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Skin in the Game is a weekly podcast by InvestSMART with Portfolio Managers Nathan Bell and Alex Hughes. Each week they chat about stocks in the news, economic events, markets, portfolio management and holdings and changes in their respective portfolios. If you have any questions you would like answered in future episodes, please send us an email to skininthegame@investsmart.com.au
 
Join Dr. Carol Clinton as she shares her journey with ovarian cancer. She tells her story to help others understand the disease, talks about the great advancements in cancer treatments, and speaks to the fears that a diagnosis like this can bring to everyone involved. Music: Almighty - Bergitta Victor Creative Commons License You Give Me Reason - Yakaree Creative Commons License
 
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show series
 
This is the audio recording of my newsletter where I discuss Owner Operators, Portfolio Concentration, Liberty Broadband, IAC Interactive, Ballantyne Strong, and Pershing Square Tontine Holdings. Follow me on Twitter: @CorbinBuckler If you are a new investor and have questions, send me a Twitter DM. If you are an experienced investor and have feedb…
 
The father of one of our past guests tells Dr. Carol Clinton about his own cancer battle, one that nobody expected him to make it through. John testifies to how his spiritual treatment helped him make it through that terrifying period and has him carrying the message forth to this day. Go to Dr. Clinton's website for more. Credits: You Give Me Reas…
 
Dr. Carol Clinton is back to give an update on her ongoing treatment and to share some insight into how she formulated her plan this time around. When it comes to a major medical decision, nothing beats being prepared. Dr. Clinton explains how to keep track of your treatment and make a plan you can stick with. Go to Dr. Clinton's website for more. …
 
Join Nathan and Alex for the final episode of Skin in the game, as they discuss Webjet, Blackmores, Donaco, RPMGlobal and more small cap stocks. 01:50 – Thoughts on Austal (ASB) 04: 10 – Short report on Rural Funds Group (RFF) 06:23 – Why longer toll roads are better 09:05 – Is EBITDA a good financial metric to use? 12:44 – Acrow Formwork (ACF) 15:…
 
This week, Dr. Carol Clinton talks to Maureen Kennedy about their time together in med school and how their lives changed after heading off to practice. Maureen made a decision that wasn't easy, but thanks to careful planning and a great support system, turned out perfect for her. Credits: You Give Me Reason/Yakaree; Lee Rosevere/Wandering Creative…
 
Join Alex and Nathan as they discuss these stocks and why the market's increasing short sightedness could be offering an opportunity in stocks suffering growing pains, like Blackmores. 01:21 – Thought on IPH 5:48 – Katmandu 7:44 – Atlas Arteria 11:22 – Donaco 16:23 – Australasian Academies 19:09 – Tolerance for pain, Blackmores See omnystudio.com/p…
 
Join Nathan and Alex as they discuss big financials AMP and Clydesdale Bank, demergers and a few small cap stocks. 00:57 – Is there a price or time that you’d buy AMP? 05:30 – Cyber security and Whitehawk (WHK) 07:59 – Thoughts on demergers 11:28 – Mesoblast (MSB) 13:03 – Clydesdale Bank update 18:41 – Superloop (SLC) and Redflex (RDF) 23:32 – Stoc…
 
Join Nathan and Alex as they discuss some current examples to explain how to use Porter's Five Forces in your investment process. 00:31 – Thoughts on Atomos (AMS) 04:07 – Views on Challenger (CGF) 06: 52 – Thoughts on 3PL (3PL) 08:41 – Mach7 technologies (M7T) and iSignthis (ISX) 15:20 - Tinybeans (TNY) 19:08 - Pushpay (PPH) 21:42 – Porters 5 force…
 
Dr. Carol Clinton explains how her treatment is different this time around and points out some key things to consider before joining a clinical trial. The medical world is changing all the time, but you don;t have to be a doctor to understand your options. Credits: You Give Me Reason/Yakaree; Lee Rosevere/Wandering Creative Commons License…
 
After several months with no evidence of cancer, Dr. Carol Clinton recently found out that the disease has returned. On this episode, Carol explains where her health stands now and what her plan is to beat it again. And if you know Carol, you know she'll do just that. Thank you for joining us and we hope you'll follow along on the journey. Credits:…
 
Hear Alex and Nathan discuss Audinate, Frontier Digital Ventures, New Hope, Bingo Industries, AGL's withdrawn bid for Vocus, and what to look out for with IPOs. 00:48 – Audinate's (AD8) restricted shares 02:44 – Frontier Digital Ventres (FDV) share price increase 08:35 – Comments on PolyNovo (PNV) 09:11 – Thoughts on Bingo Industries (BIN) 12:10 – …
 
Dr. Carol Clinton is back and she's kicking off the next batch of podcasts with Kerouac Smith, the guy who records, edits and produces the show. We talk about how his midlife career change came about, what his focus is now and where he'll go in the future -- we find out what his skin in the game is. Check out his podcast -- Kerouac to the Future --…
 
