All Episodes

BONUS | Dividends, data centres and dirt: Inside the resources rally

2026 reporting season: The great divide

The wolf in sheep’s clothing: Is momentum hiding in your portfolio?

Inside AI: What 30+ ASX boardrooms reveal

Asia’s tech trade: Powered by a few, missed by many

Diversification hasn’t disappeared. It’s evolving.

It’s uncomfortable to be in quality right now

What the growing IPO pipeline in Asia is telling investors

Navigating a multipolar world

2026 Outlook: Rotations, resources and re-ratings

Open AI, Amazon, NVIDIA: Bubble or breakthrough?

Asia: From factories to tech powerhouse

BONUS | Australia's banking giant: Why CBA continues to lead

Reporting season recap: Decoding market dispersions

Beyond human bias: The systematic advantage

Asia vs the world: Why liquidity could shift East

CIO Outlook: The global rewiring is underway

Bonds are back: The Fed may cut more than you think

The end of US exceptionalism: Myth or reality?

Is it time to be more bullish on emerging markets?

The most volatile reporting season yet?

How could Australia's mining industry be impacted by tariffs and the repeal of the IRA?

Japan's market revolution: From deflation to inflation

Outlook 2025: In tech we trust

Trump wins: Tariffs, inflation and the road ahead

Australia's Magnificent Six?

Unpacking reporting season: Is tech the answer to rising costs and productivity concerns?

Should you believe the market on AI? And a veteran Investor’s lessons from 10 years investing in Asia

Inside the mind of a short seller

Beyond India’s elections

Are China and Japan having a renaissance?

BONUS | How can real estate save 200 flights between London and New York?

Searching for the next Magnificent 7

Insights from a CIO: Elections, China and interest rates

Elections, stocks and AI: Our 'crystal ball' for the year ahead

Has 2023 set us up for a bullish or bearish 2024?

An investor’s playbook to global unrest

Paul Taylor | Wise men say, only fools rush in… to Ozempic

James Abela | The unloved darling of small caps

3 Aussie experts | Stacking the odds in your favour

Paul Taylor | 1.3km under the Gobi Desert: Rio Tinto’s solution for global copper supply

James Abela | A decade of finding future leaders and why traditional value stocks aren’t working

James Abela | Expectations for reporting season

Paul Taylor | 20 years of lessons, leaders and losers | Wisetech, SEEK, Billabong and Domino’s

Paul Taylor | The green premium: How Australia’s ESG standards could make us a winner for critical minerals

James Abela | The epicentre of concern: analysing the consumer sector

BONUS EPISODE | 2023 Budget: increased focus on consumers and healthcare

Paul Taylor | Investing in property when rates are rising? | Goodman Group, Blackmores & Silk Laser

James Abela | Welcome to the paradigm shift | Altium, Orica, Auckland Airport & Vicinity Centres

BONUS EPISODE | A ‘golden’ era for resources?

James Abela | Small and mid-caps: What are the signals telling us?

Paul Taylor | What does SVB mean for Aussie financials?

BONUS | PM to PM | February 2023 reporting season

James Abela | Reality bites for markets

Paul Taylor | Have rate rises done enough?

James Abela | Peak, peak, peak?

Paul Taylor | China and inflation: Headwind or tailwind?

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