Where Australia’s Top Stock Picker Is Investing Right Now, with Jun Bei Liu

Jun Bei Liu arrived in Australia from China at 16 with little English but big ambitions. Today, she's the co-founder of Ten Cap, one of Australia's top-performing hedge funds, and one of the country's most respected stock pickers. In this episode of The Pay Off, Sylvia Jeffreys sits down with Jun Bei to unpack where she's finding opportunities in today's market, why she's avoiding some of the biggest names in AI, and what every investor should understand before buying into the latest hype. From SpaceX's eye-watering valuation to the future of Australia's banks, Jun Bei shares the frameworks she uses to separate great businesses from great investments — and why the smartest money isn't always going where everyone else is. You'll learn: Why Jun Bei is backing the "picks and shovels" powering the AI boom, rather than trying to pick the winning platform. What the SpaceX IPO can teach everyday investors about hype, valuation and timing. Why volatility and uncertainty can create the best buying opportunities. The investing philosophy Jun Bei learnt from her father — and how she's now teaching it to her own children. Why understanding the business behind the brands you already use can make you a better investor. Whether you're investing for the first time or looking to sharpen your thinking in a rapidly changing market, this conversation is packed with practical insights that will change the way you look at money, markets and opportunity.See omnystudio.com/listener for privacy information.