Join Nathan and Alex, as they discuss APRA's lower lending standards, winners from the election, Reliance Worldwide's profit downgrade, Aristocrat Leisure, Azure Haealthcare and NextDC. 02:04 – Is APRA’s move to reduce the home loan buffer rate significant for the banks? 08:54 – Hempton’s view of home prices and lending 14:11 – Winners from the Lib…
 
Join Nathan and Alex as they discuss Freelancer; whether remediation costs from the Hayne inquiry are near an end or just beginning; and whether HUB24 and Netwealth will steal market share from SMSFs, inn addition to analysing some small caps and the importance of long-term US interest rates. 00:35 – Banking and wealth management remediation 03:20 …
 
Join portfolio manager's Nathan Bell and Alex Hughes as they discuss A2 Milk, the big banks, the private health insurers, Flight Centre, Audinate, Swift Media and Elektro Optical Systems. 00:45 – Macquarie's impact on ACC's view of TPG/Vodafone merger 03:34 – Swift Media's falling share price 06:37 – Flight Centre's recent downgrade 10:04 – Stockop…
 
Join Nathan and Alex as they discuss Audinate's $1bn opportunity; why Seek can become a much bigger company; why you shouldn't underestimate Blackmores; an emerging opportunity in Bapcor; several small cap companies raised by listeners. See omnystudio.com/policies/listener for privacy information.InvestSMART tarafından oluşturuldu
 
Nathan Bell and Gaurav Sodhi discuss the pros and cons of investing overseas, what Nathan learned from three years working on an international fund, whether growth will forever outperform value stocks, and Nathan's best current overseas investment idea. See omnystudio.com/policies/listener for privacy information.…
 
Dr. Carol Clinton asks Dr. Christopher Yerington for advice specific to female doctors about what they need to know when they are making key insurance decisions early in their career. https://physiciansincomeprotection.com/ Credits: You Give Me Reason/Yakaree Creative Commons LicenseDr. Carol Clinton tarafından oluşturuldu
 
Join portfolio managers Nathan Bell and Alex Hughes, as they unpack results from stalwarts Wesfarmers, Coles and Woolworths, Sydney Airport, Flight Centre, Cleanaway, Crown Resorts and Star Entertainment, and future leaders Reliance Worldwide, Lovisa, Breville, Nanosonics, Audinate, Hansen Technologies and Blackmores. See omnystudio.com/policies/li…
 
Welcome back, friends. Here's part two of Dr. Carol Clinton's chat with Dr. Christopher Yerington, where he discusses Physicians Income Protection, the business he started that gave him a new lease on his work life and allowed him to help other medical professionals avoid his own predicament. Stay tuned for more ... we're just getting started! http…
 
This week Nathan and Alex discuss the results of CSL; Transurban; Carsales; Australasian Academies; ALE Group, Class; Unibail-Rodamco-Westfield and JB Hi-Fi; as well as explain how their investing approach has changed over time. See omnystudio.com/policies/listener for privacy information.InvestSMART tarafından oluşturuldu
 
It's a new year and we're ready to roll again. Get an update on Dr. Carol Clinton's recovery and see what she's got planned for the year ahead. Our first guest is Dr. Christopher Yerington, an anesthesiologist whose career was cut short by disability. Dr. Yerington reveals the dark places his journey took him and how he found a new purpose in life …
 
This week, InvestSMART's Nathan Bell and Alex Hughes talk about the rise of Afterpay, Moelis Australia, UK stock ideas, preparing for a recession and how to stay rational when under pressure. See omnystudio.com/policies/listener for privacy information.InvestSMART tarafından oluşturuldu
 
Join InvestSMART portfolio managers Nathan Bell and Alex Hughes, as they explain why Wesfarmers and Coles isn't the typical spin off opportunity; why Thorn Group is not a high quality business but could be a great opportunity; why there's reason to be bullish on US housing; and why a bid for portfolio holding Trade Me might not be good news. See om…
 
Dr. Carol Clinton welcomes the CEO of the Columbus Metropolitan Library system, Patrick Losinski, to discuss what he's doing to keep the library system vibrant and growing to fit the needs of changing demographics and a new generation of children and families. You should definitely "check it out." Credits: You Give Me Reason - Yakaree Creative Comm…
 
Dr. Carol Clinton sits down with good friend and fellow ovarian cancer survivor Janice Roth to talk about how she copes despite having a Stage IV diagnosis. It turns out some timely advice from a young niece was exactly what she needed to hear. Plus, we learn about the charity race in her late husband's name that has gone on for a decade and a half…
 
Dr. Carol Clinton sits down with Jason Carpenter, who has beaten cancer twice and continues to drive forward with his business. He explains how his cancer battle led to him literally writing the book on how to keep his business going without him. Jason reveals his personal vision and a minor obsession with earning a ribbon. Credits: You Give Me Rea…
 
