Rivkin Investment Podcast

Virtually Live: 6th August 2020

In this episode of Virtually Live, Shannon Rivkin discusses investment opportunities from the rise of 5G, Apple, Flight Centre, the local market impacts of Victoria's level four restrictions as well as the relationship between interest rates and stock prices.

Virtually Live: 30th July 2020

In this week's episode of Virtually Live, Shannon Rivkin provides an update on the markets through the lens of the Coronavirus. Shannon also discusses Whispir (WSP), the Cardinal Resources (CVD) event trade and Fortescue Metals (FMG).

Virtually Live: 24th July 2020

In this week's episode of a Virtually Live, Shannon Rivkin discusses the Infigen (IFN) event trade, his thoughts on Real Estate Investment Trusts (REITs) as well as Nord Gold.

Virtually Live: 16th July 2020

In this week's episode of a Virtually Live, Shannon Rivkin discusses Afterpay's (APT) upcoming share purchase plan, Wisetech's (WTC) issuance of shares Megaport (MP1) and Healthia (HLA).

Virtually Live: 9th July 2020

In this episode of Virtually Live, Shannon Rivkin provides an update on the markets as COVID-19 cases rise. Shannon also discusses Stanmore Coal (SMR), Afterpay (APT), the Challenger (CGF) capital raising and the long-term merits of Mesoblast (MSB). To conclude the show, Shannon gives his analysis on the Australian banks - big and small. 

Virtually Live: 2nd July 2020

In this episode of Virtually Live, Local Investment Director Shannon Rivkin provides an update on the current market conditions. He also discusses Opticomm (OPC) as well as RMP Global (RUL). 

Virtually Live: 25th June 2020

In this episode of Virtually Live, Shannon Rivkin discusses the latest on iSignthis (ISX) and Pioneer Credit (PNC). Shannon also discusses The Income Strategy in today's interest environment, provides his thoughts on the Orora (ORA) special dividend and gives an analysis on Stanmore Coal (SMR).

Virtually Live: 18th June 2020

In this episode of Virtually Live, Shannon Rivkin provides an update on the current market, discusses Rivkin's Event Strategy and provides his analysis on; Santos (STO), Oz Minerals (OZL), Mineral Resources (MIN) and the Vicinity Centre (VCX) share purchase plan. Shannon also provides his opinion on the recent article written by Frank Partnoy which can be read here: https://www.theatlantic.com/magazine/archive/2020/07/coronavirus-banks-collapse/612247/

Virtually Live: 11 June 2020

In this week's episode of Virtually Live, Shannon Rivkin discusses a number of stocks including; on Audinate Group (AD8), Treasury Wine Estates (TWE), Oil Search (OSH), Spark Infrastructure (SKI), Hansen Technologies (HSN), Altium (ALU), CSL, Evolution Mining (EVN)m, Bapcor (BAP) and Atomo Diagnostics Limited (AT1).

Virtually Live: 4 June 2020

In this week's episode of Virtually Live, Shannon Rivkin discusses Appen (APX), Afterpay (APT), Sydney Airport (SYD and CSL. Shannon also discusses the meaning of overpriced stocks, the recent rise in bank stock prices and gives his opinion on the US markets. 

Virtually Live: 28 May 2020

In this week's Virtually Live show, Shannon Rivkin discusses APA Group (APA), Kogan (KGN), Westpac (WBC), Smartgroup Corporation Ltd (SIQ), Blue Energy Limited (BLU), IDP Education (IEL), Isignthis (ISX) as well as the merits of popular travel stock; Sydney Airport (SYD), Flight Centre (FLT) and Webjet (WEB). Shannon also provides his comments on Credit Corp's (CCP) share purchase plan as well as the current non-binding offer to acquire Village Roadshow?

Virtually Live: 21 May 2020

In this week's Virtually Live, Shannon Rivkin discusses Splitit (SPT), the standstill agreement between Pioneer Credit Group (PNC) and Carlyle Group (CG) as well as the recent Special Dividends subject to the 45-day rule for franking credits with regards to Zenith (ZEN) and Salmat (SLM). Shannon also covers the following stocks; Fortescue Metals Group (FMG), Lynas Corporation Ltd (LYC), Paradigm Biopharmaceuticals Ltd (PAR), Regis Resources Limited (RRL), Northern Star Resources (NST) and ...

