Podcast

In this episode, Firetrail Managing Director Patrick Hodgens and Product Specialist Catie Ryan unpack why the traditional promises of passive investing are breaking down, how index concentration and mechanical flows are distorting prices, and where genuinely active managers still have an edge.

In this episode, Firetrail High Conviction Fund Portfolio Manager Scott Olsson joins product specialist Ben West and tells us what he thinks really matters for MQG’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.

In this episode, Firetrail Australian High Conviction Analyst Oscar Gee joins product specialist Catie Ryan and tells us what he thinks really matters for Virgin's earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.

In this episode, Firetrail S3 Global Opportunities Fund Portfolio Manager James Miller joins product specialist Ben West and tells us what he thinks really matters for CATL’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.

In this episode, global equities analyst Sophie Carran joins Catie Ryan and tells us what she thinks really matters for Service Now's earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.

In this episode, Firetrail Australian High Conviction Analyst David Glasser joins product specialist Ben West and tells us what he thinks really matters for DGT’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.

In this episode, Firetrail S3 Global Opportunities Fund Portfolio Manager Justin Gray joins product specialist Catie Ryan and tells us what he thinks really matters for AMD’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.

Baby Bunting Group (BBN) is Australia’s largest specialty maternity and baby retailer, with 75 stores across Australia and New Zealand. In this episode, Firetrail Australian Small Companies Fund Analyst Carta Ryan joins product specialist Ben West and tells us what she thinks really matters for BBN’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.

In this special edition of the Firetrail Equity Edge podcast, Catie Ryan is joined by Eleanor Swanson, Co-Portfolio Manager of the Firetrail Australian Small Companies Fund, and Blake Henricks, Co-Portfolio Manager of the Firetrail Australian High Conviction Fund.

In this episode, Firetrail S3 Global Opportunities Fund Portfolio Manager James Miller joins product specialist Ben West and tells us what he thinks really matters for TSMC’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.