Best Magellan Asset Management Podcasts (2025)

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Steven Boland - Acrow Limited (ASX:ACF) 32:53

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3d ago32:53

32:53

🚧💡 Get an inside look at Acrow Limited's innovative approach to Formwork, Scaffolding and Industrial Access. CEO Steven Boland discusses their growth, engineering expertise, and exciting projects on the horizon. Watch on YouTube The guest or company has contributed to the cost of production of this episode. Level up your investing with Sharesight, …

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Attack the Ball Not Your Wealth - Slava Platkov | Dimensional Fund Advisors 39:01

3d ago39:01

39:01

I recently had the pleasure of chatting with Slava Platkov, Senior Portfolio Manager and Vice President at Dimensional Fund Advisors’ Sydney office to talk about his journey from Ukraine to Australia, his semi-professional football days, and to explain factor-based investing. Blog post available at: https://www.sharesforbeginners.com/blog/slava-pla…

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Intuit’s evolution from DIY software to an AI-driven expert platform 36:50

7d ago36:50

36:50

Intuit’s transformation from a DIY financial software company to an AI-driven expert platform forms the backbone of this compelling conversation between the company’s Chief Technical Officer, Alex Balazs, and Magellan Portfolio Manager and Sector Head, Ryan Joyce. Together, they explore how Intuit uses generative AI to deliver done-for-you solution…

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Hedge Fund Strategies for Beginners - Bob Elliott | Unlimited Funds 40:04

13d ago40:04

40:04

In this episode I'm joined by Bob Elliott the co-founder and CEO of Unlimited Funds, for an eye-opening exploration of hedge funds and their role in modern investing. With years of experience as a macro investor at Ray Dalio's Bridgewater Associates, Bob brings a wealth of knowledge, breaking down complex concepts into actionable insights for inves…

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From Glassy to Guru | Geoff Wilson - Wilson Asset Management 1:01:04

20d ago1:01:04

1:01:04

In this episode I sit down with Geoff Wilson, the founder, chairman, and Chief Investment Officer of Wilson Asset Management. He has over 45 years of experience in investment markets, managing over $5.8 billion for more than 130,000 retail investors through nine listed investment companies (LICs) and two unlisted funds. We chatted about his journey…

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The NZX - Small But Perfectly Formed | Oliver Mander from NZSA 42:51

27d ago42:51

42:51

I recently had the pleasure of sitting down with Oliver Mander, the Chief Executive Officer of the New Zealand Shareholders Association (NZSA). As someone who’s passionate about investing and governance, Oliver offered a fascinating deep dive into the world of investing in New Zealand, a market that’s small but mighty. Blog post available at: https…

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Four Inches Into The Future - Andrew Page | Strawman 49:30

1M ago49:30

49:30

In this episode I welcome back Andrew Page, the founder of Strawman.com, an online investment club for investors to exchange ideas and debate on buying companies on the ASX. Andrew attempts to uncover hidden gems in the Australian small and mid-cap sharemarket, blending meticulous research with a community-driven approach. His latest blog post, Fou…

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The big issues for investors coming out of Washington 35:55

1M ago35:55

35:55

The first 100 days of the second Trump administration have certainly been interesting for investors. And as the initial global tariff shock appears to be winding back, it’s a good time to draw on the thoughts and the insights of a Washington insider. National Security Expert Michael Allen, who was a Special Assistant to former President George W. B…

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Embrace The Uncertainty - Jeff Sarti | Morton Wealth 45:47

1M ago45:47

45:47

My guest this week is Jeff Sarti, CEO of Morton Wealth. Jeff is a CFA charterholder managing over $3 billion in assets, and the author of the Healthy Skeptic newsletter where he challenges conventional investing wisdom. We talked about true diversification, the risks of outdated strategies, and why alternative assets are stealing the spotlight. Blo…

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Mastering Intrinsic Value - Tony Kynaston | QAV Investing 38:34

2M ago38:34

38:34

My guest in this episode is the always welcome Tony Kynaston from QAV. Today, we dove into intrinsic value and company valuations. Tony explained valuation as a heat map. No single number pins down a company’s worth. He uses multiple methods to gauge value. Companies get valued by assets or earnings. Think of your house—it’s valued by comparing rec…