Virtually Live: 14 May 2020

During this week's question-packed Virtually Live, Shannon Rivkin provides his analysis on LendLease (LLC), Ingenia Communities (INA), Mesoblast (MSB), the merits of NAB's share purchase plan and the Macquarie Capital Notes 2. Shannon also covers the likes of Livetiles (LVT), Nearmap (NEA), Estia Health (EHE), Zip Money (Z1P) and ECS Botanics (ECS).

Virtually Live: 7th May 2020

During this week's Virtually Live, Shannon Rivkin provides an update on how Australia has been dealing with the health crisis vs the US' take on it. Shannon also covers Afterpay (APT) and Qube (QUB) in this episode. 

Virtually Live: 30th April 2020

During this week’s Virtually Live, Shannon Rivkin looks into the merits of a possible event trade with Salmat (SLM), provides his thoughts on TraCRs, explains his views on Ramsay (RHC) and discusses the possible market impact of people cashing in on their superannuation.

Virtually Live: 23rd April 2020

During this week’s Virtually Live, Shannon Rivkin addresses the fall of Virgin Australia (VAH) and explains what has happened with the oil price. Shannon also covers Stanmore Coal (SMR), Metlifecare (MEQ), hybrid securities, IDP Education (IEL) and the Webjet Retail (WEB) entitlement offer.

Virtually Live: 16th April 2020.

In this week's Virtually Live, Shannon Rivkin provides an update on local and US markets, discusses a variety of LICs and provides his insights into the Crown Hyrbirds (CWNHB).

Virtually Live: 16 April 2020

In this week's Virtually Live, Shannon Rivkin provides an update on local and US markets, discusses a variety of LICs and provides his insights into the Crown Hyrbirds (CWNHB).

Virtually Live: 16th April 2020

In this week's Virtually Live, Shannon Rivkin provides an update on local and US markets, discusses a variety of LICs and provides his insights into the Crown Hyrbirds (CWNHB).

Virtually Live: 9th April 2020

In this week's Virtually Live, Shannon Rivkin provides a quick market update, briefly discusses Rivkin's investing philosophy during these market times and addresses member questions covering; Magellan High Conviction Trust (MMH), share placements, Stanmore Coal (SMR) and Oil Search (OSH). 

Virtually Live: 2nd April 2020

In this week's question-packed Virtually Live, Shannon Rivkin provides insight into Cochlear Limited's (COH) SPP, Premier Investments Limited's (PMV) restructure, Qube (QUB), NuFarm's capital notes along with hybrids in general. Shannon also covers Woodside Petroleum (WPL), Boral Limited (BLD), InvoCare Limited (IVC), Carsales.com (CAR), Pilbara Minerals Ltd (PLS), Windlab (WND). In addition to these stocks, Shannon provides some insight into The Blue Chip Strategy and ex-entitlement offers.

Virtually Live: 26th March 2020

In this week's Virtually Live, Shannon Rivkin provides another in-depth market update for members while also covering Crown Hybrids (CWNHB), Macquarie Group (MQG), Credit Corp (CCP), Marley Spoon (MMM), Scidev (SDV) as well as the economic impact of the RBA buying bonds and the current oil price war's impact on American oil companies.

Virtually Live: 19th March 2020

Virtually Live: 12th March 2020

In this week's Virtually Live, Shannon Rivkin and Luke Bell provide a thorough analysis on the current market conditions while providing insight into stocks that they like the look of. Also included in this episodes are discussions on Superloop (SLC), NAB Capital Notes 4 and SUNHP.

Virtually Live: 5th March 2020

In this week's Virtually Live, Shannon Rivkin and Thomas Brunton provide updates on the current market situation as well as the US elections. Shannon and Thomas also answer a member question regarding which shares they'd recommend buying during our current market dip. 

