<p>We’re continuing <strong>Best of the Best series </strong>and today we’re joined by <strong>Julia Weng</strong>, portfolio manager at Paradice Investment Management, who has consistently beaten the ASX 200 in large-cap Aussie equities.</p><br><p>Julia breaks down how she navigates banks, miners, defensives and the repeatable process behind Paradice’s edge.</p><br><p><strong>In this episode:</strong></p><p> • Why return-on-capital and aligned management teams drive Paradice’s stock picking</p><p> • How Julia builds conviction: expert calls, field research and evidence over hype</p><p> • The advancements in robotics and automation being overshadowed by AI-hype</p><br><p>Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit <a href="https://open.acast.com/networks/610c01051127ca001330e95a/shows/6113c4e58b49030d2716f6e0/episodes/www.violaprivatewealth.com.au" rel="noopener noreferrer" target="_blank">www.violaprivatewealth.com.au</a>.</p><br><p>———</p><br><p>Want to get involved in the podcast? Record a&nbsp;<a href="https://tinyurl.com/4uw5f58j" rel="noopener noreferrer" target="_blank">voice note</a>&nbsp;or&nbsp;<a href="https://tinyurl.com/2hyfsrw7" rel="noopener noreferrer" target="_blank">send us a message</a>&nbsp;</p><p>And come and join the conversation in the Equity Mates&nbsp;<a href="https://tinyurl.com/bdessc3v" rel="noopener noreferrer" target="_blank">Facebook Discussion Group</a>.</p><br><p>———</p><br><p>Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.</p><p>Keep up with the news moving markets with our&nbsp;<a href="https://tinyurl.com/2saau2ky" rel="noopener noreferrer" target="_blank">daily newsletter</a>&nbsp;and podcast (<a href="https://tinyurl.com/yxm3mm2c" rel="noopener noreferrer" target="_blank">Apple</a>&nbsp;|&nbsp;<a href="https://tinyurl.com/299dedpd" rel="noopener noreferrer" target="_blank">Spotify</a>)</p><br><p>———</p><br><p>Looking for some of our favourite research tools?</p><ul><li>Download our free&nbsp;<a href="https://tinyurl.com/7k2z7ebx" rel="noopener noreferrer" target="_blank">Basics of ETF handbook</a></li><li> Or our free&nbsp;<a href="https://tinyurl.com/4zjkm3pt" rel="noopener noreferrer" target="_blank">4-step stock checklist</a></li><li> Find company information on&nbsp;<a href="https://www.tikr.com/?ref=equitymates" rel="noopener noreferrer" target="_blank">TIKR</a></li><li> Screen the market with&nbsp;<a href="https://tinyurl.com/499y9d2f" rel="noopener noreferrer" target="_blank">GuruFocus</a></li><li> Track your portfolio with&nbsp;<a href="https://tinyurl.com/28p4jukb" rel="noopener noreferrer" target="_blank">Sharesight</a></li></ul><p><br></p><p>———</p><br><p>In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.&nbsp;</p><br><p>———</p><br><p>Equity Mates Investing is a product of Equity Mates Media.&nbsp;</p><p>This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.&nbsp;Equity Mates Media operates under Australian Financial Services Licence 540697.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>

Equity Mates Investing Podcast

Equity Mates Media

Best of the Best: AI Hype, China Risk & Australia's Best Stocks - Julia Weng | Paradice Investments

DEC 3, 202540 MIN
Equity Mates Investing Podcast

Best of the Best: AI Hype, China Risk & Australia's Best Stocks - Julia Weng | Paradice Investments

DEC 3, 202540 MIN

Description

<p>We’re continuing <strong>Best of the Best series </strong>and today we’re joined by <strong>Julia Weng</strong>, portfolio manager at Paradice Investment Management, who has consistently beaten the ASX 200 in large-cap Aussie equities.</p><br><p>Julia breaks down how she navigates banks, miners, defensives and the repeatable process behind Paradice’s edge.</p><br><p><strong>In this episode:</strong></p><p> • Why return-on-capital and aligned management teams drive Paradice’s stock picking</p><p> • How Julia builds conviction: expert calls, field research and evidence over hype</p><p> • The advancements in robotics and automation being overshadowed by AI-hype</p><br><p>Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit <a href="https://open.acast.com/networks/610c01051127ca001330e95a/shows/6113c4e58b49030d2716f6e0/episodes/www.violaprivatewealth.com.au" rel="noopener noreferrer" target="_blank">www.violaprivatewealth.com.au</a>.</p><br><p>———</p><br><p>Want to get involved in the podcast? Record a&nbsp;<a href="https://tinyurl.com/4uw5f58j" rel="noopener noreferrer" target="_blank">voice note</a>&nbsp;or&nbsp;<a href="https://tinyurl.com/2hyfsrw7" rel="noopener noreferrer" target="_blank">send us a message</a>&nbsp;</p><p>And come and join the conversation in the Equity Mates&nbsp;<a href="https://tinyurl.com/bdessc3v" rel="noopener noreferrer" target="_blank">Facebook Discussion Group</a>.</p><br><p>———</p><br><p>Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.</p><p>Keep up with the news moving markets with our&nbsp;<a href="https://tinyurl.com/2saau2ky" rel="noopener noreferrer" target="_blank">daily newsletter</a>&nbsp;and podcast (<a href="https://tinyurl.com/yxm3mm2c" rel="noopener noreferrer" target="_blank">Apple</a>&nbsp;|&nbsp;<a href="https://tinyurl.com/299dedpd" rel="noopener noreferrer" target="_blank">Spotify</a>)</p><br><p>———</p><br><p>Looking for some of our favourite research tools?</p><ul><li>Download our free&nbsp;<a href="https://tinyurl.com/7k2z7ebx" rel="noopener noreferrer" target="_blank">Basics of ETF handbook</a></li><li> Or our free&nbsp;<a href="https://tinyurl.com/4zjkm3pt" rel="noopener noreferrer" target="_blank">4-step stock checklist</a></li><li> Find company information on&nbsp;<a href="https://www.tikr.com/?ref=equitymates" rel="noopener noreferrer" target="_blank">TIKR</a></li><li> Screen the market with&nbsp;<a href="https://tinyurl.com/499y9d2f" rel="noopener noreferrer" target="_blank">GuruFocus</a></li><li> Track your portfolio with&nbsp;<a href="https://tinyurl.com/28p4jukb" rel="noopener noreferrer" target="_blank">Sharesight</a></li></ul><p><br></p><p>———</p><br><p>In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.&nbsp;</p><br><p>———</p><br><p>Equity Mates Investing is a product of Equity Mates Media.&nbsp;</p><p>This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.&nbsp;Equity Mates Media operates under Australian Financial Services Licence 540697.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>