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Always a bull market somewhere in Global Small Caps - Tobias Bucks | Ausbil 46:04

2M ago46:04

46:04

This is a fun conversation with Tobias Bucks, Portfolio Manager of Global Small Caps at Ausbil, that turned out to be one of the most fascinating conversations I’ve ever had. Tobias has a unique background in social anthropology, bringing a perspective to investing that was as refreshing as it was profound. What started as a discussion about global…

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It's Not The Robots Taking Over - Petra Bakosova from Hull Tactical 41:47

2M ago41:47

41:47

I sat down with Petra Bakosova, portfolio manager at Hull Tactical to explore algorithmic trading and math-driven investing. Petra’s insights were sharp and accessible. Petra’s a math whiz. She studied applied mathematics in Bratislava, Slovakia and financial mathematics at the University of Chicago. Finance, not teaching, became her passion. She j…

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Three investment sectors offering growth, innovation and opportunity 30:02

2M ago30:02

30:02

In this episode, Magellan’s investment team looks at three interconnected investment sectors that continue to offer growth opportunities and compounding, dependable returns. The team explains how to still pick consumer-sector winners even in times of uncertainty. They explore why semiconductors are driving future innovation, being essential compone…

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Balancing Profit and Purpose | Darren Thompson - Equity Trustees 36:25

2M ago36:25

36:25

I recently had the pleasure of sitting down with Darren Thompson, Chief Investment Officer at Equity Trustees. We explored how a nearly 140-year-old firm like Equity Trustees stays nimble, the art of balancing profit with purpose, and practical advice for everyday Australians looking to grow their wealth. Blog post available at: https://www.sharesf…

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Invest. Add. Wait - Scott Phillips from the Motley Fool 42:14

3M ago42:14

42:14

This episode features Scott Phillips from The Motley Fool. Scott’s an investment guru, a Roosters tragic, and a master at cutting through the noise, whether it’s markets or political clown shows. We kicked off with three simple words: Invest, add, wait. Honestly, I could’ve ended the episode right there—it’s that powerful. It’s the essence of long-…

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Investing for Impact with Jennifer Westacott 45:29

3M ago45:29

45:29

Tune in to hear Jennifer Westacott, Chair of Future Generation Global (ASX: FGG), share insights on the key challenges she has encountered throughout her remarkable career. Jennifer discusses the role of social justice as a driving force in her life, what encouraged her to become Chair of Future Generation Global, and the importance of creating veh…

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Escape The Middle | Start Building Wealth Today - Todd Polke 43:38

3M ago43:38

43:38

I recently had the pleasure of sitting down with Todd Polke, an investment strategist with over 20 years of experience. His new book, Escape the Middle, is all about breaking free from financial mediocrity. Todd is all about designing a life you don’t need to retire from—one with meaning, choice, and purpose. For him, that includes conservation eff…

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From noise to signals: Vinva’s unique approach to systematic investing 29:39

3M ago29:39

29:39

Morry Waked, the founder of Vinva Investment Management, sits down in conversation with Mark Burgess, Magellan's Head of Distribution, to explore the world of systematic investing. Morry explains how Vinva’s investment process stands apart from traditional quantitative investing and breaks down how Vinva uses data-driven insights, disciplined proce…

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The Founder Effect | Judgment, Alignment, Influence - Lawrence Lam Author 37:17

3M ago37:17

37:17

I had the pleasure of sitting down with Lawrence Lam, author of The Founder Effect, for an engaging chat about founder-led companies and what makes them stand out as investment opportunities. Blog post available at: https://www.sharesforbeginners.com/blog/the-founder-effect Portfolio tracker Sharesight tracks your trades, shows your true performanc…

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Key Principles and Timeless Wisdom - The Unpredictability of the Margin of Safety 42:49