Virtually Live: 27 February 2020

In this episode of Virtually Live, Shannon Rivkin and Thomas Brunton provide some insight into the recent market sell-off. They also cover member questions regarding Polynova (PNV),the Macquarie Group hybrids as well asPioneer Credit (PNC).

Virtually Live: 20th February

During this week's Virtually Live, Shannon Rivkin and Thomas Brunton provide updates on the market impacts of the corona virus and well as reporting season. Shannon and Thomas also cover Avita Medical (AVH), Praemium (PPS), the TPG (TPM) and Vodafone merger, as well as New Energy Solar (NEW).

Virtually Live: 13th February 2020

In this week's episode of Virtually Live, Shannon Rivkin provides a market update, gives his views on the recently announced Ramelius (RMS) takeover attempt for Spectrum Metals (SPX) as well as the Caltex (CTX) takeover. Shannon also provides his general advice on the Macquarie Bank Capital Notes 2 (BCN2).

Virtually Live: February 06 2020

In this jam-packed episode of Virtually Live, Shannon Rivkin and Thomas Brunton discuss: Connected IO (CIO) Dragontail Systems (DTS) Nearmap (NEA) Qantas (QAN) Alumina Ltd (AWC) iSignThis (ISX) Pro Medicus (PME) Afterpay (APT) Along with these shares, the team also discusses potential takeovers of Consolidated Operations Group (COG), Emeco Holdings' (EHL) acquisition of Pit and Portal as well as the 3-6 month market impacts of the Coronavirus. 

Virtually Live: 30th January 2020

In this week’s Virtually Live episode, Shannon Rivkin and Thomas Brunton provide a market update with a focus on the market impacts of the Coronavirus, discuss the pros and cons of keeping all your shares under one broker and advise a member on the merits of investing in Hansen Technologies Ltd (HSN). In this show, Shannon and Thomas also cover Pioneer Credit Ltd (PNC) and their thoughts on the upcoming Docyard IPO.

Virtually Live: 23rd January 2020

In this week's Virtually Live; Shannon Rivkin and Thomas Brunton discuss market exit strategies, provide their analysis on IVE Group (IGL) and give their general advice on how to handle the QMS Media Ltd (QMS) Scheme Meeting. They also provide an update on OneMarket (OMN). 

Virtually Live: 16th January 2020

In the week's episode of Virtually Live, Shannon Rivkin and Thomas Brunton discuss merits of Spark Infrastructure (SKI), the regional banks, and Energy Resources of Australia (ERA). In this episodes, they also discuss the ASX trading suspension of iSignthis (ISX). 

Virtually Live: 9th January

In the year's first episode of Virtually Live, Shannon Rivkin and William O'Loughlin cover Northern Star Resources (NST) and the potential impact the devastating Australian bush fires might have on ASX listed stocks.

Virtually Live: 19 December 2019

On the year's final episode of Virtually Live, Shannon Rivkin and William O'Loughlin discuss the potential market impacts of the impeachment and answer member questions regarding Smartgroup (SIQ) and Vocus Communications (VOC).

Virtually Live: 12 December 2019

In this week's episode of Virtually Live, William O'Loughlin introduces Senior Investment Analyst, Thomas Brunton. William and Thomas discuss Bapcor (BAP), ARB Corp (ARB), the likelihood of a Dynatrace IPO as well as the merits of the Suncorp Capital Notes 3.

Virtually Live: 5th December 2019

In this week's Virtually Live, Shannon Rivkin and William O'Loughlin provide a market update, discuss recommendations on where to invest for a 15 month period and give their thoughts on Bank of Queensland.

Virtually Live: 28 November 2019

In this week’s Virtually Live, Shannon and William discuss changes to the Momentum Strategy as well as Bravura Solutions and the Caltex Event trade. Additionally Shannon and William address member questions on Saracen Mineral Holding (SAR) and WiseTech Global. They also provide insight into the differences between the Issuer System and the CHESS system.

