INSight #325 with Ben Preston from Orbis Investments
Ben Preston from Orbis Investments speaks to James Dunn from The Inside Network on the world changing.
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Monday 4th March 2024
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Reflexivity and the risk of market feedback loops
In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions
Daily Market Update: 27 February 2026
ASX (ASX:XJO) extends record run as Nvidia lifts tech; BHP (ASX:BHP) hits best-ever close The Australian sharemarket extended its record-breaking run on...
Daily Market Update: 13 March 2026
Australian market sell-off amid oil shock The S&P/ASX 200 Index (ASX: XJO) fell 114.50 points to 8,629, wiping roughly $40 billion from the Australian...
Daily Market Update: 8 January 2026
ASX rises as inflation eases and mining gains momentumThe Australian share market posted modest gains on Wednesday, buoyed by a softer-than-expected inflation...
The PE puzzle with Nick Miller from Fortitude Investment Partners
Private equity has been a consistent force in the private capital arena as both a source of capital for companies and returns for investors. Tahn Sharpe...
Private equity, systemic risk and the ASX becoming un-investable with Ross Barry from Roc Partners
Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...
Compliance matters with Sean Graham from Assured Support
Tahn Sharpe sits down with compliance expert Sean Graham from Assured Support to talk about all things documentation and the current regulatory landscape for...
Cycles, thematics and conviction in commercial property with Damian Collins from Westbridge Funds Management
In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing...