Equity Mates Investing Podcast
Bryce and Alec bring you Australia's best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now! Hosted on Acast. See acast.com/privacy for more information.
S10 Enull · Sun, April 13, 2025
Nasdaq's best day ever, how we're investing now & Mr Beat-Up: "I'm spoiled for choice"
“The key to making money in stocks is to not get scared out of them” - Peter Lynch It can feel like a scary time in markets, but we're here to tell you: don't let that fear cause you to deviate from your plan. In today's episode we cover the news and how we've been investing. How the Nasdaq had one of its best days ever on Wednesday What we've been buying Mr. Beat-Up joins to chat one beaten down stock We answer a question on 'lump sum v DCA' at a time like this —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify | YouTube ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the
S10 Enull · Thu, April 10, 2025
Office Pain, Industrial Gain: Opportunities in Commercial Property - Jason Huljich | Centuria
The world of commercial real estate has been a world of divergent fortunes in the past 5 years. On one hand, office buildings have struggled in a COVID-adjusted, work-from-home world. Meanwhile, all of us spending more time at home has been a boon for eCommerce and the logistics warehouses that support it. One company at the centre of it all has been Centuria, one of Australia's largest commercial real estate investors. Today, we speak to the cofounder and Joint-CEO of Centuria, Jason Huljich, about how the world of commercial real estate is changing and where he is spying opportunities. —------ This episode has been sponsored by Centuria. Thank you to Centuria for helping keep all of our content free. If you want to learn more about Centuria range of listed and unlisted funds, head to: centuria.com.au/equitymates —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This p
S10 Enull · Wed, April 09, 2025
Don’t Panic: Here’s what’s happening, why you should stay invested & what we’re buying
"You make most of your money in a bear market. You just don't know it at the time." - Shelby Davis The global stock market sell off continues. The US market (measured by the S&P 500) has entered a bear market (down more than 20%) and in Australia we're down 14%. So what's an investor to do? In this episode we share our answer to that question: What's happening in global markets The risk of selling once the market has crashed How we're approaching this buying opportunity —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify | YouTube ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media
S10 Enull · Mon, April 07, 2025
Ask an Adviser: This could save your life (insurance) - Phil Thompson
Phil Thompson, financial adviser and founder of Skye Wealth, is back to help us get our heads around life insurance. In today's episode we speak to Phil about: Why so many Australians are under-insured (and how to figure out if you are) The best ways to save money on premiums The common mistakes he sees Australians make when getting insured How Aussies living overseas can now access Australian insurance If you would like to speak to Phil and his team, fill out the form on our website and we'll put you in touch. —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Me
S10 Enull · Sun, April 06, 2025
Trump tariff tsunami, 7 new stocks on our watchlist & how to play the defence boom
Remember: In hindsight, all previous market crashes have looked like great buying opportunities. Globally, stocks are down after US President Trump's tariff announcements. The S&P 500 is down 11% in two days. We unpack what has been announced and how it may affect Australia. That's not all we cover in another big episode of Equity Mates: We share the stocks that we've added to our watchlist over the past month We answer a listener question about Defence ETFs and this boom in defence spending —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify | YouTube ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mate
S10 Enull · Thu, April 03, 2025
3 more rate cuts in 2025? - Sam Watkins | PIMCO
3 more rate cuts in 2025? That is the house view of PIMCO, one of the world's largest fixed-income managers. PIMCO manages trillions of dollars globally for some of the world's largest institutions, endowments and companies, and they are now making their products more available to Australian investors with 4 listed Active ETFs. In today's episode we speak to Sam Watkins, head of PIMCO Australia and New Zealand, about his view on the fixed income markets and how these Active ETFs can play a role in investors portfolios. In our conversation we cover: Why now is the time for fixed income How we should think about the active v passive debate in fixed income PIMCOs view on the current market in both Australia and the US How we can understand PIMCOs new range of Active ETFs —------ This episode has been sponsored by PIMCO. Thank you to PIMCO for helping keep all of our content free. If you want to learn more about PIMCO's new range of Active ETFs head to: https://www.pimco.com/au/en —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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 el
S10 Enull · Wed, April 02, 2025
A rough Q1, behind the scenes with Bryce and his adviser & cost-of-living election
Bryce has gone through the process of getting personal financial advice, and on today's podcast we speak to him and his adviser Matt Ingram from Northhaven Financial Management, about the process and the outcomes. We then dive deep into his superannuation and look at the new portfolio he has set up with Matt's help. That's not all we cover in another big episode of Equity Mates: We go around the grounds for the first 3 months of 2025 - which markets were up, which were down? A look at some other key asset classes - how did they start the year? A look at how costs have moved over the past 3 years —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and th
S10 Enull · Mon, March 31, 2025
Expert: Christopher Joye - Navigating inflation, DOGE's impact & RBA's "humiliation"
Today we are joined by Christopher Joye, founder of Coolabah Capital and regular columnist for the AFR. Chris is never one to pull his punches, so tune in as we discuss: What is happening in the fixed income market Where the US and Australian economy may go from here Why the RBA may be "humiliated" by the coming economic data Why he is not-so-quietly bullish on DOGE's impact And so much more! —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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 prese
S10 Enull · Sun, March 30, 2025
Don't make this $700,000 mistake, robo-taxis accelerate roll out & Pimp my Portfolio with Adam Dawes
Could this one investing mistake cost you $700,000? We've done the maths and found that one simple change to your investing portfolio can make a huge difference over decades. That's only one segment in another big episode of Equity Mates: We share the latest good news on Australian inflation The robo-taxi wars are accelerating with big announcements from both Waymo and Tesla Adam Dawes returns for another Pimp my Portfolio —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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 t
S10 Enull · Thu, March 27, 2025
Basis Points: Up 4x since 2019, where to next for ETFs with Emma Quinn and Oran D'Arcy | Cboe Australia
Today we share the final episode of our Basis Points launch series. Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve. We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. Head to the Equity Mates website here and complete the CPD Quiz for this episode . We'll then email you your certificate. ---------- Today we're joined by two guests from Cboe Australia: Emma Quinn (President, Cboe Australia) and Oran D'Arcy (Head of Listings, APAC) We speak to Emma and Oran about: Cboe Australia's role in Australia's financial markets The rise of ETFs and where Australians are investing The trends Cboe have witnessed overseas that they're seeing come to Australia. ---------- This episode has been sponsored by Cboe Australia. If you would like to learn more about Cboe Australia and subscribe to their monthly Australian ETF Report, head to: cboe.com/fundsreport Thank you to Cboe Australia for helping us keep all of our content free and accessible. ---------- Want more Basis Points? Sign up to the Basis Points email Join the conversation on LinkedIn Watch all episodes in full and relive some of our favourite clips on YouTube ---------- In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points 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. ---------- Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant
S10 Enull · Wed, March 26, 2025
Australia’s pre-election Budget, how one Wall Street titan is buying the dip & what to do about stock buybacks
The Australian government handed down its pre-election Budget and we discuss some of the big announcements. (And Ren gets on his high-horse). That's only the start of another big episode of Equity Mates: More bad news for Tesla Meta's textbook example of bad PR management What is in David Tepper's portfolio We answer a community question on stock buybacks —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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 Aborigi
S10 Enull · Mon, March 24, 2025
Basis Points: Entering the golden age of financial advice with Andrew Hewison | Hewison Private Wealth
We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve. We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you're an adviser looking to claim CPD points for this episode, head to the Equity Mates website here and complete the CPD Quiz for this episode . We'll then email you your certificate. ---------- Are we entering a golden age of financial advice? This adviser certainly thinks so. Today we're joined by Andrew Hewison, the Managing Director of Hewison Private Wealth. In our conversation, we cover: The biggest changes in the advice landscape over the past 20 years Why Hewison Private Wealth uses IMAs over SMAs and model portfolios The best uses of AI Andrew has seen across the advice industry The operations of Hewison Private Wealth's in-house investment committee ---------- Basis Points would not be possible without the support of our three launch partners: Orbis Investments - Invest differently Milford - Invested in the outcome CBOE - Local market, global opportunities Thank you to all three partners for helping us keep all of our content free and accessible. ---------- Want more Basis Points? Sign up to the Basis Points email Join the conversation on LinkedIn Watch all episodes in full and relive some of our favourite clips on YouTube ---------- In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points 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
S10 Enull · Sun, March 23, 2025
A good reminder of why we invest, Pimp my Portfolio with Adam Dawes & Katy Perry is going to space
Money doesn't make you happy. But it does give you control over your life. And it turns out, that makes you happy. That was the conclusion of Angus Campbell, a psychologist at the University of Michigan who studied happiness and the biggest predictors of it. For us, it is an important reminder of why we invest: to give ourselves choice in life. We break it all down. That's only the start of another big episode of Equity Mates: Adam Dawes is back for another Pimp my Portfolio Katy Perry is going to space (trust us, there's an investing angle here) —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the
S10 Enull · Thu, March 20, 2025
Basis Points: There's more to life than the Magnificent Seven with Alexander Whight | Milford
We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve. We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. Head to the Equity Mates website and complete the CPD Quiz for this episode . We'll then email you your certificate. ---------- The global opportunity set for investors is massive. And yet, so much of our attention focuses on such a narrow section of one market. Today's guest wants us to break out of our bubble and explore the full global opportunity that we have before us. Today we're joined by Alexander Whight, Portfolio Manager and Head of Global Equities at Milford. We speak to Alexander about: Separating the signal from the noise is such a noisy market Alexander's investment process: from uncovering new ideas, research to investing The best uses of AI tools for stock research Two companies Alexander is finding interesting at the moment: API Group (NYSE: APG) and Aramark (NYSE: ARMK) ---------- This episode has been sponsored by Milford. If you’d like to find out more about what Milford can do for your clients, check out milfordasset.com.au . To learn more and before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at milfordasset.com.au . 'Milford’ in this podcast refers to Milford Australia Pty Ltd ABN 65 169 262 971 (AFSL 461253), which was formerly known as Milford Asset Management in Australia. Thank you to Milford for helping us keep all of our content free and accessible. ---------- Want more Basis Points? Sign up to the Basis Points email Join the conversation on LinkedIn Watch all episodes in full and relive some of our favourite clips on YouTube ---------- In the spirit of reconciliation, Equity Mates Media and the hosts of Bas
S10 Enull · Wed, March 19, 2025
Super funds are outgrowing Australia, Pimp my Portfolio with Luke Laretive & the crippling effect of fees
There was always going to be a day when this happened. Australia's superannuation industry has grown to more than $4 trillion assets under management. That is becoming too big for a country with a GDP of $3 trillion and a local stock market with a market cap of $2.7 trillion. So Big Super is growing up and leaving home. Tune in as we break it all down. That's only the start of another big episode of Equity Mates: Luke Laretive joins for Pimp my Portfolio We explain how fees can compound into hundreds of thousands of dollars —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country
S10 Enull · Mon, March 17, 2025
Basis Points: What you're getting wrong about diversification with Adam Bajcarz | Apt Wealth
We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve. We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you're an adviser looking to claim CPD points for this episode, head to the Equity Mates website here and complete the CPD Quiz for this episode. We'll then email you your certificate. ---------- Everyone can talk-the-talk when it comes to diversification. But are our portfolios walking-the-walk? Today's guest doesn't think so. Today we're joined by Adam Bajcarz, Head of Portfolio Management at Apt Wealth. In this episode we focus on: Apt Wealth's investment philosophy and rules of portfolio construction Where Adam believes many advisers are getting diversification wrong How the investment team at Apt Wealth assess fund managers Adam's 5 P's of investing The emerging asset classes that Adam is seeing more of in Australia ---------- Basis Points would not be possible without the support of our three launch partners: Orbis Investments - Invest differently Milford - Invested in the outcome CBOE - Local market, global opportunities Thank you to all three partners for helping us keep all of our content free and accessible. ---------- Want more Basis Points? Sign up to the Basis Points email Join the conversation on LinkedIn Watch all episodes in full and relive some of our favourite clips on YouTube ---------- In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to
S10 Enull · Sun, March 16, 2025
ASX plunges 9%, three stocks with Mr. Beat-Up & should I buy crypto ETFs?
The ASX 200 is down 9% in one month, in today's episode we unpack how we're approaching this fall. That's only the start of another big episode of Equity Mates: Bryce's business hero has a new job - who is it? And what are they doing? Mr. Beat-Up returns and he is reviewing 3 stocks suggested by the Equity Mates community We answer a question on Crypto ETFs - how do they compare to buying crypto directly? —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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 prese
S10 Enull · Thu, March 13, 2025
Basis Points: We're entering a stock pickers market with Eric Marais | Orbis Investments
We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve. We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you're an adviser looking to claim CPD points for this episode, head to the Equity Mates website here and complete the CPD Quiz for this episode. We'll then email you your certificate. ---------- Today we’re joined by Eric Marais, Investment Specialist at Orbis Investments. The past decade has been tough for stock pickers. Active managers have struggled to keep up with the index, particularly in the US, as Big Tech pushed ever-higher and a flood of money flowed into passive ETFs. Our guest today thinks that some of these trends are reversing. We speak to Eric about: The case for reducing exposure to US Big Tech Some counterintuitive ideas that form the basis of Orbis’ philosophy Why Eric believes animal spirits are back How we could be entering a stock pickers market Two stocks Eric finds interesting: Nintendo (TYO: 7974) and Corpay (NYSE: CPAY) ---------- Orbis Investments is one of launch partners for Basis Points. If you would like to learn more about how Orbis' funds can fit in a clients portfolio, head to: https://www.orbis.com/au/adviser/home Thank you to Orbis Investments for helping us keep all of our content free and accessible. ---------- Want more Basis Points? Sign up to the Basis Points email Join the conversation on LinkedIn Watch all episodes in full and relive some of our favourite clips on YouTube ---------- In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points 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
S10 Enull · Wed, March 12, 2025
What we’re buying as US stocks fall, Bryce delivered 21% in a month & is VDAL a better version of DHHF?
The week started with huge falls in US markets - led by the big tech stocks all falling at least 3%. In today's episode we look over the falls and chat about any opportunities that we see. That's only the start of another big episode of Equity Mates: Bryce's quest to turn $500 into $5,000 continues. How has he gone so far? We review Vanguard's latest ETF - VDAL - and compare it to its Betashares equivalent - DHHF —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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
S10 Enull · Mon, March 10, 2025
Introducing: Basis Points - Don't blow up your clients money with Charlie Viola | Viola Private Wealth
We're excited to introduce a new podcast to the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve. We're pleased to share that most Basis Points episodes will be accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you're an adviser looking to claim CPD points for this episode, head to the Equity Mates website here and complete the CPD Quiz for this episode. We'll then email you your certificate. ---------- For our first episode, we're joined by the founder of Viola Private Wealth and an adviser who often sits at the top of the list of Australia's best advisers: Charlie Viola. In a wide-ranging conversation, we speak to Charlie about: Going out on his own and launching Viola Private Wealth His foundational principles of portfolio construction Best practice for educating clients and bringing them on the journey How the Viola team assess emerging asset classes ---------- Basis Points would not be possible without the support of our three launch partners: Orbis - Invest differently Milford Asset Management - Invested in the outcome CBOE - local market, global opportunities Thank you to all three partners for helping us keep all of our content free and accessible. ---------- Want more Basis Points? Sign up to the Basis Points email Join the conversation on LinkedIn Watch all episodes in full and relive some of our favourite clips on YouTube ---------- In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points 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. ---------- Basis Points is a prod
S10 Enull · Sun, March 09, 2025
10 stocks that have us excited, Pimp my Portfolio with Adam Dawes & Aussie economy turnaround
We cover a lot of content here at Equity Mates. From our interviews with expert investors, keeping up with the news for our daily newsletter, and just generally consuming a heap of investing content - the list of stocks that have piqued our interest is always growing. In today's episode we share some of the stocks that have caught our eye recently. That's only the start of another big episode of Equity Mates: We share some good news for the Australian economy Adam Dawes returns for another Pimp my Portfolio —------ Check out our new show Basis Points: Spotify , Apple and YouTube —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. <p style='color:grey; font-size
S10 Enull · Thu, March 06, 2025
Volatility is back, so are the opportunities - Seb Mullins | Schroders
Today we speak to Seb Mullins, Head of Multi-Asset and Fixed Income, Australia at Schroders . The past few months in markets have been a wild ride. After Trump's election the US market was up double-digits as investors thought tax cuts and deregulation would be great for stocks. Now, just months later, the tech-heavy Nasdaq is in a technical correction and European and Chinese markets are up double-digits. Our guest today thinks we should get used to this wild ride, because we're seeing a new normal for the market. Volatility is back. But rather than being nervous, Seb believes we should be excited. For it is in these volatile markets that great opportunities get presented. So strap in, focus on what matters, and get ready. According to Seb, stock picking is back. —------ This episode has been sponsored by Schroders. Thank you to Schroders for helping keep all of our content free. If you want to learn more about Schroders, head to: https://www.schroders.com/en/global/individual/ —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs
S10 Enull · Wed, March 05, 2025
European stocks are ripping, the portfolio of England's Warren Buffett & Australian house price update
While the US stock market is falling, European stocks are ripping - the Stoxx 600 index is up 10.5% for the year - that's why its important to be globally diversified. We look under the hood of the index and see which notable companies are moving markets. That's only the start of another big episode of Equity Mates: What is happening in the Australian housing market with Sam Gordon, founder of Australian Property Scout Then we look at the man labelled 'England's Warren Buffett' - what's in his portfolio? —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts
S10 Enull · Mon, March 03, 2025
Buy or Sell: Ben Richards - WiseTech, Guzman y Gomez, Catapult, Antipa Minerals and more
For today's episode of Buy or Sell, Adam Keily is joined by Ben Richards from Seneca Financial Solutions. Tune in to hear Ben and Adam chat about the following companies: GQG Partners (GQG) Catapult (CAT) Energy One (EOL) AIC Mines (A1M) Antipa Minerals (AZY) Megaport (MP1) Seek (SEK) Wisetech (WTC) Guzman y Gomez (GYG) And if you want to hear more from Adam Keily, make sure you check our Comedian v Economist ( Apple | Spotify ). In Comedian v Economist, Adam is joined by his brother Thomas, a former RBA economist, to break down the macroeconomic stories of the week. In their most recent episode they spoke about changes in interest rates, new housing policies, how recent political events are shaping markets, and a lucid dreaming device that claims to enhance productivity. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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
S10 Enull · Sun, March 02, 2025
Big Tech correction, Politician's portfolios revealed & what happened to ESG investing?
Since 17 December, America's big tech stocks have been falling. The Magnificent 7 index is down more than 10% in that time, putting it into correction territory. On today's episode of Equity Mates, we talk about what has happened and which of these tech giants are starting to look cheap. That's not all we're talking about in another big episode: What happened to ESG investing? What stocks are Australian politicians buying? —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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 el
S10 Enull · Thu, February 27, 2025
How to know when a property boom is ending - Sam Gordon | Australian Property Scout
Today we speak to Sam Gordon, founder of Australian Property Scout , and host of two podcasts: Scouting Australia and The Top 1% . While the popular narrative may be that Australian property only goes up, property moves in cycles and different parts of Australia move through the cycle at different times. Right now, Sydney is flat, Melbourne is falling, while Adelaide, Brisbane and Perth are enjoying double-digit growth. But what are the signs that these days of double-digit growth may be over - that is the question we put to Sam. We then discuss Sam's experience renovating properties. The good, the bad, the ugly, we learn form Sam's experiences. What can you do yourself, where should you get professional help, and what offers the most bang for your buck? Tune in to find out. —------ This episode has been sponsored by Australian Property Scout. Thank you to Australian Property Scout for helping keep all of our content free. If you want to learn more about Australian Property Scout, head to: https://australianpropertyscout.com.au/ —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest —------ 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. —------ Equity
S10 Enull · Wed, February 26, 2025
6 lessons from Buffett's annual letter, Pimp my Portfolio & Australia's quantum computing breakthrough
Once a year history's greatest investor writes a public letter to his shareholders. And while he may be 94 years old, he's showing no signs of slowing down. In today's episode we review Warren Buffett's latest annual letter and share 6 of our biggest takeaways. You can read the full letter here: https://www.berkshirehathaway.com/letters/2024ltr.pdf That's not all we're talking about in another big episode: Luke Laretive returns for another Pimp my Portfolio The drama unfolding at WiseTech Global Australia's quantum computing breakthrough Microsoft's developed a new state of matter —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and
S10 Enull · Mon, February 24, 2025
Ask an Adviser: Stocks v Property - It's not which, but when | Chris Bates
Chris Bates, cofounder of Alcove, is the mortgage broker that helped both of us getting into our homes. Today on the podcast, we speak to Chris about everything happening in the property market, including the age old question: should I save for property or invest in stocks? If you would like to speak to Chris and his team, fill out the form on our website and we'll put you in touch. —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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 resp
S10 Enull · Sun, February 23, 2025
Bad news for banks & miners, where did all the dividends go & stocks with freebies
The common lament you'll hear about is the Australian share market is “full of banks and miners”. And this reporting season has not been kind to those two industries. Tune in to today's episode to hear what we've learned from reporting season, why Commonwealth Bank is bucking the trend and why banks & miners dragged the ASX 200 down 3% in a week. That's not all we're talking about in another big episode: The stocks that give shareholders additional perks The 'valuation trap' we've learned to avoid Why we love investing Where did all the dividends go? —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing ackno
S10 Enull · Thu, February 20, 2025
Aussie real estate, Private credit & the contradiction in Australian housing - Mark Fischer | Qualitas
Today we speak to Mark Fischer, cofounder and Global Head of Real Estate at Qualitas (ASX: QAL). Qualitas sits at the intersection of two of the hottest asset classes at the moment: Aussie real estate and private credit. As a lender for a lot of large real estate projects, Mark has his finger on the pulse of where both of these asset classes are going. As he told us, he could measure the hype around private credit just by the number of functions he was getting invited to speak at. Given the excitement around private credit in 2025, we're surprised he could fit us in his schedule. In today's conversation we pick Mark's brains on: The state of real estate lending in 2025 How the private credit boom is affecting his opportunity set The contradiction inherit in housing, and why the Aussie housing market may get worse before it gets better —------ This episode has been sponsored by Qualitas. Thank you to Qualitas for helping keep all of our content free. If you want to learn more about Qualitas and the funds they offer, head to: https://www.qualitas.com.au/ —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram, TikTok, & LinkedIn —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. This is general information only and is not intended to provide you with financial advice and has been prepared withou
S10 Enull · Wed, February 19, 2025
Our latest AI research tool, hedged or unhedged ETFs & the China risk
There's a huge number of AI tools emerging and we're testing them to see if they can help with different aspects of investing. From filtering, researching, and valuing opportunities to constructing a portfolio and monitoring positions - the impact of AI on investing is going to be profound. This year, we want to trial as many platforms as possible and share how we think about incorporating them into our process. In today's episode we trial Google's Notebook LM. Check out Ren's notes . —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditio
S10 Enull · Mon, February 17, 2025
Expert: Luke Laretive - Looking for catalysts in Aussie stocks
Luke Laretive from Seneca Financial Solutions joins us to talk about what he's been buying and selling. Tune in as we chat about a massive number of companies including: De Grey Mining Ampol Breville Group IDP Education Antipa Wildcat Resources Sun Silver GQG Partners Web Group and Web Travel Group —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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 Str
S10 Enull · Sun, February 16, 2025
Netflix won the streaming wars, Pimp my Portfolio with Luke Laretive & we debate Novo Nordisk or Eli Lilly
Call the fight, it is over: Netflix has won the streaming wars. Tune in to today's episode to hear the latest news from Netflix, Disney and the streaming industry that has led us to the conclusion that the fight is over. That's not all we cover in another big episode: Luke Laretive returns for another Pimp my Portfolio We debate Novo Nordisk v Eli Lilly - which would we buy? The latest data shows Australian offices aren't recovering Does Philly's Superbowl win spell danger for the markets? —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Austr
S10 Enull · Thu, February 13, 2025
AI agents managing your money? Dispatches from the 2025 crypto boom - Blake Cassidy | Bamboo
Crypto is back in the headlines as Bitcoin nears all-time highs once again. But we don't want to just focus on the price, we want to better understand the emerging technology stories and use cases. Whenever we want to understand the world of crypto, we turn to the team at the Crypto Curious Podcast ( Apple | Spotify ). Blake Cassidy is a co-host of Crypto Curious and the CEO of cryptocurrency microinvesting app Bamboo. In today's conversation we pick Blake's brains on: What has changed in the space since the last crypto boom of 2021 How this boom is similar and different to 2021 Emerging use cases that may cut over to the mainstream How Blake personally invests in crypto —------ This episode has been sponsored by Bamboo. Thank you to Bamboo for helping keep all of our content free. If you want to learn more about Bamboo and the power of dollar-cost averaging, head to: https://www.getbamboo.io/ —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the T
S10 Enull · Wed, February 12, 2025
Bryce's $500-to-$5k challenge continues, best stocks for 2025 & gold in the portfolio
Bryce has set himself the challenge to turn $500 into $5,000. Tune in today to hear how he's going. Then we unpack how we would fit gold into a portfolio (and how it has ripped over the past 20 years) and chat about some of the fastest moving stocks for 2025. —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak
S10 Enull · Mon, February 10, 2025
Buy or Sell: Adam Dawes - Xero, Pilbara Minerals, Resmed & more
Buy or Sell with Adam Keily is back for 2025! In our first episode, Adam is joined by Adam Dawes, Senior Investment Adviser at Shaw & Partners. Tune in to hear Adam's take on the following companies: IFL PLS BWP AMC EIQ XRO JBH RMD EVN ALL —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your n
S10 Enull · Sun, February 09, 2025
Albo's 1.7% yield, Michael Burry's big China bets & the best entrepreneur you've never heard of
There's a lot happening in markets, so today we're taking a deep breath and reminding ourselves of the long-term opportunity when it comes to investing. We'll be covering: How the US market has gone despite all of the political noise The impact DeepSeek has had on AI stocks Where Michael Burry and Bill Ackman see opportunity The best entrepreneur you've never heard of and the listed company he runs —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, n
S10 E9 · Thu, February 06, 2025
Expert: Elisa Di Marco - 3 trends that will define the next decade
Megatrends are the major movement, pattern or trend emerging that are likely to have a significant impact on our lives, the economy and the kinds of products consumers will wish to buy in the foreseeable future. In today's episode we're joined by Elisa Di Marco of Magellan Financial Group to unpack 3 big megatrends shaping our world today (and how we can invest in them). Tune in to hear us unpack the investment opportunities in: Rising healthcare spending Semiconductor demand Digital innovation in finance This episode has been sponsored by Magellan. Thank you to Magellan for helping keep all of our content free. If you want to learn more about Magellan and hear more from Elisa. head to: https://www.magellangroup.com.au/ —------ Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey . —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia a
S10 Enull · Wed, February 05, 2025
Bryce's 51-page advice, Mr. Beat-Up's top turnaround stock & some Aussie house prices fall
Trump's tariffs have dominated the headlines this week. In today's episode of Equity Mates Investing we unpack what they might mean for Australian companies. That's not all we chat about in another big episode of Equity Mates: Bryce has received a 51-page statement of advice The latest news on Aussie house prices - is it good news for buyers? Why Super Micro could be primed for a turnaround Some of the worst financial advice we've seen on social media —------ Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey . —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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 a
S10 Enull · Tue, February 04, 2025
Expert: Andrew Page - How we can all invest in Aussie small caps (and Bitcoin)
Have a look at the predictions for 2025 from the large financial institutions and one prediction is repeated over and over again: this year is the year small caps outperform. But here's the thing - look back in previous years and this isn't the first time that prediction has been made. So on today's episode of Equity Mates Investing, we speak to one of our favourite small cap investors, Andrew Page of Strawman.com , about the possibilities in small caps in 2025. In the second half of the episode, we also touch on Andrew's changing view on Bitcoin and how he fits it into his portfolio today. —------ Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey . —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowle
Bonus · Sun, February 02, 2025
Picks and shovel AI stocks, investing in cyclical stocks & Chris Judd joins the show
Turns out, there's more to investing in AI than Nvidia. In today's episode we unpack some of the picks and shovel stocks that have been big winners with the huge investments in AI infrastructure. That's not all we chat about in another big episode of Equity Mates: Answer a question on investing in cyclical stocks Explain the biggest risk when analysing cyclical stocks Speak to Chris Judd of Cerutty Macro Fund about the macro landscape and how he is investing —------ Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey . —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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 com
S10 Enull · Thu, January 30, 2025
Big Goals, Bold Budgets: Our spending & investing plans for 2025 | PocketSmith
In today's episode we catch up on our budgets and spending plans for the year ahead. Tune in to hear us unpack: How we spent in 2024 How much of our salaries were we able to save and invest Our financial goals for the year ahead Where we think we can improve our spending habits What our budgets are for 2025 This episode has been sponsored by PocketSmith. Thank you to PocketSmith for helping keep all of our content free. If you want to check out PocketSmith for yourself and get 50% off your first two months of PocketSmith’s Foundation plan, head to: https://www.pocketsmith.com/equitymates/ —------ Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey . —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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. —------
S10 Enull · Wed, January 29, 2025
Bryce is turning $500-to-$5,000, DeepSeek freak out & our 4-point stock checklist
Can Bryce 10-bag his money in one year? He reckons he can and we're going to follow his journey. That's not all we chat about in another big episode of Equity Mates: We explain what has happened with DeepSeek and why it rattled Silicon Valley over the weekend The short-lived stock market panic and why Nvidia will be okay How we approach our satellite investing Our 4-step checklist for finding great long-term compounders How Bryce is going to approach his $500-to-$5,000 challenge —------ Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey . —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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 an
S10 E4 · Mon, January 27, 2025
Ask an Adviser: Pay off mortgage or invest, biggest super mistakes, when to see an adviser - Glen Hare
Ask an Advisor is back for 2025. This is the series where we put your money and investing questions to some of Australia's best financial advisers. Today we're joined in the studio by Glen Hare, cofounder & financial adviser at Fox & Hare. In this episode he answers questions on: The most common client goals for 2025 How we can all do a 'financial health check' Planning to buy property Managing retirement without owning a property When someone is advice ready And so much more! —------ Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey . —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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 p
S10 E3 · Sun, January 26, 2025
The $1.4 million investment strategy, VDHG v DHHF & Melania's memecoin mayhem
What a week in markets! With Trump getting elected and becoming the first memecoin billionaire President, there was a lot to talk about. But we go beyond the Trump of it all in another big episode of Equity Mates: Why Star Casino has flagged it may not be able to continue operating Westpac's dire prediction for iron ore in 2025 Our core & satellite investing strategy and why it works A comparison of two of the most popular ETFs in Australia: VDHG and DHHF —------ Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey . —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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 t
S10 E2 · Wed, January 22, 2025
Expert: Andrew Brown - 14 Bold Predictions for 2025
At the start of every year Andrew Brown, Director of East 72 Holdings, joins us on the podcast to share his predictions for the year ahead. Tune in to today's episode to hear Andrew's thoughts on: Where the US stock market will move Why time might be up for the Aussie banks Why luxury goods and alcohol stocks aren't primed for a rebound any time soon The technology stocks that are looking cheap What next for Australian and US interest rates And so much more! Every year Andrew brings a wealth of knowledge and research and helps us clarify our thinking for the year ahead. This is an episode you don't want to miss. —------ Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey . —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowled
S10 E1 · Sun, January 19, 2025
We're back for 2025: Stock of the Year & Bold Predictions
We're back for 2025! Every year at Equity Mates we like to kick off with bold predictions for the year ahead and each picking our 'stock of the year'. Tune in to today's episode to hear what we think investors need to be paying attention to in 2025, what might happen across the global economy and which stocks may be in line for a good year. —------ Help us continue improving Equity Mates in 2025 by completing the Equity Mates Community Survey . —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainm
Wed, January 15, 2025
Mark Lamonica - Investing for income to live the life you want today | Summer Series
Mark Lamonica is the Director of Personal Finance at Morningstar Australia. 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 Mark, we're unpacking: What opportunities Mark is seeing in the current market How Mark has very clearly defined his investing goals Investing for income and how Mark funds his lifestyle with his investments Setting up an investment portfolio for the next 30 years How Mark continues to upskill and learn as an investor —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. With $2.5 billion under management, Viola Private Wealth provides tailored solutions for high-net-worth investors. Their boutique firm specialises in helping individuals and families navigate the complexities of wealth management with clarity and confidence. To speak to the team at Viola Private Wealth, complete the contact form on their website . —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing . Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok , & LinkedIn Sign up to our daily news email —------ In the spirit of reconciliation, Eq
Sun, January 12, 2025
Will Dowd - US, small caps, industrials: The 3 building blocks of a 30 year portfolio | Summer Series
Will Dowd is a partner and Portfolio Manager at Fairlight Asset Management. 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 Will, we're unpacking: Fairlight's investment philosophy and how they've built an enviable track record Will's love (and we mean love) of under-studied industrial businesses that can quietly compound Why Will focuses on small and mid caps How Fairlight filter the universe to uncover interesting investment opportunities How Will would build a portfolio for the next 30 years Will's biggest gripes with the industry that all investors should be mindful of —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. Trusted by the Equity Mates community, Viola Private Wealth helps investors grow and protect their wealth. With over $2.5 billion under management, they provide sophisticated investment strategies backed by decades of experience. To speak to the team at Viola Private Wealth, complete the contact form on their website . —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing . Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok Sign up to our daily news email —------ In the spirit of reconciliation, E
Wed, January 08, 2025
Scott Phillips - Reveals 3 biggest holdings of his portfolio | Summer Series
Scott Phillips is the Chief Investment Officer of The Motley Fool Australia. 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 Scott, we're unpacking: How a cold email saw Scott find his way into the finance industry The training process the Motley Fool uses to upskill new analysts Scott's personal investing philosophy and how that has evolved from his early days The one ETF Scott owns as part of his portfolio The largest stocks Scott owns in his portfolio The advice Scott wishes to share with every young investor —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. Managing over $2.5 billion in assets, Viola Private Wealth specialises in clear, empowering wealth solutions. Whether you're preserving wealth or planning intergenerational transfers, their boutique approach ensures personalised attention for every client. To speak to the team at Viola Private Wealth, complete the contact form on their website . —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing . Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok Sign up to our daily news email —------ In the spirit of reconciliation, Equity Mates Media and the hosts
Sun, January 05, 2025
James Miller - AI tools we can all use to become better investors | Summer Series
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 —------ 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 . —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing . Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok Sign up to our daily news email —------ In the spirit of reconciliation, Equity Mates Media and the
Wed, January 01, 2025
Chris Wheldon - Time does the heavy lifting | Summer Series
Chris Wheldon is a private investor and was previously the Portfolio Manager of Magellan's high conviction strategy. 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 Chris, we're unpacking: Chris' transition from public markets to private markets What he has learned about finding great businesses across this new opportunity set The resources Chris used to continue learning and improving throughout his career Chris' investment philosophy and how it has changed over time A four-letter framework to discover great investing opportunities Chris' advice for all young investors out there —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. With $2.5 billion under management, Viola Private Wealth provides tailored solutions for high-net-worth investors. Their boutique firm specialises in helping individuals and families navigate the complexities of wealth management with clarity and confidence. To speak to the team at Viola Private Wealth, complete the contact form on their website . —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing . Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok Sign up to our daily news email —------ In
Sun, December 29, 2024
Catriona Burns - Compounding really is your friend, finding long-term structural winners | Summer Series
Catriona Burns is the lead Portfolio Manager at WAM Global (ASX: WGB)/ 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 Catriona, we're unpacking: How Catriona got her start in the finance industry Where Catriona is seeing opportunities in today's market Catriona's investment philosophy and how it has evolved from her early days in markets The hallmarks of a great long-term investment How Catriona would set up a portfolio for the next 30 years —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. Trusted by the Equity Mates community, Viola Private Wealth helps investors grow and protect their wealth. With over $2.5 billion under management, they provide sophisticated investment strategies backed by decades of experience. To speak to the team at Viola Private Wealth, complete the contact form on their website . —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing . Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok , & LinkedIn Sign up to our daily news email —------ In the spirit of reconciliation, Equity Mates Media and t
Wed, December 25, 2024
Elise Kennedy - Finding growth in all parts of the market | Summer Series
Elise Kennedy is an investment analyst at Schroders. 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 Elise, we're unpacking: How Elise got started in finance The lessons learned moving from sell-side to buy-side Where Schroders is looking for investment opportunities at the moment Elise's investment philosophy What Elise has learned over the past 12 months in markets —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. Managing over $2.5 billion in assets, Viola Private Wealth specialises in clear, empowering wealth solutions. Whether you're preserving wealth or planning intergenerational transfers, their boutique approach ensures personalised attention for every client. To speak to the team at Viola Private Wealth, complete the contact form on their website . —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing . Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok , & LinkedIn Sign up to our daily news email —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the
Sun, December 22, 2024
Geoff Wilson - What is Equity Mates Media actually worth? | Summer Series
Geoff Wilson AO is the Chairman and Chief Investment Officer of Wilson Asset Management. 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 Geoff, we're unpacking: Geoff's journey in finance and founding Wilson Asset Management The investment framework Wilson uses to pick a great investment How Wilson Asset Management grew to 10 listed investment companies How WAM values a company A live valuation case study using Equity Mates Media as the example The lessons Geoff would teach all young investors —------ 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 . —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing . Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok Sign up to our daily news email —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians o
Wed, December 18, 2024
Rikki Bannan - Don't get caught up in momentum, remain skeptical, be clear on your thesis | Summer Series
Rikki Bannan is the Executive Director, Small Caps at IFM Investors. 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 Rikki, we're unpacking: The investing opportunities Rikki is exploring today 3 key lessons from her career that have stuck with Rikki How Rikki found biotech winners like Telix (up 150% in 2024) and Clarity (up 180% in 2024) How these biotech names can fit in a diversified portfolio What Rikki wishes she could teach every young investor —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. With $2.5 billion under management, Viola Private Wealth provides tailored solutions for high-net-worth investors. Their boutique firm specialises in helping individuals and families navigate the complexities of wealth management with clarity and confidence. To speak to the team at Viola Private Wealth, complete the contact form on their website . —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing . Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok , & LinkedIn Sign up to our daily news email —------ In the spirit of reconcilia
Sun, December 15, 2024
Ben Griffiths - Small cap legend builds a 30 year portfolio | Summer Series
Ben Griffiths is the cofounder, executive chairman and senior portfolio manager at Eley Griffiths. 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 Ben, we're unpacking: Ben's start in the funds management industry Why Ben thinks investors should pay attention to the smaller end of the market How Ben is teaching his kids to invest Key characteristics of his successful investments over the years How Ben would set up a retail investors portfolio for the next 30 years —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. Trusted by the Equity Mates community, Viola Private Wealth helps investors grow and protect their wealth. With over $2.5 billion under management, they provide sophisticated investment strategies backed by decades of experience. To speak to the team at Viola Private Wealth, complete the contact form on their website . —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing . Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok , & LinkedIn Sign up to our daily news email —------ In the spirit of reconciliation, Equity Ma
Wed, December 11, 2024
Peter Nevill - Avoid instant gratification, be patient & buy productive assets | Summer Series
Peter Nevill is a former Australian test cricketer and financial adviser at Viola Private Wealth. 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 Peter, we're unpacking: Peter's transition from professional cricket to financial advice How Peter is helping clients manage the opportunity of this moment while managing the volatility and risk What makes a good fund manager across different philosophies and asset classes Some of the biggest money challenges Peter sees with his clients How Peter is setting up client portfolios for the next 30 years —------ 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 . —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing . Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok , & LinkedIn Sign up to our daily news email —------ <p
Sun, December 08, 2024
Nick Griffin - The Nvidia story is not over | Summer Series
Nick Griffin is the Founding Partner & Chief Investment Officer of Munro Partners. 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 Nick, we're unpacking: What Nick is working on today and why Nvidia may have more growth left in 2025 How Nick got started in funds management Lessons learned while investing in growth stocks How Nick would set up a portfolio if he was starting again today What interesting stocks Nick's keeping an eye on today —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. Managing over $2.5 billion in assets, Viola Private Wealth specialises in clear, empowering wealth solutions. Whether you're preserving wealth or planning intergenerational transfers, their boutique approach ensures personalised attention for every client. To speak to the team at Viola Private Wealth, complete the contact form on their website . —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing . Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok , & LinkedIn Sign up to our daily news email —------ In the spirit of reconciliation, Equit
S9 Enull · Wed, December 04, 2024
2024 wrapped: Stock of the year, bold predictions & what happened in markets
We're here for our final regularly scheduled episode of 2024. As is traditional, we are closing out the year with a review of our 2024 bold predictions, our stock of the year picks and a review of how our portfolios moved in 2024. Here's what we cover on another big episode of Equity Mates: How global markets moved and which stock markets were the top performers A review of our bold predictions from the start of the year Who won our annual stock of the year competition? A preview of our upcoming 12-episode Summer Series —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Interested in speaking to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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 p
S9 Enull · Mon, December 02, 2024
Expert: Andrew Brown - Review of 2024 and his Bold Predictions
Andrew Brown is Executive Director of East 72 Holdings. Every year we book-end the year with Andrew's bold predictions. As we get to the end of 2024, Andrew joined us in the studio to review the 15 predictions he made at the start of the year. Tune in to hear how he went. We review the year that was and unpack: The macro: inflation, interest rates and where to next Investment opportunities: Gold, oil, stock market indexes and what is looking overvalued? The people: Donald Trump, Elon Musk and so much more The big themes: The business of sport, the decline of traditional media and artificial intelligence —------ Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia
S9 Enull · Sun, December 01, 2024
Buying a house with a 2% deposit, Apple's falling profit & Pimp my Portfolio with Adam Dawes
Two years ago, Apple was the most profitable of the Big 6 tech companies (Apple, Microsoft, Nvidia, Alphabet, Amazon & Meta). Two years later, it is the least. We take a look at the shifting fortunes of the world's largest companies and reflect on what it could mean for investors. If you want to see the research that sparked this conversation: check it out on our Instagram. Here's what else we cover on another big episode of Equity Mates: We unpack the government's Help to Buy housing policy Is it a good idea to buy a house with a 2% deposit? Adam Dawes returns for another Pimp my Portfolio —------ Interested in Adam's portfolio health check? Fill out the form on our website and we'll put you in touch. —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts
S9 Enull · Thu, November 28, 2024
Expert: Kerry Craig - Trump's impact on the stock market according to JPMorgan Asset Management
Kerry Craig is Executive Director & Global Market Strategist at J.P. Morgan Asset Management Every year for the past 29 years JPMorgan's team of market experts have built their Long Term Capital Market Assumptions to predict the next 10-15 years of markets and help guide their institutional clients and in-house investment teams. Today on the show, Kerry Craig helps us understand where J.P. Morgan Asset Management sees the world going: Where Trump will have the biggest impact on markets How inflation and interest rates will impact the US and Australia from here The best performing stock markets for the next 15 years How AI will impact the economy Where retail investors should be investing —------ Thank you to J.P. Morgan Asset Management for sponsoring this episode and helping us keep all of our content free. Find out more about JGLO on their website and check out the full range of Active ETFs . —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge th
S9 Enull · Wed, November 27, 2024
Bryce get's a sanity check, the one big risk for Nvidia, & why the stock market is history's greatest wealth creator
Bryce's portfolio is out of sync. Over the past year his leveraged ETFs have run hard and grown into a large percentage of his total portfolio. So now he's wondering what he should do: rebalance, let his winners run, double-down? To help us think through what to do next we called one of Australia's top financial advisers, Charlie Viola of Viola Private Wealth. That's not all we cover in another big episode of Equity Mates: More good news for Nvidia with its Blackwell chip selling out But there is a risk in their customer concentration The number of Australians behind on their mortgage has doubled since 2016 Why the stock market is history's greatest wealth creator —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want to speak to one of our hand-picked advisers? Fill out the form on our website and we'll put you in touch. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowle
S9 Enull · Mon, November 25, 2024
Expert: Luke Laretive - High conviction stocks in Aussie small caps
Luke Laretive is a financial adviser and founder of Seneca Financial Solutions. In today's episode we unpack: Luke's biggest learnings from the first anniversary of his small caps fund Recent takeaways from a mining trip to WA What Luke thinks larger financial institutions often get wrong Luke's 3 highest conviction stock picks —------ Want more from Luke? Want to speak to Luke or another of our hand-picked advisers? Fill out the form on our website and we'll put you in touch. Check out Luke's Good Research platform and use the code 'mates' for 10% off your subscription —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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 ou
S9 Enull · Sun, November 24, 2024
Investing for a $1.5m portfolio, Nvidia earnings & Cathie Wood's $1 billion mistake
Is it realistic to build a $1.5 million portfolio in 22 years if I was to invest $200 a week? That is the community question we set out to answer in today's episode of Equity Mates Investing. Tune in to hear our thoughts, the importance of projections and how we think it could be done. That's not all we cover in another big episode of Equity Mates: All the details from Nvidia's latest quarterly earnings Why Super Micro Computer is back (and the stock is up more than 30%) The latest evidence that the US and Europe's trade restrictions on China are really starting to have an effect Why Cathie Wood's biggest mistake cost her over $1 billion in less than 2 years —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want to speak to one of our hand-picked advisers? Fill out the form on our website and we'll put you in touch. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional
S9 Enull · Thu, November 21, 2024
Expert: Sam Gordon - How anyone can get started in property investing
Sam Gordon is the founder of Australian Property Scout, a buyers agency with the mission to retire 500 Australians by 2030. We've had Sam on the podcast a number of times to unpack property investment strategies and hear how the market is moving. However, we've never unpacked Sam's personal story. Until now. Tune in to learn about: How Sam bought his first apartment The resources Sam used to educate himself Why property investing is active not passive How Sam found himself sleeping in a backyard to renovate his property Sam's experience getting burnt by a buyers agent The founding story of Australian Property Scout Where Sam's portfolio is up to today —------ Thank you to Australian Property Scout for sponsoring this episode and helping us keep all of our content free. Want to learn more about property investing? Check out Australian Property Scout's free content or get in touch with Sam and the team. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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
S9 Enull · Wed, November 20, 2024
Bryce sells MinRes, 11 expert stock picks & Pimp my Portfolio with Charlie Viola
Every year, some of the best fund managers from Australia and around the world pitch their top stock pick at the Sohn Hearts & Minds conference. In today's episode we review the picks from this year's conference. Tune in to find out: Which stocks were picked by the 11 experts Why the theme of the event could have been 'Mr Beat Up' Bryce's latest thoughts on Mineral Resources Our thoughts on the current changes to financial advice laws in Australia Charlie Viola returns for another Pimp my Portfolio —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want to speak to one of our hand-picked advisers? Fill out the form on our website and we'll put you in touch. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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 res
S9 Enull · Mon, November 18, 2024
Expert: Chris Bates - Are buyers agents worth it, tips to boost buying capacity & first home buyer trends
Chris Bates is the cofounder of Flint and the mortgage broker who helped both of us buy our first homes. We asked you on Instagram and the Facebook Discussion Group what questions you had about property. In this episode we ask Chris: What first home buyers should do once they buy When you should revalue your home Tips to boost borrowing capacity Chris' thoughts on the First Home Super Saver Scheme What trends he's seeing in young buyers Whether buyers agents are worth it? —------ Want to speak to Chris or another of our hand-picked advisers? Fill out the form on our website and we'll put you in touch. —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Invest
S9 Enull · Sun, November 17, 2024
House prices are falling in these cities, our favourite investing books & LVMH is in the bargain bin - is it time to buy?
The era of self-driving cars is here, house prices have fallen in one-in-three Australian suburbs and the biggest winner from Trump’s election was actually an ETF. These are just a few of the topics we cover in a jam-packed episode of Equity Mates. Tune in to find out: Why Waymo robotaxi service in Los Angeles is just the tip of the iceberg The best and worst performing suburbs of the Australian housing market Why the Destiny Tech100 ETF has been the biggest winner since Trump's election (up almost 200%) Our favourite investing and business books Why Super Micro Computer is piquing investor interest despite possibly being delisted from the Nasdaq The opportunities popping up in the luxury goods industry —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want to speak to one of our hand-picked advisers? Fill out the form on our website and we'll put you in touch. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts o
S9 Enull · Thu, November 14, 2024
Expert: Alex Vynokur - The inside story of Betashares & where it goes from here | Betashares Direct
Alex Vynokur is the founder and CEO of Betashares. In this conversation we unpack the founding story of Betashares, the lessons Alex learned along the way and where we sees Betashares going from here. Tune in to learn about: The insights that led to Betashares How the Australian finance industry inititally reacted to Betashares The early ETF launches & how the market reacted The recent launch of Betashares Direct What is in the product pipeline —------ Thank you to Betashares for sponsoring this episode and helping us keep all of our content free. Interested in exploring Betashares Direct? Check out the website or download it from the App Store. —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of
Wed, November 13, 2024
We’re feeling the Bitcoin FOMO, Pimp my Portfolio (Adam Dawes) & who said Australia doesn’t have tech stocks?
Bitcoin has crossed $90,000 USD, Tesla has crossed $1 trillion value and Elon Musk's personal wealth has crossed $300 billion. A lot has happened in the week since Trump's re-election in the US. In today's episode we unpack the market moves you need to know. That's not all we cover in a big episode of Equity Mates: We compare the ASX 200 v ASX All-Tech Index We look at some of the biggest movers in Australian technology Adam Dawes returns for another Pimp my Portfolio —------ Want to speak to Adam or another of our hand-picked advisers? Fill out the form on our website and we'll put you in touch. —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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
S9 Enull · Mon, November 11, 2024
Joe Aston - Qantas is just the tip of the iceberg
Today's guest is Joe Aston, Rear Window columnist at the AFR for 12 years and the author of The Chairman's Lounge: The Inside Story of How Qantas Sold Us Out . Joe's book tour will go down as one of the most successful in the history of Australian business book. It has caused weeks of headaches for the Prime Minister and has seen a number of nervous politicians declare flight upgrades and other benefits from Australia's major airlines. In today's episode we wanted to go beyond the Qantas story and unpack Joe's view on Australia's corporate culture and how large listed companies can do better. We unpack: The cosy relationship between business media and Australia's large companies Joe's most memorable columns from his time at the AFR The Qantas story and why everyday Australians should care The relationships Joe has witnessed between politicians and large companies The lack of oversight from boards of many large Australian companies How everyday investors can look for misaligned incentives and poor oversight Whether, in Joe's opinion, Qantas is a buy, hold or sell? —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube —------ 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 T
S9 Enull · Sun, November 10, 2024
How Trump will impact markets & why we like stocks over Bitcoin, gold and a Picasso?
Donald Trump will be returning to the White House and every news organisation in the world has been focused on it. In today's episode we unpack how markets have responded - from stock markets, bonds, Bitcoin and currencies there have been some fascinating movements that tell us a lot about how investors think the next 4 years will play out. That's not all we cover in a big episode of Equity Mates: Domino's Pizza Enterprises CEO Don Meij is calling it a day after 40 years at the company (listen to our interview with Don Meij ) Boeing's strike is over as 33,000 workers agree to return to work We compare emerging market ETFs to Asian ETFs and unpack why we prefer one over the other We share why we love stocks over most other asset classes We ask the question: are you investing or are you speculating? —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Eq
S9 Enull · Thu, November 07, 2024
How we would invest $100,000 today | Betashares Direct
How would we build a portfolio today if we were given $100,000? That was the question that Betashares asked us, with the only condition that we had to build a portfolio of ASX-listed ETFs. Tune in to hear the principles we'd apply when building our portfolio and the specific ETF's we'd be buying. —------ Thank you to Betashares for sponsoring this episode and helping us keep all of our content free. Interested in exploring Betashares Direct? Check out the website or download it from the App Store. —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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
S9 Enull · Wed, November 06, 2024
Property expert says: avoid these suburbs! & our 8 lessons from 8 years of Equity Mates (live in Brisbane)
Today we're excited to bring you the recording of our latest live show: Equity Mates, Live in Brisbane. We split the night into 3 segments: Our 8 biggest lessons from 8 years of Equity Mates How to invest in property on any budget with Sam Gordon, founder of Australian Property Scout Deal or No Deal: A property investment game with Sam Gordon However you want to build wealth - property or stocks - we cover it in a fun night. —------ Thank you to Australian Property Scout for sponsoring our live show and helping us get up to Brisbane. Want more Sam Gordon? Check out his Australian Property Scout Summit on 17 November in Sydney. —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing ac
S9 Enull · Mon, November 04, 2024
Expert: Andrew 'Twiggy' Forrest - Business lessons, hydrogen & what fossil fuel companies don't want you to know
Today's guest is Andrew 'Twiggy' Forrest, the chairman of Fortescue Metals Group. Twiggy took over the company that would become Fortescue in 2003 and developed it into one of the world's four major iron ore miners in a little over a decade (and became Australia's second wealthiest person in the process). Today, Twiggy also invests privately through Tattarang and is one of Australia’s leading philanthropists through Minderoo Foundation and is a leading voice on ending the use of fossil fuels and creating green energy solutions. In today's episode we discuss: Where the nickname Twiggy comes from How he is spending his time today What are his biggest problems with 'net zero' Why Fortescue has committed to 'real zero' instead Whether a complete phase out of fossil fuels is truly possible Advice for young Australians starting their careers —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country thro
S9 Enull · Sun, November 03, 2024
How to analyse any stock in 30 seconds, Bitcoin nears record highs & Pimp my Portfolio with Charlie Viola
Can you really analyse a stock in 30 seconds? Yes, according to one investor we found online. We have a look at his strategy, and the 4-step criteria he uses to quickly screen any stock, and consider how useful is it as a quick stock checklist. That's not all we cover in a big episode of Equity Mates: Bitcoin is back at all time highs Reddit has turned a profit for the first time and shot up 40% Woolworths disappoints and falls 6% Charlie Viola joins us for another edition of Pimp my Portfolio —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes.
S9 Enull · Thu, October 31, 2024
Expert: Michael Frazis - Ozempic, semiconductors, AI & the next big biotech
Today’s guest is Michael Frazis, founder of Frazis Capital Partners. Michael is noted for his growth-investing framework searching for companies that are fast growing with deep customer love. He joins us today to unpack what he’s seeing in biotech, semiconductors, AI and GLP-1 drugs. With his fund up 74% so far this year - he’s obviously seeing a fair bit! You don't want to miss this episode. —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has n
S9 Enull · Wed, October 30, 2024
America is cooked (not the election), Two experts with two very different portfolios & the pros and cons of emerging market ETFs
David Einhorn and Daniel Loeb are two of the best investors of their generation. In today’s episode we review their latest investors letters and see two very different views on where the stock market is at and where it will go from here. So we take a look at their portfolios and see how they're investing based on their views of the market. Which portfolio do we prefer? That is what we debate in today's episode. That's not all we cover: America is cooked (and no, we're not talking about the election) Robinhood is introducing prediction markets and betting to its investment platform The New York Stock Exchange wants to move to 22 hour trading We answer two listener questions on Emerging Market ETFs And we compare the returns of index investing against active management in emerging markets Resources discussed David Einhorn's letter Daniel Loeb's letter —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest —------ 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 conn
S9 Enull · Mon, October 28, 2024
Ask an Adviser: Offset v Superannuation v Debt Recycling - Who comes out on top?
Dylan Pargiter-Green is a Director and Financial Advisor at Bold Wealth. He specialises in helping older Australians prepare for retirement. We wanted to get specific in today's episode and so today we work through a case study of Mr Equity and Mrs Mates. In particular, they want to know if they'll be better off in retirement if they maximise the use of their offset, their superannuation or use debt recycling. So Dylan has crunched the numbers and is presenting the scenarios back to Mr Equity and Mrs Mates in today's episode. Want to follow along as we go? Dylan has prepared this presentation that outlines the three scenarios. —------ If you would like to speak to Dylan, fill out the form on our website and we'll put you in touch. Want to get involved? Have a question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group —------ Want more Equity Mates: Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , and LinkedIn —------ 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
S9 Enull · Sun, October 27, 2024
Australian housing quarterly update & Nuclear energy and AI: What you need to know
Two big segments on the podcast today. Firstly, we dig into the emerging partnerships between Big Tech and nuclear power generators and ask 'just how big will this story get?'. Then, we are joined by Sam Gordon of Australian Property Scout to get an update on Australia's property market. —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general ad
S9 Enull · Thu, October 24, 2024
Expert: Jared Pohl - 4 companies this growth investor loves | ECP Asset Management
Today’s guest is Jared Pohl, is a partner and portfolio manager at ECP Asset Management. ECP is an active Australian fund manager and in this conversation we unpack: ECP's investment philosophy and why Jared believes in active investing How we can ensure we're choosing the right active managers ECP's stock selection process and rules for portfolio construction Why Jared believes in Australian growth stocks Read the article on Afterpay Jared mentions in the conversation. —------ Thank you to ECP Asset Management for sponsoring this episode and helping us keep all of our content free. You can find out more about ECP's Growth Companies Fund on the ECP website. —------ Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. ECP Disclaimer: Copia Investment Partners Ltd (AFSL 229316, ABN 22 092 872 056) (Copia) is the issuer of the ECP Growth Companies Fund (Fund). A current PDS is available from Copia located at Level 25, 360 Collins Street, Melbourne Vic 3000, by visiting <a href="http://ec
S9 Enull · Wed, October 23, 2024
Q&A on leveraged ETFs, Netflix's 300% surge & we react to terrible financial advice
Recently, Betashares have brought a number of new leveraged ETFs to the Australian market. We've been seeing plenty of questions about them in our Facebook Discussion Group, so we asked Cameron Gleeson from Betashares to jump on the pod and help answer them. That's just one topic we cover in another big episode of Equity Mates: Why its been a tough week for founder-led businesses Whether the fall in Mineral Resources or WiseTech creates a buying opportunity? The Netflix come back is complete - down 75% and then up more than 300% We review some of the worst financial content we've come across on social media —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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 a
S9 Enull · Mon, October 21, 2024
Buy or Sell: Henry Jennings - Liontown, Zip, Qantas, NextDC, Lynas & more
We're back with another edition of Buy or Sell with Adam Keily. Today he is joined by Henry Jennings, Senior Market Analyst at Marcus Today. Adam and Henry are going through 10 stocks on Henry's watchlist or are front of mind for the Equity Mates community. The companies covered on today's episode include: Lionstown Resources (ASX: LTR) Zip Co (ASX: Z1P) IGO Limited (ASX: IGO) Qantas Airways (ASX: QAN) CSL Limited (ASX: CSL) NextDC Limited (ASX: NXT) Lynas Rare Earths (ASX: LYC) Southern Cross Electrical Engineering Limited (ASX: SXE) ASX: ASX Xanadu Mines Ltd (ASX: XAM) —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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. —------ Equity Mate
S9 Enull · Sun, October 20, 2024
Ren's portfolio revamp: VAS is gone! & Pimp my Portfolio with Adam Dawes
Ren is selling his holdings in Australia's most popular ETF - VAS (aka Vanguard Australian Shares Index ETF). Has he fallen out of love with the product or is he liquidating his holdings to go all-in on Bitcoin? You'll have to tune in to find out. That's just one topic we cover in another big episode of Equity Mates: Why Ren is sticking with his broker, rather than moving to Betashares Direct How to find companies with great investment runways Adam Dawes returns for the latest edition of Pimp my Portfolio —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any adv
S9 Enull · Thu, October 17, 2024
Expert: Sorin Roibu - Alibaba and Baidu to beat Amazon and Google!?