Virtually Live: 21st November 2019

Virtually Live: 14 November 2019

In this week's Virtually Live, Shannon Rivkin and William O'Loughlin discuss the ups and downs of Afterpay (APT), provide insight into energy stocks as well as cover Pro Medicus (PME), Retail Food Group (RFG) and Bellamys (BAL). 

Virtually Live: 7th November 2019

Virtually Live: 31st October 2019

Shannon Rivkin and William O’Loughlin explain putting a "short" or "long" position when selling or purchasing securities and comment on the possibility of mass protest by shareholders against the practice of short selling. They also share their thoughts on First Graphene (FGR), Afterpay (APT), and Whitehaven Coal (WHC).

Virtually Live: 11 July 2019

This week on Virtually Live Oliver Gordon and William O’Loughin share their thoughts on the merits of Silver Chef (SIV) as a potential arbitrage opportunity, what is happening with NuFarm's (NUF) share price, and Flinders Mines (FMS) Other stocks discussed: REA Group (REA), Suncorp Group (SUN), Charter Hall (CHC), Goodman Group (GMG) and Sundance (SDL) * This video contains general advice only

Virtually Live: 4 July 2019

This week on Virtually Live Oliver Gordon and William O’Loughin share their thoughts on the impact the US - China trade war will have on rare earth companies, what a rate cut means for bank stocks and the new dividend rule within The Blue Chip Strategy. Other stocks discussed: National Storage REIT (NSR), The GPT Group (GPT) * This video contains general advice only

Virtually Live: 27 June 2019

This week on Virtually Live Shannon Rivkin and William O’Loughin share their thoughts on the current spot gold price in the current economy and the possible future outlook for Afterpay (APT). Shannon and William also cover the merits of investing in property companies for the next 12 months, Praemium (PPS) and the Spotless de-listing.  This show contains general advice only. 

Virtually Live: 20 June 2019

This week on Virtually Live Shannon Rivkin and William O’Loughin share their thoughts on the current positive market trends, the advantages of opening a Rivkin Separately Managed Account and the merits of investing in Challenger (CGF).

Virtually Live: 13 June 2019

This week on Virtually Live Shannon Rivkin and William O’Loughin share their thoughts on the correct way to invest in Rivkin's Strategies. They also cover which investments might be a good look for those investing in low tax paying vehicles (SMSFs). Other stocks discussed: Credit Corp (CCP), Charter Hall Direct Industrial Fund No 4 - MAQ0854AU, Nufarm (NUF), Eclipx Group (ECX), Polynovo (PNV) and Corporate Travel Management (CTD).

Virtually Live: 6 June 2019

This week on Virtually Live Shannon Rivkin and William O’Loughin share their thoughts on the recent RBA interest rate and the outlook statement. They also discuss lower oil prices and the impact on stocks. In addition to this, William and Shannon cover some fundamental qualities of Rivkin's Blue Chip Strategy. Other stocks discussed: MCP Master Income Trust (MXT), Qantas (QAN), Carnarvon Petroleum Limited (CVN) and Afterpay Touch (APT).

Virtually Live: 30 May 2019

This week on Virtually Live Shannon Rivkin and William O’Loughin share their thoughts on whether the incoming 5G technology will make NBN obsolete and the impact this may on Telstra. They also discuss if the troubles are over for Incitec (IPL) and the best way to gain exposure to Asia, and also provide some thoughts on what the drivers are behind fluctuation in prices for fixed income securities. Other stocks discussed: Artemis Resources (ARV), Blackam Resources (BLK), Cromwell (CMW), Crow...

Virtually Live: 23 May 2019

This week Shannon Rivkin and William O’Loughlin discuss the surprise federal election result and its impact on investors, and shed some light on how they asses the risk / reward of potential take over trades. Other shares discussed: Lendlease Group (LLC) and Isignthis (ISX).

Virtually Live: 16 May 2019

This week Shannon Rivkin and William O’Loughlin provide their opinion on ASX listed Northern Minerals, Northern Cobalt and Battery minerals and some Lithium companies. They also provide some thoughts on Isignthis (ISX), Goodman Group (GMG) and Dexus (DXS). Other stocks discussed: Dulux (DLX)