Heath Behncke

Heath Behncke

Author: Chris Judd's Talk Ya Book June 1, 2021 Duration: 33:22

In this episode of Talk Ya Book, we’re joined by Managing Director and Portfolio Manager of Holon Global Investments, Heath Behncke. Heath’s incredible career in this space lead him to starting Holon in 2018, where he has returned 32.9% p.a. since inception. We get to hear his views on portfolio management, where he believes most are “overweight the old-world and underweight the new-world,” as well as his insights on the blockchain technology behind File Coin ($FIL). Proudly presented by Spirit Technology Solutions.

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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
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