Welcome to the 52nd episode of the Morrissey Exchange. In today’s edition we have invited back a previous guest, Mr Michael Leithead, the Head of Fixed Income and Portfolio Manager at EFG Asset Management to discuss the world of bonds, lending and debt at all levels of risk; from AAA to CCC. Is the US heading towards an existential crisis due to its staggering debt pile, will DOGE save them and where is the value in bonds both geographically and on the risk curve?

Welcome to the 51st episode of the Morrissey Exchange. In today’s edition we are seeking some guidance for navigating the current madness around the world and we’re lucky to have access to Mr Moz Afzal for the second time. Moz is both EFG Asset Management’s Senior Portfolo Manager (PM) and Global CIO. EFG is a global private banking and asset management group headquartered in Zurich and listed on the Swiss Stock exchange. EFG operates in around 40 locations worldwide with 3000 employees...

Welcome to the 50th episode of the Morrissey Exchange. Imagine unlocking the secrets behind luxury investments. Our guest today, has a record that shows you can combine both an interest in luxury items and make money in the process. Danny is both a former equities analyst and adviser to the crème de la crème of luxury brands. Together, we uncork the world of high-end collectibles, from the mysteries of successful wine investment to the craftsmanship of Swiss watches. Danny reveals...

Welcome to the 49th episode of the Morrissey Exchange. In this first pod of 2024, we have a chat with Mr Hank Holland. Hank is the CEO of ASX listed Amaero International, a company tasked with manufacturing specialty metal powders used for the defence, aerospace and industrial manufacturing industries. Listen in well because although initially complex this is a cracking business with an interesting story and a very simple economic outcome; demand exceeds supply. Tune in for the l...

This is the 48th episode of the Morrissey Exchange. We apologise for the radio silence since July and will endeavour to return with greater consistency in the New Year. In this pod we run through the significant events of 2023, our predictions from 12 months ago and the predictions for 2024. Tune in fortnightly/monthly for the latest economic commentary and ideas, and find more information on our website at www.morrisseygroup.net.

This is our second discussion with Carbonxt CEO, Warren Murphy. CG1 recently announced a new joint venture with Kentucky Coal Processing (KCP) where KCP’s facility and coal will be used to create Granular Activated Carbon (GAC) utilising the CG1 AC technology. Their target market is the highly lucrative treatment of US drinking water and removal of PFAS or per-and polyfluoroalkyl substances; otherwise known as forever chemicals. Recent EPA regulation changes will require the removal of PFAS...

In a global economic environment where inflation has jumped with zeal, dragging interest rates along with it, the opportunity for justifiable exposure to fixed interest investments has emerged for the first time in a number of decades. Australian Super’s CIO Mark Delaney recently commented that they hold an 18% exposure to bonds, up 70% on last year. US Treasuries, Australian Treasuries, corporate bonds, hybrids, fixed (and floating) interest investments are ripe; its their time in the sun. T...

Today we look more deeply into our fourth and final component of the asset allocation series; Equities. The sharemarket has long proven a love affair for Australians. From pensioners, retirees and superannuants to amateur analysts, punters and professional investors. We love shares in this country. Where most countries around the world focus on a fuller asset allocation with equities representing a small component, Australia still has an overwhelmingly large representation of shares in inves...

In today’s pod we delve into our third component of the asset allocation series; cash and fixed interest. Certainly not the sexiest of the four broad asset classes, but probably the one that provides investors with the greatest comfort; whether rightly or wrongly. This week we’re joined by Cam Duncan, Co-Head of the Shaw and Partners Income strategies team. You may recall Cam from our discussion in November 2021 where we were discussing the pending interest rate move and inflation; which pla...

We return to normal transmission this week as we continue reviewing the 4 broad asset classes generally available to investors and how they can be combined to form an investment portfolio. A few weeks ago we interviewed Natasha Nankivell, Partner and Founder of Global Alternative Funds who covered off on alternative investments. This week Ben Morrissey has a chat with Steve Abbott; a property veteran, Managing Director of Jellis Craig Boroondara and Founder of property portal PropertyM...

