Seneca Financial Solutions

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). 

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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!

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!

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!

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!

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!

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!

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!