Margin Call is an exciting new podcast series that gives you behind-the-scenes access to the ups and downs of working in the Forex/CFD industry. We interview the people that keep the show on the road. This series is guest-hosted by Jordan Michaelides and produced by the team at Neuralle Media.
Roger Montgomery is the Founder and CIO of Montgomery Investment Management and Author of value investing book, Value.able.
Roger’s nous in value investing and online trading sees himself and his team regularly in the media and press, including The Australian, The Herald Sun and Money magazine.
Some of the topics we covered in this episode include:
Alex Saunders who is affectionately known as “Nugget”, is one of Australia’s foremost market commentators and educators in the digital asset space.
The second time on the show, Alex’s commentary is more important than ever during these unusual times.
Some of the topics we covered in this episode include:
Callam Pickering is an APAC economist at Indeed, providing labour market insight within Australia.
Callam has extensive knowledge into the Australian economy, having worked at organisations such as the RBA and Business Spectator.
Some of the topics we covered include:
Martin North (LinkedIn) is the Principal of Digital Finance Analytics, a boutique research, analysis and consulting firm, who runs regular commentaries on his Walk the World YouTube channel.
As a previous guest to Margin Call (Season 2, Episode 6), we thought it was important to gain his insight and opinion into the economy, particularly during a pandemic.
Some of the topics we covered include:
Tim Dickinson (LinkedIn) is the General Manager of Platform at Assembly Payments.
Assembly is one of Australia’s fastest-growing fin-tech companies that offers a payment platform for marketplaces, platforms and banks, partnering with the likes of Zip Pay, Hipages, and Coin Spot.
Some of the topics we covered include:
Evan Lucas (LinkedIn) Chief Market Strategist at InvestSMART, Market Commentator, and Founder of The Lucas Review.
Having gained experience at a number of top-tier global institutions, Evan is naturally a specialist at markets analysis.
Some of the topics we covered include:
Brendan Malone (LinkedIn) is the COO of Raiz – a micro-investing and savings app with over $300M of FUM and 600k users. Brendan has also held roles at organisations such as Royal Bank of Scotland and ABN AMRO.
Some of the topics we covered include:
Simon Pressley (LinkedIn) is the Managing Director of Propertyology, Australian (REIA) Real Estate Hall of Famer and graduate of the Australian Institute of Company Directors.
Simon regularly shares property investing insights with the media, regularly visiting Your Money, Domain, Realestate.com.au, and Sky News Real Estate.
Some of the topics we covered include:
Julia Lee (Twitter) is the Founder and Chief Investment Officer of Burman Invest.
With 20 years of experience in financial markets, Julia is one of Australia’s best-known financial experts in providing financial commentary to Sky News, Bloomberg and CNBC, just to name a few.
Some of the topics covered in this episode include:
Samuel Junghenn (LinkedIn) is the Founder & CEO of Symbiosis Capital – a Forex trading company that uses its technology to empower Social Enterprises, Charities and Impact Funds with high yielding investments so they can change even more lives.
Samuel shares some interesting insights and unbelievable stories. Some of the topics we covered include:
Boris Schlossberg is the Managing Director of FX Strategy for BK Asset Management and Co-Founder of BKForex.com. Boris is also the Author of Millionaire Traders and Beginner Technical Analysis of the Currency Market.
Boris is a leading foreign exchange expert with more than three decades of experience in the financial market. In this episode we covered:
Dr Harry Stanton is a clinical psychologist and author of over 9 books and 250+ articles.
With a focus on psychology in trading, Harry gives a different perspective on trading commentary that is unique to the industry.
Some of the topics we covered include:
Haim Bodek is a famed HFT leader & SEC Whistleblower who’s worked at organisations such as Hull, Goldman and UBS. Haim has also created his own businesses in Trading Machines, Hyperion Decimus and Decimus Capital to the market in the last decade.
