What’s the best investing podcast for Australian Investors in 2021?
If you ask me, the most recent Australian Investors Podcast with Peter Phan (see links below) will be up there in your list of top investing podcasts.
This is a tour de force. Many people talk about Munger’s ‘mental models’ but few truly embody the approach like Peter. Inspiring and exhilarating. This goes straight to the pool room of great Aussie investing interviews.🙏 @PhanLawyers @OwenRask 🙏 https://t.co/FuZE6n2nNO
— Socially distant Greg Hoffman (@GregHoffman15) March 12, 2021
https://twitter.com/galumay/status/1369837993792434179
Listen now: podcast with Peter Phan of Castlereagh Equity
You can listen in or subscribe to the Australian Investors Podcast on iTunes, Spotify, Castbox, or YouTube.
About the podcast episode
Peter Phan is the Portfolio Manager of Castlereagh Equity. Many Australian investors already know Peter from his time blogging and due to his activity on Twitter.
This podcast is epic, unfiltered, barely edited and raw. I barely edited this audio file.
It took place remotely, so the audio file is a little rough. Consider wearing your headphones.
You’ve probably seen this episode come up in your feed and noticed this podcast is also the longest I have ever recorded. My wife said I should break it up into parts. However, if I did that, it would mean the diehard investors and learners may miss the deep signal Peter covers during the next two and a half hours.
In this conversation, Peter covers everything from card counting and probability, mental models for analysing management or yourself, valuations and modelling outcomes, including examples in United Overseas Australia (ASX: UOS) and Data#3 Ltd (ASX: DTL).
In the first 60 minutes Peter sets the groundwork for the entire conversation. If you’re most interested in how he invests and the models he applies to his investing, jump forward to around 60 minutes into the conversation.
At the very end of the conversation, around 2 hours and 26 minutes in, Peter answers three questions, including is it ok for non-investors to follow the efficient market hypothesis and invest passively, does an investment committee work and does a fund manager need business experience? His answers are fascinating.
I hope you stick around for the full discussion and as always I hope you enjoy this conversation with Peter Phan of Castlereagh Equity.
Companies mentioned: United Overseas Australia (ASX: UOS), Data#3 Ltd (ASX: DTL)
Say g’day, give me your feedback or suggest future guests for the show by contacting me on Twitter:
