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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
ESG Risks
Gambling
Cash Flow
Financial Freedom
Home Equity
Leverage
Investment Property
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

PublishesWeeklyEpisodes293Founded5 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Investing Compass

Latest Episodes

We take a look at our top episodes of 2025. In this episode, we look at the ETFs that would go into a 3 ETF portfolio, using Morningstar's Manager Research Medalist ratings.

A message from Mark and Shani

For the past five years, we’ve released a we... more

Maximisers spend a lot of time researching and thinking about the best choice to make. Satisficers settle for the best option that they can see with modest criteria. Mark and Shani run through how to determine what type of investor you are and what t... more

It's our annual Christmas gifts episode! We run through some gifts that you can give to your favourite investor, and we take part in our annual tradition of getting each other a gift.

A message from Mark and Shani

For the past five years, we’ve re... more

In our guest episode today, we host Matt Wacher, Chief Investment Officer, APAC at Morningstar Investment Management (MIM). We run through where MIM sees opportunities, what they consider overvalued and how investors should approach markets.

A messa... more

Key Facts

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Recent Guests

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.
James Gruber
Editor of First Links, former portfolio manager and stockbroker
First Links
Episode: Aussie stocks to hold forever

Hosts

Shani
Co-host who provides insights on investment strategies while sharing personal anecdotes to engage listeners.
Mark
Co-host who offers expertise in investment analysis and relatable stories to help demystify financial topics.

Reviews

4.8 out of 5 stars from 414 ratings
  • Too many irrelevant content

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

    Apple Podcasts
    4
    Chloe yyc
    Australia2 months 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
    Australia7 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

Listeners Say

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

Hosts strike a good balance between education and entertainment; relatable and personable.
Informative and engaging content that simplifies complex investing topics.
Some listeners feel the banter can be excessive or distracting from the main subject matter.

Chart Rankings

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

Apple Podcasts
#40
Australia/Business/Investing
Apple Podcasts
#94
Australia/Business
Apple Podcasts
#194
New Zealand/Business/Investing
Apple Podcasts
#235
India/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

A fatal error with super
Q: What should Australians consider before withdrawing their super?
Australians should weigh the opportunity costs of withdrawing funds, particularly how it impacts their future retirement savings and financial security.
Are we in a bubble?
Q: What does a market strategist do?
Lochlan explains that his role involves extracting market-wide insights from stock-level research and communicating those insights.
Morningstar's forecasted returns for asset classes
Q: Bianca, can you tell us what you do at Morningstar and your daily responsibilities?
As a portfolio manager, I manage multi-asset portfolios and decide on the mix of growth and defensive assets.
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.

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?

Focused on empowering listeners to invest with confidence, the content covers a wide array of investment fundamentals, practical tools, and economic insights. The dialogue often includes expert guests who address current financial trends and personal finance strategies, making complex concepts accessible to individuals at various levels of investing experience. The hosts share their own investing journeys and challenges, complementing educational discussions with light-hearted banter. Unique to this series is the emphasis on Australian market perspectives, including specific tax strategies and the implications of government policies on personal finance, catering particularly to an audience looking to deepen their investment knowledge with r... more

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Which podcasts are similar to Investing Compass?

These podcasts share a similar audience with Investing Compass:

1. Your Wealth
2. The Rules of Investing
3. Australian Investors Podcast
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 293 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. Matt Wacher
2. Lochlan Halloway
3. Bianca Rose
4. Graham Hand
5. Peter Warns
6. Abby John
7. James Gruber

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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