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Nvidia's wild swings and 11 Sohn Hearts & Minds stock picks reviewed
Equity Mates reviewed the high conviction stock picks presented at the 2025 Sohn Hearts & Minds Conference.
Nvidia's wild swings and 11 Sohn Hearts & Minds stock picks reviewed
Equity Mates reviewed the high conviction stock picks presented at the 2025 Sohn Hearts & Minds Conference.Read Transcript
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‘The Mooch’ says Trump will have to cut China tariffs below 10pc
Scaramucci, who is best known as The Mooch, is the first big-name global investor to be confirmed for the Sohn Hearts & Minds conference in Sydney in November.
A golden year for Wall Street’s Australian stock picker
Matthew McLennan’s $14.5 billion position in gold bars and miners paid off handsomely for First Eagle this year. But he insists the precious metal still has room to run.
Stillpoint founder Eric Wong reveals major China tech investment strategy
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Billionaire hedge fund manager enacts ‘little short’ on the market
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Hedge fund guru Michael Hintze can't out-trade machines but he can still 'out-invest' them
Billionaire hedge fund manager Michael Hintze says the world is more dangerous than he has ever seen, artificial intelligence is stifling people’s ability to learn and process information.
Marathon CIO Robert Mullin reveals why gold stocks are still undervalued
The son of a stockbroker, Mr Mullin has more than 30 years' investing experience and is chief investment officer at Marathon Resource Advisors in San Francisco, a company he founded.
First Eagle’s Matthew McLennan on the monetary force that could be ‘rocket fuel’ for the Australian dollar
Matthew McLennan, the co-head of the global value team and portfolio manager at the $US161bn ($243bn) First Eagle Investments, stormed the market with a bullish bet on gold.
Anthony Scaramucci’s advice to our PM is to seek his Canadian counterpart’s counsel
Beyond Wall Street, The Mooch is better known for his cutting takes on US politics in the popular podcast The Rest is Politics: US, which he hosts with BBC’s long-term North American correspondent Katty Kay.
Munro Partners' Qiao Ma reveals AI investment strategy
Qiao Ma has a simple test for spotting the investment opportunities that will define the next decade. Take the technology apart and see what’s inside.
More Podcasts
Understanding the 4 pillar framework underpinning a high conviction strategy
Listen to episode one with Chief Investment Officer Charlie Lanchester and TDM Growth Partners Investment Team Members Ed Cowan and Fraser Christie. They share their unique investment philosophies and delve into two high conviction stocks recommended for the HM1 portfolio.
