Best Forager Funds Podcasts (2025)

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Neat Reflection of 2025: Winners and Losers of the Passive Revolution 39:59

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10h ago39:59

39:59

As the financial year wraps, Episode 37 of Stocks Neat takes a deep dive into the standout performance of Financial Year 25. Chief Investment Officer Steve Johnson is joined by Portfolio Managers, Gareth Brown and Alex Shevelev to discuss what drove results across Forager’s international and Australian funds — from Japanese software gems to ASX tec…

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What's next for the Farm Bill? 55:12

17d ago55:12

55:12

The Farm Bill. A piece of legislation that quietly shapes much of life in this country - especially for those of us in rural America. The Farm Bill influences everything from food access to conservation, crop insurance to rural infrastructure. And yet, for how far-reaching it is, most Americans know very little about what’s actually in it - or what…

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Forged and foraged with Chef Joshua Drage 21:30

1M ago21:30

21:30

For Chef Joshua Drage, fire is more than a cooking method - it is a unifying ingredient in his culinary creations. Drage's passion lies in crafting dishes that pay homage to the American West; emphasizing the connection between fire and food. Drage collaborates with local producers to source the freshest ingredients skillfully blending bold flavors…

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Special Episode | Inside the World of Alternative Assets with Navigator's Stephen Darke 39:34

2M ago39:34

39:34

Alternative assets are going mainstream — but are investors ready? In this special episode of Stocks Neat, Steve Johnson is joined by Stephen Darke, CEO of Navigator Global Investments, to unpack the ever-expanding world of alternative assets: from hedge funds and seeding strategies to manager selection and structural risks. With decades of experie…

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Little Creek Ranch and Feedstore with Caroline and Justin Nelson 59:07

2M ago59:07

59:07

Today we’re chatting with Caroline and Justin Nelson, the powerhouse ranching couple behind Little Creek Feed in Townsend, Montana, and the owners of Little Creek Lamb & Beef, a direct-to-consumer meat company that prioritizes care for the land, the animals, and the people sustained by both. We talk about what it was like to start a business while …

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Forest stewardship in the age of megafires with Dave Tenny 50:46

3M ago50:46

50:46

The future of forests, and the communities and wildlife that depend on them, is at a crossroads. In this episode of On Land, Western Landowners Alliance CEO Lesli Allison sits down with Dave Tenny, founding president and CEO of the National Alliance of Forest Owners, for a timely, wide-ranging conversation. They dig into sweeping new federal direct…

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Trading the Tariff Tantrum 26:32

3M ago26:32

26:32

Markets are swinging wildly, and policy tweets aren’t helping. In this quarter’s podcast, Chief Investment Officer, Steve Johnson, and Forager International Shares Fund Portfolio Manager, Harvey Migotti, dive into the renewed tariff chaos sparked by Donald Trump’s latest announcements. They explore what it could mean for US exceptionalism, inflatio…

1
This is Wildfire with Nick Mott 38:14

3M ago38:14

38:14

The American West is burning. We need to adapt. But what does it really mean to live with fire? Today’s guest has spent years trying to answer that question. Nick Mott is an award-winning journalist, podcast producer (Threshold, MTPR's The Wide Open, Fireline), and now author of the book This is Wildfire: How to Protect Yourself, Your Home, and You…

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Federal Cuts, Working Lands, and What’s Next with Lesli Allison 27:13

4M ago27:13

27:13

Today we’re bringing you a timely conversation with Lesli Allison, CEO of Western Landowners Alliance. With major shifts happening in federal policy—funding freezes, staffing cuts, and growing uncertainty—Lesli breaks down what these changes mean for working lands and the people who steward them. We’ll talk about the challenges landowners are facin…

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Bonus | Grizzly Bears and the Endangered Species Act: What’s Changing? 28:40

4M ago28:40

28:40

UPDATE: The U.S. Fish and Wildlife Service has extended the public comment period on proposed changes to the grizzly bear’s Endangered Species Act listing. The new deadline is May 16. Today we’re sharing an episode from Working Wild University, our award-winning documentary podcast about the people and wildlife of the American West. Western Landown…

