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All Episodes

Investing Compass — 331 episodes

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Title
1

The investing rule that explains the next market crash

2

The investment that shields you from the new tax changes

3

4 financial ratios every investor should know

4

Why a 'cheap' ETF may not actually be cheap

5

Our favourite income ETF

6

The wealth building playbook has changed - have you adjusted?

7

Geared ETFs

8

What would happen if your income stopped tomorrow?

9

New tax changes: Pay off mortgage or invest?

10

Best Global ETF

11

Minimise tax through a will

12

Morningstar's verdict on SpaceX SPCX

13

Under the hood of popular ETFs in Australia

14

How to make your mortgage tax deductible

15

Five ways to invest smarter under the new tax regime

16

Do you have enough super?

17

ASX dividend champions: Stocks, ETFs and LICs

18

Why you shouldn’t take tips from professional investors

19

Is the relationship between risk and return broken?

20

The investing mistake I never want to make

21

Listen to these tips before giving a financial gift

22

How much you need in super if you retire without a home

23

How much you need to invest if you started late

24

The big bets you’re taking in passive investments

25

Lessons from the GFC (correction)

26

Lessons from the GFC

27

Underappreciated benefits of cash

28

How much you need to replace your salary with passive income

29

Mark's new super approach

30

Most surprising tax rules in 2025–2026

31

Why I don't like dividend stocks

32

Three ways to make your family's life easier

33

Lessons for investors from Droneshield (ASX: DRO)

34

2026 Market Outlook

35

5 considerations for new ETFs

36

[BEST OF 2025] Dividend ETFs

37

[BEST OF 2025] One of the most generous tax breaks in Australia

38

[BEST OF 2025] Cage fight: US & Australian retirement systems

39

[BEST OF 2025] 3 ETF portfolio in 2025

40

Are you a maximiser or a satisficer?

41

Christmas gifts for investors 2025

42

Where a CIO sees market opportunities

43

Tax free earnings Aussies are taking advantage of

44

A fatal error with super

45

Are we in a bubble?

46

3 question quiz to see if you're financially literate

47

Is buying a home the right decision for you?

48

Morningstar's forecasted returns for asset classes

49

6 life changing tips

50

Key lessons from Morgan Housel's Same As Ever

51

How to invest outside of super

52

Red flags for ETFs

53

Is there a better option than an SMSF?

54

The largest asset manager in the world doesn't think you will achieve your goals

55

Should Mark sell this underperforming share?

56

Can you lower your tax with a trust?

57

The pathway to financial freedom

58

Advisers are investing in droves in this product

59

How to avoid losing your super

60

{REPLAY} The Value of Franking Credits

61

Can you value a share just using dividends?

62

Your thoughts on Australia's super system

63

Market returns are secondary to this driver of returns

64

One of the most generous tax breaks in Australia

65

Are you wealthy?

66

Private Assets 101

67

How to defer income tax until you sell your shares

68

How to successfully monitor your portfolio

69

The stocks the best performing superfunds are investing in

70

Lessons from Buffett you should ignore

71

Why you should pay attention to the new super tax

72

Lowering the impact of tax on returns

73

Listen to this before you pick an ETF

74

2 new Vanguard ETFs: Income and Growth

75

Cage fight: US & Australian retirement systems

76

Market turmoil and should you send your kids to private school?

77

Work out the probability of running out of money in retirement

78

Buying a home out of reach? Try these financial goals instead.

79

Building a 3 ETF portfolio in 2025

80

How to invest in a post-tariff world

81

Should I reinvest my dividends?

82

Why Shani uses managed funds

83

How to use an inheritance: Pay off your mortgage or invest?

84

How many holdings should I have in my portfolio?

85

Insuring yourself for worst case scenarios

86

Every Aussie deserves a fair go with super

87

Mark won't hold these assets

88

Should I allocate part of my portfolio to having a punt?

89

The perfect ETF

90

Dividend ETFs

91

[Best of 2024]: How to make $100k in passive income

92

[Best of 2024]: How to build a lazy portfolio with 3 ETFs

93

Christmas gifts for investors 2024

94

Is this the best metric for income investors?

95

Increase your super balance by 25%

96

How to invest with a couple of dollars

97

How to pick a super option

98

Protecting yourself and your assets

99

3 ASX growth stocks for the long term

100

How to build a travel fund

101

Replacing hybrids

102

The Sandwich Generation: handling caring responsibilities on both ends

103

Chances are your estate will be contested. Here's how to protect it.

