James Miller is a cofounder of Firetrail and Portfolio Manager of the S3 Global Opportunities Fund

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with James, we're unpacking:

James' unconventional path into funds management
How James researches investment opportunities and develops expertise in new markets
The AI tools we can all use to become better investors
The similarities and differences when investing in different parts of the market - Australian small caps to global large caps
Firetrail's investment philosophy
How to assess management teams and think about incentives

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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

Viola Private Wealth manages over $2.5 billion for high-net-worth investors ($750k+). Their expert team provides tailored strategies to make your financial decisions clear, empowering, and aligned with your long-term goals.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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James Miller - AI tools we can all use to become better investors | Summer Series

Equity Mates Investing Podcast

James Miller - AI tools we can all use to become better investors | Summer Series