1
The Rise and Fall of Active Fund Giants: Lessons for Investors 47:34

7M ago47:34

47:34

In Episode 34 of Stocks Neat, Chief Investment Officer, Steve Johnson, and Portfolio Manager, Gareth Brown, take a deep dive into the challenges facing active fund management giants Magellan and Platinum, and the lessons for investors seeking long-term outperformance. They unpack what’s gone wrong, the rise of ETFs, and why small-cap opportunities …

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Life after dead pool with Zak Podmore 1:03:46

7M ago1:03:46

1:03:46

Today we dive into an illuminating conversation between Morgan Wagoner, Western Landowners Alliance's Western Water Program Director, and Zak Podmore, author of Life After Deadpool: Lake Powell's Last Days and the Rebirth of the Colorado River. Together, they explore topics like the Colorado River’s massive silt deposits, mud volcanoes and ever-res…

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Funding agriculture businesses on a mission with Dan Miller of Steward 49:43

8M ago49:43

49:43

Today we sit down with Dan Miller, the founder and CEO of Steward, a regenerative agriculture finance firm. Dan founded Steward to combine his background in finance, real estate, and technology with his passion for agriculture, which stems from his maternal family who have been farming on the eastern shore of Maryland since the 1880s. Find the show…

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Fifteen Years of Forager and that Fifty Basis Point US Rate Cut 33:56

10M ago33:56

33:56

As we approach Forager's 15th birthday, in Episode 33 of Stocks Neat, CIO Steve Johnson and Portfolio Manager Gareth Brown dive into the 50bps rate cut in the US and its impact on small-cap stocks. They unpack the latest market moves, spotlight companies like #Motorpoint and #Ferguson poised to benefit from lower rates, and share their strategies a…

1
Sheepish Solutions to Water Conservation with Linda Poole 48:58

10M ago48:58

48:58

Today we sit down with Linda Poole, a rancher and working lands director at Western Landowners Alliance. Linda and her border collies and livestock guardian dogs care for colored finewool sheep, laying hens and sometimes cattle on a prairie homestead south of Malta, Montana. In 2023 Linda was awarded a Field Work Project grant from the LOR Foundati…

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Conserving Soundscapes with Sensory Ecologist Jesse Barber 38:04

11M ago38:04

38:04

How does human-related sound impact wildlife around us? From trails to roads to cities, this question propels Dr. Jesse Barber, a leader in the emerging field of sensory ecology. Jesse Barber is a professor of biological sciences at Boise State University. He was recently appointed as the chief conservation curator and chief conservation scientist …

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Watershed-Scale Stewardship with Chrissy McFarren of Badger Creek Ranch 39:43

11M ago39:43

39:43

In this episode of the On Land Podcast, we sit down with Chrissy McFarren, the owner of Badger Creek Ranch in Cañon City, Colorado. Chrissy shares her journey from a first-generation rancher, originally from California, to becoming a dedicated land steward in the American West. We explore the challenges and triumphs of managing a 6,500-acre ranch, …

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Western Landowners Policy Talk | #1 | Jason Fearneyhough and Lesli Allison 54:21

12M ago54:21

54:21

The first Western Landowners Policy Talk, a special monthly edition of the On Land Podcast, hosted by Louis Wertz of the Western Landowners Alliance, featured Jason Fearneyhough, chief policy officer with WLA, and WLA CEO Lesli Allison. Jason joined WLA as chief policy officer in February 2024, after stints as the deputy commissioner of agriculture…

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Riding the Small-Cap Wave: Opportunities Amidst Market Volatility 27:56

12M ago27:56

27:56

As we close out the 2024 financial year, in Episode 32 of Stocks Neat, CIO Steve Johnson, and Portfolio Manager Alex Shevelev, do a deep dive into the state of small-cap stocks and the latest market movements. They discuss recent market volatility, spotlight resilient companies with strong recurring revenue, and share their stock-picking strategies…

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Breakfast Burritos and Boom Time Stocks 30:57

1y ago30:57

30:57

In episode 31 of Stocks Neat, Portfolio Manager Gareth Brown and CIO Steve Johnson discuss Nvidia’s unprecedented rise, the recent Guzman y Gomez IPO, current investor sentiment and macroeconomic concerns. They examine the future competitive landscape of the AI chip space and Guzman’s plans for global expansion. Moving onto the whiskey tasting, the…

