The Morrissey Exchange

Welcome to the 49th episode of the Morrissey Exchange.In this first pod of 2024, we have a chat with Mr Hank Holland. Hank is the CEO of ASX listed Amaero International, a company tasked with manufacturing specialty metal powders used for the defence, aerospace and industrial manufacturing industries.Listen in well because although initially complex this is a cracking business with

This is the 48th episode of the Morrissey Exchange. We apologise for the radio silence since July and will endeavour to return with greater consistency in the New Year. In this pod we run through the significant events of 2023, our predictions from 12 months ago and the predictions for 2024.Tune in fortnightly/monthly for the latest economic commentary and ideas, and find more info

This is our second discussion with Carbonxt CEO, Warren Murphy. CG1 recently announced a new joint venture with Kentucky Coal Processing (KCP) where KCP’s facility and coal will be used to create Granular Activated Carbon (GAC) utilising the CG1 AC technology.Their target market is the highly lucrative treatment of US drinking water and removal of PFAS or per-and polyfluoroalkyl

In a global economic environment where inflation has jumped with zeal, dragging interest rates along with it, the opportunity for justifiable exposure to fixed interest investments has emerged for the first time in a number of decades.Australian Super’s CIO Mark Delaney recently commented that they hold an 18% exposure to bonds, up 70% on last year.US Treasuries, Australian Treas

Today we look more deeply into our fourth and final component of the asset allocation series; Equities.The sharemarket has long proven a love affair for Australians. From pensioners, retirees and superannuants to amateur analysts, punters and professional investors. We love shares in this country. Where most countries around the world focus on a fuller asset allocation with equitie

In today’s pod we delve into our third component of the asset allocation series; cash and fixed interest.Certainly not the sexiest of the four broad asset classes, but probably the one that provides investors with the greatest comfort; whether rightly or wrongly.This week we’re joined by Cam Duncan, Co-Head of the Shaw and Partners Income strategies team. You may recall Cam fro

We return to normal transmission this week as we continue reviewing the 4 broad asset classes generally available to investors and how they can be combined to form an investment portfolio. A few weeks ago we interviewed Natasha Nankivell, Partner and Founder of Global Alternative Funds who covered off on alternative investments.This week Ben Morrissey has a chat with Steve Abbott;

Although we are currently working our way through the different asset classes, we’ve decided to interrupt this series of podcasts given the potential banking crisis unfolding before our eyes.In today’s podcast Ben Morrissey chats with Mr Jonathon Rawicz, Senior Portfolio Manager at Global Bank EFG and Portfolio Manager for the New Capital Equity Conviction Fund.Markets are extr

As mentioned a few weeks back, we’re going to spend the next 4 podcasts understanding and analysing the main asset classes for investors: Equities, Property, Cash and Fixed Interest and Alternative assets.In today’s episode, Alex and Ben chat with Natasha Nankivell who is a partner and Founder of the $895m Global Alternative Funds.Natasha discusses what alternatives are, the mi

Welcome back. This is our first episode for what looks to be a jam packed 2023. We’ve brought back a crowd favourite in Mr Martin Crabb, CIO of Shaw and Partners. There is already so much to consider and discuss, despite the fact the year has barely begun. From the obvious discussion points of inflation and interest rates, to property values, Big Tech, short selling and spy ballo