Today’s guest is Sorin Roibu, co-portfolio manager of the Brandywine Global Opportunistic Equity Fund . Sorin has more than 20 years experience in the finance industry and in today's episode we unpack the investment philosophy he has developed over his journey and how he brings that philosophy to life in his fund. In a wide ranging conversation, we unpack: Why value investing is one of the most overused terms in investing circles How Brandywine Global looks for multiple ways to win in an investment Why Sorin is underweight the Magnificent 7 mega-cap tech stocks China's unfolding economic story and why Sorin believes Chinese tech may outperform US tech from here What is going on at Boeing and the airline industry more generally —------ Thank you to Brandywine Global for sponsoring this episode and helping us keep all of our content free. You can find out more about Brandywine Global and Sorin's Brandywine Global Opportunistic Equity Fund on the Franklin Templeton website . ----- Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube —------ 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 p
S9 Enull · Wed, October 16, 2024
We review the 3 new defence ETFs, Elon's mixed week & stealing from your partner
Elon Musk had a mixed week, his Tesla cybercab event disappointed with shares falling 9%. Meanwhile, SpaceX's latest launch amazed as the booster was caught 'chopstick-style' by the launch pad. We unpack it all in today's episode. Meanwhile, back here in Australia, three of the major ETF providers have launched very similar ETFs: Vaneck Global Defence ETF (ASX: DFND) - 10 September 2024 Betashares Global Defence ETFs (ASX: ARMR) - 4 October 2024 Global X Defence Tech ETF (ASX: DTEC) - 7 October 2024 On today's podcast, we compare them each of them and share our preferences. Finally, we close out the episode with some investors confessions. —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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. —---
S9 Enull · Mon, October 14, 2024
Matt Barrie: How Australia's Housing Market Became a National Crisis
Matt Barrie is the CEO of Freelancer (ASX: FLN). Recently he joined us in studio for an in-depth discussion about Australia’s housing market and economic future. Matt offers his unfiltered take on why Australia’s property bubble is unsustainable, how mass immigration and flawed policies are driving a cost of living crisis, and what he believes is needed to avoid a catastrophic collapse. Links mentioned in the episode: Matt's article: "The Great Australian Scream" Follow-up article: "Put Another Aussie on the Barbie" Matt's Australian Institute for Progress, 2024 Keynote speech: "Put Another Aussie on the Barbie" —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media an
S9 Enull · Sun, October 13, 2024
Seth Klarman's portfolio revealed, the end of obesity is near & is Roblox a "pedophile hellscape"?
Activist short-sellers are known for their provactive short reports, designed to capture media attention and push the price of shares down. But Hindenburg Research's latest report - Roblox: Inflated Key Metrics For Wall Street And A Pedophile Hellscape For Kids - still felt a little extreme. We unpack what Hindenburg are accusing Roblox of in today's episode of Equity Mates. We also cover: How one decision by Chinese policy-makers rippled through markets around the world America has seen its first drop in obesity rates in decades - no prizes for guessing why: Ozempic We answer of community question on ETF overlap What legendary investor Seth Klarman has in his portfolio —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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 thei
S9 Enull · Thu, October 10, 2024
Expert: Cameron Blanks - 3 key lessons from 20 years of private equity deals | Pacific Equity Partners
Today’s guest is Cameron Blanks, Managing Director at Pacific Equity Partners one of Australia's largest and longest-tenured private equity firms. Cameron first joined Pacific Equity Partners in 2002 and in today's episode he unpacks 3 key lessons from more than 20 years in private equity. He also unpacks a number of case studies from Pacific Equity Partner's history that illustrates timeless investing principles that are applicable for public and private market investors alike. —------ Thank you to Pacific Equity Partners for sponsoring this episode and helping us keep all of our content free. You can find out more about Pacific Equity Partner's Gateway product and how they are working to make the asset class more accessible at: https://www.pepgateway.com.au/ ----- Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professiona
S9 Enull · Wed, October 09, 2024
Pimp my Portfolio with Charlie Viola, the math behind Australian property & does Rio signal lithium is back?
Charlie Viola is one of Australia's top financial advisers, regularly topping the Barron's list of top financial advisers and advising some of the wealthiest Australians. Fresh of announcing his new venture Viola Private Wealth , Charlie was kind enough to stop by the studio and help the Equity Mates community improve their portfolio. Listen to the latest edition of Pimp my Portfolio as one of Australia's top advisers reviews Steph's portfolio. That's not all we cover in a big episode of Equity Mates: The Bank of Nan & Pop is emerging as a major home loan lender in Australia Rio Tinto is looking to buy Arcadium Lithium, which would make it the 3rd largest lithium player globally Bryce crunches the number on Australian property and concludes: you don't always make money on property —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the
S9 Enull · Mon, October 07, 2024
Expert: Sumit Gautam - Why AI won't deliver in 2025
Artificial intelligence has been the biggest story in markets this year, but is it overhyped? Today's guest thinks it is unlikely to live up to investor expectations in 2025. In this episode we speak to Sumit Gautam, a former private equity executive and founder of Scalar Gauge, a hedge fund trying to take a "private equity style of investing to the public markets". In this conversation he unpacks: His investment philosophy Why private equity outperforms and how he is taking that approach to public markets The divergence between the tech economy and the real economy Why the AI narrative is unlikely to live up to investor expectations in 2025 How he would advise investors that are overweight magnificent 7 tech stocks Why he is investing in software companies over AI Sumit is participating in the Hearts & Minds conference on 15 November in Adelaide, where a dozen of the world's best investors pitch their best stock idea all in support of funding medical research. In this interview we close by discussing the conference and why participating is important to Sumit. —------ Want to check out the Hearts & Minds event? Head to their website to learn more and secure your tickets. And to save 20% off a virtual ticket, use the code EQUITYMATES2024 —------ Want to get involved? Have a question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Want more Equity Mates: Sign up to our email to keep up with business news Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the h
S9 Enull · Sun, October 06, 2024
How the US election will impact your portfolio, Owen Rask reveals his portfolio & shackles are off at OpenAI
Over the past few weeks, both Bryce and Ren have revealed their full portfolios. On today’s episode, we speak to Owen Rask and ask him what is in his portfolio. Find out the 1 individual stock (yes, just one!) that Owen continues to hold, how he approaches ETFs and managed funds and the big change he made to his portfolio a couple of years ago. That's not all we cover in a big episode of Equity Mates: The US dock workers strike and how it could affect Australia OpenAI's latest funding round and Sam Altman's big payday How US elections affect stock markets What is in Owen Rask's portfolio **A quick note: Between recording and releasing this episode, the US dock workers paused their strike until 15 January. So the discussion about how the strike could impact the global economy is now outdated, but may become relevant again post 15-January** —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of countr
S9 Enull · Wed, October 02, 2024
ASX's best start since 2013, is Boeing a buy after 40% drop & Pimp my Portfolio with Adam Dawes
Don't look now, but the Aussie stock market is breaking records. The first quarter of the 2025 financial year (i.e. July to September) was the best opening quarter since 2013. And that is despite plenty of negative headlines (never forget News.com.au's "horror global bloodbath" from the start of August). Just another reminder that timing the market is nigh on impossible. That's why we love a consistent, automated approach that invests regularly in the market on up-days and down-days. Enough about our investing philosophy, because we're covering a lot in this episode of Equity Mates: The Aussie stocks that led the charge this quarter (how about Zip up 94%!) Australia has delivered a budget surplus for the second consecutive year Koala Airlines is trying to go where Rex and Bonza failed Mr Beat Up joins us on the podcast to chat about Boeing's year from hell Adam Dawes joins us for another edition of Pimp my Portfolio —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity M
S9 Enull · Mon, September 30, 2024
Ask an Adviser: We were under-insured, you probably are too - Phil Thompson
Insurance. It’s more interesting than you think. Over the past year we've been on a journey with Phil Thompson from Skye Wealth to sort out our own insurances. Both Bryce and I (Ren) have done the meetings, filled out the forms and received advice from Phil and the team. Our big takeaway: we were woefully underinsured, and we'd hazard a guess that you are too. Join us on this episode as we continue to understand the world of personal insurance and how we can get it right, including: What kinds of insurance we should consider at different stages of life What insurance we can pay for with superannuation How we manage the level of cover we receive through superannuation Some tips and tricks to calculate the cover you need If you want to relive the journey, you can check out our two previous episodes with Phil on our website. —------ Want to speak to Phil or another of our hand-picked financial advisers? Let us know a little about you by filling out this form and we'll put you in touch —------ Sign up to our daily news email to keep up with stories moving markets. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , LinkedIn , TikTok —------ 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 respect
S9 Enull · Sun, September 29, 2024
Bryce's portfolio revealed, Aussie inflation improves & why ending negative gearing won't solve the housing crisis
Ever wondered every stock, ETF and managed fund that Bryce owns? Well this is the episode for you. After a groundswell from the Facebook Discussion Group, Bryce agreed to lift the lid on his full portfolio. That's not all we cover in a big episode of Equity Mates: Australian inflation is now back under 3%. But don't go celebrating just yet Negative gearing is back in the news and we unpack our view on the controversial tax break for property investors Meta has announced their next-generation augmented reality glasses, Orion. Are they on to a winner? —------ Want to get involved in the podcast? Have thoughts on Bryce's portfolio or our views on negative gearing? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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
S9 Enull · Thu, September 26, 2024
A deep dive on our personal finances - Quarterly portfolio review | PocketSmith
Personal finance platform PocketSmith challenged us to go deeper on our finances and better track where our money is going. So every quarter we're going to use their platform to do a deep dive on our personal finances and review how we've been spending and investing. Tune in to today's episode as we lift the lid on our own money habits as we unpack: How we set up our personal finances and budgets What we've been spending on this quarter Of the money we've been saving, what have we been investing in? Any financial and investing goals for the next quarter? From how much we've each been spending on groceries to our latest investments, tune in to this episode to get a closer look at how we've been managing our money. —------ Thank you to PocketSmith for sponsoring this episode and helping keep all of our content free. If you want to try PocketSmith for yourself, hit this link to get 50% off your first two months of PocketSmith’s Foundation plan! —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Want more Equity Mates? Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Pick up our books: Get Started Investing and Don’t Stress, Just Invest —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media.
S9 Enull · Wed, September 25, 2024
Investor confessions, RBA holds interest rates & our top capital gains tax tips
Between May 2022 and November 2023, the Reserve Bank of Australia raised rates 13 times in 18 months. In the 10 months since, Australia's Central Bank has held rates steady. We unpack everything you need to know from the latest RBA meeting. That's not all we cover in a big episode of Equity Mates: Microsoft is re-opening an infamous nuclear power plant to power its AI ambitions Nike is replacing its CEO and the market celebrated REA group isn't giving up How capital gains tax works and how you can best manage it We close with 3 new investor confessions —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podc
S9 Enull · Sun, September 22, 2024
Super-for-Housing is still a bad idea, Luke Laretive returns for Pimp my Portfolio and Nick Cregan breaks down the power of real estate platforms
One of Australia's great companies, REA Group, is looking to acquire the biggest real estate portal in the UK, Righmove. Today, we call Nick Cregan from Fairlight Asset Management who has invested in Rightmove to understand what REA Group sees in Britain and where it might go next. That's not all we cover in a big episode of Equity Mates: Elon Musk and Larry Ellison are begging for a product, can you guess what? Why Oracle is up more than 50% this year Super-for-Housing has been raised again. It is still a bad idea. Luke Laretive returns for another Pimp my Portfolio —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. T
S9 Enull · Wed, September 18, 2024
Ren's portfolio revealed, the world is cutting rates Australia isn't & Bryce buys a mining company
The groundswell started in the Equity Mates Facebook Discussion Group: we want to see Ren's whole portfolio. So on today's episode, he nervously shares it with the world. That's not all we cover in a big episode of Equity Mates: Bryce's latest investment is an Aussie mining company The world is cutting rates, so why isn't Australia? OpenAI had unveiled a new PHD-level AI Why we love the resilience of the share market (and you should too!) —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for educa
S9 Enull · Mon, September 16, 2024
Ask an Adviser: Inside Liam and Emma's first advice session with Christine Dang
What actually happens when you go to get financial advice? As two people that haven't been able to afford advisers, that is a question both of us (Bryce and Ren) have. And that is a question we often hear from the Equity Mates community. So we set out to answer it. To do it, we took on the personas of Liam and Emma - a couple working on building wealth and planning for some major life milestones - and sat down with financial adviser Christine Dang. Listen as we take you inside the room and unpack how an initial meeting with an adviser takes place. We cover: The 'getting-to-know-you' questions an adviser will ask What financial information they are after How they approach goals and major financial milestones The most common financial situations they encounter How clients can manage competing financial goals (i.e. buying a house v paying for a wedding) Thinking about investing inside of super or outside of it And so much more! Whether you already have an adviser, are thinking about speaking to one, or are not interested at all - this episode will help you think about your personal financial situation and goals. —------ Want to speak to Christine or another of our hand-picked financial advisers? Let us know a little about you by filling out this form and we'll put you in touch —------ Sign up to our daily news email to keep up with stories moving markets. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest —------ 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
S9 Enull · Sun, September 15, 2024
Rupert's real-life Succession, Ren's latest buy & should I consolidate my ETFs?
Three of Rupert Murdoch's kids are taking him to court in Nevada, with the fate of News Corp on the line. But for Rupert that is only one challenge to his chosen successor Lachlan's control of News Corp. That's not all we cover in a big episode of Equity Mates: Apple's latest iPhone announcement including their AI launch Some of the more exciting, less covered aspects of the Apple launch (and an investment idea Ren's running with as a result) Celebrating two Australian exports taking on the world The pros and cons of consolidating multiple ETFs into one all-world ETF Investor cheat sheet results as we look at Caledonia's portfolio —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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. —------
S9 E111 · Thu, September 12, 2024
Why Index Investing: Because indexes are forever | iShares by BlackRock
Welcome to the final installment of our series exploring the power of index ETFs. Over four episodes we've been discussing why indexes: Ensure you don't miss out on growth Offer income without the hassle Cut your losers, double-down on your winners Are designed to last forever (this episode) In this episode we're taking a closer look at why indexes may be the only truly timeless investment product. We all love the idea of being a long term investor, but not every investment is designed to be long-term. The history of the stock market is a history of companies rising and falling, of one generation's giants being disrupted by a new wave of companies. When it comes to index ETFs, it is a completely different proposition. They are designed to be timeless and capture the growth in the stock market, wherever it comes from next. Tune in to today's episode to find out how. —------ This content has been made in collaboration with iShares by Blackrock, NAB Trade and S&P Dow Jones Indicies. Thank you to these partners for helping keeping all of our content free and accessible. —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. The content is distributed by WealthHub Securities Limited (WSL) (ABN 83 089 718 249)(AFSL No. 230704). WSL is a Market Participant under the ASIC Market Integrity Rules and a wholly owned subsidiary of National Australia Bank Limited (ABN 12 004 044 937)(AFSL No. 230686) (NAB). NAB doesn’t guarantee its subsidiaries’ obligations or performance, or the products or services its subsidiaries offer. This material is intended to provide general advice only. It has been prepared without having regard to or taking into account any particular investor’s objectives, financial situation and/or needs. All investors should therefore consider the appropriateness of the advice, in light of their own objectives, financial situation and/or needs, before acting on the advice. Past performance is not a reliable indicator of future p
S9 E110 · Wed, September 11, 2024
Channel 9: Australian housing to fall 50%, hiding money from your partner & what makes Nvidia great
"Australian housing to fall 50%". That was the takeaway from a recent report on Channel 9's 60 Minutes after an interview with economist Harry Dent. To kick off this episode we explain why that is some of the worst financial reporting we've seen in a while. Do better Channel 9. That's not all we cover in a big episode of Equity Mates: How Channel 9 and Channel 7 have reported very similar stories before Investor Confessions returns with two new confessions We unpack what has made Nvidia such a great company —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you sho
S9 E109 · Sun, September 08, 2024
Nvidia's record loss, are hedged ETFs worth it, Australia's shocking savings rate & Pimp my Portfolio
Australia's latest economic data was released last week, and while our GDP grew 0.2% there were plenty of reasons to be concerned. We dig into the data in today's episode. We also cover the news of the day, including: Nvidia just experienced the largest one-day loss of value in history. We unpack why This year's largest takeover in Australia, AirTrunk was acquired by Blackstone Hedged v Unhedged ETFs and whether they are worth it Adam Dawes joins for another Pimp my Portfolio Resources discussed: Articles on hedged v unhedged ETFs from Betashares and Stockspot —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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 To
S9 E108 · Thu, September 05, 2024
Why Index Investing: Cut your losers, double-down on your winners | iShares by BlackRock
Welcome to part 3 of our 4 part exploration of the power of index ETFs. We may have written a book on them, but we still think index ETFs are under-appreciated. Over four episodes we'll be discussing why indexes: Ensure you don't miss out on growth Offer income without the hassle Cut your losers, double-down on your winners (this episode) Are designed to last forever In this episode we're taking a closer look how the design of an index gives us more of the companies doing well, and less of the companies doing poorly. Two of the hardest parts of investing - knowing when to sell and getting your position sizing correct. Luckily, the design of the index product takes care of both of those for you by applying a consistent, rules-based approach. Listen to today's episode to understand how. —------ This content has been made in collaboration with iShares by Blackrock, NAB Trade and S&P Dow Jones Indicies. Thank you to these partners for helping keeping all of our content free and accessible. —------ Want a short, sharp summary of the news moving markets? Sign up to our email to keep up with the day's business news —------ Want to get involved in the show? Have a question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' h
S9 E107 · Wed, September 04, 2024
These healthcare stocks are uninvestable, why we avoid small cap indexes & the business of professional sport
Last week on the podcast, Bryce mentioned that "investing in a small cap index is not the way to go if you want small cap exposure". We got a few questions on why that was the case, so in this episode we unpack the problems of small cap indexes as why we will never invest in them. We also cover the news of the day, including: Like so many Australians, REA Group is moving to London The numbers behind their UK takeover target Rightmove The escalating dispute between health insurers and private hospitals Why some parts of the healthcare industry are becoming "uninvestable" The NFL's decision to allow private equity investment Why Mark Cuban sold a majority stake in the Dallas Mavericks —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for educa
S9 E106 · Mon, September 02, 2024
Buy or Sell: Michael Gable - Gold, Paladin Energy, Goodman Group, BHP & more
Adam Keily is back for another episode of Buy or Sell. This episode he sits down with Michael Gable, Managing Director of Fairmont Equities. Companies discussed: BHP Group (ASX: BHP) QBE Insurance (ASX: GBE) Global X Physical Gold (ASX: GOLD) WiseTech (ASX: WTC) Goodman Group (ASX: GMG) Telstra (ASX: TLS) CSL (ASX: CSL) Domino's Pizza Enterprises (ASX: DMP) Macquarie Group (ASX: MQG) Paladin Energy (ASX: PDN) —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , LinkedIn , Facebook , Twitter & even Threads —------ 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.
S9 E105 · Sun, September 01, 2024
Buffett bags the trillion, Zip is so back & kids that day trade
Warren Buffett first started buying Berkshire Hathaway shares in 1965 when the shares traded between $12 and $19. Fast forward 60 years and Berkshire Hathaway is now the first American non-technology company to be valued at $1 trillion. Those same shares are today worth $715,300. Wild. That is just one of the topics we cover in a big episode of Equity Mates: Australia's latest inflation print: 3.5% in the 12 months to July. But there's a devil in the detail Ray Dalio wants his voice to live forever. But does anyone else? Nvidia's latest quarterly results Zip's first ever profit Guzman y Gomez's first report as a public company Ex-AFL CEO's Gill McLachlan's first report as the CEO of the gambling company Tabcorp Results from Woolworths, Coles, Nine Entertainment and BHP Finally, we finish we some of the worst financial advice we've come across on social media. Resources discussed: The Financial Times' reporting on Ray Dalio —------ Want to get involved in the podcast? Send us a voice message on our website and we'll play it on the podcast. —------ Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and th
S9 E104 · Thu, August 29, 2024
Why Index Investing: Income without the hassle | iShares by BlackRock
Welcome to part 2 of our 4 part exploration of the power of index ETFs. We may have written a book on them, but we still think index ETFs are under-appreciated. Over four episodes we'll be discussing why indexes: Ensure you don't miss out on growth Offer income without the hassle (this episode) Cut your losers, double-down on your winners Are designed to last forever In this episode we're taking a closer look at the income paid by index ETFs, and why they offer a simple alternative to the hassle and cost of chasing dividend yields from cyclical individual stocks. —------ This content has been made in collaboration with iShares by Blackrock, NAB Trade and S&P Dow Jones Indicies. Thank you to these partners for helping keeping all of our content free and accessible. —------ Want a short, sharp summary of the news moving markets? Sign up to our email to keep up with the day's business news —------ Want to get involved in the show? Have a question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Important Information: This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 23 July 2024. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general advice only and does not take into account your individual objectives,
S9 E103 · Wed, August 28, 2024
122 years of share market returns, Boeings bad year gets worse & Pimp my Portfolio
Over the past 122 years, the Australian share market has averaged annual returns of 13.2%. Wild. And that is despite plenty of reasons to be concerned over those years - pandemics, world wars, missing prime ministers, you name it, it's happened. And the Aussie sharemarket has kept on growing. In today's episode we take a look at that 122 year history and see what we can learn. We also cover the news of the day, including: Australia's right to disconnect The Federal Reserve cutting rates Boeing's bad year gets worse Australia's federal opposition turns on big box retailers Resources discussed: Morgan Housel's strategy for a market downturn Australian stock market returns back to 1900 —------ Want to get involved in the podcast? Send us a message on our website and we'll play it on the podcast. —------ Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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 pre
S9 E102 · Mon, August 26, 2024
Expert: Sam Gordon - How to get into property on any budget
To talk about the housing market, we are joined by Sam Gordon in this episode. Sam is the founder of Australian Property Scout and recently won Buyers Agent of the Year for 2024. In this episode we cover: An update on the housing market Why Sam thinks we're seeing a two-speed housing market Why certain capital cities still have growth potential How you can think about getting into housing at any budget Different first home buyer strategies Sam has seen with his clients —------ Want to keep up to date with the news moving markets? Sign up to our short, sharp daily news brief . Everything you need to know, delivered to your inbox at 6am every week day. —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , LinkedIn , Facebook , Twitter & even Threads —------ In the spirit of reconciliat
S9 E101 · Sun, August 25, 2024
Community confessions, Bryce's latest investment & Aussie companies taking on the world
As Reporting Season rolls on in Australia, we take a look at some of the highlights from week 2 including 3 Aussie companies taking on the world. We also discuss: What we can learn from the latest RBA meeting meetings 3 of the 4 Big Banks cutting their rates on term deposits. Are they worth it these days? Options when it comes to active managers in Australia Finally, we introduce a new segment: investor confessions. Resources discussed: List of all ASX-listed ETFs —------ Do you have an investing confession? Let us know via our website . —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of co
S9 E100 · Thu, August 22, 2024
Why Index Investing: You don't miss out on growth | iShares by BlackRock
The growth of index ETFs has been one of the investing stories of our lifetime. And yet, we think they're still under-appreciated. Over 4 episodes we're going to be exploring the power of index investing. In the first episode we're focusing on growth, and why with index funds you don't miss out. —------ This content has been made in collaboration with iShares by Blackrock, NAB Trade and S&P Dow Jones Indices. Thank you to these partners for helping keeping all of our content free and accessible. —------ Want a short, sharp summary of the news moving markets? Sign up to our email to keep up with the day's business news —------ Want to get involved in the show? Have a question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Important Information: This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 23 July 2024. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general advice only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.</p
S9 E99 · Wed, August 21, 2024
Gold hits all-time highs, What's in Nancy Pelosi & Bill Ackman's portfolios & Pimp my Portfolio with Adam Dawes
Australia may have just set a record with 18 golds at the Olympics, but there is another gold setting records. The price of gold has just hit $2,500 USD an ounce, the first time it has ever hit that level. What's driving the gold price? Is now the time to invest? We unpack it all in today's episode. We also: Launch a new segment - Cheat Sheet - where we peak at the portfolios of some of the best investors Look at Nancy Pelosi and Bill Ackman's portfolios Adam Dawes returns for another Pimp my Portfolio Resources discussed: Listen to our interview with Chris Judd ( Spotify | Apple ) —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of
S9 E98 · Mon, August 19, 2024
Ask an Adviser: Meet Bryce and Ren's mortgage broker - Chris Bates
Meet Chris Bates - the mortgage broker who helped both of us (Bryce and Ren) get into our first homes. We have been getting so many questions about buying a first home, recycling equity and moving into property investment that we've asked Chris to join us on the show to help answer these questions. In today's episode we cover: Our own property stories (and how Bryce almost made a huge mistake) Trends in the property market and where to next How inflation is impacting property prices Some of the common mistakes first home buyers make Why Chris thinks debt-recycling is overhyped (but also how we can do it) Chris' thoughts on rentvesting Whether buying land to subdivide it is a good strategy If a buyer's agent is worth it Wherever you are with property, we think this episode will give you plenty to go away and think about applying to your own finances. —------ Want to see Bryce's property checklist? Make sure you're in the Facebook Discussion Group (If you're off Meta, hit us up on our website and we'll send it to you) —------ Want to speak to Chris or another hand-picked financial advisor? Let us know a little about you by filling out this form and we'll put you in touch —------ Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest —------ 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 Str
S9 E97 · Sun, August 18, 2024
Comparing One-ETF portfolios, the golden rules of Reporting Season & the slow death of TV speeds up
Reporting Season has kicked off in Australia, as publicly listed companies share how they've gone over the past 12 months. In this episode we share what we've learned so far. We also: Follow up our conversation on sports betting ads with some further facts & figures Discuss the challenges that cable TV is facing in Australia and the US Explore why the dating apps are down bad this year Unpack ASIC's case against the ASX for misleading the market Discuss the concept of the One-ETF portfolio Compare different One-ETF portfolios: VDHG, DHHF, VGS and BGBL Share some notable results from Australia's Reporting Season Resources discussed: Read Annabelle Crabb's ABC article on gambling ads —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and th
S9 E96 · Thu, August 15, 2024
Expert: Nitin Mathur - Don't miss India's rise | Fidelity
India's share market has been a star performer over the past few years. In the past 12 months the Nifty 50 is up 24% and over the past 5 years, it is up 118%. We wanted to understand where to next for India's economy and share market. To help us answer that question, we spoke to Nitin Mathur from Fidelity International. In this episode we cover: How Nitin approaches investing in India Some of the most common misconceptions about Indian companies What is happening on the ground in India How growing smart phone usage and internet penetration is changing the country Two stocks that Nitin finds interesting: Five Star Business Finance & Fortis Healthcare —------ This episode has been sponsored by Fidelity , find out more about the Fidelity India Active ETF (ASX:FIIN) on their website. Thank you to Fidelity for helping keep the podcast free. —------ Want to get involved? Have a question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Want more Equity Mates: Sign up to our email to keep up with business news Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Cu
S9 E95 · Wed, August 14, 2024
Watchlist for a market crash, Pimp my Portfolio returns & a ban on sports betting ads?
Despite record breaking Olympic coverage, Nine Entertainment has had a terrible year. Laying off employees, journalists on strike and cancelling a planned share-buyback. Now one of their biggest sources of advertising revenue - the gambling industry - may be getting restricted or banned. Who would want to be in legacy media? In today's episode, we look back the potential ban on gambling advertising in Australia and what effect it might have on listed companies. We also: Recover from the whiplash of the past 2 weeks in markets Discuss the AFR's article 26 stocks for the next market crash Add our own companies to that list Adam Dawes joins us for another Pimp my Portfolio —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of count
S9 E94 · Mon, August 12, 2024
Buy or Sell: Ben Rundle - Catapult, Dominos, Guzman y Gomez and more
Adam Keily is back for another episode of Buy or Sell. In these episodes, he sits down with an expert investor and works through a list of popular stocks with a simple question: are you buying or are you selling? In this episode, Adam is joined by Ben Rundle of Hayborough Investment Partners. Companies discussed: Lifestyle Communities (ASX: LIC) DUG Technology (ASX: DUG) Catapult Group (ASX: CAT) Redox (ASX: RDX) Guzman y Gomez (ASX: GYG) Domino's Pizza Enterprises (ASX: DMP) Eagers Automotive (ASX: APE) Dicker Data (ASX: DDR) Growthpoint Properties Australia (ASX: GOZ) Paragon Care (ASX: PGC) —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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 S
S9 E93 · Sun, August 11, 2024
A lot of panic for an average week, where to next for the economy & the rise and fall of media stocks
The headline that sticks with us from last week: "Recession fears in horror global bloodbath" (News.com.au). Nothing subtle about "horror global bloodbath". In today's episode, we look back at the week that was and consider whether the panic (and headlines like that) were justified. We also: Catch up on what we're learning from earnings season Discuss Elon Musk's Neuralink implanting a second brain chip Unpack the news out of the WA mining industry Share our takeaways from JP Morgan Asset Management's quarterly briefing Discuss our latest book club book, all about the rise and fall of media companies —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , LinkedIn , Facebook , Twitter & even Threads —------ In the spirit of reconciliation, Equity Mates Media a
S9 E92 · Thu, August 08, 2024
What Aussies are buying, competition amongst brokers & lessons on entrepreneurship - John Winters, CEO & cofounder of Superhero
We're joined in studio by John Winters, cofounder and CEO of Superhero. Competition amongst online stock brokers has been hot for years, and Superhero is right in the middle of it. In today’s episode we speak to John about: What his data shows Aussie investors are buying and selling How different age cohorts are investing Any other noticeable trends amongst Aussie investors John's entrepreneurship journey with Superhero & what he's learned How he sees competition amongst brokers in Australia Why Superhero changed their price to $2 brokerage What's in the product pipeline at Superhero —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok & LinkedIn —------ 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. —------ Superhero does not provide financial advice, so consider whether their product is right for you. Superhero Super is a sub-plan of OneSuper and is issued by Diversa Trustees Limited as trustee. Read the PDS and TMD at superhero.com.au .
S9 E91 · Wed, August 07, 2024
What a week: RBA rate decision, Aussie market fall leads to panic, Buffett has a quarter-trillion to invest & more
There are years where nothing happen and weeks where years happen. That quote feels particularly relevant after the week we've just seen. In a big episode of Equity Mates, we'll get you caught up on: The RBA's latest decision on interest rates and what it means The fall in the Aussie share market and the panic that ensued. Importantly, why that panic is overblown The falls in the US and Japan, and why they had quite different causes Buffett's latest market update, and his $277 billion cash pile Ren's out-of-left-field prediction for what Buffett is planning —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , LinkedIn , Facebook , Twitter & even Threads —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Inve
S9 E90 · Mon, August 05, 2024
Expert: Chris Judd - The biggest change creates the biggest opportunities
The first act of Chris Judd's career was as a premiership-winning, dual Brownlow Medal-winning footballer. His second act is a macro fund manager. Judd is the Founder & Portfolio Manager of Cerutty Macro Fund, a fund looking to capitalise on some of the biggest structural shifts in the global economy, In today’s episode we speak to Chris about: His journey from football to funds management His investment philosophy at Cerutty Why liquidity is such an under-appreciated factor for all investors An example of a big structural trend - Decarbonisation - and examples of investment opportunities that emerge The massive economic shift that Trump may have indicated by picking JD Vance as his running mate Want more? Listen to our first interview with Chris from 2019 Read the Cerutty Macro Fund monthly updates —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditiona
S9 E89 · Sun, August 04, 2024
Don't panic: the power of long-term investing, actually useful rules of portfolio construction & is micro-investing worth it?
Last week was a tough finish for the world's stock markets. In the US, the S&P 500 was down 2.4% and Nasdaq 100 down 3.8% for the week. In Australia, Friday was our worst day in 18 months with the ASX 200 down 2.1%. If you're following the market day-to-day, you might be panicking. This episode is our reminder of why you shouldn't. We're zooming out and reminding you of the power of long-term investing. That's not all we're doing as we also discuss some rules of portfolio construction and answer a question on whether micro-investing is worth it. —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , LinkedIn , Facebook , Twitter & even Threads —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout A
S9 E88 · Fri, August 02, 2024
Expert: Casey McLean - Opportunities in Australia: PolyNovo, Car Group, CSL, SiteMinder & more
Think the Australian share market is boring? Casey McLean wants to change your mind. Casey runs the Fidelity Australian High Conviction Active ETF (ASX: FHCO) and is looking for opportunities in some of the largest and most well-known Australian names. In this episode we discuss Casey's investment approach and where he sees the Australian economy going from here. We also discuss a number of companies including: SiteMinder Ventia CSL Cochlear ResMed Boral CSR PolyNovo Car Group —------ This episode has been sponsored by Fidelity , find out more about the Fidelity Australian High Conviction Active ETF . Thank you to Fidelity for helping keep the podcast free. —------ Want to get involved? Have a question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Want more Equity Mates: Sign up to our email to keep up with business news Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok & LinkedIn —------ 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
S9 E87 · Wed, July 31, 2024
Nuclear energy: Why it has been a top performing industry this year
We're back with another industry deep dive, this time looking at nuclear energy. In Australia, it has become a political conversation after Australia's federal opposition proposed building 7 nuclear power stations by 2050. But globally, nuclear energy has been one of the top performing sectors on the stock market. We wanted to understand why. So in this industry deep dive we're looking at: The adoption of nuclear energy around the world Why AI has become a huge driver of nuclear energy stocks The nuclear conversation in Australia The investment opportunity in uranium miners, nuclear power plants and industry suppliers across Australia, Europe, the US and Canada Join us as we dive into the industry and look at some of the big listed companies as well as some of the ETFs that track the industry. —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment pur
S9 E86 · Mon, July 29, 2024
Ask an Adviser: Building wealth through different stages of life - Glen Hare
As we move through different stages of life our opportunities to build wealth and financial priorities change. On today's Ask an Adviser episode, we spoke to recently awarded Financial Advisor of the Year Glen Hare, about how he guides his clients through these different stages. We cover: Young and getting started: First job, travel, getting out of debt, thinking about property Accumulators: Key milestones, investing, planning for the future Starting a family: Estate planning, thinking about kids, emergency funds and tax-efficient investing Wherever you are on your investing journey, we think this episode will give you plenty to go away and think about applying to your own finances. —------ Want to speak to Glen or another hand-picked financial advisor? Let us know a little about you by filling out this form —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok & LinkedIn —------ 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 respe
S9 E85 · Sun, July 28, 2024
We're searching for the world's best moat, 1 million people working for you & Pimp my Portfolio
We're on a quest to find the companies with the best moat (aka long-term sustainable competitive advantages). In this episode we unpack why moats are the most important factor when investing in individual stocks and share some of the companies that top our list. If you have a company you'd like to add to our list, hit us up on our website . We also take a look at incentives in the stock market and why investing means you have millions of people working for you. Finally, Luke Laretive joins us for another edition of Pimp my Portfolio. —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , LinkedIn , Facebook , Twitter & even Threads —------ In the spirit of reconciliation, Equity Mates Media and the hos
S9 E84 · Wed, July 24, 2024
Beware pre-IPO ETFs, will a 14th rate rise change anything & the rise of Astrology investing
Since May 2022 we've seen 13 rate rises in Australia. On the 6th of August we'll hear from the Reserve Bank again and markets are predicting a 14th rate rise. We take a look at what is driving inflation and ask: will a 14th rate rise change anything? We then look at the rise of pre-IPO ETFs. They're having a moment (at least on Bryce's Instagram) but when we go under the hood we quickly realise they're not all they're cracked up to be. We'll unpack why in this episode. Finally, we take a look at a worrying trend that has popped up on TikTok - applying Astrology and Numerology to investing. Naturally we had to see if it could predict the next Afterpay. Spoiler alert: it couldn't. Resources discussed: Equity Mates Instagram posts on Numerology and Astrology —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest —------ 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 t
S9 E83 · Mon, July 22, 2024
Buy or Sell: Felicity Thomas - Lynas, AMD, Playside Studios & more
Adam Keily is back for another episode of Buy or Sell. This episode he sits down with Felicity Thomas of Shaw & Partners and the cohost of the Talk Money to Me podcast (listen on Apple or Spotify ) —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , LinkedIn , Facebook , Twitter & even Threads —------ 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
S9 E82 · Sun, July 21, 2024
2024's best performing Super funds, Offset or invest in stocks & Pimp my Portfolio
As we turn the page on the 2024 financial year, the list of the best performing Super funds has been released. Listen to today's episode to hear if your Super fund made the cut. In a big episode of Equity Mates, we also are joined by Adam Dawes for another Pimp my Portfolio and finish with a listener question on deciding between adding money to your offset account or investing in shares. Resources discussed: Read more about the best performing Super funds —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , LinkedIn , Facebook , Twitter & even Threads —------ In the spirit of reconciliation, Equity Mates Media and the h
S9 E81 · Thu, July 18, 2024
Expert: Gary Monaghan - The outsized opportunity in Asia | Fidelity
Asia is more than half the world's population and most of the world's economic growth. It is as varied, with established, slower-growing economies like Japan and China and faster-growing economies like India and Vietnam. It is home to some of the world's most cutting edge technologies, like semiconductors in Taiwan and South Korea. And home to some future resource superpowers like Indonesia. Within that opportunity set, Gary Monaghan and the team at Fidelity are plying their trade, searching for the best opportunities amongst the thousands of publicly-listed companies. In today’s episode we speak to Gary about the opportunity in Asia: The Fidelity investment philosophy and how that translates to Asian equities Why Gary thinks we should be investing in Asia The biggest misconceptions about Asia he hears from investors outside the region Which country Gary thinks is 'next up' after China and India We finish by deep diving on two stocks that Gary thinks best represent the Asian opportunity —------ Thank you to Fidelity for sponsoring this episode in celebration of the launch of their Fidelity Asia Active ETF (ASX: FASI). Visit www.fidelity.com.au to find out more. Issued by FIL Responsible Entity (Australia) Limited, AFSL No. 409340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD available at www.fidelity.com.au . —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form —------ 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 connecti
S9 E80 · Wed, July 17, 2024
Aussie market hits all-time highs, can it continue? | Dividend reinvestment plans | Pimp my Portfolio
The Australian stock market has hit all time highs, driven by some of the most familiar names in the index - the big 4 banks are all up double-digits year-to-date. The question is, can it continue? In today's episode we also answer a question on dividend reinvestment plans and are joined by Luke Larative for another Pimp my Portfolio. —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , LinkedIn , Facebook , Twitter & even Threads —------ 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. —------ Equi
S9 E79 · Mon, July 15, 2024
Ask an Adviser: Tax strategies, leveraged investments, anxiety around super - Dylan Pargiter-Green
We're back with our latest Ask an Adviser episode, this time with Dylan Pargiter-Green, Director & Advisor at Bold Wealth. Ask an Adviser is your chance to put your questions to some of Australia's top financial advisers. We know the cost of advice is out of control and we want to help bring advisers closer to Australians who cannot afford them. If you have a question ask via our website and we'll feature it in a future episode. Here's what we cover it this episode: Setting up your finances as a couple Investing for a child's education When's the right time to pursue different tax strategies? Investing using leverage Managing your super and ensuring you have enough for retirement —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , and LinkedIn —------ 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
S9 E78 · Sun, July 14, 2024
Is Nike undervalued, the Aussie dollar is rising & investing for kids
A couple of months ago we introduced Mr. Beatup to the podcast. He made the case Tesla was oversold and it has jumped 70% since then. He's back on this episode to make the case that the market has overreacted to Nike. Can lightening strike twice - tune in and see. That's not all we cover in a jam packed episode of Equity Mates: Why the Aussie dollar is rising The opportunities for investors and consumers when the dollar is rising A framework to approach investing for kids Some of the assets that make the most sense for a 20+ year time horizon —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , LinkedIn , Facebook , Twitter & even Threads —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional
S9 E77 · Thu, July 11, 2024
Expert: Jennifer Wu - the core ingredients of a sustainable investing strategy
Today’s guest is Jennifer Wu, Chief Global Sustainable Investing Strategist at J.P. Morgan Asset Management. Jennifer has extensive experience in sustainable investing, and in today’s episode we focus on sustainable investing from the perspective of J.P. Morgan Asset Management and how they assess financially material factors to then incorporate into their core strategies. We also get some practical advice from Jennifer about how we can incorporate ESG criteria into our own portfolios. In today’s episode we cover: Jennifer’s background in markets and sustainable investing The evolution of sustainable investing over the past decade, and the trends shaping the future The difference between sustainable investing and ESG The core ingredients that define sustainable investing strategies The power of engagement, through the lens of a case study How J.P. Morgan Asset Management are planning on meeting net zero by 2050 The challenges of a lack of standardised definitions and criteria in sustainable investing —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest —------ 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 A
S9 E76 · Thu, July 11, 2024
Half year market wrap, the worst investing take, struggling Australian media & Pimp My Portfolio
In today’s episode we: discuss the struggles facing Australian media and unpack the layoffs at Nine look at the best and worst performing stocks for the first half of 2024 have a crack at some of the economist predictions that haven’t panned out this year bring back Luke Laretive and a community member to have their portfolio reviewed Hosted on Acast. See acast.com/privacy for more information.
S9 E75 · Mon, July 08, 2024
Expert: Michael Frazis - Why I sold Nvidia
Today’s guest is Michael Frazis, founder of Frazis Capital Partners. Michael is one of the most well-known growth investors in Australia, with his fund returning 80% in the first half of 2024. Over the past 5 years, he has ridden many of the up's and down's of investing in technology and life sciences and in today's episode he unpacks how he managed it and what he has learned. In today’s episode we cover: Michael's investing philosophy How his growth fund rode the high's of 2020 and 2021 and the low's of 2022 and 2023 What he has changed from these experiences How he delivered 80% for investors in the first half of 2024 Where he sees opportunity in life sciences Why he sold Nvidia —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok & LinkedIn —------ 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 p
S9 E74 · Sun, July 07, 2024
Having enough for retirement, mixed inflation news & the power of Renaissance Technologies
A jam-packed episode of Equity Mates as we catch up on the news, discuss anxiety around superannuation and having enough for retirement and discuss what we've learned about investing legend Jim Simons and Renaissance Technologies —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , LinkedIn , Facebook , Twitter & even Threads —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertain
S9 E73 · Thu, July 04, 2024
Expert: James Abela - How you can spot the next global future leader | Fidelity Global Future Leaders Fund
Today’s guest is James Abela, the co-portfolio manager of the Fidelity Global Future Leaders Active ETF (ASX: FCAP). Sifting through the universe of small to mid-cap listed companies can be very difficult. In today’s episode James shares his approach to finding and constructing a portfolio of the future leaders. We discuss his framework of using quality, value, momentum and transition, and we use some case studies to illustrate the investment philosophy. In today’s episode we cover: The characteristics that make a ‘global future leader’ The hallmarks of a strong competitive advantage How to assess the sustainability of a competitive advantage Two stocks that encompass the investment approach and are global future leaders —------ Fidelity’s new range of active ETFs covering India, Asia, concentrated Australian equities and global small and mid caps, puts their 400 investment experts at your fingertips. Access the best of Fidelity’s hand-picked investments in just one trade. Find out more about the Fidelity Global Future Leaders Active ETF . Issued by FIL Responsible Entity (Australia) Limited, AFSL No. 409340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD available at www.fidelity.com.au. ----- Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Tradit
S9 E72 · Wed, July 03, 2024
Super Micro Computer: First you buy Nvidia, then you buy Super Micro
Apparently the saying is “First you buy Nvidia, then you buy Super Micro” But have you heard of Super Micro Computers? In today's episode, we delve into Super Micro Computer, a key player in the high-performance server and storage solutions market. We'll explore the company's history, current operations, financial performance, and future prospects. Joining us is John Blank, PhD, Chief Equity Strategist and Economist at Zacks Investment Research, to provide expert insights into Super Micro's investment potential and the broader tech landscape. In this episode we cover: The recent stock performance The company history and some of the controversial moments along the way Their range of products and market position The financial performance Growth drivers Bull and bear case How big this company could get in 10 years _______ Thanks to Superhero for proudly supporting this series. Superhero Super has given us the control we want to manage our super. Superhero Super is primed for performance with a wide range of investment options including professionally managed portfolios, thematic, and direct investments accessible in an intuitive app. Download Superhero’s easy-to-use app and start tailoring your super today. Remember, Superhero does not provide financial advice, so consider whether their product is right for you. Superhero Super is a sub-plan of OneSuper, which is issued by Diversa Trustees Limited as trustee. Read their PDS and TMD and download the Superhero app at superhero.com.au . —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Watch Equity Mates on YouTube —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australi
S9 E71 · Mon, July 01, 2024
Buy or Sell ETF Edition: Andrew Wielandt - Nasdaq 100, Cybersecurity, Quality
Adam Keily is back for another episode of Buy or Sell. This episode he sits down with Andrew Wielandt from DP Wealth Advisory - a self-proclaimed ETF Whisperer. Companies discussed in this episode include: VanEck MSCI International Small Cos Quality ETF (ASX QSML) Nasdaq 100 (ASX: NDQ) Betashares Global Cybersecurity ETF (ASX: HACK) GlobalX Physical Gold (ASX: GOLD) VanEck MSCI International Quality ETF (ASX: QUAL) BHP Commonwealth Bank (ASX: CBA) Praemium (ASX:PPS) James Hardie Industries (ASX:JHX) ASX (ASX: ASX) —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , LinkedIn , Facebook , Twitter & even Threads —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing ack
S9 E70 · Sun, June 30, 2024
Zip: Is it back? | Company Deep Dive
It’s been a rollercoaster ride for shareholders of Zip, and now the question becomes, is it back? In today's episode, we take a look at Zip, one of Australia’s leading "Buy Now, Pay Later" (BNPL) companies. Joining us in the second half is Jonathan Higgins, Head of Research at Unified Capital Partners and Co-founder, who provides expert insights into Zip's investment potential and the broader BNPL market. In this episode we cover: The history of the BNPL industry, and Zips part in it Zips recent stock performance and market perception An overview of their product range The company’s financial scorecard The global BNPL industry and market dynamics The bull case and bear case What the future holds for Zip _______ Thanks to Superhero for proudly supporting this series. Superhero Super has given us the control we want to manage our super. Superhero Super is primed for performance with a wide range of investment options including professionally managed portfolios, thematic, and direct investments accessible in an intuitive app. Download Superhero’s easy-to-use app and start tailoring your super today. Remember, Superhero does not provide financial advice, so consider whether their product is right for you. Superhero Super is a sub-plan of OneSuper, which is issued by Diversa Trustees Limited as trustee. Read their PDS and TMD and download the Superhero app at superhero.com.au . —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Watch Equity Mates on YouTube —------ 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
S9 E69 · Thu, June 27, 2024
Expert: Claire Smith - Bryce is on the hunt for a private equity manager
Today’s guest is Claire Smith, Head of Private Assets Sales, Australia and New Zealand at Schroders (a global active investment manager). Over the last few months we’ve been doing more and more content focussed on private equity. The returns are compelling and the opportunities are interesting. And with fewer and fewer public listings each year, it seems having some exposure to private equity could be a good idea. In this episode I (Bryce) am on the hunt for a private equity manager in my portfolio, and I’m sitting down with Claire to understand how Schroders approach PE, and their place in the market. In today’s episode we cover: How private equity markets are structured and segmented The fallacy that to get good returns you need to invest with the big end of town How having too much money is actually hurting the big players Schroder’s semi-liquid, open-ended PE fund, and how it might work in my portfolio Some examples of investments that Schroders are making Where Claire thinks the PE industry will be in 10 years —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest —------ 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
S9 E68 · Wed, June 26, 2024
Eli Lilly: The greatest drug of all time? | Company Deep Dive
GLP-1 drugs have taken the world by storm, and Eli Lilly is right in the middle of it. In today's episode, we take an in-depth look at Eli Lilly, a leading pharmaceutical company with a big history and a huge catalogue of medications (hence their tagline ‘a medicine company’.... We explore the company's past, present, and future prospects from an investment perspective. Joining us in the second half is Michael Frazis, Portfolio Manager at Frazis Capital Partners, who provides expert insights into Eli Lilly's investment potential and challenges. In today’s episode we cover: Early innovations included gelatin-coating for pills, fruit flavorings, and sugar-coated pills to make medicines easier to swallow. Current operations and well-known drugs The extensive product list, and their market positioning Their massive clinical pipeline Financial overview Bull case & bear case Where the company could be in 10 years _______ Thanks to Superhero for proudly supporting this series. Superhero Super has given us the control we want to manage our super. Superhero Super is primed for performance with a wide range of investment options including professionally managed portfolios, thematic, and direct investments accessible in an intuitive app. Download Superhero’s easy-to-use app and start tailoring your super today. Remember, Superhero does not provide financial advice, so consider whether their product is right for you. Superhero Super is a sub-plan of OneSuper, which is issued by Diversa Trustees Limited as trustee. Read their PDS and TMD and download the Superhero app at superhero.com.au . —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news —------ 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 a
S9 E67 · Mon, June 24, 2024
Expert: Tim Samway - The new frontier of private equity
Our guest today has extensive experience in markets. From public equities at growth asset manager Hyperion, Chairman of agri manager at Packhorse, to now forging a new sector of private equity in Australia. In this interview with Tim Samway, founder and chairman of Scarcity Partners, we unpack his story in markets, and ‘general partner staking’ - a fast-growing sector of the private equity market. In today’s episode we cover: Tim’s investment thesis, and how it’s changed over the years What GP staking is and how it’s different to traditional private equity Why you would invest in the manager, not just their funds What to look for in a fund manager beyond their track record The opportunity set within private equity and if it’s becoming saturated —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal
S9 E66 · Sun, June 23, 2024
Audinate: Is it a buying opportunity at these levels? | Company deep dive
In today's episode, we explore Audinate, a key player in the audio-visual (AV) industry, from an investment perspective. We unpack the company's history, innovative products, and financial performance. Joining us in the second half is Ben Richards, Investment Analyst at Seneca Financial Solutions, who provides expert insights into Audinate's investment potential and challenges. In today’s episode we cover: Audinate’s mission and target customers Company history Their flagship product - Dante Financial overview Future prospects with innovation and expansion Growth strategy _______ Thanks to Superhero for proudly supporting this series. Superhero is Australia’s best-value online share trading platform as awarded by Money Magazine three years running. They’re feature-packed for a fraction of the cost, including $2 brokerage. Get Invested, trade for $2 with Superhero. $2 brokerage is for trades up to $20k and in the relevant currency. Ts&Cs do apply and you can read them or download the Superhero app at superhero.com.au . Superhero does not provide financial advice and you should consider whether the product is right for you. —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube —------ 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
S9 E65 · Wed, June 19, 2024
Catapult: Dominating sports analytics - how big can it get? | Company deep dive
You know Catapult swims in big circles when it’s Patrick Mahomes, Mbappe and Jason Tatum on slide 3 of their H1 results presentation… In today's episode, we explore Catapult, a leading provider of performance tracking and analytics technology in sports. We delve into the company's history, current operations, and future prospects from an investment perspective. Joining us in the second half is Andrew Brown, executive director of East 72, who provides expert insights into Catapult's investment potential and challenges. In today’s episode we cover: The business of investing in sports An overview of Catapult’s global reach The founding story, from a research project in 1999 The current operations and technology Teams & Leagues Using Catapult Technology Financial overview The future prospects - how big can this get and what is the end game? Episode recorded 3rd May 2024. Interview with Andrew Brown recorded 31st May 2024. _______ Thanks to Superhero for proudly supporting this series. Superhero is Australia’s best-value online share trading platform as awarded by Money Magazine three years running. They’re feature-packed for a fraction of the cost, including $2 brokerage. Get Invested, trade for $2 with Superhero. $2 brokerage is for trades up to $20k and in the relevant currency. Ts&Cs do apply and you can read them or download the Superhero app at superhero.com.au . Superhero does not provide financial advice and you should consider whether the product is right for you. —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Watch Equity Mates on YouTube —------ 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 re
S9 E64 · Mon, June 17, 2024
Ask An Adviser: Bryce saved $900 getting personal insurance advice w/ Phil Thompson
Life insurance is something most of us have in our superfunds, but I (Bryce) didn’t. So I went through the process of getting life insurance with Phil Thompson, and the results were surprising (compared to the default cover in my superfund). TL;DR - I recommend you take the time to understand your default cover in your super fund and then get a comparison quote from an advisor, because chances are you’ll be underinsured. As you’ll hear in this episode, getting insurance outside of your existing default cover doesn’t need to impact your cashflow either. Here's what we cover it this episode: My (Bryce) life goals, and why now was the time to look at life insurance The process I went through to get a personal quote A detailed look at the outcome of the advice A breakdown of the advice and how it might be applicable to you Questions from the community about life insurance —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcas
S9 E63 · Sun, June 16, 2024
Tesla: "It's on a path" to grow 300% by 2030 | Company deep dive
There’s probably no other company that is continuously as divisive as Tesla. The bulls are raging, and the bears are equally as strong. Will Tesla hit the heights that so many believe is capable of achieving, or will it fall back to the pack of traditional automakers? In today’s episode we look at Tesla’s recent developments, explore the company’s history, products and future prospects. Joining us in the second half is Christopher Tsai, CIO at Tsai Capital, who provides expert insights into Tesla's investment potential and challenges. In today’s episode we cover: Company overview and history Tesla’s tumultuous past 6 months Current market position and lineup of business units and products Financial overview What the company could look like in 10 years Resources discussed: Power of compounding paper on Tsai website Episode recorded 3rd May 2024 _______ Thanks to Superhero for proudly supporting this series. Superhero is Australia’s best-value online share trading platform as awarded by Money Magazine three years running. They’re feature-packed for a fraction of the cost, including $2 brokerage. Get Invested, trade for $2 with Superhero. $2 brokerage is for trades up to $20k and in the relevant currency. Ts&Cs do apply and you can read them or download the Superhero app at superhero.com.au . Superhero does not provide financial advice and you should consider whether the product is right for you. —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Watch Equity Mates on YouTube —------ 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 o
S9 E62 · Wed, June 12, 2024
Droneshield: 255% year-to-date - this company is flying | Company Deep Dive
In today's episode, we take a look at DroneShield, a leader in counter-drone technology, and a stock that has captured the attention of the investing community. We explore the company's history, current operations, market potential, and financial performance. Joining us in the second half is Andrew Page, founder of Strawman.com, who provides expert insights into DroneShield's investment potential and challenges. In this episode we cover: The changing nature of warfare Droneshield’s history The three major business operations driving growth The company’s market size and sales pipeline A financial overview and a look at the future prospects The bull case The risks, and bear case ______ Thanks to Superhero for proudly supporting this series. Superhero is Australia’s best-value online share trading platform as awarded by Money Magazine three years running. They’re feature-packed for a fraction of the cost, including $2 brokerage. Get Invested, trade for $2 with Superhero. $2 brokerage is for trades up to $20k and in the relevant currency. Ts&Cs do apply and you can read them or download the Superhero app at superhero.com.au . Superhero does not provide financial advice and you should consider whether the product is right for you. —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube —------ 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 commun
S9 E61 · Mon, June 10, 2024
Buy or Sell: Lucas Goode - Xero, NextDC, Brainchip, Cettire + more
Adam Keily is back for another episode of Buy or Sell. This episode he sits down with Lucas Goode of Investor Mutual to discuss 10 stocks that are front of mind for Lucas Companies discussed in this episode include: Nexgen Energy Imdex Austal Readytech Holdings Metals Acquisition Temple & Webster Group Cettire Brainchip Holdings Nextdc Xero GQG Partners —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , LinkedIn , Facebook , Twitter & even Threads —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Inv
S9 E60 · Sun, June 09, 2024
Disney: Investing ride of a lifetime or time to get off? | Company Deep Dive
Trivia question: Only one of Disney's entries in the 30 highest-grossing films of all time is not a sequel or doesn't have a sequel. Can you guess it? You'll have to listen to find out... In today's episode, we take an in-depth look at Disney from an investment perspective. We explore the company's rich history, current structure, and financial performance. Joining us in the second half is Hatem Dhiab, founding partner at Gerber Kawasaki, who provides expert insights into Disney's investment potential and challenges. In today’s episode, we cover: Company overview and history Company structure and business units Walt Disney studios and their television division The magic of Disney’s IP Company financials Bull case, bear case What success looks like in 10 years ______ Thanks to Superhero for proudly supporting this series. Superhero is Australia’s best-value online share trading platform as awarded by Money Magazine three years running. They’re feature-packed for a fraction of the cost, including $2 brokerage. Get Invested, trade for $2 with Superhero. $2 brokerage is for trades up to $20k and in the relevant currency. Ts&Cs do apply and you can read them or download the Superhero app at superhero.com.au. Superhero does not provide financial advice and you should consider whether the product is right for you. —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest —------ 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. <
S9 E59 · Thu, June 06, 2024
How much super should I have at my age? How to stay on track | Vanguard Super Retirement Series
It’s the final episode of our Superannuation series, and today we explore the question of how to know if you’re on track for a secure retirement. We unpack strategies to ensure you're prepared for different stages of life, what to do if you're not on track, and how to navigate the uncertainties of retirement planning. In today’s episode we cover: The great unknown: how much we’ll need in retirement How do you know if you’re on track? What you can do if you’re not on track Where you should be at different decades in your life Resources discussed: MoneySmart Superannuation Calculator —------ Thank you to Vanguard Super for sponsoring this episode. Extend your investment success with Vanguard to your Superannuation. Head to vanguard.com.au/super to explore Vanguard Super. —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional C
S9 E58 · Tue, June 04, 2024
Expert: Aidan Geysen - 4 key criteria for choosing the right super fund | Vanguard Super Retirement Series
Our superannuation series continues, as we try to encourage the many Australians not engaged with their super to start paying attention! In this episode, we sit down with Aidan Geysen, a Senior Manager at Vanguard Super, to discuss the essential toolkit for setting up and managing your superannuation. We cover the basics of choosing the right Super fund, understanding the key criteria to consider, and the resources available to help you make informed decisions. In today’s episode we cover: The importance of consolidating your super 4 key criteria to choosing the right fund How to compare funds to make sure you have the right one Additional resources to help manage your super Resources discussed: SuperRatings ATO MySuper comparison tool ATO online consolidation tool —------ Thank you to Vanguard Super for sponsoring this episode. Extend your investment success with Vanguard to your Superannuation. Head to vanguard.com.au/super to explore Vanguard Super. —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country t
S9 E57 · Sun, June 02, 2024
Are you wasting 11% of your salary? | Vanguard Super Retirement Series
According to a Vanguard study, 1 in 2 working-age Australians have either not made contact in the last 12 months or indeed never made contact at all with their superannuation (this includes just visiting the fund’s website!). This is a big problem, given how important it is to engage with your super as early as possible. In this episode we break down the reasons why you should not be ignoring your super. In today’s episode we cover: Why super is more than a financial product; it’s a means to achieve choice and comfort in retirement The substantial tax advantages of super How too many Aussies aren’t engaged with their super and what you can do to change it Why super is the foundation of retirement, and the income required to live comfortably —------ Thank you to Vanguard Super for sponsoring this episode. Extend your investment success with Vanguard to your Superannuation. Head to vanguard.com.au/super to explore Vanguard Super. —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest —------ 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 t
S9 E56 · Sat, June 01, 2024
Guzman y Gomez is going public: We speak to co-CEOs Steven Marks and Hilton Brett
On Friday, Guzman y Gomez announced their intention to list on the ASX. To talk about what next for the Mexican quick service restaurant giant, we jumped into the studio with co-CEOs Steven Marks and Hilton Brett. Here's what we cover in today's episode: The story of Guzman from one store in 2006, to more than 200 stores today Where they see their sustainable competitive advantage Their ambition to reach 1,000 stores in Australia How international expansion to the US, Singapore and Japan has been tracking Resources discussed: Our 2020 interview with Steven Marks ( Spotify | Apple | Website ) Guzman y Gomez IPO Prospectus —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughou
S9 E55 · Thu, May 30, 2024
Uncovered: Protecting brains of stroke patients - Argenica Therapeutics
Uncovered is our series where we take a closer look at some of the Aussie companies that get less analyst coverage and media attention. And today’s episode is a cracker. When it comes to strokes, there is a saying: time is brain. During a stroke, blood vessels are blocked and blood carrying essential oxygen cannot make it to brain cells. This lack of oxygen kills 1.9 million brain cells every minute. Sadly, globally, only 35% of patients suffering from an acute stroke arrive at hospital in the critical 4.5 hour window for treatment. As such, stroke researchers around the world are focused on shortening the time to treatment. Argenica Therapeutics are approaching this problem slightly differently. Rather than trying to get the patient to hospital within the 4.5 hour window, they’ve asked: how can we widen that 4.5 hour window? To better understand their work, today we speak to Argenica Therapeutics CEO and Managing Director, Dr Liz Dallimore. —------ Want more? Read our write up on Argenica Therapeutics Want to ask a question or join us on the podcast, hit us up via our website . —------ Want more Equity Mates? Sign up to our email to keep up with business news Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Join the conversation in the Facebook Discussion Group Follow us on social media: Instagram , TikTok , & LinkedIn —------ 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. —---
S9 E54 · Wed, May 29, 2024
Ren (tries to) solve the housing crisis, Pimp my Portfolio & the saga of Paramount Global
Housing. It is the biggest conversation in Australia right now and is shaping up as a key battleground for Australia's next federal election. In this episode, we explore some data and consider whether it could be one step towards resolving the housing crisis. Here's what else we cover in today's episode: Luke Laretive returns for Pimp my Portfolio We chat about this month's book club pick: Unscripted: The Epic Battle for a Media Empire and the Redstone Family Legacy Discuss next month's book club pick: The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution Want to get involved in Pimp my Portfolio? Fill out the form on our website and we'll get in touch. —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest —------ 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
S9 E53 · Mon, May 27, 2024
Ask an Adviser: In the room with Glen Hare & a real client
If you've ever wondered how a financial advisor actually works with a client (as we certainly have), then this episode will shed some more light on the process. Equity Mates team member Emily very kindly agreed to take us behind the scenes and step through the process she went through with her financial advisor, Glen Hare. In this episode we speak to both Emily and Glen about the financial advice process. We go step-by-step from the initial meeting to receiving the statement of advice with an aim of understanding how it actually works with a financial advisor. We also unpack how Emily and her partner approached managing money and setting goals as a couple and where a financial advisor was able to help. —------ Want to speak to Glen or another hand-picked financial advisor? Let us know a little about you by filling out this form —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok & LinkedIn —------ 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 t
S9 E52 · Sun, May 26, 2024
Nvidia earnings, is it time to buy Tesla & with the Yen so low, should we invest in Japan?
