Episode 13: Roger Montgomery | Montgomery Investment Management

Roger Montgomery is the Founder and CIO of Montgomery Investment Management and Author of value investing book, Value.able.

Roger’s nous in value investing and online trading sees himself and his team regularly in the media and press, including The Australian, The Herald Sun and Money magazine.

Some of the topics we covered in this episode include:

1. First signs of COVID impact
2. Opportunities in the current market
3. Retail trading
4. Bank’s current issues
5. Recovery and JobKeeper & more

Episode 12: Alex Saunders | Nuggets News

Alex Saunders who is affectionately known as “Nugget”, is one of Australia’s foremost market commentators and educators in the digital asset space.

The second time on the show, Alex’s commentary is more important than ever during these unusual times.

Some of the topics we covered in this episode include:

1. The near future outlook
2. Opportunity in chaos
3. Money allocation: Wall Street vs Mainstreet
4. Australia’s supply chain & manufacturing & more

Episode 11: Callam Pickering | APAC Economist at Indeed

Callam Pickering is an APAC economist at Indeed, providing labour market insight within Australia.

Callam has extensive knowledge into the Australian economy, having worked at organisations such as the RBA and Business Spectator.

Some of the topics we covered include:

1. COVID-19 affected data
2. Defining and measuring unemployment
3. Opportunities at a volatile time
4. Principles around reviewing and reporting data
5. Australian economy, best ways forward & more

Episode 10: Martin North | Principal of Digital Finance Analytics

Martin North (LinkedIn) is the Principal of Digital Finance Analytics, a boutique research, analysis and consulting firm, who runs regular commentaries on his Walk the World YouTube channel.

As a previous guest to Margin Call (Season 2, Episode 6), we thought it was important to gain his insight and opinion into the economy, particularly during a pandemic.

Some of the topics we covered include:

1. Opportunities in the market
2. Capitalism and future forecasting
3. Key calendar events coming up
4. Good indicators of the economy
5. The global economy & more

Episode 9: Tim Dickinson | General Manager of Platforms at Assembly Payments

Tim Dickinson (LinkedIn) is the General Manager of Platform at Assembly Payments.

Assembly is one of Australia’s fastest-growing fin-tech companies that offers a payment platform for marketplaces, platforms and banks, partnering with the likes of Zip Pay, Hipages, and Coin Spot.

Some of the topics we covered include:

1. Moving to Singapore
2. Assembly’s growth
3. Personality and business
4. Working remotely
5. Coping with a pandemic

Episode 8: Evan Lucas | Chief Market Strategist at InvestSMART

Evan Lucas (LinkedIn) Chief Market Strategist at InvestSMART, Market Commentator, and Founder of The Lucas Review.

Having gained experience at a number of top-tier global institutions, Evan is naturally a specialist at markets analysis.

Some of the topics we covered include:

1. Victoria’s current COVID state
2. Recovery and historic examples
3. Childhood and career aspirations
4. How he got started in his career
5. Guiding principles

Episode 7: Brendan Malone | COO of Raiz

Brendan Malone (LinkedIn) is the COO of Raiz – a micro-investing and savings app with over $300M of FUM and 600k users. Brendan has also held roles at organisations such as Royal Bank of Scotland and ABN AMRO.

Some of the topics we covered include:

1. Adapting to COVID-19
2. Startups vs establishments
3. Raiz Invest portfolios and brokerage
4. Personal habits and guiding principles

Episode 6: Simon Pressley | Managing Director of Propertyology

Simon Pressley (LinkedIn) is the Managing Director of Propertyology, Australian (REIA) Real Estate Hall of Famer and graduate of the Australian Institute of Company Directors.

Simon regularly shares property investing insights with the media, regularly visiting Your Money, Domain, Realestate.com.au, and Sky News Real Estate.

Some of the topics we covered include:

1. How Simon got into property
2. Career highlights and lowlights
3. His guiding principles
4. Coronavirus impact and future
5. Advice for young property investors.

Episode 5: Julia Lee | Founder and Chief Investment Officer of Burman Invest

Julia Lee (Twitter) is the Founder and Chief Investment Officer of Burman Invest.

With 20 years of experience in financial markets, Julia is one of Australia’s best-known financial experts in providing financial commentary to Sky News, Bloomberg and CNBC, just to name a few.

Some of the topics covered in this episode include:

1. COVID-19 and markets response to the health crisis
2. Career takeaways
3. Hard lessons learned
4. Her guiding principles
5. Who she looks up to and book recommendations.

Episode 4: Samuel Junghenn | Founder & CEO of Symbiosis Capital

Samuel Junghenn (LinkedIn) is the Founder & CEO of Symbiosis Capital – a Forex trading company that uses its technology to empower Social Enterprises, Charities and Impact Funds with high yielding investments so they can change even more lives.

Samuel shares some interesting insights and unbelievable stories. Some of the topics we covered include:

1. Systematic trading and Artificial Intelligence
2. Samuel’s entrepreneurial experiences and lessons learned over 22 years
3. How he thinks about risk reduction
4. His businesses and how he got into money markets
5. Leaders he looks up to and book recommendations.

Episode 3: Boris Schlossberg | Managing Director of FX Strategy for BK Asset Management and Co-Founder of BKForex.com

Boris Schlossberg is the Managing Director of FX Strategy for BK Asset Management and Co-Founder of BKForex.com. Boris is also the Author of Millionaire Traders and Beginner Technical Analysis of the Currency Market.

Boris is a leading foreign exchange expert with more than three decades of experience in the financial market. In this episode we covered:

1. His background
2. Trading and investing, value investing
3. COVID-19 & Market corrections
4. Australia finances, income and assets & much more

Episode 2: Dr Harry Stanton | Clinical Psychologist

Dr Harry Stanton is a clinical psychologist and author of over 9 books and 250+ articles.

With a focus on psychology in trading, Harry gives a different perspective on trading commentary that is unique to the industry.

Some of the topics we covered include:

1. Growing up in Tasmania
2. Psychology and how he got started
3. Psychology in trading

Episode 1: Haim Bodek | HFT Leader & SEC Whistleblower

Haim Bodek is a famed HFT leader & SEC Whistleblower who’s worked at organisations such as Hull, Goldman and UBS. Haim has also created his own businesses in Trading Machines, Hyperion Decimus and Decimus Capital to the market in the last decade.

In this episode we covered:

1. His background
2. The Whistleblower case
3. Order types
4. Crypto and regulation
5. High-frequency trading