3M ago42:49

42:49

Listen to the full episodes at the links below: Andrew Page - Strawman https://www.sharesforbeginners.com/blog/page052023 Elio D’Amato https://www.sharesforbeginners.com/blog/stockopediaelio Michael Kemp https://www.sharesforbeginners.com/blog/ulysses Stanley H. Teitelbaum – A foolish faith in authority: https://www.sharesforbeginners.com/blog/teit…

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Xcel Energy – a bright spark to power growth 34:55

3M ago34:55

34:55

Infrastructure investments can provide good long-term, compounding returns, but the utilities sector — particularly electricity — is promising potentially dramatic new growth. Artificial intelligence and its need for huge, energy-intensive data centres are driving this demand. But are the promises real? Brian Van Abel, who is the CFO of one of Amer…

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The Temptation of Income | Vince Scully - Life Sherpa 45:23

3M ago45:23

45:23

In this episode I sit down with Vince Scully, founder of Life Sherpa, to unpack the booming world of private credit funds listing on the ASX. With nearly a billion dollars raised in 2025 alone (or about $700 million by Vince’s count), these funds are catching the eye of retail investors chasing higher yields. But with opportunity comes with risk—an…

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Take Stock with John Coombe 17:20

4M ago17:20

17:20

John Coombe, Executive Director at JANA Investment Advisers and Investment Committee member of both Future Generation companies, discusses the recent changes to the Future Generation Global portfolio. John shares insights on Future Generation’s fund-of-funds strategy, the fund manager selection process and how the Investment Committee handles globa…

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Derivatives Made Simple | Haydn Froggatt from iInvest 30:38

4M ago30:38

30:38

What’s a derivative, and how can they help your investment strategy? In the latest episode, I sit down with Haydn Froggatt, Director and Head of Desk at iInvest Trading and Advisory, to unravel the mysteries of options and reflect on the evolution of markets. With 35 years in the game, Haydn brings a wealth of wisdom—from the chaotic days of open o…

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Diving for Dividends | Michael Price for Ausbil 34:21

4M ago34:21

34:21

Is your portfolio built for growth, income, or a bit of both? How do you decide what’s right for your financial goals? In this episode I sit down with Michael Price, Portfolio Manager of the Ausbil Active Dividend Income Fund, to unpack these questions and dive into the world of dividend-focused investing. With over 35 years of experience in quanti…

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Liquidity Lubrication | Roger Montgomery 38:07

4M ago38:07

38:07

G’day, listeners! In the latest Shares for Beginners, I chat with Roger Montgomery, a funds management pro with over 30 years in the game. He’s got a sharp take on where the stock market’s at and what’s coming as we nudge into 2025. With inflation bouncing around and markets shifting, plenty of us are wondering what’s next. Roger doesn't get hung u…

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2025: Where to Find Market Opportunities 29:13

4M ago29:13

29:13

Opportunities abound for investors with an active management mindset in 2025. In this discussion on the outlook for markets and key themes for this year, ‘Magellan – In The Know’ draws on the knowledge of Head of Global Equities Arvid Streimann, Infrastructure Portfolio Manager Ben McVicar and Investment Director Elisa Di Marco. Together they break…

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Metric Meat-tray - Experts Share Their Favourite Numbers 39:59

4M ago39:59

39:59

Links: Richard Hemming Forward-Looking P/E: https://www.sharesforbeginners.com/blog/under-the-radar-blue-chips Tony Kynaston Valuation Metrics: https://www.sharesforbeginners.com/blog/tk32023 Shawn O’Malley Earnings and Investment: https://www.sharesforbeginners.com/blog/shawn-omalley-we-study-markets Ed Croft PEG Ratio & Factor Investing: https://…

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Steve Mabb - He's Been Hurt Before - Australian Shareholders' Association | Conference 2025 39:02

5M ago39:02

39:02

Steve Mabb is the Chair of the Board at the Australian Shareholders' Association. In this episode we explore a critical aspect of investing: trust in management. Trust in management is vital to a company's success, especially in light of recent governance failures. Steve emphasises the importance of assessing management quality. He shares insights …

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Building Your ETF Empire - Tom Wickenden from Betashares 40:14

