Best Magellan Asset Management Podcasts (2025)

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What is the Stock Market? Elio D'Amato Classic Episode! 44:32

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6d ago44:32

44:32

In this episode I'm joined by Elio D'Amato from to unravel the mysteries of investing and ask the fundamental questions: What is a stock market? Why does it exist? And how can you, as an investor, navigate its complexities? I've had a busy couple of weeks and was running out of feed for the hungry podcast beast. This is a repeat episode from Octobe…

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All-Weather Portfolio - Rudi Filapek-Vandyck | FNArena 44:38

13d ago44:38

44:38

In this episode I'm joined by Rudi Filapek-Vandyck, the editor of FN Arena Investing Newsletter, to talk deep market insights, his All-Weather Model Portfolio and the strategies that have shaped his approach to investing in quality growth stocks. Rudi shared his journey, lessons learned, and why he’s challenging the traditional value investing narr…

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Steven Boland - Acrow Limited (ASX:ACF) 32:53

17d ago32:53

32:53

🚧💡 Get an inside look at Acrow Limited's innovative approach to Formwork, Scaffolding and Industrial Access. CEO Steven Boland discusses their growth, engineering expertise, and exciting projects on the horizon. Watch on YouTube The guest or company has contributed to the cost of production of this episode. Level up your investing with Sharesight, …

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Attack the Ball Not Your Wealth - Slava Platkov | Dimensional Fund Advisors 39:01

19d ago39:01

39:01

I recently had the pleasure of chatting with Slava Platkov, Senior Portfolio Manager and Vice President at Dimensional Fund Advisors’ Sydney office to talk about his journey from Ukraine to Australia, his semi-professional football days, and to explain factor-based investing. Blog post available at: https://www.sharesforbeginners.com/blog/slava-pla…

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Intuit’s evolution from DIY software to an AI-driven expert platform 36:50

21d ago36:50

36:50

Intuit’s transformation from a DIY financial software company to an AI-driven expert platform forms the backbone of this compelling conversation between the company’s Chief Technical Officer, Alex Balazs, and Magellan Portfolio Manager and Sector Head, Ryan Joyce. Together, they explore how Intuit uses generative AI to deliver done-for-you solution…

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Hedge Fund Strategies for Beginners - Bob Elliott | Unlimited Funds 40:04

27d ago40:04

40:04

In this episode I'm joined by Bob Elliott the co-founder and CEO of Unlimited Funds, for an eye-opening exploration of hedge funds and their role in modern investing. With years of experience as a macro investor at Ray Dalio's Bridgewater Associates, Bob brings a wealth of knowledge, breaking down complex concepts into actionable insights for inves…

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From Glassy to Guru | Geoff Wilson - Wilson Asset Management 1:01:04

1M ago1:01:04

1:01:04

In this episode I sit down with Geoff Wilson, the founder, chairman, and Chief Investment Officer of Wilson Asset Management. He has over 45 years of experience in investment markets, managing over $5.8 billion for more than 130,000 retail investors through nine listed investment companies (LICs) and two unlisted funds. We chatted about his journey…

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The NZX - Small But Perfectly Formed | Oliver Mander from NZSA 42:51

1M ago42:51

42:51

I recently had the pleasure of sitting down with Oliver Mander, the Chief Executive Officer of the New Zealand Shareholders Association (NZSA). As someone who’s passionate about investing and governance, Oliver offered a fascinating deep dive into the world of investing in New Zealand, a market that’s small but mighty. Blog post available at: https…

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Four Inches Into The Future - Andrew Page | Strawman 49:30

2M ago49:30

49:30

In this episode I welcome back Andrew Page, the founder of Strawman.com, an online investment club for investors to exchange ideas and debate on buying companies on the ASX. Andrew attempts to uncover hidden gems in the Australian small and mid-cap sharemarket, blending meticulous research with a community-driven approach. His latest blog post, Fou…

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The big issues for investors coming out of Washington 35:55

2M ago35:55

35:55

The first 100 days of the second Trump administration have certainly been interesting for investors. And as the initial global tariff shock appears to be winding back, it’s a good time to draw on the thoughts and the insights of a Washington insider. National Security Expert Michael Allen, who was a Special Assistant to former President George W. B…

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Embrace The Uncertainty - Jeff Sarti | Morton Wealth 45:47

2M ago45:47

45:47

My guest this week is Jeff Sarti, CEO of Morton Wealth. Jeff is a CFA charterholder managing over $3 billion in assets, and the author of the Healthy Skeptic newsletter where he challenges conventional investing wisdom. We talked about true diversification, the risks of outdated strategies, and why alternative assets are stealing the spotlight. Blo…

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Mastering Intrinsic Value - Tony Kynaston | QAV Investing 38:34

