From burritos to billion-dollar IPO | Superhero: Sidekick
What happens when you refuse to compromise on quality, even when you're losing $10k a week? In this episode, we unpack the story behind Guzman y Gomez (GYG) - from a single, cash-bleeding store in Newtown to a global Mexican food juggernaut gunning for Chipotle.Steven Marks shares how betting everything on quality, people and culture transformed GYG from a passion project into one of Australia’s most ambitious brands.Here’s what we cover:Why Marks said no to compromise even when the numbers said quitHow teaming up with McDonald’s royalty turbocharged GYG’s growthThe secret to finding franchise partners who actually scale with youInside GYG’s lightning-fast IPO and what they did differentlyHow they plan to open 1,000 stores and take on the US marketWhy clean food, radical transparency and operational speed are GYG’s true superpowersSidekick is brought to you by Superhero (www.superhero.com.au). Proudly helping over 400,000 investors and superannuation members on their wealth-building journey.__________Get US$10 of NVIDIA stock when you sign up for a Superhero Trading account: here. T&Cs apply.Superhero Trading allows you to invest in over 8,500 ASX and Wall Street shares and ETFs from just $2 a trade. Other fees may apply.Learn more about why Aussies choose Superhero.__________Did you enjoy this episode?Subscribe to us on Spotify | Apple Podcasts | YouTube.Keep up to date with market news and updates on Facebook | Instagram | Twitter.Learn more about investing and superannuation from our blog.__________Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only. Hosted on Acast. See acast.com/privacy for more information.
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42:48
Building a portfolio for the next decade | Superhero: Sidekick
What if your next investment move wasn’t about the next quarter, but the next decade?In this episode, we’re joined by Chris Judd – fund manager of Cerutty Macro Fund – to unpack how macro investing helps you stay ahead of the curve. It’s a strategy built on spotting powerful long-term trends before the rest of the market catches on.Chris reveals where smart money is positioning right now and why patient, top-down investing could be the edge retail investors need, especially in this period of volatility.Here’s what we cover:Why themes like “the electrification of everything” are driving long-term opportunitiesHow the U.S. is shifting focus to debt over markets and why it mattersHow trade wars, dollar strategy and the return of ‘Made-in-America’ manufacturing will be factors behind long-term investing strategiesWhy gold’s moment may not be over despite hitting historical highsThe case for Europe and the UK after years of underperformanceWhat’s really happening in the Australian economy and why it’s time to pay attentionSidekick is brought to you by Superhero (www.superhero.com.au). Proudly helping over 400,000 investors and superannuation members on their wealth-building journey.__________Get US$10 of NVIDIA stock when you sign up for a Superhero Trading account: here. T&Cs apply.Superhero Trading allows you to invest in over 8,500 ASX and Wall Street shares and ETFs from just $2 a trade. Other fees may apply.Learn more about why Aussies choose Superhero.__________Did you enjoy this episode?Subscribe to us on Spotify | Apple Podcasts | YouTube.Keep up to date with market news and updates on Facebook | Instagram | Twitter.Learn more about investing and superannuation from our blog.__________Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only. Hosted on Acast. See acast.com/privacy for more information.
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38:02
Amazon vs Alibaba | Superhero: Sidekick
Jeff Bezos was customer-obsessed, while Jack Ma was relentless. One dominates the west, while the other has taken over the east. How did they do it?Amazon and Alibaba may have started on opposite sides of the globe but followed similar playbooks to become the two most dominant e-commerce companies in the world.In this episode, we explore how Amazon and Alibaba built global tech empires. Despite different market environments, both companies leveraged similar superpowers to transform retail, cloud computing and beyond.Here’s what we cover:Why Amazon started with books and Alibaba with B2B – and how those decisions set the stage for successThe leadership traits of Jeff Bezos and Jack Ma that defined their companiesThe decisions behind the launch of game-changing products like AWS and AliexpressThe power of market dominance – Amazon in the US, Alibaba in ChinaWhat makes their customer ecosystems so stickyWill Amazon and Alibaba continue to grow?Sidekick is brought to you by Superhero (www.superhero.com.au). Proudly helping over 400,000 investors and superannuation members on their wealth-building journey.__________Get US$10 of NVIDIA stock when you sign up for a Superhero Trading account: here. T&Cs apply.Superhero Trading allows you to invest in over 9,000 ASX and Wall Street shares and ETFs from just $2 a trade. Other fees may apply.Learn more about why Aussies choose Superhero.__________Did you enjoy this episode?Subscribe to us on Spotify | Apple Podcasts | YouTube.Keep up to date with market news and updates on Facebook | Instagram | Twitter.Learn more about investing and superannuation from our blog.__________Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only. Hosted on Acast. See acast.com/privacy for more information.