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Let Your Winners Run: AI, Commodities, and Emerging Markets 25:21

1y ago25:21

25:21

In episode 30 of Stocks Neat, Portfolio Manager Harvey Migotti and CIO Steve Johnson discuss recent portfolio performance including which surprise sectors have started contributing in 2024. They cover a wide range of topics including AI related companies, China worries, and overlooked opportunities in sectors such as European financials. The conver…

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Timeless Tactics: Preparing Your Portfolio for Market Downturns 34:06

1y ago34:06

34:06

In episode 29 of Stocks Neat Co-Portfolio Manager Gareth Brown and CIO Steve Johnson discuss several investing maxims, and how these might apply to portfolio positioning in prior and current markets. Topics covered include cleaning portfolios to include only high conviction ideas, selling when you can, maintaining cash in the portfolio, how to depl…

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Price gouging in Australia: Is it happening, what can be done about it, and do investors need to worry? 28:29

1+ y ago28:29

28:29

In episode 28 of Stocks Neat Co-Portfolio Manager Gareth Brown and CIO Steve Johnson discuss the prospect of price gouging in major Australian industries, the role future Competition Policy has to play, and the potential implications for investors. The topic of competition problems in Australia has garnered increased publicity in recent times, driv…

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Fear and FOMO: How to go against the crowd by understanding investing psychology 31:30

1+ y ago31:30

31:30

In episode 27 of Stocks Neat Co-Portfolio Manager Gareth Brown and CIO Steve Johnson discuss the recent performance of small caps and the psychology of investing. Understanding the psychology of ourselves and others can go a long way to helping us navigate through life. Markets and investing is no different. Understanding this can enable us to avoi…

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Wild 2023 market swings: Uranium prices surge to nuclear highs and small caps start to recover 27:09

1+ y ago27:09

27:09

In episode 26 of Stocks Neat Co-Portfolio Manager Harvey Migotti, Analyst Nicholas Plessas and CIO Steve Johnson sit down to discuss the year just passed in markets, most notably a strong rally in uranium and the small cap recovery at the end of 2023. The uranium story grew throughout 2023 with the spot price increasing through the year. This was d…

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From the Australian Institute of Sport to the NBA: How this Aussie small cap is making a name for itself around the globe 24:35

1+ y ago24:35

24:35

For our holiday edition of Stocks Neat, Alex Shevelev, Portfolio Manager of the Forager Australian Shares Fund, is filling in for Steve and Gareth and he’s joined by a special guest, Will Lopes. Will is the CEO and Managing Director of Catapult (ASX: CAT) which has been an investment of the Australian Shares Fund for a number of years. With origins…

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What our trip to the US and Japan is telling us about the economy: Insights from the road 27:17

1+ y ago27:17

27:17

In the latest episode of Stocks Neat, Steve Johnson and Harvey Migotti discuss what they learned on their recent trip to the US and Japan. Their trip started in Chicago at an industrials conference, which gave the pair a temperature check on what is happening in the US economy. Then, Steve and Harvey visited Tokyo to meet with a few companies under…

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Why higher rates are good for the world (and which stocks can do well) 33:13

1+ y ago33:13

33:13

In episode 23 of Stocks Neat, Co-Portfolio Manager Gareth Brown and CIO Steve Johnson sit down to discuss the opportunities available for investors in the current interest rate environment, following our CIO Letter, "Reasons to welcome the death of TINA”. In October, yields on US Government 10-year bonds hit 4.98%, a level not seen since the mid-20…

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Sarah Wentzel-Fischer, Quivira Coalition director, on Regenerate 2023 36:49

1+ y ago36:49

36:49

Sarah Wentzel-Fischer is a farmer, a writer, a connector, an advocate. Officially, she wears several hats. She is the Executive Director of the Quivira Coalition, an organization focused on building soil, biodiversity, and resilience on western working landscapes. Sarah raises pigs and makes compost with her partner on Polk's Folly Farm in northern…

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Martha Williams, USFWS director, reflects on the ESA at 50 21:21

2y ago21:21

21:21

Martha Williams is the director of the United State Fish and Wildlife Service, the agency responsible for implementing the Endangered Species Act (along with NOAA’s fisheries division). She grew up on a farm in Maryland and studied law at the University of Montana. From 1988 to 2011, she served as legal counsel for the Montana Department of Fish, W…

