Join Munro Partners as we navigate the journey of growth investing.
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Delivering timely and thought-provoking insights for our Self-Managed Super Fund and investment clients, featuring expert perspectives from Australia's top Fund Managers and our advisers. Hosted on Acast. See acast.com/privacy for more information.
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How to Be in Love - Rylan is embarking on a mission to find love. He’s loved passionately, lost messily, and is now ready to find love once again. But what is love truly about? And how can we find it – and make it last? From a young age, we’re taught that love is the ultimate fairytale – that finding ‘the one’ will finally complete us. But is it time to look at love differently? Over 13 episodes, Rylan’s guests will help him rediscover what love is – what we should be looking for in a partne ...
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Couples counselling is not necessarily about keeping a couple together at all. All about exploring options; to help you both gain insight and understanding about self and how you do life, as an individual. Whether a Partnership or a marriage, these things are true: “Marriage is not the coming together of two people. It’s a clash of two cultures, two experiences, two memories, two habits, two morals, two values. And that is a formula for destruction” - Dr Myles Munro “[It] is [also] the place ...
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Partnerships in healthcare can bring insights and value to life science companies, and help them build trust with healthcare professionals. Most importantly of all, they can improve outcomes and experience for patients. But it takes a lot of skill to get them right. In this podcast, we'll explore what it takes to make them work. And crucially, what not to do. Getting to the Heart of Health Partnerships is for you if work in a medical or commercial role in the life sciences industry, and want ...
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Welcome to the All Things Whiskey Podcast! We devote ourselves to the discovery and exploration of all things whiskey! Come join us as we dive into the good, the bad, the budget friendly, and the rare allocated ‘unicorns’ we discover (and even occasionally give to our fans) along the way. Whether you’re an experienced connoisseur or just bought your first bottle of Jack, we have something for you.
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In this episode, Managing Partner Paul Nicol is joined by Kieran Moore, Partner & Portfolio Manager – Munro Global Growth Fund (ASX: MAET) & Munro Climate Change Leaders Fund (ASX: MCCL). Together, they delve into Munro Partners’ distinctive investment philosophy, exploring how the team identifies long-term structural growth opportunities across gl…
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Does that image of the mules describe your relationship? of course not you, but your partner! Each trying to get their needs met. Those Core Emotional Needs. Remember that Core Emotional Needs are not negotiable. They want to be met and Fight/Flight/ Freeze will play out where they have been depleted for some time. (This dynamic is all so unconscio…
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How to Be in Love: Vanessa Williams: On her three divorces, and why love is no longer her priority
38:52
38:52
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38:52With Rylan looking to find love again after experiencing the heartbreak of divorce, he turns to actor Vanessa Williams to find out if the breakdown of a marriage changes the way you view love. Vanessa discusses the lessons about love she has learnt from her three husbands, and her three divorces, and why she is celebrating her freedom and no longer…
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Repairing the Couple from conflict damage
11:55
11:55
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11:55Building new foundations for the couple: Take a look at the Different Relationship Images document attached to this Podcast. I try to bypass language as much as possible. Feelings do not always tell the truth. We can be very English. Very British! Question: "How are you today". Answer: "I'm fine thank you". Observation after the automatic response:…
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Relationship "Pinches" & "Crunches" that hurt (Part 2)
13:06
13:06
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13:06Couples counselling is not necessarily about keeping a couple together at all. All about exploring options. Also to help you both gain insight and understanding about self and how you do life, as an individual. Whether a Partnership or a marriage, these things are true: “Marriage is not the coming together of two people. It’s a clash of two culture…
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How to Be in Love: Dr Tara Swart: ‘Good chemistry’ and the science behind being in love
41:26
41:26
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41:26What rules the way we love: our heads or our hearts? And are romantic feelings little more than a set of chemical reactions in our brain? Rylan is joined by neuroscientist and best-selling author, Dr Tara Swart, to uncover the science behind being in love. Dr Tara explains how our ability to love has been embedded in our brains since the days of th…
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How to Be in Love: Calum Best: On being branded a lothario, and why he’s never truly been in love
42:42
42:42
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42:42Media personality Calum Best was branded a lothario by the tabloid press, as he enjoyed the seemingly endless fruits of the international party scene during the 2000s. But how fair was this label? And has that reputation impeded him from finding true love? Rylan speaks to Calum about dating under the glare of the spotlight and finds out if now, at …
