ASX Podcasts - 2010
ASX Podcasts can keep you updated with fundamental issues related to sharemarket investing. View the presentation slides while listening to the audio - use the audio + slides option. Subscribe to our podcast and you'll automatically receive new presentations as they become available.
Need help getting started? You can also view podcasts from: 2012, 2011 or attend an Investor Hour live event in your capital city.
We welcome your feedback on these audio visuals.
Subscribe via:
Note: For subscription via iTunes, if you don't have it already installed download iTunes software first.
Stocks for your stocking
- Audio (MP3 12MB 51mins)
- Audio + slides (Flash)
- Slides (PDF 1MB)
Roger Montgomery, rogermontgomery.com
Roger says good value companies tend to hit you in the face - their value is obvious. This engaging presentation has lots of questions from the floor as Roger lists ways of assessing the value of companies. He lists companies he regards as good value and those that are poor value and gives his reasons.
Recorded - Tue 14 December 2010 at Syd ASX Investor Hour.
Stocks for your stocking
- Audio (MP3 11MB 37mins)
- Audio + slides (Flash)
- Slides (PDF 1MB)
Carl Daffy, Senior Advisor, Wilson HTM
A look at the current economic cycle and the factors that will determine the future direction of the Australian Market. Carl provides a review of Wilson HTM's preferred stocks and sectors that may be suitable for you to consider as part of your investment portfolio.
Recorded - Wed 1 December 2010 at Melb ASX Investor Hour.
What's happening in international markets?
- Audio (MP3 13MB 54mins)
- Audio + slides (Flash)
- Slides (PDF 802kB)
Hamish Douglass, CEO, Magellan Asset Management
This is a clear and fascinating presentation on nationalising our banks in the GFC, the likelihood of property prices falling, China's growth peak and why India won't replace it.
Recorded - Tue 16 November 2010 at Syd ASX Investor Hour.
Finding market winners
- Audio (MP3 12MB 54mins)
- Audio + slides (Flash)
- Slides (PDF 2MB)
Tim Lincoln, Managing Director, Lincoln
Market volatility creates opportunity for the astute investor according to Tim. He explains Lincoln's business methodology for identifying market winners and how to avoid underperforming stocks. Tim runs through a list of stocks seeing how they measure up.
Recorded - Wed 3 November 2010 at Melb ASX Investor Hour.
The Sharemarket Outlook
- Audio (MP3 12MB 42mins)
- Audio + slides (Flash)
- Slides (PDF 536kB)
Julie Davison, Stockbroker, Bell Potter Securities
Despite recent economic woes Julie argues we can expect a 50 to 75 per cent increase in the sharemarket in the next 3 years. With a preference for financially strong, large caps Julie gives us her list of preferred stocks and her reasons for recommending them.
Recorded - Wed 6 October 2010 at Melb ASX Investor Hour.
Retail investment trends
Mark Thomas, CEO, van Eyk
This is a clear and thorough presentation with excellent supporting slides. Mark looks at domestic and global trends, provides some suggestions on key asset allocation decisions and let's us in on some important survey results conducted by van Eyk.
Recorded - Sun 3 October 2010 at Syd ASX Investor Hour.
Back to basics with Active Investing
- Audio (MP3 10MB 45mins)
- Audio + slides (Flash)
- Slides (PDF 548kB)
Alan Hull, Author, Share trader and fund manager
In this lively talk, Alan offers practical advice like why to never trade against the overall trend and why you shouldn't have to make a decision after you have bought, everything should be mechanical.
Recorded - Wed 1 September 2010 at Melb ASX Investor Hour.
Economic and investment outlook
- Audio (MP3 12MB 53mins)
- Audio + slides (Flash)
- Slides (PDF 638kB)
Brian Redican, Senior Economist, Macquarie
As senior economist at Macquarie Bank Brian Redican's job is to understand where things are at and where they are heading. Brian looks at the Australian economy including the role of the housing market and how people are moving from state to state. In his analysis of the global economy he focuses on the continuing problems in Europe and asks whether there will be a Euro currency in 3 years.
Recorded - Tue 17 August 2010 at Sydney ASX Investor Hour.
How to simply pick the best stocks
- Audio (MP3 10MB 43mins)
- Audio + slides (Flash)
- Slides (PDF 1MB)
Roger Montgomery, Independent Analyst
Does your portfolio simply rise and fall with the market? Listen to Roger's technique for picking the best stocks. Please note some variation in sound quality.
Recorded - Wed 4 August 2010 at Melbourne ASX Investor Hour..
Orica - a global success
- Audio (MP3 8MB 28mins)
Graeme Liebelt, Managing Director and CEO
Graeme has worked for Orica for more than 20 years and has been Managing Director and CEO since 2005. Did you know that Orica is the world's largest supplier of commercial explosives to the mining, quarrying and infrastructure sectors? Or that Orica provides the chlorine to keep Australian drinking water clean? Learn about this global listed-company with operations in over 50 countries.
