Seneca Financial Solutions

Informações:

Synopsis

In a world of conflicting information and get-rich-quick ideas, where everyone is continually bidding for your attention, it can be challenging to identify the best place to invest your money. Seneca Financial Solutions CEO and Investment Advisor, Luke Laretive, is here to educate you on best principles and practice for making your money grow. You'll learn how to examine the markets, identify value in a business, how to approach investing as well as hear what goes on behind the scenes at Seneca HQ.

Episodes

  • The future of the dental industry

    29/05/2020 Duration: 28min

    Luke caught up with Lachlan Thompson, CEO of Omni Dental Laboratories.  Lachlan and Luke discuss the future of the dental industry and real world application of popular investment themes such as 3D printing and robotics.   Lachlan gives his views on listed dental business such as Pacific Smiles (PSQ) and 1300Smiles (ONT) as well as technology names such as Align Technologies (ALGN) and Straumann Holdings AG (STMN). 

  • The best and worst of the corona-crisis

    02/05/2020 Duration: 24min

    Diving into the latest market volatility, Jordan and Luke discuss which companies have performed best and worst, as well as stocks to look out for in the short-medium term. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. If you have a question, ask us for the next episode at lukel@senecafs.com.au The information in this podcast is general in nature and does not provide advice based on your personal circumstances.

  • Coronavirus: financial and economic impacts

    25/03/2020 Duration: 34min

    The complete list of effects of a global SARS-2 pandemic are unknown, but this episode provides some insights and perspectives to view the current situation as objectively as one can. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. If you have a question, ask us for the next episode at lukel@senecafs.com.au The information in this podcast is general in nature and does not provide advice based on your personal circumstances.

  • How's my portfolio? Listener Q&A

    29/02/2020 Duration: 33min

    Diving into a listener question on the asset allocation of their portfolio, Luke shares insights and advice for a 30-something to invest according to their goals. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. If you have a question, ask us for the next episode at lukel@senecafs.com.au The information in this podcast is general in nature and does not provide advice based on your personal circumstances.

  • How do company reports affect your investing decisions?

    20/02/2020 Duration: 22min

    Kicking off 2020 with a relevant discussion on reporting season and how it affects your investment decision-making.  Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. If you have a question, ask us for the next episode at lukel@senecafs.com.au The information in this podcast is general in nature and does not provide advice based on your personal circumstances.

  • A deep dive into the ASX200 + one question for your stockbroker

    04/12/2019 Duration: 28min

    Could the ASX 200 reach 8000 points this year? What is the ASX 200 really and is it even a high-grade index? Plus one important question to ask your investment advisor or stockbroker. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. If you have a question, ask us for the next episode at ll@senecafs.com.au The information in this podcast is general in nature and does not provide advice based on your personal circumstances.

  • How to analyse a private equity opportunity & behind the scenes at Seneca

    12/11/2019 Duration: 26min

    With a prospective private equity opportunity across the desk, Jordan and Luke investigate the framework of analysis and how a retail investor should approach a similar situation. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. If you have a question, ask us for the next episode at jordant@senecafs.com.au The information in this podcast is general in nature and does not provide advice based on your personal circumstances.

  • The good and the bad: NFLX, FNP, Z1P, APT, FLT, WEB

    17/10/2019 Duration: 35min

    Our thoughts on some recent big movers on the ASX and US market. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. If you have a question, ask us for the next episode at jordant@senecafs.com.au The information in this podcast is general in nature and does not provide advice based on your personal circumstances.

  • How to choose a listed investment company (LIC)

    23/09/2019 Duration: 15min

    There are more passive investment products on the stock market than there are actual companies to invest in. So how do we choose the right one to meet our objectives? Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. If you have a question, ask us for the next episode at jordant@senecafs.com.au The information in this podcast is general in nature and does not provide advice based on your personal circumstances.

  • Random thoughts on recessions and market timing

    19/09/2019 Duration: 27min

    The saying goes, "the time to buy is when there's blood in the streets." With all the fear about an imminent recession, it would be peculiar for one to actually occur. Luke and Jordan discuss market timing, the likelihood of a recession and what a market crash even means. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. As always, if you have a question, we invite you to ask us for the next episode at jordant@senecafs.com.au. Enjoy the show! The information in this podcast is general in nature and does not provide advice based on your personal circumstances.

