Basis Points

While the world fixates on geopolitical headlines, there is one risk today’s guest believes investors have become complacent about. One that isn’t making headlines.

There are significant levels of debt in the financial system, whether that’s at the consumer level, corporate level, or within governments.

Chad Padowitz, the Co-Chief Investment Officer at Talaria Capital, believes ballooning global debt has massive implications for inflation, interest rates, and how we invest.

In this episode:
00:00 Market Outlook And Key Risks
02:11 Debt Pressures Reshaping Markets
04:07 Inflation Threats And Policy Risks
06:52 Dollar Weakness And FX Trends
10:59 Equity Opportunities Beyond Mega Caps
13:35 AI Hype And Valuation Risks
16:49 Finding Value In Uncertain Markets
22:31 Knowing When To Exit Positions
25:32 Growth Stocks Under Pressure
29:37 Using Options To Manage Risk
34:31 Why Income Still Matters
37:22 Debt Challenges And Policy Limits
40:42 Building Resilient Client Portfolios

📈 Stocks and ETFs Mentioned:
Talaria Global Equity Fund Complex ETF (ASX: TLRA)
Talaria Global Equity Hedged Fund Complex ETF (ASX: TLRH)
Ferrari N.V. (NYSE: RACE)
Everest Group Ltd. (NYSE: EG)
Bunzl plc (LSE: BNZL)
Johnson & Johnson (NYSE: JNJ)
CF Industries Holdings, Inc. (NYSE: CF)
NVIDIA Corporation (NASDAQ: NVDA)
The Coca-Cola Company (NYSE: KO)
Apple Inc. (NASDAQ: AAPL)

Come join us at the Finfest adviser day event! Register for early bird tickets here - http://equitymates.com/finfest-industry

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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.
0.75 Total Hours
Knowledge Requirements: Managed Investments (0.75 hour) Legislated CPD Area: Technical Competence (0.75 hour)

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This episode has been sponsored by Cboe. To find out more about Talaria’s Global Equity Fund Complex ETF (Cboe: TLRA) & Global Equity Fund Currency Hedged Complex ETF (Cboe: TLRH) head to https://www.talariacapital.com.au/

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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.

Few Australians can say they were mentored by the late David Swensen - the legendary former Chief Investment Officer of the Yale Endowment Fund with one of the greatest long-term track records in history. Today’s guest is one of them.

Anacacia Capital’s Jeremy Samuel, shares the lessons that shaped his approach across two decades of managing private and public markets.

Chapters:
00:00 Introduction
01:22 Lessons from Yale Model
04:38 Equity Market Trends
08:58 IPOs & Liquidity Shifts
12:45 Boring but Beautiful Businesses
18:00 Active vs Activist Approach
21:02 Valuations & Risk Strategy
24:36 Active vs Passive Debate

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

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This episode has been sponsored by Anacacia Capital. To find out more about Anacacia or their funds head to https://www.anacacia.com.au
Thanks to Anacacia Capital for helping us keep all our content on Basis Points, free.

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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.

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

Today’s guest interviewed 800 financial advisers across the world, over the past 2 years. They all described experiencing the same problem; 80% of their time is spent on admin, just 20% talking to clients.

It’s an advice efficiency problem. One that our guest is endeavouring solve with AI. Shak Lala is the co-founder of Marloo, an AI powered tech platform built for financial advisers.

In this episode
00:00:00 Adviser Crisis And AI Opportunity
00:02:00 AI Trends And Adviser Impact
00:06:30 Structural Problems In Advice
00:11:00 Building Marloo And Key Pain Points
00:16:30 Compliance And Advice Evolution
00:22:00 AI Adoption And Workflow Changes
00:27:30 Scaling Advice And Future Vision

This episode was recorded on April 21st 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: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour)

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This episode has been sponsored by Marloo. Try Marloo for free here!

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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.

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

What if your ethics CPD this year actually made you a better advisor? Dr. Katherine Hunt, PhD-qualified financial planner and internationally recognised speaker on ethical growth, joins Basis Points to reveal how advisors can use client psychology and AI to scale trust, deepen relationships, and build a practice that compounds over generations.

In this episode:
00:00 AI Era Client Experience
00:30 Ethics and Adviser Mindset
03:00 Ego and Ethical Growth
06:02 Scaling Trust and Connection
09:56 AI, Trust, and Systems
14:34 The Human Code Framework
16:35 What Clients Truly Value
18:53 Fear, Growth, and AI
22:44 Future of Successful Advisers
23:44 One Action to Improve

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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: Ethics (0.50 hour) Legislated CPD Areas: Professionalism and Ethics (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.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

Markets shrugged off a US-Iran conflict and rallied, but should they have?

Canaccord CIO David Cassidy breaks down why a lot of good news is already priced in before a deal has even been reached.

In this episode:

00:00 Market Setup And War Impact
04:40 RBA Risks And Aussie Outlook
08:05 Volatility Strategy And Corrections
12:05 Fixed Income And Private Markets
15:04 Rare Earths And ASX Opportunities
20:25 Diversification And Tech Outlook

📈 Stocks and ETFs Mentioned:
Commonwealth Bank of Australia (ASX: CBA), Lynas Rare Earths Ltd (ASX: LYC), Evolution Mining Ltd (ASX: EVN), Alcoa Corporation (ASX: AAI), Telix Pharmaceuticals Ltd (ASX: TLX), ResMed Inc (ASX: RMD), Xero Ltd (ASX: XRO), Technology One Ltd (ASX: TNE)

This episode was recorded on 21st April 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: Economic Environment (0.25 hour) & Managed Investments (0.25 hour) Legislated CPD Areas: Technical Competence (0.25 hour) & General (0.25 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.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.