PODCAST · business
Basis Points
by Equity Mates Media
Small improvements, compounded. That is the power of basis points. From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improvements that compound into big outcomes. Hosted on Acast. See acast.com/privacy for more information.
Episodes
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Is fundamental investing dead? All hail the rise of quant
Fundamental stock picking is losing ground to systematic investing. But does that mean traditional active management is dead? Dr David Allen, Head of Long Short Strategies and Co-Head of Research at Plato Investment Management, joins Ally to explain how systematic managers are using data,...
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Are your clients actually diversified? The hidden risks inside every portfolio
It was once a given that investing across a variety of asset classes, meant you were diversified. Today’s guest believes that may no longer be the case. AI for example touches debt, equities and infrastructure. When the old asset-class labels no longer explain the risks and opportunities, what...
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HUB24’s Jason Entwistle on AI and avoiding the next advice scandal
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...
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Bond markets are now funding the AI boom. History tells us that's a warning sign
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…
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He’s met with 1000s of advisers - here’s what sets the best apart
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...
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How to gear inside super without property
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...
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Why financial advice has an AI problem (and what actually fixes it)
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...
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Zenith’s guide to rebuilding defensive portfolios
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...
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From kings to catalogues: The overlooked asset class with a 600-year history
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...
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Grant Hackett on resilience, tax changes and his push to quadruple adviser numbers
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…
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Why financial advice has become generic (and how to actually stand out)
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...
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The biggest shift in financial advice history is less than 2 years away
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…
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Is value dead? One of Australia’s greatest investing veterans weighs in
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 Introduction 01:22...
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The insider's guide to private credit: Red flags, risk & the road ahead
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...
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4 structural shifts driving markets over the next decade
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…
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Dollar Cost Ravaging: Why retirement flips the rules of investing
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…
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Are you swimming with sharks? What advisers get wrong about private markets
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...
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Morgan Stanley’s asset allocation playbook for the next 5 years
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…
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Gerard Minack: 10 charts that expose what investors are getting wrong
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....
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The dirty secret behind ESG funds (and how the experts spot a fake)
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…
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J.P. Morgan warns: Overvalued USD, loose policy & real private credit risk
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....
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The 4-step playbook for investing in a world of surging debt
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...
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Lessons from David Swensen: Equity bias, alignment of interest & why boring is beautiful
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…
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He interviewed 800 advisers around the world. Here's the one thing they all got wrong
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...
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Ethics CPD with Dr Katherine Hunt
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...
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War, rebounds & rate hikes: Why you shouldn’t go all-in on Equities
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 Impact 04:40 RBA Risks And Aussie Outlook 08:05…
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What 17 years in the Navy taught this adviser about money
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...
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Evidentia’s Jo Cornwell: How to pick winning funds (and avoid blow-ups)
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.…
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How this adviser built a $600m business in less than a decade
$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...
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The woman deploying $15bn into Australia’s future: Quantum computing, space & defence
What does it take to deploy $15 billion into the industries that will define Australia's economic future? This week’s guest is uniquely placed to answer that. Mary Manning is the inaugural Chief Investment Officer of the Albanese government's National Reconstruction Fund. In this episode we…
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Why inheriting a fortune can tear a family apart - and how to stop it
In this episode, we're joined by Paul Burgon, the Managing Partner and CIO of Lipman Burgon & Partners, who ranked #4 in the 2025 Barron's Top Adviser List. Burgon argues the biggest concern facing his clients is the “third-generation curse” - and he may just have the cure advisers are looking…
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Why institutions are quietly buying Bitcoin
For years, cryptocurrencies had been cast aside as the speculative Wild West of the investment world. But something has quietly shifted in the last two years. That’s according to Global X ETFs Investment Strategist Justin Lin, who argues that the asset class has moved away from its retail-driven...
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Kerr Neilson on oil shocks and why gold will hit $8,000
Kerr Neilson, the legendary contrarian investor behind Platinum, lays out a bold case for why the next decade may belong not to AI darlings. He argues markets are entering a period of profound disruption, pointing to geopolitical fragmentation, war in the Middle East, and fragile global oil…
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Big Things Ahead: Ally Selby joins Basis Points
We have an exciting announcement- meet the new host of Basis Points; Ally Selby. It’s been one year of Basis Points, and what a year it’s been! We reflect on some of the highlights so far and usher in a new (and we think improved) era of the show. A new host, even bigger guests, weekly episodes…
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Christopher Joye sees the world differently: Bitcoin, Interest Rates, Green Bonds & AI Debt
Crypto. Rates. AI debt. Green bonds. In this episode, Chris Joye, CIO of Coolabah Capital, lays out a macro view that cuts against consensus. He calls Bitcoin “pure Ponzi”, makes the case for re dollarisation not de dollarisation, and warns AI driven CapEx could be understated as hyperscalers…
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What a commodity supercycle would mean for Australia - Greg Cassidy | Milford
Commodity markets are back in focus. Gold has more than doubled in recent years. Lithium has flipped from surplus to deficit and iron ore continues to quietly underpin the Australian economy. So, is this the start of something bigger, like a commodity super-cycle? In this episode, we’re joined by...
