Basis Points

Want to learn how to sniff out red flags and greenwashing from a mile away? Australian Ethical’s Chief Impact & Ethics Officer Alison George has spent 20 years crafting her nose for it.In this episode she shares her Green and Red flags for choosing ESG funds plus the questions advisers can ask to cut through the greenwashing spin.She also tackles why the ethical investment industry needs to communicate better with investors - and whether you'll get better bang for your buck backing a transitioning fossil fuel giant over a tiny wind farm.Chapters:00:00:00 Ethical Investing Under Fire00:02:10 ESG After The Boom00:08:12 When Ethics Trigger Divestment00:11:54 Spotting Genuine ESG Funds00:13:30 Backing Real Climate Winners00:16:34 Advisers And Client Values00:20:26 Climate Risk And Greenwashing00:23:36 Pay-To-Play ESG Concerns00:24:51 Risks Shaping The Future00:27:18 Why Inequality Connects Everything📈 Stocks and ETFs Mentioned: National Australia Bank (ASX: NAB) WiseTech (ASX: WTC) Lendlease (ASX: LLC)Links Mentioned: Register for early bird finfest tickets here - http://equitymates.com/finfest-industry———CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.0.5 Total Hours Knowledge Requirements: Fixed Interest (0.25 hour) and Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour)———Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———Basis Points is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697.

Is the 60/40 portfolio dead? What do Big Macs and Negronis have in common? Do bonds still diversify stocks?In this episode Andrew Norelli Managing Director at J.P. Morgan Asset Management, unpacks the macro forces driving markets and some of the "big bad risks" investors need to be aware of.Andrew was brutally honest about the world's economic future. Host Ally left this conversation reeling from his fresh takes- you won't want to miss this one.Chapters:00:00:00 Episode Introduction00:01:33 The Negroni Dollar Index00:05:32 Fed Policy Gets Political00:09:24 Why Wars Boost Economies00:11:41 Are Bonds Still Diversifiers?00:12:29 When Bonds Fail Investors00:17:46 Private Credit Bubble Risks00:19:46 Agentic AI Changes Everything00:22:36 Best Fixed Income Opportunities00:25:51 Is Australian Credit Attractive?00:29:07 AI’s Productivity Explosion00:31:59 The Entrepreneurship Boom📈 Stocks and ETFs Mentioned: JPMorgan Income Hedged Active ETF (CBOE: JPIE)Links Mentioned: Register for early bird Finfest tickets here - http://equitymates.com/finfest-industry———CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.0.5 Total Hours Knowledge Requirements: Fixed Interest (0.25 hour) and Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour)———This episode has been sponsored by Cboe. The JPMorgan Asset Management Income Hedged Active ETF is listed on Cboe ticker JPIE. To find out more about J.P. Morgan Asset Management’s funds listed on Cboe head here———Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———Basis Points is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697.

While the world fixates on geopolitical headlines, there is one risk today’s guest believes investors have become complacent about. One that isn’t making headlines.There are significant levels of debt in the financial system, whether that’s at the consumer level, corporate level, or within governments.Chad Padowitz, the Co-Chief Investment Officer at Talaria Capital, believes ballooning global debt has massive implications for inflation, interest rates, and how we invest.In this episode:00:00 Market Outlook And Key Risks02:11 Debt Pressures Reshaping Markets04:07 Inflation Threats And Policy Risks06:52 Dollar Weakness And FX Trends10:59 Equity Opportunities Beyond Mega Caps13:35 AI Hype And Valuation Risks16:49 Finding Value In Uncertain Markets22:31 Knowing When To Exit Positions25:32 Growth Stocks Under Pressure29:37 Using Options To Manage Risk34:31 Why Income Still Matters37:22 Debt Challenges And Policy Limits40:42 Building Resilient Client Portfolios📈 Stocks and ETFs Mentioned:Talaria Global Equity Fund Complex ETF (ASX: TLRA)Talaria Global Equity Hedged Fund Complex ETF (ASX: TLRH)Ferrari N.V. (NYSE: RACE)Everest Group Ltd. (NYSE: EG)Bunzl plc (LSE: BNZL)Johnson & Johnson (NYSE: JNJ)CF Industries Holdings, Inc. (NYSE: CF)NVIDIA Corporation (NASDAQ: NVDA)The Coca-Cola Company (NYSE: KO)Apple Inc. (NASDAQ: AAPL)Come join us at the Finfest adviser day event! Register for early bird tickets here - http://equitymates.com/finfest-industry———CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.0.75 Total HoursKnowledge Requirements: Managed Investments (0.75 hour) Legislated CPD Area: Technical Competence (0.75 hour)———This episode has been sponsored by Cboe. To find out more about Talaria’s Global Equity Fund Complex ETF (Cboe: TLRA) & Global Equity Fund Currency Hedged Complex ETF (Cboe: TLRH) head to https://www.talariacapital.com.au/———Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———Basis Points is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697.

