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All Episodes

Investing Compass — 322 episodes

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Title
1

Best Global ETF

2

Minimise tax through a will

3

Morningstar's verdict on SpaceX SPCX

4

Under the hood of popular ETFs in Australia

5

How to make your mortgage tax deductible

6

Five ways to invest smarter under the new tax regime

7

Do you have enough super?

8

ASX dividend champions: Stocks, ETFs and LICs

9

Why you shouldn’t take tips from professional investors

10

Is the relationship between risk and return broken?

11

The investing mistake I never want to make

12

Listen to these tips before giving a financial gift

13

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

14

How much you need to invest if you started late

15

The big bets you’re taking in passive investments

16

Lessons from the GFC (correction)

17

Lessons from the GFC

18

Underappreciated benefits of cash

19

How much you need to replace your salary with passive income

20

Mark's new super approach

21

Most surprising tax rules in 2025–2026

22

Why I don't like dividend stocks

23

Three ways to make your family's life easier

24

Lessons for investors from Droneshield (ASX: DRO)

25

2026 Market Outlook

26

5 considerations for new ETFs

27

[BEST OF 2025] Dividend ETFs

28

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

29

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

30

[BEST OF 2025] 3 ETF portfolio in 2025

31

Are you a maximiser or a satisficer?

32

Christmas gifts for investors 2025

33

Where a CIO sees market opportunities

34

Tax free earnings Aussies are taking advantage of

35

A fatal error with super

36

Are we in a bubble?

37

3 question quiz to see if you're financially literate

38

Is buying a home the right decision for you?

39

Morningstar's forecasted returns for asset classes

40

6 life changing tips

41

Key lessons from Morgan Housel's Same As Ever

42

How to invest outside of super

43

Red flags for ETFs

44

Is there a better option than an SMSF?

45

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

46

Should Mark sell this underperforming share?

47

Can you lower your tax with a trust?

48

The pathway to financial freedom

49

Advisers are investing in droves in this product

50

How to avoid losing your super

51

{REPLAY} The Value of Franking Credits

52

Can you value a share just using dividends?

53

Your thoughts on Australia's super system

54

Market returns are secondary to this driver of returns

55

One of the most generous tax breaks in Australia

56

Are you wealthy?

57

Private Assets 101

58

How to defer income tax until you sell your shares

59

How to successfully monitor your portfolio

60

The stocks the best performing superfunds are investing in

61

Lessons from Buffett you should ignore

62

Why you should pay attention to the new super tax

63

Lowering the impact of tax on returns

64

Listen to this before you pick an ETF

65

2 new Vanguard ETFs: Income and Growth

66

Cage fight: US & Australian retirement systems

67

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

68

Work out the probability of running out of money in retirement

69

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

70

Building a 3 ETF portfolio in 2025

71

How to invest in a post-tariff world

72

Should I reinvest my dividends?

73

Why Shani uses managed funds

74

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

75

How many holdings should I have in my portfolio?

76

Insuring yourself for worst case scenarios

77

Every Aussie deserves a fair go with super

78

Mark won't hold these assets

79

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

80

The perfect ETF

81

Dividend ETFs

82

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

83

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

84

Christmas gifts for investors 2024

85

Is this the best metric for income investors?

86

Increase your super balance by 25%

87

How to invest with a couple of dollars

88

How to pick a super option

89

Protecting yourself and your assets

90

3 ASX growth stocks for the long term

91

How to build a travel fund

92

Replacing hybrids

93

The Sandwich Generation: handling caring responsibilities on both ends

94

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

95

All in one Vanguard ETF deep dive

96

The value of franking credits

97

The lessons of Dollarmites

98

Aussie stocks to hold forever

99

Decoding stock picks from experts

100

DCA vs Lump Sum Investing

101

Private Credit

102

Market Update: What should you do?

103

Hedging against risks

104

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

105

Shani's investment strategy

106

Dividend Aristocrats

107

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

108

How to conduct a common sense check on a stock

109

Lessons from the top performing ASX share

110

Does timing the market work?

111

Boosting income with a covered call strategy

112

The wisdom of Charlie Munger

113

How to retire early

114

Why Aussies are better investors

115

How to incorporate an expected inheritance into your financial plan

116

Key takeaways from Morningstar's Mining Outlook

117

Share deep dive: Nvidia NVDA

118

Warren Buffett says he will hold these stocks forever

119

How to make $100k in passive income

120

Debt recycling

121

This stock ticks all our boxes

122

Why Shani bought a house

123

Three most popular ETFs in Australia

124

How investors should think about business risk

125

A realistic retirement plan

126

[REPLAY] How to construct an investment portfolio

127

A step-by-step investment strategy

128

How to build a lazy portfolio with ETFs

129

Not all income is built equal

130

How to build wealth with income investing

131

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

132

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

133

Mark's top 10 portfolio holdings

134

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

135

[REPLAY] Best of 2023: Our favourite income ETF

136

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

137

Beat the market by changing how you invest

138

How to use behavioural science to become a better investor

139

Christmas gifts for investors 2023

140

Current opportunities

141

Market update going into 2024

142

[REPLAY] State of the market – April

143

LICs vs ETFs

144

Are bonds back?

145

Should you get involved in IPOs?

146

The case for China

147

Share deep dive: Woodside (ASX: WDS)

148

What is happening with Qantas?

149

[REPLAY] Passive Income

150

Can you retire on dividends?

151

What can we learn from Japan?

152

What return are you actually getting from shares?

153

A debt time bomb

154

3 steps to financial independence

155

Market outlook: Are investors too optimistic?