Although we are currently working our way through the different asset classes, we’ve decided to interrupt this series of podcasts given the potential banking crisis unfolding before our eyes. In today’s podcast Ben Morrissey chats with Mr Jonathon Rawicz, Senior Portfolio Manager at Global Bank EFG and Portfolio Manager for the New Capital Equity Conviction Fund. Markets are extremely turbulent around the world due to the fear of a collapsing banking sector, so we take time to ask a true gl...

As mentioned a few weeks back, we’re going to spend the next 4 podcasts understanding and analysing the main asset classes for investors: Equities, Property, Cash and Fixed Interest and Alternative assets. In today’s episode, Alex and Ben chat with Natasha Nankivell who is a partner and Founder of the $895m Global Alternative Funds. Natasha discusses what alternatives are, the misconceptions, opportunities and the increasing relevance of the sector. Globally investors continue to take lar...

Welcome back. This is our first episode for what looks to be a jam packed 2023. We’ve brought back a crowd favourite in Mr Martin Crabb, CIO of Shaw and Partners. There is already so much to consider and discuss, despite the fact the year has barely begun. From the obvious discussion points of inflation and interest rates, to property values, Big Tech, short selling and spy balloons. Martin Crabb is always a thought provoking listen as he is one of those blokes who is knowledgeable a...

This is the final pod for the year before you all disappear for a month, so you can listen as you tan yourselves. This pod runs through our predictions from December last year, how we fared, and why. We then look forward to 2023 and what is to become of so many important global and local issues. Thank you for listening through the year, and we look forward to providing you with further topical discussions in 2023. Find more information on our website at www.morrisseygroup.net

In today’s podcast, Ben Morrissey continues his interview with Mr Moz Afzal, EFGAM’s Senior PM and Global CIO. In this episode we explore; China and their long term goals, the learnings for Western society from recent political developments, battery metals, cryptocurrencies, Moz’s key picks for growth, and where he would invest $100k if he couldn’t get access to it for 10 years. Enjoy a part 2 that makes Lethal Weapon 2 seem pedestrian. Tune in fortnightly for the latest economic commentar...

In today’s podcast, Ben Morrissey interviews Mr Moz Afzal, EFGAM’s Senior PM and Global CIO. We’re extremely fortunate to pick the brain of such an informed and well-connected economic talent; one of his role’s would be insanely demanding, let alone contending with both. For those who don’t know, EFG is a global private banking and asset management group headquartered in Zurich and listed on the Swiss Stock Exchange. EFG operates in around 40 locations worldwide with 3000 employees, boasts $...

In today’s podcast, Ben Morrissey interviews Mr Warren Murphy, CEO Carbonxt (CG1) for a second time, where we discuss the company as a whole but zero in on their recently announced deal. CG1 is a rapidly expanding clean tech business located in the US. It started life as a company solely focused on using their patented Activated Carbon(AC) technology to remove mercury from the smokestacks in coal fired power plants. They now lead the world in the development of AC products aimed at capturing...

In today’s podcast Ben Morrissey interviews Mr Jimmy Orange; the man with the coolest name in Australian sport. Topic of discussion: Academy Movement; The pathway to success Jimmy is the founder of Academy Movement; a sports based educational initiative designed to engage disillusioned students in lower socio-economic areas. Jimmy’s goal is to achieve the following: Increased likelihood of completing VCEBroaden potential career optionsImprove physical and mental well-beingProvide a long-lost...

In today’s podcast Ben Morrissey interviews Mr Martin Crabb, Chief Investment Officer at Shaw and Partners. The topic of discussion is: Everything you wanted to know about what’s going on in this crazy world- Part 2. In this second offering of a two part discussion, we cover issues such as property prices, supply chains, energy and geopolitical tensions and their ramifications for markets. This is an illuminating discussion between two men with over 60 years of combined market experienc...

In today’s podcast Ben Morrissey interviews Mr Martin Crabb, Chief Investment Officer at Shaw and Partners. The topic of discussion is: Everything you wanted to know about what’s going on in this crazy world- Part 1. In this first offering of a two part discussion, we traverse key talking points and areas of interest such as comparative market performance and why, market direction, Chinese influence on our market, inflation, interest rate direction, gold performance (under) ...