Tom Lambeth is this week’s guest for Masters of the Market, proudly sponsored by AIA Health (http://aia.com.au). Tom is a co-founder and portfolio manager at VP Capital. His stock picks and market insights have earned him a regular spot on the Talk Ya Book series and we take this opportunity to discuss the portfolio construction strategies of his fund.

Tom Lambeth is this week&rsquo;s guest for Masters of the Market, proudly sponsored by AIA Health (<a dir="auto" href="https://www.youtube.com/redirect?q=http%3A%2F%2Faia.com.au&amp;redir_token=QUFFLUhqbGt0MEpfdGllTGtCN0ZRdDJpMWRGMHpudVRtQXxBQ3Jtc0tsbjMzVHRIVGN4ZlJHVGFoZ0hoLXEzeGVVREhpeFE3SkFtMnR6UGNkbFVVU19zMG9wbFlNZGJUUzk5OE5BTHdVMm5ZODh6WG9pci13V1NKSXAxalVWUGhMY3UxVkZRMnUzMzJpTUJhNkdKVWg3Y19IZw%3D%3D&amp;v=FOUZHFnOMhE&amp;event=video_description">http://aia.com.au</a>). Tom is a co-founder and portfolio manager at VP Capital. His stock picks and market insights have earned him a regular spot on the Talk Ya Book series and we take this opportunity to discuss the portfolio construction strategies of his fund.

A podcast giving everyday investors access to the best and brightest minds in the Australian investing landscape.

Chris Judd's Masters Of The Market

Tom Lambeth

This week on Masters of the Market we’re joined by the founder of Reminiscent Capital, David Adams. Coming from a ‘traditional’ background in financial markets, David shares his unique insights into the Crypto space, looking at it from the perspective of a macro focussed fund manager. Proudly sponsored by AIA Health. 

This week on Masters of the Market we&rsquo;re joined by the founder of Reminiscent Capital, David Adams. Coming from a &lsquo;traditional&rsquo; background in financial markets, David shares his unique insights into the Crypto space, looking at it from the perspective of a macro focussed fund manager. Proudly sponsored by AIA Health.&nbsp;

David Adams

This week on Masters of the Market we’re joined by the founder of Minack Advisors, Gerard Minack. We get to hear some of his incredible insight on the future balance of fiscal and monetary policy, China’s recent crackdown on their own tech firms and what that tells us about their economic priorities, as well as his view on on the inflation v deflation debate. Proudly sponsored by AIA Health. 

This week on Masters of the Market we&rsquo;re joined by the founder of Minack Advisors, Gerard Minack. We get to hear some of his incredible insight on the future balance of fiscal and monetary policy, China&rsquo;s recent crackdown on their own tech firms and what that tells us about their economic priorities, as well as his view on on the inflation v deflation debate. Proudly sponsored by AIA Health.&nbsp;

Gerard Minack

This week on Masters of the Market we’re joined by Portfolio Manager of Airlie Funds Management, Matt Williams. We get to hear his views on finding your investment niche, the importance of trading with conviction, and how founder-led businesses tend to outperform. Proudly sponsored by AIA Health (http://aia.com.au​).

This week on Masters of the Market we&rsquo;re joined by Portfolio Manager of Airlie Funds Management, Matt Williams. We get to hear his views on finding your investment niche, the importance of trading with conviction, and how founder-led businesses tend to outperform. Proudly sponsored by AIA Health (<a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbmZFQnk4X25YR1FkSlpOekhFRGVXaDJWQ2F6QXxBQ3Jtc0treWhvVUx6WDQ5TVE4QVYxVWlEVkFxRFEyeEg3Z3dHeVVIRTJFWVFnWmg1ZWRBSXZmTy1ZUU5ZbkE5a2xtbGNGeFFVNGxXQjd6Z2tJVWJHSGlKSXA2VWZMU25xWGRldUZhM0U4OU1yNEtsb0xrYTZ1aw&amp;q=http%3A%2F%2Faia.com.au">http://aia.com.au</a>​).

Tom Lambeth

In 1 playlist(s)

Chris Judd's Masters Of The Market

Social links

Follow podcast

Recent clips