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The Baggers

Nick Brownlee & Tara Vallente

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Alfred Wainwright included 214 Lake District fells in his famous series of guidebooks. Now join broadcasters Nick Brownlee and Tara Vallente as they attempt to bag the lot.
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The Wainwrights: 214 peaks in the English Lake District, all of them over 1,000 feet in height. Bagging them all is a challenge which is not for the faint-hearted. You need stamina, single-minded determination…and a finely honed sense of direction. You must meet triumph and disaster and treat those two imposters just the same. And it also helps if …
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In this episode we talk with Mark Wallace, from Gold50. In an inverse to ep.33 we talk about why he left broking and corporate finance and why he wanted to run an exploration company. This is our first chat about the macroeconomic and commodity cycle and Mark talks about why he’s bullish hard assets vs fiat currency Mark also talks about the diffic…
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In this episode we talk with Matthew Baker, from Blue Ocean Equities about how markets have changed since the 1980s, but how similarly, some things still remain the same. He takes us through how he started out as a broker and how he then moved into corporate finance. Matthew explains the importance of the 'sales call', and why it is so fundamental …
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In this episode, we discuss small-cap companies' ASX listings with Andrew Whitten. We cover practical and compliance aspects, including the need for professional guidance in a highly regulated and technical environment. Our conversation explores the benefits of being a public company, coping with market challenges, raising capital, pivoting busines…
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In this episode of The Morning Bagger podcast, Co-Host of "Oh the Germanity", Kev, returns! The boys talk about whether Hockey needs a best on best tournament, the new Pekka Rinne statue in Nashville, why everyone in the Hockey world hate Fanatics and much, much more!Bởi The Morning Bagger
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In this episode of The Morning Bagger podcast, Millsy discusses the validity of the World Baseball Classic and its mercy rule. Feel good videos are all the rage online these days. Is honesty (telling refs to not call penalties) in Hockey going to far? Cartoon hockey games, goalie fights, fighting bans in the QMJHL, Carson Briere, JJ Watt wearing #9…
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In this episode of The Morning Bagger podcast, Millsy discusses the lady who thought she was going to an NBA game but ended up at a NYR game. Marchand wants nothing to do with cold weather All Star locations. Minnesota High School State tourny. Jordan Speith hits fan and makes $275k. A hot take about one of the games youngest stars.…
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In this episode of The Morning Bagger podcast, Millsy discusses the possibility (probability) of the NHL coming back to Atlanta. A couple of loose ends from the trade deadline. You should not be traveling without noise cancelling headphones, EVER! No tape on the knob of your stick is psychotic behavior and exactly what the Bruins want…
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In this episode we talk with David Williams, the founder of Kidder Williams about how he bought Tassal Group twice. He takes us through how he structured a deal to give himself a free carried upside. David also explains how investors, and more importantly CEOs should reflect on their own interests and skills so they can develop their own bags.…
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In this episode we speak to Michael D'Adamo about why oil is still important for industry despite the move towards decarbonisation. He takes us through the company and technical considerations before a company explores for oil and gas. Michael also explains a lot of the terminology in the industry as well as classifications around defining and meas…
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In this episode we speak to Glen Zurcher about why it is so important for listed companies to communicate their message effectively. We explain a wholistic approach to Investor Relations which includes creating an existence, continually educating the audience and where the message ends up. Most importantly we talk about how an understanding of IR h…
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In this episode we chat with Andre Marschke from Scintilla Capital. Scintilla is a small and nano cap focused fund that invests on the ASX with an impressive performance record and several ten baggers over the years. We discuss what to look for in a small cap and the types of people that can successfully execute. Then a few practical things like wh…
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In this episode we speak to Emilie and Cluny about the different considerations that participants on both the buy and sell side take into account when looking into a company or investment. We dig into ESG, what it means, why it matters and the performance edge when using it as a criteria for choosing investments. Cluny and Emilie also host their ow…
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This episode is all about you. Your emotions, your psychology and how important it is to manage your expectations, emotions and life - to make sure you have the best chance of succeeding in the market. We talk with Savilian about the importance of mental health and being on top of your game. He talks to us about his trading journey, struggles and t…
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In this episode we are joined by Warwick Grigor from Far East Capital. This is the second time Warwick has joined us on the show and many things have changed since our first discussion. We talk about about the goings on in the small cap resources market in 2020 and the first half of 2021, the increased number of IPOs which have recently been listin…
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In this episode of The Morning Bagger podcast, Millsy is flying solo to recap the Tampa Bay Lightning Stanley Cup win. A big day in sports keeps Millsy on the couch. Injuries Hockey players have to deal with in the playoffs and how there are always people trying to ruin everything on the internet.Bởi The Morning Bagger
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Good kicking is good football and the Blues let themselves down on this front. Game review, a close look at SPS, Setterfield, Fogarty and Martin and we discuss your Twitter questions on what we can take from the remainder of the season. --- Send in a voice message: https://podcasters.spotify.com/pod/show/the-blue-baggers-podcast/message…
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