This week, Lawrence Lam joins us to explore the powerful role that founders play in shaping company success. We dive into the unique traits and decision-making styles that set founders apart, and how their intrinsic motivation drives long-term vision and resilience.

Lawrence unpacks the psychological side of corporate leadership, the risks that come with founder control, and why long-term incentives are essential in corporate governance.

Follow Lawrence here:

LinkedIn: https://www.linkedin.com/in/lawrence-lam-354b84bb/

Website: https://lumenaryinvest.com/

Book: https://lawrencelam.org/the-founder-effect/#buythefoundereffect

Follow Evan Here:

LinkedIn: https://www.linkedin.com/in/evan-lucas-44a25316/

Instragram: https://www.instagram.com/evanlucas_/

website: www.evanlucas.com.au

Chapters

00:00 The Fascination with Founders

02:52 The Traits of Successful Founders

05:48 The Lego Case Study: A Masterclass in Alignment

09:36 The Risks of Founder Control

12:49 Identifying Founder Narcissism

15:50 Motivation: Intrinsic vs Extrinsic

19:51 Long-Term Thinking in Corporate Leadership

23:33 Incentives for Change in Corporate Australia

26:45 A Vision for the Future

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This week, John Addis joins us to examine the state of fundamental investing in today’s markets and the growing influence of AI in analysis and research.

The rise of passive investing, the opportunities (and risks) AI presents, and the historical parallels to the dot-com bubble. John also shares why learning from mistakes is central to building resilience as an investor.

At its core, John emphasises the need for a balanced, disciplined approach to investing—and the importance of not letting worry or fear dictate financial decisions.

To follow John click here:

LinkedIn: https://www.linkedin.com/in/johnaddis/

Book: https://majorstreet.com.au/products/how-not-to-lose-1-million-br-i-small-by-john-addis-i-small

To follow Evan click here:

LinkedIn: https://www.linkedin.com/in/evan-lucas-44a25316/

Instagram: https://www.instagram.com/evanlucas_/

Website: evanlucas.com.au

Chapters

00:00 The State of Fundamental Investing

02:59 The Impact of Passive Investing

05:54 AI's Role in Market Analysis

08:56 The Dot Com Bubble and AI Hype

11:46 Australia's Economic Landscape

14:43 The Future of Australian Companies

17:43 Regulatory Challenges in Capital Markets

20:33 The Role of Superannuation in Investment

23:45 Learning from Investment Mistakes

29:38 A Day in Charge: John Addis' Vision

Hosted on Acast. See acast.com/privacy for more information.

This week, on Exchange, Belinda Allen Senior Economist at Commonwealth Bank joins us to break down the current state of the Australian economy, from the RBA’s interest rate decisions and inflation trends to shifting consumer behaviour and the hurdles facing fiscal and tax reform.

We explore what these factors mean for business investment, economic recovery, and the ongoing energy transition, as well as the pressing issue of housing affordability across different states.

Follow Belinda here:

LinkedIn: https://www.linkedin.com/in/belinda-allen-1b322134/

Website: https://www.commbank.com.au/newsroom/contributors/Belinda-Allen.html

Follow Evan here:

LinkedIn: https://www.linkedin.com/in/evan-lucas-44a25316/

Instagram: https://www.instagram.com/evanlucas_/

Website: www.evanlucas.com.au

Chapters

00:00 RBA Rate Cuts and Economic Outlook

02:53 Inflation and Consumer Behaviour

05:54 Business Investment and Economic Recovery

08:52 Fiscal Policy and Economic Reform

11:44 Tax Reform Challenges

14:49 Energy Transition and Future Investments

17:59 State Performance and Housing Affordability

20:53 Final Thoughts on Housing and Planning

Hosted on Acast. See acast.com/privacy for more information.