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Artwork for Investing Compass

Investing Compass

Morningstar Australia
Endeavour Group
Warren Buffett
Liquor Retailing
Berkshire Hathaway
Morningstar Investor
Debt Recycling
Superannuation
Gambling
ESG Risks
Investment Property
Leverage
Home Equity
Cash Flow
Financial Freedom
Mining Sector
Financial Planning
Charlie Munger
Etfs
Investing
Australia

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.

Host... more

PublishesWeeklyEpisodes280Founded5 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Investing Compass

Latest Episodes

There are some obvious red flags that investors intuitively know to steer clear of—high fees, low liquidity, poor performance. Mark and Shani run through three lesser-known red flags to look for when you are choosing an ETF.

You can find the full ar... more

SMSFs (Self-Managed Super Funds) are increasing in popularity. SMSFs provide a lot of great features. They allow investors to access the investments they want, and in the proportion they’d like to. They allow a level of customisation to invest in ass... more

The largest asset manager in the world, Blackrock has declared that the 60/40 portfolio should be rethought. They also believe that a 70/30 portfolio is likely to deliver 6.5% going forward. Mark and Shani take a look at the research, and what invest... more

Two years ago Mark purchased CSL. The share has not done well in that period. Mark goes through his thoughts on CSL, whether it still meets his original thesis, and evaluates whether the share deserves a place in his portfolio.

You can find the full... more

Key Facts

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Podcast Host
Number of Listeners
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Recent Guests

James Gruber
Assistant Editor at Firstlinks and Morningstar
Firstlinks
Episode: [Best of 2024]: How to build a lazy portfolio with 3 ETFs
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
Co-host of the show, providing insights and relatable anecdotes on investment strategies.
Shani
Co-host who brings humor and engaging conversations to the subject of investing, often referencing personal experiences.

Reviews

4.8 out of 5 stars from 407 ratings
  • 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
    Australia4 months ago
  • Great show !!

    Excellent -easy to understand and you are both so hilarious . Who thought that money could also be funny ?! Thanks

    Apple Podcasts
    5
    1willB0k
    Australiaa year ago
  • Great info

    This is such a good podcast and a great episode. I was aware of the Dollarmites program but ended up being funnelled into the corresponding Westpac program. “Coincidentally” I stayed with Westpac for well over twenty years before I actually started to question why… This ep is a lesson for parents to teach their children well and early, before the Corporates get their claws in.

    Apple Podcasts
    5
    JohnnyHunt
    Australiaa year ago
  • Outstanding Podcast

    Mark and Shani deliver an outstanding and informative service that is relevant to today's investing climate. The subjects covered are diverse and well targeted and the contribution of guest experts adds to the value delivered. I would also add the information is targeted towards small investors which makes listening more enjoyable for me.

    Apple Podcasts
    5
    Saberdaber1
    Australia2 years ago
  • A value resource for all types of investors

    This podcast is a really informative resource for all types of investors, particularly individual investors. They break each topic down into easy to understand concepts and practical examples. Highly recommended.

    Apple Podcasts
    5
    CDP061969
    Australia2 years ago

Listeners Say

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

Some listeners have voiced a desire for less emphasis on personal anecdotes in favor of more straightforward financial advice.
Listeners appreciate the practical insights and engaging banter between the hosts, often highlighting the clarity with which complex topics are explained.
Feedback suggests that many find the podcast valuable for both beginners and more seasoned investors, enjoying its blend of education and entertainment.

Chart Rankings

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

Apple Podcasts
#27
Australia/Business/Investing
Apple Podcasts
#64
Australia/Business
Apple Podcasts
#228
France/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The largest asset manager in the world doesn't think you will achieve your goals
Q: What are some of the questions you think investors should be asking themselves?
Investors should consider whether recent return levels are sustainable and if they want to increase the possibility of reaching their financial goals despite high valuations.
Why you should pay attention to the new super tax
Q: How is this policy potentially going to change asset allocation in super funds?
The policy is expected to shift asset allocation as investors may move away from illiquid assets to avoid paying the unrealized gains tax.
Why Shani uses managed funds
Q: Do you have speculative investments historically?
Shani admits to having speculated in individual shares without a solid basis, which led to quick selling when prices became overvalued.
Why Shani uses managed funds
Q: What are your reasons for preferring managed funds?
Shani outlines her investment strategy, highlighting that managed funds allow for small contributions without incurring brokerage fees, making it easier for her to invest consistently from every paycheck.
[Best of 2024]: How to build a lazy portfolio with 3 ETFs
Q: What are your future plans for your investment portfolio?
I plan to maintain my allocation and add to it over time, with potential rebalancing as needed.

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?

This show focuses on the fundamentals of investing, presenting concepts in a clear and accessible manner. Its hosts share insights on various investment strategies and tools, aiming to boost listener confidence in making financial decisions. Topics typically covered include exchange-traded funds (ETFs), self-managed super funds (SMSFs), investment methodologies, tax strategies, and behavioral finance. The hosts often include personal anecdotes and experiences to provide relatable context, making complex financial topics easier to understand for individual investors.

Where can I find podcast stats for Investing Compass?

Rephonic provides a wide range of podcast stats for Investing Compass. 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 Investing Compass and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Investing Compass get?

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What are the audience demographics for Investing Compass?

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How many subscribers and views does Investing Compass have?

To see how many followers or subscribers Investing Compass 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 Investing Compass?

These podcasts share a similar audience with Investing Compass:

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

How many episodes of Investing Compass are there?

Investing Compass launched 5 years ago and published 280 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?

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 Investing Compass?

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What guests have appeared on Investing Compass?

Recent guests on Investing Compass include:

1. James Gruber
2. Graham Hand
3. Peter Warns
4. Abby John

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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