5M ago40:14

40:14

In this episode I welcome Tom Wickenden, an investment strategist at BetaShares, to discuss the changing andscape of Exchange-Traded Funds (ETFs) in 2025. ETFs have become the fastest growing investment vehicle globally. With a staggering US$1.5 trillion inflow into ETFs last year, the Australian market alone saw record net inflows of AU$30 billion…

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Investing in Toys That Last - Brendan Malone RAIZ 33:46

5M ago33:46

33:46

Teaching our children about financial literacy is crucial. In the latest episode we dive deep into the topic of investing for kids and how parents and grandparents can set them up for a financially secure future. I'm joined by Brendan Malone from RAIZ Invest, a platform dedicated to making investing accessible and educational for young people. We d…

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Property Without Mortgage - Jack Magann | Oracle Investment Management 30:02

5M ago30:02

30:02

Many Australians find themselves priced out of the real estate market. However, there is an alternative path - Real Estate Investment Trusts (REITs). I sit down with Jack Magann, a portfolio manager at Oracle Investment Management, to delve into the world of REITs and their potential as a viable investment option. REITs offer an opportunity for inv…

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Summer Repeat | Fadi Diab - The Gladiator | Avoiding Doom 48:39

6M ago48:39

48:39

In a market rife with complexity and unpredictability, how do you carve out a path to consistent profitability by managing risk and securing gains? Fadi Diab, is known as The Gladiator on X (FKA Twitter). He's a seasoned microcap investor who's mastered the art of risk management over profit-chasing. Fadi shares his journey from a beginner who blew…

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Summer Repeat | Tony Kynaston - QAV - Takeover Target Tango 29:37

6M ago29:37

29:37

Ever been blindsided by a takeover offer and felt lost in a sea of unfamiliar takeover jargon? In this episode, we dive deep into the murky waters of mergers acquisitions and takeovers and the impact on shareholders with the return of Tony Kynaston from QAV investing. Tony sheds light on what it really means when a company catches the eye of potent…

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Summer Repeat | Bec Wilson - Prime Time Epic Retirement 37:48

6M ago37:48

37:48

Retirement planning is not one-size-fits-all. In this episode, I'm joined by Rebecca Wilson, author of the bestselling book How to Have an Epic Retirement, and host of the Primetime podcast. Rebecca shares her expertise on preparing for retirement, both financially and emotionally, and discusses the six pillars of an epic retirement. Rebecca emphas…

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Numbers not Narratives - Cameron Reilly from QAV 36:46

6M ago36:46

36:46

Investing or speculating? In this week's episode I'm joined by Cameron Reilly of the QAV Investing Podcast. Cameron is the master's apprentice to Tony Kynaston, a multi-millionaire long-term investor who has developed his own investing methodology. Cameron and I delve into the core principles of value investing, emphasising the importance of unders…

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Weekend Watchlist - BOQ - Bank of Queensland 21:21

7M ago21:21

21:21

Bank of Queensland Limited is an Australia-based regional bank. The Company’s operating segments include Retail Banking and BOQ Business. The Retail Banking segment provides retail banking solutions to customers through its owner-managed and corporate branch network, third-party intermediaries, and virgin money distribution channels. Its Owner-Mana…

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Lawrence Carrel | ETFs for Beginners 47:16

7M ago47:16

47:16

Exchange Traded Funds (ETFs) are the real game-changers of financial products, whether you're just starting out or you've been playing the market for years. In our latest podcast episode, I sit down with Lawrence Carrel, a seasoned finance journalist and the author of ETFs for the Long Run. This episode is packed with golden nuggets for anyone look…

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Weekend Watchlist - MIN - Mineral Resources 18:19

7M ago18:19

18:19

Mineral Resources Ltd is an Australia-based diversified resources company. The Company operates through six segments: Mining Services, Iron Ore, Lithium, Energy, Other Commodities, and Central. Mining Services division provides full pit-to-port solutions. The Company’s subsidiary, Crushing Mining Services (CSI), provides crushing, screening and pro…

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Vortex of Volatility - Vince Sully | Life Sherpa 48:41

