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Investing Compass

Morningstar Australia
Superannuation
Investing
Etfs
Investment Strategies
Investment Strategy
Financial Planning
Retirement Planning
Dividends
Passive Income
Asset Allocation
Australia
Franking Credits
Warren Buffett
Estate Planning
Savings
Financial Independence
Compounding
Dividend Etfs
Financial Goals
ASX 200

Investing compass is brought to you by Morningstar Australia. We’ll run through the fundamentals of investing, taking a deep dive of concepts and offer practical explanations, tools and resources that will allow you to invest confidently. The information contained in this podcast is general in nature, it does not take into consideration your personal objectives, financial situation or needs.

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PublishesWeeklyEpisodes335Founded6 years ago
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Artwork for Investing Compass

Latest Episodes

What happens when a 24-year-old with no investing experience raises billions of dollars, borrows even more and makes concentrated bets on the future of AI?

In this episode, Mark and Shani unpack the extraordinary story of Leopold Aschenbrenner and h... more

Why do investors sell investments that have gone up while holding onto investments that have fallen? Shani and Mark explore the psychology of loss aversion and how it can lead investors into two very different but equally costly mistakes.

Would you ... more

Tax changes can have a big impact on investors, but what happens when the desire to minimise tax starts driving investment decisions? Shani and Mark look at the latest ETF flow data and what it might tell us about how investors are responding to Aust... more

We compare where Aussies are for traditional measures of wealth like net worth, income, savings rates and debt. Then, we compare it to the measures you should actually pay attention to.

You can find the article here.

Would you like more free insigh... more

Key Facts

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Recent Guests

Abbey John
Estate planning lawyer
Independent estate planning practice
Episode: Minimise tax through a will
Lachlan Holloway
Equity Market Strategist at Morningstar Australia
Morningstar Australia
Episode: Lessons from the GFC
Shamir Popat
Senior Manager Research Analyst at Morningstar
Morningstar
Episode: 5 considerations for new ETFs
Matt Wacher
Chief Investment Officer, Asia Pacific of Morningstar Investment Management
Morningstar
Episode: Where a CIO sees market opportunities
Lochlan Halloway
Equity market strategist at Morningstar, contributing to Your Money Weekly and providing broad stock market analysis.
Morningstar
Episode: Are we in a bubble?
Bianca Rose
Senior portfolio manager at Morningstar with 19 years of experience
Morningstar
Episode: Morningstar's forecasted returns for asset classes
Graham Hand
Executive in the finance industry, regular guest on Wealth of Experience podcast
Morningstar
Episode: [Best of 2024]: How to build a lazy portfolio with 3 ETFs
Peter Warns
Industry executive, regular guest on Wealth of Experience podcast
Morningstar
Episode: [Best of 2024]: How to build a lazy portfolio with 3 ETFs
Abby John
Partner at Partners Legal Solutions.
Partners Legal Solutions
Episode: Chances are your estate will be contested. Here's how to protect it.

Hosts

Mark
Host of Investing Compass, frequently presents on investing concepts and co-leads discussions.
Shani
Co-host and main presenter, focuses on practical explanations and collaborations with guests.

Reviews

4.8 out of 5 stars from 425 ratings
  • Balanced information

    My favourite finance podcast. Shani and Mark manage to balance sage information with obvious camaraderie and humour. For a Gen X listener the subtle differences in the approaches of the two presenters is helpful, especially as most other fin podcasts are presented by younger folk. Oh, and I bought and love the book.

    Apple Podcasts
    5
    alphonse13
    Australiaa month ago
  • Thank you, learned so much!

    Excellent source of detailed info on investing & finance. Loved the humour, totally relate to both, Mark & Shani. Grateful for someone so knowledgeable with different approaches sharing their experiences & expertise. I now finished all the episodes:( & will very much miss the podcast. Loved the general finance episodes on super, retirement, tax, etc Made me laugh as well:) i will be getting a book next! Natalia

    Apple Podcasts
    5
    Natalia nbnb
    Australia6 months ago
  • Good but same issues as all financial podcasts

    Ultimately they have the same view as most of those offering investment advice - go boring, long term, diversified.

    Which is great. But you can’t make a podcast out of that. So you end up making episodes about all sorts of stuff and ultimately it dilutes that core message.

    Apple Podcasts
    4
    Jason’s Tim Tams
    Australia9 months ago
  • Too many irrelevant content

    The information is good but the hosts spend too much time on irrelevant chats.

    Apple Podcasts
    4
    Chloe yyc
    Australiaa year ago
  • Good info

    I mean the info is great. The guy spending half of each episode talking about himself is super painful tho

    Apple Podcasts
    5
    JohhnoG
    Australiaa year ago

Listeners Say

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

The show blends education with humor, making complex topics approachable.
Audience appreciates Australia-focused examples and actionable tips for beginners and intermediate investors.
Hosts are knowledgeable, entertaining, and provide practical investing guidance.
Some listeners wish for less banter and more direct analysis, but many praise clarity and usefulness.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Geared ETFs
Q: What are geared ETFs and how do they amplify both gains and losses?
Geared ETFs borrow money to invest, amplifying returns when markets rise but also magnifying losses when markets fall, which means outcomes can diverge significantly from what investors expect, especially over longer horizons.
Why I don't like dividend stocks
Q: What do you look for in management to ensure they won't squander capital when pursuing growth?
I look for a track record across cycles, sensible capital allocation, and a focus on industry dynamics and strategic choices that preserve or improve ROE over time.
Why I don't like dividend stocks
Q: Can you talk a little bit about return on equity and why that is a good thing for a company, why that's something you look for as an investor?
ROE reflects how effectively a company uses shareholders' equity to generate profits; high and sustainable ROE suggests a durable competitive advantage and the ability to reinvest earnings for growth rather than paying them out as dividends.
Lessons from the GFC
Q: Could you briefly explain what uncertainty rating means?
The uncertainty rating communicates how confident Morningstar is in the forecasts underpinning stock valuations; it reflects the wider band of outcomes, as in AI-related growth, which makes long-horizon precision harder.
Lessons from the GFC
Q: So what does a market strategist do?
Lachlan explains that Morningstar Equity Research is a team of fundamental, bottom-up analysts covering about 20 ASX-listed stocks each; his role is to extract big market-wide insights from that bottom-up work and communicate them.

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 Investing Compass

What is Investing Compass about and what kind of topics does it cover?

Two-host format delivering practical, accessible investing guidance tailored to Australian audiences. Episodes routinely tackle ETF costs and structures, income-focused funds, tax and estate considerations, debt strategies, and long-term wealth building, all grounded in Morningstar research and real-world scenarios. The duo blends clear explanations with light banter, guest input from time to time, and sponsor integrations, making complex finance topics approachable for individual investors and those new to investing while still offering depth for more experienced listeners. A notable strength is tying theory to actionable steps—such as comparing fund structures, tax implications, and diversification—within a consistently Australian context... more

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Which podcasts are similar to Investing Compass?

These podcasts share a similar audience with Investing Compass:

1. Australian Investors Podcast
2. The Rules of Investing
3. The Money Puzzle
4. Buy Hold Sell, by Livewire Markets
5. Motley Fool Money

How many episodes of Investing Compass are there?

Investing Compass launched 6 years ago and published 335 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 Investing Compass?

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What guests have appeared on Investing Compass?

Recent guests on Investing Compass include:

1. Abbey John
2. Lachlan Holloway
3. Shamir Popat
4. Matt Wacher
5. Lochlan Halloway
6. Bianca Rose
7. Graham Hand
8. Peter Warns

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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