacityWays to improve operational efficiency, and deliver better client outcomesWhere businesses should look when workflows start slowing them downChapters:00:00 What Sets Top Practices Apart02:56 Building Adviser Capacity06:31 Fixing Operational Bottlenecks09:08 Scaling Advice Practices14:10 The Managed Accounts Shift18:35 Making Managed Accounts Work23:03 AI and the Future Adviser27:11 What Top Practices Do DifferentlyThis episode was recorded on 26th of August 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.
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  How to gear inside super without property 08.09.2026 23min

  The rules around leverage have changed. So what does that mean for advisers?With residential property LRBAs no longer available inside SMSFs, instalment warrants remain one way advisers can use leverage in super.Citi Global Markets Director Elizabeth Tian and Five Financial Managing Partner and Head of Advice Jason Petersen join Ally to explain how instalment warrants actually work, where they fit compared to geared ETFs and margin loans, and the risks advisers need to consider.Plus, Jason shares two real client strategies, including how leverage can be used for retirees and younger accumulators.Chapters:00:00 Leverage After Budget Changes02:23 Instalment Warrants Explained05:13 New Tax Rules Reshape Gearing09:48 Why Use Leverage?12:12 Who Uses Instalment Warrants?14:57 Gearing Across Life Stages18:36 SMSF Risks and Guardrails21:10 The Long-Term Gearing Impact📈 Stocks and ETFs Mentioned:Citigroup (NYSE: C)This episode was recorded on 25th August 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: Derivatives (0.50 hour)Legislated CPD Area: Technical Competence (0.50 hour)——This episode has been sponsored by TMX Australia Exchange - formerly Cboe Australia. To learn more or subscribe for insights and events, visit www.tmxaustralia.com. Thanks to TMX Australia for helping us keep our content free. Citi’s warrants are traded on TMX. If you're looking to understand the structured product options available to your clients, head to https://au.citifirst.com/ to find out more.——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.his 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 an AI problem (and what actually fixes it) 01.09.2026 26min

  AI tools have had a very “superficial” impact on financial advice so far.That’s according to today’s guest Simon O’Keefe, founder and CEO of Alcova, an AI adoption and safety company for Australian wealth management firms.He believes AI can be a “big unlock” for persistent capacity constraints the industry faces. But that so far, financial advisers are using it in ways that barely scratch the surface of what the technology can do.In this episode, Simon joins Ally to explain why note-takers and copilots aren’t transforming advice businesses, what an AI-native advice practice could look like, and why the traditional CRM model may be under threat.By the end of this episode, you’ll have a clearer picture of what AI could actually change in financial advice, and how to prepare your practice for it.Chapters:00:00 AI’s Adoption Problem03:14 Why AI Adoption Takes Time05:42 The Problem With AI Tools07:49 The Future Advice Tech Stack09:53 Is Your Client Data Safe?12:49 Future-Proofing Your AI Strategy15:29 Who’s Actually Using AI Well?17:52 How Leading Firms Use AI20:29 One AI Experiment To Try23:59 AI Isn’t Driving Growth Yet📈 Stocks and ETFs Mentioned: Salesforce (NYSE: CRM)This episode was recorded on 11th August, 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)———This episode has been sponsored by Alcova AI. To see how Alcova can future proof your AI roadmap head to alcova.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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  Zenith’s guide to rebuilding defensive portfolios 25.08.2026 30min

  Defensive assets are meant to be the boring part of a portfolio. Now, it’s where advisers are making some of their hardest calls.Bonds spent the past few decades earning a reputation as the go-to hedge to equities. Since 2022, that reputation has been tested, with the correlation between the two asset classes flipping to positive territory.So, are bonds broken? Are they still good diversifiers for stocks? Or do advisers need to be looking elsewhere to “diversify their diversifiers”?In this episode, Zenith Investment Partners’ Head of Portfolio Solutions, Andrew Yap, and Head of Alternatives and Global Fixed Income, Rodney Sebire, outline why they believe now is the time for advisers and investors alike to rebuild the defensive portion of their portfolios.They share where they are seeing the most opportunity (across both public and private markets), how they assess managers (and the red flags you can look out for), as well as some of the recent innovations in managed accounts that can help advisers track public and private exposures.Chapters:00:00 Why Bonds Aren’t Broken05:05 Is De-Dollarisation a Threat?07:00 Why Private Credit Boomed11:11 Spotting Private Credit Risks15:44 Private Credit’s “Cockroach” Problem19:00 Navigating Private Asset Structures21:53 Managers That Stand Out24:38 Building the Defensive Portfolio27:43 Why Fixed Interest ExcitesRegister 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 (0.25 hour), Fixed Interest (0.25 hour)Legislated CPD Area: Technical Competence (0.50 hour)———This episode has been sponsored by Zenith Investment Partners. Zenith Investment Partners is a leading investment research and managed account provider, with a 20-year track record of delivering premium investment research, fund ratings and investment portfolio solutions for financial advisers. https://www.zenithpartners.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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  From kings to catalogues: The overlooked asset class with a 600-year history 18.08.2026

  Stephen Otter, Partners Group’s Global Head of Private Markets Royalties, argues that royalties are uncorrelated to markets, low volatility, an inflation hedge, and generate a predictable yield. So, it’s surprising that most investors still have zero allocation to the asset class - despite royalties being around for a good 600 years.They originated with royal families (as the name suggests), where a payment would be made to a sovereign in return for the granting of mining rights. Today, they cover everything from music, healthcare, film, television, mining, oil and gas, books, theatre, and increasingly YouTube.To be clear, the asset class isn't without risk. Development-stage royalties can return zero if a drug fails approval or a mine never produces. Even established assets can disappoint.In this interview, we dive into the opportunity in royalties today, what advisers get wrong about the asset class, and perhaps the most perplexing question of all - why so few investors have exposure.Chapters:00:00 Introduction01:18 Why Evergreen Fits Royalties03:56 Streaming Transformed Music08:31 Beyond Music Royalties11:41 Energy and Mining Royalties13:42 How Royalties Are Valued17:37 Royalties in Client Portfolios19:07 Understanding Regulatory Risk20:57 When Royalty Investments Go Wrong24:03 Why Invest in Royalties Now27:08 Music’s Untapped Growth📈 Stocks and ETFs Mentioned: Deterra Royalties (ASX: DRR), BHP Group (ASX: BHP)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: Alternative Assets (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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  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.