Dr. Carol Clinton sits down with good friend Mark Moses, an international CEO Coach and overall inspiring person. They discuss Mark's son being diagnosed with a brain tumor at 3 years old and how the family coped. Years later, Mason is doing just fine and Mark's found his new calling in life -- and an inspiring outlook that can help us all. You Giv…
 
Here's the second half of Dr. Carol Clinton's discussion with friend and author Jennifer Carroll, where she shares her final moments with her husband Phil and explains how she settled on the title for her book. We learn about celebrating the small victories and -- especially -- not taking our health for granted, no matter how successful we feel. Yo…
 
Dr. Carol Clinton catches up with her friend Jennifer Carroll, whose book Beyond Invincible was released this month. She tells the story of losing her husband to prostate cancer and details the journey of self-discovery she's been on since. You'll also learn about her Chuck-it Bucket and how having One Fun Thing in your day can help you cope with s…
 
Dr. Carol Clinton catches up with her cousin, Heather Ceron, to celebrate a woman who helped shape both of their lives. Learn how Aunt Cleo (Grandma Cleo to Heather) inspired them to follow their passion in life and to understand that wealth isn't measured in purely financial terms. Then, get to work on that vision board! Credits: You Give Me Reaso…
 
Dr. Carol Clinton catches up with her daughter, Evelyn, to discuss what it was like being the eldest child the first time her mom dealt with cancer and what it's like now that the siblings are on more equal footing. Plus, Evelyn explains how her mom's onion analogy helped her make the most of the family's support system. Credits: You Give Me Reason…
 
Dr. Carol Clinton joins special guest and longtime friend Dr. Julie Guthrie to discuss why doctors seem to put everything before themselves. Having a personality type that believes in altruism can pull a person into the paradigm of putting themselves second -- to work, family, a marriage or an organization. Plus, they talk about accepting what you …
 
We're more than halfway through chemotherapy, which seems like a fine time for an update on how Dr. Carol Clinton is responding to her treatment. You might think a second time through would make it all easier, but the truth is lots of things are different this time around. Dr. Clinton discusses chemo brain, developing an allergy to her medicine and…
 
Dr. Carol Clinton talks with Dan Lionello about his method for dealing with prostate cancer and the treatment for it. Instead of focusing on the worst possible outcomes, Dan explains how he decided from the start to have a positive experience. Now, he is thriving with new opportunities and a fresh outlook on the future. Credits: You Give Me Reason …
 
Dr. Carol Clinton welcomes in her cousin Charlie, who recalls the range of emotions he went through when his adult son was diagnosed with brain cancer. He learned a lot about the man Scott had become and the effect he had on his students. Scott's mantra to his students had always been "Be good humans," and embraced "Choose happiness" toward the end…
 
Dr. Clinton speaks with long-time friend Eileen Caramela, who lost her 14-year-old son Derek in a tragic accident several years ago. What is the grieving process like and how can those around best offer their support? What can you say to a grieving parent? And what should you not say? There are no easy answers, but Eileen shares her own experiences…
 
Nearing the halfway point - Dr Clinton shares a personal update on her progress. The chemo regimen has changed, with some unexpected side effects, and it's led to Dr. Clinton having to adapt. She weighs in on the treatment so far, her diet, her mental and physical health and more. Thank you for coming on this journey and come back Wednesday for our…
 
Dr Shikha Jain follows up from out last podcast on advice for women in medicine and beyond. Women say "we" more than "I." Women are described as assertive, bossy, and pushy, while men are seen as strong and a leader. Women need to remind themselves of what they have accomplished and how valuable they are. Create yourself an awesome list!! Dr Jain r…
 
Physicians are using social media, and specifically Twitter, to educate patients with the latest in scientific research. Meet Dr. Jain of Northwestern, who used social media on a personal level until her institution asked her to use it to reach out to the public. Dr. Jain, as a practicing hematologist/oncologist, uses her platform @ShikhaJainMD to …
 
Join me for a chat with Maeve Clinton, who shares her personal experience. Maeve recommends parents explain more of what treatments are for to take the fear away. Cancer is a hurry up and wait game - you feel like you want to do something and there is not much to do. She also talks adult support systems outside of the home - such as Laurie Elsass a…
 
Guest: Dr Joseph Hofmeister, author, physician, patient advocate. The author of "How Breast Cancer is Like a Dandelion" explains his unique approach to helping patients deal with a scary diagnosis. It's easy to get overwhelmed, but seeing advice in black and white can help make sense of it all. To learn more or buy the book, go to Drjoeexplains.com…
 
Denise Blaskevich, CEO of S3Agency, discusses her journey as a CEO as she provides an energizing way to keep your employees, families and coworkers engaged at the work they do. This is a great podcast for CEOs, parents and anyone managing a team of people. People work for people - money is important but as we have seen in the #meToo movement, you c…
 
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