Nvidia's earnings seem to be the biggest ticket in town these days. And their quarterly earnings last week did not disappoint. In business history, we've never seen a company this large grow this quickly. Tune in as we break down some of the wild numbers. Here's what else we cover in today's episode: We introduce a new segment: Mr Beat Up In it, we debate whether a beat up stock has been oversold (and is a good buy) or whether there's more bad news to come We also discuss the weakness in the Japanese Yen and whether that creates a buying opportunity in Japanese stocks —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , LinkedIn , Facebook , Twitter & even Threads —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledg
S9 E51 · Thu, May 23, 2024
Expert: Sam Gordon - How to find suburbs poised for growth
Whether you dream of owning a home, are an owner-occupier or a property investor, we all want to know what drives house prices. Today, we sit down with recently crowned Buyers Agent of the Year , Sam Gordon, to understand what he's looking for. Resources discussed: RealEstate.com.au CoreLogic SQM Research —------ Thank you to Australian Property Scout for sponsoring this episode. Their support helps keep all of our content free. —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Speak to a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest —------ 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. —---
S9 E50 · Wed, May 22, 2024
Industry Deep Dive: Healthcare - Double the size of supermarkets, none of the hype
We're back with another industry deep dive, this time on Australia's $241 billion healthcare industry. It is an industry that is almost double Australia's $130 billion grocery sector, but it get's none of the hype. Here's a few more stats on the sheer size of the industry: 1.7m people employed, about 13% total workforce Total healthcare expenditure: About 10.3% of GDP Number of hospitals (both public and private): Over 1,300 Join us as we dive into the industry and look at some of the big listed companies as well as some of the ETFs that track the industry. —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , LinkedIn , Facebook , Twitter & even Threads —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge
S9 E49 · Mon, May 20, 2024
Buy or Sell: Roger Montgomery - Nick Scali, Megaport, NovoNordisk & more
Adam Keily is back for another episode of Buy or Sell. This episode he sits down with Roger Montgomery of Montgomery Investment Management to discuss 10 stocks that are front of mind for Roger. Companies discussed in this episode include: ARB Corporation Macquarie Technology Group Alliance Aviation Services Megaport Nick Scali Commonwealth Bank Telix Pharmaceuticals Adobe NovoNordisk Sage Group —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , LinkedIn , Facebook , Twitter & even Threads —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians
S9 E48 · Sun, May 19, 2024
COVID stocks that haven't recovered (yet?), Pimp my portfolio & should I invest in gold?
Last week we covered a number of well-known stocks that crashed in 2022 and have since made incredible recoveries. Today we look at the other side of the equation - those companies that haven't yet or may never recover. Here's what else we cover in today's episode: We look at the incredible life (and investment returns) of Jim Simons Adam Dawes returns for another Pimp my Portfolio We consider the role of gold in a portfolio Want to submit your portfolio for Pimp my Portfolio? Submit via our website —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , LinkedIn , Facebook , Twitter & even Threads —------ In the spirit of reconciliation, Equity Mates Media and the hosts of
S9 E47 · Thu, May 16, 2024
Expert: Catriona Burns - Investing in AI outside the Big 7 | Wilson Asset Management
This was a really fun conversation. Speaking to Catriona from her offices in New York, we covered a wide range of topics relevant to global investors. From interesting ways to invest in artificial intelligence outside of the big tech stocks to what is driving the uptick in mergers and acquisition activity (and where it goes next), there was plenty of learnings and takeaways from this conversation. Here's what else we cover in today's episode: Catriona's investment philosophy How she thinks about investing in Big Tech at the moment Novel ways of investing in artificial intelligence outside of Big Tech How inflation and interest rates affect her investment process What Catriona has learned from the latest earnings season What is driving this uptick in M&A activity Want to get involved? Have a question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group —------ Want more Equity Mates: Sign up to our email to keep up with business news Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , LinkedIn , Facebook , Twitter & even Threads —------ Thank you to Wilson Asset Management for sponsoring this episode. Their sponsorship makes this podcast possible and helps keep all of our content free. —------ 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,
S7 E46 · Wed, May 15, 2024
Ask an Adviser: Dylan Pargiter-Green - When can I retire, is private school worth it & screwing up in your 30s
Dylan Pargiter-Green is a Director and Financial Advisor at Bold Wealth. He specialises in helping older Australians prepare for retirement. While we are still (sadly) a few years (decades) away from retirement, we wanted to ask Dylan the common mistakes he sees in his older clients that we can take steps to avoid today. We also wanted to discuss some of the big life milestones to come - settling down with a partner, having kids, navigating the cost of education, preparing for retirement - and how we can best prepare for them today. If you would like to speak to Dylan, fill out the form on our website and we'll put you in touch. Want to get involved? Have a question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group —------ Want more Equity Mates: Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , LinkedIn , Facebook , Twitter & even Threads —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country through
S9 E45 · Mon, May 13, 2024
Expert: Dion Hershan - Avoid the Mundane 7 | Yarra Capital
Dion Hershan is Executive Chairman and Head of Australian Equities at Yarra Capital. Today on the podcast, he gives us a new name for the largest stocks on the Aussie share market: The Mundane 7 (made up of the big 4 banks - Commonwealth, NAB, ANZ and Westpac - and the 3 large miners - BHP, Rio Tinto and Fortescue). In this episode Dion advises us to avoid the Mundane 7 and shares where he thinks the biggest growth opportunities in the Aussie share market reside: the ASX 200 outside the biggest 20 companies. In this episode we also dive deep on two companies that Dion thinks exemplify the opportunities outside the Mundane 7 - CAR Group (CAR) and NextDC (NXT). Want to get involved? Have a question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group —------ Want more Equity Mates: Sign up to our email to keep up with business news Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , LinkedIn , Facebook , Twitter & even Threads —------ Thank you to Yarra Capital for sponsoring this episode. Their sponsorship makes this podcast possible and helps us keep all of our content free. —------ 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. —----
S9 E44 · Sun, May 12, 2024
Woolworths 4 day workweek, Pimp my Portfolio & small tech stocks are back
There's been a lot of media chatter about Australia's largest private employer (Woolworths) moving to a four-day workweek. But we take a look at the details of the proposal and it's not all its cracked up to be. Here's what else we cover in today's episode: The RBA met last week and chose to hold the cash rate at 4.35% The RBA's commentary gave some clues on where to next for interest rates Disney surprised the market by making a profit from Disney+ streaming service, but the stock still fell 8% More bad news from Boeing Luke Laretive joins us for another edition of Pimp my Portfolio We round up some of the well-known tech names that fell 80 or 90% and have since rebounded Want to get involved? Have a question? Ask via our website and we'll answer it on the podcast. Submit your portfolio for Pimp my Portfolio via our website Join the conversation in the Facebook Discussion Group —------ Want more Equity Mates: Sign up to our email to keep up with business news Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram , TikTok , LinkedIn , Facebook , Twitter & even Threads —------ 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 Aborig
S9 E43 · Thu, May 09, 2024
Bonus: Meshel Laurie - The world's first AI news show
Meshel Laurie is an Australian podcaster, radio host, stand up comedian and author. She hosts the podcast Australian True Crime as well as Can We Be Real? To kick off today's episode we unpack Meshel's views on money and investing. Then we discuss one of Meshel's latest projects - Real News - the world's first news podcast voiced by artificial intelligence. Resources discussed: Check out Meshel's AI news podcast: Real News Hear Meshel's other podcasts: Australian True Crime and Can We Be Real? Have a question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E42 · Wed, May 08, 2024
Highlights from Berkshire Hathaway, Apple’s record buyback & crypto’s record price
Warren Buffet is 94 years old. Yet, last weekend he sat on stage in front of 40,000 people and answers questions for 7 and a half hours. If you don't have the capacity to listen to the full recording, listen to our summary in this episode including some of our favourite clips from the event. Here's what else we cover in today's episode: Apple's record-breaking $110 billion buyback Putting the buyback in context by comparing it to some other companies and industries How crypto has buoyed the fortunes of Coinbase and Block Highlights from Berkshire's annual general meeting Resources discussed: Watch the full 7 and a half hours of Berkshire's AGM See Apple's buyback in context on our Instagram Have a question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E41 · Mon, May 06, 2024
Buy or Sell: Adam Keily with Scott Phillips - Qantas, Pilbara, Cochlear & more
We're back for the latest episode of Buy or Sell. In today's episode, Adam Keily is joined by Scott Phillips of The Motley Fool. Get involved: Do you have a stock you want to ask about? Hit us up via our website . Track previous Buy or Sell picks on our website tracker —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E40 · Sun, May 05, 2024
Snapchat and Spotify are back, Bonza isn't & Pimp my Portfolio returns
We're in the swing of earnings season in the United States, where companies update us all on how they've gone in Q1 (January to March). So in this news-filled episode of Equity Mates we discuss what we've learned so far. Here's just some of the highlights: Why Ren will never invest in an airline Snapchat is killing it - more than 400 million people use it every day Spotify keep growing as well The giant tech companies are in an AI arms race - and they're spending like it Why Microsoft is considering building its own nuclear power station What companies are saying about inflation in their supply chains What the latest Federal Reserve meeting tells us about interest rates Adam Dawes joins us for a Pimp my Portfolio Want to get involved: Have a question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E39 · Thu, May 02, 2024
Uncovered: Sparc Technologies - 3 big decarbonisation bets
Uncovered is our series where we take a closer look at some of the Aussie companies that get less analyst coverage and media attention. And today’s episode is a cracker. We speak to Nick O'Loughlin, Managing Director of Sparc Technologies (ASX: SPN), about the three big decarbonisation technologies Sparc is working on: A graphene coating to better protect steel from corrosion Photocatalysis to produce green hydrogen Sodium-ion batteries to store renewable energy Want more? Read our write up on Sparc Technologies . Want to ask a question or join us on the podcast, hit us up via our website . —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E38 · Wed, May 01, 2024
Lessons on valuation, Pimp my portfolio & is the stock market predictable long term?
Pick any 30 year period and the stock market becomes extremely predictable. For all of us that have grown up hearing about the risk and volatility of the stock market, that is a surprising thing to hear. But the data bears it out. In this episode we unpack that data across the Australian and US stock market. Here's what else we cover in today's episode: Luke Laretive joins us for another Pimp my Portfolio What we learned from The Little Book of Valuation by Aswath Damadoran Resources discussed: Have a question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E37 · Mon, April 29, 2024
Expert: Professor Scott Galloway - The formula for building wealth
Professor Scott Galloway (aka Prof G) is a professor at the New York University Stern School of Business and host of some of the world's biggest podcasts - The Prof G Pod and Pivot . Today, he joins us to discuss how he made his money, how we invests today and his new book: The Algebra of Wealth: A Simple Formula for Success In this conversation, we unpack: His early life, including founding 9 (yes, 9!) different companies How he made his money and what he attributes the success of those companies to The components of the algebra of wealth How you know when you're rich Why Scott has a contrarian take on the advice to 'follow your passion' How Scott believes young people should invest today (and how they shouldn't) Scott's view on property as an investment Why Taylor Swift is the ultimate female role model The crisis of young men and what should be done about it Scott's view on alcohol, why he quit, and why he's drinking again Resources discussed: Pick up Scott's new book: The Algebra of Wealth: A Simple Formula for Success Pick up our books: Get Started Investing and Don't Stress, Just Invest Want to ask a question or join us on the podcast, hit us up via our website . —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is int
S9 E36 · Sun, April 28, 2024
Why companies die but indexes are forever, Pimp my portfolio & ETF overlap
Between 1950 and 2009, 78% of companies listed on the US stock market went bankrupt. That was a finding from Geoffrey West in his book Scale. Makes the stock market seem pretty risky right? In that time, the US stock market grew 23,249%. Or, put another way, each $100 invested in 1950 turned into more than $200k. In this episode we share how you can reconcile those two numbers and ultimately why companies may die but indexes are forever. Here's what else we cover in today's episode: How indexes have changed over time Adam Dawes returns for another Pimp my Portfolio The challenge of ETF overlap: what is it, when is it okay and how can you measure it? Resources discussed: Examine ETF overlap with ETF Tracker Pick up our book Don't Stress, Just Invest Have a question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E35 · Thu, April 25, 2024
Expert: Cameron Blanks - Secrets of Australasia's largest private equity fund | Pacific Equity Partners
Private Equity has been an incredible asset class over the past couple of decades. Unfortunately, for too many Australians it has been hard to access as well. Today we speak to Cameron Blanks from Australasia's largest private equity player, Pacific Equity Partners, about the success of the asset class and hear about how they are trying to make it that little bit more accessible. In today’s episode we cover: Why private markets have outperformed public markets An example of how Pacific Equity Partners invest and then manage portfolio companies Where Pacific Equity Partners see opportunity today How Pacific Equity Partners are working to make the asset class more accessible with their PEP Gateway fund Want to ask a question or join us on the podcast, hit us up via our website . —------ Thank you to Pacific Equity Partners for sponsoring this episode. You can find out more about their range of funds, including the PEP Gateway fund on their website . —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E34 · Wed, April 24, 2024
Industry Deep Dive: Sports Betting - 5 years after US legalisation, who is winning?
In 2018, the US Supreme Court ruled that the federal ban on sports betting was unconstitutional. That sparked a frenzy of activity as companies from around the world tried to capitalise on the opportunity. We haven't heard anything about the sports betting industry for a while, so we thought we'd check in and see how the industry has developed. In today's episode we cover: What has happened in the 5 years since legalisation Which Australian companies have attempted to enter the US market How Australia's sports betting market compares to the US How you can invest in this industry Resources discussed: Goldman Sachs industry insight into sports betting The Dive episode on sports betting in Australia Have a question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E33 · Mon, April 22, 2024
Expert: Roger Montgomery - 5 stocks he's buying today
Roger Montgomery is the founder and Chief Investment Officer of Montgomery Investment Management. On today's podcast he unpacks his current view on the market and shares a number of stocks he's buying at the moment. In this episode, we cover: Where to next for interest rates Why Roger believes now is the time to deploy cash Roger's investment philosophy and stock picking process 5 stocks ASX Roger likes How Roger is approaching investing in cryptocurrency Resources discussed: Montgomery Investment Management website: www.montinvest.com Roger's best-selling investment book Value.able: Value.able by Roger Montgomery Montgomery Small Companies Fund: Montgomery Small Companies Fund Want to ask a question or join us on the podcast, hit us up via our website . —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E32 · Sun, April 21, 2024
We're celebrating 1,000 episodes!
A huge moment for us here at Equity Mates - we're celebrating 1,000 episodes of Equity Mates Investing and Get Started Investing. In this episode we take a moment and reflect on the past 7 years. We discuss how we started, the milestones along the way and get into the business behind the podcasts. Reaching 1,000 episodes would not have been possible without the incredible community we've built along the way. So however you engage with Equity Mates, we want to say a massive thank you for joining us on the journey. We're passionate about financial literacy and believe that what we've learned over the years are critical life skills for all people. We hope our podcasts have helped you build your skills and take the next steps on your financial journeys. Here's to the next 1,000 episodes! —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Trailer · Fri, April 19, 2024
Welcome to Equity Mates Investing!
Welcome to Equity Mates Investing Podcast! Equity Mates is Australia’s best investing podcast for millennials. Twice a week, hosts Bryce and Ren will take you from beginning to dividend, chat to leading experts, and CEOs of companies they respect and admire. What started in 2017 as a way for Bryce and Ren to document their investing journey has grown today into a podcast to give everyday people the information, confidence and inspiration to start their own investing journeys. Tune in to join our community of Equity Mates! Hosted on Acast. See acast.com/privacy for more information.
S9 E31 · Thu, April 18, 2024
Uncovered: Hazer Group - A new way to make clean hydrogen
Uncovered is our opportunity to discover companies that don't recieve as much analyst or media attention. Today, we're speaking to the CEO of Hazer Group, Glenn Corrie. Hazer Group is working to commercialise technology developed at the University of Western Australia, that takes natural gas or waste methane and separates it into hydrogen and graphite. Today, the global market for hydrogen is valued at over $150 billion and it is only expected to grow as an important fuel in the world's energy transition. Hear how Hazer Group are trying to scale their technology and play their role in the world's decarbonisation push. —------ Thank you to Hazer Group for sponsoring this episode. —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E30 · Wed, April 17, 2024
Adam Dawes joins for Pimp my Portfolio, TikTok's worst advice pt.2 & meet Channel 10's new (potential) owner
Pimp my Portfolio has fast become one of our favourite segments here at Equity Mates. In this episodes, Grant has submitted his portfolio to be reviewed by Adam Dawes of Shaw & Partners. Hear what Adam thinks of Grant's portfolio and how he can take it to the next level. Here's what else we cover in today's episode: Channel 10 may be getting a new owner, we look at the potential acquisition of Paramount Global Paramount's potential buyer - Skydance Media - sparks a conversation about the children of billionaires Adam Dawes reviews Grant's portfolio We react to some of TikTok's worst financial advice Resources discussed: Want to speak to Adam? Fill out the form on our website Have a question? Ask via our website and we'll answer it on the podcast Join the conversation in the Facebook Discussion Group —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E29 · Mon, April 15, 2024
Live: Ask an Adviser with Glen Hare - Property, Superannuation, Brokers, Insurance & more
In this recording of our Sydney live show, we opened up our Ask an Adviser format and gave you the chance to ask your most pressing financial questions. Answering your questions was Glen Hare, co-founder of Fox & Hare Financial Advice. In this conversation we cover: The most common mistakes Glen sees How to assess your financial health at any age Strategies to build passive income Setting your retirement goal and FIRE number How much we should be investing while young Balancing investing inside of superannuation and outside of it What is the 'right' level of insurance for your age Considerations for buying and paying off your first home Resources discussed: Looking to speak to Glen or an advisor at Fox & Hare? Fill out this form and ask for Glen Want to ask a question or join us on the podcast, hit us up via our website . —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E28 · Sun, April 14, 2024
Australia's Dividend Darlings, don't expect rate cuts soon & where we find information
The United States has the Dividend Aristocrats - a group of companies in the S&P 500 that have raised their dividend for 25 years or more. But we don't have an equivalent here in Australia - until now. We've done the work and created our own group: Australia's Dividend Darlings. Tune in to hear what criteria we used and which companies made the cut. More importantly, hear how the Dividend Darlings have performed against the overall Australian share market over the past 10 years. Here's what else we cover in today's episode: A look at the earning power of YouTube and Instagram - which one would you rather? Discuss the latest inflation data out of the US - 3.5% up from 3.2% - and what comes next Answer a question on our favourite sources of information Resources discussed: Explainer on the US Dividend Aristocrats Screen stocks and look up company data with TIKR Track your investments and backtest strategies with Sharesight Have a question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E27 · Thu, April 11, 2024
Expert: Joe Wright - Three ways to invest in resources | Airlie Funds Management
The old stock market adage tell us that 'Australia is a land of banks and miners'. But beyond the big 3 miners, there are plenty of interesting companies in the resources sector. In this interview with Airlie's Joe Wright we get the low down on how we analyses resources businesses. In today’s episode we cover: Airlie Funds Management's 4 step process to analyse any company How to decide to invest in the commodity itself or the commodity producer The hallmarks of a good company in the resources sector. A company that Airlie particularly likes as a 'picks and shovels' play to the resources sector Want to ask a question or join us on the podcast, hit us up via our website . —------ Thank you to Airlie Funds Management for sponsoring this episode. You can find out more about their range of funds, including the ASX-listed Airlie Australian Share Fund (ASX: AASF), on their website —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E26 · Wed, April 10, 2024
TikTok's worst financial advice, Pimp my Portfolio & the pros and cons of music royalties
In the past 5 years the market for music royalties has exploded. Some of the biggest artists from Bruce Springsteen to the Red Hot Chili Peppers, Justin Bieber to KISS have sold the rights to their music for hundreds of millions of dollars. This asset class has become more accessible for everyday investors with companies listed on the stock market. But just because we can invest in music royalties, doesn't mean we should. We unpack why in today's episode. Here's what else we cover: An update from small cap manager Fairlight We continue our quest for an acronym for the Australian market The invest case for and against music royalties Other investments with royalty payments that we prefer Pimp my Portfolio with Luke Laretive returns We hear from some of TikTok's worst investors Resources discussed: Want to speak to Luke? Fill out this form on our website Have a question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E25 · Mon, April 08, 2024
Buy or Sell with Adam Keily and Adam Dawes
We're back for the latest episode of Buy or Sell. In today's episode, Adam Keily is joined by Adam Dawes of Shaw & Partners. Do you have a stock you want to ask about? Hit us up via our website . —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E24 · Sun, April 07, 2024
Move over Magnificent 7, meet the Magnificent 11, Bryce’s small cap investment & Compounding continued
You've probably heard of America's Magnificent 7 - Nvidia, Apple, Microsoft, Alphabet (Google), Tesla, Amazon and Meta (Facebook). In this episode we introduce you to the latest grouping of stocks to watch - the Magnificent 11. Here's what else we cover in this episode Why the Magnificent 11 are also known as the GRANOLAS Why Ren isn't convinced by the Magnificent 11 just yet Which group of stocks have performed better over the past year - the 7 or the 11? Bryce's latest investment - a small cap fund manager What you need to do to enjoy the benefits of compounding Resources discussed: Listen to our episodes with Fairlight's Nick Cregan Listen to our episodes with Fairlight's Will Dowd Have a question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E23 · Wed, April 03, 2024
A Truth Social conspiracy, Pimp my Portfolio & the business of Champagne
In the past month, both Truth Social and Reddit have listed on the stock market. We compare the pair and ask what next for Donald Trump's social media company. That's not all we cover in a big episode of Equity Mates: Who was right about Reddit's share price? Hear Ren's Truth Social conspiracy theory An update on Boeing's terrible year Luke Larative joins us for another Pimp my Portfolio Book club returns as we review March's book on the business of Champagne Resources discussed: March's Book: The Widow Clicquot April's Book: The Little Book of Valuation Looking for another book? Pick up our book Don’t Stress Just Invest Join the Facebook Discussion Group Want to speak to Luke? Fill out the form on our website Have a question? Ask via our website and we'll answer it on the podcast. —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E22 · Mon, April 01, 2024
Expert: Sam Gordon - Rentvesting, Equity Recycling & what is going on with Aussie property?
There is always plenty going on in the Australian property market. And when we want to get an update on what is going on, there is one person we turn to: Sam Gordon of Australian Property Scout. In today’s episode we cover: The concept of Rentvesting and how it can help you get your foot on the property ladder The do’s and don’t’s of Equity Recycling The state of the Australian property market The supply challenges and when we might see housing supply keep up with demand Areas of Australia that might be more attractive to investors than the major capital cities Want to ask a question or join us on the podcast, hit us up via our website . —------ A big thank you to Australian Property Scout for sponsoring this episode. To find out more, head to their website or check out Sam’s podcast: Scouting Australia . —------ We’re back with our first live event of 2024. Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. Click here for more information and to secure your tickets . —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E21 · Sun, March 31, 2024
Lump sum or DCA, the latest on Ozempic & a baby Berkshire?
Haven't heard much about Ozempic lately? Let us change that and bring you up to speed on some wild developments in the world of weight loss drugs. In this episode we cover: How Novo Nordisk's latest drug has been twice as effective as their existing drugs in early trials The growing list of competitors to Ozempic Why these drugs could be incredible technology but less-than-incredible investments from here A new company trying to copy Berkshire Hathaway's playbook The impressive first 20 years of this company's Berkshire-lite playbook We answer the age-old question: should I invest in a lump sum or dollar cost average? Resources discussed: Markel Group's 2023 shareholder letter DCA v Lump Sum: Nick Magulli study DCA v Lump Sum: Morgan Stanley study DCA v Lump Sum: Vanguard study DCA v Lump Sum: Morningstar study Join the Facebook Discussion Group Pick up our book Don’t Stress Just Invest Have a question? Ask via our website and we'll answer it on the podcast. —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relev
Thu, March 28, 2024
Expert: Ben McVicar & Jowell Amores - Infrastructure: Invest in where the world is going
Infrastructure has been an incredible asset class for investors over the past few decades. But the asset class has come a long way from Warren Buffett’s famous adage, ‘the best investment is the only bridge into town’. Listen to today’s episode with two expert infrastructure investors as they take us through the opportunities for investors in infrastructure in 2024. In today’s episode we cover: How infrastructure is much broader than toll roads and bridges The way to analyse infrastructure assets and the businesses that own them Ben and Jowell’s favourite infrastructure stocks The trillions (yes, with a t) that will need to be invested in energy infrastructure to drive decarbonisation and the energy transition Why airports have been such a great infrastructure asset Resources discussed: Learn more about Magellan Financial Group’s infrastructure funds on their website Want to ask a question or join us on the podcast, hit us up via our website . —------ Thank you to Magellan Financial Group for sponsoring this episode. You can find out more about their range of listed infrastructure funds on their website . —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E20 · Wed, March 27, 2024
Super-for-Housing 🤮, Pimp my Portfolio 💰 & investing in India 🇮🇳
The Federal opposition has proposed allowing Australians to access their superannuation to buy their first home. Good idea or bad idea? We unpack in today's episode. Here's what else you'll hear The details behind the Australian opposition's proposed superannuation-for-housing policy Why we think the policy isn't a great idea (but will probably still happen anyway) Pimp my portfolio returns as Luke Laretive reviews Bjorn's portfolio We answer a question about how Ren invests in India Resources discussed: Pick up tickets for our upcoming live show: Ask an Advisor Want to speak to Luke one-on-one? Fill out this form and ask for Luke Join the Facebook Discussion Group Pick up our book Don’t Stress Just Invest Emoji's in title - yay or nay? Let us know via our website . Submit your portfolio or ask a question, also via our website . —------ We’re back with our first live event of 2024. Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. Click here for more information and to secure your tickets . —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noref
S9 E19 · Mon, March 25, 2024
Ask an Advisor: Glen Hare - The most common questions Aussies are asking advisors
Glen Hare is a financial advisor and co-founder of Fox & Hare Financial Advice. He has advised hundreds of young Australians over his career, and we asked him what were some of the most common questions he hears. In this episode, we unpack those questions. Including: Strategies to build passive income Setting your retirement goal and FIRE number How much we should be investing while young Balancing investing inside of superannuation and outside of it How young people can keep momentum with their finances while moving overseas Considerations for buying and paying off your first home Resources discussed: Looking to speak to Glen or an advisor at Fox & Hare? Fill out this form and ask for Glen Secure your ticket to see Glen live at our upcoming live show: Ask an Advisor Want to ask a question or join us on the podcast, hit us up via our website . —------ We’re back with our first live event of 2024. Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. Click here for more information and to secure your tickets . —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E18 · Sun, March 24, 2024
Interest rate expectations, supermarket inquiries & ASX 200 rebalance - who's in, who's out?
Every quarter all major market indexes get rebalanced. In this episode we ask - what companies made it in to the ASX200? And which ones fell out? That’s not all we discuss in another big episode of Equity Mates: The 4 companies that made it into the ASX200, including one that is up 158% in the past 12 months What investors that own an ASX200 ETF need to do The 9 enquiries into supermarket price gouging Some of the numbers behind Aussie supermarkets and how they compare to their international peers What 40 economists believe will happen next to Australian interest rates What economists believe will happen over in the US as well Resources discussed: Pick up tickets for our upcoming live show: Ask an Advisor Join the Facebook Discussion Group to read the full supermarket payment terms email Pick up our book Don’t Stress Just Invest Want to ask a question or join us on the podcast, hit us up via our website . —------ We’re back with our first live event of 2024. Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. Click here for more information and to secure your tickets . —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E17 · Thu, March 21, 2024
Expert: Kerry Craig - Portfolio construction and beating home country bias | JP Morgan Asset Management
Australia is just 2% of the global stock market and yet, the majority of Aussie investors have most of their money in Aussie stocks. Today we’re joined by Kerry Craig from JP Morgan Asset Management who is busting us out of our home country bias and helping us right our portfolio construction. In today’s episode we cover: Why home country bias is a concern for investors The practical ways to break out of your home country bias and invest globally A 101 on portfolio construction Some general rules of thumb for asset allocation Why JP Morgan Asset Management is bringing active ETFs to the ASX Resources discussed: Pick up tickets for our upcoming live show: Ask an Advisor Learn more about JP Morgan Asset Management's ASX-listed Active ETFs on their website . Want to ask a question or join us on the podcast, hit us up via our website . —------ Thank you to JP Morgan Asset Management for sponsoring this episode. You can find out more about their range of ASX-listed Active ETFs on their website . —------ We’re back with our first live event of 2024. Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. Click here for more information and to secure your tickets . —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Fi
S9 E16 · Wed, March 20, 2024
The magic of compounding, Speccy Magee returns & when does Boeing become a good investment?
Just how powerful is compounding? We unpack some of the mind blowing numbers in this episode. That’s not all we discuss in another big episode of Equity Mates: What the hell is going on at Boeing? When does the aviation giant become a good investment? Which S&P 500 company is having a worse year than Boeing Why compounding really is the 8th wonder of the world Speccy Magee returns to unpack the world of crypto speccies, including DogWifHat Resources discussed: Pick up tickets for our upcoming live show: Ask an Advisor Money Smart Compound Interest Calculator Pick up our book Don’t Stress Just Invest Want to ask a question or join us on the podcast, hit us up via our website . —------ We’re back with our first live event of 2024. Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. Click here for more information and to secure your tickets . —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E15 · Mon, March 18, 2024
Buy or Sell: Adam Keily with Andrew Page
We're back for the latest episode of Buy or Sell. In today's episode, Adam Keily is joined by Andrew Page of Strawman.com . Do you have a stock you want to ask about? Hit us up via our website . —------ We’re back with our first live event of 2024. Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. Click here for more information and to secure your tickets . —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S7 E14 · Sun, March 17, 2024
Top 5 ASX stocks of the past 10 years, TikTok, Temu & Shein make news & a crypto market update
The past 10 years has seen some incredible Australian companies emerge and make their mark here in Australia and around the world. On today’s episode we take a look at the top 5 ASX-listed companies of the past 10 years. Hopefully you had a couple in your portfolio. That’s not all we discuss in another big episode of Equity Mates: We look at the crazy growth of Shein & Temu in Australia What happens if TikTok gets banned or sold in the US We reveal the top 5 ASX stocks of the past decade (that aren’t mining) Then we look at the top performing miners as well Finally, we chat to Tracey from the Crypto Curious podcast about what is happening with Bitcoin, Ethereum and the world of crypto Resources discussed: Pick up tickets for our upcoming live show: Ask an Advisor We built our list of top ASX-listed stocks on TIKR Listen to Tracey on the Crypto Curious Podcast ( Apple | Spotify ) Pick up our book Don’t Stress Just Invest Want to ask a question or join us on the podcast, hit us up via our website . —------ We’re back with our first live event of 2024. Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. Click here for more information and to secure your tickets . —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professiona
S9 E13 · Wed, March 13, 2024
Switching brokers, terrible financial advice & has Bryce beaten the market?
Bryce has been investing since 2003. In this episode we find out if he has beaten the overall stock market index in that time. That’s not all we cover in today’s episode: How stock markets around the world are hitting all time highs The bull market in crypto The best way to switch brokers One of the worst stock market predictions we’ve ever read Resources discussed: Sign up to Sharesight and track your portfolio like Bryce Pick up our book Don’t Stress Just Invest All of our company data comes from TIKR Want to ask a question or join us on the podcast, hit us up via our website . —------ We’re back with our first live event of 2024. Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. Click here for more information and to secure your tickets . —------ Want to keep learning? Check out the Rask + Equity Mates investing courses . We’ve worked with the team at Rask Invest to produce two great investing courses: Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio The Value Investor Program goes deep into stock selection and valuation. For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has no
S9 E12 · Mon, March 11, 2024
Expert: Aswath Damodaran - Valuation 101: Every number tells a story
For investors of any level, getting your head around valuation is one of the most challenging aspects of investing. So to help us build our skills, we’ve turned to one of the world’s best-known experts on valuation, Aswath Damodaran. Aswath Damodaran is a Professor of Finance at the Stern School of Business at New York University and is known in the finance industry as the “Dean of Valuation”. In this episode we cover: How Aswath introduces students to valuation at NYU Key concepts of valuation including: price v value, the four drivers of valuation, and probabilistic margins of safety How Aswath advises beginners to approach valuation Growth in Big Tech and how Aswath thinks about valuing the Magnificent 7 How inflation and interest rates can affect valuation … and so much more Want to ask a question or join us on the podcast, hit us up via our website . —------ Want to keep learning? Check out the Rask + Equity Mates investing courses . We’ve worked with the team at Rask Invest to produce two great investing courses: Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio The Value Investor Program goes deep into stock selection and valuation. For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. <p
S9 E11 · Sun, March 10, 2024
Pimp my portfolio returns, 2024's hottest commodity & we review Same as Ever by Morgan Housel
The hottest commodity in the world isn’t lithium or gold. It’s something you’ll find in the supermarket shelves. The price of cocoa has more than doubled since the start of 2023 - we unpack what that’ll mean for us all. In this episode we also: Cover Nancy Pelosi’s latest stock pick (and the controversy around her stock trading more broadly) Are joined by Romero for the latest Pimp my Portfolio Discuss Morgan Housel’s latest book, Same As Ever Links mentioned: Link to Morgan Housel’s Same as Always Facebook Discussion Group Want to get in touch with Luke? Fill out this form . Want to ask a question or join us on the podcast, hit us up via our website . —------ Want to keep learning? Check out the Rask + Equity Mates investing courses . We’ve worked with the team at Rask Invest to produce two great investing courses: Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio The Value Investor Program goes deep into stock selection and valuation. For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial pro
S9 E10 · Wed, March 06, 2024
7 takeaways from Buffett letter, Reddit's IPO & a question on share registries
For the past 59 years, history’s greatest investor has shared his thoughts in an annual letter to shareholders. We’ve read Warren Buffett’s latest shareholder letter and unpack our biggest takeaways to kick off this episode. That’s not all we cover in another big episode of Equity Mates, you’ll hear: Why Reddit is finally going to list on the share market How Reddit’s numbers compare to two of its social media peers: Snap and Pinterest What to do when you receive a letter from a share registry How to sign up to a dividend reinvestment plan Links mentioned: Warren Buffett’s latest shareholder letter Archive of all Buffett letters Facebook Discussion Group Want to get in touch with Luke? Fill out this form . Want to ask a question or join us on the podcast, hit us up via our website . —------ Want to keep learning? Check out the Rask + Equity Mates investing courses . We’ve worked with the team at Rask Invest to produce two great investing courses: Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio The Value Investor Program goes deep into stock selection and valuation. For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your pe
S9 E9 · Mon, March 04, 2024
Ask An Adviser: Phil Thompson - You'll never think about insurance the same
Insurance. It’s more interesting than you think. We all know it’s important, but in this episode Phil Thompson from Skye Wealth takes us through how we can approach it. In particular: What kinds of insurance we should consider at different stages of life What insurance we can pay for with superannuation How we manage the level of cover we receive through superannuation Some tips and tricks to calculate the cover you need Want to speak to someone from Phil’s team? Fill out this form . Want to ask a question or join us on the podcast, hit us up via our website . —------ Want to keep learning? Check out the Rask + Equity Mates investing courses . We’ve worked with the team at Rask Invest to produce two great investing courses: Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio The Value Investor Program goes deep into stock selection and valuation. For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E8 · Sun, March 03, 2024
Pimp my Portfolio, two investor letters & what do UGG and Hoka have in common?
A big episode to start the week here at Equity Mates. We: Hear Bryce pitch a stock Are joined by Maddy for Pimp my Portfolio Unpack the lessons from 2 investor letters Links mentioned: 2024 Community Survey Rowan Street Capital Letter Ace River Capital Letter Reddit r/SecurityAnalysis Podcast episode with Yaron Naymark on RCI Hospitality Facebook Discussion Group Want to get in touch with Luke? Fill out this form . Want to ask a question or join us on the podcast, hit us up via our website . —------ Want to keep learning? Check out the Rask + Equity Mates investing courses . We’ve worked with the team at Rask Invest to produce two great investing courses: Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio The Value Investor Program goes deep into stock selection and valuation. For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. T
S9 E7 · Thu, February 29, 2024
Uncovered: Emyria - Bringing psychedelic-assisted therapies to Australia
Uncovered is our series where we take a closer look at some of the Aussie companies that get less analyst coverage and media attention. And today’s episode is a cracker. We speak to Dr Michael Winlo, CEO and Managing Director of Emyria (ASX: EMD) about the recent rescheduling of MDMA and psilocybin and his company’s efforts to introduce psychedelic-assisted therapy into Australia. Want more? Read our write up on Emyria . Want to ask a question or join us on the podcast, hit us up via our website . —------ Want to keep learning? Check out the Rask + Equity Mates investing courses . We’ve worked with the team at Rask Invest to produce two great investing courses: Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio The Value Investor Program goes deep into stock selection and valuation. For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E6 · Wed, February 28, 2024
Ren's 2024 portfolio, ETF question & expert stock pitch: Australian Financial Group
Wondering how we set up our portfolios here at Equity Mates? In this episode we cover how we’re investing for 2024, across both our core and satellite portfolios. We also: Answer a question about deciding what ETF to buy Hear a stock pitch from Luke Larative of Seneca Financial Group Links mentioned: 2024 Community Survey Facebook Discussion Group Get in touch with Luke Want to ask a question or join us on the podcast, hit us up via our website . —------ Want to keep learning? Check out the Rask + Equity Mates investing courses . We’ve worked with the team at Rask Invest to produce two great investing courses: Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio The Value Investor Program goes deep into stock selection and valuation. For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' hr
S9 E5 · Mon, February 26, 2024
Buy or Sell: Adam Keily with Julian McCormack
For the first time in 2024, Adam Keily is back on the podcast with his latest Buy or Sell episode. He is joined by Julian McCormack of Platinum Asset Management to go through some of the companies he’s buying and selling. Want to ask a question or join us on the podcast, hit us up via our website . —------ Want to keep learning? Check out the Rask + Equity Mates investing courses . We’ve worked with the team at Rask Invest to produce two great investing courses: Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio The Value Investor Program goes deep into stock selection and valuation. For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E4 · Sun, February 25, 2024
Semiconductors beyond Nvidia, Book club is back & introducing: Pimp my Portfolio
Nvidia, Nvidia, Nvidia, Nvidia. It seems like every financial media company has to hit a quota of mentions about the technology giant. That hopefully fills ours. In this episode we want to go beyond Nvidia and have a broader conversation around semiconductors. Including: The best performing stock in the US this year Sam Altman’s $7 trillion plan to reshape the industry Ren’s favourite investment idea in the industry And that’s just the start of this episode. We also: Launch a new segment: Pimp my Portfolio Bring back an old favourite: Book Club Links mentioned: 2024 Community Survey Podcast episode with Keiran Moore on Nvidia Explainer on Sam Altman’s $7 trillion plan Facebook Discussion Group Want to ask a question or join us on the podcast, hit us up via our website . —------ Want to keep learning? Check out the Rask + Equity Mates investing courses . We’ve worked with the team at Rask Invest to produce two great investing courses: Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio The Value Investor Program goes deep into stock selection and valuation. For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainme
S9 E3 · Wed, February 21, 2024
Earnings season takeaways, an ASX 10-bagger & community stock idea
Earnings season is in full swing and we cover a number of companies that have caught our eye: Commonwealth Bank, A2 Milk, Cochlear, Lionstown, Domino's Pizza, Cettire & more. After that we speak to James from the Equity Mates community who has been keeping a close eye on New Zealand dairy player Synlait Milk. Links mentioned: 2024 Community Survey Video of OpenAI's new text-to-video product Sora Equity Mates Facebook Discussion Group Ben Thompson's thoughts on Apple's Vision Pro (scroll about halfway down) —------ Want to keep learning? Check out the Rask + Equity Mates investing courses . We’ve worked with the team at Rask Invest to produce two great investing courses: Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio The Value Investor Program goes deep into stock selection and valuation. For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. <p style='color:grey
S9 E2 · Mon, February 19, 2024
Expert: Andrew Brown - Bold Predictions for 2024
Every year Andrew Brown, Executive Director of East 72 Dynasty Trust, joins us to make some bold predictions for the year ahead. In this episode we hear why Andrew thinks: Parts of the market are starting to look like a bubble Where Elon Musk will be by the end of the year The three areas of the market that Andrew sees opportunity Another professional sports team is likely to list on the share market Why Australian small caps are primed for a big year … and plenty more Links mentioned: 2024 Community Survey —------ Want to keep learning? Check out the Rask + Equity Mates investing courses . We’ve worked with the team at Rask Invest to produce two great investing courses: Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio The Value Investor Program goes deep into stock selection and valuation. For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S9 E1 · Sun, February 18, 2024
We're back with our Stock of the Year & Bold Predictions
We’re back for 2024! And we’ve got a lot to catch up on. In this episode we: Cover what happened over the break (both in our lives and in markets) Share our bold predictions for the year ahead Each pick our stock of the year Links mentioned: 2024 Community Survey —------ Want to keep learning? Check out the Rask + Equity Mates investing courses . We’ve worked with the team at Rask Invest to produce two great investing courses: Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio The Value Investor Program goes deep into stock selection and valuation. For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. —------ 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. —------ Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
S8 E12 · Wed, February 14, 2024
Selling car parts, buying back stock - Autozone | Summer Series
Welcome to the Equity Mates Summer Series, over 12 episodes we’re deep diving into some of the most exciting, interesting and well-known companies from around the world. AutoZone, Inc., the leading American retailer in aftermarket automotive parts and accessories, stands as the largest of its kind in the United States. Specialising in auto parts retail with its own private label brands, AutoZone boasts a robust network of 7,140 stores spanning the United States, Mexico, Puerto Rico, Brazil, and the US Virgin Islands. Unique to its operational model, all AutoZone stores are corporately owned, as the company operates without franchises. We're joined by Anthony Doyle, the Head of Investment Strategy for the Firetrail S3 Global Opportunities Fund, to go through the numbers. He goes through his thoughts on where the company trying to build a sustainable competitive advantage, what he'd be most concerned about if you were to invest, and if the company is successful in its ambitions, what that'll look like in 10 years. The Equity Mates Summer Series is proud to partner with CommSec , the home of investing. Often we get frustrated with the lack of access to international markets, particularly when there are so many great opportunities outside of Australia. However, with CommSec those opportunities are a reality, with access to 13 international markets, from the US, to Norway, Germany and Japan. Invest in shares on the US Market from just $5 USD brokerage. Download the CommSec app today or visit commsec.com.au . CommSec T&Cs and other fees and charges apply. Investing in overseas markets exposes you to additional risk. If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest now, click here . You could win $500 by filling out our EM Community Survey. Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 al
S8 E11 · Sun, February 11, 2024
Will US fixed mortgage rates lead to a renovation boom? - Lowes | Summer Series
Welcome to the Equity Mates Summer Series, proudly brought to you by CommSec, the home of investing. Over 12 episodes we’re deep diving into some of the most exciting, interesting and well-known companies from around the world. Today we're talking about Lowes - not to be confused with Australia's Lowes - this is a hardware giant listed over in the US. Headquartered in Mooresville, North Carolina, the company operates a chain of retail stores in the United States. As of Oct. 28, 2022, Lowe's and its related businesses operated 2,181 home improvement and hardware stores in North America. We unpack the company on our own before being joined by Tracey Wahlberg - Investment Analyst at Magellan - who helps us go through her analysis. The Equity Mates Summer Series is proudly supported by CommSec , who make it easy to tap into the world’s leading share markets. We’re covering plenty of global stocks in this series that are likely to get you excited, and CommSec has 13 international markets available, from the US, to Norway, Germany and Japan. Get the access you need as a global investor. Invest in shares on the US Market from just $5 USD brokerage. Download the CommSec app today or visit commsec.com.au . CommSec T&Cs and other fees and charges apply. Investing in overseas markets exposes you to additional risk. If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest now, click here . You could win $500 by filling out our EM Community Survey. Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Commsec ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is gene
S8 E10 · Wed, February 07, 2024
Averaging 26% a year for 17 years, what next? - Mineral Resources | Summer Series
Correction [02:25]: Mineral Resources has recently noted the total purchase price for the Bald Hill lithium mine will be higher than the $260M referenced in this episode and by the AFR ." Welcome to the Equity Mates Summer Series, proudly brought to you by CommSec, the home of investing. Over 12 episodes we’re deep diving into some of the most exciting, interesting and well-known companies from around the world. Mineral Resources Limited (MIN), an Australian company, specialises in diversified mining services and resources, focusing on iron ore, lithium, and energy. As one of Australia's leading iron ore producers and a significant producer of lithium spodumene concentrate, MIN is committed to being a world-class entity in its field. This commitment is evident in their dedication to innovation, sustainability, and operational excellence, aiming to deliver outstanding value to shareholders, customers, and employees. To chat about it with us, is Fraser Christie - who's a member of the investment team at TDM Growth Partners. The Equity Mates Summer Series is proudly supported by CommSec , the home of investing. If you’ve just started investing, or looking to build confidence, CommSec has free tools and resources available, before you even sign up, to help you on your journey. Get a grip on all the investing basics with CommSec. Start investing with as little as $50 through the CommBank app. Go to commbank.com.au for more. CommSec T&Cs and other fees and charges apply. If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest now, click here . You could win $500 by filling out our EM Community Survey. Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We
S8 E9 · Sun, February 04, 2024
It's all in the name - Corporate Travel Management | Summer Series
We're in the midst of our Summer Series. Over 12 episodes we’re deep diving into some of the most exciting, interesting and well-known companies from around the world. This episode it's Corporate Travel Management Ltd, a travel management company, originated in Australia and has since expanded its operations to include the United States and the United Kingdom. In 2020, the company entered the North American market through the acquisition of Travel & Transport, a TMC based in Omaha. Notably, the company manages a hotel booking portal for individuals returning to the U.K. as part of the government's Hotel Quarantine Program, successfully processing over 1.5 million transactions. To help us break it down, we're joined by Scott Phillips, the CIO at The Motley Fool. The Equity Mates Summer Series is proudly supported by CommSec . The beauty of investing is you don’t need a degree to get started and to be successful. You can educate yourself. CommSec has a rich library of resources for you to stock up on tips and tools to help you find and research a stock and understand the stock market. Get $0 brokerage on your first 10 trades for Australian markets, when you join. Download the CommSec app today or visit commsec.com.au . CommSec T&Cs and other fees and charges apply. If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest now, click here . You could win $500 by filling out our EM Community Survey. Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Commsec ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circums
S8 E8 · Wed, January 31, 2024
From oil refining to servos - Viva Energy | Summer Series
This episode is focussed on Viva Energy, an Australian company, which holds ownership of the Geelong Oil Refinery and distributes Shell-branded fuels throughout Australia through a license agreement. The company operates in three primary sectors: Energy & Infrastructure, with a focus on the refinery, which is one of the two refineries in Australia. Commercial and Industrial, catering to Business-to-Business (B2B) needs, including aviation, maritime, and agricultural sectors. Convenience & Mobility, managing retail petrol stations across the country. Our guest expert is Oscar Oberg, a seasoned professional, who's the Lead Portfolio Manager at Wilson Asset Management. The Equity Mates Summer Series is proudly supported by CommSec. If the Equity Mates content isn’t enough for you, CommSec has a content hub stocked with all the support, information and resources you need to build confidence and make the right money moves. Get $0 brokerage on your first 10 trades for Australian markets, when you join. Download the CommSec app today or visit commsec.com.au . CommSec T&Cs and other fees and charges apply. If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest now, click here . You could win $500 by filling out our EM Community Survey. Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Commsec. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and r
S8 E7 · Sun, January 28, 2024
Designing the AI revolution - Altium | Summer Series
Altium Limited is an American - Australian multinational software company that provides electronic design automation software to engineers who design printed circuit boards. So if you're unfamiliar, think of a microchip, with all the little wires and transistors on it, this software helps design those. As you can imagine, it's applicable to many, many industries. To break down this company today, we're joined by Jun Bei Liu - Portfolio Manager at Tribeca Investment Partners. The Equity Mates Summer Series is proud to partner with CommSec, the home of investing. Often we get frustrated with the lack of access to international markets, particularly when there are so many great opportunities outside of Australia. However, with CommSec those opportunities are a reality, with access to 13 international markets, from the US, to Norway, Germany and Japan. Invest in shares on the US Market from just $5 USD brokerage. Download the CommSec app today or visit commsec.com.au . CommSec T&Cs and other fees and charges apply. Investing in overseas markets exposes you to additional risk. If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest now, click here . You could win $500 by filling out our EM Community Survey. Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Commsec ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media ope
S8 E6 · Wed, January 24, 2024
Riding the boom in aesthetic medicine - InMode | Summer Series
InMode develops, manufacturers, and markets devices harnessing novel radio-frequency (RF) based devices that strives to enable new emerging surgical procedures as well as improve existing treatments. We're joined by Tobias Carlisle, Principal at Acquirers Funds, who helps us explain what InMode does, tells us which metrics matter and which ones don’t, and where the company is trying to build a sustainable competitive advantage. The Equity Mates Summer Series is proudly supported by CommSec, the home of investing. If you’ve just started investing, or looking to build confidence, CommSec has free tools and resources available, before you even sign up, to help you on your journey. Get a grip on all the investing basics with CommSec. Start investing with as little as $50 through the CommBank app. Go to commbank.com.au for more. CommSec T&Cs and other fees and charges apply. If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest now, click here . You could win $500 by filling out our EM Community Survey. Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Commsec. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast
S8 E5 · Sun, January 21, 2024
The Aussie small cap taking on the tech giants - Dropsuite | Summer Series
Dropsuite Limited, founded in 2011 as Dropmysite, is a Singapore-based software platform specialising in cloud backup, archiving, and recovery services, catering primarily to business continuity and compliance needs of large companies, not personal devices. The company's journey began when founder John Fearon, seeking a backup solution for his business website, raised $300,000 on a Singaporean TV show, leading to the development of services like Dropmymail for email backup and Dropmymobile for smartphone backup. In 2016, the company rebranded to Dropsuite and made its debut on the Australian Securities Exchange (ASX) through a backdoor listing in December of the same year. Our Equity Mates Expert of the Year, and Ren's mentor, Andrew Page, joins us to chat through the thesis for and against the company. The Equity Mates Summer Series is proudly supported by CommSec, the home of investing. If you’ve just started investing, or looking to build confidence, CommSec has free tools and resources available, before you even sign up, to help you on your journey. Get a grip on all the investing basics with CommSec. Start investing with as little as $50 through the CommBank app. Go to commbank.com.au for more. CommSec T&Cs and other fees and charges apply. If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest now, click here . You could win $500 by filling out our EM Community Survey. Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Commsec ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you shou
S8 E4 · Wed, January 17, 2024
Australia: the land of the packaging giant - Orora | Summer Series
Orora Group, established as Australian Glass Manufacturers in 1949, has evolved into a global leader in packaging manufacturing, distribution, and visual communication solutions. Expanding from its initial focus on glass bottles and jars, Orora diversified into metal cans and plastic containers in the 1960s and 1970s, and later acquired companies like Amcor Limited and Orora Packaging Limited. In 2013, the company rebranded to Orora Limited, reflecting its broadened scope and commitment to innovative packaging solutions. We're joined by Anna Milne, from Wilson Asset Management, (who's quickly becoming our resident packaging expert) to go into this deep dive on the company. The Equity Mates Summer Series is proudly supported by CommSec. The beauty of investing is you don’t need a degree to get started and to be successful. You can educate yourself. CommSec has a rich library of resources for you to stock up on tips and tools to help you find and research a stock and understand the stock market. Get $0 brokerage on your first 10 trades for Australian markets, when you join. Download the CommSec app today or visit commsec.com.au . CommSec T&Cs and other fees and charges apply. If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest now, click here . You could win $500 by filling out our EM Community Survey. Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Commsec. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you
S8 E3 · Sun, January 14, 2024
Does Google have any growth left? - Alphabet | Summer Series
Alphabet, the parent company of Google, operates through three primary segments: Google Services, Google Cloud, and Other Bets, with Google Services being its largest, generating $283.53 billion in revenue, largely driven by Google Ads and YouTube, which accounts for approximately 11% of Google's revenue. Google Cloud, offering a suite of cloud computing services, contributed $26.28 billion to Alphabet's revenue, highlighting its growing presence in the cloud sector. We chat about Alphabet - I mean, do we really need to give it an introduction? But then a returning Equity Mate favourite, Mary Manning, also joins us to unpack the company. The Equity Mates Summer Series is proudly supported by CommSec. If the Equity Mates content isn’t enough for you, CommSec has a content hub stocked with all the support , information and resources you need to build confidence and make the right money moves. Get $0 brokerage on your first 10 trades for Australian markets, when you join. Download the CommSec app today or visit commsec.com.au . CommSec T&Cs and other fees and charges apply. If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest now, click here . You could win $500 by filling out our EM Community Survey. Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Commsec ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you
S8 E2 · Wed, January 10, 2024
Creating a three-sided trucking marketplace - Landstar System | Summer Series
Landstar System, Inc. is revolutionising the American trucking industry by operating as a unique marketplace, connecting a fragmented network of over 50,000 independent truckers with hundreds of thousands of businesses needing freight services. Unlike traditional trucking companies, Landstar does not own trucks; instead, it relies on a decentralised network of 1,200 independent agents who work on commission, facilitating efficient and flexible freight solutions. We chat about our thoughts on the company, before we're joined by Will Dowd from Fairlight Asset Management, who gives his ideas! The Equity Mates Summer Series is proud to partner with CommSec, the home of investing. Often we get frustrated with the lack of access to international markets, particularly when there are so many great opportunities outside of Australia. However, with CommSec those opportunities are a reality, with access to 13 international markets, from the US, to Norway, Germany and Japan. Invest in shares on the US Market from just $5 USD brokerage. Download the CommSec app today or visit commsec.com.au. CommSec T&Cs and other fees and charges apply. Investing in overseas markets exposes you to additional risk. If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest for your loved ones this Christmas. Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Commsec ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Aust
S8 E1 · Sun, January 07, 2024
Up more than 200% in 2023, what does 2024 hold? - Nvidia | Summer Series
We're launching into our 2024 Summer Series - an Equity Mates tradition! This year we're kicking off with NVIDIA, renowned for its innovation in graphics processing units (GPUs) and system on a chip units (SoCs). The company has seen a significant demand for its H100 chip, with a waiting list exceeding six months despite its $40,000 retail price. The company's stock value has impressively surged by 240% this year, marking a 1,000% increase over five years and an astounding 10,000% since 2014. We talk about what we know about the stock, before bringing in Kieran Moore from Munro Partners, who helps us dig into the facts and figures. The Equity Mates Summer Series is proudly supported by CommSec, who make it easy to tap into the world’s leading share markets. We’re covering plenty of global stocks in this series that are likely to get you excited, and CommSec has 13 international markets available, from the US, to Norway, Germany and Japan. Get the access you need as a global investor. Invest in shares on the US Market from just $5 USD brokerage. Download the CommSec app today or visit commsec.com.au . CommSec T&Cs and other fees and charges apply. Investing in overseas markets exposes you to additional risk. If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest now. Click here . Also, our 2024 community survey is now live. Click here to fill out the details and win! T&Cs are here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Commsec. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial ci
S7 E138 · Sun, December 17, 2023
We look back at 2023 and reveal the winners of the Equity Mates Awards
And just like that, 2023 is almost over. We can't believe how quickly the year slipped away from us. Before we say goodbye to 2023, and welcome our Summer Series which kicks off on Monday 8 Jan, we're thrilled to announce the winners of our 3rd annual Equity Mates Awards! We reveal your Expert of the Year, as well as the themes, stocks, and platforms you're talking about! Summer content recommendations From Alec: Podcast: If Books Could Kill, Books: Caesars Coup (non-fiction), We Begin at the End (fiction). From Bryce: TV: Line of Duty, Podcast: Prof G Pod. From Sascha: Books: Killers of the Flower Moon (non-fiction), Podcast: Ghost Story. If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest for your loved ones this Christmas. Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E137 · Wed, December 13, 2023
Expert: Andrew Brown - Bold predictions wrap 2023
Welcome back Andrew! Since Equity Mates began, we've been welcoming Andrew to come and make some bold calls to bookend our year. He's returning to the studio to review the calls he made back in February. How many did he get right? We'll be returning with more bold predictions after our Summer Series - why don't you send us your big calls: contact@equitymates.com. If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest for your loved ones this Christmas. Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E136 · Sun, December 10, 2023
We wrap our bold predictions + Who won stock of the year?
