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The Ideas Exchange

ASX
ASX
Interest Rates
Artificial Intelligence
Investment Strategies
Inflation
Healthcare Sector
2024 Investment Outlook
Investment Management
Etfs
Tech Sector
Investment Planning
February Market Activity
Consumer Discretionary
Gold Market
ASX Market
Global Listed Infrastructure
Disruption
Global Markets
Technology Sector
Global 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

PublishesMonthlyEpisodes90Founded5 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for The Ideas Exchange

Latest Episodes

How do you invest through market volatility?

In this ASX Ideas Exchange episode, Aoris founder and CIO Stephen Arnold explains why staying disciplined when focusing on a small number of high quality global businesses matters during uncertain times. ... more

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In this episode of ASX Ideas Exchange, James Rodda, Portfolio Manager and Co-founder of Antipodes shares expert insights on the forces shaping today’s investment landscape within the global small and mid-cap space . From shifting macro conditions to ... more

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In the latest episode of The Ideas Exchange, Angus Gluskie from Whitefield shares practical insights on building resilient portfolios designed to deliver reliable income through changing market conditions.

Hear how different income strategies work, ... more

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In the latest episode of Ideas Exchange, Mark Freeman, Chief Executive Officer of the Australian Foundation Investment Company (AFIC) joins us for a wide-ranging discussion on state of the markets, dividends and long term investing. Mark reflects on ... more

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Recent Guests

Steven Arnold
Founder and Chief Investment Officer of Aoris
Aoris
Episode: Investing through volatility: the power of discipline and quality
James Rodda
Co-founder of Antipodes and Portfolio Manager of the Antipodes Global SMID Active ETF
Antipodes
Episode: Global Markets in Transition: Risks, Opportunities and Strategy
Angus Gluskie
Managing Director of Whitefield
Whitefield
Episode: Building better Income: strategies for resilient portfolios
Mark Freeman
Chief Executive Officer of the Australian Foundation Investment Company
Australian Foundation Investment Company
Episode: LICs: market signals and income stability
James Miller
Portfolio Manager at FireTrial
FireTrial
Episode: Looking back, thinking ahead: The Ideas Exchange year-end special
Mark Jokum
Senior Product and Investment Strategist at GlobalX ETFs
GlobalX ETFs
Episode: Looking back, thinking ahead: The Ideas Exchange year-end special
Alex Pollock
Chief Investment Officer and Co-Founder at Loftus Peak
Loftus Peak
Episode: Looking back, thinking ahead: The Ideas Exchange year-end special
Frank Thorman
Portfolio Manager at Schroders
Schroders
Episode: Looking back, thinking ahead: The Ideas Exchange year-end special
Grady Wolfe
Senior Market Analyst at Bell Direct
Bell Direct
Episode: Looking back, thinking ahead: The Ideas Exchange year-end special

Hosts

Jacinta King
Host of The Ideas Exchange, facilitating expert discussions on investment strategies and market analysis.
Aaron Viscano
Business Development Associate specializing in investment products, co-hosting discussions on industry strategies and insights.

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
    Australia5 years ago

Listeners Say

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

Listeners appreciate the fresh perspectives on investing opportunities and strategies.
A few comments highlight a preference for less scripted discussions.
Some find the content informative and a good supplement to other investment podcasts.

Chart Rankings

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

Apple Podcasts
#188
Australia/Business/Investing
Apple Podcasts
#209
France/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Investing through volatility: the power of discipline and quality
Q: Where was Syntas in the portfolio a couple of decades ago, and why does it stand out as a core holding?
The host asks about historical positioning; Arnold highlights Syntas as a durable, highly profitable, recession-resilient service business with long tenure client relationships and a scalable model that supports ongoing outsourcing needs.
Investing through volatility: the power of discipline and quality
Q: Could you walk us through Aoris' core investment philosophy and how you apply it to narrow the universe of investable companies?
Arnold explains they focus on ownership of businesses that will become progressively more valuable with low risk of material disappointment, exclude high-risk sectors first, and apply strict criteria like profitability, consistency of earnings, competitive advantages, and strong balance sheets before narrowing to a 15-stock portfolio.
Global Markets in Transition: Risks, Opportunities and Strategy
Q: Are there particular stock themes or holdings you'd highlight for listeners today?
Two standouts are AI-driven infrastructure beneficiaries like Bandwidth and energy-related drill rigs like Volaris; Bandwidth offers a compelling AI-enabled telecom backend opportunity, while Volaris reflects a structural shift in onshore US oil supply and equipment demand that could drive durable returns.
Global Markets in Transition: Risks, Opportunities and Strategy
Q: Could you give us a broad update on how the global SMID space looks in early 2026?
Markets have faced meaningful headwinds from geopolitical tension, AI disruption, and private equity dynamics, but the SMID segment remains attractively valued relative to large caps, with potential for re-rating as global growth stabilizes and the sector benefits from changing industry dynamics.
Beyond hybrids - Navigating APRA's changes and portfolio alternatives
Q: How does Macquarie approach the management of fixed income strategies in your ETF portfolio?
Macquarie emphasizes rigorous research and active management in fixed income, treating bonds as lending that requires due diligence, risk assessment, and a disciplined process to balance defense and income for investors.

Audience Metrics

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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?

This podcast provides listeners with insights into investment strategies and market opportunities through discussions with industry experts and ASX insiders. Topics frequently covered include the state of the Australian economy, retirement planning, market sectors, and investment philosophies. The content emphasizes practical advice for both novice and experienced investors, including lessons learned from past market behaviors and the analysis of current investment trends such as in technology, healthcare, energy, and emerging markets. Notably, the blend of expert interviews helps to offer diverse perspectives on navigating complex investment landscapes, creating a comprehensive educational experience for listeners interested in finance and... more

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Which podcasts are similar to The Ideas Exchange?

These podcasts share a similar audience with The Ideas Exchange:

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

How many episodes of The Ideas Exchange are there?

The Ideas Exchange launched 5 years ago and published 90 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?

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What guests have appeared on The Ideas Exchange?

Recent guests on The Ideas Exchange include:

1. Steven Arnold
2. James Rodda
3. Angus Gluskie
4. Mark Freeman
5. James Miller
6. Mark Jokum
7. Alex Pollock
8. Frank Thorman

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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