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Interviews with Experts - Epsiode 4 - Stockspot (The Robo Advisor)

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Manage episode 301747040 series 2955520
Content provided by Mark Monfort. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Monfort or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this week’s episode we chat with Marc Jocum, Senior Manager at Stockspot, one of Australia's leading online investment advisers. They build smart, custom portfolios using ETFs and in this episode we learn about Marc and how he got started in the financial market and eventually getting into ETFs.

This chat is divided into chapters and we cover the following:

Chapters

  • 0:00 - Start of the show
  • 1:23 - How Marc got started in the markets, from AMP and Morgan Stanley to Stockspot
  • 4:30 - More about Stockspot and the services it provides
  • 6:39 - What makes Stockspot unique?
  • 10:43 - The long term outlook that Stockspot provides customers / it's threshold rebalancing system
  • 12:29 - Buying his first ETF and thoughts on the growth of ETFs here in Australia
  • 19:52 - On the rise of thematic investing and ideas on what could be coming next
  • 26:33 - What is Stockspot looking at next
  • 28:58 - How can people get in touch

Extras

  • 15:00 - Being bullish on ETFs and reasons why
  • 18:20 - Performance being driven by flows and ETFs as building blocks for model portfolios
  • 25:21 - Looking at more than just the name of a ticker - how the length of an ETF name can affect performance

Links


Stay tuned until next week for more interviews with experts and listen out on Fridays for our weekly wrap up of ETF news.

If you prefer to watch this epsiode, you can check it out our YouTube page (https://www.youtube.com/watch?v=_Rtg5I9rcEE&list=PLjC6E9VHX9HhdFrl3LKNCIlm8BL8WKqs2&index=2&ab_channel=ETFtracker)

Also see my Linktree for more info on ETFtracker: https://linktr.ee/etftracker

#ETFs #exhangetradedfunds #investing #ausinvest #financialadvisers #finance #stocks #equities #investments #Australia

Disclaimer: This promotional video is for information purposes only. You should not rely on this as the basis to make an investment decision. This information does not take into account your investment objectives, particular needs or financial situation. While every effort has been made to ensure the information is accurate; its accuracy, reliability or completeness is not guaranteed. Past performance is not a reliable indicator of future performance.

  continue reading

32 episodes

Artwork
iconShare
 
Manage episode 301747040 series 2955520
Content provided by Mark Monfort. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Monfort or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this week’s episode we chat with Marc Jocum, Senior Manager at Stockspot, one of Australia's leading online investment advisers. They build smart, custom portfolios using ETFs and in this episode we learn about Marc and how he got started in the financial market and eventually getting into ETFs.

This chat is divided into chapters and we cover the following:

Chapters

  • 0:00 - Start of the show
  • 1:23 - How Marc got started in the markets, from AMP and Morgan Stanley to Stockspot
  • 4:30 - More about Stockspot and the services it provides
  • 6:39 - What makes Stockspot unique?
  • 10:43 - The long term outlook that Stockspot provides customers / it's threshold rebalancing system
  • 12:29 - Buying his first ETF and thoughts on the growth of ETFs here in Australia
  • 19:52 - On the rise of thematic investing and ideas on what could be coming next
  • 26:33 - What is Stockspot looking at next
  • 28:58 - How can people get in touch

Extras

  • 15:00 - Being bullish on ETFs and reasons why
  • 18:20 - Performance being driven by flows and ETFs as building blocks for model portfolios
  • 25:21 - Looking at more than just the name of a ticker - how the length of an ETF name can affect performance

Links


Stay tuned until next week for more interviews with experts and listen out on Fridays for our weekly wrap up of ETF news.

If you prefer to watch this epsiode, you can check it out our YouTube page (https://www.youtube.com/watch?v=_Rtg5I9rcEE&list=PLjC6E9VHX9HhdFrl3LKNCIlm8BL8WKqs2&index=2&ab_channel=ETFtracker)

Also see my Linktree for more info on ETFtracker: https://linktr.ee/etftracker

#ETFs #exhangetradedfunds #investing #ausinvest #financialadvisers #finance #stocks #equities #investments #Australia

Disclaimer: This promotional video is for information purposes only. You should not rely on this as the basis to make an investment decision. This information does not take into account your investment objectives, particular needs or financial situation. While every effort has been made to ensure the information is accurate; its accuracy, reliability or completeness is not guaranteed. Past performance is not a reliable indicator of future performance.

  continue reading

32 episodes

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