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Running with the Uranium Bulls 25:12

2y ago25:12

25:12

In episode 22 of Stocks Neat, Co-Portfolio Manager Harvey Migotti and CIO Steve Johnson sit down to discuss the growing interest in uranium, with the spot uranium price up almost 10% since the start of August and 27% so far in 2023. It has been a tough period for uranium investors over the last few years, with no new mine supply and rock bottom pri…

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Magic Pills - How New Weight Loss Drugs are Changing Society and the Stock Market 30:56

2y ago30:56

30:56

In the latest episode of Stocks Neat, Steve and Gareth discuss the recent news surrounding the GLP-1 inhibitor drugs taking the world - and stock markets - by storm. Originally used to treat Type-2 diabetes, clinical trials have shown GLP-1 drugs may be highly effective in causing weight loss. While the most common form of the drug requires regular…

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Bonus: The Modern West from Wyoming Public Media 28:18

2y ago28:18

28:18

In this bonus episode, we're sharing an episode from our friends at The Modern West from Wyoming Public Media. The Modern West, hosted by Melodie Edwards, is a podcast documenting the evolving identity of the American West. The Rolling Stone: The Great Individualist Part 1. The cowboy roaming horseback across the American West is nearly inextricabl…

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Why the goldilocks economy is great for small caps and the problem with Australian housing policy 29:03

2y ago29:03

29:03

In episode 20 of Stocks Neat, Co-Portfolio Manager Gareth Brown and CIO Steve Johnson sit down to explore the global economic outlook, its goldilocks nature, and its implications for investing. Switching from their usual whiskey, Steve and Gareth opt for a coffee as the conversation kicks off with a reflection on the past year's positive investment…

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Reckoning Looms for Unlisted Assets 29:02

2y ago29:02

29:02

In the latest episode of Stocks Neat, Co-Portfolio Manager Gareth Brown joins CIO Steve Johnson to shed light on the commercial property industry and the broader issue of unlisted assets, particularly focusing on Australia's super funds and their refusal to recognise the real value of some of their unlisted assets. The second topic they explore is …

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Drought and resilience in the Sonoran Desert with Sarah King 31:04

2y ago31:04

31:04

Sarah King and her husband manage the King’s Anvil Ranch in the Altar Valley, near Tucson, Arizona. Sarah is also the executive director of the Altar Valley Conservation Alliance. AVCA is a watershed based collaborative conservation organization founded in 1995. They use a strongly collaborative, science-based, community driven approach to conserve…

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The big deal on the Colorado River with reporter Luke Runyon 23:38

2y ago23:38

23:38

This week on the On Land Podcast I welcome veteran water reporter Luke Runyon. Luke covers the Colorado River Basin for public radio station KUNC. His podcast, Thirst Gap, digs into stories that show how water issues can both unite and divide communities throughout the Western U.S. Before covering water at KUNC, Luke covered the agriculture and foo…

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Buffett lessons you won’t hear at Berkshire 25:58

2y ago25:58

25:58

After some time on the sidelines, Co-Portfolio Manager Gareth Brown is back in the hot seat, joining CIO Steve Johnson for the latest episode of Stocks Neat as they delve into lessons from the recent Berkshire Hathaway meeting. They reflect on the meeting’s evolution over decades, how size has impacted investment decisions and the increasing conser…

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Outperforming the Market: Why the US is Still an Attractive Investment Destination 35:30

2y ago35:30

35:30

Co-Portfolio Manager Harvey Migotti joins CIO Steve Johnson as they delve into the world of American investing in the latest episode of Stocks Neat. Harvey shares his insights on the critical lessons learnt from investing in the US market over his career, including the high liquidity and capital allocation priorities and how competitive the investo…

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Helping our water do more with Aaron Derwingson of the Nature Conservancy 31:11

2y ago31:11

31:11

Today on the show, Western Landowners Alliance's Programs Director Hallie Mahowald had the pleasure of talking to a good friend, Aaron Derwingson. Derwingson is the water projects director for the Nature Conservancy's Colorado River program. He and Hallie both live in Salida, Colorado. Derwingson has piloted water banking and other tools for flexib…