156

What we think about the largest company in the world

157

The best lessons from 150 episodes

158

Personal investing lessons from a CIO

159

Structuring your portfolio for income

160

Doubling down on exposure

161

Interest rate and inflation proof investment

162

Brian Han's Outlook

163

Share deep dive: Charter Hall Long WALE REIT

164

When to rebalance

165

Paying down your mortgage vs investing

166

Does the exchange an ETF trades on matter?

167

Retirement in inflationary times

168

How investors should actually think about ESG

169

Share deep dive: Fineos

170

Our favourite income ETF

171

Picking an active manager

172

State of the Market

173

What would you do with some extra cash?

174

Future expected returns and where to allocate assets

175

Creating a portfolio with one trade

176

Lithium

177

Small Caps

178

Lessons for Investors from Silicon Valley Bank

179

Morningstar's take on the Big 4 Banks

180

International diversification with domestic equities

181

How to evaluate investment performance

182

Super wars: Vanguard vs AustralianSuper

183

The role of currency in global investing

184

Investing in public real estate

185

Asset allocation in Superannuation

186

The advantages and disadvantages of income investing

187

2023 State of the Market

188

Build a portfolio with 3 ETFs

189

Budgets to bring in the new year

190

BEST OF 2022: The Property Market

191

Sector Spotlight: Financial Services

192

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

193

2022 Christmas gifts for investors

194

BEST OF 2022: Build a portfolio with passive ETFs

195

Sector Spotlight: Energy

196

BEST OF 2022: The case against ETFs

197

Does crypto matter for all investors?

198

BEST OF 2022: Passive Income

199

Share deep dive: Berkshire Hathaway

200

Quality ETFs

201

High conviction ETFs and what they hold

202

Top lessons from investment professionals

203

Have we reached market bottom?

204

Coveting thy neighbour's wife

205

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

206

Is it time to buy?

207

Give the people what they want!

208

One plus one might not equal two

209

The Toyota Prius of podcasts

210

How big should your slice of American pie be?

211

The Ghost of Paul Volcker

212

There's no place like home

213

Do we want Santa to give us coal for Christmas?

214

Gone for a century instead of a duck

215

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

216

Mark and Shani answer your questions

217

Half-Yearly Review 2022

218

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

219

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

220

Lessons from Greats (III)

221

Share month: Deep dive into Westpac

222

[REPLAY]: Swipe Right for Shares III

223

Bonus: Quick reflection on what to do about falling markets

224

Share month: Deep dive into Fortescue

225

[REPLAY]: Swipe Right for Shares II

226

Share month: Deep dive into A2 Milk

227

[REPLAY]: Swipe Right for Shares I

228

Share month: Deep dive into Tesla

229

The one thing you need to know to invest successfully

230

Crypto crash and how low will the market go

231

The case against ETFs

232

State of the market: May 2022

233

Make your money last longer in retirement

234

How to behave like a winner

235

Capital Allocation

236

Taking a punt on CFDs

237

[REPLAY] The four words every investor should know

238

That's a bit derivative

239

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

240

The Equity Risk Premium

241

Share deep dive: Kogan (ASX:KGN)

242

Ever wanted to own the world?

243

Where do babies come from?

244

Book Review: Common Stocks, Uncommon Profits

245

Deep dive on a share: Beyond Meat

246

Passive Income

247

Passive Investing: Part 2

248

Passive Investing: Part 1

249

A 'sale' worth skipping

250

Disaster Response: Equity Markets

251

Yearly Portfolio Review

252

[REPLAY] Mid-year portfolio update

253

[REPLAY] Selecting investments to reach your goals

254

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

255

Why you need to rethink your retirement goals

256

Lessons from great investors

257

Musings on the markets: 2021-2022

258

The book everyone tells you to read

259

Making a list and checking it twice

260

Meeting a share IRL

261

What's not to LIC?

262

[REPLAY] How to construct a portfolio

263

Exploring Alternative Lifestyles II

264

Exploring Alternative Lifestyles

265

Breaking the internet: Bitcoin ETFs

266

Let's get real: Infrastructure and Listed Property

267

The misfits: A holistic look at portfolio construction

268

How super is Super: Part 2

269

How super is Super

270

Taking stock: fund managers and their top picks

271

All about the Melbas

272

A deep dive into ETFs (Part II)

273

A deep dive into ETFs

274

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

275

Swipe right for shares: Part 3

276

Swipe right for shares: Part 2

277

Swipe right for shares: Part 1

278

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

279

Cash rules everything around me

280

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

281

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

282

Devine intervention II: The finfluencers strike back

283

Devine Intervention

284

Shortcut to Index Funds

285

Does anyone look good in platforms?

286

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

287

Risky Business

288

Checking the barometer

289

Living the theme

290

The four words every investor should know

291

Special Episode: Inflation

292

Are emerging markets worth the risk?

293

Selecting investments to reach your goals

294

Bonds

295

How passive is passive investing?

296

Lessons from market crashes

297

Have market conditions impacted how much you need in retirement?

298

What are top fund managers holding?

299

Morningstar take on Buy Now, Pay Later

300

Shortcut to Diversification

301

SPACs (Special Purpose Acquisition Companies)

302

Tech stocks

303

Is the market overvalued?

304

Shortcut to Financial Statements

305

Bitcoin

306

Shortcut to Asset Allocation

307

Morningstar take on the GameStop saga

308

International Investing

309

Shortcut to Valuation

310

How to Select Funds and ETFs

311

Shortcut to Alpha and Beta

312

What to do before you start investing

313

Christmas Gift Ideas for Investors

314

Improving Investing Outcomes for Women

315

How do interest rates impact investments?

316

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

317

Investing during the US Presidential Election

318

What are managed funds and ETFs?

319

Demystifying Investing Myths

320

What is a dividend?

321

What is a share?

322

Introducing Investing Compass