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The Sum Of It

Sharesies AU
The Sum Of It
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5 of 13
  • How will AI change investing?
    Sharesies co-CEO Sonya Williams talks to Telescope AI CEO Luke Pettit and our own CTO Richard Clark about how artificial intelligence can be applied to investing. The conversation covers recent breakthroughs that have propelled AI into the mainstream like GPT-4,  how businesses need to embrace AI, and the impact on capital markets.  You’ll also get to hear about the new Sharesies AI Search feature which helps you explore investment ideas from real-world concepts to a simple 'what if?' And it may even help with that feeling of overwhelm!   Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893). Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website. If you require financial advice, you should consider speaking with a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
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  • Taking stock of 2023 with Scott Phillips (The Motley Fool AU)
    Leighton Roberts (Sharesies) and Scott Phillips (The Motley Fool AU) dive into the biggest share market events of 2023 and what to look out for as an investor in 2024. Investing involves risk. This interview is brought to you by Sharesies AU Pty Limited, as an authorised representative of Sanlam Private Wealth Pty Limited (AFSL No. 337927). This interview is for entertainment purposes only and we don’t provide personal advice or recommendations. Information shared by speakers are their own view and not necessarily the view of Sharesies. Any information we provide is general only and current at the time written. You should consider seeking independent legal, financial, taxation or other advice when considering whether an investment is appropriate for your objectives, financial situation or needs.
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  • Passive income & life on your own terms with Glen James
    Demetria Chelepy (Sharesies) and Glen James (My Millennial Money) dig into Glen’s concept of LOOT (Life On Own Terms), and what this means for your money and investing.  Find out how to create passive income, Glen’s ‘holy trinity’ of budgeting, and tips on how to level up if you’ve been investing for a couple of years.  Investing involves risk. This interview is brought to you by Sharesies AU Pty Limited, as an authorised representative of Sanlam Private Wealth Pty Limited (AFSL No. 337927). This interview is for entertainment purposes only and we don’t provide personal advice or recommendations. Information shared by speakers are their own view and not necessarily the view of Sharesies. Any information we provide is general only and current at the time written. You should consider seeking independent legal, financial, taxation or other advice when considering whether an investment is appropriate for your objectives, financial situation or needs.
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  • How ETFs can fit in your portfolio
    In this bonus episode Brendan Doggett (Sharesies’ AU Country Manager) and Cameron Gleeson (Betashares’ Senior Investment Strategist) chat about the power of exchange-traded funds (ETFs) in preparing your portfolio for the ups and downs of the share market. Find out why people invest in ETFs, strategies for constructing your portfolio, and what the future of ETFs might hold. Investing involves risk. This event is brought to you by Sharesies AU Pty Limited, as an authorised representative of Sanlam Private Wealth Pty Limited (AFSL No. 337927). This webinar is for entertainment purposes only and we don’t provide personal advice or recommendations. Information shared by speakers are their own view and not necessarily the view of Sharesies. Any information we provide is general only and current at the time written. You should consider seeking independent legal, financial, taxation or other advice when considering whether an investment is appropriate for your objectives, financial situation or needs.
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  • Fireside chat with Jess Brady
    In a special bonus episode of The Sum of it, join us for a fireside chat with Jess Brady, financial adviser and founder of The Greenhouse and Ladies Talk Money, and Sharesies’ Senior Legal Counsel Demetria Chelepy. Jess and Demetria spoke about the impacts of the broader economy, personal goal-setting, your money mindset, and what that means for your financial future. Get insights into the decisions you need to be making now—for your financial freedom. Plus we had a great listener Q&A at the end of the webinar, find out about Rent-vesting, where to find a financial advisor and more! --- Investing involves risk. This event is brought to you by Sharesies AU Pty Limited, as an authorised representative of Sanlam Private Wealth Pty Limited (AFSL No. 337927). This webinar is for entertainment purposes only and we don’t provide personal advice or recommendations. Information shared by speakers are their own view and not necessarily the view of Sharesies. Any information we provide is general only and current at the time written. You should consider seeking independent legal, financial, taxation or other advice when considering whether an investment is appropriate for your objectives, financial situation or needs.
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About The Sum Of It

The Sum of It gives jargon-free answers to guilt-free questions. Our panel covers the concepts that can help on your investing journey—no matter how big or small the question may be. www.sharesies.com.au Investing involves risk. This channel is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure document
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