The Bellcast

Bridge the investing and markets knowledge gap with the Bell Direct Bellcast. From bite-size thought snippets, to full length interviews with the top executives of leading ASX200 companies, you'll be informed and ready for any market movement.

From the helm: Sports Entertainment Group (ASX:SEG), Craig Hutchison, CEO and Trent Bond, CFO

In this episode of From the Helm, Grady Wulff sits down with Sports Entertainment Group (ASX:SEG) CEO Craig Hutchison and CFO Trent Bond to unpack the company’s strong FY25 results, its multi-platform content strategy, and growth outlook heading into FY26. Craig and Trent share insights into SEG’s radio and non-radio pillars, the company’s recent RSN acquisition, and how SEG is positioning itself for growth in a rapidly evolving media landscape. In this interview, Craig and Trent covers: (0...

09-19
18:05

From the helm: Cynata Therapeutics (ASX:CYP), Kilian Kelly, CEO

In this episode of From the Helm, Grady Wulff sits down with Cynata Therapeutics (ASX:CYP) CEO, Kilian Kelly, to discuss the company’s pioneering work in stem cell and regenerative medicine. Kilian shares insights on Cynata’s mesenchymal stromal cell (MSC) platform, its unique “one donor, one time” approach, the path to commercialisation, and what investors can expect in the coming year. In this interview, Grady covers: (0:29) an introduction to Cynata and its core technology(1:05) the role ...

09-17
11:47

From the Helm: Omni Bridgeway (ASX:OBL), Raymond van Hulst, CEO

In this episode of From the Helm, Senior Market Analyst Grady Wulff sits down with Raymond van Hulst, CEO of Omni Bridgeway (ASX:OBL) to discuss what is a unique diversification opportunity for investors in the legal space. Raymond dives into who Omni Bridgeway are, why investors should consider investment into the company, their recently released FY25 results and what’s ahead over the next 3-5 years. In this interview, Raymond covers: • (0:34) an overview of Omni Bridgeway and ho...

09-16
15:10

From the helm: Centuria Industrial REIT (ASX:CIP) & Centuria Office REIT (ASX:COF)

In this episode of From the helm, Grady Wulff sits down with Grant Nichols, Centuria Head of Listed Funds and CIP Fund Manager, and Belinda Cheung, COF Fund Manager, to discuss sector tailwinds driving investor appetite across industrial and office real estate as FY26 kicks off. Grant shares his outlook for the industrial sector amid resilient demand and stabilising valuations, while Belinda provides insights into the office market, including leasing dynamics, transactions, and where o...

09-16
22:50

From the helm: Electro Optic Systems (ASX:EOS), CEO Andreas Schwer

In this episode of From the helm, Grady Wulff sits down with Electro Optic Systems (ASX:EOS) CEO, Andreas Schwer to unpack the company’s recent share price momentum, global expansion strategy, and breakthrough technology in the defence sector. Andreas shares insights into EOS’s contract pipeline, advancements in high-energy laser systems, and what investors can expect from the company over the next 12 months. In this interview, Andreas covers: • (1:00) why EOS is a compelling defence ...

09-16
10:28

From the helm: Infratil (ASX:IFT) Chief Executive Officier, Jason Boyes

In this episode of From the helm, Grady Wulff sits down with Infratil (ASX:IFT) CEO Jason Boyes to discuss the company’s global infrastructure portfolio, spanning renewables, data centres, healthcare and more. Jason shares insights on Infratil’s long-term returns, key growth thematics, and what investors can expect in the year ahead. In this interview, Grady covers: • (0:37) an overview of Infratil and its history • (3:08) Infratil’s long-term performance and returns • (5:47) why investors s...

08-22
16:40

From the helm: Yojee (ASX:YOJ), Mark Connell, CEO

In this episode of From the Helm, Bell Financial Group’s Grady Wulff sits down with Yojee (ASX:YOJ) CEO, Mark Connell, to discuss how the company is harnessing artificial intelligence and machine learning to lead innovation in logistics software. With shares climbing over the past year, Mark shares what’s driving growth and where Yojee is headed next. In this conversation, Mark covers: • (0:31): What Yojee does and how its software is reshaping delivery operations • (3:50): Key factors behin...

07-25
16:55

From the helm: DroneShield (ASX:DRO), Oleg Vornik, CEO

In this episode of From the Helm, Bell Financial Group’s Grady Wulff speaks with DroneShield (ASX: DRO) CEO, Oleg Vornik, about the company’s rapid momentum in FY25, key contract wins, and how it’s positioned as a leader in counter-drone technology amid heightened global defence spending. In this video, Oleg covers: • (0:58): FY25 momentum and major contract wins • (2:09): $13m facility expansion and scaling plans • (3:10): how AI powers DroneShield’s tech • (4:50): competitive edge in a gro...

07-17
10:43

Meet the Analyst: Daniel Laing, Industrials Analyst, Bell Potter

Join us for a tactical deep dive into the Defence sector in this special episode of our 2025 Meet the Analyst series. Bell Direct’s Senior Market Analyst, Grady Wulff, sits down with Bell Potter Industrials Analyst, Daniel Laing, to explore one of the market’s most talked-about themes, defence stocks. From unpacking global defence spending trends to identifying the standout stocks riding the drone warfare wave, including why Daniel remains bullish on DroneShield (ASX:DRO). This conversation...

07-17
09:38

From the helm: Perseus Mining (ASX:PRU), Jeff Quartermaine, CEO

In this episode of From the Helm, Bell Financial Group’s Grady Wulff speaks with Perseus Mining (ASX: PRU) CEO, Jeff Quartermaine, about the company’s strategic direction, growth projects across West Africa, and how it’s positioned amid a booming gold market. In this video, Jeff covers: • (0:37): how current gold market tailwinds are shaping its success • (1:10): operating conditions in West Africa compared to Australia • (2:06): highlights from Perseus’ 5-year gold production outlook • (7:...

