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The Ideas Exchange by ASX 

Listen to our monthly podcast for investors, providing a fresh view of investing opportunities and strategies. 

About The Ideas Exchange

In our monthly podcast, the team from ASX exchanges ideas with a range of industry insiders and investment experts.

Getting down to the detail, they discuss everything from investment trends through to different ways to invest using products such as mFunds, ETFs, LICs and REITs.

Listen here or subscribe using your favourite podcast platform.

New episode! 
Investing in disruptive businesses

December 2021

Disruption has been a very popular theme with investors in 2021. We have seen a record number of investors flock to ETFs that provide exposure to disruptive themes, such as cloud computing, battery technology, hydrogen and clean energy as investors look to take advantage of some of these long term disruptive trends.

In this month’s episode Martin speaks with Alex Pollak at Loftus Peak to explore the investment case for disruptive businesses, including what type of disruptive companies Loftus Peak look out for, real life stock stories involving disruptive companies and how Loftus Peak are navigating rising inflation pressures and China’s recent crackdown on tech firms.

About our guest

Alex Pollak - With 25 years’ experience in disruptive business models gained during a career with Macquarie Bank, Alex is a Director of Loftus Peak and heads one of the best-performing teams in disruptive investment in Australia.

He was instrumental in bringing both Seek and Carsales.com.au to the Australian stock market. His deep knowledge of investment and global change companies means Loftus Peak clients are ideally placed to benefit financially from the movements in technology which are daily changing the face of markets.

About our host

Martin Dinh is the Senior Investment Product Specialist for Investment Products at ASX. He is responsible for the admission of exchange-traded products, warrants and mFunds as well as managing the exchange’s relationship with existing and prospective fund managers. 

Martin has played a key role in the growth of ASX’s Investment Product market including facilitating the admission of over 150 Investment Products since 2013.

 

More Episodes 

Next month's episode 

In next month’s episode Martin will be joined by Morgan Potter and Gordon Reid from Nine Mile Financial, one of Australia’s key market makers in the ETF ecosystem, to answer a very common question we often get from investors: who are market makers and what do they do?

Other resources

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