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How to Be in Love: Tasha Ghouri: Finding love on TV, and breaking up in the public eye
41:37
41:37
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41:37Rylan is joined by model and former Strictly Come Dancing contestant Tasha Ghouri who discusses how her experience of falling in love for the first time was broadcast on TV. Tasha rose to prominence on reality TV dating show Love Island, with millions of viewers watching her fall in love with her then partner, Andrew Le Page. For over two and a hal…
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Highs and lows of the Couples relationship is a given. What impacts you, may not impact a partner and vice versa. Childhood development personality and characteristic sharping experiences, play a significant part in that process. Some partners need to take their shoes off and step into the shoes of the other partner in order to see the relationship…
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Partner choice: What don't I know? Tell me
10:01
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10:01We fall in love with 'Differenceness' and 'Sameness'. Over the years, we can become dissatisfied with the unconscious differences of a partner, that is now in the conscious. So we set about trying to change them to be more like us, since those visible and conscious differences are no longer seemingly acceptable or wanted. We consciously now only wa…
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Couples: "I chose you, then (nearly) destroyed us"
10:10
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10:10Early relationships (often with our parents) has a very powerful impact on the blueprint of partner choice. They are unconsciously looked at as being able to repair those childhood wounds. We often seek a blueprint that “fits” ours. When we meet a potential partner, we have an opportunity to re-Attach to a loved person, just like (or better than) t…
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Welcome back to All Things Whiskey Podcast! On this episode Hosts Mike Outcalt and Devin Mitchell host a super patron mega fun-time extravaganza blind tasting with Patron supporter Spencer Snell! Join us as we go through 3 blind whiskies with 2 extra special pours at the end of the episode. We have lots of fun with this tasting, share stories, and …
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Uncovering growth opportunities from San Francisco & New York
20:16
20:16
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20:16🌍✈️ Research trips are a vital part of what we do as global growth investors. We value the opportunity to travel the world and see our portfolio companies in action. In this episode, CIO Nick Griffin and Investment Analyst Nicky Sun dive into their recent research trip to San Francisco and New York. They outline some of the new ideas and innovation…
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How to Be in Love: Rebecca More: Exiting the adult entertainment industry to find love
37:56
37:56
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37:56Rylan speaks to former porn star Rebecca More about what she has learnt about love from a 15-year career in the sex industry. Rebecca reveals how heartbreak brought on a sex addiction and shares her unique insight into the secret, and somewhat shocking, desires of her former clients. Rebecca also discusses the stigma of finding love as a sex worker…
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Meet The Manager: Perpetual Asset Management
42:16
42:16
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42:16In this episode, Senior Partner Patrick Malcolm is joined by Sean Roger, Co-Portfolio Manager - Pure Equity Alpha, SHARE-PLUS Long-Short and the Perpetual Equity Investment Company (ASX:PIC). This episode delves into Perpetual’s key holdings and market exposure, exploring how the team navigates both the Australian and global investment landscapes. …
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How to Be in Love: Munroe Bergdorf: Transitioning is the biggest decision to love yourself
41:13
41:13
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41:13Rylan is joined by writer and activist Munroe Bergdorf. Growing up as a trans woman, Munroe never believed that love was possible. She speaks to Rylan about pushing the boundaries of her sexual identity and discusses how falling in love with a woman for the first time was the most unexpected, yet pivotal, moment in her own journey with love. How to…
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Investing in the global nuclear energy renaissance
19:14
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19:14In this episode, Responsible Investment Manager Mike Harut and Investment Analyst Daniel Condon sit down to explore the growing momentum behind nuclear energy. As the world seeks a source for clean baseload power, nuclear energy is back in focus with support from tech giants, major policy shifts, and new investment opportunities. Learn how Munro is…
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How to Be in Love: Philippa Perry: There is no such thing as ‘The One’
41:35
41:35
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41:35Does ‘The One’ exist? How does our childhood impact our romantic relationships? Rylan and psychotherapist Philippa Perry take a deep dive into what could be holding us back from finding long-lasting love. Philippa also shares how her husband of 33 years, the artist Grayson Perry, changed her understanding of what love could be. How to Be in Love – …
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Has the relationship passed being retrievable?
