Basis Points

In this episode, we're joined by Paul Burgon, the Managing Partner and CIO of Lipman Burgon & Partners, who ranked #4 in the 2025 Barron's Top Adviser List.

Burgon argues the biggest concern facing his clients is the “third-generation curse” - and he may just have the cure advisers are looking for.

In this episode:
00:00 Introduction
01:05 Paul’s Career Journey
03:38 Growing to $3B AUM
06:40 Trust and Succession Model
08:23 Deep Client Relationships
09:38 Scaling Without Sacrificing Quality
12:23 Engaging Next Generation Clients
15:09 Real Client Challenges Today
17:20 Sudden Wealth Case Study
18:41 AI’s Impact on Advice
23:18 Oil Prices and Markets

📈 Stocks and ETFs Mentioned:
Goldman Sachs Group, Inc. (NYSE: GS)
National Australia Bank Limited (ASX: NAB)
Investec Group (JSE: INP)

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).
0.50 Total Hours

Knowledge Requirements: Practice Management (0.50 hour) | Legislated CPD Area: Client Care & Practice (0.50 hour)

Complete the quiz here to claim your points.

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Sign up to the Basis Points email
Join the conversation on LinkedIn
Watch all episodes in full and relive some of our favourite clips on YouTube

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Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

For years, cryptocurrencies had been cast aside as the speculative Wild West of the investment world.

But something has quietly shifted in the last two years.

That’s according to Global X ETFs Investment Strategist Justin Lin, who argues that the asset class has moved away from its retail-driven origins to become an increasingly institutionalised asset class.

While our host, Ally Selby, has long been a sceptic, somehow, Lin convinced her that cryptocurrencies should no longer be seen as the playground for scammers and fraudsters, but a regulated ecosystem with assets worthy of a place in strategic portfolios. Learn why in this episode.

Chapters:
00:00 Introduction 01:16 Crypto Goes Institutional 03:02 ETFs and Adoption Drivers 05:06 Market Maturity and Volatility 07:06 Halving Cycle and Volatility 10:06 Bitcoin Value Debate 13:20 Australia vs Global Trends 15:44 Regulation and Market Impact 17:14 Bitcoin vs Ethereum Roles 19:46 What Drives Crypto Prices 23:06 Catalysts and Future Outlook 27:35 Allocation and Final Takeaways

📈 Stocks and ETFs Mentioned:
Apple Inc. [NASDAQ: AAPL]
Global X 21Shares Bitcoin ETF [CBOE: EBTC]
Global X 21Shares Ethereum ETF [CBOE: EETH]

Thanks to CBOE APAC for sponsoring this episode. For more information about the CBOE listed Global X 21 Shares Bitcoin ETF (CBOE: EBTC) , head here or the Global X 21 Shares Ethereum ETF (CBOE: EETH), head here.

This episode was recorded on the 3rd of March 2026.
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).
Complete the quiz here to claim your points.
0.5 Total Hours Knowledge Requirements: Generic Knowledge (0.50 hour) Legislated CPD Area: General (0.50 hour)
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Want more Basis Points?
Sign up to the Basis Points email
Join the conversation on LinkedIn
Watch all episodes in full and relive some of our favourite clips on YouTube
———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Hosted on Acast. See acast.com/privacy for more information.

Kerr Neilson, the legendary contrarian investor behind Platinum, lays out a bold case for why the next decade may belong not to AI darlings.

He argues markets are entering a period of profound disruption, pointing to geopolitical fragmentation, war in the Middle East, and fragile global oil supply as long-term threats- warning these forces are reshaping markets.

Beyond the macro themes, he offers practical insights for advisers: the dangers of crowded trades, the inefficiencies created by passive investing, and the importance of contrarian thinking in an ETF-dominated world.

His message is clear. The biggest opportunities often lie where capital has been scarce.

In this episode:
00:00 Why Contrarian Investing Still Works
03:00 Where ETF Crowding Creates Opportunity
06:00 How Oil Shocks Could Reshape Portfolios
08:42 Balancing Gold, Cash And Real Assets
11:20 What Samsung And Platinum Signal
16:10 Where Advisers May Find Mispriced Value

📈 Stocks and ETFs Mentioned:
Samsung (KRX: 005930)
Impala (JSE: IMP)
Petrobras (NYSE: PBR)
Sky Metals (ASX: SKY)
Valterra Platinum (JSE: VTR)

🎟️ Join us at the Basis Points Boat Party, get your tickets here.

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).
0.50 Total Hours

Knowledge Requirements: Managed Investments (0.50 hour) | Legislated CPD Area: Technical Competence (0.50 hour)

Complete the quiz here to claim your points

———

Want more Basis Points?
Sign up to the Basis Points email
Join the conversation on LinkedIn
Watch all episodes in full and relive some of our favourite clips on YouTube

———-
Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

We have an exciting announcement- meet the new host of Basis Points; Ally Selby.

It’s been one year of Basis Points, and what a year it’s been! We reflect on some of the highlights so far and usher in a new (and we think improved) era of the show.

A new host, even bigger guests, weekly episodes and live events to look forward to.

Links Mentioned:
🎧 Listen to the Magunthan Siva episode here
🎟️ Join us at the Basis Points Boat Party, get your tickets here.
📥 Got a suggestion or a question for the show? Get in touch with Ally on Linkedin here or use the contact form on our website

———

Want more Basis Points?
Sign up to the Basis Points email
Join the conversation on LinkedIn
Watch all episodes in full and relive some of our favourite clips on YouTube

———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

Crypto. Rates. AI debt. Green bonds.

In this episode, Chris Joye, CIO of Coolabah Capital, lays out a macro view that cuts against consensus.

He calls Bitcoin “pure Ponzi”, makes the case for re dollarisation not de dollarisation, and warns AI driven CapEx could be understated as hyperscalers ramp up debt issuance.

We also unpack Coolabah’s active bond trading model and the Global Carbon Leaders Fund, which targets green bond mispricings with floating rate exposure and enhanced yield.

In this episode:

00:00 Bitcoin, Bonds & Big Claims
03:01 Bitcoin Sell-Off Breakdown
07:44 Re-Dollarization Over De-Dollarization
11:44 Fed Pivot and 5% Yields
14:45 AI CapEx Debt Supercycle
18:04 RBA Rate Hike Warning
22:44 Capital Gains & Tax Reform
24:05 Inside Coolabah’s Trading Edge
26:53 Global Carbon Leaders Explained
30:24 Monetising New Issue Concessions
32:10 ESG Stigma vs Performance
34:00 Portfolio Fit for Advisers

📈 Stocks and ETFs Mentioned: Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Global Carbon Leaders Fund (CBOE: CBNX), META (NASDAQ: META), Microsoft (NASDAQ: MSFT)

🎟️ Join us at the Basis Points Boat Party, get your tickets here.

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA):
0.50 Total Hours
Knowledge Requirements: Economic Environment (0.25 hour), Managed Investments (0.25 hour) | Legislated CPD Area: Technical Competence (0.25 hour), General (0.25 hour)
Complete the quiz here to claim your points.

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Thanks to CBOE APAC for sponsoring this episode. For more information about the CBOE listed Global Carbon Leaders fund (CBOE: CBNX), head here

———

Want more Basis Points?
Sign up to the Basis Points email
Join the conversation on LinkedIn
Watch all episodes in full and relive some of our favourite clips on YouTube

———-
Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.