It's *almost* time to say goodbye to 2023, but first we need to have a look back at our bold predictions this year. Find out which companies we thought would outperform in the market and who might win Time’s Person of the Year. What did we end up scoring? If you want to catch up or refresh before we dive in, relisten here . The company Alec was talking about is Altect. We wrote an Uncovered article here: https://equitymates.com/general/uncovered-altech-batteries-asx-atc/ If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest for your loved ones this Christmas. Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E135 · Thu, December 07, 2023
Expert: Kerry Craig - Interest rates, China, Climate & AI | J.P. Morgan Asset Management
Kerry Craig is a Global Market Strategist at J.P. Morgan Asset Management, and joins us today to talk about the Long-Term Capital Market Assumptions series. This report has been running for many years, and today we unpick four key investing thematics emerging from the paper with Kerry. If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest for your loved ones this Christmas. Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. This episode contained sponsored content from J.P. Morgan Asset Management. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E134 · Wed, December 06, 2023
Ask An Adviser: Jelena Koncar - Debt recycling and one stock for Christmas
We're back with our last Ask an Adviser for 2023! You've loved this series, so it'll be back for sure in 2024. Today we're joined by Jelena Koncar, a Senior Private Wealth Adviser at Shaw and Partners. Jelena has over 16 years experience in the financial services industry, and talks to us about buying shares for kids, her hot stock tips ahead of Christmas, and the best (and worst) financial advice she's ever heard. If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest for your loved ones this Christmas. Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E133 · Mon, December 04, 2023
Buy or Sell: 10 stocks with Adam Keily & Andrew Brown
It's our last episode of Buy or Sell featuring Adam Keily for this season. Thanks for listening and letting us know what you think of the show. To round out the season, Adam is joined by Andrew Brown from East 72. Together they chat about the stocks he's wanting to top up on, or wanting to sell out of. Remember, you can track our calls on the tracking page here . We’d love to get your feedback on these pods – so make sure you’re sending us an email to contact@equitymates.com with your thoughts! If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest for your loved ones this Christmas. Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E132 · Sun, December 03, 2023
Vale Charlie Munger, Share Registries 101 & Henry Jennings' 5 stocks for Christmas
A sad week as we recorded to the news that Charlie Munger had passed away, just before his 100th birthday. We share our memories of the Berkshire Hathaway conference and swap stories about our favourite Munger-isms. Then Ren chats about his thoughts on Alan Kohler's recent call out about the housing crisis in Australia ( here's the link to the Quarterly essay ) and we answer a listener question about share registers. Last of all, Henry joins Bryce for the last ever Mentored session for the year. Tell us what you think at contact@equitymates.com . If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest for your loved ones this Christmas. Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E131 · Thu, November 30, 2023
Expert: Sam Gordon - What's causing the housing crisis? | Australian Property Scout
Sam Gordon is a returning guest on Equity Mates Media - but is the founder of Australian Property Scout, and host of Scouting Australia Podcast. Australian Property Scout aims to retire 500 people by 2030. In this episode we talk about the current property climate, where Sam thinks it's headed, and what an individual investor should be doing. If you want to go beyond the podcast and learn more, check out our accompanying email . Come say hi to us here. This episode contains sponsored content from Australian Property Scout. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E130 · Wed, November 29, 2023
Ask an Adviser: Luke Laretive - Choosing a fund manager & making money in Aussie large caps
Luke Laretive is the co-founder of Seneca Financial Solutions, where he advises some of Australia’s most successful families, professionals and business owners. At Seneca, Luke is the portfolio manager for the Seneca Australian Shares SMA and Australian Small Companies Fund. The Live Wire article that Luke mentioned can be found here: https://www.livewiremarkets.com/wires/how-to-properly-compare-australian-fund-managers If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest for your loved ones this Christmas. Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E129 · Mon, November 27, 2023
Buy or Sell: 10 stocks with Adam Keily & Owen Rask
It's another fresh episode of Buy or Sell featuring Adam Keily! This week he’s joined by Owen Rask, from Rask Invest. Together they go through the stocks Owen's thinking about, and whether he's buying or selling. Remember, you can track our calls on the tracking page here . We’d love to get your feedback on these pods – so make sure you’re sending us an email to contact@equitymates.com with your thoughts! If you want to go beyond the podcast and learn more, check out our accompanying email . Come say hi to us here. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E128 · Sun, November 26, 2023
Ren's big call, Bryce's big move & Sam Altman's big week
Huge week here for the EM team! Andrew joins Ren to recap his mentoring journey for 2023, Bryce is moving house and there's a new segment with Ren - he's got a BIG call to make. Have your say in the EM Awards here. Hear Crypto Curious' interview with Michael Saylor here . If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E127 · Thu, November 23, 2023
Expert: Amit Goel - Two stocks benefiting from the changing global supply chains | Fidelity
We're joined by Amit Goel, who's the PM for the Fidelity India Fund and the Fidelity Global Emerging Markets Fund, and he's nearly 20 years’ experience investing in emerging markets. The theme of this chat is about the global supply chain shift, and does a stock deep dive on two companies: KPR Mill ( India - textiles) and Grupo Aeroportuario del Pacífico (Latam - Mexican Airports). For more information - Fidelity Global Emerging Markets Fund (ASX: FEMX) Fidelity India Fund If you want to go beyond the podcast and learn more, check out our accompanying email . Come say hi to us here. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Fidelity. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E126 · Wed, November 22, 2023
Expert: Emma Fisher - Mineral Resources, PWR Holdings & Investor Psychology | Airlie Funds Management
Emma is the Deputy Head of Equities and Portfolio Manager at Airlie Funds Management and is a return favourite of Equity Mates! She joins us to talk about the psychology of investing, alongside a stock deep dive on Mineral Resources and PWR Holdings. If you want to go beyond the podcast and learn more, check out our accompanying email . Come say hi to us here. This episode contains sponsored content from Airlie Funds Management. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E125 · Mon, November 20, 2023
Buy or Sell: 10 stocks with Adam Keily & Candice Bourke
Fresh episode of Buy or Sell featuring Adam Keily. This week he's joined by Candice Bourke, also from Talk Money To Me, who joins him to go through the stocks she's adding to her order pad, and those she's marking for the buy pile. Remember, you can track our calls on the tracking page here . We'd love to get your feedback on these pods - so make sure you're sending us an email to contact@equitymates.com with your thoughts! If you want to go beyond the podcast and learn more, check out our accompanying email . Come say hi to us here. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E124 · Sun, November 19, 2023
We review the 16 stocks pitched at the Sohn Hearts & Minds conference
We went to the Hearts and Minds conference on Friday, and once again, we've drafted the stock picks! Come across to the Equity Mates Facebook Discussion group to tell us who's choices you think are going to end up on top in 12 months time... The speakers and the investments they pitched: Ricky Sandler: Ashland Global (long) and Canon (short) Rikki Bannon: Telix Pharmaceuticals Tom Naughton: Swire Pacific Jeremy Bond: NexGen Energy Steven Marks: Guzman Y Gomez Dan Loeb: Bath and body works Martin Hughes: Unicredit Ashish Swarup: AIA Insurance (Hong Kong) Jun Bei Liu: Mini So Chris Kourtis: Resmed Angela Aldrich: Lamb Weston Sharif el Khazen: Games Workshop Ravi Chopra: Webster Financial Corp Cathie Wood: GBTC - Greyscale Bitcoin Kieran Moore: Wise If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E123 · Wed, November 15, 2023
Expert: Ashish Swarup - Invest in snacks, let's get that bread | Aikya Investment Management
Ashish Swarup is a Portfolio Manager and Investment Analyst at Aikya Investment Management. He's pitching a stock at the Hearts & Minds conference, and ahead of his appearance he joins us to discuss emerging markets, and two stock deep dives - Uni-President Enterprises Corporation and Kotak Mahindra Bank. There's a 20% discount available exclusively for the Equity Mates Community. * Which means the Hearts and Minds conference ticket price for Equity Mates Community: $400 * Ticket Link: https://hubs.la/Q024hRFk0 Discount Code: EQUITYMATES2023 If you want to go beyond the podcast and learn more, check out our accompanying email . Come say hi to us here. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E122 · Mon, November 13, 2023
Buy or Sell: 10 stocks with Adam Keily & Felicity Thomas
Adam's back with another Buy or Sell - this time joined by our colleague, Felicity Thomas from Talk Money To Me. To check out the performance of her recommended stocks, have a look here . We want your feedback on this series, and whether we continue it into next year. Send us your feedback to contact@equitymates.com . If you want to go beyond the podcast and learn more, check out our accompanying email . Come say hi to us here. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E121 · Sun, November 12, 2023
Ren bought a house, 4 bottom-drawer stocks & how interest rates affect dividend stocks
Not to leave Bryce with all the fun property chat, Ren has also gone and bought a house! We chat about how he's gone with that process, answer a listener question talking about dividend stocks and look at the bottom drawer shares that *could* be discounted at the moment. If you want to go beyond the podcast and learn more, check out our accompanying email . Check out our Movember fundraising here as well. And as always, hit us up at ask@equitymates.com if you've got a question! ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E120 · Wed, November 08, 2023
Expert: Tom Naughton - There's money in mi goreng | Prusik Investment
Tom Naughton is Managing Partner and CIO at Prusik Investment. Today he chats to us ahead of his appearance at the Hearts and Minds conference this year, and brings two stocks for a deep dive - First Pacific (based in Hong Kong), and Nexus Select REIT (based in India). Remember, use the promo code: EQUITYMATES2023 to access the 20% discount available exclusively for the Equity Mates Community. Ticket price for Equity Mates Community: $400 Ticket Link: https://hubs.la/Q024hRFk0 If you want to go beyond the podcast and learn more, check out our accompanying email . Come say hi to us here. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E119 · Mon, November 06, 2023
Buy or Sell: 10 stocks with Adam Keily & Andrew Page
This week on Buy or Sell; Adam Keily, one half of Comedian V Economist, sits down with Andrew Page, the founder and Managing Director of Strawman.com . 10 stocks, one choice; Buy or Sell. This series will roll out over the next 5 weeks. Check out our tracker here: https://equitymates.com/buy-hold-sell-tracker/ If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Hosted on Acast. See acast.com/privacy for more information.
S7 E118 · Sun, November 05, 2023
Leveraged ETFs, Ren's Melbourne Cup tip & Speccy Magee returns
Speccy Magee returns! He's heard your calls and come back to take the mic with a typically under-researched stock pick. Equity Mate Will writes through with a question about leveraged ETFs which has really got us thinking, and as usual we do a round up of the news and views that's got our attention. Our Movember campaign is here . Come say hi to us at our links here . If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E117 · Wed, November 01, 2023
Ask an Adviser: Ellie Fordham - Dividend investing, salary sacrifice and life insurance
This Ask An Adviser, we're joined by Ellie Fordham, to answer the questions you've been talking about in our Equity Mates Discussion Group and sending through to ask@equitymates.com . Ellie has been recognised as the IFA Goals Based Adviser of the Year for 2022 and was an AFA Rising Star of the Year finalist in 2019. She has also been featured on Channel 10’s The Project and has contributed to articles for the Australian Financial Review. The links we chatted about: Money smart calculator: https://moneysmart.gov.au/how-life-insurance-works/life-insurance-calculator Verse wealth: https://www.versewealth.com.au/ Ellie referenced an article about Tax Debt and Salary sacrifice: https://www.abc.net.au/news/2023-09-11/how-does-salary-sacrifice-and-salary-package-work/102776984 If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E116 · Mon, October 30, 2023
Buy or Sell: 10 stocks with Adam Keily & Adam Dawes
It's a special episode today - we're handing the controls to Adam Keily, one half of Comedian V Economist, for a special new series. Buy, Hold, Sell will roll out over the next 6 weeks, with a stellar line up of guests. Check out our tracker here: https://equitymates.com/buy-hold-sell-tracker/ If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E115 · Sun, October 29, 2023
Big Tech earnings, investing in Formula One & should Bryce go fixed or variable?
We're talking about earnings season - which feels like it never stops! Big tech keeps on growing, which is interesting to dig into off the back of our interview with Cory Doctorow. Then Producer Sascha joins us to chat about some mystery stocks that appeared in her portfolio, and we're asking whether Bryce should go fixed or variable with his brand new home loan (which is causing a bit of trouble to *actually* sign off on). If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E114 · Thu, October 26, 2023
Expert: Andrew Norelli - "There's opportunity everywhere" | J.P. Morgan Asset Management
Andrew Norelli, Managing Director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group and the Portfolio Manager for J.P. Morgan Asset Management’s latest Fixed Income ETF, the JPMorgan Income ETF (JPIE) which has recently listed on CBOE. If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. This episode contained sponsored content from J.P. Morgan Asset Management ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E113 · Wed, October 25, 2023
Expert: Cory Doctorow - This guy HATES big tech & plans to change it
Cory Doctorow is a Canadian-British journalist and author who has a recently released his latest book - The Internet Con: How to Seize the Means of Computation. You can get his new book here . If you want to read more of Cory's thoughts, click here . This guy writes! This is such a fascinating conversation, and we really got a lot out of this conversation - even though it wasn't a pure investing convo, if you've any investments in Google, Amazon, Spotify, actually, any of the tech names, there's a lot for you to think about. If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E112 · Sun, October 22, 2023
Ren was wrong, talking to parents about investing & Bryce speaks to Henry Jennings
Bryce and Ren have a mea culpa to offer off their ep last week, Bryce is curious about the Ozempic effect and how it's now impacting big ASX stocks like CSL, we're joined by Equity Mate Sam, who needs help convincing his parents that his chosen path of stocks is better than an investment property. Then Bryce is finally joined by his mentor Henry Jennings, who's back from Europe and they catch up about everything that's been going on for the past few months. If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E111 · Thu, October 19, 2023
Uncovered: There's more to a battery than Lithium, introducing HPA - Impact Minerals (ASX: IPT)
On this episode of Uncovered, Bryce and Ren are joined by Dr Mike Jones, the Founder and Managing Director of Impact Minerals. He introduces us to the world of mining explores, the business of the company, and goes into great detail about one of their biggest projects to date - Lake Hope. If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E110 · Wed, October 18, 2023
Expert: Rikki Bannan - Two small caps: Propel Funeral Services (ASX: PFP) and Clarity Pharmaceuticals (ASX: CU6)
Bryce and Ren are joined by Rikki Bannan, who's Executive Director and Portfolio Manager at IFM Investors. She'll be speaking at the Hearts & Minds conference on the 17 November, but that stock is under lock and key, so we've asked her to bring two of her other picks to talk about today - 2 small caps: Propel Funeral Services (ASX: PFP) and Clarity Pharmaceuticals (ASX: CU6). If you want to attend the Hearts and Minds conference, we've a promo code for online tickets. Use promo code: EQUITYMATES2023 and get a 20% discount available exclusively for the Equity Mates Community. * Ticket price for Equity Mates Community: $400 * Ticket Link: https://hubs.la/Q025W_5y0 Discount Code: EQUITYMATES2023 If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E109 · Sun, October 15, 2023
Bryce bought a house, why investors are shorting junk food & Amazon and Google could be broken up
Today Ren and Bryce chat about Bryce's huge news and how it's going to be a challenge to drown out the housing noise, the Ozempic phenomenon, and the rumblings about the threats coming to break up big tech. Then Ren gets back together with his Mentor, Andrew Page, and chats about 3 stocks he's got on his shortlist. Please help us, and fill out the listener survey! https://forms.gle/EztvgJZaBUfkEXGM8 If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E108 · Thu, October 12, 2023
Uncovered: This stock jumped 350%, here's why - 4DS Memory (ASX: 4DS)
Here at Equity Mates we believe that every company has a story worth telling. Uncovered goes beyond the ASX200 and tells the story of lesser known companies. Across the series we speak to founders, CEOs and industry leaders to hear about the problems they’re solving and the future they’re building. Today we're joined by 4DS Memory's Executive Chairman, David McAuliffe, and he shares with Bryce and Ren the details of what 4DS is, their ideal customer, and the recent success of the Fourth Platform Lot. If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E107 · Wed, October 11, 2023
Expert: Drew Cohen - 2 stock deep dives: RH and Constellation Software
This episode we talk to Drew Cohen is the co-founder of Speedwell Research. He chats about two of the companies they cover at Speedwell and unpacks it with us. You can check out Speedwell's new podcast here . If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E106 · Sun, October 08, 2023
Six ways to invest for kids with Glen James
We're joined by Glen James, the creator and host of My Millennial Money - and the whole MMM empire. He chats with Bryce and Ren about how to invest for kids, and together they discuss all the ways you can think about setting your children up for their financial future. Things we talk about in the episode Glenn’s books - https://www.mymillennial.money/our-books The ATO's info on investing for kids - https://www.ato.gov.au/misc/downloads/pdf/qc16210.pdf Glenn's blog on investing - https://www.mymillennial.money/blog/investment-for-kids-6-ways-to-invest-for-your-kids If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E105 · Thu, October 05, 2023
Expert: Amit Goel - Two stocks benefiting from the changing global supply chains | Fidelity
Bryce and Ren are joined by Amit Goel, who's the PM for the Fidelity India Fund and the Fidelity Global Emerging Markets Fund . Amit has nearly 20 years’ experience investing in emerging markets, and this is a wide ranging and fascinating discussion. The 2 companies he talks about in this episode centre on the idea of the shift in the global supply chain - KPR Mill ( India - textiles) and Grupo Aeroportuario del Pacífico ( Latam - Mexican Airports). If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. This podcast contains ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E104 · Wed, October 04, 2023
Expert: Ben Lamm - Bringing the Woolly Mammoth back from extinction
This episode, Bryce and Ren are joined by Ben Lamm - the founder and CEO of Colossal Biosciences and a leader of the de-extinction movement. Some people spend their whole lives trying to build a successful company in one field, but Ben has managed to build successful companies in multiple fields - from education to defence. He joins the guys to talk about what he's learned about entrepreneurship and business, why de-extintion is important, and he also answers Bryce's very important Would You Rather: Go into the past and meet your ancestors or go into the future and meet your great-great-grandchildren? Ben will be speaking at SXSW Sydney, between 15th and 22th of October. If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E103 · Sun, October 01, 2023
Finding investing ideas in the news, what next for inflation & 3 new companies we're watching
Today we chat about the latest inflation numbers and our thoughts on future interest rate cycles, we get a call from an Equity Mates listener Matt in Canberra about his thoughts on El Nino and how that might present investing opportunities, and then Ren surveys 3 cracking stocks he's been researching. Please help us with this short listener survey ! If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E102 · Thu, September 28, 2023
Uncovered: A small cap pioneering a new standard of cardiac care - Imricor Medical Systems (ASX: IMR)
Bryce and Ren are joined by the CEO of Imricor Medical Systems (ASX: IMR), Steve Wedan. Steve is co-founder as well as CEO, and in this chat, he talks through Imricor, how he first came across the idea and what has been the founding story to date. To find out more, https://imricor.com/ If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This episode contained sponsored content from Imricor Medical. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E101 · Wed, September 27, 2023
Ask an Adviser: Patrick Malcolm - Pay off mortgage or invest in shares & Two funds he'd invest in for life
We're back with one of your favourites - an Ask an Adviser series! Today we're joined by Patrick Malcolm who's Senior Partner and Certified Financial Planner® at GFM Wealth Advisory. He chats about budgeting, whether to invest in shares or pay down your mortgage, and why he's super passionate about the advice industry. If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E100 · Sun, September 24, 2023
Best way to invest in India, how to rebalance your portfolio, and does anyone care about the new iPhone?
This ep we're chatting about the collective shrug heard around the world with Apple and the new iPhone, a French supermarket is slapping 'shrinkflation' labels on products that are getting smaller in front of our eyes, and Bryce re-pitches a stock he heard on another podcast. We hear from listener Paul, who's got some queries about how he should be thinking about rebalancing after a trigger-happy few years, and Ren, inspired by our epic chat with Saurabh on Friday, has gone and done a deep dive on India ETFs. Here's the episode Bryce recommended: https://www.joincolossus.com/episodes/33864041/griffin-kingspan-influential-irish-insulation And make sure you catch up with Saurabh if you haven't listened yet: https://equitymates.com/episode/expert-saurabh-mukherjea-why-you-must-be-investing-in-india-marcellus-investment-managers/ Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E99 · Thu, September 21, 2023
Expert: Christian Baylis - There's finally money in bonds | Blossom
Dr Christian Baylis is the Founder and Chief Investment Officer at Fortlake. As part of his role, Christian oversees all of Blossom’s investments. This episode is sponsored by Blossom - we thank them for the support, it allows us to keep making free content for the Equity Mates community. Blossom offers everyday savers access to 5.7% p.a. targeted returns from managed fixed income investments - something up until Blossom, only the big end of town could easily access! The team at Blossom want to level the playing field and bring fixed income opportunities to everyone. Whether you’re saving for a house, a car, a holiday or just because, Blossom helps you access the targeted returns you need to reach your savings goals faster. Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Blossom ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E98 · Wed, September 20, 2023
Expert: Saurabh Mukherjea - Why you must be investing in India | Marcellus Investment Managers
Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. This episode has had Ren and Bryce buzzing since they hit record - and both of them are super excited for you to hear it. You can buy Saurabh's book here , and his website is here . Money Control is here and Screener.in . Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E97 · Sun, September 17, 2023
Ren talks Resmed + GQG Partners, UFC and WWE are merging, & trying to perfect DCA investing
It's Ren's turn to be in the hot seat and chat portfolio moves. Then we look at the mergers taking place in the sports scene - before hearing a listener call from Alan. We mentioned this episode, if you want to go listen: https://equitymates.com/episode/zero-to-100-billion-in-six-years-tim-carver-of-gqg-partners-asx-ceo-connect-series/ And here's the article Ren mentioned about TopGolf: https://equitymates.com/general/boyar-research-topgolf-callaway-brands-nyse-modg/ If you want to sign up for our email list, click here . Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E96 · Thu, September 14, 2023
Short Squeezes & GameStop: Two Years On
Today we’re talking short selling in celebration of the new film coming out - Dumb Money. This episode is sponsored by Roadshow Films in celebration of the launch of Dumb money - a brand new comedy based from the directors of I, TONYA, based on the insane true story of the GameStop short squeeze. Featuring a huge cast including Paul Dano, Pete Davidson, Sebastian Stan, Shailene Woodley, America Ferrera, Seth Rogen and more. In Cinemas from October 5th. But, we've also tickets to give away! Details and enter here . Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E95 · Wed, September 13, 2023
Expert: Brent Beshore - Only 14 investments in 16 years | Permanent Equity
We’ve interviewed hundreds of investors on this podcast, many of whom claim they’re long term investors but they’re probably looking at a 5-7 year holding period, not 30 years or more. Brent Beshore puts them all to shame. We loved this conversation where he went over the 14 companies he's invested in - with everything from amusement ride manufacturing to elite matchmaking - he explains what these companies have in common. Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E94 · Sun, September 10, 2023
What next for QANTAS, Andrew Page on Reporting Season & the ESG debate continues
Back for a EM Monday chat! This week we Ren and Bryce chat what next for QANTAS, Andrew Page comes back to look over Reporting Season with Ren for a Mentored session & we have a voice note from an Equity Mate community member about our recent interview with Kelly Shue. Things we mentioned in the pod: The Dive: The 3 QANTAS controversies explained Expert Investor: Emilie O’Neill – The Research Process For ESG Investing and Expert Investor: Adam Verwey – Is sugar an ethical investment? . Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E93 · Thu, September 07, 2023
Expert: Maroun Younes - The investing story for Keisei Electric Railway + Quanta | Fidelity
Maroun Younes is Co-Portfolio Manager Fidelity Global Future Leaders Fund and Analyst. The Global Future Leaders Fund is a diversified portfolio of 40-70 small-to-mid-cap global companies. The two stocks he brought to talk about with us are Keisei electric railway (TYO: 9009) and Quanta (NYSE: PWR). This episode is sponsored by Fidelity - we thank them for their ongoing support of Equity Mates, which allows us to keep providing you with free content to become better investors The two recommendations Maroun had are: our Chris Mayer episode and Richer, Wiser, Happier . Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E92 · Wed, September 06, 2023
Founders of Farmer's Pick and Vitable pitch their companies
Today we're welcoming Johnny Wilkinson, the co-founder and director of Equitise. He explains to us what Equitise is, how Equity Mates can get involved, and the risks and thoughts around unlisted investments as a part of a portfolio. Then we hear from two founders: Farmer's Pick and Vitable . To find out more about Equitise, click here . Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E91 · Sun, September 03, 2023
Bryce's portfolio moves, Investment Bonds & is Instacart opening the IPO window?
Ren and Bryce are in the studio, chatting about portfolio movements, whether they think the IPO window is about to open again, and then an Equity Mate Lauren asked us a question about Investment Bonds. Things mentioned in the episode: Sharesight discount: https://sharesight.com/equitymates IPO Article: https://qz.com/tech-ipos-are-returning-this-time-with-profits-1850781855 More about Serve Robotics here: https://www.serverobotics.com/ Stockspot article about investment bonds: https://blog.stockspot.com.au/investment-bonds/ Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E90 · Thu, August 31, 2023
The investment case for Whiskey and Wine | Maxwell Nee from OENO
Maxwell Nee is Managing Partner of the OENO Wine & Whisky Investment Fund, and OENO Wine Whisky Investment Australia. Today he joins Bryce and Ren to chat about the investment case for this alternative asset class. This episode is sponsored by Oeno, and we thank them for their support. Our partners allow us to keep providing you with free content to help you on your investing journey. To find out more, click here . Also, big announcement from us – we’ve a new book! Don’t Stress, Just Invest, is out now at all bookshops and you can order it from Amazon or Booktopia . Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E89 · Wed, August 30, 2023
Is ESG investing counterproductive? | Professor Kelly Shue from Yale School of Management
Kelly Shue argues that investors who focus on the E.S.G. rating of a company or an investment fund are making a fundamental mistake. This episode she joins Bryce and Ren to talk about this counterproductive impact. Kelly Shue challenges the common belief that E.S.G. (Environmental, Social, and Governance) investing makes the world greener. She argues that the math behind this concept doesn't add up and that the approach may not be as effective as many believe. As Professor of Finance, at Yale School of Management, Professor Shue's academic interests lie at the intersection of behavioural economics and empirical corporate finance. Her research has explored the Peter Principle, compensation and promotions, gender and negotiations, the gambler's fallacy, contrast effects and non-proportional thinking in asset pricing, and executive social networks. Her co-author on this paper was Samuel Hartsmark. To read Counterproductive Sustainable Investing, click here . Want more Equity Mates? Click here . Also, big announcement from us – we’ve a new book! Don’t Stress, Just Invest, is out now at all bookshops and you can order it from Amazon or Booktopia . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E88 · Sun, August 27, 2023
Earnings season highlights, individual stocks v an ETF, & should you read The Intelligent Investor?
We're back with an old fashioned Equity Mates chat! Ren and Bryce go through recent earnings season and look at the companies and the stories that leap out to them. Then we talk to Liam, an Equity Mate who wants to talk through the thinking of buying a thematic ETF, versus just buying the individual stocks that you're passionate about, and then Alex called in to ask Ren about whether he should keep bothering to read The Intelligent Investor. Feedback form is here: https://forms.gle/SKrDm3yfucUkHjg98 Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E87 · Thu, August 24, 2023
How AI can help you find your next investment property with Harry Bennetto l Prop Hero
Harry Bennetto is the Head of Revenue at PropHero, an Australian investment advisor that helps you find, buy and manage the best investment properties using an online platform and proprietary AI algorithms. Today he joins Bryce to chat about the market here in Australia, the different types of real estate investing strategies open to us, and why you shouldn't limit yourself to buying in your backyard! This episode is sponsored by PropHero. PropHero are offering Equity Mates Listeners $1,000 off their product. Head to: https://prophero.com.au/equitymates Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Prop Hero. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E86 · Wed, August 23, 2023
Ask An Adviser: Cost of advice, best platforms, topping up super & pay off mortgage or invest more | Glen Hare
We're joined by Glen Hare from Fox and Hare for another episode of Ask An Adviser! We put to him all of your excellent questions - if you want to ask a question in an upcoming show write to us at ask@equitymates.com During the chat we learn why Glen wishes he studied psychology instead of finance, he goes deep into insurance, how to set up a family trust, and also name checks his favourite platforms for investing. Also, big announcement from us – we’ve a new book! Don't Stress, Just Invest, is out now at all bookshops and you can order it from Amazon or Booktopia . Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E84 · Sun, August 20, 2023
Is there money in... stadium tours?
Bryce is taking charge and diving into 'is there money in stadium tours?'. Join him, Ed Kavalee and Ren as they go through how Beyonce and Taylor Swift are in a race for the first billion dollar tour. If you want to suggest a topic, or just want more Equity Mates – click here . Want more Equity Mates? Click here . PS. Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia . Keep your ears out for events that’ll celebrate the launch, but we look forward to sharing it with you! ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E84 · Wed, August 16, 2023
Is there money in... Jesus?
Ed Kavalee has returned to the hot seat! Today he gets Ren and Bryce to ponder the question: Is there money in…. Jesus? If you want to suggest a topic, or just want more Equity Mates – click here . PS. The TikTok account that recaps Christian Movies: https://www.tiktok.com/@enolls Enjoy! PSS. Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia . Keep your ears out for events that’ll celebrate the launch, but we look forward to sharing it with you! Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E83 · Sun, August 13, 2023
Is there money in... books?
Alec is back and talking about - is there any money in books? Join him, and Ed Kavalee and Bryce as they go through what you earn as an author. If you want to suggest a topic, or just want more Equity Mates – click here . **Note from Producer Sascha - I've gone looking for Ed's book, and this is the only reference I can find. I'll reach out to him, but if you come across it in the meantime... well, 10 points to Gryffindor to you. (Hit me up at sascha@equitymates.com) https://www.goodreads.com/book/show/57497995-six-legs PS. Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia . Keep your ears out for events that’ll celebrate the launch, but we look forward to sharing it with you! Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E82 · Wed, August 09, 2023
Is there money in... bodybuilding?
Alec is in the hotseat this week - presenting to Ed and Bryce, is there money in bodybuilding? If you want to suggest a topic, or just want more Equity Mates – click here . PS. Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia . Keep your ears out for events that’ll celebrate the launch, but we look forward to sharing it with you! Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E81 · Sun, August 06, 2023
Is there money in... movies?
We continue our series with Ed - asking... is there money in movies? If you want to suggest a topic, or just want more Equity Mates – click here . PS. Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia . Keep your ears out for events that’ll celebrate the launch, but we look forward to sharing it with you! Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E80 · Wed, August 02, 2023
Is there money in... horse racing?
Ed Kavalee has returned to hijack the studio! Today he gets Ren and Bryce to ponder the question: Is there money in.... horseracing? If you want to suggest a topic, or just want more Equity Mates - click here . PS. Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia . Keep your ears out for events that’ll celebrate the launch, but we look forward to sharing it with you! ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E79 · Sun, July 30, 2023
Ask an Adviser: Dominic Alafaci - Best way to invest for kids?
Dominic Alafaci is the founder of Collins House Private Wealth and is a financial advisor with more than 40 years experience in the industry. No one better to help answer some questions from the Equity Mates community. We answer questions from Equity Mates Community Members Dylan, Jeremy, Brad, and Niall. Want more Equity Mates or to send a question? Click here . PS. Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia . Keep your ears out for events that’ll celebrate the launch, but we look forward to sharing it with you! ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E78 · Thu, July 27, 2023
Uncovered: EMvision Medical Devices
Here’s a stat that will blow you away: one in four people will have a stroke in their lifetime That number blew us away. The more we looked into it, the more we realised just how big a factor strokes will be in our lives and the lives of our friends and family. When it comes to strokes, time is brain. If you read those stats about strokes and got worried, you’re not alone. Today Alec talks to CEO Scott Kirkland about his vision for EMvision - where they offer healthcare systems a cheaper, more portable and more cost effective version. EMvision believes that one day they’ll be able to offer their portable brain scanner in a backpack. That means every ambulance can be equipped with one, transforming every ambulance into a mobile stroke unit. Welcome to Uncovered - where every company has a story worth telling. It's our exploration of the companies that don’t receive as much media attention or analyst coverage. Come join us and expand your view of what is possible as we uncover the uncovered. Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E77 · Wed, July 26, 2023
Expert: Christopher Mayer - The search for 100-baggers
This episode Alec chats to Christopher Mayer - the author of 100-baggers: Stocks that return 100-to-1 and how to find them and the cofounder and portfolio manager of Woodlock House Family Capital. Alec describes him as an epic guest, and it is a pretty epic conversation. Together they chat about the concept of a 100 Bagger, he chats about a couple of examples, and they look at common traits they all share. Then Chris outlines where his search for 100-baggers start, and how he filters the investment universe. Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
Sun, July 23, 2023
Expert: Kiril Sokoloff - US, China, Emerging Markets and what comes next?
In this episode of Equity Mates, Alec is chatting with the impressive Kiril Sokoloff, Chairman and Founder of 13D Research & Strategy. We travel back to the pivotal year of 1983 to uncover what inspired the inception of 13D and how it has become a powerhouse in making stock market predictions. Then we are taking a closer look at some of their most significant predictions over the past four decades, the ones they got right, and even those they missed. Amidst an abundance of financial media predictions today, we discuss how to approach and assess these forecasts. Moreover, Kiril, who has served as an advisor to some of the best investors in history, such as Stanley Druckenmiller, shares invaluable lessons and traits every aspiring investor should emulate. Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia . Keep your ears out for events that’ll celebrate the launch, but we look forward to sharing it with you! Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E75 · Thu, July 20, 2023
Expert: Daniela Jaramillo - Avoiding greenwashing as investors | Fidelity
The past few years has seen an explosion of interest in ESG and sustainable investing. As a result, more and more fund managers are making sustainable claims. Which also does raise the issue of greenwashing. How are everyday investors meant to assess the claims being made by companies? We sat down with Daniela Jaramillo - Head of Sustainable Investing, Australia at Fidelity. Daniela unpacks how sustainable investing has evolved over the years, how regulators are looking into this space and what we as everyday investors can do to assess ESG claims and avoid greenwashing. Resources: The Decarbonisation and Mining Paradox paper mentioned in the episode Responsible Returns website Fidelity's ESG case studies This episode contained sponsored content from Fidelity. Full disclaimer here . Learn more about sustainable investing at the Fidelity website and explore case studies of how Fidelity engages with their investee companies. ***** Want more Equity Mates? Click here . In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to lan
S7 E74 · Wed, July 19, 2023
Expert: James Reynolds - Searching for non-technology businesses in overlooked markets
James Reynolds is the founder of Tenebrist Global, a US-based fund that invests in a concentrated portfolio of founder-led growth businesses. Interestingly, the Tenebrist portfolio emphasises non-technology businesses like restaurants and gyms as well as overlooked markets like Japan and Poland. After hearing about James' investment philosophy and a bit of background, we focus on two dynamic companies: Jiumaojiu (HKG:9922) and Dino Polska (WSE:DNP). We explore the stories behind these investments, the companies' roles in their industries, and the theses that inspired these selections. James talks us through the figures for these firms, as well as potential concerns and what might lead to a reassessment of the investing thesis. Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia . Keep your ears out for events that’ll celebrate the launch, but we look forward to sharing it with you! Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E73 · Sun, July 16, 2023
An alternative investment thesis for AI
In this episode of Equity Mates - we're looking at AI - and explore an alternative thesis. Cause while it's easy to focus on big names like Google and Microsoft, there are alternate pathways to consider. One approach involves the 'picks and shovels' method—companies like NVIDIA that provide the tools for AI development. Another strategy is to focus on businesses that leverage AI's capabilities. Ren and Bryce bring in insights from Cathie Wood and Andrew Page, who highlight how Tesla, with its vast driving data, and Volpara, with its breast imaging data, benefit from AI. So, then we brainstorm on a broad array of companies harnessing AI. The usual suspects—social media giants like Meta, Bytedance, Twitter, search engine titan Google, and device leader Apple—are on our list. But beyond these are myriad firms with unique datasets ripe for AI training. The report from McKinsey is here . Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia . Keep your ears out for events that’ll celebrate the launch, but we look forward to sharing it with you! Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy</a
S7 E72 · Thu, July 13, 2023
We are introduced to Rentvesting | Australian Property Scout
This was a really eye-opening episode! You know that neither of us are in property (yet) Sam Gordon is the owner and director of Australian Property Scout, an investment Buyers Agency that is on a mission to retire 500 people by 2030. We acknowledge that a lot of Australians are struggling with housing affordability at the moment, so Sam shares his advice on what he'd tell someone like the two of us trying to get into the market, we chat interest rates, and we dig into the pros and cons of rentvesting v owner occupier. Want more Equity Mates? Click here . Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia . Keep your ears out for events that’ll celebrate the launch, but we look forward to sharing it with you! ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E71 · Wed, July 12, 2023
The investment case for Nelnet, Dropbox and Match Group | Arch Capital
We're chatting to Brett Schafer and Ryan Henderson from Arch Capital , a hedge fund based in Seattle. Brett and Ryan also host the Chit Chat Money podcast . We love that Brett and Ryan are super public about their holdings, which gives us plenty to chat about in this podcast. We’ve chosen three to unpack in more detail. First, the largest holding in the Arch Capital fund - Nelnet (NNI) and as they’ve written “Has this student loan company turned itself into the next Berkshire Hathaway?” Then it's to Dropbox (DBX) - which is just outside top 10 holding in Arch Capital fund, but an interesting one to unpack given the competitors and the share price movement (down 20% past 5 years). Then we turn to Match Group (MTCH)... cause money may not buy love, but love can make money. Match Group, owner of Tinder and dozens of other dating platforms, is the third largest holding in Arch Capital’s fund. Also, don't forget – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia . Keep your ears out for events that’ll celebrate the launch, but we look forward to sharing it with you! Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E70 · Sun, July 09, 2023
Searching for the Dogs of FY23 + Ren's 5 minute valuation
Big announcement from us - we've written a new book! It's coming out on 22 August and you can pre-order now from Amazon or Booktopia . What's the jist? Basically we know money is stressful at the moment, and if you’re investing it can be hard to know if what you’re doing is enough. Keep your ears out for events that'll celebrate the launch, but we look forward to sharing it with you! In this episode, Bryce is taking Henry's advice and searching for the Dogs of FY23, we hear from our community member Elle - and think about investing for kids, and then Ren closes out the episode with his quick, back of the envelope style valuation. Want more Equity Mates or to get in touch? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E68 · Wed, July 05, 2023
Ask an Advisor: Practical ways to establish your financial wellbeing
Ben Wauchope joins us on the podcast today for our Ask an Advisor episode, and to talk about your financial wellbeing. Armed with a Bachelor of Commerce from UWA, Ben Wauchope undertook further studies and successfully completed an Advanced Diploma in Financial Planning, Self-Managed Super Funds and Margin Lending. He joins us to answer some questions from the community, and then goes through some practical ways to establish good financial wellbeing - know your why, establish a financial mindset, know your numbers and pay attention to your finances. He talks through each of those steps and how he approaches it. Want more Equity Mates and to sign up to our newsletters? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E67 · Sun, July 02, 2023
Who’s winning stock of the year & Andrew Brown discusses what’s coming
It's almost halfway through the year, so we thought we'd check in on what we decided would happen in 2023 - 6 months ago (feels like a lifetime...) Then we call Andrew Brown to chat about his bold predictions too. Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E66 · Thu, June 29, 2023
News Corp (NWS) deep dive w/ Will Granger | Airlie Funds
Today we're joined by the Portfolio Manager of the newly launched Airlie Small Companies Fund ('Fund'), Will Granger. To read more about Airlie Small Companies Fund, read here. The fund seeks to provide long-term capital growth and income through investment in Australian listed small companies. The Fund's portfolio will typically comprise 20-40 investments that Airlie consider to be high-quality businesses. Before Will joins us, we do a deep dive into News Corp - Rupert Murdoch's baby - News Corp - and give you a little bit of context on what the company does, the history, where it's at today, and give a 101 of their share structure. Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E65 · Wed, June 28, 2023
Expert: Andrew Walker shares two surprising value investing opportunities
Andrew Walker is a portfolio manager and Head of Research at Rangeley Capital and the publisher of Yet Another Value Blog, and also hosts a spin off podcast Yet Another Value Podcast. He chats about his journey to date in finance, talks about the value of publishing his work publicly, and shares his investment philosophy with us. He also joins us in a game of Biznerdle - and absolutely nails it! While we've got you, we've some EOFY year deals as well: The Rask + Equity Mates collaboration is a match made in heaven. Together, we bring you the best courses to learn about the nitty-gritty of investing in shares/companies — from beginning to dividend. Take a free course or become part of the highly-rated Value Investor Program , register now to take advantage of the current promotions - $100 OFF with Promo Code: EOFY Sharesight makes the whole tracking process super straightforward and is the best product we have come across in the market to track your investment portfolio. It has the ability to track the price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Join now via Equity Mates and save 4 months when you purchase an annual premium plan. You must follow our link here to claim this discount: sharesight.com/au/equitymates/ Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hoste
S7 E64 · Sun, June 25, 2023
A simpler way to value a stock w/ Andrew Page
Huge, huge, huge guest appearing on Equity Mates today. Cathie Wood, from Ark Invests, has sat down and done and interview with You're In Good Company, and we have an exclusive preview of the episode to share with you. But listen to the full episode, on You're In Good Company tomorrow morning wherever you get your podcasts. Alec also finishes his homework with his investing coach, Andrew Page - held to account by our community member Donna, who jumped on the phone to ask for a worked example. Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E63 · Thu, June 22, 2023
Expert: Hamilton Reiner - Investing for Income | J.P. Morgan Asset Management
We're chatting to Hamilton Reiner, the Head of US Derivatives at J.P. Morgan Asset Management, about using equities for income in this episode. We're speaking at the halfway point of 2023 - so we reflect on the state of the markets, a bit about Hamilton's career, and his thoughts on whether this AI hype is going to continue. For more information on J.P. Morgan Asset Management, click here . This episode is sponsored by J.P. Morgan Asset Management. The views, forecasts or opinions expressed here are those of the presenter at the date of this material based on current conditions which may be subject to change and does not represent those of J.P. Morgan Asset Management The products mentioned were: JEPI – world’s largest active ETF at $38.3b AUD (Australian listed version) JHPI – hedged version of JEPI for those who want to minimise exchange rate risk JPEQ – similar strategy but focused on Nasdaq 100 – for those looking to invest in US Large Cap Growth and tech JPHQ – hedged version of JPEQ PS. We've got two special offers on atm: First the Rask + Equity Mates courses! Take a free course or become part of the highly-rated Value Investor Program, and get $100 off with the Promo Code: MATES And if you're currently sorting your EOY Tax - remember Sharesight makes the whole tracking process super straightforward and is the best product we have come across in the market to track your investment portfolio. It has the ability to track the price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. If you join now via Equity Mates, you'll save 4 months when you purchase an annual premium plan. If you purchase by 30 June, you may even be able to claim it as a tax deduction (just check with your accountant). You must follow our link here to claim this discount: sharesight.com/au/equitymates/ Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on gener
S7 E62 · Wed, June 21, 2023
The data is bad but the market is good. Where to next w/ Julian McCormack
It's an EPIC episode - jam packed! First, if you didn't get the reminder, FinFest is now being postponed until 26 October 2024. This episode, we're chatting to Julian McCormack, because we want to know if this bull market is real (and where do we go from here?) Then Alec brings us more of his time with his coach, sensei, mentor Andrew Page - together they chat about the current markets, the AI hype, Apple's new venture into the vision goggles - and Alec finally cracks the code of the secret WA company. (Spoiler, it's ASX:SGI). Also the guys take the time to jump on the phone and chat to an Equity Mate community member. Visit equitymates.com/contact to get involved. Want more Equity Mates? Click here . PS. We’ve got a special offer on the Rask + Equity Mates courses! Take a free course or become part of the highly-rated Value Investor Program , and get $100 off with the Promo Code: MATES Also, Sharesight makes the whole tracking process super straightforward and is the best product we have come across in the market to track your investment portfolio. Join now via Equity Mates and save 4 months when you purchase an annual premium plan. If you purchase by 30 June, you may even be able to claim it as a tax deduction (just check with your accountant). You must follow our link here to claim this discount: sharesight.com/au/equitymates ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 5406
S7 E61 · Sun, June 18, 2023
Apple’s Vision 👓 + can Bryce find bargains in the dog kennel?
First up - some regrettable news. We have decided to postpone FinFest until 2024. Last year, we put in a tremendous amount of effort to launch FinFest, and we couldn't have achieved it without your support and the backing of our partners. The current economic climate and cost of living crisis has seen many businesses reduce marketing budgets. As a result, it has become impossible to deliver FinFest 2023 at the scale and quality we desire. We don't want to compromise the experience we created for you last year. For more info, check out the link . In this episode, Bryce and Alec talk about Apple's latest product launch, and Bryce brings the latest learnings from his session with his Mentor Henry Jennings! PS. We've got two special offers on atm. First the Rask + Equity Mates courses! Take a free course or become part of the highly-rated Value Investor Program , and get $100 off with the Promo Code: MATES And if you're currently sorting your EOY Tax - remember Sharesight makes the whole tracking process super straightforward and is the best product we have come across in the market to track your investment portfolio. It has the ability to track the price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. If you join now via Equity Mates, you'll save 4 months when you purchase an annual premium plan. If you purchase by 30 June, you may even be able to claim it as a tax deduction (just check with your accountant). You must follow our link here to claim this discount: sharesight.com/au/equitymates/ Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to y
S7 E59 · Wed, June 14, 2023
Expert: Matt Barrie - Why house prices are the cause of today's cost of living crisis
We were so excited to be joined by Matt Barrie - founder and CEO of Freelancer Limited - for his thoughts on one big topic: the Australian property market. He recently delivered the opening keynote for the Sydney Morning Herald's Sydney 2050 Summit. His talk was titled, ' The Great Australian Scream '. This is an epic conversation - Matt elaborates on all the points he made in his speech, and left us with a lot to think about. Sharesight makes the whole tracking process super straightforward and is the best product we have come across in the market to track your investment portfolio. It has the ability to track the price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. You can also add in your cash accounts and property to get the full picture of your portfolio – all in one place. Join now via Equity Mates and save 4 months when you purchase an annual premium plan. To claim the discount, you have to use our link: sharesight.com/au/equitymates/ If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should
S7 E58 · Sun, June 11, 2023
Ask an Adviser: Tips to maximise your EOFY deductions
We're back with our Ask An Adviser series - this time joined by Andrew Wilson, Managing Director at Wilson CA . He chats to us about finding those deductions and offsets you could be eligible for this EOF - helping us ensure we claim everything we're legitimately entitled to (especially for anyone working from home!) Then we get into investing - he explains franking credits (and what you need to know before EOFY), the implications if you're receiving income from overseas sources or foreign assets, and just what implications those wonderful dividend reinvestment plans might have on that tax return. Sharesight makes the whole tracking process super straightforward and is the best product we have come across in the market to track your investment portfolio. It has the ability to track the price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. You can also add in your cash accounts and property to get the full picture of your portfolio – all in one place. Join now via Equity Mates and save 4 months when you purchase an annual premium plan. You must follow our link here to claim this discount: sharesight.com/au/equitymates/ If you want to get in touch with Andrew - visit Wilson's website . If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast i
S7 E57 · Wed, June 07, 2023
Want to juice your valuation? Just add AI
Bryce and Alec are back from the US - Alec has almost recovered from his cold - and they're ready to chat about what's happened in the markets to date in 2023. So much for a tough year... ASX 200 is up 2%, the S&P 500 is up 9% and the best performer is the Nikkei 225 - which is up 20%! We reflect on what our predictions were at the start of the year - looks like we got a couple in the bag, but mostly it was a classic case of recency bias - 2022 was tough, so banks just predicted more of the same in 2023. Later in the episode, Bryce catches up with his coach and mentor Henry Jennings, for more of a chat about his investment strategy - they're trying to work out how he might reduce his investing landscape to a couple of key stocks. Get in touch, tell us what you want Bryce to chat about in his sessions with Henry, and more of what you want us to discuss! Contact the guys here . Stay engaged with the Equity Mates community by joining our forum . Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noop
S7 E56 · Sun, June 04, 2023
Expert: Joey Brookhart - The hustle of starting a new fund (& why Bryce hates Sonos)
It's the last our Equity Mates On Tour series - where we've been taking the USA by storm. Today we're joined by Joey Brookhart from Sandbrook Capital, who walks us through starting a brand new fund, how he decided to make that leap, and then a few examples of his positions. (There's also a Bryce-rant about Sonos, so buckle in for that!) ***** Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
Wed, May 31, 2023
Expert: Dominick D'Angelo - Tesla to fall over 50% by the end of 2023
We met some fantastic investors on the Equity Mates US Tour, and Dominick D'Angelo was no exception. Dominick is a research analyst at O'Keefe Stevens Advisory and an adjunct professor at Nazareth College, where he teaches Introduction to Investments and Investment Analysis. We discussed: What ties Nvidia, Qualcomm, Bank of Ireland, Amgen, and Corning together Advice for students who want to work in the industry The biggest lessons Dominick learned from the 2022 correction His big predictions around Tesla and Bitcoin The areas of the market capturing his curiosity Links and resources: @OSA_Rochester https://twitter.com/OSA_Rochester Joel Greenblatt Lecture Notes: https://archive.org/stream/JoelGreenblattClassNotesOnSpecialSituationInvesting/Joel-Greenblatt-Class%20notes%20on%20Special%20situation%20investing_djvu.txt Aswath Damodaran: https://www.youtube.com/@AswathDamodaranonValuation LL Flooring: https://seekingalpha.com/article/4587904-ll-flooring-poor-business-model-unattractive ***** Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment p
S7 E54 · Sun, May 28, 2023
Expert: Luis Sanchez - $500,000 for internet in the sky | GoGo (NASDAQ: GOGO)
The US tour continues, and in this episode we're in New York City! We sat down with Luis Sanchez - just around the corner from Times Square - who is the founder and managing partner of LVS Advisory , an investment firm offering active strategies. We had a fascinating discussion, going deep on GoGo - a leading provider of internet connectivity to business jets in North America. It's big money... In this interview, we discuss: Luis' investment philosophy What makes a great long-term investment The bull case for GOGO Inc. (NASDAQ: GOGO) Why Gogo won't be outmuscled by Elon Musk and Starlink The best investing resources As discussed in the episode, Luis' Q1 investor letter can be found here and the detailed write-up on Gogo can be found here . ***** Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. Se
S7 E53 · Wed, May 24, 2023
Expert: Jeremy Kokemor - Finding opportunity in car dealerships and Constellation Software | US Tour
The Equity Mates US Tour continues, thanks to Milford Asset. In this episode, we sit down with Jeremy Kokemor from Right Tail Capital, in a hotel lobby, just before the start of the Berkshire Hathaway AGM. We really enjoyed this interview. Jeremy is the founder of Right Tail and focuses on buying undervalued, high-quality businesses through fundamental research. We unpack his investment philosophy and how he develops high conviction for his portfolio of 8-15 stocks. We also discuss where he's seeing opportunities in the market at the moment, using car dealerships as a case study. We want to say a huge thanks to Milford for supporting the Equity Mates US Tour. Milford are a leading New Zealand fund manager and are now available for Australian investors and advisers. Milford’s flexible, active management strategies and high-performing, globally experienced investment team aim to deliver strong long-term returns while managing downside risks. Find the Milford funds on your trading platforms or at milfordasset.com.au, and before you invest, be sure to read the Fund’s Product Disclosure Statement and Target Market Determination found at milfordasset.com.au ***** ***** Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operate
S7 E52 · Sun, May 21, 2023
You don't have to pick one winner to be a good investor | Wealth Builders Pt 3
We're back with another episode of Wealth Builders - looking at the history of Warren Buffet's investments and the lessons we can take from them. Today it's two ideas about creating wealth - letting your companies get to work, and the fact you don't always have to pick a side. ***** Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E51 · Wed, May 17, 2023
The perils of selling too early | Wealth Builders Pt 2
It's another in our Wealth Builders series, when we look at Buffet's investing history and what lessons we can learn from it. This episode we're talking about Disney - and Buffet's big mistake! PS. take Bryce's suggestion up and check out our Instagram journey (and watch all our learnings about our USA trip). If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E50 · Sun, May 14, 2023
We draft 6 stocks from SOHN Investment Conference New York
The Equity Mates US Tour heads to New York City! While we were here, the SOHN Investment Conference was on so in this episode we unpack the three keynote presentations and draft 6 of the high-conviction stock picks presented by some of the world's best investors. The Sohn Conference Foundation was founded in 2006 to raise money to support medical research, the development of research equipment, and programs to help children with cancer and other childhood illnesses. Keynote presentations Patrick Collison in conversation Sam Altman keynote: https://www.youtube.com/watch?v=1egAKCKPKCk Kiril Solokoff in conversation Stanley Druckenmille keynote: https://youtu.be/bMAm2S1M_IU Patrick O’Shaughnessy in conversation Karen Karniol-Tambour keynote: https://youtu.be/LH2Xg7sOfE8 ***** We want to say a huge thanks to Milford for supporting the Equity Mates US Tour. Milford are a leading New Zealand fund manager and are now available for Australian investors and advisers. Milford’s flexible, active management strategies and high-performing, globally experienced investment team aim to deliver strong long-term returns while managing downside risks. Find the Milford funds on your trading platforms or at milfordasset.com.au, and before you invest, be sure to read the Fund’s Product Disclosure Statement and Target Market Determination found at milfordasset.com.au ***** If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . ***** Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity
S7 E49 · Wed, May 10, 2023
Double down on your best ideas | Wealth Builders Pt 1
Welcome to the first part of our Wealth Builder's series - where we track the lessons we can pick up from Warren Buffet's life and his investing history. Today is all about GEICO. GEICO is Warren’s most well-known and most successful investment, that “changed his life” and allowed him to build Berkshire into the business that it is today. We chat about how it all started! If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E48 · Sun, May 07, 2023
Our 72 hours with Warren Buffett
Live (well, as live as podcasts can be) from Omaha, Nebraska, this is our first takes of Warren Buffett and Charlie Mungers 2023 Berkshire Hathaway annual general meeting. Warren (92 years old) and Charlie (99) held court in from of 45,000 people and answered questions for almost seven hours. This episode is our recap of our favourite moments from the weekend. Our biggest takeaway? While King Charles may have been coronated in London over the weekend, the real King Charlie was in Omaha. ***** If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . ***** Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E47 · Wed, May 03, 2023
Expert: Rachel Cruze shares how she disagrees with her Dad, Dave Ramsey.
You would have thought that growing up with Dave Ramsey as your Dad, you’d be on a home run money wise. But Rachel is pretty honest on all her channels about how she’s a natural spender, and that she’s really had to learn how to manage her money, and creating an effective budget has been a key to giving herself a sense of freedom. She currently hosts a Youtube channel called The Rachel Cruze show which she developed as a home blog with herself and a video camera to a channel that employs over 20 people. She joins Alec and Bryce to chat about the things that she prioritises when it comes to personal finance, her investing journey, and the one thing she disagrees with her dad, Dave Ramsey about. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E46 · Sun, April 30, 2023
Alec brings two interesting ASX stocks
We're back with another Coached session! Alec chats to Andrew Page from Strawman , and he's on the hunt for a challenge Andrew set down for him off air last week - can he find this mystery stock? Alec has a name he's going to put to Andrew - but is he any closer? Then they dig into two stocks that Alec has brought to the table: Audinate and Netwealth . If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E45 · Thu, April 27, 2023
Expert: Tony Sycamore - Building disciplined investing habits | IG
Today, Tony - an analyst at IG - joins us for a discussion on mastering the mind and managing emotions throughout one's investment journey. Over two decades ago, Tony began his study of technical analysis while employed at Macquarie Bank and working at the Sydney Futures Exchange (SFE). This experience ignited his passion for the markets. In 2003, Tony's expertise in market analysis led him to join Goldman Sachs' Proprietary Trading Group. Here, he had the opportunity to learn from some of the industry's top financial experts. Primarily trading in foreign exchange (FX), Tony achieved impressive returns on capital, notably in 2007 and 2008. He left Goldman Sachs in 2009 to transition into FX sales at BNP Paribas (BNPP). If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . This episode is sponsored by IG Australia Trading involves risk to your capital. Issued by IG Australia Pty Ltd AFSL 515106. If you're interested in trading psychology, IG has collected a wealth of information including interviews with experts in the field, articles, podcasts and eBooks, all brought together in a dedicated Master Your Trading Mind hub. Head to the Master Your Trading Mind hub on ig.com to find out more. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from IG ***** Equity Mates Investing Podcast is a product of Equity Mates Media. </
S7 E44 · Wed, April 26, 2023
Ask an Adviser: Jacob McCudden "Should I be paying off my HECs faster?"
We know financial advice is expensive, but over 70% of Equity Mates feel they would benefit from having one. The ‘Ask An Adviser’ series is designed to bring the advisor to you, to give you the opportunity to ask your questions. Today we chat to Jacob McCudden - Certified Financial Planner - friend of Bryce’s from Wagga Wagga! We play this or that with Jacob - property or shares, debt or invest, and invest in super inside or outside? And then we chat about some of the question you put to us - like, should I pay off my HECs faster? If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E43 · Sun, April 23, 2023
What is stressing you out financially right now?
We're welcoming Maddy from You're In Good Company to the studio to run one of our segments today - a segment inspired by the Imperfect's Vulnerabilitea House. For those who don’t know, podcast hosted by Hugh Van Cuylenberg founder of the Resilience Project, his brother Josh Van Cuylenberg, and Ryan Shelton where they interview guests who are willing to make themselves vulnerable, by sharing their imperfections. YIGC did this a few months ago and it was one of our favourite episodes to date. Today Bryce and Alec are in the hot seat, and we share our feelings about two personal investing and finance related questions. Oh, and here's our compound interest calculator . If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . We've got some exciting news to share - Equity Mates has just launched three brand new t-shirt designs! Whether you're a seasoned investor or just getting started, these t-shirts are the perfect way to show off your passion for Equity Mates. Choose from our classic embroidered Equity Mates logo, our iconic FinFest Unicorn logo, or our retro old school bull logo - there's something for everyone. They're available for pre-order right now! The first 50 pre-orders will receive a FREE Equity Mates Tote bag - so head to EquityMates.com/Shop to pre-order your favourite t-shirt design and snag a free tote bag before they're all gone. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equ
S7 E42 · Wed, April 19, 2023
Expert: Jesse Felder - "We haven't hit the bottom yet"
Jesse began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since founding Felder Investment Research, LLC, publisher of The Felder Report , his writing and research has been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo!Finance, Business Insider, Investing.com and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . We've got some exciting news to share - Equity Mates has just launched three brand new t-shirt designs! Whether you're a seasoned investor or just getting started, these t-shirts are the perfect way to show off your passion for Equity Mates. Choose from our classic embroidered Equity Mates logo, our iconic FinFest Unicorn logo, or our retro old school bull logo - there's something for everyone. They're available for pre-order right now! The first 50 pre-orders will receive a FREE Equity Mates Tote bag - so head to EquityMates.com/Shop to pre-order your favorite t-shirt design and snag a free tote bag before they're all gone. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or
S7 E41 · Sun, April 16, 2023
The Future of Equity Mates + Coached
There's a lot going on at Equity Mates HQ - so Ren and Bryce want to take you through it, and how to navigate our feed. The most exciting thing is we're off on our first ever overseas tour - hitting up Omaha for Berkshire Hathaway and then off to NYC to interview as many people as we can (if you know someone - hit us up at contact@equitymates.com ). Then Bryce shares his first session with Henry Jennings - and it's a cracker. He shares his story, and why he thinks there's a Harry Kane method for investing. Equity Mates has just launched three brand new t-shirt designs. Whether you're a seasoned investor or just getting started, these t-shirts are the perfect way to show off your passion for Equity Mates. Choose from our classic embroidered Equity Mates logo, our iconic FinFest Unicorn logo, or our retro old school bull logo - there's something for everyone. They're available for pre-order right now! The first 50 pre-orders will receive a FREE Equity Mates Tote bag - so head to EquityMates.com/Shop to pre-order your favorite t-shirt design and snag a free tote bag before they're all gone. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. <p
S7 E40 · Fri, April 14, 2023
Expert: Elisa Di Marco - 5 companies driving real ESG outcomes
ESG reports have become ubiquitous, but evaluating their impact can be difficult. ESG factors encompass environmental, social, and governance practices, and companies report on different aspects, making comparisons challenging. Elisa Di Marco joins Bryce to chat about how difficult it can be for retail investors to assess the environmental, social and governance practices of a company - give they all report on different aspects of their operations. Elisa brings 5 ideas of businesses that are actually making a real world impact in this area. We've got some exciting news to share - Equity Mates has just launched three brand new t-shirt designs! Whether you're a seasoned investor or just getting started, these t-shirts are the perfect way to show off your passion for Equity Mates. Choose from our classic embroidered Equity Mates logo, our iconic FinFest Unicorn logo, or our retro old school bull logo - there's something for everyone. They're available for pre-order right now! The first 50 pre-orders will receive a FREE Equity Mates Tote bag - so head to EquityMates.com/Shop to pre-order your favorite t-shirt design and snag a free tote bag before they're all gone. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Magellan ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your perso
S7 E39 · Wed, April 12, 2023
Is there money in... an Olympic gold medal?
Ed Kavalee is BACK! We've answered whether there's money in music , we've answered if there's money in Youtube , it's Alec's time to turn up with his homework - and he's talking all about Olympic Gold Medals. Alec lays down the challenge that one of the trio needs to compete in an upcoming Olympics to have an actionable result from this podcast (maybe not)... but if you've won a medal - get in touch! We've got some exciting news to share - Equity Mates has just launched three brand new t-shirt designs! Whether you're a seasoned investor or just getting started, these t-shirts are the perfect way to show off your passion for Equity Mates. Choose from our classic embroidered Equity Mates logo, our iconic FinFest Unicorn logo, or our retro old school bull logo - there's something for everyone. They're available for pre-order right now! The first 50 pre-orders will receive a FREE Equity Mates Tote bag - so head to EquityMates.com/Shop to pre-order your favorite t-shirt design and snag a free tote bag before they're all gone. Tell us what you think of The Dive - email us at thedive@equitymates.com. Follow our Instagram here, or find out more here . Stay engaged with the Equity Mates community by joining our forum . In the spirit of reconciliation, Equity Mates Media and the hosts of The Dive 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. ***** This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. The Dive is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E38 · Sun, April 09, 2023
Is Core and Satellite a cop out?
Huge, massive, jam packed episode today! We're launching into our coaching series so we hear Andrew Page and Alec on mic, workshopping through Alec's investing process and doing a real-worked example on HitIQ. (Quick reminder, you can read about that here: https://equitymates.com/general/uncovered-hit-iq-asx-hiq/) Then we answer an Equity Mates Community Question! Send us yours at contact@equitymates.com or visit equitymates.com. We've got some exciting news to share - Equity Mates has just launched three brand new t-shirt designs! Whether you're a seasoned investor or just getting started, these t-shirts are the perfect way to show off your passion for Equity Mates. Choose from our classic embroidered Equity Mates logo, our iconic FinFest Unicorn logo, or our retro old school bull logo - there's something for everyone. They're available for pre-order right now! The first 50 pre-orders will receive a FREE Equity Mates Tote bag - so head to EquityMates.com/Shop to pre-order your favorite t-shirt design and snag a free tote bag before they're all gone. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Discl
S7 E36 · Thu, April 06, 2023
Ed's written a song! | Revisited: Is there money in... a song?