10:10
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10:10At the beginning of the couples therapy session, I like to ask a first question - 'How did you guys meet?' Telling the story will reveal the greater truth about where the couple are at in the conflict. Has the loving got snuffed out or is there a glimmer of light that may still be turned up. Is there a split agenda? Are there ulterior motives for o…
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How to Be in Love: Richard Coles: On losing the love of his life and casual roadside encounters
39:37
39:37
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39:37Rylan is joined by the writer and broadcaster Reverend Richard Coles who shares how his life, and his faith, have shaped his understanding of love. Richard discusses how he turned his back on the sex, drugs and rock and roll lifestyle and anonymous roadside romances, to follow the calling of Christ to become a vicar. He also speaks about finding th…
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Meet The Manager: Aoris International Fund
43:45
43:45
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43:45Senior Partner Patrick Malcolm is joined by Managing Director and CIO, Stephen Arnold. Together, they take a deep dive into the Aoris International Fund - exploring key portfolio holdings, market exposure, and how the team is navigating the current global investment landscape. The discussion covers Aoris' approach to portfolio construction and risk…
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How to Be in Love: Self Esteem: On bisexuality, non-monogamy, and her ‘current male lover’
39:02
39:02
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39:02Rylan is joined by musician and actor Rebecca Lucy Taylor, better known as Self Esteem. Rebecca shares her experience of being in non-monogamous relationships and pushing back against societal norms. She also discusses being bisexual and how her relationship with her ‘current male lover’ has challenged her preconceived ideas of what she wanted love…
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How to Be in Love: Stephen Fry: From 15 years of celibacy to finding love
40:57
40:57
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40:57Rylan sits down with actor, writer and President of Mind, Stephen Fry, who discusses how love has helped shaped his life. From the impossibly high standards set by his parents’ relationship, to the impact of living through the AIDS crisis, and a self-imposed 15-year stretch of celibacy. Plus, having recently celebrated 10 years of marriage, Stephen…
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When there is conflict in the couples relationship, sex and intimacy becomes the first casualty which fly out the window. It is very difficult (sometimes feels impossible) to physically touch the person with whom you are in conflict. Yet, touch is exactly what you need to do to begin to break down the walls set in place by conflict. Touch is then s…
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Navigating 2025: Markets, Trump 2.0, AI & what’s next
24:55
24:55
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24:55In this episode, CIO & Founding Partner, Nick Griffin, returns to unpack the whirlwind first half of 2025. From geopolitical uncertainty and tariff wars to the impact of Trump’s second term, Nick discusses how the Munro investment team navigated market volatility in the first few months of the year, the current portfolio positioning, and the opport…
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Rylan is embarking on a mission to find love. He's loved passionately, lost messily, and is now ready to find love once again. But what is love truly about? And how can we find it - and make it last? From a young age, we're taught that love is the ultimate fairytale - that finding 'the one' will finally complete us. But is it time to look at love d…
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Economic & Market Update with Macquarie Bank
40:09
40:09
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40:09Managing Partner Paul Nicol is joined by Gary Ding, Lead Portfolio Manager, Macquarie Bank, to provide an Economic and Market Update. Together, they discuss the current market and economic conditions, exploring the big picture and emerging trends that will have the most significant impact on the Global and Australian economies. In this episode, the…
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'I just don't get it - This thing called Marriage or Partnership'
11:49
11:49
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11:49Over 90% of couples that The Kairos Centre counsel, are in conflict because Core Emotional Needs are not being met. Some of those Core Emotional Needs are such things as lack of Security, Respect, Comfort, Affection, Respect. They are not negotiable human needs. They want to be met and we will fight/flight/freeze to get them met. We do an interesti…
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Intro to The Singles Partners Marrieds Long Time Marrieds Podcast
11:49
11:49
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11:49Here is a summary of some of the topics covered in the programme: “An Eclectic mix” of counselling and psychotherapy models. Those models include psychodynamic, Systemic, CBT, EMDR, EFT, Gottman, how the past has its tentacles in our present and is affecting our future; moving as much issues from the unseen (the unconscious); bring about change – o…
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Episode 78: Write Your Own Booker's Story Part 2
55:37
55:37
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55:37Remember way back in April of 2022 when we launched Episode 40: Write Your Own Booker's Story? Well its time for part II! If you're not familiar with Booker's, its a cask strength Bourbon from our friends over at Jim Beam. Each expression is launched quarterly and newer bottles come in a wooden box with a small card with a written story that explai…
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Join Paul Nicol (Managing Partner), Patrick Malcolm (Senior Partner), and James Malliaros (Senior Financial Planner) from GFM Wealth Advisory as they explore their top investment picks for 2025. They’ll discuss why these investments are preferred, what makes them attractive, their role in client portfolios, and the future outlook and opportunities …
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Welcome back to All Things Whiskey Podcast! On this episode hosts Mike Outcalt and Devin Mitchell sit down to taste through their favorite whiskies of 2024 including a few controversial picks. Join us as we choose and award our favorite whiskies in the following categories: Budget: Green River Rye Bourbon: split decision: Nashville Barrel Company S…
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Wrapping up for the year: The sun did shine in 2024!