Few Australians can say they were mentored by the late David Swensen - the legendary former Chief Investment Officer of the Yale Endowment Fund with one of the greatest long-term track records in history. Today’s guest is one of them.Anacacia Capital’s Jeremy Samuel, shares the lessons that shaped his approach across two decades of managing private and public markets.Chapters:00:00 Introduction01:22 Lessons from Yale Model04:38 Equity Market Trends08:58 IPOs & Liquidity Shifts12:45 Boring but Beautiful Businesses18:00 Active vs Activist Approach21:02 Valuations & Risk Strategy24:36 Active vs Passive Debate———CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).Complete the quiz here to claim your points.0.5 Total HoursKnowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour)———This episode has been sponsored by Anacacia Capital. To find out more about Anacacia or their funds head to https://www.anacacia.com.auThanks to Anacacia Capital for helping us keep all our content on Basis Points, free.———Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———Basis Points is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697.

Today’s guest interviewed 800 financial advisers across the world, over the past 2 years. They all described experiencing the same problem; 80% of their time is spent on admin, just 20% talking to clients.It’s an advice efficiency problem. One that our guest is endeavouring solve with AI. Shak Lala is the co-founder of Marloo, an AI powered tech platform built for financial advisers.In this episode00:00:00 Adviser Crisis And AI Opportunity00:02:00 AI Trends And Adviser Impact00:06:30 Structural Problems In Advice00:11:00 Building Marloo And Key Pain Points00:16:30 Compliance And Advice Evolution00:22:00 AI Adoption And Workflow Changes00:27:30 Scaling Advice And Future VisionThis episode was recorded on April 21st 2026———CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.0.5 Total HoursKnowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour)———This episode has been sponsored by Marloo. Try Marloo for free here!———Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———Basis Points is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697.

Markets shrugged off a US-Iran conflict and rallied, but should they have?Canaccord CIO David Cassidy breaks down why a lot of good news is already priced in before a deal has even been reached.In this episode:00:00 Market Setup And War Impact04:40 RBA Risks And Aussie Outlook08:05 Volatility Strategy And Corrections12:05 Fixed Income And Private Markets15:04 Rare Earths And ASX Opportunities20:25 Diversification And Tech Outlook📈 Stocks and ETFs Mentioned:Commonwealth Bank of Australia (ASX: CBA), Lynas Rare Earths Ltd (ASX: LYC), Evolution Mining Ltd (ASX: EVN), Alcoa Corporation (ASX: AAI), Telix Pharmaceuticals Ltd (ASX: TLX), ResMed Inc (ASX: RMD), Xero Ltd (ASX: XRO), Technology One Ltd (ASX: TNE)This episode was recorded on 21st April 2026———CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz HERE to claim your points.0.5 Total HoursKnowledge Requirements: Economic Environment (0.25 hour) & Managed Investments (0.25 hour) Legislated CPD Areas: Technical Competence (0.25 hour) & General (0.25 hour)———Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———Basis Points is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697.

What can a Navy officer teach you about financial advice?Jason Petersen, Managing Partner at Five Financial, shares how military discipline shapes his approach to advice, leadership, and client relationships.He explains why his firm has gone all-in on a market beta investment strategy, arguing that consistent returns, tax efficiency, and low turnover matter more than chasing outperformance.Beyond investing, he highlights where advisers should really focus their time and why most clients care far less about performance than you think.He also makes a strong case for AI adoption in advice, warning that firms who ignore it risk being left behind as efficiency and scalability become critical.His message; control what you can (structure, strategy, and behaviour) and let the market do the rest.In this episode:00:00 From Navy To Financial Advice03:59 Leadership And Building Client Trust07:33 Scaling With Near Zero Attrition11:19 Strategy Over Returns That Matter15:58 How AI Is Changing Advice22:26 Why Staying Invested Wins———CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.0.0 Total Hours Knowledge Requirements: Practice Management (0.50 hour) Legislated CPD Area: Client Care & Practice (0.50 hour)———Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———Basis Points is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697.

If you've ever wondered how the pros really pick fund managers, this episode is for you.This week, we’re joined by Jo Cornwell, the Head of Manager Research at $34.5 billion managed account provider Evidentia Group.Plus, we discuss the red flags advisers should look out for when backing funds.In this episode:00:00 SMA Boom Explained03:23 Assessing Fund Managers09:02 Local vs Offshore Debate11:58 Culture Drives Performance13:56 Portfolio Construction Strategies18:42 Navigating Market Volatility22:38 Alignment and Growth Challenges23:03 Building a 3-Asset Portfolio25:13 Why Managed Accounts Matter📈 Stocks and ETFs Mentioned: Magellan Financial Group (ASX: MFG), Platinum Asset Management Limited (ASX: PTM)This episode was recorded on the 8th of April———CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.0.0 Total Hours Knowledge Requirements: Financial Planning (0.25 hour, Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour)———Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———-Basis Points is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697.