Investing Compass
224 episodes - English - Latest episode: about 1 month ago - ★★★★★ - 22 ratingsInvesting compass is brought to you by Morningstar Australia. We’ll run through the fundamentals of investing, taking a deep dive of concepts and offer practical explanations, tools and resources that will allow you to invest confidently. The information contained in this podcast is general in nature, it does not take into consideration your personal objectives, financial situation or needs.
Hosted on Acast. See acast.com/privacy for more information.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Give the people what they want!
October 01, 2022 19:00 - 24 minutes - 56.4 MBWe explore the most common question we get – how to choose a broker. Join us virtually or in person at our conference. Purchase tickets at over 80% off with the code SUPERBIRD22 here: https://web.cvent.com/event/4fb4cee4-a9ff-4ff3-b03b-40bb50de562a/regPage:aff7e8f8-38a5-4e3c-b763-c674f956a86e?RefId=MIC_CPR&rp=6e942759-d352-40af-9436-888d733f50bc To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here: htt...
One plus one might not equal two
September 24, 2022 20:00 - 27 minutes - 61.9 MBWe take a deep dive into Perpetual and assess the opportunity for investors as Perpetual and Pendal come together as one company Join us virtually or in person at our conference. Purchase tickets at over 80% off with the code SUPERBIRD22 here: https://web.cvent.com/event/4fb4cee4-a9ff-4ff3-b03b-40bb50de562a/regPage:aff7e8f8-38a5-4e3c-b763-c674f956a86e?RefId=MIC_CPR&rp=6e942759-d352-40af-9436-888d733f50bc To submit any questions or feedback, please email [email protected] o...
The Toyota Prius of podcasts
September 17, 2022 20:00 - 15 minutes - 35.8 MBThis episode is an explainer on Hybrids – what they are, how they work, and whether they have a place in your portfolio. Join us virtually or in person at our conference. Purchase tickets at over 80% off with the code SUPERBIRD22 here: https://web.cvent.com/event/4fb4cee4-a9ff-4ff3-b03b-40bb50de562a/regPage:aff7e8f8-38a5-4e3c-b763-c674f956a86e?RefId=MIC_CPR&rp=6e942759-d352-40af-9436-888d733f50bc To submit any questions or feedback, please email [email protected] or leave ...
How big should your slice of American pie be?
September 10, 2022 20:00 - 18 minutes - 42.7 MBIn a listener requested episode (with our second ever podcast guest), we explore whether valuations should impact asset allocation decisions. Join us virtually or in person at our conference. Purchase tickets at over 80% off with the code SUPERBIRD22 here: https://web.cvent.com/event/4fb4cee4-a9ff-4ff3-b03b-40bb50de562a/regPage:aff7e8f8-38a5-4e3c-b763-c674f956a86e?RefId=MIC_CPR&rp=6e942759-d352-40af-9436-888d733f50bc To submit any questions or feedback, please email mark.lamonica1@morn...
The Ghost of Paul Volcker
September 03, 2022 20:00 - 17 minutes - 39.3 MBIs the ghost of Paul Volcker haunting the markets? In this episode, we look at how central banks have acted to reign in inflation before, and the lessons that investors can learn from this. Join us virtually or in person at our conference. Purchase tickets at over 80% off with the code SUPERBIRD22 here: https://web.cvent.com/event/4fb4cee4-a9ff-4ff3-b03b-40bb50de562a/regPage:aff7e8f8-38a5-4e3c-b763-c674f956a86e?RefId=MIC_CPR&rp=6e942759-d352-40af-9436-888d733f50bc To submit any questi...
There's no place like home
August 27, 2022 20:00 - 30 minutes - 69.5 MBIn a listener requested episode, we discuss the property market. Join the waitlist for our conference: https://go.morningstar.com.au/miic To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Hosted on Acast. S...
Do we want Santa to give us coal for Christmas?
August 20, 2022 20:00 - 24 minutes - 56.4 MBIn this Sector Spotlight, we explore the commodities industry, and what investors should think about when investing in the industry. Join the waitlist for our conference: https://go.morningstar.com.au/miic To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au...
Gone for a century instead of a duck
August 13, 2022 20:00 - 15 minutes - 36 MBFor our 100th episode, we reflect on what we believe are the core principles for successful investing. Join the waitlist for our conference: https://go.morningstar.com.au/miic To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investi...