7M ago48:41

48:41

Risky Business - Good Risk, Bad Risk, and Downright Ugly Risk. It's essential to understand risk. Even though the finance and insurance industries prefer you not to. In this episode I'm joined by Vince Scully, Chief Sherpa at Life Sherpa, to delve into the intricacies of risk management. We explore how risk is perceived differently by financial exp…

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Inflation Nation - Gary Brode Deep Knowledge Investing 54:09

7M ago54:09

54:09

In our latest podcast episode, we delve deep into the intricate world of inflation and government spending with Gary Brode from Deep Knowledge Investing. As an investor, understanding these economic elements is crucial for making informed decisions in today's fast-paced financial landscape. Inflation is a term that's often thrown around, but what d…

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How Trump will impact equity markets 31:52

7M ago31:52

31:52

The United States has spoken. President Trump will return to the White House in the new year. But how can we cut through the noise to reveal the investment, economic and geopolitical ramifications? Magellan’s Head of Global Equities and Portfolio Manager, Arvid Streimann, has over 25 years’ experience of following markets and politics, and over thi…

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Weekend Watchlist - Xero Limited | XRO 22:27

7M ago22:27

22:27

Xero Limited is a software-as-a-service company. It operates a global small business platform which includes a core accounting solution, payroll, workforce management, expenses, and projects. Its segments include Australia and New Zealand (ANZ), and International. It also has an ecosystem of connected apps and connections to banks and other financi…

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How Not to Lose $1 million | Win at Investing by Losing Less - John Addis 44:06

7M ago44:06

44:06

In this episode I sat down with John Addis, founder of Intelligent Investor and author of How Not to Lose a Million Dollars Win At Investing By Losing Less. John’s made his fair share of mistakes—and that’s precisely why his insights are so valuable. “Failure is really the way that you become successful.” John’s journey into finance wasn’t exactly …

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Weekend Watchlist - Aspen Group Limited | APZ 17:23

8M ago17:23

17:23

Aspen Group Limited is an Australia-based provider of accommodation in residential communities, retirement villages and holiday parks. It is engaged in owning, operating and developing accommodation properties. Its Residential segment consists of dwellings that are typically located in metropolitan areas, have no age restrictions for tenants, and o…

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Take Stock with Ryan Quinn 24:53

8M ago24:53

24:53

In this Take Stock episode, Caroline Gurney, CEO of Future Generation, hosts Ryan Quinn, a pro bono global fund manager from WCM Investment Management, who manages the WCM Quality Global Growth Fund. Joining us from the USA, Ryan shares his expertise on the fund's notable performance and the current market outlook. The conversation explores how inv…

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Business Behaving Badly - Rachel Waterhouse CEO ASA 35:14

8M ago35:14

35:14

It's been a lurid year on the ASX200 with scandals rocking many of Australia's top companies. I’m joined by Rachel Waterhouse, CEO of the Australian Shareholders' Association, to dig into ethical leadership and what it really means for companies, their shareholders, and ultimately, for your investments. Membership of the association is an absolute …

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Weekend Watchlist - AUB Group | AUB 20:32

8M ago20:32

20:32

AUB Group Limited is a retail and wholesale insurance broker and underwriting agency. Its segments include Australian Broking, Agencies, New Zealand Broking, International, and Support Services. Australian Broking and New Zealand Broking businesses provide insurance broking and advisory services primarily to small to medium-sized enterprise clients…

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Small caps big returns | Richard Hemming Under the Radar Report 37:00

8M ago37:00

37:00

In the latest episode, I sit down with Richard Hemming from Under the Radar Report to navigate the high-potential but risky world of small cap stocks. If you’re excited about finding under-the-radar companies with big growth potential, this episode is for you! Richard is all about small caps and highlights the huge opportunities these overlooked st…

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Weekend Watchlist - Resolute Mining | RSG 21:44

8M ago21:44

21:44

Resolute Mining Ltd is an Australia-based gold miner, developer, and explorer company. The Company owns two producing gold mines: the Syama Gold Mine in Mile (Syama) and the Mako Gold Mine in Senegal (Mako). The Syama is located in the southwest of Mali, approximately 30 kilometers (km) from the Cote d’Ivoire border and 300 km southeast of the capi…