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On the show
From 8 epsHosts
Recent guests
Recent episodes
The Quant Edge: Why Systematic Investing Matters
Jun 17, 2026
20m 42s
ASX reporting season: Big beats, big misses, bigger moves
Mar 10, 2026
20m 14s
Why a Silicon Valley exec bought into Breville’s global ambitions (Complete Episode)
Sep 26, 2025
1h 14m 55s
RQI Investors Real Insights: Lessons from the Quant Winter
Sep 24, 2025
15m 25s
ASX reporting season: Margins, misses, and market opportunities
Sep 12, 2025
12m 25s
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Resolving iTunes ID\u2026 if this persists, the podcast may not be indexed on Apple Podcasts.
| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/17/26 | ![]() The Quant Edge: Why Systematic Investing Matters | Dr Joanna Nash, Senior Quant Portfolio Manager and Head of Portfolio Management and Dr David Walsh, Head of Investments sat down with Quin Smith, Head of Distribution at FSG Group, to discuss why quantitative investing matters today. The conversation explored the role of AI in quant and what role quant equities can play alongside fundamentals active versus passive investing.This podcast is intended for institutional and professional audiences globally, and financial advisers in Australia. Any advice within this material has been prepared without taking account of the objectives, financial situation or needs of any particular person. Before acting on any advice, seek the advice of a registered financial adviser and consider the appropriateness of the advice having regard to your objectives, financial situation or needs. References to specific securities should not be construed as a recommendation to buy or sell such securities. | 20m 42s | ||||||
| 3/10/26 | ![]() ASX reporting season: Big beats, big misses, bigger moves✨ | ASX reporting seasonearnings+3 | Christian Guerra | First Sentier InvestorsMitsubishi UFJ Financial Group, Inc | Australia | ASXreporting season+5 | — | 20m 14s | |
| 9/26/25 | ![]() Why a Silicon Valley exec bought into Breville’s global ambitions (Complete Episode)✨ | innovationbusiness strategy+3 | Jim Clayton | BrevilleFirst Sentier Investors+1 | AustraliaSilicon Valley+1 | BrevilleJim Clayton+3 | — | 1h 14m 55s | |
| 9/24/25 | ![]() RQI Investors Real Insights: Lessons from the Quant Winter✨ | quant strategiesmarket performance+3 | — | RQI InvestorsFirst Sentier Investors | Australia | quant strategiesRQI Investors+3 | — | 15m 25s | |
| 9/12/25 | ![]() ASX reporting season: Margins, misses, and market opportunities✨ | ASX reporting seasonmarket volatility+3 | David WilsonChristian Guerra | First Sentier InvestorsMitsubishi UFJ Financial Group, Inc+2 | — | ASXreporting season+3 | — | 12m 25s | |
| 8/8/25 | ![]() Why a Silicon Valley exec bought into Breville’s global ambitions✨ | innovationbusiness strategy+3 | Jim Clayton | BrevilleFirst Sentier Investors+1 | AustraliaSilicon Valley+1 | Brevilleinnovation+5 | — | 23m 10s | |
| 6/11/25 | ![]() CEO interview: Turning points in Australia’s housing crisis✨ | housing crisisAustralia+3 | Andrew Whitson | First Sentier InvestorsStockland Development+1 | Australia | housing crisisAustralia+4 | — | 29m 30s | |
| 3/13/25 | ![]() ASX reporting season: The market is not the economy✨ | ASX reporting seasonmarket volatility+5 | Christian Guerra | First Sentier InvestorsMitsubishi UFJ Financial Group, Inc | Australia | ASXreporting season+7 | — | 21m 19s | |
| 9/12/24 | ![]() ASX reporting season: temper your enthusiasm (but only slightly)✨ | ASX reporting seasonbusiness confidence+3 | David WilsonChristian Guerra | First Sentier InvestorsMitsubishi UFJ Financial Group, Inc+1 | Australia | ASXinterest rates+5 | — | 26m 16s | |
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