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The Ideas Exchange

ASX
ASX
Interest Rates
Inflation
2024 Investment Outlook
Healthcare Sector
Artificial Intelligence
February Market Activity
Investment Planning
Consumer Discretionary
Tech Sector
Gold Market
ASX Market
Investment Strategies
Financial Services
Nvidia
Lithium Market
Australian Share Market
Future Generation
Bitcoin
Equities

Want a fresh view of investing opportunities and strategies? Tune into The Ideas Exchange to hear from ASX insiders and industry experts. ASX Limited ABN 98 008 624 691 and its related bodies corporate ("ASX") makes content available for podcast (“content”) and the content may be downloaded on these conditions. ASX grants a non-exclusive licence to download the content for private and non-commerci... more

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Latest Episodes

In this episode of The Ideas Exchange, host Jacinta King is joined by Frank Thormann, Senior Portfolio Manager, Global Equities at Schroders to dive into Schroders' investment philosophy and how the Schroder Global Equity Alpha Fund generates alpha b... more

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With five large banks and two major mining companies making up 40% of the ASX-100, many Australian equity investors risk overexposure to these sectors. In this episode, Robert Miller, Portfolio Manager at NAOS, explains their investment philosophy wh... more

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APRA’s ruling on hybrids not only represents a shift towards a more resilient financial system but also opens opportunities for investors to redeploy capital into other income-focused investments.

Join us this month as Blair Hannon, Head of ETFs Aus... more

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In this episode of ASX Ideas Exchange, we dive into Bell Direct's research on how Australian market sectors have performed over the past decade. Join Grady Wulff, Senior Market Analyst at Bell Direct as she unpacks standout performers like financials... more

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Recent Guests

Robert Miller
Portfolio Manager at NAOS Asset Management
NAOS Asset Management
Episode: High conviction, long-term value: Inside NAOS' portfolio
Grady Wulff
Senior Market Analyst at Bell Direct
Bell Direct
Episode: Australian market sectors: A 10-year review
Dr. David Allen
Head of Long Short Strategies and portfolio manager of the Plato Global Alpha Fund
Plato Investment Management
Episode: Beyond buy and hold - A guide to long/short strategies
Alex Pollack
Chief Investment Officer and co-founder of Loftus Peak
Loftus Peak
Episode: The art of disruption
Sarah Lau
Portfolio Manager at Resolution Capital
Resolution Capital
Episode: Building the Future: Investing in Global Listed Infrastructure
Eleanor Swanson
Portfolio Manager specializing in global small caps
Firetrail
Episode: Understanding Markets: Performance, analysis and getting started
James Millar
Portfolio Manager working across global equities
Firetrail
Episode: Understanding Markets: Performance, analysis and getting started
Marc Jocum
Senior Product and Investment Strategist at Global X ETFs
Global X ETFs
Episode: Investing made simple: goals, asset classes and biases
Laura Besarati
Market analyst at CommSec
CommSec
Episode: A beginners guide to investing

Hosts

Jacinta King
Business Development Manager Investment Products at ASX
Rory Cunningham
Senior Manager of Investment Products at ASX

Reviews

4.3 out of 5 stars from 31 ratings
  • Interesting content

    Worth a listen in conjunction with some other investment podcasts

    Apple Podcasts
    5
    Banno Beeks
    Australia3 years ago
  • Boring

    Reading off a script

    Apple Podcasts
    5
    Davey Wax
    Australia4 years ago

Listeners Say

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

Some find the discussions slightly scripted, suggesting a desire for more spontaneous dialogue.
Listeners appreciate the informative and engaging content, highlighting its usefulness for investment decision-making.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

High conviction, long-term value: Inside NAOS' portfolio
Q: What can investors expect when attending the NAOS Investor Roadshow?
Investors can expect presentations about portfolio companies and interactive Q&A sessions.
The art of disruption
Q: What do you think are some of the exciting things that AI offers for the future?
Pollack explains that AI is already integrated into services like Uber and will continue to increase in various sectors.
Building the Future: Investing in Global Listed Infrastructure
Q: How does Rescap evaluate companies? What is it in them that you actually look for?
We look for quality assets that fit our infrastructure definition, good corporate governance, and appropriate balance sheets to support growth.
Finding the sustainable competitive advantage
Q: Could you share a few stocks that you think are well positioned in the current climate?
Some of the top positions include AutoZone, which is rapidly expanding its retail operations, and booking.com, which is benefiting from shifting consumer spending towards experiences.
Finding the sustainable competitive advantage
Q: So how are valuations looking given that the interest rates are expected to stay elevated for longer?
It's a great time to be looking at mid-size or small cap companies; there's potential for high earnings growth with more attractive valuations than larger companies.

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Frequently Asked Questions About The Ideas Exchange

What is The Ideas Exchange about and what kind of topics does it cover?

Insights into investment strategies and opportunities are captured through conversations with ASX insiders and industry experts, providing listeners with educational content focused on investment management. Episodes cover various topics such as market analysis, portfolio management, and emerging trends in investment vehicles like ETFs and cryptocurrencies. Noteworthy is the emphasis on both disruptive innovations and traditional investment principles, offering a well-rounded perspective on managing investments in current market conditions. Expect appearances from finance professionals sharing their expertise on navigating the complexities of investment markets.

Where can I find podcast stats for The Ideas Exchange?

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

How many listeners does The Ideas Exchange get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for The Ideas Exchange, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for The Ideas Exchange?

Rephonic provides comprehensive predictive audience data for The Ideas Exchange, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does The Ideas Exchange have?

To see how many followers or subscribers The Ideas Exchange 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 The Ideas Exchange?

These podcasts share a similar audience with The Ideas Exchange:

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

How many episodes of The Ideas Exchange are there?

The Ideas Exchange launched 5 years ago and published 84 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 The Ideas Exchange?

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 The Ideas Exchange?

Rephonic pulls ratings and reviews for The Ideas Exchange from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for The Ideas Exchange?

Rephonic provides full transcripts for episodes of The Ideas Exchange. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on The Ideas Exchange?

Recent guests on The Ideas Exchange include:

1. Robert Miller
2. Grady Wulff
3. Dr. David Allen
4. Alex Pollack
5. Sarah Lau
6. Eleanor Swanson
7. James Millar
8. Marc Jocum

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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