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Artwork for Basis Points

Basis Points

Equity Mates Media
Portfolio Construction
Investment Strategies
Equity Mates Media
Diversification
Financial Advice
Pimco
Financial Advisors
Private Credit
Australia
Etfs
AI Infrastructure
Asset Allocation
High-Net-Worth Individuals
Fixed Income
Active Management
Regulatory Changes
Investment Advisory
Magnificent Seven
Aramark
Healthcare Sector

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 monthlyEpisodes32Foundeda year ago
Number of ListenersCategories
CareersInvestingBusiness

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Artwork for Basis Points

Latest Episodes

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

YouTube

“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

YouTube

Australia's corporate bond market has quietly become the third largest in the world, and signs point towards more growth to come.  

With offshore giants tapping local liquidity and the AI infrastructure boom demanding trillions in new capital global... more

YouTube

Today’s guest believes investors should rethink risk, and be wary of confusing calm waters with safety.

In this episode, we speak to founder and CIO at Auscap Asset Management, Tim Carleton- and he does not hold back.

He unpacks the flaws he sees i... more

YouTube

Key Facts

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

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Recent Guests

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
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
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
Jonathan Costello
Client Portfolio Manager, Australian Fixed Interest
Janus Henderson
Episode: Reading the bond market's warning signs - Jonathon Costello | Janus Henderson

Hosts

Bryce
Co-host with a background in finance, engaging listeners with insights and discussions around investment strategies and financial improvements.
Ren
Co-host specializing in financial advice and investment strategies, providing educational content for advisors and investors alike.

Reviews

4.8 out of 5 stars from 28 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
    Australia8 months ago
  • Love the new show!

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

    Apple Podcasts
    5
    podbread
    Australia10 months ago
  • Very excited!

    Looking forward to adding this podcast to my rotation

    Apple Podcasts
    5
    pod save us all
    Australia10 months ago

Listeners Say

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

Listeners appreciate the insightful discussions with experts that provide practical, actionable advice for financial advisors.
Many praise the engaging hosts and the quality of the guests featured, noting the depth of knowledge shared in each episode.
Some reviews express frustration with episodes perceived as lacking substance, but overall feedback leans towards positivity and helpfulness.

Chart Rankings

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

Apple Podcasts
#54
Australia/Business/Investing
Apple Podcasts
#129
Australia/Business
Apple Podcasts
#233
Germany/Business/Investing
Apple Podcasts
#84
New Zealand/Business/Investing
Apple Podcasts
#238
New Zealand/Business

Talking Points

Recent interactions between the hosts and their guests.

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.
Three small caps with big potential - Roland Houghton | Milford
Q: What is your checklist that you're kind of going through mentally when you're talking to management?
You're trying to determine what the key value drivers of any investment are and focusing as much of your research attention on those.

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?

Exploring the intricacies of finance and investment, the episodes focus on a range of topics pertinent to financial advisors. Common themes include portfolio management, diversification strategies, fixed income dynamics, and the evolving landscape of financial advice. The discussions often feature experts who provide insights into navigating market challenges, identifying investment opportunities, and enhancing client relationships. Unique to this podcast is its emphasis on practical tips and small adjustments that can lead to significant improvements in financial practices, appealing to listeners who seek actionable guidance in their advisory roles.

Listeners can expect engaging conversations filled with expert opinions from notable figur... more

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Which podcasts are similar to Basis Points?

These podcasts share a similar audience with Basis Points:

1. Equity Mates Investing Podcast
2. Get Started Investing
3. The Rules of Investing
4. Australian Investors Podcast
5. Motley Fool Money

How many episodes of Basis Points are there?

Basis Points launched a year ago and published 32 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?

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What guests have appeared on Basis Points?

Recent guests on Basis Points include:

1. Jovana Gagic
2. Vern du Preez
3. Helen Mason
4. William Curtayne
5. Chris Cuffe
6. Alex Pollak
7. Felicity Walsh
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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