We're doubling down on 'Is there money in content!'. This is our follow up - cause Ed went away and did his homework. (Alec did not.) We've got some exciting news to share - Equity Mates has just launched three brand new t-shirt designs! Whether you're a seasoned investor or just getting started, these t-shirts are the perfect way to show off your passion for Equity Mates. Choose from our classic embroidered Equity Mates logo, our iconic FinFest Unicorn logo, or our retro old school bull logo - there's something for everyone. They're available for pre-order right now! The first 50 pre-orders will receive a FREE Equity Mates Tote bag - so head to EquityMates.com/Shop to pre-order your favorite t-shirt design and snag a free tote bag before they're all gone. Please tell us what you think! Contact us here . Stay engaged with the Equity Mates community by joining our forum . Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See <a style='color:grey;' target='
S7 E35 · Wed, April 05, 2023
Is there money in... YouTube?
Don't take our word for it - this is what Natalie said about our last ep with Ed Kavalee: "This was hilarious! ...I nearly fell off a treadmill laughing while I listened..." Well, do don't want Natalie to fall off anymore treadmills, but we're glad you're joining us once more for 'Is there money in?'. Today Bryce picks up the challenge, and dives into whether there's any money in Youtube! There's lots of important information, but we also learn the strange skill Bryce taught himself from Youtube, and the first video Ed EVER watched on the streaming service. We've got some exciting news to share - Equity Mates has just launched three brand new t-shirt designs! Whether you're a seasoned investor or just getting started, these t-shirts are the perfect way to show off your passion for Equity Mates. Choose from our classic embroidered Equity Mates logo, our iconic FinFest Unicorn logo, or our retro old school bull logo - there's something for everyone. They're available for pre-order right now! The first 50 pre-orders will receive a FREE Equity Mates Tote bag - so head to EquityMates.com/Shop to pre-order your favorite t-shirt design and snag a free tote bag before they're all gone. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs
S7 E34 · Sun, April 02, 2023
Investing is a lifelong journey... so we got mentors
You never stop learning - in life or in investing! So we're introducing a new segment to the podcast. It's called 'Mentored' where we each choose two industry-leading mentors. Because we like to keep things competitive, we'll paper trade each other, and track our investments while we learn during the year. What are the rules? In this game, any listed investment is fair game, we're just here to uncover new strategies and insights. So today, Alec and Bryce choose their mentors - Henry Jennings and Andrew Page. Bryce wants to seek feedback on his current investment approach and plans to explore new methods for uncovering opportunities in small to mid-cap stocks. Meanwhile, Alec is focussed on filtering through companies, identifying crucial factors in company analysis, and mastering the art of valuation and timing. In Uncovered: we also discuss the hot topic of concussions and head injuries in the NRL and AFL, as a class action of over 60 former AFL players seeks compensation and a Senate inquiry investigates head trauma in contact sports. The AFL has even committed $25 million to study the long-term effects of such injuries on players. We'll be looking at the Australian company HitIQ, which is tackling this pressing issue head-on. Read the Uncovered article here . If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any adv
S7 E33 · Thu, March 30, 2023
Expert: Gary Glover - Do the opposite of how you feel | IG
We continue our Investing Psychology series, joined by Gary Glover, Senior Investment Advisor at Novus Capital, who'll share his expertise on managing emotions, habit formation, and uncovering your unique trading DNA. We discuss emotions in investing, strategies to manage them, and habit formation for consistent performance. We'll also explore various trading styles to help you find your investing sweet spot. This episode is sponsored by IG Australia Trading involves risk to your capital. Issued by IG Australia Pty Ltd AFSL 515106 If you're interested in trading psychology, IG has collected a wealth of information including interviews with experts in the field, articles, podcasts and eBooks, all brought together in a dedicated Master Your Trading Mind hub. Head to the Master Your Trading Mind hub on ig.com to find out more. If you're interested in trading psychology, IG has collected a wealth of information including interviews with experts in the field, articles, podcasts and eBooks, all brought together in a dedicated Master Your Trading Mind hub. Head to the Master Your Trading Mind hub on ig.com to find out more. If you looking for a way to level up your investment game, then you should consider TIKR Terminal. This platform is designed to provide retail investors with institutional-grade research on public equities. Join now via Equity Mates and receive 15% off an annual subscription. Use code Mates15 – offer runs between 20/02 – 15/04. Link here . Stay engaged with the Equity Mates community by joining our forum . Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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
S7 E32 · Wed, March 29, 2023
Expert: Gary Monaghan - 4 Asian stocks to watch 👀 | Fidelity
Discover the hidden gems of the sharemarket as we explore the opportunities in Asian markets with Gary Monaghan, Investment Director of Fidelity's Asian equities range. Too often we focus on stocks in the West alone, but in this episode we uncover the driving forces behind Asia's flourishing stock market, and learn about promising stocks that showcase unique investment opportunities. Today's episode, proudly sponsored by Fidelity, will open your eyes to the potential of the Asian sharemarket. If you looking for a way to level up your investment game, then you should consider TIKR Terminal. This platform is designed to provide retail investors with institutional-grade research on public equities. Join now via Equity Mates and receive 15% off an annual subscription. Use code Mates15 – offer runs between 20/02 – 15/04. Link here. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Fidelity. This episode and any related technology and information (Promotion) is not issued by FIL Investment Management (Australia) Limited (Fidelity) and to the maximum extent permitted by law neither Fidelity nor any of its related bodies or associates guarantee or warrant the accuracy, reliability, currency or completeness of the Promotion and are not responsible for the Promotion or liable to any person in contract, negligence or otherwise for any loss or damage arising directly or indirectly from any reliance on the Promotion. Reference to individual companies is for illustration purposes only and does not constitute a recommendation to buy or sell these securities, or indicate that they are held in the fund. Reference to individual companies is based on internal classification at a point in time and will change over time and in different market conditions. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is releva
S7 E31 · Sun, March 26, 2023
Expert: Chris Joye - Mortgage holders are in for the mother of all shocks
We're joined by returning guest - Coolabah Capital portfolio manager - Chris Joye. According to recent analysis by the Australian Bureau of Statistics - at a cash rate of 3.6% - 15% of all Australian borrowers are at risk of default. So, with the RBA continuing to raise interest rates, there are concerns that the country's housing market could face a significant upset in the near future. Chris warns that when one in four Aussie home loans in 2023 switch from their 2% fixed rates to 6% variable rates, it could be the "mother of all shocks" for household balance sheets. But it's not just the housing market that Chris is worried about. He also believes that equities have been a bit of a Ponzi scheme for a long time, and that the world is not growing, but contracting. He warns that there's going to be no freaking growth for the next few years, and this could spell disaster for everything... So, a lot to think about in our conversation with Chris today! Check out Chris' previous appearance here . Zombie companies are starting to collapse Why SVB collapsed . If you looking for a way to level up your investment game, then you should consider TIKR Terminal. This platform is designed to provide retail investors with institutional-grade research on public equities. Join now via Equity Mates and receive 15% off an annual subscription. Use code Mates15 – offer runs between 20/02 – 15/04. Link here If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to
S6 E30 · Thu, March 23, 2023
Where the bond market leads, the stock market follows | Bob Michele, J.P. Morgan Asset Management
We're excited to have Bob Michele, CIO and Head of Global Fixed Income, Currency & Commodities Group at J.P. Morgan Asset Management on today’s episode. Our discussion today will dive into the world of fixed-income, a subject we haven't spent much time on much before. We'll be asking the big question: Is the bond market back? We explore the bond market for new investors and discuss its recent history, including the challenges it faced in 2022. We'll also analyse how various segments of the fixed income market have adapted to the rising rate environment and identify potential opportunities and risks. Some key questions we'll cover include: Are 60/40 portfolios making a comeback? How have central banks' actions impacted the bond market? What might the future hold for interest rates and the fixed income market beyond 2023? Bob will also share his insights on potential investment picks and areas to avoid in the fixed income market. Don't miss this informative episode packed with valuable insights into the world of bonds and fixed income investing. If you looking for a way to level up your investment game, then you should consider TIKR Terminal. This platform is designed to provide retail investors with institutional-grade research on public equities. Join now via Equity Mates and receive 15% off an annual subscription. Use code Mates15 – offer runs between 20/02 – 15/04. Click here . If you enjoyed Finfest 2022 and want to be part of an even bigger FinFest in November 2023 , register your details and we’ll be in touch with earlybird access details. Stay engaged with the Equity Mates community by joining our forum . Today's episode contained sponsored content from J.P. Morgan Asset Management. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please s
S6 E29 · Wed, March 22, 2023
AFL legend Leigh Matthews on money and leadership
In this extra special episode, we're joined by legendary AFL Coach Leigh Matthews who discusses money and leadership with us. He's sharing his insights on team building, effective communication, and collaboration. Matthews emphasises the importance of setting a strong example, building trust, and empowering team members to make their own decisions. He also highlights the qualities that set great leaders apart, and how effective leadership can lead to improved team performance and personal growth. Stay engaged with the Equity Mates community by joining our forum . If you looking for a way to level up your investment game, then you should consider TIKR Terminal. This platform is designed to provide retail investors with institutional-grade research on public equities. Join now via Equity Mates and receive 15% off an annual subscription. Use code Mates15 – offer runs between 20/02 – 15/04. Click here. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E28 · Sun, March 19, 2023
Is there money in... a song? ft. Ed Kavalee
We're welcoming back our friend and fellow Equity Mate Ed Kavalee to bring you a new format! How many times have you looked at something and thought... is there money in that? Well Ed has, and he's brought this idea to both of us and we're going to look at 'is there money in music?'. Stay engaged with the Equity Mates community by joining our forum . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E27 · Wed, March 15, 2023
My High Conviction Stock: Nathan Bell - Floor & Decor (NYSE: FND) + Mastercard (NYSE: MA)
Investors in Australia tend to be underweight in global shares, as it can be challenging to find and research the right international companies without dedicating significant time and expenses. In this episode, Nathan Bell of Intelligent Investor joins us to discuss the concept behind The Intelligent Investor Select Value (ASX: IISV) fund, an actively managed ETF that focuses on approximately 20 global industry champions and market leaders. Today, we explore two stocks held by the fund: Mastercard (NYSE: MA) and Floor & Decor (NYSE: FND). Mastercard (NYSE: MA): With a market cap of $344 billion, Mastercard is the second largest payment processing company globally, and it has gained over 100% in the past five years, despite a 6% decline over the past year. The company has reported $22 billion in revenue, an 18% year-over-year (YOY) increase, and a $9.9 billion profit, with a 45% profit margin. Floor & Decor (NYSE: FND): Floor & Decor is a multi-channel retailer of hard surface flooring and accessories, offering a broad assortment of in-stock hard-surface flooring, including tile, wood, laminate, vinyl, and natural stone. The company operates 178 warehouse-format stores and five small-format design centers across 35 American states. Despite a decline of 11% over the past year, the company's market cap has increased by 115% in the past five years, and it has reported $3.4 billion in revenue, a 42% YOY increase, and a $283 million profit, with an 8% profit margin. Stay engaged with the Equity Mates community by joining our forum . If you looking for a way to level up your investment game, then you should consider TIKR Terminal. This platform is designed to provide retail investors with institutional-grade research on public equities. Join now via Equity Mates and receive 15% off an annual subscription. Use code Mates15 – offer runs between 20/02 – 15/04. Click here ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, pl
S7 E26 · Sun, March 12, 2023
What underpins an investing thesis? + We uncover Danimer Scientific (NYSE: DNMR)
We’ve been reconsidering what makes up an investment thesis? So we discuss the two fundamental components of a thesis - a short-term catalyst or a long-term trend. Ren proposes two new elements to consider as well - exceptional management & a sustainable competitive advantage. We also share Equity Mates' feedback about their Airbnb hosting experience and think about whether that affects our want to add it to the EM Portfolio. Additionally, we continue our Uncovered: series by analysing Danimer Scientific and their production of bioplastics. Read more of our report here . ----- If you looking for a way to level up your investment game, then you should consider TIKR Terminal. This platform is designed to provide retail investors with institutional-grade research on public equities. Join now via Equity Mates and receive 15% off an annual subscription. Use code Mates15 – offer runs between 20/02 – 15/04. Visit here . Stay engaged with the Equity Mates community by joining our forum . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E25 · Thu, March 09, 2023
Bonus: Comedian v Economist - Mrs Mac's goes bust while supermarkets crush it
Comedian v Economist is another one of our epic shows in the Equity Mates network. We thought this was an awesome episode - so we want to drop it here so you can have a taste! Want to know what's holding you back from being the best trader you can be? IG have some ideas. The wages data came in soft and the RBA should be ashamed of itself. Coles and Woolies are posting great profits, while Mrs Mac's has gone belly up. All this and more on this week's Comedian v Economist. If your life isn’t complete without charts, then you need to follow the Comedian V Economist instagram . Comments on the show? A question for Thomas or Adam? Just want to send some appreciative thoughts their way? Go ahead and send them to cve@equitymates.com This episode is sponsored by IG Australia. Trading involves risk to your capital. Issued by IG Australia Pty Ltd AFSL 515106. If you’re interested in trading psychology, IG has collected a wealth of information including interviews with experts in the field, articles, podcasts and eBooks, all brought together in a dedicated Master Your Trading Mind hub . Head to the Master Your Trading Mind hub on ig.com to find out more. ----- Stay engaged with the Equity Mates community by joining our forum . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S7 E24 · Wed, March 08, 2023
My High Conviction Stock: Stephen Arnold - Tractor Supply (NASDAQ: TSCO)
Today we’re joined by Stephen Arnold - Managing Director and CIO of Aoris - a single fund of 15 highly profitable, market-leading, global businesses. Stephen has been investing in offshore markets for over 28 years, with previous roles at Evans & Partners, Goldman Sachs and Platinum Asset Management. He talks about one of their investments - Tractor Supply. Tractor Supply is a US retail chain offering agricultural, home improvement, and outdoor recreational products. Founded in 1938, it has over 2,000 stores across 49 states. The company's revenue reached $14.2 billion in 2022, with a net profit of $1 billion. Tractor Supply has shown consistent growth, expanding its product offerings and e-commerce platform. Its competent leadership, including CEO Hal Lawton, has prioritised innovation and digital transformation. If you looking for a way to level up your investment game, then you should consider TIKR Terminal . This platform is designed to provide retail investors with institutional-grade research on public equities. Join now via Equity Mates and receive 15% off an annual subscription. Use code Mates15 – offer runs between 20/02 – 15/04. If you enjoyed Finfest 2022 and want to be part of an even bigger FinFest in November 2023 , register your details and we’ll be in touch with earlybird access details. Stay engaged with the Equity Mates community by joining our forum . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more informati
S7 E23 · Sun, March 05, 2023
What we learned from Buffett's letter + An insiders view of the lithium opportunity
Berkshire Hathaway's shareholder letter is one of the most highly anticipated documents of the year for investors. In it, CEO Warren Buffett shares his thoughts on the state of the economy, his investment strategies, and the company's performance. We look at our takeaways from this year's letter that can help you become a better investor. In the second half of our episode, we’re joined by Bernard Rowe, a geologist and Managing Director of Ioneer. Ioneer is a US-based lithium and boron producer that is listed on the ASX with ticker INR. (ASX: INR) Get in touch via equitymates.com/contact-us / to let us know what we should ask at the conference in May! To find out more about ASX CEO Connect, click here . The Rask + Equity Mates collaboration is a match made in heaven. Together, we bring you the best courses to learn about the nitty-gritty of investing in shares/companies — from beginning to dividend. Take a free course or become part of the highly-rated Value Investor Program , register now to take advantage of the current promotions - $100 OFF with Promo Code: MATES ----- The Equity Mates Community Survey is here. Win $500 in cash or tickets to FinFest 2023 by completing the Equity Mates Media Community Survey 2023 It shouldn’t take you more than 10 minutes to complete. You will automatically be entered into the competition if you complete ALL questions, and provide your email address. The survey is now open and closes on 28th February 2023 - T&C details here . If you enjoyed Finfest 2022 and want to be part of an even bigger FinFest in November 2023 , register your details and we’ll be in touch with earlybird access details. Stay engaged with the Equity Mates community by joining our forum . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past a
S7 E22 · Thu, March 02, 2023
Mastering your trading psychology with Jason McIntosh
Join us on the Equity Mates podcast as we talk to Jason McIntosh, founder of Motion Trader , about the key education pillars he uses in his investing strategy. From managing emotions and forming good habits, to understanding your trading DNA and the importance of recovery, Jason shares valuable insights to help investors make better decisions. He also provides tips on finding information and inspiration when investing, including the tools and resources he uses to stay informed. Don't miss this episode to discover how you can improve your investment approach with the guidance of an expert. This episode is sponsored by IG Australia Trading involves risk to your capital. Issued by IG Australia Pty Ltd AFSL 515106 If you're interested in trading psychology, IG has collected a wealth of information including interviews with experts in the field, articles, podcasts and eBooks, all brought together in a dedicated Master Your Trading Mind hub. Head to the Master Your Trading Mind hub on ig.com to find out more. Looking for an investing book gift for a loved one this christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now! If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of cou
S7 E21 · Wed, March 01, 2023
Ask an Adviser: Charlie Viola on investing for kids & portfolio construction
Looking for sound financial advice but worried about the cost? You’re not alone. Only about 10% of Australians receive advice. So we’re starting a new series called: Equity Mates Ask the Adviser, a series of episodes featuring some of Australia's top advisers. You'll have the opportunity to ask them anything, and we'll cover a range of topics beyond investing. Kicking off the series is Charlie Viola, partner and managing director of Wealth at Pitcher Partners in Sydney. With $2.2 billion in funds under management, Charlie advises high net worth and ultra-high net worth individuals and has been recognised as one of the top advisers in Australia by Barrons. In this episode, Charlie shares his insights on the key principles of portfolio construction. Diversification and asset quality are crucial, he advises. Don't put all your eggs in one basket! Instead, choose high-quality assets and invest regularly. But he shares his thoughts on what to do if you’ve got a small amount to invest, and are aspiring to be one of his clients. Ren and Bryce also dive deeper with Charlie on topics such as constructing portfolios in a high inflation, high interest rate environment, savings accounts, types of assets, frequency of cash deployment, and when to keep cash on the side. This was a great opportunity for Equity Mates to learn from one of the best in the business. Send your questions for more Ask the Advisers here . A reminder we currently have $100 off our Value Investor Program - an online course developed with Owen Rask, that will take you through everything you need to know about valuation. Use code MATES at checkout for $100 off. Click here . If you enjoyed Finfest 2022 and want to be part of an even bigger FinFest in November 2023 , register your details and we’ll be in touch with Early bird access details. Stay engaged with the Equity Mates community by joining our forum . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken
S7 E20 · Sun, February 26, 2023
EM Portfolio is back and 2 small caps Uncovered
This episode, we welcome back the Equity Mates Portfolio. First up, we want to remind you that the stocks we discuss are hypothetical and not buy, hold, or sell recommendations. However, if you have a stock that you want us to cover, don't hesitate to reach out to us! Bryce's contenders are complete speccy stock Latin Resources (ASX:LRS), Flutter (LON: FLTR), and Shiseido (SSDOY). Alec is looking and thinking about REA Group, (ASX:REA), Audinate (ASX:AD8), Pro Medicus (ASX:PME), and Xero (ASX:XRO). But today, Bryce is pitching Airbnb (NASDAQ: ABNB). According to Bryce's notes, recently Airbnb posted an annual profit for the first time ever, resulting in a 10% increase in the stock price, the biggest one-day gain. The company is forecasting a sunny outlook for travel in 2023, which is in contrast to the doom and gloom predicted by many. Additionally, Airbnb is "hiring at a judicious pace," which is a good sign for investors. The company earned $1.9 billion in 2022, compared to a $352 million loss the previous year, thanks to strong demand for travel as people start to venture out again. Then Bryce and Alec move to a new segment called "Uncovered," where they explore companies that don't receive much analyst or media coverage. Today, we're taking a closer look at Rare Foods Australia (ASX:RFA) and Unith (ASX: UNT). Both of these companies have unique stories. The Rask + Equity Mates collaboration is a match made in heaven. Together, we bring you the best courses to learn about the nitty-gritty of investing in shares/companies — from beginning to dividend. Take a free course or become part of the highly-rated Value Investor Program , register now to take advantage of the current promotions - $100 OFF with Promo Code: MATES Please complete the Equity Mates Media Community Survey 2023 The survey is now open and closes on 28th February 2023 - T&C details here . Stay engaged with the Equity Mates community by joining our forum . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and comm
S7 E19 · Thu, February 23, 2023
How to value a company: Apple (NASDAQ: AAPL) Pt. 3
When it comes to Apple (NASDAQ: AAPL), Bryce and Alec are joined by Owen from Rask to unlock the tech giant's secrets. Apple is a global behemoth in the world of technology, creating innovative products and services that are beloved by millions of people around the world. From the iPhone to the MacBook, Apple has firmly established itself as a market leader. Based in California's Silicon Valley, Apple has become synonymous with innovation and style. Their sleek designs and intuitive interfaces have captivated the hearts and minds of consumers worldwide. With over 500 retail stores in more than 25 countries, Apple has built a loyal fanbase that is second to none. So, let's grab our calculators, our spreadsheets, put on our thinking caps, and dive into the financials of one of the world's most valuable companies. The Rask + Equity Mates collaboration is a match made in heaven. Together, we bring you the best courses to learn about the nitty-gritty of investing in shares/companies — from beginning to dividend. Take a free course or become part of the highly-rated Value Investor Program , register now to take advantage of the current promotions - $100 OFF with Promo Code: MATES If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. <
S7 E18 · Wed, February 22, 2023
How to value a company: XERO (ASX: XRO) Pt. 2
Valuing a company can be a daunting task, but when it comes to Xero (ASX: XRO), Bryce and Alec are joined by Owen from Rask, and they're up for the challenge. Xero (ASX:XRO) is a global cloud-based accounting software company that empowers business owners with the tools to manage their finances efficiently. The company is headquartered in New Zealand and has expanded its services to over 180 countries worldwide. With a market capitalisation of over $17 billion, Xero has become a leading player in the accounting software industry. To unlock the secrets of Xero's value, we need to dive into the company's financials, market positioning, and growth potential. Let's roll up our sleeves and take a closer look. The Rask + Equity Mates collaboration is a match made in heaven. Together, we bring you the best courses to learn about the nitty-gritty of investing in shares/companies — from beginning to dividend. Take a free course or become part of the highly-rated Value Investor Program , register now to take advantage of the current promotions - $100 OFF with Promo Code: MATES If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, an
S7 E17 · Tue, February 21, 2023
How to value a company: Basics explained Pt. 1
Are you wanting to become a savvy investor and learn how to value a company? Nodding your head? Of course you're in the right place. Alec and Bryce are joined by Owen Raszkiewicz from Rask to take you on a journey through value investing principles. In this episode of our three-part series, we're going to dive deep into the world of value investing and valuation methods. So, let's buckle up and get started! The Rask + Equity Mates collaboration is a match made in heaven. Together, we bring you the best courses to learn about the nitty-gritty of investing in shares/companies — from beginning to dividend. Take a free course or become part of the highly-rated Value Investor Program , register now to take advantage of the current promotions - $100 OFF with Promo Code: MATES If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the rele
S7 E16 · Sun, February 19, 2023
Stock of the Year 2023 | Axon Enterprise vs Infosys
Equity Mates Stock of the Year is back again, and this time, Bryce and Ren have selected Axon Enterprise and Infosys to go head-to-head. Alec’s choice: Axon Enterprise (NASDAQ: AXON) Axon Enterprise, previously known as Taser International, has been providing non-lethal weapons to law enforcement agencies worldwide since the 1970s. With the rise of police accountability and the demand for body-worn cameras, Axon Enterprise has been at the forefront of these changes. Its primary product is the Taser stun gun, which incapacitates targets with an electric shock. Recently, Axon Enterprise has been trying to move to a recurring revenue model, & the results have been promising. In 2016, 34% of its revenue came from recurring sources, & in 2020, that number had risen to 73%. Over the past 12 months, the stock has risen by 34%. Bryce’s choice: Infosys (NYSE: INFY) Infosys is an Indian multinational technology company that provides consulting, software development, & outsourcing services to its clients. Its services range from helping companies set up an online store to creating mobile apps for banking customers. The company has a global footprint, with over 300,000 employees in 54 countries. It's been carbon-neutral for the past 3 years, which is an impressive feat. Boasts a market cap of $80 billion and a balance sheet that shows $2.3 billion in cash & no debt.Its also grown revenue from $10 billion to $17 billion over the past five years, with a compound annual growth rate (CAGR) of 11%. Who's getting the crown in 2023? Bryce mentions the Rask x EM course, check it out here . ----- The Equity Mates Community Survey is here. Win $500 in cash or tickets to FinFest 2023 by completing the Equity Mates Media Community Survey 2023 The survey is now open and closes on 28th February 2023 - T&C details here . If you want to be part of an even bigger FinFest in November 2023 , register your details for Earlybird details. Stay engaged with the Equity Mates community by joining our forum . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay ou
S7 E15 · Wed, February 15, 2023
Andrew Brown’s Bold Predictions for 2023 | “One of the boldest predictions I'll ever make...”
Join Andrew Brown from East 72 as he outlines his 14 bold predictions for 2023. We hear predictions for house prices, interest rates, the property market, and the share market in Australia and globally. Get insights on whether the Australian house market will bottom out, if there will be an interest rate rise, and what's in store for the share market. It's going to be a season of volatility and scandals. Predictions: Volatility is going to be a major feature of 2023. One of three very senior leaders who impact global stability could die in 2023, and its potential impact on worldwide economic trends. Australian house prices won't bottom out this year, while US house prices will. Philip Lowe will not be Governor of the Reserve Bank after the 17th September 2023. The Fed's fund rate will not be below 4% this year. The Reserve Bank of Australia's cash rate will not be below 3% at any stage this year. The market will end up not too far away from where it was at the end of 2022 after a 15% correction. The Australian share market will be volatile, but won't make significant gains. Smart investing means looking at stocks that the rich will continue to buy, play, and love. 2023 will see scandals and lots of corporate activity. News Corp will finally unravel itself this year. Contrarian plays worth considering include investing in gold stocks and the Vietnamese stock market. Andrew predicts that Russian stocks will trade again in 2023 (if Putin dies and Ukraine wins the war). ----- The Equity Mates Community Survey is here. Win $500 in cash or tickets to FinFest 2023 by completing the Equity Mates Media Community Survey 2023 It shouldn’t take you more than 10 minutes to complete. You will automatically be entered into the competition if you complete ALL questions, and provide your email address. The survey is now open and closes on 28th February 2023 - T&C details here . If you enjoyed Finfest 2022 and want to be part of an even bigger FinFest in November 2023 , register your details and we’ll be in touch with earlybird access details. Stay engaged with the Equity Mates community by joining our forum . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians o
S7 E14 · Sun, February 12, 2023
Bold Predictions for 2023: Better late than never!
Bryce & Alec are excited to be back for 2023 and in this episode, in true Equity Mates tradition, they discuss some of their individual bold predictions for 2023. Forecasting is for the weather, so please take this episode and the 'bold' predictions contained with some fun and tongue-in-cheek. We reached out to the Equity Mates team of podcast talent to offer their own personal bold predictions, so sit back, press play and have some fun with us. We'll loop back in December 2023 to see how all these early year predictions fared. ----- The Equity Mates Community Survey helps us to understand who is engaging with Equity Mates Media, and more importantly, how we can continue to improve our content to help you on your money and investing journey. Win $500 in cash or tickets to FinFest 2023 by completing the Equity Mates Media Community Survey 2023 It shouldn’t take you more than 10 minutes to complete. You will automatically be entered into the competition if you complete ALL questions, and provide your email address. The survey is now open and closes on 28th February 2023 - T&C details here . If you enjoyed Finfest 2022 and want to be part of an even bigger FinFest in November 2023 , register your details and we’ll be in touch with earlybird access details. ----- Looking for an investing book gift for a loved one this christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now! If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 A
S7 E13 · Wed, February 08, 2023
The Apple of Agriculture - Deere & Co | Summer Series
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . Choose from over 8,000 companies and exchange-traded funds on the AU, US, & NZ share markets. Download the Sharesies app or head to their website to learn more. T&Cs and fees apply. Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bull case and the bear case for each company. Today we’re chatting about Deere & Company, all on our own! Thanks to Sharesies for sponsoring the Equity Mates Summer Series. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Sharesies. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entert
S7 E12 · Sun, February 05, 2023
More than the Amazon of South America - Mercado Libre | Summer Series
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . Choose from over 8,000 companies and exchange-traded funds on the AU, US, & NZ share markets. Download the Sharesies app or head to their website to learn more. T&Cs and fees apply. Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bull case and the bear case for each company. Today we’re chatting about Mercado Libre with David Halpert from Prince Street Capital! Thanks to Sharesies for sponsoring the Equity Mates Summer Series. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 5
S7 E11 · Wed, February 01, 2023
"The greenest company on Earth" - Darling Ingredients | Summer Series
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . Choose from over 8,000 companies and exchange-traded funds on the AU, US, & NZ share markets. Download the Sharesies app or head to their website to learn more. T&Cs and fees apply. Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bull case and the bear case for each company. Today we’re chatting about Darling Ingredients and we’re joined by Anthony Doyle from Firetrail. Thanks to Sharesies for sponsoring the Equity Mates Summer Series. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Sharesies. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast
S7 E10 · Sun, January 29, 2023
Seriously, name a competitor - Carsales.com | Summer Series
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . You can access the US stock market, plus the Australian and NZ markets on the Sharesies platform, with no investment minimum. Use promo code GROW when you sign up to the sharesies platform for $10 in your account, ready to invest. All investing involves risk. This is not a recommendation and you should perform your own research. Promotion T&Cs apply The Code is not a code specific for Equity Mates, and Equity Mates do not have a affiliate or commercial reward from users accessing this code. Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bull case and the bear case for each company. Today we’re chatting about CarSales.com, and we’re joined by Elise Kennedy from Jarden Group. Thanks to Sharesies for sponsoring the Equity Mates Summer Series. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We
S7 E9 · Wed, January 25, 2023
Have we reached peak soft drink? - Coca-Cola | Summer Series
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . Choose from over 8,000 companies and exchange-traded funds on the AU, US, & NZ share markets. Download the Sharesies app or head to their website to learn more. T&Cs and fees apply. Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bull case and the bear case for each company. Today we’re chatting about Coca Cola, and we're joined by Will Liu from Wilson Asset Management. Find the book Ren talks about here . Thanks to Sharesies for sponsoring the Equity Mates Summer Series. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored
S7 E8 · Sun, January 22, 2023
What next for Formula One? - Liberty Media | Summer Series
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . You can access the US stock market, plus the Australian and NZ markets on the Sharesies platform, with no investment minimum. Use promo code GROW when you sign up to the sharesies platform for $10 in your account, ready to invest. All investing involves risk. This is not a recommendation and you should perform your own research. Promotion T&Cs apply The Code is not a code specific for Equity Mates, and Equity Mates do not have a affiliate or commercial reward from users accessing this code. Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bull case and the bear case for each company. Today we’re chatting about Liberty Media, and we’re joined by Andrew Brown from East 72. Thanks to Sharesies for sponsoring the Equity Mates Summer Series. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our res
S7 E7 · Wed, January 18, 2023
Still a growth company? - Nike | Summer Series
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . You can access the US stock market, plus the Australian and NZ markets on the Sharesies platform, with no investment minimum. Use promo code GROW when you sign up to the sharesies platform for $10 in your account, ready to invest. All investing involves risk. This is not a recommendation and you should perform your own research. Promotion T&Cs apply The Code is not a code specific for Equity Mates, and Equity Mates do not have a affiliate or commercial reward from users accessing this code. Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bull case and the bear case for each company. Today we’re chatting about Nike, and we’re joined by Bob Desmond from Claremont Global. Thanks to Sharesies for sponsoring the Equity Mates Summer Series. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay ou
S7 E6 · Sun, January 15, 2023
Nothing boring about these returns - National Storage REIT | Summer Series
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . Choose from over 8,000 companies and exchange-traded funds on the AU, US, & NZ share markets. Download the Sharesies app or head to their website to learn more. T&Cs and fees apply. Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bull case and the bear case for each company. Today we’re chatting about National Storage REIT, and we’re joined by Lou Pirenc from Jarden Group. Thanks to Sharesies for sponsoring the Equity Mates Summer Series. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Sharesies ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcas
S7 E5 · Wed, January 11, 2023
Expert: Harrison Moot - Block | Summer Series
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . You can access the US stock market, plus the Australian and NZ markets on the Sharesies platform, with no investment minimum. Use promo code GROW when you sign up to the sharesies platform for $10 in your account, ready to invest. All investing involves risk. This is not a recommendation and you should perform your own research. Promotion T&Cs apply The Code is not a code specific for Equity Mates, and Equity Mates do not have a affiliate or commercial reward from users accessing this code. Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bull case and the bear case for each company. Today we’re chatting about Block, and we’re joined by Harrison Moot from TDM Growth Partners. Thanks to Sharesies for sponsoring the Equity Mates Summer Series. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We
S7 E4 · Wed, January 11, 2023
Expanding access to the economy - Block | Summer Series
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . Choose from over 8,000 companies and exchange-traded funds on the AU, US, & NZ share markets. Download the Sharesies app or head to their website to learn more. T&Cs and fees apply. Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bull case and the bear case for each company. Today we’re chatting about Block. Thanks to Sharesies for sponsoring the Equity Mates Summer Series. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Sharesies ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice
S7 E3 · Sun, January 08, 2023
Packaging the world - Amcor | Summer Series
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . Choose from over 8,000 companies and exchange-traded funds on the AU, US, & NZ share markets. Download the Sharesies app or head to their website to learn more. T&Cs and fees apply. Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bull case and the bear case for each company. Today we’re chatting about Amcor, and we’re joined by Anna Milne from Wilson Asset Management. Thanks to Sharesies for sponsoring the Equity Mates Summer Series. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Sharesies ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is inten
S7 E2 · Wed, January 04, 2023
Australia's hottest lithium project - Core Lithium | Summer Series
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . You can access the US stock market, plus the Australian and NZ markets on the Sharesies platform, with no investment minimum. Use promo code GROW when you sign up to the sharesies platform for $10 in your account, ready to invest. All investing involves risk. This is not a recommendation and you should perform your own research. Promotion T&Cs apply. The Code is not a code specific for Equity Mates, and Equity Mates do not have a affiliate or commercial reward from users accessing this code. Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bull case and the bear case for each company. Today we’re chatting about Core Lithium, and we’re joined by Henry Jennings from Marcus Today. Thanks to Sharesies for sponsoring the Equity Mates Summer Series. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained spons
S7 E1 · Sun, January 01, 2023
$3 for Guac, $1,500 for a share - Chipotle | Summer Series
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . Choose from over 8,000 companies and exchange-traded funds on the AU, US, & NZ share markets. Download the Sharesies app or head to their website to learn more. T&Cs and fees apply. Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we're also joined by an expert to help us unpack the key metrics, the bull case and the bear case for each company. Today we’re chatting about Chipotle, and we’re joined by Emma Henderson, Magellan. Thanks to Sharesies for sponsoring the Equity Mates Summer Series. Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now! If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 re
S6 E683 · Thu, December 22, 2022
Bonus: Crypto Year In Review | CoinSpot
Coming off euphoric highs of the year before, the crypto market has endured an environment of tightening monetary policy, which led to sell-offs, implosions of projects like Terra, bankruptcy filings of CeFi companies including Celsius Network and Voyager Digital and the climactic downfall of the FTX exchange. We’re going to look at 10 moments for crypto in 2022 - some good, some bad. ***** This episode is supported by CoinSpot "Australia's most secure crypto platform, trusted by 2.5 million Australians." CoinSpot was awarded the internationally recognised ISO 27001 certification and the only Australian exchange to conduct an external statutory financial audit and has been Australia’s home base for crypto since 2013. ***** Looking for an investing book gift for a loved one this christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now! If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financ
S6 E682 · Wed, December 21, 2022
Expert: Andrew Brown - A look back at 2022
What is now an Equity Mates tradition, Andrew Brown returns to wrap up his Bold Predictions made back in January 2022. Out of 14 predictions for the year ahead, Bryce, Alec and Andrew review each one and discuss the circumstances around those topics for 2023. ***** Looking for an investing book gift for a loved one this christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now! If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See <a style='color
S6 E681 · Sun, December 18, 2022
We review our 2022 Bold Predictions
Bryce & Alec gave 24 bold predictions at the beginning of 2022. In this episode they reflect on how those 'bold predictions' have played out in the real world. To get involved in the Equity Mates Awards 2022 - click here ***** Looking for an investing book gift for a loved one this christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now! If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Netwo
S6 E680 · Wed, December 14, 2022
Expert: Oliver Hextall - the investing opportunity in changing demographics | Fidelity
The term 'Demographics', refers to the characteristics and trends of the global population. From the pressure an aging population puts on society, to how do we supply water sustainably to a growing population ... these are trends that affect everyone on the planet. Investing in companies that are trying to solve some of these demographic trends presents a fascinating investment theme. In this episode, Bryce and Alec are joined by Portfolio Manager Oliver Hextall of the Fidelity Global Demographics Fund . Oliver explains what it means to invest in the thematic of Demographics while outlining the forecast for this thematic in 2023. This episode contains sponsored content by Fidelity Podcast Disclaimer | Fidelity Australia ***** Looking for an investing book gift for a loved one this christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now! If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your per
S6 E679 · Sun, December 11, 2022
Bryce v Ren: 2022's Stock of the Year
Spotify thought they were the original wrapped - but Equity Mates has been wrapping up stock of the year for a few years now, and it’s time for us to look back at 2022. Bryce picked Macquarie, and Alec chose IAC… who’s come out ahead? Bryce has learned that the Australian economy is actually pretty hot - he looked at these 10 graphs from the AFR . Ren is looking in the bargain bin and seeing some great stocks that have come off their highs - a great reminder that there’s some real opportunities if you look beyond the obvious choices. Then we close out with a final Book Bonanza of the year. If you want to play, or get involved in the show - email sascha@equitymates.com To get involved in the Equity Mates Awards 2022 - click here ***** Looking for an investing book gift for a loved one this christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now! If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Aborigina
S6 E678 · Fri, December 09, 2022
Equity Mates Awards are back!
Here at Equity Mates, we want to celebrate the people, products and platforms that are making financial markets more accessible for the everyday investor. We want to hear from you and get your view on the people, products and platforms that have helped you the most in 2022. So, we're bringing back the Equity Mates Awards for 2022. This year, there are four awards we are seeking nominations for: 1. Expert of the Year 2. Product of the Year 3. Platform of the Year 4. Stock of the Year Nominations close 13 December Winners announced via podcast & social media on 22 December For more details and to get nominating - click here. Hosted on Acast. See acast.com/privacy for more information.
Thu, December 08, 2022
Bonus: $18 a month for heated seats: Car companies are adding monthly subscriptions
Imagine you’ve just bought your dream car. It’s a new BMW that you’ve been saving up for all your life – and it’s set you back a tidy $80k. The obvious first step is to take a long drive! After all, the weather is beautiful, and this is the best way to experience the drive! Life is pretty good. Then you start to feel a little chilly, so naturally you go to turn on the in-built seat warmers for a little extra comfort. Suddenly, this dream turns into a nightmare. The display screen flashes a sign saying ‘you have not subscribed to the seat w arming package, you will be charged per minute to access this feature.’ What the? It’s not just a first world nightmare though – this is something car companies are doing! Today Bryce and Alec ask – why are carmakers charging monthly subscriptions? And what does the future of buying a car look like? Tell us what you think of The Dive – email us at thedive@equitymates.com. Follow our Instagram here , or find out more here . Stay engaged with the Equity Mates community by joining our forum . Looking for a gift for a loved one this Christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now! In the spirit of reconciliation, Equity Mates Media and the hosts of The Dive 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. ***** This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. The Dive is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S6 E676 · Wed, December 07, 2022
The world's only listed pure-play podcast company | Emily Villatte - CFO of Acast
Emily Villatte is the Chief Financial Officer at Acast. The Company that Equity Mates Media host all our podcasts through. With more than ten years of international experience from London, Sydney and Stockholm spanning tech-scale up, through to FTSE 250 financial services. Emily has experience in high growth, M&A, integration, IPO and turnaround scenarios. In today's episode Alec, Bryce and Emily discuss the business of Podcasting and the commercial growth within the media space. ***** Looking for an investing book gift for a loved one this christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now! If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity
S6 E675 · Sun, December 04, 2022
Believe it or not, the Aussie share market is up over the past 12 months
So what have you learn't this week? In today's episode, Bryce & Alec discuss one key learning from the market that they have from the past week. Alec steps up to the Equity Mates soap box and gripes about the paperwork he has received from CHESS in response to him requesting digital only statements! Watch out for the petition for 'no paperwork' from the ASX on Change.org. The ASX Share Game has finished for 2022, and we've had the results come in, Bryce & Alec break down the winners and which companies and strategies they followed to create their returns. We finish today's episode with Alec's Book Bonanza with good bloke and contestant Gus! ***** Looking for an investing book gift for a loved one this christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now! If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before a
S6 E674 · Wed, November 30, 2022
Marcus Padley & Henry Jennings - Chickens don't make money | Finfest
Marcus Padley and Henry Jennings from Marcus Today are two of the most engaging investors out there! This is a selection from their very entertaining session at Finfest 2022. They both have a very active approach to making money in the markets, and they're open to sharing some of their secrets in this session. Looking for an investing book gift for a loved one this Christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now! If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. <p style='color:grey; font-size:0.75em;'
S6 E673 · Wed, November 30, 2022
Bonus: Ed Kavalee on why Australia will beat Denmark
Ahead of Australia taking on Denmark tomorrow, Ed Kavalee, Bryce & Alec chat all things FIFA World Cup. Who will win, and why! Warning: There may (or may not) be some conspiricy theories discussed in this short 9 minute episode. ***** Looking for an investing book gift for a loved one this christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now! If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See <a style='color:grey;' target='_blank' rel='n
S6 E672 · Sun, November 27, 2022
We draft 12 stocks for the next 12 months
The Sohn Hearts & Minds Conference was held last week in Hobart, so in today's episode Bryce & Alec go through the 12 stock pitches from 12 experts and they hand pick a draft portfolio from the conference. The Sohn Hearts & Minds Conference is a one-day conference where leading international and local fund managers, and influential global thought leaders present their exclusive investment ideas and insights in a fast-paced TED-style format. ***** Looking for an investing book gift for a loved one this christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now! If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please sp
S6 E671 · Thu, November 24, 2022
Expert: John Caulfield - Investing in carbon credits | VanEck
John Cauilfield is Director, Institutions and Intermediaries at ETF provider VanEck Australia VanEck have just launched Australia’s first carbon credits ETF, ASX: XCO2. In this episode Bryce & Alec ask John to explain carbon credits, how they reduce carbon emissions, the difference between the different types of carbon credits, and why an ETF can be helpful in accessing this investable asset class. This episode is sponsored by VanEck Australia ***** Looking for an investing book gift for a loved one this christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now! If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it i
S6 E670 · Wed, November 23, 2022
Expert: Kenneth Stanley - AI researcher on how innovation occurs
Kenneth Stanley is a former Professor of Computer Science at the University of Central Florida and most recently led the Open-Endedness Team at OpenAI. This interview will open your mind on goal setting and success. Kenneth isn't an investor, he's deep in the AI space ... and for all of us, understanding where the world is at with AI will definitely help our investing decisions now ... and for the future. Book: Why Greatness Cannot Be Planned: The Myth of the Objective - Kenneth O. Stanley ***** Looking for an investing book gift for a loved one this christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now! If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your pers
S6 E669 · Sun, November 20, 2022
Bonus: Ed Kavalee on the business of the Qatar World Cup (and his conspiracy on what will happen next)
We wanted to release an episode about The Business of the World Cup on our sister podcast The Dive - and we had a chat with friend and Equity Mate Ed Kavalee. The conversation went a little longer than the 15 minutes we usually cap it at, and we loved Ed's thoughts so much, we thought we'd drop it as a bonus on the Equity Mates channel. So enjoy! (And come listen to The Dive) Tell us what you think of The Dive - email us at thedive@equitymates.com. Follow our Instagram here, or find out more here . Stay engaged with the Equity Mates community by joining our forum . Looking for a gift for a loved one this Christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now! In the spirit of reconciliation, Equity Mates Media and the hosts of The Dive 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. ***** This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. The Dive is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S6 E669 · Sun, November 20, 2022
Our thoughts on FTX, Sam Bankman-Fried and where to from here for crypto | Coinspot
A stack of high profile celebrities and venture capitalists have lost money from FTX fall-out with an estimated $32b valuation now up in smoke! In today's episode, Bryce & Alec are joined by Darcy to discuss some of the details around what we know (and what is speculated) around the goings-on of Sam Bankman-Fried and his posse of directors and executives in the Bahamas. But more importantly, as investors, the lads discuss how you can approach investing in crypto currency and some of the things you should look and think about when it comes to exchanges and your crypto security. Darcy explains 'cold storage' and we wrap it with a crypto focussed Alec Book Bonanza. This episode is supported by CoinSpot … CoinSpot is the only Australian Cryptocurrency Exchange to complete an external statutory financial audit. ***** Looking for an investing book gift for a loved one this christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now! If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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
S6 E668 · Wed, November 16, 2022
Expert: Steven Glass - Balancing growth & value with sustainable investing
Steven Glass is the Managing Director and Investment Analyst at Pella Funds Management . Global Responsible Investing, targeting consistent, sustainable returns & advocating for a better planet. With so many ESG funds out there - Steven describes how to disect what companies fit with your persoanl ESG philosophy. He explains how he sees Australian investors appetite for ESG funds, What it has been like for an ESG fund manager, in a year when coal & oil have dominated the boards, and finally Bryce and Steven discuss how to navigate company greenwashing. Books mentioned: The Power of Habit: Why We Do What We Do, and How to Change - Charles Duhigg Information Economics - Urs Birchler The Selfish Gene - Richard Dawkins ***** Order Get Started Investing on Booktopia or Amazon now. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. <
S6 E667 · Sun, November 13, 2022
Everyone makes mistakes. We just make a lot of them.
So with Alec recovering from COVID, the lads chat over zoom about a lot of fallen super stars. Starting with a few confessions from both Bryce and Alec ... it reminds us of that infamous investing meme, " what do you call a stock that fell 90%? " Also, there has been a lot of chat around Meta, so the lads continue the discussion and offer up their own views on the situation and opportunity for Mark Zuckerberg. FTX and Binance are two of the biggest crypto brokers and have both been embroiled in finance drama this week. Bryce and Alec update on the situation and how it's playing out and what they are doing with their own crypto holdings. Carvana was trading at $377 at it's peak. A Morgan Stanley analyst placed a +59% increase to it's trading about a year ago. Carvana is currently trading @ $9, and Morgan Stanley now suggest it can go to $1. The lesson: Be cautious listening to headlines and broker recomendations. ***** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your persona
S6 E666 · Wed, November 09, 2022
Expert Panel: Finding Generational Businesses | FinFest
Alec is sick with blasted covid! So send him your good wishes - we want him to have a speedy recovery. But it gives us the perfect opportunity to feature one of our great panels from Finfest - How to Search for Generational Business. Alec hosted this panel - and he talked to Paul Wilson from Bailador, Will Dowd from Fairlight Asset and Anna Milne from Wilson Asset Management. Also please go vote for Equity Mates Investing Podcast in the Podcast Awards! Check that out here . Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum. Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S6 E665 · Sun, November 06, 2022
This could be a way to generate index outperformance
We go over what we learnt this week, and Bryce did his homework! Also, the return of Ren's Book Bonanza - who's going to win a book this week? The Betashares GGUS Factsheet And a couple of thought starters: ASX’s ETF checklist - weirdly sponsored by SPDR: Rask ETF checklist Betashares’ checklist Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your
S6 E664 · Wed, November 02, 2022
Expert: Ricky Sandler - Valuation is an opinion, mispricing is an opportunity | Hearts & Minds
Today we chat to Ricky - is the founder, Chief Investment Officer and Chief Executive Officer of Eminence Capital. Ricky founded Eminence in 1999 and has grown it into a $5.7 billion dollar asset manager. He's speaking at the Hearts & Minds conference on the 18th of November. Haven't heard of Sohn Hearts & Minds Investment Leaders Conference? It's Australia’s leading finance conference, dedicated to supporting Australian medical research. Equity Mates are the only group with a discount, and with our discount you receive a 20% discount - which brings the price to $400 per ticket. Visit the website and enter the code when you buy your ticket: EQUITYMATES2022 Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relev
S6 E663 · Sun, October 30, 2022
There's always going to be a reason to panic + Ren's Book Bonanza
We chat about what we learned this week, the Q3 earnings, our idea of checklist investing & we begin Ren’s book bonanza! Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S6 E662 · Thu, October 27, 2022
Bonus: The booming industry of trading cards | eBay
Today's special 'bonus' episode has Bryce and Alec talking investing ... but NOT talking stocks. Bryce admits he was quite the Pokemon Trading Card trader in his high school days and so the lads discuss the money and investing opportunities behind trading cards. Yep ... pieces of cardboard can be expensive! This episode is brought to you by eBay . eBay is the original online marketplace for collectibles since launching in 1999 in Australia. Whether you’re a card player, a collector or an investor eBay is the platform you’re looking for eBay is Australia’s #1 most visited site online shopping site with over 11 million monthly visitors in Australia Bryce & Alec's views in this episode are the opinions of Equity Mates, not eBay. ***** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. *****</p
S6 E661 · Wed, October 26, 2022
Expert: Wayne Jones - Low activity investing
Wayne Jones is the co-founder of Ganes Capital Management and Portfolio Manager for the Ganes Focused Value Fund . Since the inception of the fund in 2002, Ganes has returned 12% per annum, compared to 9% for the ASX300 accumulation index. Wayne has held senior finance roles in the private healthcare sector for many years and was a freelance analyst for The Intelligent Investor between 2001 and 2005 covering the small company sector. Books mentioned and recommended in this episode by Wayne include; Common Stocks and Uncommon Profits and Other Writings - Philip A. Fisher 100 Baggers: Stocks That Return 100-to-1 and How To Find Them - Christopher W Mayer Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life - William Green Intelligent Investor - Benjamin Graham ***** Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect
S6 E660 · Sun, October 23, 2022
Building an investing checklist + Henry Jennings pitches Core Lithium
It's been a big week and on the back end of Equity Mates FinFest so Alec and Bryce chat about what they have learnt in the markets this week. We have included one of the live sessions from Henry Jennings at Equity Mates FinFest where Henry was given the task of presenting a high conviction stock pitch ... 15 minutes, no notes, no Powerpoint presentation. Henry discusses why Core Lithium is his high conviction stock pick. ***** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. <p style='color:grey; font-size
S6 E557 · Wed, October 19, 2022
Quick Finfest Wrap + Emma Fisher on the difference between uncertainty and risk
We're still reeling from Finfest, and it's more than a few days on... We chat on mic about how great the day was, your feedback and our future plans, before featuring one of our favourite talks from the day - the fantastic Emma Fisher who kicked things off in the Magellan tent. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See <a style='color:grey;'
S6 E558 · Sun, October 16, 2022
Three stocks from three investor letters
At the end of every quarter we receive so many investor letters, from all around the world, from all different types of funds, sharing what they're seeing from a macro perspective and stocks they're investing in and stocks they're selling. It is a great insigth into what professional investors are thinking. And it's ALL FREE! So in this episode Bryce & Alec discuss 3 investor letters that caught their eye this week, from different parts of the world. They discuss some of the types of companies these fund managers are writing about, with the aim to show how valuable investor information can be found by us, everyday investors. ***** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network.<
S6 E557 · Thu, October 13, 2022
Expert: Michael Doerr - The bull case for wine & whiskey | OENO Future
Michael Doer is the co-founder and CEO of OENO Group , an investment firm that specialises in investing in luxury assets like wine and whiskey. He has recently been awarded #1 Wine Investment Advisor according to the prestigious Spears Magazine OENO recently won the best global wine investment firm at the 2022 International Investor Awards, while Michael won Wine Investment CEO of the year, so there is no-one better to join us to speak about investing in this alternative asset class. Give them a follow on Instagram at OENO and Luxury Investments ***** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noo
S6 E556 · Wed, October 12, 2022
Expert: Kerry Craig - Winter is Coming | J.P. Morgan Asset Management
Kerry Craig is a Global Market Strategist at J.P. Morgan Asset Management . Before working at J.P. Morgan Asset Management, he worked in economic research positions in the NZ Government and in the UK Pension industry. At J.P. Morgan Asset Management, he is responsible for offering thought leadership and explaining market data and trends to wholesale and institutional clients, investors and the broader investing community. Thanks to J.P. Morgan Asset Managemen t for sponsoring this episode. ***** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Equity Mates is part of the Ac
S6 E555 · Sun, October 09, 2022
Expert: James Abela & Maroun Younes - What makes a future leader? | Fidelity
This episode contains sponsored content by Fidelity Podcast Disclaimer | Fidelity Australia Plenty of companies that were telling the market they were future leaders, are now trying to tell the market they’re currently solvent. How do you sift through the marketing spin and identify the true gems? James Abela & Maroun Younes are the co-portfolio managers of Fidelity’s Global Future Leaders fund and give us their perspective on how they define Future Global Leaders. ******** FINFEST is days away!! Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, it’s an inspiring and empowering event for investors of any level of experience. 15th October, 2022 Sydney - Head to equitymates.com/finfest Equity Mates' FinFest, powered by Stake **** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See <a style='color:grey;' target='_blank' rel=
S6 E554 · Thu, October 06, 2022
Untangling the global supply chain - Richard White of WiseTech | ASX CEO Connect Series
Equity Mates is proudly working with the ASX CEO Connect , which brings listed companies and investors together. Throughout this year, Equity Mates will bring you 6 interviews with some of the key CEOs from these events for you to hear more about their business vision, strategy & latest achievements. The ASX CEO Connect Day offers many more of this style of talks, so if you enjoy today's interview and want to hear more from these CSuites, head to the CEO Connect page at the ASX , their next webinar is Tuesday 11th October. ***** If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. Fo
S6 E553 · Wed, October 05, 2022
What next for crypto? | Brian Armstrong, Co-founder & CEO of Coinbase
Brian Armstrong is the co-founder and CEO of Coinbase . Brian and his co-founder, Fred Ehrsam, founded Coinbase in 2012 as a way for investors to trade Bitcoin and other digital currencies. Ten years later, Coinbase is a $20 billion company, listed on the NASDAQ, with more than 103 million users worldwide. ******** FINFEST is coming very soon. Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, it’s an inspiring and empowering event for investors of any level of experience. 15th October, 2022 Sydney - Head to equitymates.com/finfest Equity Mates' FinFest, powered by Stake **** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S6 E552 · Sun, October 02, 2022
Headlines from the ASX & Opportunities in Britain
A big episode today. Bryce & Alec start off by discussing 'what they have learnt' this week around investing. We're 9 months into the year, so we look at some of the major news headlines from the ASX in the past year and discuss how they have affected the markets. Plus a bit of fun 'predicting' what some of the headlines might be in the next 9 months. Lastly, the British Pound has been whacked! So what does that mean for U.K stocks and are there opportunities. ****** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Pr
S6 E551 · Wed, September 28, 2022
Expert: Tim Carleton - Mineral Resources, Nick Scali & What makes a great Australian company
Tim Carleton is the founder of Auscap Asset Management , which he has been running since 2012. Prior to Auscap, Tim worked at Macquarie Bank and Goldman Sachs. Tim has previously pitched stocks at two Hearts & Minds conferences, pitching Macquarie Group in 2017 and JB Hi-Fi in 2018. Sohn Hearts & Minds Investment Leaders Conference - Australia’s leading finance conference, dedicated to supporting Australian medical research. We’ve been supporting the conference for the past 3 years, and we’re doing so again this year, hosting a series of interviews with some of the investors who will be pitching at the conference - Tim being one of them. This year they will be delivering bold ideas and investment insights direct from one of the most picturesque sights in the world - Hobart, Tasmania. Sohn is dedicated to raising money for Australian Medical Research, this year’s major beneficiary is the Menzies Institute for Medical Research at UTAS. Some amazing global names have attended in the past, and this year’s headline is Bill Browder, more speakers to be announced soon. Friday 18th November, Hobart The best part - we have two tickets to give away - worth $3,500 each (travel and accommodation not included) Head to community.equitymates.com - sign up to the forum, and comment on this episode post on which stock you might pitch if you were at the conference. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not tak
Sun, September 25, 2022
After 5 years of Equity Mates, Bryce has figured out that diversification works
Bryce & Alec discuss what they've learnt this week in the markets. Speccy Magee returns with his party hat on, and we finish off this episode with a sample of our new companion to THE DIVE podcast ... we're calling it THE HEADLINES and you can have listen to a sample at the end of this entertaining ep. **** FINFEST is ONLY 33 DAYS AWAY! The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, it’s an inspiring and empowering event for investors of any level of experience. 15th October, 2022 Sydney - Head to equitymates.com/finfest Equity Mates' FinFest, powered by Stake ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S6 E549 · Thu, September 22, 2022
Expert: Dan Annan - Launching crypto ETFs | Cosmos Asset Management
Dan Annan is the CEO of Cosmos Asset Management (CAM) . Cosmos is a relatively new Australian asset manager looking to list crypto-focused ETFs on Australian stock exchanges. Dan has extensive experience in the local and global funds management industry, with over 15 years dedicated to Exchange Traded Funds (ETFs). Before CAM, Dan was head of BetaShares Institutional ETF Business for three years. Prior to BetaShares, Dan held various roles within the iShares ETF business for BlackRock in the US and Australia. Book mentioned: Golf is not a game of perfect - Dr. Bob Rotella ******** FINFEST is coming very soon. Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, it’s an inspiring and empowering event for investors of any level of experience. 15th October, 2022 Sydney - Head to equitymates.com/finfest Equity Mates' FinFest, powered by Stake **** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial profes
S6 E548 · Wed, September 21, 2022
Expert: Divya Narendra - Classmates with Zuckerberg, Co-founder with the Winklevoss Twins, Guest on Equity Mates
Divya Narendra is the CEO and co-founder of SumZero , the world’s largest professional investor community. He also co-founded HarvardConnection with Harvard University classmates Cameron Winklevoss and Tyler Winklevoss. Books mentioned: The Intelligent Investor : The Definitive Book on Value Investing - Margin of Safety : Risk-Averse Value Investing Strategies for the Thoughtful Investor - You Can Be a Stock Market Genius : Uncover the Secret Hiding Places of Stock Market Profits - String Theory : David Foster Wallace on Tennis - Inside Delta Force : The Story of America's Elite Counterterrorist Unit ******** FINFEST is coming NEXT MONTH! Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, it’s an inspiring and empowering event for investors of any level of experience. 15th October, 2022 Sydney - Head to equitymates.com/finfest Equity Mates' FinFest, powered by Stake **** All information in this podca
S6 E547 · Sun, September 18, 2022
Tips from two top financial advisors | Talk Money to Me crossover
Bryce & Alec are joined by the podcast hosts from Talk Money To Me, Candice & Felicity. Candice Bourke and Felicity Thomas are financial advisors at Shaw & Partners and hosts of Talk Money to Me podcast. Candice is a Senior Investment Adviser and Felicity is a Senior Private Wealth Adviser, and together they are passionate about improving financial literacy and closing the retirement gap between men and women. **** FINFEST is almost here! The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, it’s an inspiring and empowering event for investors of any level of experience. 15th October, 2022 Sydney - Head to equitymates.com/finfest Equity Mates' FinFest, powered by Stake ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S6 E546 · Wed, September 14, 2022
Expert: Chris Bedingfield - What everyone gets wrong about Australian residential property
Chris Bedingfield is the Principal & Portfolio Manager of Quay Global Investors . Chris has more than 30 years of experience working as a real estate specialist with a background in investment banking, equities research and investment management. He is a co-founder of Quay Global Investors, and co-launched the Quay Global Real Estate Fund (Unhedged) in 2014. Book mentioned: The 7 Deadly Innocent Frauds of Economic Policy - Warren Mosler (This book is FREE!) ******** FINFEST is coming very soon. Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, it’s an inspiring and empowering event for investors of any level of experience. 15th October, 2022 Sydney - Head to equitymates.com/finfest Equity Mates' FinFest, powered by Stake **** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network. <p style='c
S6 E545 · Sun, September 11, 2022
Building a thesis: Warner Bros Discovery
Bryce & Alec wrap up the news from the past week with a little segment they like to call "What have you learnt this week?". With the Equity Mates Office discussion in over-drive about House of the Dragon and Rings of Power this week, it got us thinking about Warner Bros Discovery. So we figured let’s do a deep dive on the company and then do a 'bull v bear' broad analysis and explain how we build a thesis for our investing. Oh, and there is ONLY 33 days until FinFest ... powered by Stake! **** FINFEST is almost here! The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, it’s an inspiring and empowering event for investors of any level of experience. 15th October, 2022 Sydney - Head to equitymates.com/finfest Equity Mates' FinFest, powered by Stake ***** All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S6 E544 · Thu, September 08, 2022
Expert: Nathan Bell - The 2, 4, 6 rule of portfolio construction | InvestSMART
Head of Research & Portfolio Management at InvestSmart , Nathan Bell discovered value investing after spending nine years as an accountant, including five at Deutsche Bank that ended in 2006, and has been with Intelligent Investor ever since. He is a CFA charter holder and his experience has guided our strong performance since 2011. This episode is sponsored by InvestSmart Alec mentions a previous episode featuring Domino's Pizza CEO: Don Meij (ASX: DMP ) Book mentioned: The Essays of Warren Buffett : Lessons for Corporate America, by Warren Buffett & Lawrence Cunningham ******** FINFEST is coming very soon. Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, it’s an inspiring and empowering event for investors of any level of experience. 15th October, 2022 Sydney - Head to equitymates.com/finfest Equity Mates' FinFest, powered by Stake **** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under t
S6 E543 · Wed, September 07, 2022
Expert: Joe Magyer - The importance of an investing checklist
Joe Magyer is a private investor with 17 years' professional experience across funds management, equity research, and investment banking. Joe co-founded Lakehouse Capital and until recently was Lakehouse’s Chief Investment Officer. Books mentioned in this episode: The Checklist Manifesto : How to Get Things Right - Atul Gawande The Art of Profitability - Adrian Slywotzky **** FINFEST - get your tickets NOW! We're calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Order Get Started Investing on Booktopia or Amazon now. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Inve
S6 E542 · Sun, September 04, 2022
Reporting season is (finally) over. What did we learn?
