Success and More Interesting Stuff

The geopolitical and economic tides have shifted. Recent decades played out against a backdrop of globalisation, disinflation, falling interest rates, and above-normal equity market returns. That era is behind us, and the path forward looks vastly different. This shift sits at the core of this special episode, which brings together three leaders in equity investing, gold mining, and economics. The panel dives into the outlook for geopolitics, commodities, inflation, and equities - highlighting both the challenges and the unique opportunities ahead.

Morry Waked revolutionised the funds management industry in Australia. Armed with a natural gift for mathematics and the rigorous training of an actuary, he made the leap from insurance to the equities market and helped turn quantitative investing into a legitimate, powerhouse strategy. By using sophisticated algorithms to strip away emotion and generate above-average returns, Morry has spent over 20 years at the absolute frontier of Australian finance.

Manny Pohl may well be the 'father of growth investing' in Australia, but his journey began thousands of miles away as an electrical engineer in South Africa. From a chance meeting on the Gold Coast to co-founding the $17-billion-dollar powerhouse Hyperion Asset Management, Manny has spent decades proving that 'quality growth' is the ultimate winning strategy.

But in a new era of rising interest rates and AI disruption, the old rules are being rewritten. In this episode, Matthew sits down with the founder of ECP Asset Management to discuss the early experiences that shaped his philosophy, the evolution of the Australian market, and why he’s doubling down on growth in an age of uncertainty.

In this episode of Success and More Interesting Stuff, we sit down with Dr Don Hamson, founder of Plato Investment Management.

Hamson built a $25 billion fund manager, but it started with a problem. His original long/short strategy was disrupted during the GFC when regulators banned short selling.

What followed was a shift towards income, built around a simple idea. In Australia, franking credits matter, particularly for retirees. That focus became the foundation of Plato’s business.

Today, Hamson runs a global investment firm with a systematic approach to investing, focused on consistency, risk management and long-term outcomes. 

In this conversation, we unpack that pivot, how he thinks about building portfolios, and why process matters more than prediction over time.

Jillian Broadbent has worked at the heart of Australia’s financial and policy institutions for decades.

She began at the Reserve Bank under Nugget Coombs, helped build Bankers Trust during deregulation, and later served three terms on the RBA board through the Asian and global financial crises.

She also chaired the Clean Energy Finance Corporation from inception and served as Chancellor of the University of Wollongong.

In this episode, Broadbent reflects on central banking, board life, clean energy finance and why Australia still needs meaningful economic reform.