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34:23
Where to find value in this market | Superhero: Sidekick
Navigating volatility we're seeing in the market can be challenging particularly when trying to identify investment opportunities. According to Morningstar's tools, the Australian market was 7% overvalued while the US market was slightly undervalued at 1.5%.*Where should investors be looking for strong returns? If an investor wanted income, how can one build a portfolio that generates reliable income while avoiding common pitfalls?Mark LaMonica, Director of Personal Finance at Morningstar Australia, joins us to break down where investors might find value today and why he focuses on income as the foundation of his investment strategy.Here’s what we cover:What analysts look for when searching for valueU.S. vs. Australian markets – where the best value lies todayThe Magnificent 7 stocks – are they still worth holding?How Mark balances fun and travel with portfolio growthWhy income paying shares are his preferred asset classThe hallmarks of a dream dividend stock*This episode was recorded on 4 March 2025.Sidekick is brought to you by Superhero (www.superhero.com.au). Proudly helping over 400,000 investors and superannuation members on their wealth-building journey.__________Get US$10 of NVIDIA stock when you sign up for a Superhero Trading account: here. T&Cs apply.Superhero Trading allows you to invest in over 8,500 ASX and Wall Street shares and ETFs from just $2 a trade. Other fees may apply.Learn more about why Aussies choose Superhero.__________Did you enjoy this episode?Subscribe to us on Spotify | Apple Podcasts | YouTube.Keep up to date with market news and updates on Facebook | Instagram | Twitter.Learn more about investing and superannuation from our blog.__________Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only. Hosted on Acast. See acast.com/privacy for more information.
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39:19
Is Gold still king? | Superhero: Sidekick
A timeless symbol of wealth and a traditional safe haven, gold has risen nearly 25% over the last six months, nearly hitting US$3,000/oz for the first time in history.But what has made gold so special? Why does it command such universal value, particularly when compared to other precious metals that offer greater utility or are harder to find?We look into the forces driving gold's rally this year, its role as an inflation hedge, the factors influencing its price and whether it still has room to grow.Here’s what we explore:The anomaly of gold: Why does gold hold such a unique position as a store of value?A look at gold's historical performance and how regulatory changes over time have affected the price of goldThe historical context, global acceptance and self-fulfilling prophecy of gold as a hedge against inflationWhy central banks all over the world purchase and hold gold Can gold's performance continue given the rise of cryptocurrency and other investment classes?This podcast is brought to you by Superhero (www.superhero.com.au). Proudly helping over 400,000 investors and superannuation members on their wealth-building journey.__________Superhero and Qantas Frequent Flyer are giving you the chance to win a share of 5 million Qantas Points* so you can splurge big. 6 lucky winners will be drawn each week until the offer ends on 8 March 2025. All you have to do is make an Eligible Trade and link your Qantas Frequent Flyer account to enter. For further information and sign up details head to Superhero for your chance to win. T&Cs apply.This Promotion is authorised under NSW NTP/12120, ACT TP25/00024 & SA Licence No. T25/14.__________Did you enjoy this episode?Subscribe to us on Spotify | Apple Podcasts | YouTube.Keep up to date with market news and updates on Facebook | Instagram | Twitter.Learn more about investing and superannuation from our blog.__________Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only. Hosted on Acast. See acast.com/privacy for more information.
Welcome to Sidekick, a podcast where we uncover the superpowers behind some of the world's most successful people and fastest growing companies. Every episode we examine the people behind success stories to dig up the skills, strategies, and mindsets that make these heroes tick.This podcast is brought to you by Superhero (https://www.superhero.com.au/). Proudly helping over 400,000 Australian investors and superannuation members on their wealth-building journey. Hosted on Acast. See acast.com/privacy for more information.
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