Mark Austin (LinkedIn) is the Co-Founder of Magnetic Trading, a trading coaching and services business. With experience across prime institutions such as The Royal Bank of Canada and EFG, Mark’s unique insights have helped many discover what it takes to trade with a principled approach.
Chris Tate is an Author, Trading Mentor, Co-Founder of (Trading Game), and Founder of Talking Trading. With a penchant for applying the scientific method to most elements of life, Chris (along with his co-founder Louise) is one of the longest standing mentors in the trading business – weathering all the fads that have passed through the industry.
And don’t forget to pick up your free trading plan template from Chris’s website – tradinggame.com.au. It will help you trade like a professional, and give you the focus you need to excel in the markets.
Louise Bedford is an Author, Trading Mentor, Co-Founder of (Trading Game), and Founder of Talking Trading. With a penchant for psychology and mindset, Louise is one of the longest standing mentors in the trading business – weathering all the fads that have passed through the industry.
Chris Gore (LinkedIn) is Alphates’ CEO, Company Secretary and Responsible Manager for their AFSL licence. He’s a long-serving staff member at Alphates and an industry veteran in the Forex operations and commentary business, with at least 10 years’ experience.
Chris is most known for showing a level-headed approach to a market that often opts for scuttlebutt and hearsay.
Vee Leung Phan (@TrackRecordAsia) is the Founder of TrackRecord Asia and former Head of Trading across multiple divisions for Deutsche Bank and Morgan Stanley.
TrackRecord Asia is a financial training academy for trading teams in banks and professional traders – designed to teach you the frameworks learnt in his days across first-class institutions.
Martin North is the Principal of Digital Finance Analytics, a boutique research, analysis and consulting firm. This former consultant of Booz Allen & Fujitsu Australia pedigree is well known for his level-headed approach to financial markets & the economy.
His Walk The World channel on YouTube is a must for astute economy watchers in Australia. While his commentary is highly regarded across mainstream media such as the AFR, Sydney Morning Herald, the ABC, 9News and many more.
Holding over 11 years of experience as both a trader and educator, Craig has always been the type to distil noise into digestible information.
He is one of the most original & astute Australian commentators from the early days of the industry and with that comes a wealth of market experience.
Well known for his institutional background, Craig has helped many in the crypto space navigate this fascinating new world with a framework that can be applied to all asset classes.
Daryl Guppy is the founder of GuppyTraders.com, Commentator for CNBC Asia, Author of multiple books on trading including Share Trading, Bear Trading and Trading Asian Shares.
He is one of the most original & astute Australian commentators from the early days of the industry and with that comes a wealth of market experience.
Rupert Hackett is the Co-Founder and Advisor at Caleb & Brown, while also a Director at ADCA (Australia Digital Commerce Association)
Caleb & Brown is Australia’s first cryptocurrency brokerage, and Rupert is undoubtedly one of the best minds when it comes to local industry governance in Australia.
This was a great chat on the developments in the world of cryptocurrency on the client side on the business.
Damien Loh is the Chief Investment Officer of Ensemble Capital, and former Executive Director at J.P. Morgan Singapore.
Ensemble Capital is a fund manager focused on global absolute returns, through an AI & human investing approach in Singapore.
Damien is a super fascinating guy with a long career ahead of him in this new world of AI-driven investments.
Alex Saunders who is affectionately known as “Nugget”, is one of Australia’s foremost market commentators and educators in the digital asset space.
The Founder of popular media and education in Nuggets News, Alex’s passion for crypto was born from a frustration of traditional financial markets that many first adopters feel in this space.
His education has allowed many traders to steer clear of scams in the industry, focusing instead on developing a framework and community that centres on high-value projects.
Chris Gore (Linkedin) is the CEO of Alphates, Company Secretary and Responsible Manager for their AFSL licence. He’s a long-serving staff member at Alphates and an industry veteran in the OTC Derivatives market and commentary business, with over a decade of experience.
Chris is most known for showing a level-headed approach in an often unsettled industry.