We’ve got 99 problems but super ain’t one
August 06, 2022 20:00 - 28 minutes - 65.9 MBFor our 99th episode, we explore super and fees. After our half-yearly portfolio check, we received quite a few emails asking for an explanation about what Shani considered as too much for fees on her investments. In this episode, we explore the impact of fees, how to decide what is too much, and focus in on super – when do the costs of operating and managing an SMSF make sense? Tickets to be released this week! Join the waitlist for our conference: https://go.morningstar.com.au/miic To...
Mark and Shani answer your questions
July 30, 2022 20:00 - 19 minutes - 44.1 MBAt last, the hotly-anticipated Q&A episode*. We’ve asked listeners to submit their investing questions for us to answer, and have our first ever guest on the podcast – and it’s a listener! *may or may not be hotly-anticipated. Join the waitlist for our conference: https://go.morningstar.com.au/miic To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Addit...
Half-Yearly Review 2022
July 23, 2022 20:00 - 25 minutes - 58.5 MBMark and Shani have been reviewing their portfolios on a half-yearly basis to add transparency to portfolio monitoring and maintenance. Listen to the half yearly update for 2022 where they discuss what's changed with their portfolios in the last six months, how they're tracking towards their goals and what's important to focus on in the current environment. Join the waitlist for our conference: https://go.morningstar.com.au/miic To submit any questions or feedback, please email mark.la...
Under pressure: pushing down on me, pushing down on you (Part II)
July 16, 2022 20:15 - 10 minutes - 24.1 MBIn this two part series, we run through how rising costs impact companies and consumers, and how this will impact investors and investments. We forecast businesses will not be able to meet investor expectations in upcoming earnings seasons in the US and Australia, and what investors should do with their portfolio and investments, including exploring the merits and disadvantages of tactical allocations to cash during downturns. To submit any questions or feedback, please email mark.lamon...
Under pressure: pushing down on me, pushing down on you (Part I)
July 16, 2022 20:00 - 28 minutes - 64.4 MBIn this two part series, we run through how rising costs impact companies and consumers, and how this will impact investors and investments. We forecast businesses will not be able to meet investor expectations in upcoming earnings seasons in the US and Australia, and what investors should do with their portfolio and investments, including exploring the merits and disadvantages of tactical allocations to cash during downturns. To submit any questions or feedback, please email mark.lamon...
Lessons from Greats (III)
July 09, 2022 20:00 - 22 minutes - 52.5 MBIn one of our most popular series', we do our third round of lessons from the greats. This episode goes into Jim Rogers, Seth Klarman and Henry Singleton. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Join the waitlist for our conference: https://go.morningstar.com.au/miic Additional resources from our episodes are available via our website: https://...
Share month: Deep dive into Westpac
July 02, 2022 20:00 - 27 minutes - 62.1 MBAs part of share month, we take a deep dive into highly requested share, Westpac. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Join our Facebook Group here: https://www.facebook.com/groups/317184219201...
[REPLAY]: Swipe Right for Shares III
June 29, 2022 22:22 - 31 minutes - 21.4 MBAs part of share month, we refresh your memory on how to pick shares. The third part of the series on how to pick shares covers finding a share that is right for you. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass...
Bonus: Quick reflection on what to do about falling markets
June 25, 2022 20:05 - 5 minutes - 13.4 MBTo leave a question for our Q&A episode, please email [email protected] or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass A quick reflection on what investors should do in light of falling markets Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Join our Facebook Group here: https://www.facebook.com/groups/317184219201344 ...
Share month: Deep dive into Fortescue
June 25, 2022 20:00 - 25 minutes - 57.6 MBAs part of share month, we take a deep dive into listener requested share, Fortescue. To leave a question for our Q&A episode, please email [email protected] or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Join our Facebook Group here: https://www.facebook.com/groups/3171...
[REPLAY]: Swipe Right for Shares II
June 22, 2022 20:00 - 31 minutes - 21.9 MBAs part of share month, we refresh your memory on how to pick shares. The second of our three part series on how to pick shares covers calculating a fair value. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/20...
Share month: Deep dive into A2 Milk
June 18, 2022 20:00 - 23 minutes - 54.9 MBAs part of share month, we take a deep dive into listener requested share, A2 Milk. To leave a question for our Q&A episode, please email [email protected] or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Join our Facebook Group here: https://www.facebook.com/groups/317184...
[REPLAY]: Swipe Right for Shares I
June 15, 2022 20:00 - 25 minutes - 17.7 MBAs part of share month, we refresh your memory on how to pick shares. The first part of our series covers finding great businesses. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Join our Facebook Group h...
