Brad King

Brad King

Author: Chris Judd's Talk Ya Book January 30, 2023 Duration: 13:09

On the first episode of Talk Ya Book for 2023, Chris Judd welcomes back Brad King from Armytage Private. Brad walks us though an exciting and under the radar commodity - Tin - and a small cap company he thinks is well placed to take advantage of the forecasted structural supply deficit. Proudly presented by Honan (www.honan.com.au) and Marketech (https://marketech.com.au/focus/).

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Ever wonder how the most successful investors in Australia actually think when they place a real bet? Chris Judd's Talk Ya Book Podcast pulls back the curtain on that exact moment, moving beyond theory into the concrete decisions that define a career. Each conversation is built around a single, high-conviction idea from a guest who has proven their skill in the markets. The focus isn't on hot stock tips or market predictions, but on the underlying process: how they found the opportunity, why it convinced them, and how they manage the risk. You'll hear the nuanced questions, the doubts, and the specific analysis that turns research into action. This podcast provides a rare, unfiltered look at the craft of investing, offering more substance than headline financial news. It’s for anyone interested in the discipline behind the decisions, listening as seasoned professionals talk through their reasoning in real detail. The discussions are grounded in practical experience, making complex investment concepts accessible through the lens of real-world application. Tune in to hear how Australia's best investors articulate their thesis when the stakes are genuinely high.
Author: Language: en-us Episodes: 100

Chris Judd's Talk Ya Book Podcast
Podcast Episodes
Tom Lambeth [not-audio_url] [/not-audio_url]

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On the latest episode of Talk Ya Book, Chris Judd welcomes back Tom Lambeth from VP Capital. Tom talks us through the lithium market and shares his views on an emerging battery minerals producer he feels has a lot of pot…
Emanuel Datt [not-audio_url] [/not-audio_url]

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On the latest episode of Talk Ya Book, Chris welcomes back Emanuel Datt of Datt Capital. Emanuel shares his insights on a highly active WA mineral explorer - Dreadnought Resources (ASX:DRE) and talks us through the state…
John Forwood [not-audio_url] [/not-audio_url]

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On the latest episode of Talk Ya Book, Chris Judd welcomes back John Forwood from Lowell Resources Fund. John talks us through the helium market and why it's a commodity to watch out for. We look at his stock pick, Blue…
Angelo Del Borrello [not-audio_url] [/not-audio_url]

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On the latest episode of Talk Ya Book, Chris Judd welcomes Angelo Del Borrello from Acure Asset Management. Angelo discusses why the retail and commercial property markets could be rising post pandemic and what his outlo…
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On the latest episode of Talk Ya Book, Chris Judd welcomes Rob Tucker from Chester Asset Management. Rob walks us through a fall from grace milk producer, Synlait Milk (ASX: SM1), which he believes holds solid prospects…
Scott Rundell [not-audio_url] [/not-audio_url]

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Ryan McMillan [not-audio_url] [/not-audio_url]

Duration: 18:35
On the latest episode of Talk Ya Book, Chris Judd welcomes Ryan McMillan from Merkle Tree. Ryan talks us through the recent developments in the FTX crypto scandal, the ‘crypto winter’ and the future of Bitcoin. Proudly p…
Aaron Yeoh [not-audio_url] [/not-audio_url]

Duration: 17:29
On the latest episode of Talk Ya Book, Chris Judd welcomes Aaron Yeoh from OC Funds Management. Aaron walks us through a business he believes uniquely performs well during any stage of the cycle, integrated building serv…
Anthony Doyle [not-audio_url] [/not-audio_url]

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On this week’s episode of Talk Ya Book, Chris Judd welcomes Anthony Doyle from Firetrail. Taking a break from our usual focus on Aussie small caps, Anthony walks us through a deceptively interesting play in a large Ameri…
Joseph Constable [not-audio_url] [/not-audio_url]

Duration: 17:30
On this week’s episode of Talk Ya Book, Chris Judd welcomes Joseph Constable from Hancock & Gore. Joseph’s strategy is highly concentrated and active, walking us through one of his favourite picks in Po Valley Energy (AS…