David Williams

David Williams

Author: Chris Judd's Talk Ya Book March 7, 2023 Duration: 21:04

On the latest episode of Talk Ya Book, Chris Judd welcomes back David Williams from Kidder Williams. David talks us through real estate agent rating platform ASX:RMY and why it could be one to watch as it expands internationally.
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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
John Forwood [not-audio_url] [/not-audio_url]

Duration: 19:41
On this week’s episode of Talk Ya Book, Chris Judd welcomes back John Forwood from Lowell Resources Funds Management. John lends us his insights into the iron ore market, the significance of China’s 20th National Congres…
Jun Bei Liu [not-audio_url] [/not-audio_url]

Duration: 16:45
On this week’s episode of Talk Ya Book, Chris Judd welcomes back Jun Bei Liu from Tribeca Investment Partners. We discuss how her long/short fund looks to find value during volatile trading conditions and talks us throug…
Tim Callan [not-audio_url] [/not-audio_url]

Duration: 14:01
On this week's episode of Talk Ya Book, Chris Judd welcomes Tim Callan from the hybrid credit fund, Pure Asset Management. Tim walks us through how his fund takes a unique approach to raising capital for clients and shar…
Romano Sala Tenna [not-audio_url] [/not-audio_url]

Duration: 17:46
On this week’s episode of Talk Ya Book, Chris Judd welcomes back Romano Sala Tenna from Katana Asset Management. We discuss how Romano is tackling these tough market conditions and get some insight into a coal stock that…
Tony Sutton and Josh Kitchen [not-audio_url] [/not-audio_url]

Duration: 14:21
On this week’s episode of Talk Ya Book, Chris Judd welcomes Tony Sutton and Josh Kitchen from Sintra Capital. The two former K2 asset managers talk us through one of their highest conviction plays at the moment, with sur…
Luke Winchester [not-audio_url] [/not-audio_url]

Duration: 25:36
On this week's episode of Talk Ya Book, Chris Judd welcomes Strawman legend and founder of Merewether Capital, Luke Winchester. Luke runs us through the "mandate" behind his micro cap fund and offers one of his favourite…
Nick Maclean [not-audio_url] [/not-audio_url]

Duration: 19:10
On this week’s episode of Talk Ya Book, Chris Judd welcomes back Nick Maclean from Surrey Asset Management. With the Aussie housing market front of mind for most investors, Nick walks us through a potentially exciting pl…
Gary Rollo [not-audio_url] [/not-audio_url]

Duration: 17:36
On this week’s episode of Talk Ya Book, Chris Judd welcomes back Gary Rollo from Montgomery Investment Management. Gary walks us through one of his favourite value picks at the moment, telecom software business Symbio Ho…
Nicholas Quinn [not-audio_url] [/not-audio_url]

Duration: 29:10
On this week’s episode of Talk Ya Book, Chris Judd welcomes back Nicholas Quinn from Spatium Capital. Nicholas shares his insights on the recent market bounce, how Russia’s impact on energy prices might persist longer th…
Harley Grosser [not-audio_url] [/not-audio_url]

Duration: 20:30
On this week’s episode of Talk Ya Book, Chris Judd welcomes back Harley Grosser from Capital H Management. Harley talks us through a position he is personally involved in, an exciting micro-cap financial services busines…