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All Episodes

Basis Points — 48 episodes

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Title
1

Lessons from David Swensen: Equity bias, alignment of interest & why boring is beautiful

2

He interviewed 800 advisers around the world. Here's the one thing they all got wrong

3

Ethics CPD with Dr Katherine Hunt

4

War, rebounds & rate hikes: Why you shouldn’t go all-in on Equities

5

What 17 years in the Navy taught this adviser about money

6

Evidentia’s Jo Cornwell: How to pick winning funds (and avoid blow-ups)

7

How this adviser built a $600m business in less than a decade

8

The woman deploying $15bn into Australia’s future: Quantum computing, space & defence

9

Why inheriting a fortune can tear a family apart - and how to stop it

10

Why institutions are quietly buying Bitcoin

11

Kerr Neilson on oil shocks and why gold will hit $8,000

12

Big Things Ahead: Ally Selby joins Basis Points

13

Christopher Joye sees the world differently: Bitcoin, Interest Rates, Green Bonds & AI Debt

14

What a commodity supercycle would mean for Australia - Greg Cassidy | Milford

15

Why the US underperformed in 2025 - and why it will happen again - Cameron Gleeson

16

The risk hiding in your client’s portfolio - Ben Preston | Orbis Investments

17

Graduates, not gambles: How Australia’s best small caps ‘grow up’ - Jovana Gagic | Paradice

18

Building an advice business for the millionaire next door - Jeff Thurecht & Marshall Brentnall

19

This $800bn market is just getting started - Anthony Ip | Milford

20

Private markets are an illusion - Tim Carleton | Auscap Asset Management

21

The emerging markets blind spot: are you missing the next big opportunity? | Vern du Preez, Orbis Investments

22

Building a modern advice practice - Owen Raszkiewicz

23

Generating outperformance in down markets - Hamish FitzSimons | AllianceBernstein

24

Educating clients on the opportunities in private assets - Jordan Ryan | Koda Capital

25

The $40b hole in Aussie portfolios & how to fill it - Helen Mason | Schroders

26

Are we seeing a change at the top of the ASX? - William Curtayne | Milford

27

Stop asking the wrong questions when choosing fund managers - Chris Cuffe | Third Link

28

Beating the benchmark for 20 years & counting - Ben Griffiths | Eley Griffiths Group

29

Lessons from 50 years of stock market cycles - Simon Skinner | Orbis Investments

30

The India opportunity: 10x growth and what comes next - Mugunthan Siva | India Avenue

31

Beating the market in a time of hyper-disruption - Alex Pollak | Loftus Peak

32

Tariffs, turmoil and resilient portfolios: A guide for advisers - Richard Quin | Bentham Asset Management

33

AI is changing advice forever - Kunal Kapoor | Morningstar

34

Alternative assets have killed the 60/40 portfolio - Felicity Walsh | Franklin Templeton

35

Reading the bond market's warning signs - Jonathon Costello | Janus Henderson

36

Three small caps with big potential - Roland Houghton | Milford

37

Why this fund manager is betting BIG on the UK - Stephen Arnold | Aoris

38

The caveman in your portfolio: Why behaviour sabotages returns - Alec Cutler | Orbis Investments

39

What to look for in an asset consultant - Angela Ashton | Evergreen

40

Macro outlook, where to for rates & why now for bonds - Rob Mead | PIMCO

41

Overweight Alibaba, underweight Nvidia: Playing the expectations game with Matt Wacher | Morningstar

42

Don't blow up your client's money with Charlie Viola | Viola Private Wealth

43

We're entering a stock pickers market with Eric Marais | Orbis Investments

44

What you're getting wrong about diversification with Adam Bajcarz | Apt Wealth

45

There's more to life than the Magnificent Seven with Alexander Whight | Milford

46

Entering the golden age of financial advice with Andrew Hewison | Hewison Private Wealth

47

Up 4x since 2019, where to next for ETFs with Emma Quinn and Oran D'Arcy | Cboe Australia

48

Introducing: Basis Points by Equity Mates