Bryce & Alec wrap up the news from the past week. All you need to know about earnings season including 10 companies that caught their eye along with all the overall takeaways from reporting season around the world. Alec explains why "Good news is bad news". Bryce and Ren go head to head in ... (insert boxing bell effect) .. The Ultimate Retail Battle battle battle battle ... Woolworths v. COLES, who wins? Well you'll have to press play and listen ... **** FINFEST is almost here! The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, it’s an inspiring and empowering event for investors of any level of experience. 15th October, 2022 Sydney - Head to equitymates.com/finfest Equity Mates' FinFest, powered by Stake ***** All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S6 E537 · Wed, August 31, 2022
Expert: Amit Goel - Why the 'Hertz' of Brazil is compounding at 10% | Fidelity
This episode contains sponsored content by Fidelity Podcast Disclaimer | Fidelity Australia Amit Goel is the Lead-Portfolio Manager, Fidelity Global Emerging Markets Fund and Portfolio Manager, Fidelity India Fund. We found this to be a fascinating conversation with Amit, who exposed a number of new companies to us that we'd never heard of - which we love! Amit is clearly incredibly passionate about emerging markets and we learned a lot about finding your investable universe, cutting out the noise and honing in on long-term opportunities. The best company he's ever seen is one we weren't expecting either... Emerging markets (EM) have been growing rapidly in recent years. In fact, they now contribute over 50% of global growth and are expected to contribute over 60% by 2025.1 Once dominated by agriculture and cheap manufacturing, EM countries are today home to some of the world’s fastest-growing economies and most innovative companies. Some of the largest e-commerce, gaming, social media and hardware manufacturers reside in emerging markets. Books mentioned in this episode: The Essays of Warren Buffett - Lawrence A. Cunningham Why Nations Fail: The Origins of Power, Prosperity and Poverty - James Robinson The Gene: An Intimate History - Siddhartha Mukherjee **** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or
S6 E539 · Sun, August 28, 2022
Disney is getting into sports betting + Earnings wrap
Bryce & Alec wrap up the news from the past week. All you need to know about earnings season. With Disney announcing that they are entering the sports betting industry, the boys do an Industry deep dive on what could potential be the second most unethical industry they've ever reviewed. Alec mentions an article about Wall Street’s ‘Billionaire Brawl’ for Control of a Gaming Empire - Also this book . **** FINFEST is almost here! The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, it’s an inspiring and empowering event for investors of any level of experience. 15th October, 2022 Sydney - Head to equitymates.com/finfest Equity Mates' FinFest, powered by Stake ***** All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S6 E538 · Thu, August 25, 2022
Cement's sustainability challenge - Theresa Mlikota, CFO of Adbri | ASX CEO Connect Series
Theresa Mlikota is the Chief Financial Officer at Adbri - formerly Adelaide Brighton Cement - that has been making cement and construction materials in Australia since 1882. Equity Mates is proudly working with the ASX CEO Connect , which brings listed companies and investors together. Throughout this year, Equity Mates will bring you 6 interviews with some of the key CEOs from these events for you to hear more about their business vision, strategy & latest achievements. The ASX CEO Connect Day offers many more of this style of talks, so if you enjoy today's interview and want to hear more from these CSuites, head to the CEO Connect page at the ASX, their next webinar is Tuesday 30th August. Follow our new Instagram for The Dive . The Dive is our new podcast . Who says business news needs to be all business? **** FINFEST - Calling all bulls, bears and party animals. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates
S6 E540 · Wed, August 24, 2022
Expert: Julian McCormack - Platinum believe there is more pain ahead
Julian McCormack is an investment specialist and Platinum Asset Management and we welcome him to the brand new Equity Mates podcast studio. In today's episode the lads cover all things current markets conditions, where to from here, and where Platinum are seeing market opportunities. Books mentioned in this episode: The Alchemy of Finance : Reading the Mind of the Market - George Soros The Misbehavior of Markets : A Fractal View of Financial Turbulence - Benoit Mandelbrot One Up On Wall Street : Beating the Street - Peter Lynch Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935, trading as Platinum Asset Management (“Platinum”). This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions. You should also read the latest product disclosure statement and target market determination before making any decision to acquire units in any of the funds, copies of which are available at www.platinum.com.au/Investing-with-Us/New-Investors . Commentary reflects Platinum’s views and beliefs at the time of preparation, which are subject to change without notice. Certain information contained in this presentation constitutes "forward-looking statements". Due to various risks and uncertainties, actual events or results, may differ materially from those reflected or contemplated in such forward-looking statements and no undue reliance should be placed on those forward-looki
S6 E536 · Sun, August 21, 2022
Hands down, the most unethical industry deep dive we’ve done
We're right smack bang in the middle of earnings reporting season, so Bryce & Alec wrap up what's been happening in the markets over the past week. They have a chat about what Michael Burry is doing with his investment portfolio, that leads into one of the most interesting un-ethical deep dives the boys have ever done. Private prisons, or for-profit prisons are listed on stock echanges around the world. Rather than a government running a prison, that government contracts the process out to a company. These companies answer to shareholders, who invest only to see a return on their investment. Ethical, or Un ethical ... listen in to determine your view. **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. <
Thu, August 18, 2022
Expert: Natalie Brunell - Update from world of Bitcoin | Coinspot
Natalie Brunell is a podcast host, educator and media commentator in the Bitcoin space. ( Natalie Brunell @twitter ) Her popular podcast, Coin Stories , features interviews with Bitcoin thought leaders about their backgrounds, conviction for BTC, and headlines related to finance and economic issues facing society. Coin Stories is the #1 woman-hosted Bitcoin podcast in the world. In this episode Bryce and Alec delve deep with Natalie's help to better Understand the crypto ecosystem. This episode brought to you by CoinSpot …trusted crypto exchange. https://www.coinspot.com.au/ Books mentioned in this episode: The Bitcoin Standard The Fiat Standard The Bullish case for Bitcoin Thank you to CoinSpot for sponsoring FinFest. FINFEST Calling all bulls, bears and party animals. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or ta
S6 E534 · Wed, August 17, 2022
Expert: Niki Scevak - Blackbird's search for wild ideas and wild hearts
Niki Scevak is a co-founder and General Partner at Blackbird Ventures - an Australasian investment firm whose mission is to invest in wild hearts, with the wildest ideas, right from the beginning - and co-founder of Startmate . Niki describes the wildest idea he's ever been pitched and invested in. This is a fascinating insight into the origins of some of the biggest companies in the current stock market and how angel investment philosophy brings these companies into existence. Follow our new Instagram for The Dive . The Dive is our new podcast . Who says business news needs to be all business? **** Calling all bulls, bears and party animals. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian f
S6 E533 · Sun, August 14, 2022
The most important reporting season until the next one
NASDAQ Tech stocks have had a good week ... technically the NASDAQ is now in a bull market. Is it blue skies, unicorns and rainbows from here? Alec and Bryce do a fast track market wrap to give you a solid run down of the past week's company earnings results. America is taxing Buybacks ... but will the market even care? Registrations closes on October 13, 2022 for The ASX Game. Game starts on August 11, 2022 and runs until November 24, 2022 Key Links: ASX Sharemarket Game + FAQ Page + Game Rules + ASX Resources **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial
S6 E532 · Wed, August 10, 2022
Expert: Daniel Gladis - Invest in what will happen, not what you want to happen
Daniel Gladis is the founder of Vltava fund , a value-focused, research-driven hedge fund launched in 2004. Making it the oldest hedge fund in Central Europe. We first came across Daniel through his recent shareholder letter titled ‘What oil prices are telling us’. But ... before you press play, click and follow our new Instagram for The Dive . The Dive is our new podcast . Who says business news needs to be all business? **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal
S6 E531 · Sun, August 07, 2022
Earnings wrap + Michael Frazis on his growth portfolio
Earning Season continues ... and so does this Equity Mates content train. So, so much in this episode. The market has had a good week ... so, are we out of the woods? Is it blue skies, unicorns and rainbows from here? Alec and Bryce do a fast track market wrap to give you a solid run down of the past week's company earnings results. The lads are joined by Michael Frazis, founder of Frazis Capital Partners , to get his view on current markets and more of an understanding of small cap growth stocks, which is Michael's focus. Registrations closes on October 13, 2022 for The ASX Game. Game starts on August 11, 2022 and runs until November 24, 2022 Key Links: ASX Sharemarket Game + FAQ Page + Game Rules + ASX Resources **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operat
S6 E530 · Wed, August 03, 2022
Expert: Mark Bouris - Fear is the great thief of imagination
Mark Bouris is an Australian businessman who is best known as the founder and chairman of 'Wizard Home Loans', Australia's second largest non-bank mortgage lender behind Aussie Home Loans. He is now the chairman of Yellow Brick Road , a business which he founded in 2007. He’s also the founder of Mentored , a platform that inspires, educates, motivates future business owners! Want more Mark? Listen on his podcasts The Mentor and Straight Talk . Follow our new Instagram for The Dive . The Dive is our new podcast . Who says business news needs to be all business? **** Calling all bulls, bears and party animals. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional fi
S6 E529 · Sun, July 31, 2022
Earnings season continues as we unpack a few companies that caught our eye
There is so much going on in the markets at the moment. Facebook's first ever revenue drop, Spotify adding millions of users, F45 down 70% in one day, the Fed raised rates by 75 basis points, and Sezzle’s in a trading halt. To start this Monday episode Bryce and Alec give a quick 'round the grounds' global market wrap. All you need to know, and some extra news you'll want to know! Then the lads are joined by Founding Partner and the Chief Investment Officer of Munro Partners, Nick Griffin to get his thoughts on the market and how Munro Partners are currently positioning their portfolio for growth. **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Aust
S6 E528 · Wed, July 27, 2022
Expert: Gaurav Sodhi - The ASX-listed stock that breaks every rule of sensible investing | InvestSMART
Gaurav Sodhi is the Deputy Head of Research at Intelligent Investor. Intelligent Investor publishes in-depth analysis and recommendations for ASX-listed companies aimed at Australian investors managing their own direct portfolio. Thank you to InvestSMART for sponsoring this episode. Bryce mentions a previous Equity Mates episode from Tom Millner – Contact Asset Management, be sure to have a listen after you've finished this ep. **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is no
S6 E527 · Sun, July 24, 2022
What we have learnt from earnings season so far
We're a week into earnings season in the States and we discuss what we've learnt so far. Most of the American Banks have reported, with all of them missing analysts expectations. So why did the bank index have its biggest one-day gain in 18 months? One of the biggest memes is that Nancy Pelosi is the genius stock picker of our age. So why is she on the 'right' side of many trades? And what is this Apple Car Play thing? All this ... and more ... quick press PLAY! But ... before you do, click and follow our new Instagram for The Dive . The Dive is our new podcast . Who says business news needs to be all business? ***** FINFEST - Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website wher
S6 E526 · Wed, July 20, 2022
Expert: Kerry Craig - J.P. Morgan Asset Management - State of global markets and what it means for investors
Kerry Craig is a Global Market Strategist at J.P. Morgan Asset Management . Before working there, he worked in economic research positions in the NZ Government and in the UK Pension industry. At J.P. Morgan Asset Management, he is responsible for offering thought leadership and explaining market data and trends to their investment team and the broader investing community. Thanks to J.P. Morgan Asset Management for sponsoring this episode. But ... before you press play, click and follow our new Instagram for The Dive . The Dive is our new podcast . Who says business news needs to be all business? **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services profes
S6 E525 · Sun, July 17, 2022
Great time to travel to Europe… or look at their stocks
OK - everyone stop watching your mates Instagram European Vacation stories and let's focus on some potential European investing opportunities. But first, Alec asks, have we officially reached too many ETFs? There are some crazy ETF's listed in the USA. The God Bless America ETF, with the ticker YALL, the MAGA Index is made up of companies highly supportive of Republican candidates. DEMZ, the democratic large-cap core fund only includes companies that have made over 75% of their contributions to the democrats. But enough of that ... back to the news. The Euro and US Dollar hit parity so Alec and Bryce discuss the European opportunities for us here in Australia (and the US) - and it's not all about a Greek Island holiday! The lads reference some of their fav previous podcast episodes - here they are: Emma Fisher - Anthony Doyle - Malcolm Turnbull - Henry Jennings ***** FINFEST - Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax adv
S6 E524 · Thu, July 14, 2022
Bonus: ASX Wrap Up | Adam, Thomas, Bryce & Ren compare notes
Equity Mates Media partnered with the ASX to deliver content for the ASX Sharemarket Game participants. For those that haven't participated before, The Game gives you an opportunity to learn about the sharemarket and how it works. How are the boys tracking in the ASX game and have you got involved? Why is consumer confidence down if no one can remember the news, and how has the commodity crisis gone everywhere? All this and more on this week's Comedian v Economist. Visit the ASX website to read the rules and register for the next round. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption availab
S6 E523 · Wed, July 13, 2022
Expert: Stephen Koukoulas - Do interest rates only work in Sydney and Melbourne?
Stephen Koukoulas is one of Australia’s leading economists, previously working as Chief Advisor for Financial Markets at Australia’s Treasury, Chief Economist at Citibank and as a Senior Economic Advisor to Prime Minister Julia Gillard. But ... before you do, click and follow our new Instagram for The Dive . The Dive is our new podcast . Who says business news needs to be all business? **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on th
S6 E522 · Sun, July 10, 2022
Core and satellite podcasters
A BIG BIG show today. Bryce and Alec chat briefly about a core satellite approach in the current market, then turn their attention to who they think might be the worst investor in the world. They also discuss the pain that's been felt for streaming stocks and whether an opportunity might be emerging before finishing it off with a discussion on Australia's status as an inflation hedge... is this coming to an end? But before you listen, click and follow our new Instagram for The Dive . The Dive is our new podcast . Who says business news needs to be all business? **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not finan
S6 E521 · Wed, July 06, 2022
Expert: James Holt - Finding gems in all the noise | Perpetual
James Holt is a Director of Investment Solutions at Perpetual. Perpetual is an Australian fund manager and is one of Australia’s oldest companies - founded in 1886. Today we are speaking to James about finding those hidden investment gems amongst all of the noise at the moment - COVID, market falls, inflation & war. This episode is sponsored by Perpetual - head to https://www.perpetual.com.au/ But ... before you do, click and follow our new Instagram for The Dive . The Dive is our new podcast . Who says business news needs to be all business? **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax adv
S6 E520 · Sun, July 03, 2022
Macquarie's 16 recession-proof stocks
A BIG BIG show today. Bryce and Alec try to answer the question of, "Is Inflation over"? Macquarie have released 16 stocks that they classify to be a 'recession-proof' portfolio and so the lads talk us all through how that looks. Bryce has had a 'what-the' moment when looking through the top holdings at Bridgewater Associates. And, if you don't know what the 'Widow Maker Trade' is, press play and find out all about it. But ... before you do, click and follow our new Instagram for The Dive . The Dive is our new podcast . Who says business news needs to be all business? **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podca
S6 E519 · Wed, June 29, 2022
Expert: Steve Baxter - Life as a serial entrepreneur, investor, mentor... and shark
Steve Baxter is an Australian investor and entrepreneur living in Brisbane. Many people will know him as one of the ‘sharks’ on Channel 10’s Shark Tank, and we’re excited to unpack that. But we are also excited to unpack his life as a serial entrepreneur, investor and mentor. **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a subst
S6 E519 · Sun, June 26, 2022
LIV Golf Tees Off: Will the $2b investment be worth it (The Dive)
“Golf, but louder.” That is the slogan for the latest big money tournament in professional sport - LIV Golf. Run by Greg Norman, backed by the Saudi Government, this tournament is throwing humongous money - aiming to attract top golfers to join this new competition. The new tournament is proving to be divisive. The Saudi government - who're internationally criticised for their atrocious record of human rights, are investing a rumoured $2 billion dollars in the new venture. One of the world's best golfers - Phil Mickelson - first called the Saudis “scary motherfuckers”, only to then later agree to join the LIV Golf tour for a reported $200 million contract. In this episode, Bryce and Sascha talk about the business case behind this. With LIV Golf now going head to head with the PGA tour, do they expect to make money from it? What’s the return on investment here? **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Order Get Started Investing on Booktopia or Amazon now. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisio
S6 E517 · Wed, June 22, 2022
Zero to 100 (billion) in six years - Tim Carver of GQG Partners | ASX CEO Connect Series
This episode of Equity Mates is in partnership with ASX CEO Connect , which brings together listed companies and retail investors. Hosted virtually by the ASX every second month, it is a great opportunity for you to hear from CEOs and leaders of some of the most popular companies on the ASX from the comfort of your own home, for free. Tim Carver is the co-founder and CEO at GQG Partners (ASX: GQG). Prior to GQG, Tim spent ten years as CEO of Pacific Current Group, an ASX-listed asset manager. **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Order Get Started Investing on Booktopia or Amazon now. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not
S6 E516 · Sun, June 19, 2022
What a week
The U.S is officially in a bear market. What does that mean? Bryce and Alec look back on the past few days in markets globally. There certainly appears to be no where to hide from the volatility in markets at the moment ... or is there? Stanley Druckenmiller’s recent quote: "This is my 45th consecutive year as a Chief Investment Officer. In 45 years I’ve never seen a constellation or frankly studied one where there’s no historical analogue. Right now I probably have more humility in terms of my views going forward than I’ve ever had." So, who is 'The Druck'? The lads dissect and discuss his portfolio. There are learnings all throughout today's episode. **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Order Get Started Investing on Booktopia or Amazon now. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corpor
S6 E515 · Wed, June 15, 2022
Expert: Yanis Varoufakis - "You should be screaming from the rooftops, stop doing this!"
Yanis Varoufakis is a Greek economist and politician. A former academic, he served as the Greek Minister of Finance from January to July 2015. He is also an Australian citizen, having lived here from the years 1989 through to 2000, and keeps a keen eye on the Australian financial landscape. Yanis talks about his first investment, and his initial observations of the Australian economy - including some strong opinions on our negative gearing policies. They chat about his role and experience during the Greek debt crisis, and then Yanis shares what he thinks about the Covid response from policymakers globally. For more information about Yanis, his essays, talks, and other interviews, visit his website here . **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Order Get Started Investing on Booktopia or Amazon now. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professi
S6 E514 · Sun, June 12, 2022
ASX Market Darlings - What their valuations tell us
It's not only the big American stocks that have taken a battering lately. Some of our local Australian 'market-darlings' have also taken big hits. So in today's episode, Bryce and Alec run through some company valuations and discount cash-flows (and reverse discounted cashflows) on some well known Australian stocks. They also discuss what they are both doing individually within their own portfolios ... all with the aim to help you understand how to assess and move when the market shows opportunity. **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. <br
S6 E513 · Wed, June 08, 2022
Tim Fung - Scaling a global two-sided marketplace | Airtasker Co-founder & CEO
Tim Fung is the co-founder and CEO of Airtasker . Since its founding in 2012, Airtasker has grown to more than 4 million users and over $1 billion in work. Airtasker, trading under the ticker ART , listed on the ASX in 2021. **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or t
S6 E512 · Sun, June 05, 2022
Expert: Roger Montgomery - When the market busts, load up
Roger Montgomery is the Chairman and Chief Investment Officer at Montgomery Investment and has been on the show several times previously. With all that is happening in the markets, we are seeing an enormous compression of P/E values and Roger explains, why this is happening and what it means, but more importantly some stocks that fit his funds buy and hold strategy. Be sure to check out Roger's book, Valuable . **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. Th
S6 E511 · Wed, June 01, 2022
Expert: Nathan Hughes - The complexity of ESG & Three ASX stocks | Perpetual
Nathan Hughes is a Portfolio Manager of Perpetual’s Ethical SRI fund and Income Share funds. He has over 17 years experience in the industry, 11 of those at Perpetual. Perpetual’s Ethical SRI fund is an actively managed fund, targeting long-term capital growth and income through investment in quality shares of Australian ethical and socially responsible companies. The fund has just celebrated its 20 year anniversary as an unlisted fund and in November last year floated on the ASX with the ticker GIVE . Books mentioned in this episode: Seeking Wisdom: From Darwin to Munger - (Peter Bevelin) Capital Returns - Investing Through the Capital Cycle: A Money Manager's Reports 2002-15 (Edward Chancellor) One Up On Wall Street - How To Use What You Already Know To Make Money In The Market - ( Peter Lynch) **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Equity Mates Investing Podcast is a product of Equity Mates Media. All informa
S6 E510 · Tue, May 31, 2022
Bonus: Electricity prices to triple? That escalated quickly.
There is so much great content here in the Equity Mates Media stable of podcasts. In this 'bonus' episode, Bryce & Alec shine the spotlight on Comedian v Economist . Electricity prices are going through the roof. Will they ever come back down? The big banks are cutting rates, is the cycle turning already? Someone stole the rights to a picture of a monkey and now someone can't make a TV show. True story. All this and more on this week's Comedian v Economist. **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corpo
S6 E509 · Sun, May 29, 2022
Compare the Pair: Warren Buffett + Cathie Wood are both buying again
Bryce & Alec describe what they are doing with their own individual holdings during this time of turmoil in the markets, preparing for tax, and simply looking to cut-losses to re-allocate funds. Then the conversation shifts to two of the smartest investors on the globe, Warren Buffett and Cathie Wood, and what they are buying and selling to maximise their returns during the current market uncertainty. Two of the most discussed investors of the past few years. Both are deploying capital at incredible rates. But in very different styles. **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for
S6 E508 · Wed, May 25, 2022
Expert: Julia Lee - Searching for opportunities in today's market
Julia Lee is a returning favourite here at Equity Mates. As the Chief Investment Officer of Burman Invest , Julia has been closely watching the Australian stock market and we’re here to unpack what Julia is seeing and how she is positioning her portfolio as a result. **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mat
S6 E507 · Sun, May 22, 2022
The junk bond market thinks the worst is yet to come... as we turn to the possibilities
It’s brutal out there. We know that so many of you are questioning 'what to do'? What are your choices? How are Bryce & Alec gonna play in the current market? What are they looking to do? In this week's episode, Bryce & Alec show how these are the times historically, that people who invested, look back on and realised the buying opportunities. And if you'd love a great explanation on what happened in the Crypto markets in the past week, listen in ... there's everything in this episode. **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial profess
S6 E506 · Wed, May 18, 2022
Expert: Jon Erlichman - We hope he Tweets this episode ...
Jon Erlichman is a correspondent and anchor for CTV National News, Canada’s most watched nightly newscast, and a senior anchor for Bloomberg Markets. But how we know Jon is as one of the most effective finance communicators on social media - if you don’t follow him on Twitter or watch his TikTok’s - you should. **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** If the episode was sponsored, make it clear here: This episode contained sponsored content from XXX ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (
S6 E505 · Sun, May 15, 2022
Twelve stocks from two investor letters
It can feel tough to get excited if you look at your portfolio at the moment. There's a lot of red! If we look back in history these are the times when investors really super-charged their returns, and so in this episode, Bryce and Alec discuss two investor letters that cover 12 different stocks. It's an episode of inspiration ... with a reminder to focus on the long-game. **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the ex
S6 E504 · Thu, May 12, 2022
Buy, Hold or Sell with Adam Dawes | ASX Week
This Episode is brought to you by the ASX Investor Day. Equity Mates are back with a partnership with the ASX Investor Day, a day designed to provide investors of all levels practical tools and knowledge to help improve their investment strategy and build their investing confidence. In Today's episode Adam Dawes of Shaw & Partners is back with a Buy, Hold and Sell. If you enjoyed today's expert you can hear more by registering your interest on the ASX Investor Day website. Use code EM2022 for 50% off Registration **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing P
S6 E503 · Wed, May 11, 2022
Private equity, water rights and other alternative assets with Dania Zinurova | ASX Week
This Episode is brought to you by the ASX Investor Day. Equity Mates are back with a partnership with the ASX Investor Day, a day designed to provide investors of all levels practical tools and knowledge to help improve their investment strategy and build their investing confidence. In Today's episode we'll be speaking with Dania Zinurova of Wilson Asset Management on Top Investing Insights from around the World. If you enjoyed today's expert you can hear more by registering your interest at ASX Investor Day . Use code EM2022 for 50% off Registration **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professiona
S6 E502 · Tue, May 10, 2022
The problem with traditional ESG investing with Anthony Doyle | ASX Week
This Episode is brought to you by the ASX Investor Day. Equity Mates are back with a partnership with the ASX Investor Day, a day designed to provide investors of all levels practical tools and knowledge to help improve their investment strategy and build their investing confidence. In Today's episode we'll be speaking with Anthony Doyle of Firetrail on Top Investing Insights from around the World If you enjoyed today's expert you can hear more by registering your interest on the ASX Investor Day website. Use code EM2022 for 50% off Registration **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not i
S6 E501 · Mon, May 09, 2022
The changing face of investing with Rachel White | ASX Week
This Episode is brought to you by the ASX Investor Day. Equity Mates are back with a partnership with the ASX Investor Day, a day designed to provide investors of all levels practical tools and knowledge to help improve their investment strategy and build their investing confidence. In Today's episode we'll be speaking with Rachel White of Vanguard, on the Changing Face of Investing.. If you enjoyed today's expert you can hear more by registering your interest on the ASX Investor Day website. Use code EM2022 for 50% off Registration **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts
S6 E500 · Sun, May 08, 2022
Why population is the ultimate megatrend with Lauren Jackson | ASX Week
This Episode is brought to you by the ASX Investor Day. Equity Mates are back with a partnership with the ASX Investor Day, a day designed to provide investors of all levels practical tools and knowledge to help improve their investment strategy and build their investing confidence. In Today's episode we'll be speaking with Lauren Jackson of Fidelity on Key Megatrends driving Global Markets. If you enjoyed today's expert you can hear more by registering your interest on the ASX Investor Day website. Use code EM2022 for 50% off Registration **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The
S6 E499 · Thu, May 05, 2022
Bonus: Australia's future industries - Manufacturing | Stake
Here at Equity Mates, we love doing deep-dives and our friends at Stake have challenged us to do a deep-dive on 'the future'. Today's 'bonus' episode is the final in our three-part deep-dive on industries that will be shaping Australia's future. If you are gonna Stake your claim to the future, then you need to think about the future ... casting your mind forward and thinking about what companies, what industries, what markets will be bigger in the future. In today's episode the lads deep dive into Manufacturing, and the re-shoring of industry manufacturing that could be on the charge again. ***** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equit
S6 E498 · Wed, May 04, 2022
Expert: Vince Pezzullo - Boring Companies, Exciting Returns | Perpetual
Vince Pezzullo is the portfolio manager of Perpetual Equity Investment Company (ASX: PIC) and the Deputy Head of Equities at Perpetual. Vince joins us today with over 25 years experience in financial services, 13 of those at Perpetual. At Perpetual, Vince is also the portfolio manager of the Australian Share, Geared Australian Share, and Direct Equity Alpha funds at Perpetual. ***** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S6 E497 · Sun, May 01, 2022
1 hidden software stock and is value investing dead?
The Rask + Equity Mates collaboration is a match made in heaven. Together, we bring you the best courses to learn about the nitty-gritty of investing in shares/companies — from beginning to dividend. Take a free course or become part of the highly-rated Value Investor Program , where you’ll get downloadable resources , learn to do your own Discounted Cash Flow (DCF) valuation, research ASX or global companies using free and premium analyst tools , and so much more. Once you truly know the ins-and-outs of this analysis you’ll feel more confident and in control of your investment portfolio. Follow the link to learn more about our collab, or enrol in a course. https://equitymates.com/online-courses/ **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake **** Order Get Started Investing on Booktopia or Amazon now. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial deci
S6 E495 · Thu, April 28, 2022
Bonus: Australia's future industries - Mining | Stake
Here at Equity Mates, we love doing deep-dives and our friends at Stake have challenged us to do a deep-dive on 'the future'. So, over the next couple of Friday's we'll be releasing 'bonus' episodes where Bryce and Alec will be doing a deep-dive on industries that will be shaping Australia's future. If you are gonna Stake your claim to the future, then you need to think about the future ... casting your mind forward and thinking about what companies, what industries, what markets will be bigger in the future. In today's episode the lads do a fascinating deep dive on Mining and in particular, the minerals that could pave the way forward for Australian Mining. ***** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources an
S6 E494 · Wed, April 27, 2022
Expert: John Sevior - Airlie Funds Management
John Sevior founded Airlie Funds Management in 2012 after 17 years at Perpetual Investments, where he was Head of Equities. He has over 25 years of experience, managing funds of individuals, super funds, public institutions, and charitable organisations. Today Bryce and Alec sit down with John to unpack how everything unfolds at Airlie Funds Management , the investment process, his thoughts on current market conditions, and they close out with some company-specifics that will help you do your own stock-pick research. ***** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network. <p style
Mon, April 25, 2022
Bonus: The Dive - Just billionaire things: Elon Musk wants to buy Twitter
In light of the news this morning, we've dropped this episode of The Dive in your feed. Make sure you're subscribed to keep up to date with all the news as it happens. On Friday, Sascha and Alec unpacked why Elon Musk would want to buy Twitter? Whether you consider Elon an eccentric, and unreliable leader, or an unrelenting champion of free speech, he’s achieved an extraordinary amount. He’s an entrepreneur, investor, and is currently the world’s richest man. He's busy as well - he's the founder, and CEO of SpaceX; & Tesla, founder of The Boring Company; and co-founder of Neuralink and OpenAI. So when we read that he’d made an offer to buy Twitter - the social media company where he’s amassed 83 million followers - we had to talk about it. Tell us what you think of The Dive - email us at thedive@equitymates.com. Subscribe via Spotify here or Apple here or wherever you get your podcasts. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for prof
S6 E493 · Sun, April 24, 2022
Why Ramsay is just the tip of the iceberg & Netflix headlines early results from US earnings season
Bryce and Alec look at why there are some big deal being done by private equity as it throws it’s cash around in Australia. KKR are looking to buy Ramsay Healthcare (ASX: RHC) 18.3b market cap, was up 24% on Wednesday after KKR’s bid of $88 a share bid, valuing RHC at over $20 billion. If successful this would be the biggest leveraged buy out by a global private equity firm in Australia. Also, the boys talk about Netflix, Tesla, and they also discuss the kick-off of earnings season in the U.S. ***** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S6 E492 · Thu, April 21, 2022
Bonus: Australia's future industries - Agriculture | Stake
Here at Equity Mates, we love doing deep-dives and our friends at Stake have challenged us to do a deep-dive on 'the future'. So, over the next three Friday's we'll be releasing 'bonus' episodes where Bryce and Alec will be doing a deep-dive on industries that will be shaping Australia's future. If you are gonna Stake your claim to the future, then you need to think about the future ... casting your mind forward and thinking about what companies, what industries, what markets will be bigger in the future. In today's episode the lads do a fascinating deep dive on Agriculture and how tech is changing the way things are growing and being harvested. ***** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a regi
S6 E491 · Wed, April 20, 2022
Introducing The Dive: How is AI changing the drug development process?
We're introducing our eighth podcast - The Dive. Please search for 'The Dive' in your podcast player, and subscribe to hear the other launch episodes! In this episode, we talk about artificial intelligence. Because as non-scientists, we're the first to admit we don't really understand how it works. But coming out of COVID, one of the most remarkable things about the past two years was the speed at which we developed drugs and vaccines. Many in the field are saying that the pandemic was the ultimate test of artificial intelligence and machine learning, and the technology passed with flying colours. Today Sascha and Alec look at how artificial intelligence is changing the drug development process and ask themselves - what could the future could look like? Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity M
S6 E490 · Sun, April 17, 2022
The Nomad Partnership Letters: Two of the greatest investors you’ve never heard of
After the Buffett letters, the next most respected in the industry could be Nick Sleep and Qais Zakaria and their Nomad Partnership. The Nomad Partnership operated from 2001 to 2014. In that time the partnership returned 921%, while the MSCI World Index returned 117%. Basically (before fees) they 10x investors money. They then decided to hang it up! We find most investors haven’t heard of them or read their letters , so we thought we’d share a little bit about them and our favourite quotes from their letters in this episode. Full set of letters : Nick Sleep, Costco Thesis (2004): ***** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. </p
S6 E489 · Wed, April 13, 2022
Expert Revisited: Bill Browder - Putin's #1 Enemy
Bill Browder is the CEO and co-founder of Hermitage Capital Management, which at one time was the largest foreign portfolio investor in Russia, and in 1997 was the best performing fund in the world - up 238%! Bill was the driving force behind the Magnitsky Act, a law to punish Russian human rights violators, which was signed into law by President Obama in 2012 and subsequently adopted by a number of governments around the world including Canada in 2017 and the UK in 2018. He is the author of the best-selling book Red Notice: How I became Putin’s Number 1 Enemy. Given the current World events in the Ukraine, we felt it appropriate to re-share this episode recorded last May (2021). In this conversation, Bill reflects on the unique discovery of first investment, the way his investing perspectives have shifted over the decades, the global impacts of the Magnitsky Act (and the international perspective of Australia's position on the policy), and why he thinks the legal disruptor app Do Not Pay is a fantastic company. ***** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** Order Get Started Investing on Booktopia or Amazon now. Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are
S6 E488 · Sun, April 10, 2022
Moats & Meme Stocks ft. return of Speccy Magee
How about this stock market ... down one day, up the next ... Something happened on March 14 ... let's chat about that. Understanding where a company sits in their competitive landscape can guide your investing choices. Bryce and Alec unpack and investigate some frameworks to consider when thinking about MOAT's. What's going on in Meme stocks, in particularly Tech stocks? We reveal who is winning between Bryce and Alec in the ASX Share Market game . (it's not too late to join the Equity Mates League) Speccy McGee returns for the first time in 2022 to chat about ASX Bets. ***** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media
S6 E487 · Wed, April 06, 2022
Telstra's new CEO - Vicki Brady | ASX CEO Connect Series
This episode of Equity Mates is in partnership with ASX CEO Connect , which brings together listed companies and retail investors. Hosted virtually by the ASX every second month, it is a great opportunity for you to hear from CEOs and leaders of some of the most popular companies on the ASX from the comfort of your own home, for free. Go to the CEO Connect page on the ASX website to find out more and register your interest for upcoming events. Throughout this year, Equity Mates will bring you interviews with some of the key CEOs from these events for you to hear more about their business vision, strategy & latest achievements. Today, we speak to Vicki Brady, CFO at Telstra . Vicki Brady has just been announced as the new CEO, at a company everyone listening in Australia would’ve heard of - Telstra ( ASX: TLS ). Vicki has over a decade of experience working in Australia’s telecommunications industry across the two major players in the space Telstra and Optus. ***** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in re
S6 E486 · Sun, April 03, 2022
Expert: Ishan Haque - Finding opportunities in new worlds | Metaverse, Crypto and NFT
Ishan Haque is the 22y/o co-founder of Geminio, a $50 million Australia-based fund targeting crypto, NFT and metaverse investments. Ishan talks us through what the future could look like as digital worlds and digital assets start to take precedence over physical worlds and physical assets? He gives us some perspective on mainstream tech moving into the space. If you've been wondering about how the digital world of investing might look ... THIS is the episode for you! ***** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001
S6 E485 · Wed, March 30, 2022
Changing the lives of cancer patients - Dr Leslie Chong of Imugene | ASX CEO Connect Series
This episode of Equity Mates is in partnership with ASX CEO Connect , which brings together listed companies and retail investors. Hosted virtually by the ASX every second month, it is a great opportunity for you to hear from CEOs and leaders of some of the most popular companies on the ASX from the comfort of your own home, for free. Go to the CEO Connect page on the ASX website to find out more and register your interest for upcoming events. Throughout this year, Equity Mates will bring you 6 interviews with some of the key CEOs from these events for you to hear more about their business vision, strategy & latest achievements. Today, we speak to Dr Leslie Chong. Dr Chong is the CEO and Managing Director of Imugene , an ASX-listed biotechnology company working to change the paradigm of cancer treatment - trading under the ASX ticker IMU . Dr Chong has over 20 years experience in leading clinical and department development in oncology including at major pharmaceutical companies Genentech, GSK and Roche. ***** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. I
S6 E484 · Sun, March 27, 2022
Berkshire's latest acquisition, brain-computer interfaces & Morningstar's stocks for March
In today's episode the Equity Mates, Bryce and Alec talk about one of the companies that they both disagree on 'the most'. They share some surprising housing data that reveals some clues around investing in mega-trends. The lads explain the recent Berkshire Hathaway purchase and how it strategically fits within the Berkshire thesis. The discussion covers brain chips and how clinical human trials are now beginning. And to wrap this episode, Bryce and Alec talk through the recent Morningstar Top 10 Global Stocks and how you can use this list to develop your own stock picking research. Subscribe to The Dive on Spotify here or Apple here . ***** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts
S6 E483 · Wed, March 23, 2022
Expert: Thomas Valenzuela - Building a concentrated portfolio of long-term compounders | Stewart Asset Management
Thomas Valenzuela is the Chief Investment Officer for Stewart Asset Management , a New York based asset manager that aims to compound client capital through a concentrated portfolio of quality US equities. Over the past 5 years, Stewart Asset Management has returned 23% per year compared to 17% for the S&P 500 total return. Thomas has worked in financial markets for over 40 years and brings a wealth of experience and knowledge about the current market status to this conversation today. ***** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** Equity Mates is the #1 finance and investing brand for young and early investors and we are excited to partner with the ASX Game this year. Equity Mates has a league that you can join and play along with all of us and the Equity Mates Community. The ASX game gives you $50,000 in fake money where you can play n trade the ASX300 (the top 300 Australian stocks and ETF's). It's a fantastic way for you to test strategies, learn, and dip your toe in the markets ... without using your own hard earned cash. Click here for more info on the ASX Game 2022. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provide
S6 E482 · Sun, March 20, 2022
Rate rises, growth stocks & Ren's monopoly thesis
Right now, a week in markets feels like a long time! We are living through very strange times in markets ... the world is upside down and there is so much happening. From Inflation, to interest rate rises, Bryce and Alec have a chat about the volatility in markets around the world. Alec wraps this episode around an idea for an investment thesis that involves some of the largest companies on this spinning planet. ***** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** Equity Mates is the #1 finance and investing brand for young and early investors and we are excited to partner with the ASX Game this year. Equity Mates has a league that you can join and play along with all of us and the Equity Mates Community. The ASX game gives you $50,000 in fake money where you can play n trade the ASX300 (the top 300 Australian stocks and ETF's). It's a fantastic way for you to test strategies, learn, and dip your toe in the markets ... without using your own hard earned cash. Click here for more info on the ASX Game 2022. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Inv
S6 E481 · Wed, March 16, 2022
Expert: Tim Samway - How a growth fund manager is reacting to markets
Tim Samway is the Chairman of Hyperion Asset Management , an Australia-based fund manager focused on buying the highest quality companies at reasonable valuations. Hyperion manages approximately $13 billion. Hyperion’s Global Growth Companies managed fund is ASX-listed HYGG and over the past 5 years has returned 25% pa, beating the MSCI World Accumulation Index by 9% pa. We first spoke to Tim last year, in an episode titled 25 years of searching for disruptive businesses, and with the recent sell off in growth names we thought it would be a great time to get him back on the podcast. ***** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** Equity Mates is the #1 finance and investing brand for young and early investors and we are excited to partner with the ASX Game this year. Equity Mates has a league that you can join and play along with all of us and the Equity Mates Community. The ASX game gives you $50,000 in fake money where you can play n trade the ASX300 (the top 300 Australian stocks and ETF's). It's a fantastic way for you to test strategies, learn, and dip your toe in the markets ... without using your own hard earned cash. Click here for more info on the ASX Game 2022. ***** This episode is sponsored by https://quartr.com/ ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance,
S6 E480 · Sun, March 13, 2022
Compair the pair - CEOs go head to head | Quartr Reporting Season
In this episode Bryce & Alec "compare-the-pair' when it comes to rival CEO's talking about the same subject within their companies by listening to the Quartr app. They looks at Telsa v GM, Nike v Adidas, Mastercard Nvidia and Microsoft. Download Quartr from the App Store or Google Play ***** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** Equity Mates is the #1 finance and investing brand for young and early investors and we are excited to partner with the ASX Game this year. Equity Mates has a league that you can join and play along with all of us and the Equity Mates Community. The ASX game gives you $50,000 in fake money where you can play n trade the ASX300 (the top 300 Australian stocks and ETF's). It's a fantastic way for you to test strategies, learn, and dip your toe in the markets ... without using your own hard earned cash. Click here for more info on the ASX Game 2022. ***** This episode is sponsored by https://quartr.com/ ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of you
S6 E479 · Wed, March 09, 2022
Expert: Tobias Carlisle - Finding deep value in today's market conditions
Tobias is the portfolio manager of Acquirers Funds , including the NYSE listed ETF Acquirers Deep Value, ticker code DEEP, and the author of multiple books including Deep Value and The Acquirers Multiple . Tobias is an Australian now based in the United States and is our go-to expert when it comes to value investing. Given the recent sell off in high growth, largely unprofitable companies, Bryce & Alec thought it would be interesting to check in with Tobias and hear his take on the market. ***** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** Equity Mates is the #1 finance and investing brand for young and early investors and we are excited to partner with the ASX Game this year. Equity Mates has a league that you can join and play along with all of us and the Equity Mates Community. The ASX game gives you $50,000 in fake money where you can play n trade the ASX300 (the top 300 Australian stocks and ETF's). It's a fantastic way for you to test strategies, learn, and dip your toe in the markets ... without using your own hard earned cash. Click here for more info on the ASX Game 2022. ***** This episode is sponsored by https://quartr.com/ ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content prov
S6 E478 · Sun, March 06, 2022
Breaking down the supply chain - Apple, Maersk, Home Depot & more | Quartr Reporting Season
In this episode Bryce & Alec dissect a sampling of companies within the global 'supply chain' sector through the new app QUARTR which gives you access to these earnings calls and the CEO's and key stakeholders within these companies. Download the QUARTR app, you'll love it, on the Apple store or Google . You'll hear the CEO's from Apple, Maersk, Home Depot, Brambles, UPS, Wesfarmers, Taiwan Semiconductor Manufacturing Company & ASML discuss their current annual reports and future vision. ***** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest . With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience. Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest. Equity Mates' FinFest, powered by Stake ***** Equity Mates is the #1 finance and investing brand for young and early investors and we are excited to partner with the ASX Game this year. Equity Mates has a league that you can join and play along with all of us and the Equity Mates Community. The ASX game gives you $50,000 in fake money where you can play n trade the ASX300 (the top 300 Australian stocks and ETF's). It's a fantastic way for you to test strategies, learn, and dip your toe in the markets ... without using your own hard earned cash. Click here for more info on the ASX Game 2022. ***** This episode is sponsored by Quartr . ***** All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by
Wed, March 02, 2022
Expert: Andy Simon - Where to from here for growth stocks | TDM Growth Partners
Twelve months ago, TDM published a memo on the macro environment, predicting that the ‘mid-pandemic world of cheap money and crazy valuations’ would end up on the list of macro moments like the tech bubble, global financial crisis and European debt crisis. The memo warned that you can’t just own an amazing business regardless of valuation. Now, twelve months later, TDM have published a follow up memo . And we have one of the memo’s authors, Andy Simon, joining us to discuss it today. Andy Simon is a member of the investment team at TDM Growth Partners. TDM is a private investment firm that was founded in 2004 and has compounded client capital at over 25% per annum for 17 years. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services profession
S6 E476 · Sun, February 27, 2022
Can you hear their fear? CEOs of growth stocks down more than 40% | Quartr Reporting Season
Growth stocks have taken a hammering in the last few months as the NASDAQ is down 15% from its all time high - but more than this, more than a quarter of the stocks on the exchange are down 60% or more. In this episode, we use Quartr to listen in on the earnings calls, and hear directly from some of the CEOs and leaders of these companies that have fallen from their highs. And we answer the question - who seems concerned, and who doesn't sound worried at all. Download Quartr on the App Store or Google Play . Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Quartr Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not
S6 E475 · Thu, February 24, 2022
Bonus: William Studebacker - The future of robotics and automation | ETF Securities
In today’s episode Bryce & Alec are joined by William Studebaker, the President & CIO of ROBO Global, the company that builds the index behind the ETF Securities Global Robotics and Automation ETF (ASX Code: ROBO) Not only will you learn about this exciting thematic, but you'll also grasp a better understanding of the trends and future for robotics in all areas of our life. Kanish Chugh head of distribution at ETF Securities joins the lads to explain how you can access the ROBO ETF. Here at Equity Mates , we wanna get better every year. So each year we have our Community Survey . It's a way for us to better understand who you are, and what content you'd like us to create more of across all our podcast channels to help you on your investing journey. It takes about 15 minutes to complete, and as an incentive for completing the Community Survey , you'll go in the draw to win $500 bucks! For terms and conditions click here Order Get Started Investing on Booktopia or Amazon now. Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, lega
S6 E474 · Wed, February 23, 2022
Expert: Enrique Klix - Launching a SPAC for Aussie tech
There’s been a lot of buzz around SPAC's - why are they so popular? You may have heard the term SPAC, but be unfamiliar with what exactly a SPAC is. In today’s episode Bryce & Alec are joined by Enrique Klix, who is the founder & CEO of Integral Acquisition Corp, a NASDAQ-listed SPAC (NASDAQ: INTE) Discover the mechanics of a SPAC, how these blank cheque companies work. What a SPAC IPO versus a traditional IPO looks like. What key considerations you should research before choosing to go the SPAC route. Here at Equity Mates , we wanna get better every year. So each year we have our Community Survey . It's a way for us to better understand who you are, and what content you'd like us to create more of across all our podcast channels to help you on your investing journey. It takes about 15 minutes to complete, and as an incentive for completing the Community Survey , you'll go in the draw to win $500 bucks! For terms and conditions click here Order Get Started Investing on Booktopia or Amazon now. Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professio
S6 E473 · Sun, February 20, 2022
Industry Deep Dive: Oil - what is the future of this $3.3 trillion industry?
A lot of people wouldn't normally think of investing in the oil industry. Oil plays an integral role in all of our lives ... and in this episode Bryce and Alec help you understand the Oil industry and why companies in this space are experiencing record profits currently. These are some of the smartest executives and best businesspeople in the world. So what are they doing with these excess profits at the moment? Let’s find out ... Here at Equity Mates , we wanna get better every year. So each year we have our Community Survey . It's a way for us to better understand who you are, and what content you'd like us to create more of across all our podcast channels to help you on your investing journey. It takes about 15 minutes to complete, and as an incentive for completing the Community Survey , you'll go in the draw to win $500 bucks! For terms and conditions click here Order Get Started Investing on Booktopia or Amazon now. Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mate
S6 E472 · Thu, February 17, 2022
Bonus: Zach Riaz & Kanish Chugh - The future of megacap tech stocks | ETF Securities
In today’s episode Bryce & Alec are joined by Zach Riaz ( Banyantree Investment Group) & Kanish Chugh (ETF Securities) to discuss FANG+. A weighted ETF with 10 stocks in it, Baidu, Alibaba, Alphabet, Apple, Tesla, Microsoft, Nvidia, Amazon, Meta, Netflix. They break down the meaning of 'equal weighted' and how it differs from 'market cap weighted'. Why would an investor consider FANG+ rather than just buying their favourite of the big tech names? Here at Equity Mates , we wanna get better every year. So each year we have our Community Survey . It's a way for us to better understand who you are, and what content you'd like us to create more of across all our podcast channels to help you on your investing journey. It takes about 15 minutes to complete, and as an incentive for completing the Community Survey , you'll go in the draw to win $500 bucks! For terms and conditions click here Order Get Started Investing on Booktopia or Amazon now. Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The
S6 E471 · Wed, February 16, 2022
Expert: Mark Lamonica - Are we seeing echoes of 2000 in today's market?
In today’s episode Bryce & Alec are joined by Mark Lamonica from Morningstar . They discuss Mark's views on earnings season here on the ASX, and the similarities with the U.S. They look at the broader market and what Mark is seeing during this crazy start to 2022. Then they unpack a few individual companies that have recently been analysed by Morningstar, namely; Newscorp, Ansell and ARB Group. Mark finishes with a very bold and controversial prediction for 2022. Here at Equity Mates , we wanna get better every year. So each year we have our Community Survey . It's a way for us to better understand who you are, and what content you'd like us to create more of across all our podcast channels to help you on your investing journey. It takes about 15 minutes to complete, and as an incentive for completing the Community Survey , you'll go in the draw to win $500 bucks! For terms and conditions click here Order Get Started Investing on Booktopia or Amazon now. Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is
S6 E470 · Sun, February 13, 2022
What to expect when you're expecting (a crash)
In this episode Bryce & Alec ask the question ... Is this the demise of the unprofitable meme/story stocks ? Tesla, Rivian, Virgin Galactic, AMC, GameStop, Robinhood ... they're all off their 2021 highs. The lads discuss why some companies are reporting well, but missing analyst expectations and are getting pumped. Why are some companies beating expectations and continuing to do well? Is this a Dead-Cat-Bounce? Are we seeing what the PermaBears are calling a "Superbubble Crash"? So many questions ... so many answers covered in this episode. Here at Equity Mates , we wanna get better every year. So each year we have our Community Survey . It's a way for us to better understand who you are, and what content you'd like us to create more of across all our podcast channels to help you on your investing journey. It takes about 15 minutes to complete, and as an incentive for completing the Community Survey , you'll go in the draw to win $500 bucks! For terms and conditions click here Order Get Started Investing on Booktopia or Amazon now. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect
S6 E469 · Thu, February 10, 2022
Bonus: Expert: Alex Gold - Demographics is the ultimate megatrend | Fidelity
This episode contains sponsored content by Fidelity Podcast Disclaimer | Fidelity Australia Alex Gold is a portfolio manager of Fidelity Global Demographics Fund, which can be purchased on the ASX - ticker: FDEM Longer lives, More lives and Better lives are structural drivers in the world over the next few decades and Alex provides details around why as an investor you need to be aware for the future. As a growing, and aging population, Alex provides a great lens for investors see the next 30 years. Taking a long term view in demographics behind several megatrends in the world is the main topic for this episode. The book mentioned in this episode - Mindset: The new psychology of success Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth)
S6 E468 · Wed, February 09, 2022
Expert: Nick Griffin & James Tsinidis - Is climate the biggest opportunity since the internet?