34:25
34:25
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34:25In this episode of Invest in the Journey podcast, Nick Griffin explains that the investment team had a strong plan going into 2024 and how that plan played out throughout the year. He also chats through the thinking for the new year, and how the investment team are positioning the portfolios for next year. Prepared by Munro Partners, a corporate au…
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Meet The Manager: Ellerston JAADE Private Assets Fund
41:16
41:16
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41:16Managing Partner Paul Nicol is joined by Investment Directors David Leslie and Jayne Shaw to explore private asset investing. Together, they take a deep dive into the Ellerston JAADE Fund which has just passed its 5-year anniversary since inception, producing extremely impressive results. They discuss key portfolio positions, emerging investment op…
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Meet The Manager: Perpetual Pure Microcap Fund
42:55
42:55
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42:55Senior Partner Patrick Malcolm is joined by Co-Portfolio Managers Alex Patten and James Rutledge to explore the world of microcap investing. Together, they discuss key portfolio positions, emerging investment opportunities, and the broader macroeconomic landscape. Hosted on Acast. See acast.com/privacy for more information.…
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What opportunities have emerged from Nuclear SMRs?
14:15
14:15
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14:15US power demand has been a focus of discussion for the first time in 20 years, largely due to the rise in generative AI. Join two of Munro's Investment Analysts, Daniel Condon and Ben Chamberlain, as they break down the reasons they see nuclear SMRs as being a viable option to provide low-carbon emitting, stable base load power. ☢️ Prepared by Munr…
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Welcome back to All Things Whiskey Podcast! On this episode Hosts Mike Outcalt and Devin Mitchell sit down with special guest Nico Meyer the co-founder of Por Lo Bueno Mezcal. Yes, we are a Whiskey podcast, but we always love exploring new expressions and were thoroughly impressed with the entire lineup of Por Lo Bueno Mezcals. If you're a whiskey …
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Exploring investment opportunities: Nick Griffin's US research trip
33:28
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33:28What do self-driving cars, Jensen Huang, McDonald's drive-through and Mark Zuckerberg all have in common? Nick Griffin talks about their impact on growth investing in the latest episode of our Invest in the Journey Podcast. Join us for this episode with Founding Partner and CIO Nick Griffin, who gives us the rundown of his recent research trip to t…
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Episode 75: American Woman Spirits Company
1:05:33
1:05:33
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1:05:33Welcome back to All Things Whiskey Podcast! On this episode Hosts Mike Outcalt and Devin Mitchel sit down with special guests from American Woman Spirits Company out of Steamboat Colorado to discuss their lineup of whiskies and tequilas. Join us for a great interview with Owner John Lupori and Part-Owner, Brand Ambassador, and Advisory Board Member…
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Part Two - The breakdown on Q2 Earnings Season: the team talk Nvidia, Microsoft, Novo Nordisk and many other portfolio holdings
27:32
27:32
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27:32In part two of the Q2 Earnings season series, Investment Analysts Daniel Condon, Jean Huang and Nicky Sun discuss the results of companies within our High Performance Computing, Digital Enterprise and Innovative Health Areas of Interest - some of the largest holdings in our portfolios today. Tune in to see how names such as Nvidia, Microsoft and No…
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Episode 74: Green River Full Proof, Bardstown Amrut, and Nashville Barrel Company
1:18:17
1:18:17
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1:18:17Welcome back to All Things Whiskey Podcast! On this episode Hosts Mike Outcalt and Devin Mitchell dust off the microphones to catch up on life and taste through a delicious whiskey lineup featuring: Green River Full Proof - a blend of 5 to 7 year old barrels proofed at 117.3 Sunny B - an 8 year old Nashville Barrel Company Single Barrel Bardstown B…
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Part One - The breakdown on Q2 Earnings Season: the team talk On Running, SharkNinja, AXON and other portfolio holdings