2M ago38:34

38:34

My guest in this episode is the always welcome Tony Kynaston from QAV. Today, we dove into intrinsic value and company valuations. Tony explained valuation as a heat map. No single number pins down a company’s worth. He uses multiple methods to gauge value. Companies get valued by assets or earnings. Think of your house—it’s valued by comparing rec…

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Always a bull market somewhere in Global Small Caps - Tobias Bucks | Ausbil 46:04

2M ago46:04

46:04

This is a fun conversation with Tobias Bucks, Portfolio Manager of Global Small Caps at Ausbil, that turned out to be one of the most fascinating conversations I’ve ever had. Tobias has a unique background in social anthropology, bringing a perspective to investing that was as refreshing as it was profound. What started as a discussion about global…

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It's Not The Robots Taking Over - Petra Bakosova from Hull Tactical 41:47

3M ago41:47

41:47

I sat down with Petra Bakosova, portfolio manager at Hull Tactical to explore algorithmic trading and math-driven investing. Petra’s insights were sharp and accessible. Petra’s a math whiz. She studied applied mathematics in Bratislava, Slovakia and financial mathematics at the University of Chicago. Finance, not teaching, became her passion. She j…

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Three investment sectors offering growth, innovation and opportunity 30:02

3M ago30:02

30:02

In this episode, Magellan’s investment team looks at three interconnected investment sectors that continue to offer growth opportunities and compounding, dependable returns. The team explains how to still pick consumer-sector winners even in times of uncertainty. They explore why semiconductors are driving future innovation, being essential compone…

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Balancing Profit and Purpose | Darren Thompson - Equity Trustees 36:25

3M ago36:25

36:25

I recently had the pleasure of sitting down with Darren Thompson, Chief Investment Officer at Equity Trustees. We explored how a nearly 140-year-old firm like Equity Trustees stays nimble, the art of balancing profit with purpose, and practical advice for everyday Australians looking to grow their wealth. Blog post available at: https://www.sharesf…

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Invest. Add. Wait - Scott Phillips from the Motley Fool 42:14

3M ago42:14

42:14

This episode features Scott Phillips from The Motley Fool. Scott’s an investment guru, a Roosters tragic, and a master at cutting through the noise, whether it’s markets or political clown shows. We kicked off with three simple words: Invest, add, wait. Honestly, I could’ve ended the episode right there—it’s that powerful. It’s the essence of long-…

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Investing for Impact with Jennifer Westacott 45:29

3M ago45:29

45:29

Tune in to hear Jennifer Westacott, Chair of Future Generation Global (ASX: FGG), share insights on the key challenges she has encountered throughout her remarkable career. Jennifer discusses the role of social justice as a driving force in her life, what encouraged her to become Chair of Future Generation Global, and the importance of creating veh…

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Escape The Middle | Start Building Wealth Today - Todd Polke 43:38

3M ago43:38

43:38

I recently had the pleasure of sitting down with Todd Polke, an investment strategist with over 20 years of experience. His new book, Escape the Middle, is all about breaking free from financial mediocrity. Todd is all about designing a life you don’t need to retire from—one with meaning, choice, and purpose. For him, that includes conservation eff…

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From noise to signals: Vinva’s unique approach to systematic investing 29:39

3M ago29:39

29:39

Morry Waked, the founder of Vinva Investment Management, sits down in conversation with Mark Burgess, Magellan's Head of Distribution, to explore the world of systematic investing. Morry explains how Vinva’s investment process stands apart from traditional quantitative investing and breaks down how Vinva uses data-driven insights, disciplined proce…

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The Founder Effect | Judgment, Alignment, Influence - Lawrence Lam Author 37:17

3M ago37:17

37:17

I had the pleasure of sitting down with Lawrence Lam, author of The Founder Effect, for an engaging chat about founder-led companies and what makes them stand out as investment opportunities. Blog post available at: https://www.sharesforbeginners.com/blog/the-founder-effect Portfolio tracker Sharesight tracks your trades, shows your true performanc…

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Key Principles and Timeless Wisdom - The Unpredictability of the Margin of Safety 42:49

4M ago42:49

42:49

Listen to the full episodes at the links below: Andrew Page - Strawman https://www.sharesforbeginners.com/blog/page052023 Elio D’Amato https://www.sharesforbeginners.com/blog/stockopediaelio Michael Kemp https://www.sharesforbeginners.com/blog/ulysses Stanley H. Teitelbaum – A foolish faith in authority: https://www.sharesforbeginners.com/blog/teit…

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Xcel Energy – a bright spark to power growth 34:55

4M ago34:55

34:55

Infrastructure investments can provide good long-term, compounding returns, but the utilities sector — particularly electricity — is promising potentially dramatic new growth. Artificial intelligence and its need for huge, energy-intensive data centres are driving this demand. But are the promises real? Brian Van Abel, who is the CFO of one of Amer…

