Wealth of Experience

Every fortnight, the podcast discusses key investment issues to help build your wealth. Morningstar's James Gruber hosts regular guests Graham Hand and Peter Warnes, as well as investment industry leaders and fund managers.

Graham Hand has over 40 years of experience in financial markets, including Group Treasurer and Managing Director Treasury roles at major banks. Graham is the Co-Founder (with Chris Cuffe) and Managing Editor of Firstlinks (previously Cuffelinks), a leading financial newsletter with 100,000 readers. Firstlinks was acquired by Morningstar in 2019 and Graham is now Editorial Director.

Peter Warnes is the Head of Equity Research at Morningstar and Editor of Your Money Weekly. He originally joined Aspect Huntley as Head of Research in 1992 which was acquired by Morningstar in 2006, giving him 30 years in the Morningstar stable. He is widely quoted in the media for his stock calls and deep market analysis.

Podcast host, James Gruber, is an assistant editor at Firstlinks and Morningstar. He has more than 10 years experience in finance. He was Portfolio Manager of Asian Equities at AMP for two years, and prior to that a leading sell-side analyst at CLSA across Asia for five years. He started off in TV and radio news journalism at the ABC and was the Executive Producer of the 7pm ABC TV news bulletin in Canberra.

 

Recent Episodes
  • 2024 ASX opportunities, investing alongside wealthy families, smart beta | 10 Jan 2024
    Jan 10, 2024 – 59:43
  • US recession risks, a simple wealth-creating strategy, Warnes' 2024 outlook | 13 Dec 2023
    Dec 12, 2023 – 01:19:55
  • Commercial property fallen angels, PE update, Bullock's hawkish ways | 29 Nov 2023
    Nov 29, 2023 – 55:32
  • Airlie's Matt Williams, digital gold, and Warnes on investor complacency | 15 Nov 2023
    Nov 15, 2023 – 01:05:17
  • UniSuper's John Pearce, today's GFC echoes, LICs update | 1 Nov 2023
    Nov 1, 2023 – 49:39
  • Trading vs boredom, tax-free super, 2024 global recession? | 18 Oct 2023
    Oct 18, 2023 – 35:04
  • Noel Whittaker on retirement, more LICs should close, bond carnage implications | 4 Oct 2023
    Oct 4, 2023 – 55:00
  • Boost dividend income, free investing, managing stars | 20 Sep 2023
    Sep 20, 2023 – 01:01:40
  • Money manager lessons, Labor's next tax targets, reporting season wrap | 6 Sep 2023
    Sep 6, 2023 – 59:20
  • Value amid China rubble, longevity and returns, CBA result read-through | 23 Aug 2023
    Aug 23, 2023 – 01:04:03
  • Super funds' BIG problem & retiree fears of running out of money | 9 Aug 2023
    Aug 9, 2023 – 53:34
  • Commercial property opportunities, interest rate outlook, home ownership vs super | 26 Jul 2023
    Jul 26, 2023 – 58:45
  • ETFs vs managed funds, market outlook, Peter Thornhill on building income for life | 12 Jul 2023
    Jul 12, 2023 – 01:03:39
  • Building an all-weather portfolio, CGT, RBA Governorship, 4 long-term market themes | 28 Jun 2023
    Jun 28, 2023 – 01:03:05
  • $3m super tax, Aussie large cap headwinds, energy transition issues | 14 Jun 2023
    Jun 14, 2023 – 31:22
  • House prices, chat with Jacob Mitchell, pension asset test, chasing infrastructure | 29 Sep 2021
    Sep 29, 2021 – 56:48
  • Travel and property stocks, highs and lows, Fenton interview | 15 Sep 2021
    Sep 15, 2021 – 54:08
  • Profit winners and losers, franking credits, Baylis interview | 1 Sep 2021
    Sep 1, 2021 – 47:48
  • Buybacks, profit results and survey results | 18 Aug 2021
    Aug 18, 2021 – 54:25
  • The more things change… rinse and repeat | 4 Aug 2021
    Aug 4, 2021 – 52:38
  • Top stock picks and not running out of money | 21 Jul 2021
    Jul 21, 2021 – 49:54
  • FY record returns and retirement income | 7 Jul 2021
    Jul 7, 2021 – 38:35
  • Not if but when: what happens when rates rise? | 23 Jun 2021
    Jun 23, 2021 – 29:23
Recent Reviews
Disclaimer: The podcast and artwork on this page are property of the podcast owner, and not endorsed by UP.audio.