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The Active Investor Podcast w/SGH
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July 2026: More Hawks than Doves.
Episode #15 of The Active Investor with SGH dives into the September 2025 reporting season – record volatility, small-cap strength, and the widening gap between domestic defensives and global cyclicals.…Brent Tuckerman9 July, 2026June 2026: From the Three Bears to Goldilocks
Episode #15 of The Active Investor with SGH dives into the September 2025 reporting season – record volatility, small-cap strength, and the widening gap between domestic defensives and global cyclicals.…Brent Tuckerman4 June, 2026May 2026: Climbing the wall of worry
Episode #15 of The Active Investor with SGH dives into the September 2025 reporting season – record volatility, small-cap strength, and the widening gap between domestic defensives and global cyclicals.…Brent Tuckerman4 May, 2026April 2026: Turmoil in the markets
Episode #15 of The Active Investor with SGH dives into the September 2025 reporting season – record volatility, small-cap strength, and the widening gap between domestic defensives and global cyclicals.…Brent Tuckerman13 April, 2026February 2026: You can’t make this stuff up!
Episode #15 of The Active Investor with SGH dives into the September 2025 reporting season – record volatility, small-cap strength, and the widening gap between domestic defensives and global cyclicals.…Brent Tuckerman10 February, 2026February 2026: Pre-reporting season overview
Episode #15 of The Active Investor with SGH dives into the September 2025 reporting season – record volatility, small-cap strength, and the widening gap between domestic defensives and global cyclicals.…Brent Tuckerman5 February, 2026November 2025: AI, Stablecoins & Small Companies
Episode #15 of The Active Investor with SGH dives into the September 2025 reporting season – record volatility, small-cap strength, and the widening gap between domestic defensives and global cyclicals.…Brent Tuckerman1 December, 2025October 2025: Reluctant Bulls and Rising Bots.
Episode #15 of The Active Investor with SGH dives into the September 2025 reporting season – record volatility, small-cap strength, and the widening gap between domestic defensives and global cyclicals.…Brent Tuckerman7 November, 2025September 2025: Sticky inflation – tricky situation!
Episode #15 of The Active Investor with SGH dives into the September 2025 reporting season – record volatility, small-cap strength, and the widening gap between domestic defensives and global cyclicals.…Brent Tuckerman9 October, 2025September 2025 reporting season rundown
Episode #15 of The Active Investor with SGH dives into the September 2025 reporting season – record volatility, small-cap strength, and the widening gap between domestic defensives and global cyclicals.…Brent Tuckerman10 September, 2025August 2025: Powell’s pivot & US housing under pressure
In episode #14 of The Active Investor with SGH – August 2025: Powell’s pivot & US housing under pressure – Steve Hiscock and Rob Hogg explore Jerome Powell’s dovish Jackson…Brent Tuckerman4 September, 2025July 2025: No panic, no cuts – just GENIUS
In episode #13 of The Active Investor with SGH, Steve Hiscock and Rob Hogg explore July’s market calm, the passing of the GENIUS Act, and why investors remain cautious in…Brent Tuckerman8 August, 2025April recap: Volatility reigns supreme
Steve Hiscock and Rob Hogg discuss the impact of Trump's tariffs, bond market turmoil, and what April volatility means for markets, rates and investors.Brent Tuckerman7 August, 2025May markets & the rise of TACO
In Episode #11, Steve Hiscock and Rob Hogg unpack May’s market rally, the influence of “TACO” – Trump Always Chickens Out – and what it means for investors.Brent Tuckerman7 August, 2025June 2025: A Big Beautiful Market Review
In episode #12 of The Active Investor with SGH, Steve Hiscock and Rob Hogg discuss the market’s surprising calm in June, shifting rate expectations, and the potential impact of the…Brent Tuckerman7 August, 2025Market update: What on earth is going on?
Market update: Steve Hiscock and Rob Hogg unpack sentiment shocks, tariff turmoil, and why Australia may be better positioned than most.Brent Tuckerman17 April, 2025Tariffs, Tipping Points and Butterfly Effects: Trade Turbulence Hits Global Markets
Episode 7 of The Active Investor w/SGH: Tariffs spark global market volatility as equity sentiment shifts. Explore impacts on Australia, China, and investor outlook in this SGH market update.Brent Tuckerman7 April, 2025No surprise that the FOMC left the target rate unchanged at its March meeting
The FOMC left target rate unchanged, slows Quantitative Tightening maintains rate projections, and revises economic forecasts. Market reaction: bond rally, USD softens, equities rise. Could Fed cuts be delayed? Insights…Brent Tuckerman1 April, 2025The Active Investor: Inside $90bn under management: Where LaSalle Allocates in Global Property?
In this episode, out SGH Individual Portfolios team discuss the latest Reserve Bank of Australia (RBA) decision, market reactions, and how portfolios are positioned in response to these economic shifts.…Brent Tuckerman24 March, 2025From Valuations to Volatility – Breaking Down the ASX Reporting Season and What Comes Next?
Explore key takeaways from the ASX February reporting season. SGH breaks down sector trends, fund positioning & high-conviction stock insights for 2025.Brent Tuckerman24 March, 2025Market performance: It is all about Trump, again
Market Update: Equity markets retreated in February as Trump's policy shifts fuel uncertainty. Australian and US bond yields fall amid economic slowdown signals, while RBA’s ‘hawkish’ rate cut tempers local…Brent Tuckerman13 March, 2025The Active Investor: RBA decision, rates, stocks, geopolitics and other shifts
In this episode, out SGH Individual Portfolios team discuss the latest Reserve Bank of Australia (RBA) decision, market reactions, and how portfolios are positioned in response to these economic shifts.…Brent Tuckerman24 February, 2025The Active Investor: From Macro to Micro – 2025 Themes and Investment Outlook
Join Stephen Hiscock, Founder and Chair of SG Hiscock & Company, and Rob Hogg, Chief Investment Officer, as they explore the 2024 Market Recap and 2025 Outlook: from macro trends…Brent Tuckerman19 February, 2025Politics and Markets Collide: Exec Orders, Tariffs, Tik-Tok and DeepSeek
Politics and Markets Collide: Trump’s first week back in office has been nothing short of eventful. From executive orders and trade tariffs to TikTok’s uncertain future and the rise of…Brent Tuckerman3 February, 2025