104

All in one Vanguard ETF deep dive

105

The value of franking credits

106

The lessons of Dollarmites

107

Aussie stocks to hold forever

108

Decoding stock picks from experts

109

DCA vs Lump Sum Investing

110

Private Credit

111

Market Update: What should you do?

112

Hedging against risks

113

Your inheritance will likely be a house. What should you do with it?

114

Shani's investment strategy

115

Dividend Aristocrats

116

Why you shouldn't wait until 35 to take your super seriously

117

How to conduct a common sense check on a stock

118

Lessons from the top performing ASX share

119

Does timing the market work?

120

Boosting income with a covered call strategy

121

The wisdom of Charlie Munger

122

How to retire early

123

Why Aussies are better investors

124

How to incorporate an expected inheritance into your financial plan

125

Key takeaways from Morningstar's Mining Outlook

126

Share deep dive: Nvidia NVDA

127

Warren Buffett says he will hold these stocks forever

128

How to make $100k in passive income

129

Debt recycling

130

This stock ticks all our boxes

131

Why Shani bought a house

132

Three most popular ETFs in Australia

133

How investors should think about business risk

134

A realistic retirement plan

135

[REPLAY] How to construct an investment portfolio

136

A step-by-step investment strategy

137

How to build a lazy portfolio with ETFs

138

Not all income is built equal

139

How to build wealth with income investing

140

The lessons from the most successful stock of the last 80 years

141

What to look for (and what to avoid) when picking ETFs

142

Mark's top 10 portfolio holdings

143

[REPLAY] Best of 2023: Paying down your mortgage vs investing

144

[REPLAY] Best of 2023: Our favourite income ETF

145

[REPLAY] Best of 2023: Build a portfolio with 3 ETFs

146

Beat the market by changing how you invest

147

How to use behavioural science to become a better investor

148

Christmas gifts for investors 2023

149

Current opportunities

150

Market update going into 2024

151

[REPLAY] State of the market – April

152

LICs vs ETFs

153

Are bonds back?

154

Should you get involved in IPOs?

155

The case for China

156

Share deep dive: Woodside (ASX: WDS)

157

What is happening with Qantas?

158

[REPLAY] Passive Income

159

Can you retire on dividends?

160

What can we learn from Japan?

161

What return are you actually getting from shares?

162

A debt time bomb

163

3 steps to financial independence

164

Market outlook: Are investors too optimistic?

165

What we think about the largest company in the world

166

The best lessons from 150 episodes

167

Personal investing lessons from a CIO

168

Structuring your portfolio for income

169

Doubling down on exposure

170

Interest rate and inflation proof investment

171

Brian Han's Outlook

172

Share deep dive: Charter Hall Long WALE REIT

173

When to rebalance

174

Paying down your mortgage vs investing

175

Does the exchange an ETF trades on matter?

176

Retirement in inflationary times

177

How investors should actually think about ESG

178

Share deep dive: Fineos

179

Our favourite income ETF

180

Picking an active manager

181

State of the Market

182

What would you do with some extra cash?

183

Future expected returns and where to allocate assets

184

Creating a portfolio with one trade

185

Lithium

186

Small Caps

187

Lessons for Investors from Silicon Valley Bank

188

Morningstar's take on the Big 4 Banks

189

International diversification with domestic equities

190

How to evaluate investment performance

191

Super wars: Vanguard vs AustralianSuper

192

The role of currency in global investing

193

Investing in public real estate

194

Asset allocation in Superannuation

195

The advantages and disadvantages of income investing

196

2023 State of the Market

197

Build a portfolio with 3 ETFs

198

Budgets to bring in the new year

199

BEST OF 2022: The Property Market

200

Sector Spotlight: Financial Services

201

BEST OF 2022: The one thing you need to know to invest successfully

202

2022 Christmas gifts for investors

203

BEST OF 2022: Build a portfolio with passive ETFs

204

Sector Spotlight: Energy

205

BEST OF 2022: The case against ETFs

206

Does crypto matter for all investors?

207

BEST OF 2022: Passive Income

208

Share deep dive: Berkshire Hathaway

209

Quality ETFs

210

High conviction ETFs and what they hold

211

Top lessons from investment professionals

212

Have we reached market bottom?

213

Coveting thy neighbour's wife

214

How much chip would a blue chip chip if a blue chip had to maintain margins?

215

Is it time to buy?

216

Give the people what they want!

217

One plus one might not equal two

218

The Toyota Prius of podcasts

219

How big should your slice of American pie be?