Nick Griffin is the founding partner & Chief Investment Officer at Munro Partners. James Tsinidis is a partner & Portfolio Manager at Munro Partners. Together they are here to talk about the investment case for climate. Munro has built a reputation for investing on the forefront of big technological changes. In 2021, global investment in the transition to low-carbon energy broke $500 billion and was more than twice the 2010 total. Between now and 2050, Munro expects over $30 trillion in investment. Is this just a ‘rising tide lifts all boats’ scenario? The boys at Munro think 'not'. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in
S6 E465 · Sun, February 06, 2022
Stock Of The Year 2022 | Ren's shaking in his boots
Is this the year Ren finally breaks his stock of the year hoodoo? Once again, Bryce and Alec present a compelling argument for their stock of the year picks in this episode. One is a company you've almost certainly heard of, and the other almost certainly not! There's a lot on the line... Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclai
S6 E465 · Thu, February 03, 2022
Bonus: Let the games begin! CVE takes on the ASX
Equity Mates Media has partnered with the ASX to deliver content for the ASX Sharemarket Game participants. For those that haven't participated before, The Game gives you an opportunity to learn about the sharemarket and how it works. In this week's episode, Bryce and Alec join Thomas and Adam from Comedian V Economist to discuss how they are going to approach The Game. Visit the ASX website to read the rules and register. Sign up to the Equity Mates league with the League ID: 34788 and the password: EMMedia9 . If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Aust
S6 E464 · Wed, February 02, 2022
Expert: Andrew Brown shares some bold predictions for the year ahead
There’s always some kind of consensus for a calendar year ahead, but what’s surprising in 2022 is the HIGH degree of consensus in what is a very uncertain environment of virus, interest rates, inflation. Pretty much everyone is focused on inflation and the likely impact on interest rates. Andrew Brown is back to give us his view on the investing year ahead and his thoughts on interest rates and inflation in 2022. Andrew's conclusion: focus on earnings growth. Where earnings growth goes, so does the market. Given all the uncertainties, he suspects a tougher environment, and one where stock picking, not 'themes' will be more decisive. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the ex
S6 E463 · Sun, January 30, 2022
We're back (& one of us is engaged)! Bold Predictions for 2022
We are back for 2022! And one of us has a very special announcement... We kick off the year with our traditional episode - sharing our bold predictions for the year ahead. The team are talking Tesla, big mergers and acquisitions, the AFL season, and everything in between. No one is outside the firing line. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more informat
S5 E462 · Wed, January 26, 2022
Making money while the world sleeps - Resmed | Summer Series
Bryce and Alec take a deep dive into Resmed, an Australian company dual-listed on the ASX (RMD) and NYSE (RMD). Resmed is a medical company, producing devices for the treatment of sleep apnea, neuromuscular disease, and other respiratory-related conditions. Resmed has a ~55% share of the global obstructive sleep apnea market, making it an incredibly important business. This summer, Superhero are partnering with Qantas to help you trade to the skies. Winner of Money Magazine’s Best of the Best award for the Cheapest Online Broker, Superhero allows you to invest in companies like Apple, Tesla and Spotify with $0 brokerage on U.S. shares and ETFs AND you can now earn Qantas points with Superhero. Visit superhero.com.au to learn more. Eligibility criteria, terms and conditions, and fees & charges apply. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Superhero. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions yo
S5 E451 · Sun, January 23, 2022
I thought of a way to make a few bucks... - Airbnb | Summer Series
In the penultimate episode of our summer series, Bryce and Alec discuss Airbnb (NASDAQ:ABNB). This company has hosted over 1 billion total guests through their platform, and is bigger than their 3 largest competitors combined. What started as an idea floated by email between its two founders in 2007, as ‘a way to make a few bucks…” is now one of the leading disruptors of the shared economy in 2022. This summer, Superhero are partnering with Qantas to help you trade to the skies. Winner of Money Magazine’s Best of the Best award for the Cheapest Online Broker, Superhero allows you to invest in companies like Apple, Tesla and Spotify with $0 brokerage on U.S. shares and ETFs AND you can now earn Qantas points with Superhero. Visit superhero.com.au to learn more. Eligibility criteria, terms and conditions, and fees & charges apply. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Superhero. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any
S5 E460 · Wed, January 19, 2022
Because Mars is for quitters - Calix w/ CEO Dr Phil Hodgson | Summer Series
We think Calix has the best tagline of all companies, ‘ Because Mars is for quitters.’ Calix provides industrial solutions to address global sustainability challenges, and has developed a kiln that captures CO2. Despite the stock being up around 500% in the last 12 months, the Calix journey might just be getting started. Bryce and Alec are joined by Phil Hodgson, the Managing Director and CEO of Calix (ASX: CXL) for a fascinating conversation. This summer, Superhero are partnering with Qantas to help you trade to the skies. Winner of Money Magazine’s Best of the Best award for the Cheapest Online Broker, Superhero allows you to invest in companies like Apple, Tesla and Spotify with $0 brokerage on U.S. shares and ETFs AND you can now earn Qantas points with Superhero. Visit superhero.com.au to learn more. Eligibility criteria, terms and conditions, and fees & charges apply. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Superhero. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in r
S5 E459 · Sun, January 16, 2022
What is the future of fitness? - Peloton Interactive w/ CM Karen Lawson | Summer Series
One of the most popular New Year's resolutions is to ‘finally get fit’. In this episode, Bryce and Alec take a look at one of the companies that millions will turn to to do just that, the world’s largest interactive fitness platform - Peloton (NASDAQ:PTON). With a community of more than 6.2 million members, Peloton recently took the fitness world by storm, with a monumental shift to on-demand, at-home workouts during Covid lockdowns. The guys are joined in conversation by Peloton’s Australian Country Manager, Karen Lawson. Karen discusses Peloton’s vision and how they plan to fight off competitors as the at-home fitness industry continues to expand. This summer, Superhero are partnering with Qantas to help you trade to the skies. Winner of Money Magazine’s Best of the Best award for the Cheapest Online Broker, Superhero allows you to invest in companies like Apple, Tesla and Spotify with $0 brokerage on U.S. shares and ETFs AND you can now earn Qantas points with Superhero. Visit superhero.com.au to learn more. Eligibility criteria, terms and conditions, and fees & charges apply. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Superhero. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal
S5 E458 · Wed, January 12, 2022
A very boring software company - Atlassian | Summer Series
Bryce and Alec delve into the company that minted two of Australia’s first tech billionaires, Mike Cannon-Brookes and Scott Farquhar. Atlassian Corporation (NASDAQ:TEAM) is a software company that develops collaboration tools for software engineers and project managers. Described as a “very boring software company” by the New York Times, Atlassian’s success story is the exact opposite. Though they’ve become a regular name in investing conversations over the past few years, it can be hard to describe exactly what Atlassian does… By the end of this episode, you’ll be an expert. This summer, Superhero are partnering with Qantas to help you trade to the skies. Winner of Money Magazine’s Best of the Best award for the Cheapest Online Broker, Superhero allows you to invest in companies like Apple, Tesla and Spotify with $0 brokerage on U.S. shares and ETFs AND you can now earn Qantas points with Superhero. Visit superhero.com.au to learn more. Eligibility criteria, terms and conditions, and fees & charges apply. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Superhero. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Aus
S5 E457 · Sun, January 09, 2022
Inside the business of funds management - Perpetual w/ CEO Rob Adams | Summer Series
In today’s episode, Bryce and Alec welcome Rob Adams on to the show, the CEO of one of Australia’s largest wealth managers, Perpetual Limited (ASX:PPT). Prior to being appointed CEO of Perpetual in 2018, Rob built a successful career in finance in Europe and Australia, with roles at Colonial First State, First State Investments, Challenge Financial and Janus Henderson. Rob explains the four business divisions of Perpetual and shares the edge he believes they have over the other 3,700 funds on offer to Australian investors. This summer, Superhero are partnering with Qantas to help you trade to the skies. Winner of Money Magazine’s Best of the Best award for the Cheapest Online Broker, Superhero allows you to invest in companies like Apple, Tesla and Spotify with $0 brokerage on U.S. shares and ETFs AND you can now earn Qantas points with Superhero. Visit superhero.com.au to learn more. Eligibility criteria, terms and conditions, and fees & charges apply. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Superhero. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies o
S5 E456 · Wed, January 05, 2022
Tapping into the $110b tradie economy - HiPages w/ CEO Roby Sharon-Zipser | Summer Series
In this episode Bryce and Alec are joined by Roby Sharon-Zipser, the CEO of Hipages Group (ASX:HPG). Hipages operates in the home improvement industry, and specialises in home improvement advertising services for tradies. The market encompasses services including renovations, repairs and maintenance, new builds and installations. We analyse the business model of Hipages and find out how they have become a go-to destination for the tradie economy. The product video the guys talked about can be seen here . This summer, Superhero are partnering with Qantas to help you trade to the skies. Winner of Money Magazine’s Best of the Best award for the Cheapest Online Broker, Superhero allows you to invest in companies like Apple, Tesla and Spotify with $0 brokerage on U.S. shares and ETFs AND you can now earn Qantas points with Superhero. Visit superhero.com.au to learn more. Eligibility criteria, terms and conditions, and fees & charges apply. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Superhero ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial c
S5 E455 · Sun, January 02, 2022
Is this the future of food? - Beyond Meat | Summer Series
Happy New Year Equity Mates! In this episode, Bryce and Alec dissect Beyond Meat (NASDAQ:BYND), a company aiming to facilitate the shift from traditional meat to plant-based meat. Based in California, Beyond Meat has partnerships with McDonalds, KFC & PizzaHut to sell their products in over 80 countries worldwide. Their plant-based meals emulate chicken, beef, pork, meatball and sausage. Beyond Meat has attracted several heavyweight investors, including Bill Gates and the former CEO of McDonalds, Don Thompson. This summer, Superhero are partnering with Qantas to help you trade to the skies. Winner of Money Magazine’s Best of the Best award for the Cheapest Online Broker, Superhero allows you to invest in companies like Apple, Tesla and Spotify with $0 brokerage on U.S. shares and ETFs AND you can now earn Qantas points with Superhero. Visit superhero.com.au to learn more. Eligibility criteria, terms and conditions, and fees & charges apply. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Superhero. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption a
S5 E454 · Wed, December 29, 2021
The gateway to the Australian dream - REA Group w/ Owen Wilson | Summer Series
We’ve all spent hours trawling through realestate.com.au dreaming of our perfect home, but what’s the company behind this? The answer is REA Group (ASX:REA), the fourth business we’re analysing in our summer series. REA Group was founded in 1995 and has grown to become the 8th largest online brand in Australia. It has been a market darling of the ASX, delivering an eye-popping return of more than 14,000% since listing. Bryce and Alec are joined by CEO Owen Wilson for a fascinating breakdown of the business and their future plans. This summer, Superhero are partnering with Qantas to help you trade to the skies. Winner of Money Magazine’s Best of the Best award for the Cheapest Online Broker, Superhero allows you to invest in companies like Apple, Tesla and Spotify with $0 brokerage on U.S. shares and ETFs AND you can now earn Qantas points with Superhero. Visit superhero.com.au to learn more. Eligibility criteria, terms and conditions, and fees & charges apply. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Superhero. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on
S5 E453 · Sun, December 26, 2021
The world's fastest growing fitness studio - F45 Training | Summer Series
Our summer series of company deep dives continues this week with Bryce and Alec analysing an Australian success story. If you haven’t heard of F45 (NYSE:FXLV), they are a training and fitness community who deliver high-intensity group workouts that run for 45 minutes. Now it’s a globally recognised brand, listed on the New York Stock Exchange in the US, but F45 started with just one studio that opened in the Sydney suburb of Paddington in 2013. This summer, Superhero are partnering with Qantas to help you trade to the skies. Winner of Money Magazine’s Best of the Best award for the Cheapest Online Broker, Superhero allows you to invest in companies like Apple, Tesla and Spotify with $0 brokerage on U.S. shares and ETFs AND you can now earn Qantas points with Superhero. Visit superhero.com.au to learn more. Eligibility criteria, terms and conditions, and fees & charges apply. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Superhero. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any infor
S5 E452 · Wed, December 22, 2021
The index of love - Match Group | Summer Series
If you want to feel the Christmas love, this is the episode is for you. Bryce and Alec take a deep dive into Match Group (NASDAQ:MTCH), the world’s largest provider of online dating services. Their portfolio of apps includes Tinder, Hinge and Match. As over 40% of relationships in the US now start online, this is an industry we’d be cupid to ignore. This summer, Superhero are partnering with Qantas to help you trade to the skies. Winner of Money Magazine’s Best of the Best award for the Cheapest Online Broker, Superhero allows you to trade over 6,000 shares and ETFs with $0 brokerage AND you can now earn Qantas points with Superhero. Visit superhero.com.au/qanta s to learn more. Eligibility criteria, terms and conditions, and fees & charges apply. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Superhero. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website
S5 E451 · Sun, December 19, 2021
A global leader in natural beauty products - BWX w/ CEO David Fenlon | Summer Series
The Summer break has arrived, but we’re not leaving you in the dark. We’re back for another Summer Series, taking a deep dive into 12 companies across Australia and the US which have been popular with our community. In this episode Bryce and Alec are taking a deep dive into BWX Limited (ASX:BWX) and are joined by their CEO Dave Fenlon. BWX Ltd is in the beauty and personal care industry, providing skin, hair and body products in Australia and internationally. Dave talks about their recent acquisition of Go-To and their plan for the business moving forward. This summer, Superhero are partnering with Qantas to help you trade to the skies. Winner of Money Magazine’s Best of the Best award for the Cheapest Online Broker, Superhero allows you to trade over 6,000 shares and ETFs with $0 brokerage AND you can now earn Qantas points with Superhero. Visit superhero.com.au/qantas to learn more. Eligibility criteria, terms and conditions, and fees & charges apply. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. This episode contained sponsored content from Superhero. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Inve
S5 E450 · Wed, December 15, 2021
Expert: Andrew Brown - Wrap of 2021 and Review of Bold Predictions
One of our fav and regular guests at Equity Mates, Andrew Brown is back to wrap up the year. Andrew discusses his bold predictions as well as explaining why valuation still matters. Andrew has some great lessons on valuation with some stunning examples. He also gives us his view looking ahead into 2022. As mentioned ... here is TDM’s Case Study on Peloton . Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the
Bonus · Sun, December 12, 2021
Bryce & Alec chat 2021 Bold Predictions & Stock of the Year
In this episode, the last chat for the year between Bryce & Alec. The lads announce the winner of their stock pick of the year. They discuss all the bold predictions they made at the beginning of the year, and how they shaped up. Then finally we go to the Equity Mates facebook group and talk through some of your bold predictions for 2021, and how they turned out now that we are in the final weeks of the year. A reminder that our Summer Series kicks off on Monday the 20th December and runs all Summer long. Deep dives on some amazing companies that include interviews with CEO's. On behalf of the Equity Mates team, thank YOU for your support in 2021, and thank you for listening in each week. Order Get Started Investing on Booktopia or Amazon now. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S5 E448 · Wed, December 08, 2021
Expert: Andrew Pridham - Lessons from the man who became Managing Director of UBS by 28
Andrew Pridham AO is the co-founder of Moelis & Company, where he currently serves as the Vice Chairman and was previously the Chief Executive Officer. Andrew was previously Managing Director and Head of Investment Banking, Australasia at UBS . He was appointed Managing Director at 28. He spent years working in London and Singapore as global head of real estate at UBS before returning to Australia in retirement aged 34. He then founded a boutique investment banking business called First Provident. In 2004 JP Morgan acquired First Provident and Pridham was appointed as its Head of Investment Banking and later Executive Chairman. In 2009 he left to establish the Australian arm of US Investment Bank Moelis & Company. Moelis & Company Australia is a 50/50 joint venture where Australian executives, including Pridham, own 50% of the business. Upon his return to Australia in 2004, he was appointed to the board of the Sydney Swans. In 2013 he was appointed Chair. In his first season as Chair, the Sydney Swans finished minor Premiers. This is a fascinating chat with a fascinating man. Order Get Started Investing on Booktopia or Amazon now. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode is brought to you by Sohn Hearts & Minds Investment Leaders Conference . Tickets are $500 but Equity Mates have 50 tickets at 20% off. Click here and enter the discount code: equitymates Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media
S5 E477 · Sun, December 05, 2021
Ren makes a (not so) bold prediction & Speccy returns
In this week's chat, Alec makes a very bold prediction involving Apple. Bryce and Alec go head-to-head on Woolies and Wesfarmers and the on market offer for API. The lads try to get their heads around crypto NFT property and land purchases, yep, you can now purchase land in the metaverse ... Speccy McGee gives us an update on how the rocket emoji indicator has gone over the last 12 months. The finalists for our Equity Mates awards have been announced, we've got 5 finalists for each category ... head to our socials to cast your vote before this Thursday December 9. Order Get Started Investing on Booktopia or Amazon now. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S5 E446 · Wed, December 01, 2021
Expert: Eleanor Swanson - Australian Small Companies returning massive growth
Eleanor Swanson is the founding partner at Firetrail, a boutique investment manager specialising in high conviction equity investing. In this episode, Eleanor breaks down the Aussie small-cap landscape and shares some of the best companies that she's come across during her time in the markets. Eleanor is presenting at this year’s Sohn Hearts & Minds Investment Leaders Conference , which is now in its 6th year. The conference has 12 local and international fund managers pitching their highest conviction stocks. Keynote speakers this year include, Charlie Munger Berkshire Hathaway and MIT Institute Professor Robert Langer, Co-Founder Moderna. The associated listed investment company, Hearts & Minds Investments Limited (ASX: HM1), invests in a portfolio of high conviction stocks including those pitched at the conference. In lieu of management fees, HM1 donates 1.5% of its NTA to Australian medical research each year. All conference proceeds are donated to Australian medical research. Tickets are $500 but Equity Mates have 50 tickets at 20% off. Click here and enter the discount code: equitymates Order Get Started Investing on Booktopia or Amazon now. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode is brought to you by Sohn Hearts & Minds Investment Leaders Conference . Tickets are $500 but Equity Mates have 50 tickets at 20% off. Click here and enter the discount code: equitymates Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity
S5 E445 · Sun, November 28, 2021
Square, PayPal, Spotify, Peloton: Has a bubble burst without us realising?
A bubble has burst, has anyone noticed? Bryce and Alec talk through the current manscape ... sorry, that should be 'landscape'. From unprofitable tech stocks ... to inflation concerns ... to Web3 and joining a DAO ... to SPACs that focus below a mans belt. It wouldn't be a chat with the boys without them mentioning "Crypto", and Alec has an interesting theory on the scene of Crypto at the moment. The inaugural Equity Mates Awards are coming. In this episode Bryce and Alec explain all about this new and exciting awards ceremony, click here to cast your vote . We're calling on you, our Equity Mates community to help recognise some amazing people, so please get involved! Entries close next week. Also, Equity Mates want to help your team kick some goals! We'd love to sponsor your team by covering your registration cost, and providing you with team uniforms. 5 teams from across Australia will be chosen. Click here to enter. This year’s Sohn Hearts & Minds Investment Leaders Conference has 12 local and international fund managers pitching their highest conviction stocks. Tickets are $500 but Equity Mates have 50 tickets at 20% off. Click here and enter the discount code: equitymates Order Get Started Investing on Booktopia or Amazon now. Visit this page if you love everything Equity Mates and want to support our work. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice.
S5 E444 · Wed, November 24, 2021
Expert: Yen Liow - Honestly, everyone MUST listen to this
Yen Liow is the Managing Partner at Aravt Global LLC. He is presenting at this year’s Sohn Hearts & Minds Investment Leaders Conference, which is now in its 6th year. The conference has 12 local and international fund managers pitching their highest conviction stocks. Keynote speakers this year include, Charlie Munger Berkshire Hathaway and MIT Institute Professor Robert Langer, Co-Founder Moderna. The associated listed investment company, Hearts & Minds Investments Limited (ASX: HM1), invests in a portfolio of high conviction stocks including those pitched at the conference. In lieu of management fees, HM1 donates 1.5% of its NTA to Australian medical research each year. All conference proceeds are donated to Australian medical research. Tickets are $500 but Equity Mates have 50 tickets at 20% off. Click here and enter the discount code: equitymates Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian fi
S5 E442 · Wed, November 24, 2021
Expert: Velislava Dimitrova - Investing in Sustainable Resources | Fidelity
This episode contains sponsored content by Fidelity Podcast Disclaimer | Fidelity Australia We all understand the importance of better resource use. As investors, why is this a good thematic to be exposed to? Velislava Dimitrova is the lead portfolio manager of Fidelity Sustainable Water & Waste fund. In this episode Bryce and Alec discuss Sustainable Water and Waste - and ask, what does this mean? And what are some of the companies or themes the fund invests in? Together they talk about the concept of a circular economy. What is it? What are some of the important trends or emerging technologies we should be aware of in the waste management industry? Are there any companies that are driving the industry forward? Order Get Started Investing on Booktopia or Amazon now. And visit this page if you love everything Equity Mates and want to support our work. Want more Equity Mates? Come to our website . In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. This episode and any related technology and information is not issued by FIL Investment Management (Australia) Limited (Fidelity) and to the maximum extent permitted by law neither Fidelity nor any of its related bodies or associates guarantee or warrant the accuracy, reliability, currency or completeness of the episode and are not responsible for the episode or liable to any person in contract, negligence or otherwise for any loss or damage arising directly or indirectly from any reliance on the episode. Reference to individual companies is for illustration purposes only and does not constitute a recommendation to buy or sell these securities, or indicate that they are held in the fund. Reference to individual companies is based on internal classification at a point in time and will change over time and in different market conditions. Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal
S5 E443 · Sun, November 21, 2021
Bryce convinces Ren about the future of the internet, Web3
There’s a lot of hype about Web3 at the moment. Bryce heard some a quote that said, “learning Web3 today is like buying Bitcoin at $10”. It could also be the greatest wealth creating opportunity we’ve seen. So in today's episode Alec throws Bryce the challenge of selling him on the opportunities of this new frontier. They'll walk through what the progression from Web1 to our current state looks like, why there's a whole lot of noise being made in the industry, and the use cases for this new technology. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisi
S5 E441 · Sun, November 14, 2021
Boomtown - Airbnb, Rivian, Roblox and Crypto
The inaugural Equity Mates Awards are coming. In this episode Bryce and Alec explain all about this new and exciting awards ceremony, click here to cast your vote . We're calling on you, our Equity Mates community to help recognise some amazing people, so please get involved! Then the guys do a quick portfolio update, and talk about Airbnb, Afterpay, Roblox, Russell 2000 ETF and Rivian. The lads close out with a quick chat about crypto with Tracey, COO of Bamboo, and the host of our latest EM podcast: Crypto Curious. Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, leg
S5 E440 · Thu, November 11, 2021
ASX week: Alison Savas - Two winners from decarbonisation
In this episode, Bryce and Alec chat to Alison Savas - Antipodes’ Client Portfolio Manager. Alison has almost two decades of experience in the investment management industry, working for leading managers in Australia and Singapore. Antipodes have an active-ETF listed on the ASX, ticker code AGX1. In this conversation they talk about decarbonisation, get Alison's thoughts on what is happening internationally in this thematic, and then Alison talks about two specific stocks in greater detail. To learn more about ASX Investor Week On Demand, and watch all the presentations and information on demand, visit asx.com.au/investor-day . Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from the ASX. Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional fina
S5 E439 · Wed, November 10, 2021
ASX week: Chris Demasi - Private equity, Public markets
In this episode, Bryce and Alec talk to Chris Demasi, the co-founder and portfolio manager of Montaka Global Investments. Montaka run two ASX-listed funds Montaka Global Long Only Equities Fund (ASX: MOGL) and Montaka Global Extension Fund (ASX: MKAX). Chris talks to Alec and Bryce about how he defines private markets, the opportunity set they present, and then how we as retail investors can access these opportunities through the ASX. To learn more about ASX Investor Week On Demand, and watch all the presentations and information on demand, visit asx.com.au/investor-day . Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from the ASX Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. Th
S5 E438 · Tue, November 09, 2021
ASX week: Eu-Jene Teng - Investing in EV's without buying Tesla
In this episode, Bryce and Alec speak to Eu-Jene Teng, a Client Portfolio Manager at Martin Currie Investment Management, a part of Franklin Templeton. A group that manages $2.1 trillion and is the 6th largest asset manager in the world. In this conversation they look at the opportunities arising in emerging markets, take a deep dive into the world of electric vehicles, and discover why Eu-Jene believes ignoring this sector is akin to boxing with one hand tied behind your back. To learn more about ASX Investor Week On Demand, and watch all the presentations and information on demand, visit asx.com.au/investor-day . Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. This episode contained sponsored content from the ASX Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or
S5 E437 · Mon, November 08, 2021
ASX week: Adam Dawes - Buy, Hold, Sell
In this episode we welcome back one of our favourite guests - Adam Dawes - the Senior Investment Advisor at Shaw & Partners. As Alec says, 'if you're going to do a Buy, Hold, Sell episode, there's one guy to do it'. The guys went out to the Equity Mates community, and ask Adam to give his opinion on whether he'd 'buy' or 'sell' stocks that you've asked to be reviewed. After going through the stocks by industry, Bryce and Alec challenge Adam with a Small Cap speed round for fun at the end! To learn more about ASX Investor Week On Demand, and watch all the presentations and information on demand, visit asx.com.au/investor-day. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from the ASX Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional fina
S5 E436 · Sun, November 07, 2021
ASX week: Anthony Doyle - Is this time *actually* different?
It’s ASX Week! In today’s episode, Bryce and Alec talk to Anthony Doyle, who has over 17 years’ experience in global financial markets, working for some of the largest investment management firms in Australia, Europe, and the United Kingdom. In this chat, he expands on his ASX presentation, where he explains how the Post-Covid market is different to the Post-GFC market, and the effects of different policy settings as Australia reopens. To learn more about ASX Investor Week On Demand, and watch all the presentations and information on demand, visit asx.com.au/investor-day . Order the Get Started Investing book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. **** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. **** This episode contained sponsored content from Fidelity. This episode and any related technology and information (Promotion) is not issued by FIL Investment Management (Australia) Limited (Fidelity) and to the maximum extent permitted by law neither Fidelity nor any of its related bodies or associates guarantee or warrant the accuracy, reliability, currency or completeness of the Promotion and are not responsible for the Promotion or liable to any person in contract, negligence or otherwise for any loss or damage arising directly or indirectly from any reliance on the Promotion. **** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal
Bonus · Fri, November 05, 2021
Bonus: Sharing some unbelievable investing stories w/ Speccy Magee | Furphy
In this very special bonus episode, Alec and Bryce are joined by none other than - Speccy Magee! Together they swap tall stories, and challenge each other to guess the fictional tales, from the real ones... This episode is brought to you by Furphy . Crack One. Tell One. For Over 18's only. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Furphy. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (C
S5 E434 · Wed, November 03, 2021
Expert: Beeneet Kothari - Why we're still early on China and Crypto
Beeneet Kothari is the Managing Partner and Principal Portfolio Manager of Tekne Capital Manager, a global fund manager he founded in 2012. Beeneet is part of this year’s Sohn Hearts & Minds Investment Leaders Conference, which is now in its 6th year. If you haven't heard of Sohn Hearts and Minds before, the conference is one EM's favourite events in the investing calendar, where 12 local and international fund managers pitch their highest conviction stocks. This year, the conference moves online, and the headliner is Charlie Munger, from Berkshire Hathaway. As Bryce says, 'you can't really get much bigger than that'. The associated listed investment company, Hearts & Minds Investments Limited (ASX: HM1), invests in a portfolio of high conviction stocks including those pitched at the conference. In lieu of management fees, HM1 donates 1.5% of its NTA to Australian medical research each year. All conference proceeds are donated to Australian medical research. Tickets are $500 but we're lucky enough to offer 50 tickets to our Equity Mates community at 20% off - so only $400. Click here , and use the code: equitymates If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. This episode contained sponsored content from Sohn Hearts and Minds. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence
S5 E433 · Sun, October 31, 2021
The Berkshire Hathaway of software companies
Bryce and Alec are back today with a conversation around SPAC City ... including We Work, and the Trump SPAC which is up by as much as 1,657% since the deal was announced. Then Alec pitches the Berkshire Hathaway of software. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professio
S5 E432 · Wed, October 27, 2021
Expert: Mary Manning - 3 stocks to watch as the world embraces renewables
Mary Manning is PM at Alphinity Investment Management, managing the Alphinity Global Fund and Global Sustainable Fund. Mary was previously the Portfolio Manager for the Asia strategies at Ellerston Capital in Sydney where she worked from 2012 to 2021. Prior to that she was an analyst at Oaktree Capital where she covered the Financials sector in Emerging Markets, and before that Mary worked as an analyst at Soros Funds Management in New York and she started her career as an investment banker at Citi, where she worked in New York, Moscow and London. Today, we’re going to discuss the energy transition, and the investment opportunity of decarbonisation. InStyle solar are offering the Equity Mates community 10% off a new solar system. To book a personalised solar consultation with Instyle Solar’s experts to start, click here . Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. This episode contained sponsored content from InStyle Solar. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure
S5 E431 · Sun, October 24, 2021
Industry Deep Dive: Solar - The world's cheapest renewable energy
Today, we’re going to discuss the energy transition and the investment opportunity of decarbonisation, with a focus on the solar industry. This episode is proudly sponsored by Instyle Solar, one of the largest solar companies in Australia, and a Clean Energy Council-approved retailer. Not only is solar a clean energy solution, but there are plenty of financial benefits as well, some of which we’ll touch on later in this episode. So, own, don’t rent your power. Instyle Solar are offering the Equity Mates community 10% off a new solar system. Book a personalised solar consultation with Instyle Solar’s experts to start - head to instylesolar.com/mates . ***** Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from Instyle Solar. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financia
S5 E430 · Wed, October 20, 2021
Expert: The Search for Generational Businesses | Fidelity Global Future Leaders
This episode contains sponsored content by Fidelity Podcast Disclaimer | Fidelity Australia James Abela & Maroun Younes are the co-portfolio managers of Fidelity’s Global Future Leaders fund. Today we’re going to talk about how they broadly construct a portfolio, then look at the specific individual stocks that they hold, and close out with our final three questions we ask every guest. You can check out the top 10 holdings from the fund here , and the guys also write a quarterly ‘From the Desk of’ which listeners can subscribe to on the fund page . **** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. **** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. **** Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S5 E429 · Sun, October 17, 2021
Who are the winners in the payments wars? | ETF Securities
ETF Securities have recently released a new ETF tracking the global FinTech industry with significant exposure to blockchain technology, decentralised finance, digital payments and peer-to-peer lending - ETFS Fintech & Blockchain ETF (Exchange Code: FTEC). Alec and Bryce talk to Chris Titley, who's a stockbroker at Morgans Financial, and has a passion for this industry of emerging fintechs, digital banks and payments companies. Then they talk to Kanish Chugh, the Head of Distribution at ETF Securities Australia, about the rationale for creating an ETF that tracks this space, and the importance for retail investors to be exposed to this new disruptive technology. Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** This episode contained sponsored content from ETF Securities In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. <
S5 E428 · Wed, October 13, 2021
Kelly Bayer Rosmarin - Is 5G all it's cracked up to be? | Optus
Kelly Bayer Rosmarin was appointed CEO of Optus and Consumer Australia on 1 April 2020. Prior to joining Optus, Kelly spent 14 years with Commonwealth Bank of Australia (CBA) where she held several senior positions. Alec and Bryce talk to her about Optus’ future, how Covid and its restrictions have impacted the business, the competitive challenges of the telecommunications industry and her thoughts on leadership and workplace culture. Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any i
S5 E427 · Sun, October 10, 2021
Australia's generational energy opportunity | ETF Securities
In this episode Bryce and Alec talk to Dr Fiona Simon, the CEO of the Australian Hydrogen Council, the peak body for Australia’s hydrogen industry with members from across the hydrogen value chain. They talk about Australia's unique opportunity with hydrogen, and the future of the industry. Then they chat to Kanish Chung, from ETF Securities about their recently released ETF tracking the global hydrogen industry - ETFS Hydrogen ETF (ASX Code: HGEN). HGEN provides exposure to hydrogen economy including fuel cells, electrolysers, refuelling stations and green hydrogen. Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** This episode contained sponsored content from ETF Securities ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your pe
S5 E426 · Fri, October 08, 2021
Expert: Mark Carnegie - The Opportunity in Ethereum
Mark has more than 30 years of experience as an entrepreneur, investor and corporate adviser in New York, London and Sydney. He co-founded leading Australian boutique corporate advisory, venture capital and private equity firm Carnegie, Wylie & Co with John Wylie in 2000. In August 2007, Carnegie Wylie was acquired by leading Wall Street bank Lazard Inc. Mark then went on to found M.H. Carnegie & Co, managing more than $900 million on behalf of institutional, wholesale and high net worth clients. As a corporate adviser, Mark has advised Qantas and Coles Myer on general strategic matters, Westfield on its $22 billion merger and Qantas on its JetStarAsia start-up in Singapore. Mark holds a BA from Oxford University and a BSc (Hons) from Melbourne University. He is a former Treasurer of the Oxford Union. Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as
S5 E425 · Wed, October 06, 2021
Expert: Lawrence Lam - Investing in Founder-Led Businesses
Bryce & Alec interview Lawrence Lam, Managing Director & Founder of Lumenary Investment Management. Lawrence runs a global equities strategy focused exclusively on founder-led companies. The fund invests in founders who own and run their companies, consisting of 10-20 founder-led companies, with an emphasis on emerging products and services. For listeners who want to keep in touch with Lumenary, visit their website . Lawrence publishes newsletters sharing interesting founder-led companies he comes across. Subscribe here . Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast ar
S5 E424 · Sun, October 03, 2021
Carbon capture, Google & Facebook's ad duopoly and where are Bryce and Alec investing?
Today Bryce and Alec take another look at what's happening at Woolies, Facebook and Google breaking up the ad duopoly, and the World’s biggest plant to pull CO2 from the air. Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more informat
S5 E423 · Wed, September 29, 2021
Expert: Paul Wilson - Finding Australia's best tech businesses | Bailador
Paul is the co-founder and partner at Bailador Technology Investments (ASX: BTI). Bailador specialises in investing expansion capital in fast-growing Australian businesses. In today’s conversation, we’re going to look at the Bailador Portfolio, take a closer look at two specific case studies and then pick his brain, for his thoughts on Australia’s vibrant and successful start up scene. Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making
S5 E421 · Sun, September 26, 2021
Woolworths' buyback, Evergrande's debt and expert's stocks for the next 5 years
It's another chat episode! You've been talking non stop about the Woolworths buyback in the Facebook Discussion group, so Alec and Bryce give you the 101 on what's going on. Then the guys do a deep dive on Evergrande, break down the facts about the latest SPAC merger: $DNA, and compare their notes about a recent article on Livewire: 13 stock picks for the next five years . Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. **** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available un
S5 E420 · Wed, September 22, 2021
CEO: Darren Steinberg - The Ultimate Australian Portfolio - $42.5bn in Property | Dexus
Darren Steinberg is the CEO of Dexus and an Executive Director of Dexus Funds Management Limited. Dexus is an Australian Real Estate Investment Trust managing an Australian property portfolio valued at $42.5 billion. Darren has over thirty years' experience in the property and funds management industry with an extensive background in office, industrial and retail property investment and development. Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making a
S5 E419 · Sun, September 19, 2021
'Dude, where's my parcel?' and Ren takes on Cathie Wood...
Have you bought the Get Started Investing book? If you have, thank you! But the real question is... has it arrived yet? Cause chances are, probably not... Aside from it being endlessly frustrating that Australia Post is being so slow, Bryce and Alec talk about how your online shopping order not arriving for a couple of days (which feels like a first world problem) is actually symptomatic of a larger issue, with freight earnings climbing to their highest peak since 2008. They talk about whether this is going to effect inflation, and what impact it will have on your investing. The guys also talk about the downfall of the hedge fund heroes, Facebook’s obsession with the Metaverse, and Ren takes on Cathie Wood’s Bitcoin thesis… You can find the article about the Metaverse by Matthew Ball here . Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to informat
S5 E418 · Wed, September 15, 2021
CEO: Ruslan Kogan - Growing From $0 to $1b in Annual Sales | Kogan.com
This episode, Bryce and Alec are joined by the CEO of Kogan, Ruslan Kogan. As well as being the CEO and founder, Ruslan is a serial entrepreneur, and together they have a great chat about the founding story of Kogan, the numerous and varied verticals the company operates in, and the effect of covid on e-retailers. Bryce and Alec pose many of the questions gathered from our Equity Mates community, and also discuss the future of Kogan, and what success would look like to him. Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corpora
S5 E417 · Sun, September 12, 2021
Expert: Are Semiconductors the Picks & Shovels Play for the Tech Industry? | ETF Securities
If you think about industries that are hot in 2021, it’s hard to go past the world of semiconductors. Bryce and Alec aren’t experts, but the brilliance of hosting Equity Mates means they can invite experts to explain this fascinating world to all of us, so we might understand it, and the investing opportunities a little bit better! First they welcome Patrick Penfield - a Professor of Supply Chain Practice at Syracuse University, Whitman School of Management - to talk about the basics of semiconductors, the changing landscape, the current supply crunch and what he thinks the future of the industry will look like. And then they chat to Kanish Chugh from ETF Securities, to chat about their brand new ETF - ASX:SEMI - which provides exposure to 30 leading microchip makers and designers from across the globe. This episode contained sponsored content from ETF Securities. ETF Securities is the independent champion of specialist ETF solutions. Their innovation-led ETFs provide investors access to thematic, regional and sector based equities, as well as commodities like gold. ETF Securities is broadening their product range with the launch of three new megatrend ETFs including the ETFS Semiconductor ETF (ASX Code: SEMI). SEMI provides exposure to 30 leading microchip makers and designers from across the globe. Head to ETF Securities to learn more about the new funds. Pre order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Yo
S5 E416 · Wed, September 08, 2021
CEO: Zlatko Todorcevski - Turning Boral around amidst Seven Group's takeover | Boral (ASX: BLD)
Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Ac
S5 E415 · Sun, September 05, 2021
Speccy Magee returns & a deep dive on two small caps: Atomos and Family Zone
Lots happening this episode! First Alec and Bryce chat about what they've been reading and looking at in the last few months. Then they're given a visit by Speccy Magee, who drops in with his latest pitch, and finally, they welcome our newest hosts - Felicity and Candice to the show, who pitch two small caps - Atomos and Family Zone. A taste of what to expect in our newest podcast, Talk Money To Me. FYI: Alec's book choices are - Kochland and The Hard Thing About Hard Things . Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and e
S5 E414 · Wed, September 01, 2021
CEO Series: Vic Jokovic on transforming the Australian investment market | Chi-X Australia
In this episode, Bryce and Alec talk to Vic Jokovic. Vic is the CEO of Chi-X Australia, a securities and derivatives exchange looking to disrupt the Australian investment market. Prior to joining Chi-X in 2018, Vic spent 26 years at Deutsche Bank finishing as Managing Director. In this conversation they talk about how the Australian market benefits from the competition of a second exchange option, the innovations Chi-X has introduced for consumers, and the implications of CBOE Global Markets acquiring the company. Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. ***** Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exem
S5 E413 · Sun, August 29, 2021
Expert Investor: Graham Tuckwell - a pioneer of the ETF revolution
This episode, Bryce and Alec talk to Graham Tuckwell, the founder and chairman of ETF Securities, an investment firm focused on exchange traded funds. Graham was an early pioneer of exchange-traded commodities and launched the first product globally, the ETF GOLD. Now a noted philanthropist, Graham’s name may be familiar to those studying at ANU as he endowed the Tuckwell Scholarship, one of the most prestigious undergraduate scholarships in Australia. Pre order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get 5 free trades if you plan to use the broker SelfWealth Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit<a hr
S5 E412 · Wed, August 25, 2021
CEO: Don Meij - From Delivering Pizzas to Leading a Global Pizza Business | Domino's (ASX: DMP)
Today, Bryce and Alec talk to someone who successfully climbed the entire corporate ladder. Don Meij has worked at Dominos for 3 decades, having started as a delivery driver in 1987, and working his way up to become CEO and Managing Director of Domino’s Pizza Enterprises - where he oversaw an ASX listing in 2005, and an international expansion throughout the 2010s. Domino’s now enjoys a network of over 2800 stores in 10 countries, and is a true Australian success story. He's one of Australia’s great entrepreneurs and during this episode we get stuck into the conversation about the story to date, the technological developments of the company, and his approach to people and culture, as well as his answer to some of your community questions. Pre order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get 5 free trades if you plan to use the broker<a href="https://secure.selfwealth.com.au/Re
S5 E410 · Sun, August 22, 2021
Australian Reporting Season Wrap | Atlassian, Telstra, Coles, REA Group, Goodman Group
It's the third of our Equity Mates Quartr specials, where we listen to the earnings calls of companies that interest us. Using the app Quartr, we've been taking out the best bits and talking about what it means. Because for a long time now we’ve had a gripe with earnings calls. Why? They’re at inconvenient times, and they’re hard to find and listen to on demand. But, they’re such a rich source of information for retail investors. This episode we hear from Atlassian, Telstra, REA Group, Coles and Goodman Group Pre order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get 5 free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our<a href="https://equitymates.com/
S5 E410 · Wed, August 18, 2021
Expert Investor: Claude Walker | Assessing Management & Analysing Small Caps
Bryce and Alec talk to a guest who's an expert in a range of thematics that are frequently talked about in the Equity Mates community, so we’re hoping it’s going to be a really valuable conversation. The guys are joined by Claude Walker, who's the founder of A Rich Life and writes the Ethical Equities column for this publication. Claude specialises in assessing the efficiency and health of management teams, and scouring smaller, unloved and ignored micro-caps because, as Claude himself has said: ‘the market is much less efficient at the small end.’ They take a deep dive into these questions during their conversation, and look at some of the small caps Claude himself has a close eye on at the moment. Pre order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get 5 free trades if you plan to use the broker<a href="https://secure.selfwealth.com.au/Registration/Plan/5/yd26L" rel="noopener no
S5 E409 · Sun, August 15, 2021
EU Reporting Season Wrap | Hearing from the CEOs of Europe's biggest companies
Equity Mates is all about making markets accessible. For a long time now we’ve had a gripe with earnings calls. Why? They’re at inconvenient times, and they’re hard to find and listen to on demand. Last week Bryce and Alec made a deep dive on the US Tech Giants, but this week they turn their ears to Europe, and eavesdrop on some of the biggest companies you've never heard of (and some you definitely have) during their reporting season. This episode is proudly supported by Quartr . Visit the free app - www.quartr.se So, who are we looking at today? These are the companies on the watchlist: Spotify Technology SA (NYSE: SPOT) - Sweden Volkswagen Group (ETR: VOW3) - Germany ASML Holding NV (NASDAQ: ASML) - Netherlands Evolution AB (STO: EVO) - Sweden Pre order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our<a href="https://swyftx.com.au/?ref=bryceleske&promoRef=equity15" rel="n
S5 E408 · Fri, August 13, 2021
Become a Superhero | Take control of yours
The purpose of this episode is to really encourage you, no matter what approach you take, to think more about your super. Much like investing generally, there is no perfect way to manage your super. The important thing is that you think about it and make an informed decision. After all, you start getting super the moment you start working, so paying attention to it early will have serious benefits over the long-term. Bryce and Alec look at some of the stats that surprise them, think about how they might optimise their own super, passive fees that might be eating away at your capacity to earn serious money, and take a look at the offering from today's sponsor - Superhero. This episode was brought to you by Superhero Super 1 in 3 under 45 rarely or never check their superannuation, even though for many of us it will be the largest asset we will have outside of our own home. This is a statistic that Superhero is determined to change. Superhero Super offers customers the ability to choose how their super is invested, without the need for an SMSF. With Superhero, you can invest up to 75% of your super directly in ASX 300 shares and ETFs. Are you passionate about climate change and renewable energy? Cloud computing, battery technology or Ecommerce? For those who want control and transparency over their superannuation, Superhero allows you to create your portfolio in the palm of your hand and manage your investments alongside your regular investing portfolio. Invest in what you’re invested in with Superhero Super. For more information, click here . ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary,
S5 E407 · Wed, August 11, 2021
CEO Series: John Guscic - Steering Webjet Through COVID
On this episode, Bryce and Alec talk to John Guscic, the Managing Director of Webjet. But before that, John was previously Managing Director, Asia Pacific for GTA and formerly Managing Director, of the Travelport Business Group, Pacific region. Based in Tokyo, Japan, he was responsible for the Galileo and GTA brands in Australia, New Zealand, Japan, Korea and Indonesia. Previous to that John was Managing Director, Galileo South Pacific and Flairview Travel. They talk to him about company culture, the effects of the pandemic, and the future - goals for Webjet in a post-pandemic world and beyond. Pre order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get 5 free trades if you plan to use the broker SelfWealth Make sure you don't miss anythi
Bonus · Wed, August 11, 2021
Bonus: ATO Assistant Commissioner Tim Loh on why 'it's not a game of hide and seek'
In this special bonus episode, Bryce and Alec talk to Tim Loh, Assistant Commissioner - Individuals and Intermediaries at the Australian Taxation Office. Tim talks us about what Equity Mates community should know about the tax implications of investing in cryptocurrency, and common tax mistakes made by investors so we can avoid them. Remember, don't take financial advice from a podcast! See a professional! Pre order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get 5 free trades if you plan to use the broker SelfWealth Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit<a href="https://equitymates.com/suppor
S5 E405 · Sun, August 08, 2021
US Reporting Season Wrap-up | Hearing direct from the tech giant CEOs
The US Reporting season is well and truly upon us, and all the big tech companies are holding their earnings calls. Despite being such a rich source of information for retail investors, earnings calls have been hard for the average person to access - they’re hard to find, and often at really unfortunate times. Thankfully, Quartr has solved this problem, and now allows the average investor to eavesdrop on these huge earnings calls. In today’s episode they cover four of the big US tech companies - hearing from Twitter, Facebook, Snap, and Square (who talks about their very important APT acquisition). This episode has been proudly sponsored by Quartr. Find out more at www.quartr.se Pre order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypt
S5 E404 · Fri, August 06, 2021
It’s time Australians wake up to their super | John Winters, Superhero
As part of our Super Saturdays series, Alec and Bryce sit down with John Winters - the CEO and Co-founder of Superhero. John is super passionate about the superannuation space, and he talks to Alec and Bryce about why that is, the low engagement Australians have with their super, and how he thinks Superhero's new product can radically change this. The statistics show that John isn't wrong - 17% of Australians do not know what type of fund their superannuation is with! So give this a listen, and help us give you the tools to wake up, and feel like you can take more control of your super. Pre order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . This episode was brought to you by Superhero Super 1 in 3 under 45 rarely or never check their superannuation, even though for many of us it will be the largest asset we will have outside of our own home. This is a statistic that Superhero is determined to change. Superhero Super offers customers the ability to choose how their super is invested, without the need for an SMSF. With Superhero, you can invest up to 75% of your super directly in ASX 300 shares and ETFs. Are you passionate about climate change and renewable energy? Cloud computing, battery technology or Ecommerce? For those who want control and transparency over their superannuation, Superhero allows you to create your portfolio in the palm of your hand and manage your investments alongside your regular investing portfolio. Invest in what you’re invested in with Superhero Super. For more information, click here . ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended
S5 E403 · Wed, August 04, 2021
Expert Investor: Elise Kennedy on who is winning BNPL & Aussie Tech | Jarden
In this episode, Alec and Bryce are joined by Elise Kennedy. Elise is Vice President of Equity Research at Jarden and leads the Australian Research team covering technology and the internet. She has over 10 years experience in financial markets, including 7 years at Morgan Stanley covering Telecommunication, Media, Technology and Gaming. Elise summarises Australia’s listed tech sector, and they continue the overrated v underrated game with Australia's answer to FAANG stocks - the WAAAX stocks. Then they have a look at some of the ‘older’ Australian tech companies - Webjet, REA, Seek, Carsales - and talk about whether she thinks there are still opportunities to be found. Pre order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get 5 free trades if you plan to use the broker
S5 E402 · Sun, August 01, 2021
CEO Series: Larry Diamond - Retail Investor Earnings Call (first ever!) | Zip Co (ASX: Z1P)
Here at Equity Mates, it's no secret that our goal is to make markets accessible and to give companies the opportunity to speak directly to retail investors. For way too long direct contact has been difficult for retail investors to get access to, so it's why we decided to launch this new series - Retail Investor earnings call - where instead of analysts, we have retail investors asking the questions to the companies we know and love! Our first guest for this series is a long-term friend and previous guest of the show - Larry Diamond. Larry is the CEO and co-founder of Zip (ASX: Z1P), and in this conversation Bryce and Alec ask him the questions you helped put together - in our Equity Mates Facebook Discussion Group. Listen to his previous episode here . Pre order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our<a href="https://swyftx.com.au/?ref=bryceleske&promoRef=equity15" rel="noopener noreferrer" target=
Bonus · Fri, July 30, 2021
This is Super Important | Welcome to Super Saturdays
Welcome to Super Saturdays - an Equity Mates Media series on superannuation, proudly brought to you by our friends at Superhero , who are now disrupting traditional super on their platform. . With recent government changes to super legislation here in Australia, $100 billion of Australian’s money in underperforming super products, and a lot of people feeling a little in the dark when it comes to their super, Equity Mates Media, in partnership with Superhero, are going to shine a light on the super industry, with the aim of making Australian’s WAKE UP and take control of their super. Over three Saturdays we’ll be bringing you all the information you need to help you take more control. This episode, join Adam from Comedian V Economist , Sophie from You're In Good Company and Alec from the Equity Mates team as they discuss their super, share their experiences and think about what to do to optimise their options going forward. Pre order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Superhero is on a mission to make investing accessible, offering US shares and ETFs for $0 brokerage and Aussie shares for $5 brokerage. Superhero has also launched Superhero Super, giving customers the ability to take control and invest their super in different themes, shares and ETFs. Visit superhero.com.au or download the Superhero app to get started. Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for
S5 E400 · Wed, July 28, 2021
CEO Series: Grant Straker is taking on the tech giants from rural NZ
It's no secret that New Zealand punches well above its weight with innovative, interesting companies that come across the pond and list on the ASX. In this episode, Alec and Bryce chat to Grant Straker - the co-founder and CEO of Straker Translations, an ASX-listed language translation service. Since co-founding Straker with his wife Merryn in 1999, the company has grown to $30m in revenue and a $130m market cap. Prior to Straker Translations, Grant was a paratrooper in the British Army. Straker has gone from strength to strength, with revenue growing from $10m in FY16 to $31m in FY21 (5 year CAGR, 25.6%) and guided for $50m in FY22, while the global market for language services was $43b in 2017, expected to be $67b in 2022 (5 year CAGR, 9.3%). Together they talk about how Straker will capture larger and larger market share in this growing market, their partnership with IBM, and what the future holds for Straker. Pre order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our<a href="https://swyftx.com.au/?ref=bryceleske&promoRef=equity15" rel="noopener
S5 E399 · Sun, July 25, 2021
Country Deep Dive: Germany's export giants | DAX 30
Why deep dive on an industry, when you can deep dive on an entire country? This week, it's 'Guten Tag' to all things Deutschland - or more specifically the DAX30... is a stock market index consisting of the 30 major German blue chip companies trading on the Frankfurt Stock Exchange. Bryce and Alec discover that the German economy is *not* just automobiles, and take a tour through the largest economy in Europe, with a pitstop looking at some of the biggest or most interesting companies. For those wanting to know more about Adidas v Puma, here's a story from the Guardian about it . Preorder the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get 5 free trades if you plan to use the broker<a href="https://secure.selfwealth.com.au/Registration/Plan
S5 E398 · Wed, July 21, 2021
Expert: Lauren Simmons | the youngest female trader in the history of the New York Stock Exchange
Alec and Bryce are joined by Lauren Simmons , the youngest female trader in the history of the NY Stock Exchange. Together they have a conversation about hype investing, the dangers of crypto, trends she's heard and noticed in fellow millennials who invest, and her new venture as the host of Going Public. At 22 years old, Lauren Simmons shattered glass ceilings by becoming the youngest, and only full-time, female equity trader on Wall Street, as well as the second African American woman in 226 years. Pre order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get 5 free trades if you plan to use the broker SelfWealth ***** Make sur
S5 E396 · Sun, July 18, 2021
6 high-conviction stocks from the experts for your watchlist
You loved our last episode with two of our favourite picks from our Ausbiz show, that we decided to treat you again! This time we hear from two old friends of the show - Owen Raszkiewicz , the founder of Rask Invest , and Andrew Page , the founder and Managing Director of Strawman.com . If you want to come and work at Equity Mates, then run, don't walk, and apply here to be a part of the team. Pre order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-
S5 E395 · Thu, July 15, 2021
CEO Series: John Winters on seizing the investment opportunity in the US
John is the co-founder and CEO of Superhero , an online broker offering Australian’s the lowest cost access to the Australian market and now the US stock market as well. Before co-founding Superhero, John was a stockbroker and private wealth manager at Shaw & Partners. Pre order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get 5 free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit<a href="https://equitymates.com/support/" rel="noopener noreferrer" target="_b
S5 E394 · Sun, July 11, 2021
Two massive Australian mergers | Roblox & Tencent updates
We’re seeing some big mergers in the listed investment company space, so Alec and Bryce unpack what is happening and what it means for shareholders. First, Washington H. Soul Pattinson have made a $4b takeover bid of Milton Corporation and then you might have heard our previous guest, Geoff Wilson, declare WAR on LIC discounts. His Wilson Asset Management Global fund has declared its first target: Templeton Global Growth Fund. Also, there's very important Equity Mates news... they've written a book! Preorder Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get 5 free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our<a href="https://equitymates.com/em
S5 E393 · Wed, July 07, 2021
Expert Investor: David Costello - Can Infrastructure Investing be Sustainable? | Magellan Financial Group
David is the portfolio manager of MFG Core Infrastructure Fund (a product that’s been running for institutional investors for 11 years but was only made available to retail investors in December). David joined Magellan in 2015. Prior to working with Magellan, David led EY’s financial modelling practice in Brisbane. Prior to his role with EY, David worked with National Australia Bank and SFG Consulting. David holds a Bachelor of Laws (Honours) and a Bachelor of Commerce (Honours), both from the University of Queensland. David is a CFA Charterholder. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get 5 free trades if you plan to use the broker SelfWealth Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit<a
S5 E392 · Sun, July 04, 2021
Watchlist: Mastermind episode with Julia Lee
It's the return of the fabulous Julia Lee, who is the CIO of Burman Invest , who once again joins them again on the podcast. It’s for a fan-favourite Mastermind style episode, where all three of them pitch three different stocks. Will Bryce the retail whisperer, keep his trend by picking something in that space? What bizarre unlisted stock will Ren pitch? And what interesting ideas are on Julia's watchlist? If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get 5 free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our wo
S5 E392 · Fri, July 02, 2021
CEO Series: Angus Muffet - Building Shopback into the 'Facebook of online shopping'
Angus is the Country Manager of ShopBack, a Singapore-based ecommerce company with more than 25 million members specialising in cashback loyalty programs. When shopping via ShopBack, shoppers receive a percentage of their purchase price back, paid for through affiliate programs by the merchant. Prior to starting at ShopBack in 2018, Angus was the National Sales Director for Groupon. Use the Sign-up bonus code EQUITY to earn a $10 sign-up bonus for being part of the Equity Mates community. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get 5 free trades if you plan to use the broker SelfWealth Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates a
S5 E390 · Wed, June 30, 2021
Expert Investor: Scott Phillips from the Motley Fool on sensible investing and sensationalist advertising
Scott is the Chief Investment Officer at Motley Fool Australia and the advisor of the Motley Fool Share Advisor and portfolio manager of Motley Fool Million Dollar Portfolio and Motley Fool Everlasting Income. Scott has been a member of the Motley Fool since 1998 and an employee for the last 10 years. In today's episode he talks about his own personal investing philosophy, his thoughts on short-sellers, and then Scott answers a whole stack of questions from the Equity Mates community. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast h
S5 E389 · Sun, June 27, 2021
Franking credits, CGT discounts and what is deductible? Charlie Viola answers your tax questions
Charlie Viola is a Partner at Pitcher Partners, providing financial advisory and wealth services to high net worth and ultra-high net worth individuals. Specialising in ongoing investment management and administrative services, Charlie’s personally responsible for over $1.5 billion of funds under management. Charlie has been recognised by Barrons as the #1 adviser in Australia in their 2018 Adviser Rankings, #4 in 2019. For this episode we reached out to the Equity Mates community in our Facebook discussion group and asked for your questions when it comes to tax time, and Charlie has kindly agreed to come and help us out. Our working title for the episode was 'Make Bryce excited about tax!', did we succeed? If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth Make sure you don't miss anything Equity Mates related by signing up to
S5 E388 · Wed, June 23, 2021
Expert Investor: Tim Samway - 25 years searching for disruptive businesses
Tim is the Executive Chairman of Hyperion Asset Management, a $10 billion Australian fund manager investing in the highest quality companies at reasonable valuations. Tim has worked at Hyperion for over 25 years, including as Managing Director from 2012 to 2019. Hyperion has recently won two Fund Manager of the Year awards and the Hyperion Global Growth Companies (Managed Fund) (now listed, ASX: HYGG) has returned 23.2% since inception in 2014, outperforming the benchmark by almost 10% p.a. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any
S5 E387 · Sun, June 20, 2021
Industry Deep Dive: Fertility and IVF
This topic was suggested by a member of our EM community. If you want to give us a topic idea, or if you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial
S5 E387 · Wed, June 16, 2021
Expert Investor: Henry Jennings - 3 sleeper stocks with big upside potential
Henry is a Senior Investment Analyst and Portfolio Manager writing for the last six years in the Marcus Today newsletter. Henry specialises in small and mid-caps although he has a thorough knowledge and understanding of large caps too. Henry also works with the MTIS team to formulate investment strategy and portfolio asset allocation and stock selection. Henry has spent a lifetime in stockbroking and investment banking, originally from the UK, Henry has been divisional director for Macquarie Bank responsible for equity trading and has been both a trader and a broker during his career. CLICK HERE for the special deal Marcus Today is offering for Equity Mates who join their community. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth
S5 E385 · Sun, June 13, 2021
3 stocks that are surprisingly unethical
We recently did a whole episode talking about Woolworths and for heaps of our community that was a surprisingly unethical stock... so we wondered are there any other surprisingly unethical stocks? We look at three companies and then unpack how your ethical lens should influence the investing decisions you make. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all inform
S5 E384 · Wed, June 09, 2021
CEO Series: Phil McKenzie - Forget tech... teeth are the new growth story | Pacific Smiles (ASX: PSQ)
Phil is the CEO and Managing Director of Pacific Smiles Group (ASX: PSQ), an Australian dental group operating over 100 dental centres under the Pacific Smile Dental Care and the NIB Dental Care brands, located throughout NSW, Victoria, Queensland and the ACT. Prior to joining Pacific Smiles in 2018, Phil was the driver of Apple’s retail entry into Australia as Apple’s Australian Market Director and after that was CEO of Widex and Audiology Management Group. In this conversation Phil explains how to conceptualise the industry, identifies the main players in the scene, talks at length about this leadership philosophy that was reinforced and tested during the pressures of the pandemic, and talks to the future of Pacific Smiles Group. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our<a href="https://equitymates.com/email%20" rel="noop
S5 E383 · Sun, June 06, 2021
Woolworths Is Demerging: What Does It Mean?
You might have heard the whispers in the Equity Mates community... Woolworths have merged their drinks businesses - Dans, BWS - with their hospitality business - ALH - to form Endeavour Group. This was completed in February 2020 and Woolworths’ intention was to pursue a separation of Endeavour Group from Woolworths Group. The resulting demerger will create two independent ASX-listed companies with Endeavour Group likely to be a top ASX50 company - with a valuation ranging anywhere between $9.3 billion and $12.5 billion. In this episode, Alec and Bryce talk everything demerger - just what does that mean, how does it work in practice, what does this mean for existing shareholders, and what does this mean for new shareholders? If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth Make sure you don't miss anything Equity Mates related by signing up to our<a href="https://equitymates.com/email%20" rel="noopener noreferrer" tar
S5 E382 · Thu, June 03, 2021
Three fundamental rules of investing with Kyle Macintyre | ASX Week
It's the final episode in our series celebrating the ASX Investor Day. In case you missed the live sessions held around the country over the past month, we’ve partnered with the ASX to bring you some of the best sessions and experts from the conference. It's been an epic week, that we've absolutely loved hosting. The theme of this episode is “Three Fundamental Rules Of Investing” with Kyle Macintyre. Kyle is investment director at Firetrail Investments - the high conviction investment experts. In his presentation, he used QANTAS as a case study to explain his three fundamental rules, so we asked him to re-tread this path with us. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit<a href="https:/
S5 E381 · Wed, June 02, 2021
Fidelity's 6 favourite emerging market stocks with Anthony Doyle | ASX Week
Welcome to episode four in our special mini-series celebrating everything ASX Investor Day. In case you missed the live sessions held around the country over the past month, we’ve partnered with the ASX to bring you some of the best sessions and experts from the conference. Today we’re going to cover investing in emerging markets with Anthony Doyle from Fidelity. Anthony is a cross-asset investment specialist at Fidelity International with 18 years experience in global markets. It's an epic episode, as Anthony walks us through the current context of the global economy, long term trends in emerging markets & the structural case for emerging markets for the long run, characteristics of emerging market stock market and finally, some of Anthony’s preferred companies in emerging markets. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our<a href="
S5 E380 · Tue, June 01, 2021
4 megatrends that will define the coming decades with Kanish Chugh | ASX Week
Welcome to the third of our episodes celebrating the ASX Investor Day. If you weren't lucky enough to be there in person, this is where we bring you the best of the live sessions held around the country. Thanks to our partners at the ASX, we speak to some of the best experts who gave the most interesting presentations.Today is all about investing in megatrends with Kanish Chugh from ETF Securities. Kanish Chugh is the head of distribution at ETF securities and talked about how to define a megatrend, what exactly is thematic investing, using this in your own portfolio, and then went into detail with examples of thematic exposure. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit<a href="https://equitymates.com/support/" rel="noopener n
S5 E379 · Mon, May 31, 2021
7 highly disruptive stocks with Alex Pollak | ASX Week
This week is all about the ASX Investor Day and this episode is the second of our special mini-series. If you missed the live sessions held around the country over the past month, then you're in luck! Equity Mates have partnered with the ASX to bring you some of the best sessions and experts from the conference. The theme of this episode is ‘Investing In Global Markets’ and we’re joined by CIO of Loftus Peak, Alex Pollak. Alex has 25 years experience specialising in investing in disruptive business models, and is now a Director of Loftus Peak and heads one of the best-performing teams in disruptive investment in Australia. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit<a href="https://equitymates.com/support/" rel="noope
S5 E378 · Sun, May 30, 2021
Buy, hold or sell with Adam Dawes | ASX Week
Welcome to ASX week! This week we're dropping one episode every day, thanks to the ASX Investor Day - who gave us access to their array of incredible presenters to bring you some of the best sessions and experts from the conference. Today we’re joined by Adam Dawes, Senior Investment Advisor of Shaw & Partners, who held a buy, hold and sell session for ASX Investor Day attendees. We wanted to replicate this session on the podcast, so we reached out to the Equity Mates community in the Equity Mates Facebook Discussion Group and they gave us a huge list of stocks to talk about. This is an epic episode, so we hope you enjoy it. If you want to let Alec or Bryce know what you think of an episode, contact them here . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit<a href="https://equitymates.com/support/" rel="noop
S5 E377 · Wed, May 26, 2021
CEO Series: Brian Hartzer - Challenges of Leading Westpac for 6 Years
Brain is an Australian business executive who was the Managing Director and CEO of Westpac from 2014 to 2020. He has recently released a book, The Leadership Star: A Practical Guide to Building Engagement . In this episode he talks specifically about the his key leadership learnings, and personal career perspectives, and answers questions about his time guiding Westpac through the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own
S5 E376 · Sun, May 23, 2021
Expert Investor: Geoff Wilson Declares WAR
Geoff Wilson AO is the Chairman and Chief Investment Officer at Wilson Asset Management . With over 41 years experience in investment markets, Geoff founded Wilson Asset Management in 1997 and currently oversees 8 Listed Investment Companies (LICs). Geoff has also led the creation of Australia’s first listed philanthropic wealth creation vehicles, Future Generation Australia and Future Generation Global. Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always reme
S5 E375 · Thu, May 20, 2021
Bonus: All Access Live Show - the Stocks - Part II
Back in April, we hosted an awesome live show in Sydney at Atomic Beer Project, and we're stoked to be able to share the audio from the event! This is Part II of our panel conversation, unpacking the alcohol industry. Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circum
S5 E374 · Thu, May 20, 2021
Bonus: All Access Live Show - the Industry - Part I
Back in April, we hosted an awesome live show in Sydney at Atomic Beer Project, and we're stoked to be able to share the audio from the event! This is Part I of our panel conversation, unpacking the alcohol industry. Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial cir
S5 E373 · Wed, May 19, 2021
Expert Investor: Marcus Padley - Chickens don’t make money
Marcus is the founder of Marcus Today , a daily stock market newsletter, and runs an $80 million Australian equities fund. We’ve previously had Marcus on the podcast and his episode ‘No Bullshit Investing’ is one of our most popular. So we’ve got him back on the show for ‘No Bullshit Investing Part II’ to help us unpack current market conditions. Alec and Bryce ask Marcus to walk them through his thinking for the last twelve months, and get Marcus to speak more about the way to react to the market when there's a downturn. Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. Any views expressed by the podcast host or any guest are their own and do not represent the v
S5 E372 · Sun, May 16, 2021
30 stocks in 30 minutes for Bryce's 30th
This episode truly is epic. Alec takes a break, and Bryce takes the driver's seat, as he runs through 30 investments in 30 minutes. (All in celebration of his 30th birthday). As said it's 'a wrap up of some of my favourite companies and ideas over the last 5 years of Equity Mates and the journey we have been on.' In addition to his own epic list, Bryce out-sourced some of his research to some certified experts, and asks, 'What would you hold for the next 30 years?’ and presented us with this quote to ponder: 'You concentrate to create wealth, then diversify to protect wealth'. Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not r
S5 E371 · Thu, May 13, 2021
Expert Investor: David Halpert - Opportunities in Indonesia & India
This episode, Bryce and Alec sit down with David Halpert. He's been active in capital markets for 30 years, and founded Prince Street Capital in 2001 and is the CIO and Portfolio Manager of the firm. In this chat, we talk about not only David's personal story with investing, but his thoughts on 'Digital Decolonisation,' the way big technology companies have been able to ‘colonise’ the world has been through their incredible network effects (connecting the world on one platform). David unpacks two case studies with Bryce and Alec - Indonesia and India - and he poses answers to their question, just how are local companies breaking these global network effects? Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Any views expressed by the podcast host o
S5 E370 · Wed, May 12, 2021
Watchlist: Julia Lee returns for a Mastermind episode
On today's Watchlist episode, Bryce and Alec invite Julia Lee from CIO Burman Invest to join them again on the podcast. This time, it's for a Mastermind style episode, where all three of them pitch three different stocks that have their attention. Also, at the top of the episode, Bryce mentioned that Equity Mates members get a special rate for the Australia Shareholders Association Annual Investor Conference . ASA's annual Investor Conference is the only place where you can hear directly from the Chairmen of BHP, Telstra and Woolworths plus CEO’s of Fortescue Metals, Origin Energy, Sonic and the CFO of AGL... become a better investor and peer into the future. With the range of topics and presenters, there is truly nothing else like this conference in the investing space in Australia. It's happening on 31 May and 1 June. ASA together with Equity Mates has a super deal for the FIRST 50 podcast listeners only. With 2 full days of networking, buffet lunches, morning and afternoon teas, cocktail function, this conference offers something to for everyone to enhance their level of investment knowledge. The FIRST 50 people to book get a FREE 1-year membership to ASA, which includes loads of resources including webinars, magazine subscription, online courses, meetups and more. This is a not-to-be-missed event. Head to www.australianshareholders.com/equitymates Some of our other favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emot
S5 E369 · Sun, May 09, 2021
Industry Deep Dive: Clothing Industry
In today's episode, Alec and Ren take a look at the clothing industry, (not within Ren’s circle of competence) but a fascinating industry all the same. The world consumes five times the amount of clothing it did twenty years ago, and approximately 80 billion new pieces of clothing are produced every single year. In Australia, the market size alone is $16 billion, and 24 333 businesses are involved in the industry. Globally though, this industry is projected to grow to $2.25 trillion by the year 2025! Today's episode was sponsored by Institchu . Friends of Equity Mates can jump on a special offer, when booking or ordering - for a limited time, get 21% off your first order. Use the code MATES online or mention Equity mates when you book your appointment. Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit<a href="https://e
S5 E368 · Thu, May 06, 2021
Expert Investor: Bill Browder - Putin's #1 Enemy
Bill is the CEO and co-founder of Hermitage Capital Management, which at one time was the largest foreign portfolio investor in Russia, and in 1997 was the best performing fund in the world - up 238%! Bill was the driving force behind the Magnitsky Act, a law to punish Russian human rights violators, which was signed into law by President Obama in 2012 and subsequently adopted by a number of governments around the world including Canada in 2017 and the UK in 2018. He is the author of the best-selling book Red Notice: How I became Putin’s Number 1 Enemy. In this conversation, he reflects on the unique discovery of first investment, the way his investing perspectives have shifted over the decades, the global impacts of the Magnitsky Act (and the international perspective of Australia's position on the policy), and why he thinks the legal disruptor app Do Not Pay is a fantastic company. Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our<a href="https://equitymates.com/email%20" rel="noopener noreferrer" target="
S5 E367 · Wed, May 05, 2021
Expert Investor: Mary Manning - Why Asia Is Too Big To Ignore
On this episode, we talk to Mary Manning. She's a Portfolio Manager at Ellerston Capital for the Ellerston Asian Growth Fund, Ellerston Asian Investments (ASX:EAI) and the Ellerston India Fund. Prior to joining Ellerston, Mary spent 5 years at Oaktree Capital Management, the famous firm co-founded by Howard Marks. Mary has a MBA from Harvard and a PhD in Economics from Sydney University and is one of Australia’s foremost experts in investing in Asian markets. By 2050, China and India are predicted to be the 2 largest economies in the world, so Alec and Bryce ask Mary to talk specifically about these economies, the exciting IPO pipeline that's emerging, and her advice for retail investors who want to explore the opportunities in the Asian markets. Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love
S5 E366 · Sun, May 02, 2021
Watchlist: Technology One (ASX: TNE)
On today's episode, we've invited members of the Student Managed Investment Fund (SMIF) at The University of Western Australia back on the show to pitch for the community watchlist. Last year we heard from their Chief Investment Officer, Ben, who pitched Citadel on the podcast. SMIF operates a high conviction fund undertaking positions in ASX listed companies following the end to end analysis, due diligence and valuation of the company, all completed by UWA's top performing students. For this pitch, Bryce and Alec talk to Forress Salekian (CIO UWA SMIF) and Phillip Nguyen (Investment Director UWA SMIF), who've prepared a pitch deck on Technology One (ASX: TNE). Together they delve into their investment thesis, and share the extensive research they've done on the company. Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page i
S5 E364 · Thu, April 29, 2021
Expert Investor: Ben Gisz - Building a Portfolio in Today's Market Conditions | TDM Growth Partners
In this episode, Alec and Bryce chat to Ben Gisz, who's the co-founder of TDM Growth Partners. Ben, along with co-founders Hamish Corlette and Tom Cowan, has grown TDM’s assets under management from $1 million to over $1 billion. Ben is also a non-executive director in Pacific Smiles (ASX: PSQ), one of TDM’s portfolio companies. In this conversation Ben talks about his unusual first investment, TDM’s 'bottom up' investment research process, and talks about some of the key things to be aware of in today’s market environment. Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or ass
S5 E364 · Wed, April 28, 2021
CEO Series: Larry Diamond of Zip (ASX: Z1P)
It's the most eagerly anticipated episode of 2021! We sit down for a chat with Larry Diamond - the founder and CEO of one of the ASX’s hottest stocks and one of the most discussed companies in the Equity Mates community, Zip Co (ASX: Z1P). Prior to founding Zip, Larry spent four years at Macquarie Bank and two years at Deutsche Bank. In this episode, Alec and Bryce chat to Larry, and hear his thoughts on BNPL competitors, his thoughts on regulation, his leadership philosophy and future plans for Zip. Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, a
S5 E363 · Sun, April 25, 2021
Why are the experts buying Costco & Home Depot?
