HeyJaredBasis Points
Small improvements, compounded. That is the power of basis points. From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improvements that compound into big outcomes. Hosted on Acast.
- Indexed episodes, last 90 days
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- Sep 8, 2026
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- Jul 7, 2026
Latest episodes
How to gear inside super without property (opens the original)
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The rules around leverage have changed. So what does that mean for advisers? With residential property LRBAs no longer available inside SMSFs, instalment warrants remain one way advisers can use leverage in super. Citi Global Markets Director Elizabeth Tian and Five Financial Managing Partner and Head of Advice Jason Petersen join Ally to explain how instalment warrants actually work, where they fit compared to geared ETFs and margin loans, and the risks advisers need to consider. Plus, Jason sh
Why financial advice has an AI problem (and what actually fixes it) (opens the original)
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AI tools have had a very “superficial” impact on financial advice so far. That’s according to today’s guest Simon O’Keefe, founder and CEO of Alcova, an AI adoption and safety company for Australian wealth management firms. He believes AI can be a “big unlock” for persistent capacity constraints the industry faces. But that so far, financial advisers are using it in ways that barely scratch the surface of what the technology can do. In this episode, Simon joins Ally to explain why note-takers an
Zenith’s guide to rebuilding defensive portfolios (opens the original)
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Defensive assets are meant to be the boring part of a portfolio. Now, it’s where advisers are making some of their hardest calls. Bonds spent the past few decades earning a reputation as the go-to hedge to equities. Since 2022, that reputation has been tested, with the correlation between the two asset classes flipping to positive territory. So, are bonds broken? Are they still good diversifiers for stocks? Or do advisers need to be looking elsewhere to “ diversify their diversifiers ”? In this
From kings to catalogues: The overlooked asset class with a 600-year history (opens the original)
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Stephen Otter, Partners Group’s Global Head of Private Markets Royalties, argues that royalties are uncorrelated to markets, low volatility, an inflation hedge, and generate a predictable yield. So, it’s surprising that most investors still have zero allocation to the asset class - despite royalties being around for a good 600 years. They originated with royal families (as the name suggests), where a payment would be made to a sovereign in return for the granting of mining rights. Today, they co
Grant Hackett on resilience, tax changes and his push to quadruple adviser numbers (opens the original)
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Grant Hackett has now spent more time working in finance than he did in the pool, but he’s still best known for being one of, if not the greatest, distance swimmers Australia has ever produced. Hackett hung up his goggles in 2008 and is now the group CEO of ASX-listed Generation Development Group. In this episode of Basis Points, he takes advisers through the highs and lows of his Olympic career, his early days in business, as well as the significant shifts he believes are coming for the industr
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