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Investing Compass

Morningstar Australia
Endeavour Group
Warren Buffett
Liquor Retailing
Berkshire Hathaway
Morningstar Investor
Debt Recycling
Superannuation
Gambling
ESG Risks
Financial Freedom
Cash Flow
Leverage
Investment Property
Home Equity
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

PublishesWeeklyEpisodes306Founded5 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Investing Compass

Latest Episodes

Mark and Shani discuss the lessons that investors can take from the GFC.

Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.

You can read the full article here.

A message from Mark and S... more

Morgan Housel's book Same As Ever has got Mark thinking - he runs through three underappreciated benefits of cash.

You can find the full article here.

Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can ... more

Mark and Shani runs through what it would take for the typical Aussie to replace their salary with passive income. 

You can find the full article here.

Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can... more

Mark runs through how he decided to change his super and what he changed it to.

You can find the full article here.

Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.

A message from Mar... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

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

Host

Shani
Co-host of Investing Compass

Reviews

4.8 out of 5 stars from 417 ratings
  • 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
    Australia2 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
    Australia5 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
    Australia10 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
    Australia2 years ago

Listeners Say

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

Listeners praise clear explanations and approachable banter, especially for beginners.
Many appreciate the credibility from Morningstar and practical, actionable investing ideas.
A common critique is some listeners dislike banter at the start but still value the content later in episodes.
The show is seen as a solid resource for staying updated on Australian investing topics and tax considerations.

Chart Rankings

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

Apple Podcasts
#73
Australia/Business/Investing
Apple Podcasts
#190
Australia/Business

Talking Points

Recent interactions between the hosts and their guests.

5 considerations for new ETFs
Q: What is the first question an investor should ask themselves when considering a brand new fund?
Why does this fund exist? What makes this fund worthy of my attention?
5 considerations for new ETFs
Q: What fills your days?
I evaluate investment strategies, focusing on fund managers' processes, portfolios, and performance, helping investors discern valuable options.
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.

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 centers on practical, long-horizon investing guidance primarily for individual Australian investors. Episodes repeatedly tackle core concepts like superannuation, ETFs, asset allocation, tax efficiency, and retirement planning, often pairing structured analysis with personal anecdotes and listener questions. A consistent throughline is balancing simplicity with depth—delivering digestible explanations while occasionally exploring more nuanced topics (eg, self-managed super funds, dividend strategies, and international exposure). The tone blends accessible banter with credible insights from Morningstar, and guests are used to broaden perspectives without losing a focus on actionable takeaways for everyday investors. Noteworthy is t... more

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Which podcasts are similar to Investing Compass?

These podcasts share a similar audience with Investing Compass:

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

How many episodes of Investing Compass are there?

Investing Compass launched 5 years ago and published 306 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. Shamir Popat
2. Matt Wacher
3. Lochlan Halloway
4. Bianca Rose
5. Graham Hand
6. Peter Warns
7. Abby John
8. 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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