Chris Judd, Private Investor

iTunes – Spotify – Castbox – YouTube  On this episode: Chris Judd is a former professional AFL football player turned private investor and podcast host.  In this episode of The Australian Investors Podcast, Owen Raszkiewicz talks to Chris about: His early days, lessons learned and buying his first stock at age 16 How and why he continued to invest while competing in the AFL at the highest level The transition to becoming a full-time private investor post his sporting career Risk versus volatility, why volatility shouldn’t matter to a private investor How Chris constructs his all weather portfolio using the simple principles and the ideas of a soccer team (high growth companies as strikers/forwards, defenders include gold mining companies and currency trades) Modern Monetary Theory (MMT) and the case for inflation, deflation and everything in between Please enjoy this episode of The Australian Investors Podcast with Chris Judd, private investor.  Show notes Chris’ podcast & website … Read more

Stock Pitch: Jack Henry & Associates (NASDAQ:JKHY), with Aoris’ Stephen Arnold

iTunes – Spotify – Castbox – YouTube  On the episode: Aoris Asset Management’s Stephen Arnold, CFA, joins Owen for a Stock Pitch episode on The Australian Investors Podcast. In this episode, Stephen talks through his thesis on Jack Henry & Associates (NASDAQ: JKHY), a US-based banking payments software company with an enviable track record. This episode follows Stephen’s pitch for Accenture Plc (NYSE: ACN) – watch it here. Show notes: Aoris website & holdings Don’t forget to leave us an iTunes review if you enjoy our interview. It helps me attract more great guests.

Cameron Brownjohn – Private Equity investing

iTunes – Spotify – Castbox – YouTube  On the episode: Cameron Brownjohn is the CEO of Federation Asset Management, a private equity investment company focused on three primary buckets, including sustainable infrastructure & renewable energy, real estate for the healthcare, social and education sectors, and growth-style private companies.  The conversation goes to places we haven’t covered before, so Cameron uses many examples and anecdotes. I hope you enjoy this conversation with Cameron Brownjohn, CEO of Federation Asset Management.  Get in touch with Cameron: Federation website Don’t forget to leave us an iTunes review if you enjoy our interview. It helps me attract more great guests.

Stock Pitch: Accenture Plc (NYSE:ACN), with Aoris’ Stephen Arnold

iTunes – Spotify – Castbox – YouTube  On the episode: Aoris Asset Management’s Stephen Arnold, CFA, joins Owen for a Stock Pitch episode on The Australian Investors Podcast. In this episode, Stephen talks through his thesis on Accenture Plc (NYSE: ACN), the global IT consulting business. Show notes: Aoris website & holdings Don’t forget to leave us an iTunes review if you enjoy our interview. It helps me attract more great guests.

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