Jul 17

3 small caps powering Ryder Capital’s double-digit growth and fully franked dividends

Ryder Capital has just clocked up its third consecutive year of 25% plus returns, and has been paying consistent, growing dividends since 2018. In this episode Lauren De Zilva explains how Ryder looks for mispriced opportunities and the thesis behind the firm's largest portfoli ... Show More

46m 1s

Jul 3

3 ways to play the mining boom that is just getting started

Hedley Widdup from Lion Selection Group joins The Rules of Investing to discuss why the resources cycle may still be in its early stages, the outlook for gold and copper, and where he is finding opportunities among Australian micro-cap miners. In this episode: Why the mining cycl ... Show More

1h 16m

Jun 25

Backing generational companies with Blackbird’s Samantha Wong

Samantha Wong was employee #1 at Blackbird Ventures, the largest shareholder in design software giant Canva and one of Australia’s most influential venture capital firms. When Sam joined Blackbird in 2015, the Australian VC ecosystem was in its infancy - a cottage industry with j ... Show More

41m 40s

May 2021

Expert Investor: Marcus Padley - Chickens don’t make money

Marcus is the founder of <a href="https://marcustoday.com.au/" rel="noopener noreferrer" target="_blank">Marcus Today</a>, a daily stock market newsletter, and runs an $80 million Australian equities fund. We’ve previously had Marcus on the podcast and his episode ‘No Bullshit ... Show More

45m 59s

Jun 2022

Expert: Roger Montgomery - When the market busts, load up

Roger Montgomery is the Chairman and Chief Investment Officer at <a href="https://www.montinvest.com/" rel="noopener noreferrer" target="_blank">Montgomery Investment</a> and has been on the show several times previously.With all that is happening in the markets, we are ... Show More

39m 56s

Jun 2023

The New Bull Market

Some are saying it’s a bull market, we’re calling it a giddy one. (00:21) Ron Gross and Matt Argersinger discuss: - The latest inflation numbers and the Fed’s plan to “skip” a rate hike. - How a small group of companies are driving market returns, and why the rest could catch u ... Show More

39m 31s

Jun 2022

ASX Market Darlings - What their valuations tell us

It's not only the big American stocks that have taken a battering lately. Some of our local Australian 'market-darlings' have also taken big hits. So in today's episode, Bryce and Alec run through some company valuations and discount cash-flows (and reverse discounted ... Show More

47m 44s

May 2023

Stock Market Confidential: Unveiling Hidden Gems, Exposing Market Manipulation, and Navigating the Debt Ceiling Crisis | Money Moves

In this episode of Millionaire Mindcast, the dynamic duo is back. Matty A and Ryan Breedwell talk about the stock market confidential. The unveiling of hidden gems, exposing market manipulations, and navigating the debt ceiling crisis. So tune in, and enjoy!  Enter ... Show More

48m 27s

Mar 2024

Matt Geiger of Gold's Leading Move and thoughts on Valuations out of the Arabian Nubian Shield

Matt Geiger from MJG Capital discusses the recent turn in the commodity market. He believes that gold is the bellwether for commodities and that the recent breakout is the real deal. He also discusses the opportunities in junior equities and the criteria he uses to evaluate co ... Show More

21m 9s

Jul 2023

Over 10 Trillion in Market Cap Reporting This Week, Bulls In Action, and Ryan's Foolproof Investing Strategy | Money Moves

In this episode of Millionaire Mindcast, the dynamic duo is back. Matty A and Ryan Breedwell jump into this past week's updates on world news, real estate, and market updates. Over 10 trillion in market cap reporting this week, Bulls in action, And Ryan's foolproof investing s ... Show More

44m 45s

Mar 2020

Stock Market and Real Estate Impacts From CoronaVirus | WBW

In this episode of Millionaire Mindcast, we have the dynamic duo, back for another Wealth Building Wednesday segment. In today's episode Matty A and Ryan Breedwell dive into what is currently happening in the Stock Market, and what opportunities you could anticipate from this, ... Show More

44m 56s

Jun 2021

Interview: The good, the bad & the ugly of equities

Sean Aylmer speaks to Matthew Kidman, Principal at Centennial Asset Management, about the last financial year on the share market.  Which stocks did best, which ones did worst, and which ones were the surprises?  They also look ahead to the next financial year, and w ... Show More

14m 5s

Matthew Kidman: The two best times to ma...