07-07
12:28

From the helm: Proteomics International (ASX:PIQ), Dr. Richard Lipscombe, Managing Director

In this episode of From the helm, Bell Financial Group’s Grady Wulff speaks with Proteomics International Laboratories (ASX: PIQ) CEO, Dr. Richard Lipscombe, about the company’s ground breaking work in predictive diagnostics and the global opportunity for its world-first blood tests. In this video, Dr. Lipscombe covers: · (0:47): An overview of PIQ and its FY26 goals · (1:38): The significance of three world-first blood tests · (5:2...

07-07
13:55

From the helm: Elsight (ASX:ELS), Howard Digby, Director

In this episode of From the helm, Bell Financial Group’s Grady Wulff speaks with Elsight (ASX: ELS) Director, Howard Digby, about the company’s AI-powered connectivity solutions and its role in the rapidly growing unmanned systems market. In this video Howard covers: • (0:33): Elsight’s current financial position and the path to profitability • (4:07): capacity to meet demand and capital needs for expansion • (5:13): how the Halo advantage supports growth for design partners • (9:11): emergin...

06-26
11:48

From the helm: Flynn Gold (ASX:FG1), Neil Marston, Managing Director

In this episode of the From the helm, Bell Financial Group’s Grady Wulff speaks with Flynn Gold (ASX: FG1) Managing Director, Neil Marston about the company’s high-grade gold discovery at the Golden Ridge project in Tasmania. In this video Neil covers: • (1:38): what Flynn Gold has uncovered at Golden Ridge • (2:08): how it compares to other major goldfield projects • (2:58): exploration upside and key milestones ahead • (5:38): why Tasmania is attracting more gold explorers • (6:35): what ma...

06-04
04:13

From the helm: Linq Minerals, Executive Chairman, Clive Donner

In this special edition of Bell Direct’s From the helm series, we take a closer look at LinQ Minerals – a company set to make waves with its upcoming IPO. With investor interest in gold and copper ramping up, Bell Direct Market Analyst Grady Wulff speaks with Executive Chairman Clive Donner to discuss LinQ’s standout assets in NSW, recent high-grade drill results, and post-listing strategy. In this video, Clive discusses: • (0:30): LinQ’s story and asset overview • (2:30): how the company sec...

06-03
14:02

Meet the Analyst: John Hester, Bell Potter Analyst

Join our Market Analyst, Grady Wulff as she sits down with Bell Potter's Analyst, John Hester as he discusses an update on the below healthcare stocks. In this video, John discusses: - (3:15) Telix's Pharmaceuticals (ASX:TLX) - (7:34) Clarity Pharmaceuticals (ASX:CU6) - (10:54) Avita Medical (ASX:AVH) - (12:16) Mesoblast (ASX:MSB) - (14:31) Promedicus (ASX:PME) Note: This interview was filmed 8 May 2025

05-09
21:07

Australia's March Inflation Report | What It Means for the RBA Rate Decision

In this Bell Direct macro update, we break down the latest March quarter CPI figures and what they could mean for the RBA’s next move. With trimmed mean inflation easing to within target and key categories like services and housing shifting, could a rate cut be on the horizon? Watch now for expert analysis and market insights.

04-30
04:15

From the helm: EMVision Medical Devices (ASX:EMV) CEO & Managing Director, Scott Kirkland

Join Market Analyst Grady Wulff as she sits down with Scott Kirkland, CEO and Managing Director of EMVision Medical Devices (ASX:EMV), to discuss how the company’s pioneering portable brain scanner is set to revolutionize stroke diagnosis and care. In this video, Scott covers: • (0:31) EMVision’s history and breakthrough technology • (3:09) key trial results and development progress • (8:54) US market opportunity and commercialisation strategy • (10:00) financial position and future pipelin...

03-13
13:43

From the helm: Opthea Ltd (ASX:OPT) Chief Executive Officer, Fred Guerard

In this latest instalment of Bell Direct’s From the helm series, we kick off 2025 with an exciting deep dive into the healthcare sector. Host Bell Direct’s Market Analyst, Grady Wulff sits down with Opthea (ASX:OPT) CEO, Fred Guerard to discuss the company’s remarkable 168% share price surge over the past six months as it advances toward commercialising its novel retinal disease treatment, Sozinibercept. With an initial focus on wet age-related macular degeneration, Opthea is poised to disrup...

02-06
10:02

Macro Insights: CPI falls in December Qr

In today’s market update, we’re diving into the latest inflation numbers for Australia, with underlying inflation falling to its lowest level in 3 years at 3.2%, exceeding expectations and bringing it closer to the RBA’s target range. While CPI for the 12-months to December rose by 2.4%, we saw some sectors, like housing and transport, offsetting price increases in areas like recreation and alcohol. This decline in inflation raises hopes for a rate cut from the RBA, though challenges like ris...

01-29
03:05

Market Insights: Commodities Quarterly Outlook with Hedley Widdup of Lion Selection Group

Dive into the latest commodity trends with our Market Analyst Grady Wulff’s quarterly chat featuring Lion Selection Group (ASX:LSX) CEO, Hedley Widdup. Gold’s 2024 Performance – What’s Next? Gold dazzled in 2024, reaching record highs of US$2,697/oz. Can this momentum continue with Trump back in office? Hedley sees strong tailwinds ahead, fuelled by: inflation concerns and geopolitical uncertaintyrobust demand from China and promising production from Northern Star Resources (ASX:NST) and New...

01-22
19:15

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