Identifying the next climate change leaders

In this edition of Livewire's Fund in Focus, Nick Griffin of Munro Partners delves into how they are tackling the investment opportunities within the decarbonisation space, a multi-trillion dollar challenge.

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May 5th, 2022
 

Inside the Rope: Phil King, Regal

Phil King joins David Clarke for a special episode of Inside the Rope, to celebrate 100 episodes. Joined by managers from Ellerston Capital and Pengana Capital the panellists discuss some of the most challenging markets they have faced to date, as well as where they are seeing opportunities today.

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May 2nd, 2022
 

Business Breakdown Podcast: Block

Hamish Corlett of TDM joined the Business Breakdown podcast to help break down Block including what has enabled Block to organically build two major ecosystems in Square and Cash App and how the recent Afterpay acquisition can strengthen the businesses.

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April 6th, 2022
 

In the Know Podcast: War in Europe

Magellan's latest episode of In the Know shines a light on Russia's invasion of Ukraine, which has sent geopolitical and economic shockwaves around the globe, creating new risks to the investment outlook.

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March 25th, 2022
 

The Memo: The Pendulum in International Affairs

Howard Marks' recent memo looks at the Pendulum in International Affairs explaining why companies’ and countries’ behaviour may be swinging away from globalisation and toward onshoring.

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March 23rd, 2022
 

Invest in the Journey: Munro Partners

Munro Partners have launched their own podcast: Invest in the Journey. For their first episode, the three Founding Partners, Nick Griffin, John Spensley and Ronald Calvert share why they started Munro Partners.

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March 22nd, 2022
 

TDM: Where to from here?

TDM's Andy Simon breaks down their recent memo with Equity Mates, sharing TDM’s thoughts on the recent correction in growth companies, where to from here and why they are confident this is not “2000 all over again”. 

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March 3rd, 2022
 

Talk Ya Book: Nick Griffin, Munro Partners

Nick Griffin joined Chris Judd on Talk Ya Book where they discussed how Munro is betting on the “companies that are best positioned to champion and win” from decarbonisation.

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February 22nd, 2022
 

The Florey: What is 'Zoom Fatigue' and how to avoid it

The Florey has recently published new research that sheds light on the phenomenon of “zoom fatigue” – yes it’s a real thing! Listen to this podcast episode as Professor Bernhardt explains what it is and how to prevent it.

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February 20th, 2022
 

Equity Mates: Nick Griffin, Munro

Nick Griffin discusses the investing journey of the world reaching net zero. Nick explains how climate change is one of the biggest structural changes happening in the world today and some of the companies that they're looking at within the four sub-trends of climate.

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February 10th, 2022
 

On the Couch: Nick Griffin, Munro Partners

Munro Partners’ Nick Griffin and James Tsinidis join Henry Jennings on the On the Couch Podcast to discuss inflation rates, the Fed and decarbonisation as the next big structural change. 

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January 28th, 2022
 

In the Know: Prudence in Volatile Times

In the latest episode of the In the Know Podcast hear a panel discussion with senior members of Magellan’s investment team looking back at the extraordinary year of 2021, and towards the year ahead. 

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January 24th, 2022
 

Livewire: Jun Bei Liu's extraordinary journey

Former Conference Manager Jun Bei Liu is featured in an episode of Success and More Interesting Stuff. The episode explores how she worked her way up the ranks from humble beginnings to managing close to $1 billion for Tribeca.

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January 19th, 2022
 

Livewire: 21 funds the professionals would invest in

In this Livewire's 2022 Outlook Series episode hear from some of our Conference Managers on the Fund Manager they would trust to manage their money. 

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January 19th, 2022
 

Howard Marks: Selling Out

Howard Marks considers one of investing’s most fundamental questions: when to sell. Howard explains that it’s foolish to sell because prices are up and because they’re down – and why, most of the time, staying invested is ultimately “the most important thing.”

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January 13th, 2022
 

Howard Marks: Why holding onto stocks is so hard

Former Conference Manager, Howard Marks of Oaktree Capital tackles the challenge in a “buy low, sell high” strategy in his latest memo. Livewire's examines some of the key points. 

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January 13th, 2022
 

Livewire: 8 of the best stocks to buy in a sell-off

In this Livewire's 2022 Outlook Series episode hear insights from some of our Conference Managers as they share stocks they would buy in the case of market weakness.

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January 12th, 2022
 

Tech Sell Off, Bubble Comparisons, China | In the Know with Cathie Wood

In the latest episode of "In the Know", Former Conference Manager, Cathie Wood of ARK Invest weighs in on the tech sell off, innovation stocks, China, the tech & telecom bubble. 

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January 8th, 2022
 

Livewire: The #1 stock picks for 2022

Livewire's 2022 Outlook Series features insights from some of our Conference Managers as they share their most compelling predictions for the year ahead. 

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January 7th, 2022
 

TDM Podcast: Culture as a Product

Scaling Up Podcast has released a People and Culture Mini Series. In this episode Ed Cowan speaks with the CPO of Asana, Anna Binder. The conversation gives insights into what has enabled Asana to scale so effectively. 

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January 1st, 2022
 

In the Know Podcast: The coming 'viral blizzard'

Magellan’s Chairman and CIO Hamish Douglass speaks with one of the world’s foremost epidemiologists, and a member of President Biden's Transition COVID-19 Advisory Board, Dr Michael Osterholm. 

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December 23rd, 2021
 

Livewire's Success and More Interesting Stuff: Geoff Wilson

This episode of Success and More Interesting Stuff features Wilson Asset Management's, Geoff Wilson. The episode dives into some of the key steps taken that made Wilson and his company such a success. 

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December 22nd, 2021
 

Livewire: Buy Hold Sell - 5 stocks with sparkling New Year's resolutions

Previous Conference Manager, Tribeca's Jun Bei Liu analyses three businesses with big plans for 2022 and names two winning stocks with big plans for the year ahead.

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December 17th, 2021
 

Five global trends point to buys and sells for 2022

A VGI Partners Senior Investment Analyst discusses five opportunities, three buys and two sells in light of expected market developments for 2022.

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December 16th, 2021
 

Livewire: Buy Hold Sell - 3 Christmas specials and 2 for a turnaround

In this Livewire Christmas special, previous Conference Manager, Tribeca's Jun Bei Liu share her thoughts on five beaten-down stocks ready for a turnaround in 2022.

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December 10th, 2021
 

Charlie Munger and stock picks at the Sohn Conference

Firstlinks gives the highlights from Charlie Munger and a summary of the selected stocks at the annual Sohn Hearts & Minds Conference.

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December 4th, 2021
 

Cota Capital: Knowledge is the Ultimate Capital with Infinite Possibilities

In this episode of Founders in 15, Lily Sarafan sat down with co-founders, Babak Poushanchi and Bobby Yazdani to discuss the Origins of Cota Capital.

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December 4th, 2021
 

Regal Funds founder Phil King’s short share tips

An experienced investor with a track record of short selling, King will be the only fund manager on the day tipping a short stock at the annual Australian Sohn Conference on Friday.‍

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December 3rd, 2021
 

Regal’s Phil King shorts GameStop in tactical shift

Regal Funds Management has upended its short selling approach to combat the pressures of a rising bull market, focusing on share price blips, according to chief investment officer Phil King.

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December 3rd, 2021
 

Hamish Corlett picks Spotify as his top stock again at Sohn Hearts & Minds Conference

Hamish Corlett is the only stock picker in the history of the Sohn Hearts & Minds Investment Conference to pitch exactly the same company twice.

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December 3rd, 2021