Share month: Deep dive into Tesla
June 11, 2022 20:00 - 21 minutes - 50.3 MBAs part of share month, we take a deep dive into highly requested Tesla. To leave a question for our Q&A episode, please email [email protected] or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Join our Facebook Group here: https://www.facebook.com/groups/317184219201344 ...
The one thing you need to know to invest successfully
June 04, 2022 20:00 - 15 minutes - 36.5 MBMath anxiety impacts around 50% of the population. Join us as we help ease this anxiety, and work through how math fits into successful investing. To leave a question for our Q&A episode, please email [email protected] or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Join ...
Crypto crash and how low will the market go
May 28, 2022 20:00 - 17 minutes - 40.8 MBWe go through lessons from the crash of crypto coin Terra and a prediction of how far the market will fall. To send competition entries for our book, or if you have any questions/feedback please email [email protected]. To leave a question for our Q&A episode, please email [email protected] or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our ...
The case against ETFs
May 21, 2022 20:00 - 20 minutes - 46.6 MBWe all know the pros of ETFs - ease of access, trade intraday and in some cases, brokerage is free. So - we put up the case against ETFs. To send competition entries for our book, or if you have any questions/feedback please email [email protected]. To leave a question for our Q&A episode, please email [email protected] or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are a...
State of the market: May 2022
May 14, 2022 20:00 - 15 minutes - 35.5 MBIt seems like markets have been teetering on the edge, and have commenced falling. If past bear markets are anything to go by, we're not even halfway there yet. This episode looks at the current state of the market, and the context in which it should be viewed. To send competition entries for our book, pr if you have any questions or feedback please email [email protected]. To leave a question for our Q&A episode, please email [email protected] or leave us a voice...
Make your money last longer in retirement
May 07, 2022 20:00 - 21 minutes - 48.8 MBIn this episode, we take a look at the bucket withdrawal strategy, a withdrawal strategy that was developed because most people do not have an asset base to generate a passive income without dipping into capital. We explore what it is, how they are set up and what they contain. For any comments, questions or feedback please email [email protected] Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compa...
How to behave like a winner
April 30, 2022 20:00 - 25 minutes - 58.4 MBYour behaviour impacts your returns more than you think. In this episode, we explore ways that you can increase your odds of better outcomes. For any comments, questions or feedback please email [email protected] Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Join our Facebook Group here: https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton ...
Capital Allocation
April 24, 2022 05:38 - 27 minutes - 63.1 MBThis episode goes through the different capital allocation levers that companies can utilise, and how to tell if a potential investment is allocating capital in a way that benefits future outcomes for shareholders. For any comments, questions or feedback please email [email protected] Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Join our Facebook Group here: https://www.f...
Taking a punt on CFDs
April 21, 2022 04:43 - 19 minutes - 43.5 MBOn this episode, we explore CFDs - Contracts for Difference. They're controversial investments that are facing scrutiny from regulators around the world - but investors keep using them. Do they have a place in your portfolio? For any comments, questions or feedback please email [email protected] Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Join our Facebook Group here: htt...
[REPLAY] The four words every investor should know
April 16, 2022 19:33 - 19 minutes - 44.8 MBIn a replay from last year we tackle whether a compelling story makes a compelling investment. For any comments, questions or feedback please email [email protected] Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Join our Facebook Group here: https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast...
That's a bit derivative
April 09, 2022 20:00 - 22 minutes - 50.7 MBWe explore derivatives - what they are, and how they can be used in your portfolio. For any comments, questions or feedback please email [email protected] Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Join our Facebook Group here: https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy...
Under the hood of the ETFs you’re most likely to own
April 02, 2022 20:00 - 30 minutes - 70.6 MBWe take a look under the hood of the ASX200 and the S&P 500 – what the top holdings are and what our analysts think of them. We also look at a couple of actively managed funds – Magellan Infrastructure (ASX:MICH) and Hyperion Global Growth Companies (ASX: HYGG) – where have these fundies taken their largest bets? For any comments, questions or feedback please email [email protected] Additional resources from our episodes are available via our website: https://www.morningstar.c...
The Equity Risk Premium
March 26, 2022 19:00 - 15 minutes - 34.9 MBThis episode covers the equity risk premium. We quantify how much you're compensated for the risk you take on when investing in shares. For any comments, questions or feedback please email [email protected] Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Join our Facebook Group here: https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – www...
Share deep dive: Kogan (ASX:KGN)
March 19, 2022 19:00 - 24 minutes - 56.6 MBWe do our second deep stock deep dive from Morningstar's March Best Idea List - this time, ASX-listed Kogan (ASX:KGN). We show investors what to look out for in quality stocks that may be out of favour with the market. For any comments, questions or feedback please email [email protected] Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Join our Facebook Group here: https://ww...