220

The Ghost of Paul Volcker

221

There's no place like home

222

Do we want Santa to give us coal for Christmas?

223

Gone for a century instead of a duck

224

We’ve got 99 problems but super ain’t one

225

Mark and Shani answer your questions

226

Half-Yearly Review 2022

227

Under pressure: pushing down on me, pushing down on you (Part II)

228

Under pressure: pushing down on me, pushing down on you (Part I)

229

Lessons from Greats (III)

230

Share month: Deep dive into Westpac

231

[REPLAY]: Swipe Right for Shares III

232

Bonus: Quick reflection on what to do about falling markets

233

Share month: Deep dive into Fortescue

234

[REPLAY]: Swipe Right for Shares II

235

Share month: Deep dive into A2 Milk

236

[REPLAY]: Swipe Right for Shares I

237

Share month: Deep dive into Tesla

238

The one thing you need to know to invest successfully

239

Crypto crash and how low will the market go

240

The case against ETFs

241

State of the market: May 2022

242

Make your money last longer in retirement

243

How to behave like a winner

244

Capital Allocation

245

Taking a punt on CFDs

246

[REPLAY] The four words every investor should know

247

That's a bit derivative

248

Under the hood of the ETFs you’re most likely to own

249

The Equity Risk Premium

250

Share deep dive: Kogan (ASX:KGN)

251

Ever wanted to own the world?

252

Where do babies come from?

253

Book Review: Common Stocks, Uncommon Profits

254

Deep dive on a share: Beyond Meat

255

Passive Income

256

Passive Investing: Part 2

257

Passive Investing: Part 1

258

A 'sale' worth skipping

259

Disaster Response: Equity Markets

260

Yearly Portfolio Review

261

[REPLAY] Mid-year portfolio update

262

[REPLAY] Selecting investments to reach your goals

263

[REPLAY] If you can't read the scorecard, you don't know the score

264

Why you need to rethink your retirement goals

265

Lessons from great investors

266

Musings on the markets: 2021-2022

267

The book everyone tells you to read

268

Making a list and checking it twice

269

Meeting a share IRL

270

What's not to LIC?

271

[REPLAY] How to construct a portfolio

272

Exploring Alternative Lifestyles II

273

Exploring Alternative Lifestyles

274

Breaking the internet: Bitcoin ETFs

275

Let's get real: Infrastructure and Listed Property

276

The misfits: A holistic look at portfolio construction

277

How super is Super: Part 2

278

How super is Super

279

Taking stock: fund managers and their top picks

280

All about the Melbas

281

A deep dive into ETFs (Part II)

282

A deep dive into ETFs

283

I'm not a businessman, I'm a business, man

284

Swipe right for shares: Part 3

285

Swipe right for shares: Part 2

286

Swipe right for shares: Part 1

287

I guess you lose some and win some, as long as the outcome is income

288

Cash rules everything around me

289

Turn your head and cough - time for your portfolio check-up

290

If you can't read the scoreboard, you don't know the score

291

Devine intervention II: The finfluencers strike back

292

Devine Intervention

293

Shortcut to Index Funds

294

Does anyone look good in platforms?

295

You down with ESG? (Yeah, you know me)

296

Risky Business

297

Checking the barometer

298

Living the theme

299

The four words every investor should know

300

Special Episode: Inflation

301

Are emerging markets worth the risk?

302

Selecting investments to reach your goals

303

Bonds

304

How passive is passive investing?

305

Lessons from market crashes

306

Have market conditions impacted how much you need in retirement?

307

What are top fund managers holding?

308

Morningstar take on Buy Now, Pay Later

309

Shortcut to Diversification

310

SPACs (Special Purpose Acquisition Companies)

311

Tech stocks

312

Is the market overvalued?

313

Shortcut to Financial Statements

314

Bitcoin

315

Shortcut to Asset Allocation

316

Morningstar take on the GameStop saga

317

International Investing

318

Shortcut to Valuation

319

How to Select Funds and ETFs

320

Shortcut to Alpha and Beta

321

What to do before you start investing

322

Christmas Gift Ideas for Investors

323

Improving Investing Outcomes for Women

324

How do interest rates impact investments?

325

Unlocking the value of financial advice (even if you're self-advised)

326

Investing during the US Presidential Election

327

What are managed funds and ETFs?

328

Demystifying Investing Myths

329

What is a dividend?

330

What is a share?

331

Introducing Investing Compass