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

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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

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This week, Joseph Healy, co-founder of Judo Bank, joins us to explore the enduring relevance of Adam Smith’s economic principles in today’s Australia.

We dive into the often-overlooked connection between economics and morality, the role of education in driving equality and productivity, and why businesses must start viewing employees as long-term assets, not just costs.

Joseph also shares his concerns about the profit-driven direction of universities, the challenges within our current education system, and how Smith’s thinking can help rebalance economic priorities with societal responsibility.

It’s a powerful reminder that good economics starts with good values

Follow Joesph here:

LinkedIn: https://www.linkedin.com/in/joseph-healy-6638974b/

Book: https://majorstreet.com.au/collections/new-release/products/what-would-adam-smith-make-of-modern-australia-br-i-small-by-joseph-healy-i-small

Follow Evan here:

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

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

website: https://evanlucas.com.au/

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

This week, Rebecca Maher CEO & Founder, My Money Circle joins us to challenge the way we think about money. From her unexpected path into finance to her work in financial coaching, Rebecca dives into the real, human side of money how we behave, what we fear, and why it's rarely just about numbers.

We explore Australia’s money culture, the rise of DIY finance, and why we need to be define wealth beyond just dollars in the bank. Rebecca also shares why embedding financial support into everyday systems could be the key to helping more people feel confident and in control.

Follow Rebecca here:

LinkedIn: https://www.linkedin.com/in/rebecca-maher/

Website: https://www.mymoneycircle.au/

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 Rebecca's Journey into Money Management

03:38 The Behavioural Aspects of Money

14:27 The Shift Towards DIY Finance

16:54 Understanding Wealth Beyond Capital

29:48 A Vision for Financial Support in Australia

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This week, Alan Oster, former Group Chief Economist at NAB, joins Exchanges to unpack the Reserve Bank’s latest interest rate decision and what it signals for the broader economy.

We dive into the housing market, cost of living crisis, and the pressing need for structural reform particularly in taxation and housing supply.

Alan also shares insights on the economic role of superannuation, strategies to boost productivity, and how Australia can position itself for stronger, more inclusive growth.

It’s a timely and practical conversation on the forces shaping our economic future.

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

This week, Michael Masterson Co-founder of Intrinsika joins us to explore the concept of intrinsic value and why understanding a company’s intrinsic assets is critical for long-term growth and sustainability.

Michael unpacks his 90-9-1 rule for evaluating value, the role of boards in driving innovation, and the challenges of preserving founder energy as businesses mature.

Get your pens and notebooks out for this one it’s an amazing episode

To follow Michael click here

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

Website: https://www.intrinsika.com/

To follow Evan click here:

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

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

Website: https://evanlucas.com.au/

Chapters

00:00 Understanding Intrinsic Value

04:55 The Concept of Intrinsic Assets

08:53 Evaluating Company Value: The 90-9-1 Rule

14:57 The Role of Boards in Business Growth

20:21 Innovation and Risk in Business

30:06 Maintaining Founder Value in Established Companies

32:13 Transforming Education for Future Entrepreneurs

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This week on Exchanges, the brilliant Tim Loh, Assistant Commissioner of the Australian Taxation Office. But this isn’t an Exchange on tax, Tim has joined me to share his personal journey from introverted public speaker to media spokesperson and senior leader. Tim opens up about overcoming the challenges of public speaking, managing imposter syndrome, and the importance of authenticity in leadership.

We discuss workplace culture, the need for work-life balance to avoid burnout, and how small, consistent actions can build lasting confidence. Tim also reflects on resilience in the face of criticism and how he leads teams with clarity, empathy, and purpose.

To Follow Tim Click Here:

LinkedIn: https://www.linkedin.com/in/tim-loh-632a7919/

Website: https://www.timloh.com.au/

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

To Follow Evan Click Here:

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

Website: evanlucas.com.au

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

Chapters

00:00 Navigating the Media Landscape

02:52 Leadership Insights and Authenticity

05:56 The Power of Three: Communication Tools

08:57 Confronting Imposter Syndrome

11:43 Burnout and Work-Life Balance

14:58 The Impact of COVID on Work Culture

17:50 Managing Hybrid Work Environments

20:45 Building Confidence Through Action

23:47 Resilience in the Face of Criticism

27:00 A Day in Charge: Spreading Kindness

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