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The Temptation of Income | Vince Scully - Life Sherpa 45:23

4M ago45:23

45:23

In this episode I sit down with Vince Scully, founder of Life Sherpa, to unpack the booming world of private credit funds listing on the ASX. With nearly a billion dollars raised in 2025 alone (or about $700 million by Vince’s count), these funds are catching the eye of retail investors chasing higher yields. But with opportunity comes with risk—an…

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Take Stock with John Coombe 17:20

4M ago17:20

17:20

John Coombe, Executive Director at JANA Investment Advisers and Investment Committee member of both Future Generation companies, discusses the recent changes to the Future Generation Global portfolio. John shares insights on Future Generation’s fund-of-funds strategy, the fund manager selection process and how the Investment Committee handles globa…

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Derivatives Made Simple | Haydn Froggatt from iInvest 30:38

4M ago30:38

30:38

What’s a derivative, and how can they help your investment strategy? In the latest episode, I sit down with Haydn Froggatt, Director and Head of Desk at iInvest Trading and Advisory, to unravel the mysteries of options and reflect on the evolution of markets. With 35 years in the game, Haydn brings a wealth of wisdom—from the chaotic days of open o…

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Diving for Dividends | Michael Price for Ausbil 34:21

4M ago34:21

34:21

Is your portfolio built for growth, income, or a bit of both? How do you decide what’s right for your financial goals? In this episode I sit down with Michael Price, Portfolio Manager of the Ausbil Active Dividend Income Fund, to unpack these questions and dive into the world of dividend-focused investing. With over 35 years of experience in quanti…

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Liquidity Lubrication | Roger Montgomery 38:07

5M ago38:07

38:07

G’day, listeners! In the latest Shares for Beginners, I chat with Roger Montgomery, a funds management pro with over 30 years in the game. He’s got a sharp take on where the stock market’s at and what’s coming as we nudge into 2025. With inflation bouncing around and markets shifting, plenty of us are wondering what’s next. Roger doesn't get hung u…

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2025: Where to Find Market Opportunities 29:13

5M ago29:13

29:13

Opportunities abound for investors with an active management mindset in 2025. In this discussion on the outlook for markets and key themes for this year, ‘Magellan – In The Know’ draws on the knowledge of Head of Global Equities Arvid Streimann, Infrastructure Portfolio Manager Ben McVicar and Investment Director Elisa Di Marco. Together they break…

Magellan Asset Management Podcasts

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MAGELLAN - In The Know

Magellan Asset Management

1
2fold: Investing for impact

Future Generation

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Shares for Beginners

Philip Muscatello - Australian Investor Education

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What is the Stock Market? Elio D'Amato Classic Episode! 44:32

1
All-Weather Portfolio - Rudi Filapek-Vandyck | FNArena 44:38

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Steven Boland - Acrow Limited (ASX:ACF) 32:53

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Attack the Ball Not Your Wealth - Slava Platkov | Dimensional Fund Advisors 39:01

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Intuit’s evolution from DIY software to an AI-driven expert platform 36:50

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Hedge Fund Strategies for Beginners - Bob Elliott | Unlimited Funds 40:04

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From Glassy to Guru | Geoff Wilson - Wilson Asset Management 1:01:04

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The NZX - Small But Perfectly Formed | Oliver Mander from NZSA 42:51

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Four Inches Into The Future - Andrew Page | Strawman 49:30

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The big issues for investors coming out of Washington 35:55

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Embrace The Uncertainty - Jeff Sarti | Morton Wealth 45:47

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Mastering Intrinsic Value - Tony Kynaston | QAV Investing 38:34

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Always a bull market somewhere in Global Small Caps - Tobias Bucks | Ausbil 46:04

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It's Not The Robots Taking Over - Petra Bakosova from Hull Tactical 41:47

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Three investment sectors offering growth, innovation and opportunity 30:02

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Balancing Profit and Purpose | Darren Thompson - Equity Trustees 36:25

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Invest. Add. Wait - Scott Phillips from the Motley Fool 42:14

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Investing for Impact with Jennifer Westacott 45:29

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Escape The Middle | Start Building Wealth Today - Todd Polke 43:38

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From noise to signals: Vinva’s unique approach to systematic investing 29:39

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The Founder Effect | Judgment, Alignment, Influence - Lawrence Lam Author 37:17

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Key Principles and Timeless Wisdom - The Unpredictability of the Margin of Safety 42:49

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Xcel Energy – a bright spark to power growth 34:55

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The Temptation of Income | Vince Scully - Life Sherpa 45:23

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Take Stock with John Coombe 17:20

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Derivatives Made Simple | Haydn Froggatt from iInvest 30:38

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Diving for Dividends | Michael Price for Ausbil 34:21

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Liquidity Lubrication | Roger Montgomery 38:07

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2025: Where to Find Market Opportunities 29:13