All episodes

Integrating super funds, managing cross-subsidisation and the governance principles | Deanne Stewart

Monetising the sun, grid parity and understanding the energy curve | Sam Reynolds

Fed delusions, an unholy balance sheet recession and the coronavirus act of war | Danielle DiMartino Booth

Impact of COVID-19, real assets and identifying resilience | Dania Zinurova

Investment beliefs, avoiding market timing seduction and what really matters | Sam​ Sicilia

Preserving capital, fundamental value, and client expectation matching | Kyle Lidbury

Investment governance, risk management, and stress testing the future | Craig Roodt

Super tax concessions, asset taper rates and a hidden pension loan scheme | Andrew Boal

Unchartered waters, intergenerational equity and a holistic super system | David Knox

Irrational exuberance, caveat emptor and impediments in the retirement system | Rob Prugue

Systematic modelling, judgement overlays and the asset allocation process | Alex Cathcart

Finding purpose in retirement, a 100-year life and fighting the long-term | Nicolette Rubinsztein

Fiduciary responsibility, moral obligations and the ideological debate | Graeme Russell

Alternative data, AI and narratives in a post pandemic world | Michael Kollo

Robinhood day-traders, FOMO and the confidence game | Jim Bianco

Alpha versus IRR, real estate performance and the fiduciary industrial complex | Mitch Bollinger

Energy intensity, rare-earth minerals and the hydrogen fallacy | Lurion De Mello

Anchoring values, fostering your ethical DNA, and the pub test | Vanessa Pigrum

Guardians of super, CIO evolution and overcoming disunity | Michael Swinsburg

Sun Tzu, white pointers, and gambling on country GDP | Andrew Quin

Decentralised finance, crypto and the Wild West | Henrik Andersson

Core tenets, asset quality and the X factor | Lukasz de Pourbaix

Portfolio paradigms, hurdles and integrating outcomes | Jeff Chee

Market fragility, path dependence and no free lunches | Brian Singer

Pandemics, catastrophe insurance and pricing risk | Urs Ramseier

Liquidity-driven dislocations, convexity and credit | Stuart Fiertz

Portfolio rebalancing, illiquidity and implementation | Ronan McCabe

Systemic financial crises, green swans and resilience | Frederic Samama

Special situations, recovery rates and Chinese distressed debt | Ben Fanger

Retirement system failures, product design and cohort risk | Wade Matterson

Market dislocation, debt triggers and high yield | David Newman

Death of the bond markets, negative rates and Bitcoin | Vimal Gor

State of the markets, MMT and the role of super | Con Michalakis

The role of narratives, uncertainty and member engagement | Simon Russell

Vagabonding, pressures in super and interpreting risk | Sean Henaghan