Recorded - Wed 7 July 2010 at Melbourne ASX Investor Hour.
Stock selection in the year ahead
- Audio (MP3 8MB 26mins)
- Audio + slides (Flash)
- Slides (PDF 593kB)
James Kirby, Managing Editor, Eureka Report
This is a presentation to put the average investor in the frame as to where we are now and what the experts think is going to happen between June and Christmas.
Recorded - Wed 2 June 2010 at Melbourne ASX Investor Hour.
Stocks to watch
- Audio (MP3 11MB 47mins)
- Audio + slides (Flash)
- Slides (PDF 2MB)
Jeremy Hook, Investment Director, TMS Capital
Jeremy looks at the latest opportunities in the market as well as reviewing the performance of his recommendations from previous sessions.
Recorded - Tue 25 May 2010 at Sydney ASX Investor Hour.
What you need to know about Interest Rate Securities
- Audio (MP3 11MB 47mins)
- Audio + slides (Flash)
- Slides (PDF 529kB)
Brad Newcombe, Senior Research Analyst, FIIG
Brad provides an overview of the types of Interest Rate Securities available for investors looking for fixed income style investments. Features, benefits and risks of the more popular IRS are explained and how investors can compare the various types on issue.
Recorded - Wed 5 May 2010 at Melbourne ASX Investor Hour.
How a low carbon future affects shareholders
- Audio (MP3 10MB 43mins)
- Audio + slides (Flash)
- Slides (PDF 218kB)
Rob Fowler, Emissions Trading Specialist, Booz & Company
Rob provides an overview of developments in the carbon market. He argues that the era of cheap energy is over and contrary to popular perceptions the Copenhagen conference was not a failure with substantial progress made.
Recorded - Tue 20 April 2010 at Sydney ASX Investor Hour.
What are the chances of a new boom in commodities?
- Audio (MP3 12MB 41mins)
- Audio + slides (Flash)
- Slides (PDF 584kB)
Craig James, Chief Economist, CommSec
The 'teens' is shaping up as the Asia Decade. Hear Craig's view on the challenges and benefits this represents for various sectors and regions of the Australian economy.
Recorded - Wed 7 April 2010 at Melbourne ASX Investor Hour.
Instalments in SMSF: Growth strategies
- Audio (MP3 6MB 27mins)
- Audio + slides (Flash)
- Slides (PDF 495kB)
Tony Rumble, Founder, Alpha Structured Investments
Tony provides an informative session on what instalments are and how they can be used in self managed super.
Recorded - Tue 23 March 2010 at Sydney ASX Investor Hour.
The truth about the sharemarket
- Audio (MP3 11MB 38mins)
- Audio + slides (Flash)
- Slides (PDF 519kB)
Marcus Padley, Stockbroker
Marcus challenges commonly accepted principles, explodes myths, blasts legends and explains the truth about how the stockmarket really goes around.
Recorded - Wed 3 March 2010 at Melbourne ASX Investor Hour.
2010: Profits and pitfalls
- Audio (MP3 11MB 47mins)
- Audio + slides (Flash)
- Slides (PDF 346kB)
Craig James, Chief Economist, CommSec
Craig shares his insights into the market. He looks at the main economic indicators and highlights key sectors to keep an eye on when investing in 2010.
Recorded - Tue 16 February 2010 at Sydney ASX Investor Hour.
Strategies for effective portfolio construction
- Audio (MP3 11MB 45mins)
- Audio + slides (Flash)
- Slides (PDF 690kB)
Mike Hawkins, CIO, Evans and Partners
Mike's view on how to develop a well structured portfolio and his preferred stocks across a range market sectors.
Recorded - Tue 2 February 2010 at Melbourne ASX Investor Hour.
Help getting started
- Download your podcast software. Popular choices include iTunes and Juice.
- Copy the URL below and paste it into your podcast software:
http://www.asx.com.au/rss/podcast_investor_update.xml - When connected to the Internet, your software will search for the latest presentations and download them automatically.
- Listen to the MP3 file on your computer, or portable media device such as an iPod.
Terms of use
ASX and its related bodies corporate ("ASX") makes content available for podcast and download on these conditions:
ASX grants a licence to download the content for private and non-commercial use only. The content is provided for educational purposes only. You may not use the content for any other purpose (including but without limitation distribution to a third party or implying a connection with you (or any third party) and ASX, its officers, employees or employees.
ASX is not be liable for any loss or damage which you may suffer as a result of or connected with the download or attempted download or use of the content,including without limitation any costs charged to or incurred by you as a consequence of connecting to or receiving the downloaded content.
All views expressed are those of the author or speaker, and do not necessarily represent the views of, nor should they be attributed to, ASX.
The content is not intended to include or constitute financial product advice. You should obtain independent advice from an Australian financial services licensee before making any investment decisions. ASX makes no representation or warranty with respect to the accuracy, completeness or currency of the content.