  • Finally, some stock ideas

    09/09/2019 Duration: 24min

    The long-awaited episode where Luke shares his top investment ideas on the ASX. These great companies were first written about in Luke's weekly note on Friday 6th September. Find out why they pass the Seneca investment test and our latest thoughts on the macroeconomic environment. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. As always, if you have a question, we invite you to ask us for the next episode at jordant@senecafs.com.au. Enjoy the show!   The information in this podcast is general in nature and does not provide advice based on your personal circumstances.

  • The best time to sell your tech stock

    02/09/2019 Duration: 22min

    How do you know when to sell a stock? Whether you're following a growth strategy, play to momentum or seek quality and value, Luke shares his insights on the right time to sell a stock, whether it's price has risen or nosedived.   Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. As always, if you have a question, we invite you to ask us for the next episode at jordant@senecafs.com.au. Enjoy the show!   The information in this podcast is general in nature and does not provide advice based on your personal circumstances.

  • What is your investment philosophy?

    09/08/2019 Duration: 32min

    It is a common question which is asked in most financial circles but many are unsure of the appropriate answer despite it governing all of our investment decisions. Learn how to decide on your philosophy and design a strategy to match. A must-listen episode for anyone wanting clarity on their portfolio. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. As always, if you have a question, we invite you to ask us for the next episode at jordant@senecafs.com.au. Enjoy the show!   The information in this podcast is general in nature and does not provide advice based on your personal circumstances.

  • Health, wellness and optimal performance with Jordan Travers

    16/07/2019 Duration: 31min

    There are many parallels between managing your money and managing your health. Once again, the spotlight is on the resident health expert to deliver the most critical habits, practices and techniques for living a life of optimal wellness and performance. Find Jordan at www.jordantravers.com. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. As always, if you have a question, we invite you to ask us for the next episode at jordant@senecafs.com.au. Enjoy the show!

  • Betting against the market by going short

    18/06/2019 Duration: 28min

    With a recession somewhere on the horizon, a natural question that arises in many investors' mind is 'Should I short?' With many methods to bet against the market, Luke and Jordan discuss the hows, whos whys and whats of short selling. The information in this podcast is general in nature and does not provide advice based on your personal circumstances. Subscribe to Luke's Weekly Note at https://senecafs.com.au/subscribe/. As always, if you have a question, we invite you to ask us for the next episode at jordant@senecafs.com.au. Enjoy the show!

  • Should you start your own business?

    11/06/2019 Duration: 32min

    The most effective way to become wealthy is by owning equity. While investing in companies fulfils this task, starting a business does as well. It has never been easier to start your own company than in today's world so Luke and Jordan discuss the Seneca journey to illustrate key lessons in effective business management. Luke's Weekly Note is available at https://senecafs.com.au/blog/. As always, if you have a question, we invite you to ask us for the next episode at jordant@senecafs.com.au. Enjoy the show!

  • Sensible ways to make money out of a falling market

    04/06/2019 Duration: 31min

    Times are changing, PMI/ISM growth is negative, bond yield curves have inverted and Trump is on a tariff tear. Luke and Jordan discuss sensible ways to make money (or lose less money) out of a falling market. Learn how to use calls, puts and gold to hedge against an economic downturn. Luke's Weekly Note is available at https://senecafs.com.au/blog/. As always, if you have a question, we invite you to ask us for the next episode at jordant@senecafs.com.au. Enjoy the show!

  • Technology, futurism and ignoring the hype

    28/05/2019 Duration: 30min

    With an ever-evolving technological future, Jordan and Luke query the mindset, strategy and information necessary to navigate these murky financial waters. How do we predict the future? Where do we invest our money? How many bionic arms will I have? All these questions and more in this week's podcast. Luke's Weekly Note is available at https://senecafs.com.au/blog/. As always, if you have a question, we invite you to ask us for the next episode at jordant@senecafs.com.au. Enjoy the episode!

  • Style wars: Value vs growth

    22/05/2019 Duration: 36min

    After an insightful Weekly Note, Luke and Jordan compare and contrast the difference between value and growth stocks as well as discuss some methods to identify quality on the balance sheet. Luke's Weekly Note is available at https://senecafs.com.au/blog/. As always, if you have a question, we invite you to ask us for the next episode at jordant@senecafs.com.au. Enjoy the episode!

  • Creating rules and managing regret for successful investing

    13/05/2019 Duration: 30min

    Back for 'season two', Jordan and Luke discuss the importance of creating rules and algorithms to remove bias in decision making for stock selection. They also outline how to ensure you, as an investor, can sleep at night after losing money on the market. As always, if you have a question, we invite you to ask us a question for the next podcast at jordant@senecafs.com.au and enjoy the episode!

page 1 from 3