Quinn Perrott (Linkedin) is the Co-Founder & General Manager of TRAction Fintech, a regulatory technology business. Quinn has been a long time operator in the Retail Forex space, whether it’s running leading businesses like City Index and AxiTrader, or deciding to create a business in the niche space of regulatory technology.
He has a unique perspective as a long time operator, with his knowledge helping average traders to understand the market and industry participants to better understand their business.
Adam Taylor (Linkedin) is a Director of Alphates London. Adam has a brilliant ability to see patterns, whether it’s playing Chess, or using Point & Figure Analysis to better understand the sentiment in the market.
This chat was a great insight into what makes a Alphates London Director tick, plus how things are looking within the UK.
Sophie Gerber (Linkedin) is a leader in the space of legal & compliance in the finance industry within Australia, publishing regularly across the industry. The breadth of both business, whether it’s Sophie Grace or TRAction FinTech, clearly highlight the array of Sophie’s knowledge. Her blog posts are quite brilliant in their ability to sort through the weeds that must exist within this space.
Karen Wong (Linkedin) is a private FX & Equities Trader, Sydney Chapter Secretary of the Australian Technical Analysts Association and technical contributor for Guppytraders.com.
Karen’s entire career has been focused on private trading primarily across equity markets. Her technical analysis is regularly used to help the community pursue the development of this speciality, particularly with her engagement in the Sydney ATAA chapter.
Andrea Marani (Linkedin) is the CEO of OpenMarkets and longtime operator in the financial services space. A South African at heart, the now Aussie financial operator has many runs on the board with organisations like Investec, Rabobank, Shaw & Partners, plus Global Trader. OpenMarkets is a Digital Trading Platform that provides clients with direct access to markets via a range of digital technologies.
Khim Khor (Linkedin) is Alphates’ COO and Executive Director. He started out as a Sales Manager for the Asia business, when this demographic was just opening up for the CFD/Forex industry. Five years later he stands as COO and is an integral part of the Alphates team with a unique and innovative perspective on Asia. As a lifelong student of Economics, Khim has always had a penchant for understanding how markets work.
David Hall (Linkedin) is the Co-Founder of Tapaas and former Principal Architect across numerous financial institutions including Westpac, Macquarie Bank and Citigroup. David made his way into the industry through a unique opportunity at Salomon Brothers, an organisation that had a lasting impact on David. Twenty years later, and many runs on the board with institutions as a financial systems architect, David now runs his own business – Tapaas.
Tapaas is an analytics platform that accelerates profit from insights for finance markets enterprises. The platform provides analytical power to growing companies, that was only previously available to the premier financial institutions that David used to work for.
Tom Williams (@TomW_) is the Alphates Head of Trading. He started out as a dealer and broker in the excitement-driven city of London across equities, fixed income and foreign exchange. Learning the technical aspects of what is now a software-driven business has allowed Tom to lead all trading operations at Alphates, literally keeping the show on the road. Old Scouse loves a laugh and a pint and is always affable enough to show you the bright side of life (as Monty Python says).
Vee Leung Phan (@TrackRecordAsia) is the Founder of TrackRecord Asia and former Head of Trading across multiple divisions for Deutsche Bank and Morgan Stanley. Vee made his way into the industry by chance, after realising there was no real opportunity back home during the 1997 Asia Financial Crisis. Fast forward 13+ years and Vee had co-founded a hedge fund, run multiple divisions for both Deutsche Bank and Morgan Stanley, and co-founded a machine learning tech startup.
TrackRecord Asia is a financial training academy for trading teams in banks and professional traders – designed to teach you the frameworks learnt in his days across first-class institutions.
Provide feedback about this episode to enter the chance to win a copy of Vee’s recommended trading book “The Next Perfect Trade”, autographed by author Alex Gurevich, as well as prizes worth up to US$300! Submit your feedback here: https://trackrecordasia.com/podcast.