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Building resilience to drought in the West with Dr. Caroline Nash 44:44

2+ y ago44:44

44:44

On today's episode, Western Landowners Alliance Programs Director Hallie Mahowald was joined by Dr. Caroline Nash, a hydrologist and geomorphologist with the consulting group CK Blueshift LLC. Dr. Nash got her PhD at Oregon State University and has done field work throughout the American West. She has extensive experience in rangeland conservation …

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Moral hazard in the tech industry: the case of Silicon Valley Bank 33:26

2+ y ago33:26

33:26

In episode 16 of Stocks Neat, Co-Portfolio Manager Gareth Brown joins CIO Steve Johnson, all the way from London, to delve into the Silicon Valley Bank bankruptcy and the broader issues of regulation, moral hazard, and the importance of creative destruction for economic growth. Steve and Gareth explore the issues of solvency and liquidity in the ba…

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Water in California with Wade Crowfoot, California Secretary of Natural Resources 26:29

2+ y ago26:29

26:29

Wade Crowfoot was appointed California Secretary for Natural Resources in 2019. As Secretary, Crowfoot oversees an agency of 19,000 employees charged with protecting and managing California’s diverse resources, including its fish and wildlife and rivers and waterways. Before becoming Secretary, Crowfoot served as CEO of the Water Foundation, a nonp…

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Portfolio Management Strategies: Navigating the January Rally and Avoiding Investor Traps 41:49

2+ y ago41:49

41:49

In this episode of Stocks Neat, Co-Portfolio Manager Harvey Migotti joins CIO Steve Johnson to discuss the recent January rally and what it could mean for future returns. They also share insights on how investors can protect themselves from being too conservative and missing out on potential gains. Special guest Liam Shorte, @SMSFCoach on Twitter, …

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Landowners’ Eye on the Capital with Zach Bodhane 26:36

2+ y ago26:36

26:36

Today we're bringing you a new feature of the On Land podcast: Landowners' Eye on the Capital. In these conversations, we'll be talking with Zach Bodhane, policy director at Western Landowners Alliance. From his vantage in Washington D.C., Zach will share the latest on the most important issues bills and regulations that WLA is working on for lando…

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Disney’s Corporate Blunders and Why BP Could Be Next 33:59

2+ y ago33:59

33:59

In the latest episode of Stocks Neat, Steve Johnson is joined by Senior Analyst Chloe Stokes as they delve into the topic of market short-termism. They discuss notable examples of corporate blunders, including the struggles of Walt Disney and the potential threat of ChatGPT (an AI-driven natural language processing tool that has grown in popularity…

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The contrarian case for small-caps in 2023 33:34

2+ y ago33:34

33:34

In the latest episode of Stocks Neat, which is our final episode of 2022, Steve and Gareth are discussing small-cap stocks and why they might be an interesting place to be investing in 2023. Small-caps have been hit harder than the rest of the market, so many are already looking very cheap as we head into an expected recession. There is no new whis…

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Mergers and acquisitions - the good, the bad and the ugly 38:42

2+ y ago38:42

38:42

In the latest episode of Stocks Neat, Steve and Gareth talk all things M&A. They discuss the best and worst deals they have seen, as well as what to look out for when assessing whether a merger or acquisition will have long-term success. As a first for Stocks Neat, we have a guest interview. Grant Webster, CEO of Tourism Holdings New Zealand, is in…

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Meta's woes, Twitter's close, and the end of an investing epoch 37:31

2+ y ago37:31

37:31

In this episode of Stocks Neat, Steve and Gareth talk about how the tech bust has finally hit the likes of Alphabet, Microsoft and Meta, with some very low growth rates coming from these tech giants that have outperformed for decades. They also chat about the impending Musk takeover of Twitter, including the open letter of demands written by Twitte…

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Place-based collaboratives and conflict reduction with Matt Collins 17:58

2+ y ago17:58

17:58

In this bonus episode, we take you live to the International Wolf Symposium, on October 11th, for a talk by Matthew Collins, Western Landowners Alliance’s Working Wild Challenge program associate. Before Matt joined WLA, he conducted research into how local groups, called place-based collaboratives, helped improve adoption of practices that reduce …