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Basis Points

Equity Mates Media
Portfolio Construction
Investment Strategies
Equity Mates Media
Diversification
Financial Advice
PIMCO
Financial Advisors
Private Credit
Etfs
Australia
Asset Allocation
AI Infrastructure
High-Net-Worth Individuals
Fixed Income
Active Management
Healthcare Sector
Investment Advisory
Contrarian Investing
Milford Asset Management
API Group

Small improvements, compounded. That is the power of basis points.

From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improvements that compound into big outcomes.

Hosted on Acast. See acast.com/privacy for more information.

PublishesTwice monthlyEpisodes34Foundeda year ago
Number of ListenersCategories
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Artwork for Basis Points

Latest Episodes

2025 saw global markets outside the US outperform and Betashares’ Cameron Gleeson believes that trend is far from over.

We sat down with Cam, Senior Investment Strategist at Betashares, to unpack the macro and market forces that could see Europe, Ja... more

YouTube

”Conventional wisdom will tell you that the lowest risk portfolio you can have is to have 70% of your assets in one country…that's a violation of common sense.”

Ben Preston Portfolio Manager at Orbis Investments, warns that in markets dominated by a... more

YouTube

What if the most reliable out-performers in the Australian market aren’t the blue chips, but the companies graduating quietly through the mid-cap ranks?

Advisors often focus on small-cap potential or large-cap stability. But Jovana Gagic, Portfolio ... more

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“No client wants to be scaled.”

So how do you grow an advice business without making clients feel that they’re just a number? In this episode, we explore how Evalesco balances efficiency, scale, and deep personalisation to serve their “millionaire n... more

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Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Ben Preston
Portfolio Manager at Orbis Investments
Orbis Investments
Episode: The risk hiding in your client’s portfolio - Ben Preston | Orbis Investments
Jovana Gagic
Portfolio manager and analyst at Paradice Investment Management
Paradice Investment Management
Episode: Graduates, not gambles: How Australia’s best small caps ‘grow up’ - Jovana Gagic | Paradice
Vern du Preez
Investment Specialist at Orbis Investments
Orbis Investments
Episode: The emerging markets blind spot: are you missing the next big opportunity? | Vern du Preez, Orbis Investments
Helen Mason
Portfolio manager at Schroders
Schroders
Episode: The $40b hole in Aussie portfolios & how to fill it - Helen Mason | Schroders
William Curtayne
Portfolio Manager of the Milford Australian Absolute Growth Fund and the Milford Dynamic Funds
Milford Asset Management
Episode: Are we seeing a change at the top of the ASX? - William Curtayne | Milford
Chris Cuffe
Founder and portfolio manager at Third Link Investments, former CEO of Colonial First State and Challenger.
Third Link Investments
Episode: Stop asking the wrong questions when choosing fund managers - Chris Cuffe | Third Link
Alex Pollak
Chief Investment Officer at Loftus Peak, known for managing one of Australia's top-performing growth funds.
Loftus Peak
Episode: Beating the market in a time of hyper-disruption - Alex Pollak | Loftus Peak
Richard Quin
Chief Investment Officer and Principal at Bentham Asset Management, focused on credit and fixed income markets.
Bentham Asset Management
Episode: Tariffs, turmoil and resilient portfolios: A guide for advisers - Richard Quin | Bentham Asset Management
Felicity Walsh
Managing Director of Australia and New Zealand at Franklin Templeton, focused on alternative assets
Franklin Templeton
Episode: Alternative assets have killed the 60/40 portfolio - Felicity Walsh | Franklin Templeton

Hosts

Bryce
Co-host of a finance podcast focusing on the intersection of investment management and advisory services.
Ren
Co-host of a finance podcast, specializing in investment strategies and market analysis.

Reviews

4.8 out of 5 stars from 29 ratings
  • India Ave Episode!!!

    What a brilliant episode with Mugunthan Siva, Chief Investment Officer of India Avenue!!! What an amazing speaker! Best episode across all 3 of your shows I have ever heard!