Ever wanted to own the world?
March 12, 2022 19:00 - 21 minutes - 49.7 MBThink you know what it takes to be a passive investor? In this episode, we explore what a truly passive portfolio would look like, built with ETFs. For any comments, questions or feedback please email [email protected] Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Join our Facebook Group here: https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: Willi...
Where do babies come from?
March 05, 2022 18:59 - 19 minutes - 44.7 MBIn this episode, we look at where returns come from. For any comments, questions or feedback please email [email protected] Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Join our Facebook Group here: https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
Book Review: Common Stocks, Uncommon Profits
February 26, 2022 18:59 - 29 minutes - 68 MBWe review Philip Fisher’s iconic book that has influenced their approach to growth stock investing for many professional investors. For any comments, questions or feedback please email [email protected] Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
Deep dive on a share: Beyond Meat
February 19, 2022 19:00 - 35 minutes - 80.5 MBWe do a deep dive on Beyond Meat which is one of Morningstar's best share ideas For any comments, questions or feedback please email [email protected] Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
Passive Income
February 12, 2022 18:59 - 25 minutes - 57.7 MBMark speaks about his approach to generating passive income. For any comments, questions or feedback please email [email protected] Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
Passive Investing: Part 2
February 05, 2022 19:05 - 16 minutes - 37.9 MBIn this two part podcast (both released today), we take a deep dive into passive investing. In this second part, we discuss how to pick a good passive ETF for your portfolio. For any comments, questions or feedback please email [email protected] Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acas...
Passive Investing: Part 1
February 05, 2022 19:00 - 29 minutes - 66.6 MBIn this two-part podcast (both released today), we take a deep dive into passive investing. In this first part, we discuss the evolution of passive investing, and why the line between passive and active is blurring. For any comments, questions or feedback please email [email protected] Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Audio Producer and mixer: William Ton – www...
A 'sale' worth skipping
January 29, 2022 19:00 - 19 minutes - 45.4 MBIf Reddit jumped off a bridge, would you? In this episode, we speak about two popular terms across social media and forums - 'buying the dip' and 'shares on sale', and we explore whether the recent market drop is an opportunity for investors. For any comments, questions or feedback please email [email protected] Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Audio Producer a...
Disaster Response: Equity Markets
January 22, 2022 18:59 - 27 minutes - 62.4 MBMilitaries play war games and governments run disaster response exercises. We do the same with the teetering equity markets. For any comments, questions or feedback please email [email protected] Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ Audio Producer and mixer: William Ton – www.willton.me...
Yearly Portfolio Review
January 15, 2022 19:00 - 33 minutes - 23.1 MBTo finish off portfolio week, we're digging into our portfolios at our yearly portfolio review - revisting our goals, and seeing if we're on track. For any comments, questions or feedback please email [email protected] Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ Audio Producer and mixer: Willi...
[REPLAY] Mid-year portfolio update
January 14, 2022 19:00 - 21 minutes - 15.1 MBThe beginning of the year is a great time to check-in on how you are progressing against your goals. In our final replay leading up to our portfolio review episode we review our mid-year portfolio check-up. For any questions, comments or feedback please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
[REPLAY] Selecting investments to reach your goals
January 13, 2022 19:00 - 28 minutes - 19.5 MBThe beginning of the year is a great time to check-in on how you are progressing against your goals. In the second of three replays leading up to our portfolio review episode we look at Mark's goals and how to put together an investment policy statement ("IPS"). For any questions, comments or feedback please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
[REPLAY] If you can't read the scorecard, you don't know the score
January 11, 2022 19:00 - 29 minutes - 20.1 MBThe beginning of the year is a great time to check-in on how you are progressing against your goals. In the first of three replays leading up to our portfolio review episode we look at how to assess performance of portfolios. For any questions, comments or feedback please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
Why you need to rethink your retirement goals
January 08, 2022 22:00 - 41 minutes - 28.8 MBMorningstar's US Research team recently released a report declaring that the 4% rule should be revised to 3.3%. In this long-form episode, we discuss the findings of the report, why the assumptions in the study matter, and what investors can practically do to prepare for their retirement. For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ For any comments, questions or feedback please email [email protected] Additional resources from our episodes a...
Lessons from great investors
January 01, 2022 19:00 - 33 minutes - 23.4 MBIn this episode, we explore lessons from great investors and business people that we can apply to our own investing approach. For any comments, questions or feedback please email [email protected] Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.