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Why the US underperformed in 2025 - and why it will happen again - Cameron Gleeson
2025 saw global markets outside the US outperform and Betashares’ Cameron Gleeson believes that trend is far from over. We sat down with Cam, Senior Investment Strategist at Betashares, to unpack the macro and market forces that could see Europe, Japan, and emerging markets lead the charge in…
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The risk hiding in your client’s portfolio - Ben Preston | Orbis Investments
”Conventional wisdom will tell you that the lowest risk portfolio you can have is to have 70% of your assets in one country…that's a violation of common sense.” Ben Preston Portfolio Manager at Orbis Investments, warns that in markets dominated by a handful of mega-caps, portfolios that look...
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Graduates, not gambles: How Australia’s best small caps ‘grow up’ - Jovana Gagic | Paradice
What if the most reliable out-performers in the Australian market aren’t the blue chips, but the companies graduating quietly through the mid-cap ranks? Advisors often focus on small-cap potential or large-cap stability. But Jovana Gagic, Portfolio Manager and Analyst at Paradise Investment...
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Building an advice business for the millionaire next door - Jeff Thurecht & Marshall Brentnall
“No client wants to be scaled.” So how do you grow an advice business without making clients feel that they’re just a number? In this episode, we explore how Evalesco balances efficiency, scale, and deep personalisation to serve their “millionaire next door” client base. Ren sat down with Jeff...
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This $800bn market is just getting started - Anthony Ip | Milford
Australia's corporate bond market has quietly become the third largest in the world, and signs point towards more growth to come. With offshore giants tapping local liquidity and the AI infrastructure boom demanding trillions in new capital globally, Australia's fixed income market is no longer a...
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Private markets are an illusion - Tim Carleton | Auscap Asset Management
Today’s guest believes investors should rethink risk, and be wary of confusing calm waters with safety. In this episode, we speak to founder and CIO at Auscap Asset Management, Tim Carleton- and he does not hold back. He unpacks the flaws he sees in how private markets are valued, questions the...
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The emerging markets blind spot: are you missing the next big opportunity? | Vern du Preez, Orbis Investments
Is the next decades biggest growth story hiding in plain sight? Bryce and Ren sit down with Vern du Preez, Investment Specialist at Orbis Investments, to explore the new face of emerging markets and why it’s time to challenge old assumptions. They discuss: •Where to find real opportunity as China...
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Building a modern advice practice - Owen Raszkiewicz
AI and digital media are reshaping financial advice. Advisors now need to offer transparency, harness technology, and engage with clients in new ways or risk losing out on a new generation of clients. In this episode, we speak with Owen Raszkiewicz, founder of the Rask Group, who is leveraging...
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Generating outperformance in down markets - Hamish FitzSimons | AllianceBernstein
Beating the market doesn’t always mean chasing growth. Sometimes, it means means falling less when markets turn. Defensive equities aim to capture 80% of the upside, but only 50% of the downside- a profile designed to compound steadily and keep clients invested through volatility. Bryce and Ren...
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Educating clients on the opportunities in private assets - Jordan Ryan | Koda Capital
For the first time, Australia’s largest family offices now hold more in private markets than in public equities. It’s a shift that’s reshaping portfolio construction. So how can advisors respond? In this episode, Bryce is joined by Jordan Ryan, Private Wealth Advisor at Koda Capital, to discuss…
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The $40b hole in Aussie portfolios & how to fill it - Helen Mason | Schroders
Investors are facing a hole in their portfolio. Bank hybrids have been a popular product for retail investors, with 40% of the $40 billion market taken up by everyday Australians. Now with APRA phasing out bank hybrids, advisers face a $16 billion hole to fill in client portfolios. In this…
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Are we seeing a change at the top of the ASX? - William Curtayne | Milford
Banks, miners and franking credits. Australian investors summed up in five words. But as the first 6 months of 2025 come to an end, the top of the ASX during this time has been characterised by a struggling resources sector and a strong rotation into banks. Is this the start of a longer term…
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Stop asking the wrong questions when choosing fund managers - Chris Cuffe | Third Link
What makes a good fund manager? That is one of the hardest questions to answer in finance. Today's guest is as well placed as any to help us work through it. Chris Cuffe AO is the founding director and portfolio manager of Third Link. Chris was formerly CEO of investment managers Colonial First...
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Beating the benchmark for 20 years & counting - Ben Griffiths | Eley Griffiths Group
After more than 30 years experience in financial markets, Ben Griffiths, has learned a thing or two. As investing fads come and go, and different industries rise and fall, we wanted to unpack the lessons and techniques that have stood the test of time. Ben Griffiths, Managing Director at Eley...
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ABOUT THIS SHOW
Small improvements, compounded. That is the power of basis points.
From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improvements that compound into big outcomes.
Hosted on Acast. See acast.com/privacy for more information.
HOSTED BY
Equity Mates Media
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Frequently Asked Questions
How many episodes does Basis Points have?
Basis Points currently has 70 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Basis Points about?
Small improvements, compounded. That is the power of basis points. From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improvements that compound into big outcomes. Hosted on Acast. See acast.com/privacy for more information.
How often does Basis Points release new episodes?
Basis Points has 70 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Basis Points?
You can listen to Basis Points on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Basis Points?
Basis Points is created and hosted by Equity Mates Media.
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