    Apple Podcasts
    5
    Naomirichmond
    Australia7 months ago
  • Banal Self Promotion

    I’ve listened to episode one and it’s staggering how loquacious finance people are. The whole episode is just a verbose and vapid self promotion with no meaningful financial insights or deeper interesting educational points. It’s just waffling jovial banter with no substance. The whole thing could be summarized as, “You can totally trust me! Look how charismatic and fun loving I am”. This guy should be a politician, he answered questions for an hour and said nothing.

    Apple Podcasts
    1
    Jages_MS
    Australia9 months ago
  • Love the new show!

    Great insights, great guests, great hosts. Loving this pod

    Apple Podcasts
    5
    podbread
    Australiaa year ago
  • Very excited!

    Looking forward to adding this podcast to my rotation

    Apple Podcasts
    5
    pod save us all
    Australiaa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some reviews indicate a need for more concise and focused episodes, suggesting that certain discussions can drift into less relevant territory.
Listeners appreciate the practical insights and expertise shared by guests, often praising the depth of discussions.
Overall sentiment highlights a positive reception regarding the quality of content and the value it provides to financial advisers.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#79
Australia/Business/Investing
Apple Podcasts
#182
Australia/Business
Apple Podcasts
#136
New Zealand/Business/Investing
Apple Podcasts
#191
Spain/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The risk hiding in your client’s portfolio - Ben Preston | Orbis Investments
Q: What's the single biggest misconception about diversification you often hear when you're speaking to clients?
The biggest misconception is that having lots of different funds equates to true diversification, when in reality it is crucial to dig into what those funds actually own.
Why this fund manager is betting BIG on the UK - Stephen Arnold | Aoris
Q: What warning signs do you look for that may indicate a company is losing its exceptional status?
Arnold indicates management complacency, aggressive pricing strategies, and poor acquisition practices may suggest a decline in long-term business quality.
Why this fund manager is betting BIG on the UK - Stephen Arnold | Aoris
Q: What makes Compass Group a good investment?
Arnold explains that Compass is the world's largest contract catering business with a trend towards outsourcing, offering scalable advantages and a high retention rate.
Why this fund manager is betting BIG on the UK - Stephen Arnold | Aoris
Q: Help us make the case for reconsidering the UK.
Arnold points out that while the earnings growth has been poor, many individual UK companies are strong and can be overlooked, presenting a good opportunity for selective investors like Aoris.
Three small caps with big potential - Roland Houghton | Milford
Q: How did you keep your conviction in Ridley when it had a tough start to the year?
You need to ascertain whether the issue is structural or cyclical, and if cyclical, return to previous levels of earnings is expected.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Basis Points

What is Basis Points about and what kind of topics does it cover?

Focused on the intricacies of investment management, this podcast seeks to empower financial advisers with the knowledge and tools necessary for better portfolio management. Topics consistently revolve around investment strategies, including diversification and the latest trends in the corporate bond market. The conversations often feature experts sharing their insights on navigating various financial landscapes, making it a resource for those looking to understand the complex world of investments. The approach is likely tailored for professionals seeking to enhance their advisory practices and refine their client relationships, with an emphasis on actionable advice and real-world applications.

Where can I find podcast stats for Basis Points?

Rephonic provides a wide range of podcast stats for Basis Points. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Basis Points and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Basis Points get?

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What are the audience demographics for Basis Points?

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How many subscribers and views does Basis Points have?

To see how many followers or subscribers Basis Points has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Basis Points?

These podcasts share a similar audience with Basis Points:

1. Equity Mates Investing Podcast
2. Australian Investors Podcast
3. Motley Fool Money
4. Australian Finance Podcast
5. The Money Puzzle

How many episodes of Basis Points are there?

Basis Points launched a year ago and published 34 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Basis Points?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Basis Points?

Rephonic pulls ratings and reviews for Basis Points from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on Basis Points?

Recent guests on Basis Points include:

1. Ben Preston
2. Jovana Gagic
3. Vern du Preez
4. Helen Mason
5. William Curtayne
6. Chris Cuffe
7. Alex Pollak
8. Richard Quin

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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