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Investing Compass

by Morningstar Australia

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Latest episodes

  • How did your portfolio perform vs. other Aussies?

    October 24, 2026 · 18 min

    We run through the results of the State of the Australian Investor - an analysis of 7.5 million trades, 90,000 investors' portfolios and a survey of 1,500 investors. You can find the PDF version of the report here, or the article…

  • We answer your questions

    October 17, 2026 · 19 min

    To celebrate the one year anniversary of Invest Your Way, we answer your questions. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and Shani For the…

  • Why Mark still chooses income investing despite its trade-offs.

    October 10, 2026 · 17 min

    There is no perfect investment strategy. Every choice comes with trade-offs and understanding them can be just as important as understanding the potential returns.Shani and Mark explore the trade-offs investors face when choosing between…

  • The 24 year old who borrowed billions to bet on AI

    October 3, 2026 · 14 min

    What happens when a 24-year-old with no investing experience raises billions of dollars, borrows even more and makes concentrated bets on the future of AI? In this episode, Mark and Shani unpack the extraordinary story of Leopold…

  • The Concorde Fallacy: Why investors hold on to bad investments

    September 26, 2026 · 15 min

    Why do investors sell investments that have gone up while holding onto investments that have fallen? Shani and Mark explore the psychology of loss aversion and how it can lead investors into two very different but equally costly…

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  • The tax trap: Why hating taxes could hurt your investment returns

    September 19, 2026 · 12 min

    Tax changes can have a big impact on investors, but what happens when the desire to minimise tax starts driving investment decisions? Shani and Mark look at the latest ETF flow data and what it might tell us about how investors are…

  • How does your wealth stack up against other Aussies?

    September 12, 2026 · 17 min

    We compare where Aussies are for traditional measures of wealth like net worth, income, savings rates and debt. Then, we compare it to the measures you should actually pay attention to. You can find the article here. Would you like more…

  • The investing rule that explains the next market crash

    September 5, 2026 · 13 min

    We run through game theory - and how investors may underappreciate the impact of expectations on investment and market performance. You can find the full article here. Would you like more free insights from Mark, Shani and the rest of the…

  • The investment that shields you from the new tax changes

    August 29, 2026 · 11 min

    We explore investment bonds - what they are, their tax advantages and the investors they may suit. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and…

  • 4 financial ratios every investor should know

    August 22, 2026 · 14 min

    Use these ratios to understand risk in your portfolio when you're conducting reviews. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and Shani For the…

  • Why a 'cheap' ETF may not actually be cheap

    August 15, 2026 · 18 min

    We take a look at what you pay for for your ETF, how not-for-profit (such as Industry Super) should not be taken at face value as 'cheapest', and what higher fees actually cost you. Would you like more free insights from Mark, Shani and…

  • Our favourite income ETF

    August 8, 2026 · 23 min

    With new tax changes getting investors interested in income investments and ETFs for tax efficiency, we combine both and talk about income ETFs. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You…

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About the show

Investing compass is brought to you by Morningstar Australia. We’ll run through the fundamentals of investing, taking a deep dive of concepts and offer practical explanations, tools and resources that will allow you to invest confidently. The information contained in this podcast is general in nature, it does not take into consideration your personal objectives, financial situation or needs. Hosted on Acast. See acast.com/privacy for more information.