28:13
28:13
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28:13In this episode of Invest in the Journey, Investment Analysts Daniel Condon and Ben Chamberlain discuss the Q2 Earnings Season. This is part one of a two part series that dives into some of the stocks in the Munro universe. Get ready for insights and statistics, as Dan and Ben talk through the latest trends and innovations within these companies li…
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How to Be in the Spotlight: Francis Bourgeois – On viral fame and dealing with criticism
37:51
37:51
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37:51Rylan is joined by trainspotter Francis Bourgeois to discuss becoming an overnight internet sensation. Francis tells Rylan about his tricky teenage years and growing up as an outsider, confronting accusations that his train persona is “fake”, and trainspotting with Joe Jonas. Rylan explores the good, the bad and the ugly of being thrust into the sp…
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How to Be in the Spotlight: Ekin-Su - Navigating fame and the personal impact of reality TV
38:51
38:51
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38:51Rylan is joined by Love Island winner Ekin-Su to discuss her mixed experiences in the spotlight. Ekin tells Rylan about her high-profile break-up with Love Island boyfriend Davide, her fall from grace after appearing on Celebrity Big Brother, and the psychological damage of reality TV. Rylan explores the good, the bad and the ugly of being thrust i…
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How to Be in the Spotlight: Will Young - Leaving Strictly and homophobia in the music industry
38:55
38:55
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38:55Rylan speaks to pop sensation Will Young about life in the spotlight. Will discusses facing homophobia in the music industry, his experience on Strictly and facing mental health struggles in the public eye. Rylan explores the good, the bad and the ugly of being thrust into the spotlight - with those who've lived to tell the tale. Host: RylanAssista…
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How to Be in the Spotlight: Big Zuu - On classism in TV and stealing delivery food
33:58
33:58
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33:58Rylan sits down with Big Zuu to talk about his unique rise to fame - from rapper extraordinaire to double BAFTA award-winning TV presenter. They discuss making grime mainstream alongside Stormzy, Dave and AJ Tracey, his viral BAFTA acceptance speech for 'Big Zuu's Big Eats' and dealing with classicism in the TV industry. Rylan explores the good, th…
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How to Be in the Spotlight: Matt Goss - On Brosmania and fans under the bed
29:27
29:27
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29:27Rylan is joined by singer and frontman of iconic 80s band, Bros, Matt Goss. With fedora in place, Matt and Rylan chat about finding fans under the bed at the height of Brosmania, having an 11 year-long Las Vegas residency, and wanting to reconcile with his brother and bandmate, Luke. Rylan explores the good, the bad and the ugly of being thrust int…
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As part of the Stock Story Series, Investment Analyst Daniel Condon, walks us through GE Vernova, the Massachusetts-based energy equipment manufacturing and services company. GEV is working to accelerate the path towards more reliable, affordable, and sustainable energy. munropartners.com.au Prepared by Munro Partners, a corporate authorised repres…
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How to Be in the Spotlight: Charlotte Church – Being a child star and weird fan encounters
39:14
39:14
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39:14Rylan is joined by singer and host of ‘Kicking Back with The Cardiffians’ Charlotte Church to discuss her mixed experiences in the spotlight. Charlotte tells Rylan about growing up as a child star and singing for the Pope as a 12-year-old, press intrusion in her rebellious years, and being accused of anti-Semitism. Rylan explores the good, the bad …
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The Stock Story Series: ASM International
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10:15As part of the Stock Story Series, Investment Analyst Dan Condon, explains how ASM International is building machines that make it possible to produce even smaller chips. Find out how they’re crafting the future and enabling the AI phenomenon. munropartners.com.au Prepared by Munro Partners, a corporate authorised representative of Munro Asset Mana…
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