Every quarter, investors large and small write client letters. Reading these can be an incredible source of information, so in today's episode, Bryce and Alec talk about two letters they've read recently. They've chosen one big investor ( David Einhorn ) and one small ( Ensemble Fund ), and together they discuss some of the big ideas they've gleaned from both. Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not repres
S5 E362 · Wed, April 21, 2021
CEO Series: Lindsay Partridge AM - 45 Years Of Dividend Growth
On today's episode, we feature another episode in our CEO series, and speak to Brickworks' (ASX:BKW) CEO & Managing Director, Lindsay Partridge. Lindsay has a background as a ceramic engineer, and is currently one of Australia’s longest-serving public company CEOs. He was appointed CEO of Brickworks Ltd in 1999 and Managing Director in 2000. On the occasion of the Queen's Diamond Jubilee 2012 Honours List Lindsay was appointed Member in the General Division of the Order of Australia, for service to the building and construction industry, particularly in areas of industry training and career development, and to the community, and he is an experienced company director with substantial expertise in governance, human resources, compliance reporting, media, investor relations and mergers and acquisitions. We talk to Lindsay about all of this, and more - including: how the pandemic has effected both the US and Australian businesses, his framework for approaching capital allocation decisions at Brickworks, his leadership philosophy and the greatest leadership challenges and successes he's faced. Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker<a href="https://www.sharesight.com/equitymates/" rel="noopener noreferrer" target="_blan
S5 E361 · Sun, April 18, 2021
Can Australia Be The Saudi Arabia Of Renewables?
In today's episode Bryce and Ren deep dive into the investing potential of the most common chemical in the universe: Hydrogen. In 2019, over 70 million tonnes of hydrogen was used in industrial processing, and the amazing future possibilities of Green hydrogen has a lot of people very excited. Together the guys talk about the different terminology you might have come across, the context of the industry to date, the ways hydrogen could be used, the infrastructure we need to make this happen, and why the CSIRO is the MVP in this story. Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employe
S5 E360 · Wed, April 14, 2021
6 Small Caps To Add To Your Watchlist
Did you know Equity Mates has a TV show? Four times a week, for fifteen minutes, Bryce and Alec host a show on Ausbiz . Every day at 4.15, we break down financial jargon, talk to our favourite experts, and dive into the industries that interest us. In today's episode, we've decided to feature two of our favourite recent chats: Tobias Bucks, from Ausbil Investment Management, and Nick Cregan of Fairlight Asset Management. If you think you'll enjoy this content, come watch us live on Ausbiz, or catch up in your own time on our Youtube channel . Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page</a
S5 E359 · Sun, April 11, 2021
The two companies battling for control of the world's waste
In today's ep, Ren presents a company for the community watchlist, a huge French multinational that's caught in a public dogfight with another rival waste and water management company. In August last year the French company Veolia announced an intention to acquire 29% of fellow heavy-hitter, the French based multinational Suez, with the goal to acquire the whole company. Ren walks us through the timeline of the events so far, the key numbers, context and risks of Veolia, and looks at the pros and cons of waste and water companies as investments. Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employ
S5 E358 · Wed, April 07, 2021
Expert Investor: Angie Ellis - 8020 Invest
Angie Ellis is a private investor from Melbourne. You may know her as 8020 Invest on Twitter or you may have read about her as part of Fairfax Media’s Shares Race, which she has won five times. In this conversation, Angie shares the story of her first investment, how her background as a small business owner has informed her investing style, and the screening methods she uses when looking for new opportunities. Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all
S5 E357 · Sun, April 04, 2021
EM Chat: Asset Bubbles - Is Everything In A Bubble?
This episode is all about asset bubbles... because lately it seems like everything is hitting all time highs. The S&P 500, NASDAQ, property prices, gold, and even some non-traditional assets, like Bitcoin, Baseball cards, and NFTs... In this episode we break down exactly why this is happening, and what it means for you - an investor. Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financi
Wed, March 31, 2021
Crypto Week: CEO Series - Blake Cassidy - The Next Evolution Of Crypto Investing
Blake Cassidy is CEO of Bamboo. Bamboo is Australia’s first crypto micro-investing app, allowing investors to invest in Bitcoin, Ethereum, Gold and Silver. Blake took over as CEO in November 2020 and is working to scale up Bamboo in Australia and preparing to launch overseas. Bamboo Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up YouTube links that explain what Bryce was talking about: From Hope to Insolvency: Has Everything Changed? (w/ Raoul Pal): https://www.youtube.com/watch?v=FKLabPm1D-g&t=1460s The Bitcoin Life Raft: The End of Monetary & Fiscal Policy As We Know It (w/ Raoul Pal): https://www.youtube.com/watch?v=qL2LfVRl3J0&t=4s There's a lot of noise out there, but we've partnered with two companies that we believe in when it comes to the crypto space. Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you
S5 E355 · Tue, March 30, 2021
Crypto Week: Alex Saunders - Understanding The Basics Of Crypto
Alex Saunders has been immersed in cryptocurrency since discovering Bitcoin in 2012. He's a unique investment style that combines fundamental analysis, technical analysis and market sentiment as key drivers in decision making. Alex’s passion led him to leave his successful career as a head pharmacist in 2017, to found Nugget’s News. Alex is a trusted voice in the Australian crypto community, conducts many speaking engagements to spread the word of crypto and helps to accelerate blockchain start-ups through applying his years of experience and wisdom. *********** There's a lot of noise out there, but we've partnered with two companies that we believe in when it comes to the crypto space. Bamboo Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Swyftx Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our <a href="https://swyftx.com.au/?ref=bryceleske&promoRef=equity15" rel="noopener noreferrer" target="_
S5 E354 · Sun, March 28, 2021
Crypto Week: The Use Cases For Cryptocurrency
This week, it's a little bit different at Equity Mates... we're celebrating Crypto Week! It's a whole week of crypto content, from the basics, to interviews with experts... and we promise to be the only crypto content on the internet that doesn't ever mention the price. It's everything you've ever wanted to know about this world of blockchain technology. In today’s episode, we ask whether crypto is useful or is it just price speculation, we look at a handful of the 4, 000 plus cryptocurrencies available, and consider whether it's time for a EM coin to enter the market. There's a lot of noise out there, but we've partnered with two companies that we believe in when it comes to the crypto space. Bamboo Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Swyftx Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx More of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Get free trades if you plan to use the broker SelfWealth Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everyt
S5 E353 · Wed, March 24, 2021
CEO Series: Matt Leibowitz - Building Stake & Managing Gamestop Saga
Usually when Matt appears on Equity Mates, he's talking about stocks in the US. This time though, Bryce and Alec wanted to take a different angle, and explore his entrepreneurial journey building Stake . Matt is very open about the rewards and challenges of growing a start-up, the changing dynamics across the finance industry, and the mayhem of the GameStop saga. Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. Hosted on Acast. See acast.com/privacy for more information.
S5 E352 · Sun, March 21, 2021
EM Chat: How We ‘Built’ A Sustainability ETF
Today's episode is sponsored by Kogi Coffee - kogicoffee.com.au To get 5% off storewide, use the discount code MATES5 Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Befor
S5 E351 · Wed, March 17, 2021
Expert Investor: Tom Millner - Contact Asset Management - 5 steps to find a quality company
Tom Millner is a Director and Portfolio Manager at Contact Asset Management. Tom has 17 years experience in markets, was CEO of BKI Investment Company between 2008 and 2016. In that time he grew total assets from $440m to $1 billion. As well as his work at Contact Asset Management, Tom is also a director of Washington H Soul Pattinson and New Hope Corporation. Bryce and Alec ask Tom about his first investment, his personal investing philosophy, and his journey from BKI, where he was CEO in 2008. During the chat, Tom also elaborates on why he’s not concerned about missing out on Afterpay, and expands on the 5 step framework for assessing companies and finding a quality investment: Principal Activity, Income, Financial Strength, Management, Valuation. Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUITY MATES for $10 when you sign-up Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love eve
S5 E350 · Tue, March 16, 2021
Bonus Episode: You're In Good Company - meet the hosts of our newest podcast!
In this very special bonus episode, Bryce and Alec interview our brand new colleagues, and podcast hosts - Maddy and Sophie - so we can get to know them a little better. They talk about their plans for You're In Good Company , a little about their investing journeys to date, and what listeners can expect as this brand new podcast series unfolds. ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. Hosted on Acast. See acast.com/privacy for more information.
S5 E349 · Sun, March 14, 2021
EM Chat: Industry Deep Dive - Infrastructure
It's an Industry Deep Dive episode! And it begins with a bit of a debate between Bryce and Ren about the very definition of today's chat - Infrastructure - and just what qualifies? To settle it, we looked to Macquarie, who say: “Infrastructure provides essential products or services which are necessary to support economic and social activity… Infrastructure typically has a strong strategic position (such as monopoly or duopoly). This is because significant capital is usually required to construct the assets, resulting in high barriers to entry for would-be competitors.“ It's always time for a great Buffett quote too - who said his favourite investment was the ‘only toll road into town’. As promised, here's the links and lists that Bryce mentioned: Listed Funds ETFS Global Core Infrastructure (CORE) VanEck Vectors FTSE Global Infrastructure (Hedged) (IFRA) Magellan Infrastructure Fund (Hedged) (MICH) Vanguard Global Infrastructure Index (VBLD) Individual companies (ASX ticker) - ASX Sector Transurban (TCL) - Highways & Railtracks Sydney Airport (SYD) - Airport Services APA Group (APA) - Gas Utilities AusNet Services (AST) - Electric Utilities Infigen Energy (IFN) - Independent Power Producers & Energy Trader Atlas Arteria (ALX) - Highways & Railtracks Spark Infrastructure Group (SKI) - Electric Utilities Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Get free trades if you plan to use the broker SelfWealth Make sure you participate in our <a href="https://
S5 E348 · Wed, March 10, 2021
CEO Series: Brian Ward - CEO Aroa
In today's episode, Alec and Bryce talk to Brian Ward. Brian is the founder and chief executive officer of Aroa, a company of much discussion in the Equity Mates' Facebook group, and a company that featured in our summer series. Brian has been responsible for leading the Company’s growth from start-up through to becoming a vertically integrated medical device business with substantial US sales and a developing international presence. In today's episode, we discuss the climate that the company is operating in - the historic process for soft tissue regeneration, and some of the different technologies being trialled at the moment. Then Brian talks about the journey of founding Aroa, including the experience and background he brought to the table, and his entrepreneurial learnings. They speak to the pipeline for Aroa for the next few years, the risks and challenges in the current environment, and what success would look like for the company. ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. Hosted on Acast. See acast.com/privacy for more information.
S5 E347 · Sun, March 07, 2021
EM Chat: Bull case for A2 Milk & Calling the Specky Hotline
This is a busy episode! There's a new 'What The?', with the arrival of the SUBZ ETF (The Roundhill Streaming Services & Technology ETF) which is designed to offer investors exposure to the streaming industry. Then our Equity Mates community member Kevin Skafte gets on the line and pitches us A2 Milk, a company that Alec has long been a fan of. Then the guys call the Specky Hotline for a hot take from Specky Macgee. Not sure if this is one we'll be adding to the portfolio, but it did make us laugh. Here's some of our favourite offers and resources to help you on your investing journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Get free trades if you plan to use the broker SelfWealth ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a lice
Wed, March 03, 2021
Expert Investor: Michael Frazis - Frazis Capital Partners
Here at Equity Mates, we love finding up and coming Australian fund managers that have interesting perspectives and different approaches to markets. In this episode we speak to Michael Frazis, portfolio manager of Frazis Capital Partners, who certainly fits that description. Michael has just come off an incredible year in 2020, beating his benchmark index by more than 100%! In this interview we unpack his unique investment philosophy, some of the companies that have driven his returns and his view on two sectors of particular interest to him - technology and life sciences. In this episode you will learn: How Michael when from studying chemistry at Oxford to managing his own fund Why Michael looks for companies with “customer love” and “incredible growth” His take on traditional valuation metrics and why he’s happy to invest in companies losing money His investment thesis for some of the hottest stocks in markets today, including Tesla and Afterpay Some of the companies Michael finds interesting in the life sciences space Why Frazis Capital takes a ‘customer first’ rather than ‘management first’ approach to research ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.</
S5 E345 · Sun, February 28, 2021
EM Chat with Nick Griffin: Why did he divest from Facebook?
It's *the* story of the moment: what's going on with Facebook, and their battle with news? Alec and Bryce recap what has happened to date with the Facebook saga, and investigate the business side of the dispute, as well as the precedent it sets for the rest of the world. We then chat to Nick Griffin, who's Chief Investment Officer at Munro Partners about their decision to recently divest from Facebook. ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. Hosted on Acast. See acast.com/privacy for more information.
S5 E344 · Wed, February 24, 2021
Expert Investor: Hamish Douglass - Magellan Financial Group
In this episode, Alec and Bryce are joined by Hamish Douglass - the Chairman, CIO and Lead Portfolio Manager at Magellan Financial Group, a fund manager he co-founded with Chris Mackay in 2006. Hamish is (in our opinion) the best investor in Australia today and amongst everything else is a fellow podcaster, hosting Magellan’s In The Know podcast. ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. Hosted on Acast. See acast.com/privacy for more information.
S5 E343 · Sun, February 21, 2021
EM Chat: What stocks are Buffett, Ackman and Soros buying?
In this episode, Alec brings a 'What The ?' to the table for Bryce to puzzle over, and we break down 13Fs... What are they? Forms that the SEC requires to be filed quarterly by institutional investment managers with at least $100 million in assets under management. Bryce and Alec look under the hood (or flip through the pages) of some of their favourite investors, to see if they can get some insights into what the smart money is doing. ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. Hosted on Acast. See acast.com/privacy for more information.
S5 E342 · Wed, February 17, 2021
Expert investor: Charlie Viola - Financial Advisor responsible for $1.5 billion
Charlie is a Partner at Pitcher Partners, providing financial advisory and wealth services to high net worth and ultra-high net worth individuals. Specialising in ongoing investment management and administrative services, Charlie’s is personally responsible for over $1.5 billion of funds. His expertise and client outcomes was recognised by Barrons when he received the accolade of the No. 1 Adviser in Australia in the 2018 Adviser Rankings, followed by 4th in 2019 and 15th in 2020. He has also been recognised as one of Australia’s 50 most influential advisors in 2018, 2019 and 2020 by Financial Standard’s Power50. ***** Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. Hosted on Acast. See acast.com/privacy for more information.
S5 E341 · Sun, February 14, 2021
EM Chat: How To Know When To Sell
Over the past four years of this podcast, we’ve done plenty of episodes on buying stocks. When to buy, what to buy, how to buy. In this episode we discuss the other side of investing - selling. Knowing when to sell can be difficult. Are you going to miss out further gains? Is the stock going to bounce back? Unfortunately, there’s no good answer - every stock is different - but there are a few rules of thumb that can help you make that decision. In this episode we discuss: Selling based on your investing style The 4 major reasons you would sell a stock How Alec & Bryce think about selling their investments Selling an ETF or Managed Fund We then speak to 3 experts and ask how they approach selling their investments Make sure you don't miss anything Equity Mates related by signing up to our email list . And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. Hosted on Acast. See acast.com/privacy for more information.
S5 E340 · Thu, February 11, 2021
Bonus Episode: Meet Pay Love - meet the hosts of our newest podcast!
On Valentine's Day, we'll be launching our latest podcast, Meet Pay Love . In this special bonus episode, we meet our newest hosts, Carmel and Zoe, and chat to them about the idea and concepts behind the podcast. Focused on the complexities of romance and money, their aim is to create an engaging and safe space to break down gender roles and stereotypes around money, whilst educating and normalising the conversation! Because, the biggest financial decision you’ll make is who you spend the rest of your life with. Read more about the origins of Meet Pay Love. Are you an expert? Do you have a question, or want Carmel and Zoe to focus on a particular topic? Ask them on the contact form. *** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. *** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Hosted on Acast. See acast.com/privacy for more information.
S5 E339 · Wed, February 10, 2021
Expert Investor: Emma Fisher - Finding Great Australian Companies
In today's expert chat, we sit down with Emma Fisher, who's a Portfolio Manager and Head of Research at Airlie Funds Management. She co-manages the Airlie Australian Share Fund (ASX: AASF). As always, we've got our regular questions, like what she thinks is overrated, what's underrated, what her first investment is, and her personal investment strategy. We loved this interview, and definitely want to hear more from Emma, so if you also feel the same way - let us know via our new contact page: https://equitymates.com/contact/ Make sure you don't miss anything Equity Mates related by signing up to our email list - visit https://equitymates.com/email And if you love everything Equity Mates and want to support our work, this is where you want to go: https://equitymates.com/support/ ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at https://equitymates.com/ or check out our Youtube page https://www.youtube.com/channel/UC5f8fQrkPzswdEwp55__peQ Hosted on Acast. See acast.com/privacy for more information.
S5 E338 · Mon, February 08, 2021
Bonus Episode: Equity Mates Community Bold Predictions
For this episode we've asked you to tell us what your bold predictions for the year to come will be, and didn't you deliver! We asked you some questions in the Facebook community, and some of you used our new contact form and left us some very entertaining voice messages! If you want to get involved in future shows - make sure you visit this page: https://equitymates.com/contact/ And if you love everything Equity Mates and want to support our work, this is where you want to go: https://equitymates.com/support/ ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at https://equitymates.com/ or check out our Youtube page https://www.youtube.com/channel/UC5f8fQrkPzswdEwp55__peQ Hosted on Acast. See acast.com/privacy for more information.
S5 E337 · Sun, February 07, 2021
EM Chat: Portfolio Kick-Off for 2021
Ren doesn't want to start on a negative note, but he's not sold on the new intro. Let us know what you think of it at our new contact page: https://equitymates.com/contact. The episode begins with some key points to talk about in the portfolio: Citadel acquisition: $5.70 per share Bryce’s Palantir sneak - up 96% Bitcoin - up 88% Then we invited Daniel Ortizie to come on the program and pitch a stock for the portfolio - Adriatic Metals. ***** Make sure you don't miss anything Equity Mates related by signing up to our email list - visit equitymates.com/email And if you love everything Equity Mates and want to support our work, this is where you want to go: https://equitymates.com/support/ ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at https://equitymates.com/ or check out our Youtube page https://www.youtube.com/channel/UC5f8fQrkPzswdEwp55__peQ Hosted on Acast. See acast.com/privacy for more information.
S5 E336 · Wed, February 03, 2021
Expert Investor: Andrew Brown - Bold Predictions
You've probably heard our bold predictions for 2021, but we wanted to ask friend of the show, expert investor, and Executive Director of East 72 Holdings, Andrew Brown to join us to make some of his own. Remember, if you want to tell us what you thought of Andrew's suggestions, get in contact with Equity Mates and hear your voice on the show! Send us a message here: https://equitymates.com/contact/ Make sure you don't miss anything Equity Mates related by signing up to our email list - visit equitymates.com/email And if you love everything Equity Mates and want to support their work, this is where you want to go: https://equitymates.com/support/ ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at https://equitymates.com/ or check out our Youtube page https://www.youtube.com/channel/UC5f8fQrkPzswdEwp55__peQ Hosted on Acast. See acast.com/privacy for more information.
S5 E336 · Tue, February 02, 2021
Bonus Episode: Stock Of The Year 2021
It's time for Bryce and Alec to choose their stock of the year! Will Bryce hold his position as the Retail Whisperer, or will he break out of the bricks and mortar world? Will the Equity Mates community succeed in getting Bryce known Australia-wide as the Retail Whisperer? Will Alec's stock lose over a quarter of its value? We'll pitch two stocks that we're excited about, but remember these aren't buy, hold or sell recommendations, you always need to do your own research. If there's stock you want to pitch, then get in contact with Equity Mates and hear your voice on the show! Send us a message here: https://equitymates.com/contact/ Make sure you don't miss anything Equity Mates related by signing up to our email list - visit equitymates.com/email And if you love everything Equity Mates and want to support their work, this is where you want to go: https://equitymates.com/support/ ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at https://equitymates.com/ or check out our Youtube page https://www.youtube.com/channel/UC5f8fQrkPzswdEwp55__peQ Hosted on Acast. See acast.com/privacy for more information.
S5 E335 · Sun, January 31, 2021
EM Chat: Bold predictions for 2021
Bryce and Ren are back for 2021. And in 2021, it's a new year, *same* Equity Mates attitude... with a little bit of a twist. Alec says, 'think Equity Mates with lime'. The guys kick off the episode with a quick rundown of the huge plans in the works for EM, before launching into the old Equity Mates tradition of bold predictions for the year to come. See if you agree with their take on what's coming down the metaphorical 2021 pipeline, including who'll be at the top of the AFL ladder. If you loved the ep, and want to test out the new contact form, send us a 90 second pitch (we've already reached the threshold for Gold Coast Suns supporter messages), check that out here: https://equitymates.com/contact/ If you love Equity Mates and want to support their work, this is where you want to go: https://equitymates.com/support/ ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at https://equitymates.com/ or check out our Youtube page https://www.youtube.com/channel/UC5f8fQrkPzswdEwp55__peQ Hosted on Acast. See acast.com/privacy for more information.
S4 E334 · Wed, January 27, 2021
Summer Series: Carsales.com Ltd (ASX: CAR)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Carsales.com Ltd. Carsales.com is an online marketplace, which specializes in automotive, motorcycle and marine classifieds business in Australia. In each episode we look at: A company summary The industry Their competition The outlook and future plans Key financials Valuation For some of the companies, we've been lucky enough to get access to the CEO, where we take some of the tough questions straight to them. Superhero offers unlimited $5 trades on ASX-listed shares. For more information or to sign-up, head to their website here ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Hosted on Acast. See acast.com/privacy for more information.
S4 E332 · Sun, January 24, 2021
Summer Series: Bravura Solutions (ASX: BVS)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Bravura Solutions (ASX: BVS). Bravura Develop technology solutions for some of the world’s leading financial institutions. They're primarily in administration for the funds management sector. In each episode we look at: A company summary The industry Their competition The outlook and future plans Key financials Valuation For some of the companies, we've been lucky enough to get access to the CEO, where we take some of the tough questions straight to them. Superhero offers unlimited $5 trades on ASX-listed shares. For more information or to sign-up, head to their website here ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Hosted on Acast. See acast.com/privacy for more information.
S4 E331 · Wed, January 20, 2021
Summer Series: Treasury Wine Estates Ltd (ASX: TWE)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Treasury Wine Estates Ltd (ASX: TWE). Treasury Wines is an Australian global winemaking and distribution business with headquarters in Melbourne. It was formerly the wine division of international brewing company Foster's Group In each episode we look at: A company summary The industry Their competition The outlook and future plans Key financials Valuation For some of the companies, we've been lucky enough to get access to the CEO, where we take some of the tough questions straight to them. Superhero offers unlimited $5 trades on ASX-listed shares. For more information or to sign-up, head to their website here ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Hosted on Acast. See acast.com/privacy for more information.
S4 E330 · Sun, January 17, 2021
Summer Series: Fortescue Metals Group Ltd (ASX: FMG)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Fortescue Metals Group - an Australian iron ore company. Fortescue is the fourth largest iron ore producer in the world after BHP, Rio Tinto, and Vale In each episode we look at: A company summary The industry Their competition The outlook and future plans Key financials Valuation For some of the companies, we've been lucky enough to get access to the CEO, where we take some of the tough questions straight to them. Superhero offers unlimited $5 trades on ASX-listed shares. For more information or to sign-up, head to their website here ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Hosted on Acast. See acast.com/privacy for more information.
S4 E329 · Wed, January 13, 2021
Summer Series: Aroa Biosurgery Ltd (ASX: ARX)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Aroa Biosurgery Ltd. Aroa is a soft tissue regeneration company focused on improving the rate and quality of healing in complex wounds and soft tissue reconstruction. A company summary The industry Their competition The outlook and future plans Key financials Valuation For some of the companies, we've been lucky enough to get access to the CEO, where we take some of the tough questions straight to them. Superhero offers unlimited $5 trades on ASX-listed shares. For more information or to sign-up, head to their website here ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Hosted on Acast. See acast.com/privacy for more information.
S4 E328 · Mon, January 11, 2021
Bonus Episode: Kate Morris - Founder & Director at Adore Beauty
As part of the Summer Series with Superhero , we speak with some of the founder and CEOs of the companies we unpack. We've heard it so many times from all the experts we've spoken to - knowing about the management of a company is so important to making an investment decision. Through these conversations, we're hoping we can help you get some insight into how these founders and CEOs tick. In this episode, we chat with Kate Morris - founder & director at Adore Beauty ***** Superhero offers unlimited $5 trades on ASX-listed shares. For more information or to sign-up, head to their website here ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Hosted on Acast. See acast.com/privacy for more information.
S4 E327 · Sun, January 10, 2021
Summer Series: Adore Beauty Group Ltd (ASX: ABY)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Adore Beauty Group (ASX: ABY). Adore Beauty is Australia’s number one pure-play online beauty retailer. In each episode we look at: A company summary The industry Their competition The outlook and future plans Key financials Valuation For some of the companies, we've been lucky enough to get access to the CEO, where we take some of the tough questions straight to them. Superhero offers unlimited $5 trades on ASX-listed shares. For more information or to sign-up, head to their website here ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Hosted on Acast. See acast.com/privacy for more information.
S4 E326 · Wed, January 06, 2021
Summer Series: NEXTDC Ltd (ASX: NXT)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Nextdc Ltd. The company is involved primarily in the development and operation of independent data centres in Australia In each episode we look at: A company summary The industry Their competition The outlook and future plans Key financials Valuation For some of the companies, we've been lucky enough to get access to the CEO, where we take some of the tough questions straight to them. Superhero offers unlimited $5 trades on ASX-listed shares. For more information or to sign-up, head to their website here ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Hosted on Acast. See acast.com/privacy for more information.
S4 E325 · Mon, January 04, 2021
Bonus Episode: Wayne Baskin, Deputy CEO, CTO at Booktopia | Co-Founder of Superhero
As part of the Summer Series with Superhero , we speak with some of the founder and CEOs of the companies we unpack. We've heard it so many times from all the experts we've spoken to - knowing about the management of a company is so important to making an investment decision. Through these conversations, we're hoping we can help you get some insight into how these founders and CEOs tick. In this episode, we chat with Wayne Baskin, Deputy CEO, CTO at Booktopia & Co-Founder of Superhero . At the time of recording, Booktopia had just listed on the ASX, so we spoke to Wayne about the process of taking Booktopia public, and what the future holds. Superhero offers unlimited $5 trades on ASX-listed shares. For more information or to sign-up, head to their website here ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Hosted on Acast. See acast.com/privacy for more information.
S4 E324 · Sun, January 03, 2021
Summer Series: Booktopia Group Ltd (ASX: BKG)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Booktopia Group. Booktopia is Australia’s largest online book retailer (by market share approx. 6% by value of all book sales and 15% online book sales). In addition to books, they also sell eBooks, DVD’s, audiobooks, magazines, maps, calendars, puzzles, stationery, and cards. In each episode we look at: A company summary The industry Their competition The outlook and future plans Key financials Valuation For some of the companies, we've been lucky enough to get access to the CEO, where we take some of the tough questions straight to them. Superhero offers unlimited $5 trades on ASX-listed shares. For more information or to sign-up, head to their website here ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Hosted on Acast. See acast.com/privacy for more information.
S4 E323 · Wed, December 30, 2020
Summer Series: CSL Limited (ASX: CSL)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack CSL - one of the market darlings on the ASX. CSL Limited is a global specialty biotechnology company that researches, develops, manufactures, and markets products to treat and prevent serious human medical conditions. In each episode we look at: A company summary The industry Their competition The outlook and future plans Key financials Valuation For some of the companies, we've been lucky enough to get access to the CEO, where we take some of the tough questions straight to them. Superhero offers unlimited $5 trades on ASX-listed shares. For more information or to sign-up, head to their website here ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Hosted on Acast. See acast.com/privacy for more information.
S4 E322 · Mon, December 28, 2020
Bonus Episode: Andy Taylor, Founder & CEO of Douugh
As part of the Summer Series with Superhero, we speak with some of the founder and CEOs of the companies we unpack. We've heard it so many times from all the experts we've spoken to - knowing about the management of a company is so important to making an investment decision. Through these conversations, we're hoping we can help you get some insight into how these founders and CEOs tick. In this episode, we chat with Andy Taylor, the founder and CEO of Douugh. At the time of recording, DOU was publicly trading on the ASX, but at the time of the release of this episode, it is in voluntary suspension, following the news it is looking to acquire a millennial-focused investment company. Superhero offers unlimited $5 trades on ASX-listed shares. For more information or to sign-up, head to their website here ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Hosted on Acast. See acast.com/privacy for more information.
S4 E321 · Sun, December 27, 2020
Summer Series: Douugh Ltd (ASX: DOU)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Douugh Ltd (ASX: DOU). Douugh is a fintech, looking to disrupt how people manage their money. At the time of recording, DOU was publicly trading on the ASX, but at the time of the release of this episode, it is in voluntary suspension, following the news it is looking to acquire a millennial-focussed investment company. In each episode we look at: A company summary The industry Their competition The outlook and future plans Key financials Valuation For some of the companies, we've been lucky enough to get access to the CEO, where we take some of the tough questions straight to them. Superhero offers unlimited $5 trades on ASX-listed shares. For more information or to sign-up, head to their website here ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Hosted on Acast. See acast.com/privacy for more information.
S4 E320 · Wed, December 23, 2020
Summer Series: Electro Optic Systems (ASX: EOS)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Electro Optic Systems (ASX: EOS). It's a company whose core business is in operating in defence contracting markets, the space sector and, communications. In each episode we look at: A company summary The industry Their competition The outlook and future plans Key financials Valuation For some of the companies, we've been lucky enough to get access to the CEO, where we take some of the tough questions straight to them. Superhero offers unlimited $5 trades on ASX-listed shares. For more information or to sign-up, head to their website here ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Hosted on Acast. See acast.com/privacy for more information.
S4 E319 · Sun, December 20, 2020
Summer Series: Zip Co (ASX: Z1P)
Welcome to the Equity Mates Summer Series of 202 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In each episode we unpack: A company summary The industry Their competition The outlook and future plans Key financials Valuation For some of the companies, we've been lucky enough to get access to the CEO, where we take some of the tough questions straight to them. To kick off the Equity Mates summer series, we’re starting with one of the ASX’s market darlings for 2020, Zip Pay. Part of the Buy Now, Pay Later sector, Zip is up over 70% year to date and up over 700% since changing its name in January 2018. Superhero offers unlimited $5 trades on ASX-listed shares. For more information or to sign-up, head to their website here . ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page , where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Hosted on Acast. See acast.com/privacy for more information.
S4 E318 · Wed, December 16, 2020
EM Chat: Bold Predictions - Who Came Out On Top?
Well, we made it to the end of 2020! What a crazy year! When we did our bold predictions back in January, if you'd told us we would see the fastest crash and then the fastest recovery in history, we'd have laughed you out of the room. But here we are. In this episode, we go through our bold predictions of 2020, to see who came out on top. Thanks for all of your support this year. We couldn't have done it without you. Stay tuned for the Summer Series - a deep dive into 12 Australian companies. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page , where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Hosted on Acast. See acast.com/privacy for more information.
S4 E317 · Sun, December 13, 2020
EM Portfolio: Yearly Wrap For The Equity Mates Portfolio
It's been 6 months since we launched the Equity Mates portfolio, so as we draw closer to the end of 2020 we wanted to review where it's at. In this episode, we take a look at the core portfolio, its performance, and review the current ETF structure. We also go through the winners and losers of the satellite portfolio, discuss the Bitcoin position, and what's to come in 2020. If you'd like to make a stock pitch for the portfolio in 2021, feel free to hit us up through our social channels, our website or email. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page , where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Hosted on Acast. See acast.com/privacy for more information.
S4 E316 · Wed, December 09, 2020
Expert Investor: Qiao Ma And The Investment Thesis For Shenzhou International
Qiao is the Portfolio Manager of the Asian Equities Fund at Cooper Investors, an Australian-based, long-only investment manager with over $12 billion assets under management. Prior to starting at Cooper in 2017, Qiao spent several years investing in the technology and consumer sectors across Asia and the US. She worked at Lehman Brothers, Coatue Management and was Head of Asia for Jericho Capital, a multi-billion dollar global investment fund based in New York. Qiao was a presenter at the 2020 Sohn Hearts and Minds conference where she pitched Shenzhou International. In this episode, we discuss: The incredible story of Qiao's first investment What is was like working at Lehman Brothers during the GFC The investing philosophy at Cooper's Investment Why Asia is a focus for opportunity for Qiao The investment thesis for Shenzhou International Plus so much more! If you'd like more information on Cooper Investors, click here. If you'd like access to all the Sohn Hearts and Minds conference stocks, you can through the HM1 LIC . ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page , where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Hosted on Acast. See acast.com/privacy for more information
S4 E315 · Mon, December 07, 2020
ALL Your Broker Questions Answered
Over three episodes, we’re going to be doing a Broker Basics with Superhero. We crowdsourced your questions from the Equity Mates Community and included a few of our own. We’ll be covering Fundamentals of Brokers Choosing the right broker for you Making a trade and managing your portfolio. This is going to be your one stop shop for ALL of your broker questions. We’ve brought in an expert from Superhero to help us through it all. Make sure you subscribe to Get Started Investing so you don't miss the launch! Hosted on Acast. See acast.com/privacy for more information.
S4 E314 · Sun, December 06, 2020
Expert Investor: Hamish Corlett & Why He Pitched Slack At Sohn Hearts & Minds | TDM Growth Partners
This episode is a 'must-listen'. Hamish Corlett is a co-founder of TDM Growth Partners and serves on the Board of Directors of ASX-listed SomnoMed and Tyro Payments. He has significant experience in developing fast-growing software and FinTech businesses. Along with co-founders Tom Cowan and Ben Gisz, Hamish has overseen TDM’s incredible track record, delivering 20%+ returns over the past 15 years. We were also joined by Rory Lucas who is the Chief Investment Officer for the ASX-listed company Hearts and Minds Investments (ASX: HM1). Hearts and Minds is a unique listed investment company that draws on the investing expertise of the Australian investing community to give back to charitable causes. Hamish recently pitched at the Sohn Hearts and Minds Conference. It was an amazing pitch, where he put forward Slack as his high conviction stock. We asked Hamish to join us, to unpack his thesis and the work he is doing at TDM and Hearts and Minds as a core portfolio manager. We also had Rory in to give us a wrap-up of the conference of 2020. In this episode we discuss: Rory's thought on the conference for 2020, and the themes that emerged Hamish's journey in taking TDM from $1 million under management to over $1 billion Why it's important for Hamish and TDM to participate in the Sohn Hearts and Minds Conference The investment thesis behind Slack Why he was 'sad' to hear about the Salesforce announcement What other high conviction stocks are in the portfolio Plus, lots more! If you want to see Hamish's pitch, click here . For more information on Hearts and Minds Investment, click here ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page , where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to <a href="https://equitymates.com/?
S4 E313 · Wed, December 02, 2020
EM Chat: The Process Of Taking Plenti Through An IPO
In 2020 we've focussed on the Initial Public Offering process, and have spoken with a few CEOs and founders who have gone through the process with their company. Recently you may have noticed our friends at Plenti (formally RateSetter) not only did a brand change, but they also listed on the ASX. We brought in Ben Milsom (Chief Commercial Officer) and Glenn Riddell (Chief Operating Officer) to help us unpack the process they went through, and what is next for Plenti. In this episode we discuss: The background of Ben and Glenn, and how they both came to be co-founders of Plenti What it was like inside the room when they decided they wanted to do an IPO The process they went through to prepare for the IPO The decision to rebrand Why they've introduced a rate cap What life is like in the public markets Plus much more! To celebrate Plenti funding $1 billion in loans, new investments in the 5 Year Income lending market until 23 December can earn up to 7.2% p.a. ! Read the PDS at www.plenti.com.au before investing. T&Cs here: https://www.plenti.com.au/terms-and-conditions/5-year-christmas-bonanza/ See important information about returns and investing on the Plenti website. https://www.plenti.com.au/equitymates . ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page , where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more <a href="htt
S4 E312 · Sun, November 29, 2020
EM Chat: Steven Mabb & The Australian Shareholders Association
Steven is a director of the Australian Shareholders Association, a not for profit member based organisation, helping educate retail shareholders and advocate for them with listed companies and regulators. Prior to becoming a director of the ASA, Steven was a successful entrepreneur launching and scaling a footwear brand Vionic Group before being acquired in 2018. In this episode we discuss: Steven's background in entrepreneurship Steven's investing philosophy The purpose and role of the Australian Shareholders Association (ASA) The key focus areas of the ASA The role of a company mointor Plus, much more! If you'd like more information on ASA, head to their website . ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page , where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Hosted on Acast. See acast.com/privacy for more information.
S4 E311 · Wed, November 25, 2020
Expert Investor: Paul Wilson - Finding Opportunities In Australian Technology
We last spoke with Paul in 2019, when COVID wasn't around, and the Australian technology sector was really picking up pace. We asked him back on the show because we wanted to know how he'd managed COVID, and what further investment opportunities it has presented Bailador. Paul has had extensive private equity investment experience as a Director of CHAMP Private Equity in Sydney and New York, with MetLife in London, and as Executive Director at media focused investment group, Illyria Pty Ltd (private investment company of Lachlan Murdoch). Paul is co-founder and partner of Bailador - specialist investor in IT and Media. Paul is also Director of SiteMinder, Straker Translations, Stackla, the Rajasthan Royals IPL cricket franchise, and ASX listed Vita Group Limited. In this episode, we discuss: Why Paul invests How Bailador navigated COVID How they are now trying to find value and price companies If Bailador's investing universe has changed Where there might be new opportunities in the Australian technology sector Trends to expect to see play out in 2021 Bailador is a specialist investor in media and technology. They're listed on the ASX under BTI. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page , where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Hosted on Acast. See acast.com/privacy for more
S4 E310 · Sun, November 22, 2020
Expert Investor: John Winters - Disrupting traditional brokers at Superhero
There's been a lot written about Superhero recently. The latest entrant into the Australian online broker space is offering $5 trades for Australian stocks and free trades for Australian ETFs, putting the more-expensive traditional brokers on notice. At Equity Mates, one of our official policies is 'we hate fees', so we love any company working to make markets cheaper and more accessible. So we sat down with the co-founder and CEO of Superhero, John Winters, to hear about his journey of starting Superhero and where he sees the company going. If you want to learn more about Superhero, check out their website here . ——— Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page , where you can find resources to search for a registered financial professional near you. ——— Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. ——— Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E309 · Wed, November 18, 2020
Expert Investor: Jess Amir - Lessons From 2020 & The Outlook For 2021
It was great to have Jess Amir back on the show. Jess is a Market Analyst at Bell Direct. We had Jess on in June 2020, and we invited her back to review her bold predictions, to share some lessons from 2020, and to provide us with some thoughts on what is to come in 2021. in this episode, we discuss: The bold predictions, and how they have stacked up What Jess learnt about markets during 2020, and from COVID Trends seen in 2020 Sectors to watch in 2021 ———- Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page , where you can find resources to search for a registered financial professional near you. ———- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E308 · Mon, November 16, 2020
Bonus Episode: Meet Comedian V Economist
Equity Mates Media is excited to be launching a new show for the Equity Mates Community. Comedian V Economist is everything you've wanted to know about the economy but are too bored to ask. In this bonus episode, we sit down with the two hosts - brothers comedian Adam and Thomas the economist. We hear about the reasons for starting the show, their ambitions and what we can expect from the first couple of episodes. Make sure you subscribe to the podcast by searching 'Comedian V Economist' in your podcast player now. ———- Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page , where you can find resources to search for a registered financial professional near you. ———- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E307 · Sun, November 15, 2020
EM Portfolio: November Stock Pitches & Portfolio Update
It's time for our November investment committee meeting, and what an episode we have. Once a month, we take everything we've learnt on the podcast and try and apply it to a hypothetical portfolio. Remember, we aren't experts and we are not giving advice. We just wanted to have a bit of fun and make our journey of investing public. So join us as we continue learning through our hypothetical portfolio. In this month's portfolio episode we review both the core and the satellite portfolio and add a number of positions to the satellite portfolio. ———- Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page , where you can find resources to search for a registered financial professional near you. ———- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E306 · Wed, November 11, 2020
Expert Investor: David Prescott & Jack Trengove - Can value investing make a come back?
Value investing is going through a rough time at the moment. Not since the heady days of the late 1990's has value so underperformed growth as an investment strategy. To discuss everything value investing we spoke to Lanyon Asset Management's David Prescott and Jack Trengove. David is the founder and Managing Director of Lanyon. He has over 18 years funds management experience across Australia and the UK. Jack is an Equities Analyst at Lanyon. Prior to working at Lanyon, Jack was a professional AFL player for Melbourne and Port Adelaide. Together they discussed the state of the value investing industry today. We also unpacked Lanyon's investing philosophy and their process for identifying and researching stocks and then managing their portfolios. Towards the end of the interview, David and Jack both shared some particular companies and sectors they're finding interesting at the moment. For more information on Lanyon Asset Management, head to their website here . ——————– Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E305 · Sun, November 08, 2020
Industry Deep Dive: Cloud 101
When Natalie Piucco reached out to us and pitched a deep dive on the Cloud industry, we couldn't resist. Natalie is a Cloud Technologist, and Equity Mates community member, and works at Google. The Cloud industry is growing at a phenomenal rate, and is one that we were keen to understand more about, given the opportunities it presents to investors. In this episode we cover: Natalie's Cloud superpower An intro to Cloud and the main players The three main categories of Cloud Benefits of Cloud Investing in Cloud Future trends ——————– Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E304 · Thu, November 05, 2020
Expert Investor: Nick Griffin - Finding High Growth Companies
Nick Griffin is the founding Partner and the Chief Investment Officer of Munro Partners . He is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Has has extensive experience, and has been managing global long / short equity mandates for over 12 years. We were honoured to chat with Nick about his investing philosophy and process searching for growth companies. Nick is also a conference fund manager for the Sohn Hearts & Minds conference in Australia, and will be pitching again in 2020. Nick pitched the Trade Desk (NASDAQ: TTD) at 2019 Sohn Hearts and Minds Conference which is up 150% (since pitched on 22 November 2019). This was a fantastic interview, where we covered: Where his research process starts? How do you know when to enter and exit a stock when looking at it through a growth framework? Does value mean anything - what do you say to people who look at the P/Es of Amazon, Afterpay etc and comment on valuation? Discounted cash flow and his views on record low interest rates Plus so much more! We hope you enjoy this interview as much as we did. If you want to see more of Nick, a reminder you can buy tickets to the Sohn Hearts & Minds Conference to see his stock pitch, along with other fund managers. For 20% off the ticket price use HM1MATES ——————– Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E303 · Sun, November 01, 2020
EM Chat: Exciting News For Equity Mates!
After 300 episodes and almost 4 years of Equity Mates, we're super excited to be able to say we're now going full-time! Firstly, a HUGE thank you to the Equity Mates community for the continued support. Without it, we wouldn't be able to take this opportunity. Our mission at Equity Mates is to make the markets accessible for the everyday investor. We're excited to be able to spend more time focussing on bringing you content and resources that will make your investing journey easier and more successful. So watch this space! ——————– Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E302 · Thu, October 29, 2020
Expert Investor: Tom Piotrowski - Key Investing Lessons From Years In The Markets
Tom is a Market Analyst at CommSec, and a cult figure in the finance space, and we loved chatting to him. In this episode we cover: Key pillars to building an investment portfolio Common misconceptions beginners have about the sharemarket Biggest lessons from COVID Lessons from his conversations with some of Australia's best CEO's in his Executive Series ——————– Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E301 · Sun, October 25, 2020
Meet the Investor: Hamish Douglass on US Election, COVID and Magellan Portfolio
Hamish Douglass and Magellan Financial Group are having a moment. With strong returns and $100 billion in funds under management, there may be no fund manager more in demand than Douglass. Aside from Warren Buffett and Charlie Munger, Douglass may be the most requested fund manager from the Equity Mates community. While we are yet to get Douglass on the podcast, in this episode we've got the next best thing. Douglass recently did an update for Magellan investors that included a hour long Q&A on everything from the US election to the IPO of China's Ant Financial. In this episode we feature Douglass' Q&A in its entirety, so you can hear from one of Australia's greatest investors. -------------------- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E300 · Thu, October 22, 2020
Expert Investor: Rory Lucas - Investing with Purpose
Happy 300th episode Equity Mates! We've got a special episode for you to mark this awesome milestone. Rory Lucas may have the best job in Australian finance. As the Chief Investment Officer of Hearts & Minds Investments, he is responsible for taking some of the best ideas from the greatest investors in Australia and around the world and managing them in a listed investment company (ASX: HM1). Hearts & Minds Investments is a unique listed investment company. It has been set up to support a variety of different charitable causes in Australia. The way it works? Every year, the best investors in Australia pitch their best investment ideas at the Sohn Hearts & Minds Investment Leaders Conference . Rory takes these ideas, invests in them through HM1 and instead of taking a management fee, every year 1.5% of the fund's assets under management are donated to charity. This year the 2020 Sohn Hearts & Minds conference is taking place on 13 November 2020, so we thought this was the perfect time to sit down with Rory and learn more about the Hearts & Minds conference and listed investment company. In this episode you will learn: Rory's background in finance and his first investment Rory's investing philosophy The story of how the Hearts & Minds Conference started How Hearts & Minds uses investing to support a number of charitable causes The split of the Hearts & Minds portfolio between the core portfolio and conference portfolio The six heavyweight Australian investors that manage the HM1 core portfolio The conference process and how the stocks pitched get added to HM1 Some of the most notable companies pitched at previous conferences How the plans for the 2020 conference have been affected by COVID-19 As a special offer for the Equity Mates community, we are excited to offer 20% off the ticket price for the 2020 Sohn Hearts & Minds Conference. This offer is only available for the first 25 Equity Mates to use this code, so get in quick! How to claim this offer: Head to the Sohn Hearts & Minds Conference page Enter the discount code 'HM1MATES' The ticket price should drop to $400 (down from $500) Fill in your details and complete the checkout process If you want to read more from Rory, sign up to his monthly email newsletter here . -------------------- Have you just started your investing journey? Head over to <a
S4 E299 · Sun, October 18, 2020
EM Portfolio: Community Stock Pitches & October Buys
It's time for our October investment committee meeting, and what an episode we have. As per the rules of the portfolio, we add to two ETFs in our core portfolio. For our satellite portfolio, we hear two stock pitches from members of the Equity Mates community. Daniel and Euan both come on to walk us through stocks they believe will be great additions to the EM portfolio. It was awesome to have them both on - and we encourage other members to submit their ideas as well via our social channels or email. ———- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E298 · Thu, October 15, 2020
Expert Investor: Rudi Filapek-Vandyck - Finding truly great, long-term businesses
We love innovators, and we love people that challenge the status quo. That's why we had such a good time chatting to Rudi Filapek-Vandyck. Rudi is founder and editor of FNArena - a site with some of the best research on Australian companies you'll find. Editor Rudi founded FNArena in June 2002, having successfully built up an online financial news service in the Netherlands. His active career extends beyond three decades, including as publisher of printed magazines and investigative reporter. Rudi is a popular market analyst whose straight-shooting, common sense analysis and outside-the-box thinking has gathered a loyal following throughout Australia. He’s a regular commentator on Sky Business and a consultant to boutique investment firms. Rudi regularly travels around the country to share his insights and analysis live on stage with investors. He is the architect of the All-Weather Performers concept, providing regular updates for paying subscribers at FNArena. In this episode, we discuss: Rudi's story, and how he came to start FNArena The impact of COVID on reporting season The 'great debate' and what it means Rudi's investing philosophy The characteristics of great, long-term businesses Plus, much more! To read the full list of books Rudi mentioned, check out the post in the Equity Mates Facebook Group . If you would like to try FNArena , and all the services they offer, mention EQUITY MATES in the comments box when you sign-up and Rudi will give you a 4-week free trial. ---------- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopene
S4 E297 · Mon, October 12, 2020
The Journey Of A Millennial Getting Into The Markets - Part 3
Over three episodes, we track the journey of a millennial, who has never invested before, but knows it’s the right thing to do. We cover the basics, what he can invest in, answer all of his questions, and then watch as he finally pulls the trigger on something more meaningful than a 60-inch 4K computer monitor! Hopefully by the end of these 3 episodes, you too will be inspired to take your first step into the markets, as we show you how easy it can be, particularly thanks to technology and apps such as CommSec Pocket. In this episode we check-in on Rohan after he's made his first investment, to discuss the idea of dollar-cost-averaging, portfolio construction, and to answer all of his questions. Start small with CommSec Pocket. Download CommSec Pocket in the App Store or Play Store and get started today. -------------- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E296 · Sun, October 11, 2020
Deep Dive: Video Game Industry
One industry that has been boosted by the COVID-lockdowns is the video game industry. With hundreds of millions of players around the world and some of the world's biggest companies looking for ways to get involved, this is a fascinating industry to review. We were joined by a member of the Equity Mates community, Ollie Powell, who took us through this industry in great detail. As we learnt in this episode, the video game industry is undergoing big structural changes and there will be some big winners and losers. By the end of this episode you'll have a good understanding of what is changing and where this industry is going. In this episode you will learn: Background on the industry How virtual reality and augmented reality are being adopted Some of the most popular titles for consoles, PCs and mobile The impact of COVID on the industry The growing industry for watching video game content The outlook for the industry and how its changing Some of the major companies involved in the industry A few different ETF options Read Ollie's written deep dive on the Equity Mates website here . ------------------- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E295 · Thu, October 08, 2020
Expert Investor: Andrew Brown - Finding Opportunities in 2020
2020 has been a strange year for markets. With so much happening and so much uncertainty, we turned to one of our favourite expert investors Andrew Brown to help make sense of it all. Andrew is the Executive Director of East 72, an Australian listed investment company, and is the investor we turn to when we are trying to understand what is happening in markets. In this interview we unpack a lot - from what is happening in US markets, what Trump's COVID diagnosis means for markets, Andrew's thoughts on the Buy Now, Pay Later sector and where Andrew is seeing opportunity in Australia's markets. Andrew is always ready with a contrarian take, and we're confident you'll be surprised by some of the companies he's watching and investing in. ------------------- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E294 · Thu, October 08, 2020
G.S.I | ETFs For Beginners
We're about to launch our ETFs For Beginners series. Hear what it's all about and make sure you subscribe to Get Started Investing so you don't miss it. Hosted on Acast. See acast.com/privacy for more information.
S4 E293 · Mon, October 05, 2020
The Journey Of A Millennial Getting Into The Markets - Part 2
Over three episodes, we track the journey of a millennial, who has never invested before, but knows it’s the right thing to do. We cover the basics, what he can invest in, answer all of his questions, and then watch as he finally pulls the trigger on something more meaningful than a 60-inch 4K computer monitor! Hopefully by the end of these 3 episodes, you too will be inspired to take your first step into the markets, as we show you how easy it can be, particularly thanks to technology and apps such as CommSec Pocket. In this episode we unpack what Rohan can invest in and how. He's keen on ETFs and a few individual stocks, so we begin by understanding what is available on CommSec pocket, and how the options fit with Rohan's investing ambitions. By the end of the episode, Rohan actually makes his first investment! Start small with CommSec Pocket. Download CommSec Pocket in the App Store or Play Store and get started today. Hosted on Acast. See acast.com/privacy for more information.
S4 E292 · Sun, October 04, 2020
Portfolio Update | Ask Us Anything | ETF Competition
As usual, once a month we take a few questions from the Equity Mates community to answer on the show. In this episode we cover: Investing under 18 years old Choosing managed funds Dual listed stocks We also touch on the ETF competition, and go through some of the amazing entries that are coming in, and give you an update on the Equity Mates Hypothetical Portfolio. ------------------- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E291 · Wed, September 30, 2020
CEO Series: Orni Daniel - Co-CEO of Gefen Technologies on Going Public During COVID
In this episode we were joined by Orni Daniel, the Co-CEO of Israeli Software as a Service (SaaS) business Gefen Technologies. Orni is currently guiding Gefen through the Initial Public Offering (IPO) process, with plans to list on the ASX by the end of 2020. We were particularly interested in how the IPO process has been affected by COVID-19 and why an Israeli company would choose to list in Australia, so we get into these topics amongst others in this interview. In this episode you will learn: Orni's background and how he came to co-found Gefen Technologies What Gefen's SaaS product does and the problem it is solving Orni's management philosophy and how he approaches leading Gefen Gefen's growth story to date and why it decided now was the right time to IPO Why Gefen chose to list on the ASX How COVID affected the IPO process What were some of the biggest learnings during the IPO process For more information on Gefen, head to their website here . ------------------- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E290 · Tue, September 29, 2020
Bonus Episode: GYG & The Ambitions Of Going Public
In this episode we continue our exploration of Initial Public Offerings (IPO). In the last bonus episode, we got an in-depth understanding of the IPO process at TDM Growth Partners from one of the co-founders, Tom Cowan. We thought it’d be a great idea for Tom to talk us through a real life example of a company considering an IPO. We were pumped to have Steven Marks join us in the studio - the founder and CEO of Guzman y Gomez . It has been an ambition of Steven's to one day take GYG public, so we sat down with him to understand the journey of GYG, what about GYG made it an interesting investment for TDM, and Steve's thoughts about a potential IPO. Again, this was such a fascinating interview - to have two passionate experts in the studio sharing their knowledge and stories was incredible and we hope you get something out of this interview. For more information on TDM, and to receive their information-rich newsletter (seriously, it's awesome!), click here Hosted on Acast. See acast.com/privacy for more information.
S4 E289 · Mon, September 28, 2020
Bonus Episode: Inside The IPO Process with Tom Cowan | TDM Growth Partners
As a retail investor, we often don't get a lot of insight into what goes on behind closed doors when a company goes from being private to public, and is listed on the stock exchange. It is critical to get the process right, to set up a company, and its investors, for long-term success. Over the next two episodes we get a view inside the process TDM Growth Partners use when they help companies through an Initial public Offering. It's fascinating. To help us through it, we sat down with Tom Cowan. Tom is a co-founder and member of the investment team at TDM Growth Partners. Tom, alongside his fellow partners Hamish Corlette and Ben Gisz’s, has grown TDM from $1m to over $1b in assets under management. Over the years, Tom has sat on the board of several ASX-listed companies and was the youngest Chairman of an ASX200 company. TDM has helped some notable Australian companies through the IPO process - Pacific Smiles, Baby Bunting, Tyro Payments - so have plenty of experience to share. We hope you enjoy this two-part series as much as we did recording it. For more information on TDM Growth Partners, and to receive their information-rich quarterly email, click here Hosted on Acast. See acast.com/privacy for more information.
S4 E288 · Mon, September 28, 2020
The Journey Of A Millennial Getting Into The Markets - Part 1
Over the next three episodes, we’re going to track the journey of a millennial, who has never invested before, but knows it’s the right thing to do. We’re going to cover the basics, what he can invest in, answers all of his questions, and then watch as he finally pulls the trigger on something more meaningful than a 60-inch 4K computer monitor! Hopefully by the end of these 3 episodes, you too will be inspired to take your first step into the markets, as we show you how easy it can be, particularly thanks to technology and apps such as CommSec Pocket. In this episode we address all the basic questions that Rohan has when it comes to starting his journey, from what broker to use, "what investment will make me the most money?", his investing goals plus much more. Rohan asks the questions that you also likely have. Start small with CommSec Pocket. Download CommSec Pocket in the App Store or Play Store and get started today. Hosted on Acast. See acast.com/privacy for more information.
S4 E287 · Sun, September 27, 2020
EM Chat: State of Electric Vehicle Industry (Tesla, Nikola & Workhorse)
This episode is a little different that usual. During COVID we started an 'Afternoon Beer Discussions' series on YouTube . The concept was simple - we'd jump on Zoom and discuss one topic over one beer. It was a chance for us to just chat about a topic that interested us and it was a little more informal that your usual Equity Mates podcast episode. We've just brought the series back to YouTube and wanted to share an episode for our podcast listeners to enjoy. In this episode we break down the state of the electric vehicle industry and what is happening with the three major US electric vehicle stocks - Tesla (NASDAQ: TSLA), Nikola (NASDAQ: NKLA) and Workhorse Group (NASDAQ: WKHS). We are all witnessing a massive, structural change in the way cars and trucks are made. In response to climate change, petrol-fuelled, internal combustion engines are being replaced by electric and hydrogen-powered engines. The companies leading this change had enjoyed incredible share price performance to start 2020 (Tesla was up 480%, Nikola was up 673% and Workhorse was up 897%). However, the last few months have seen all of these stocks fall and lose at least a quarter of their value. In this episode we chat about what has happened and why all three companies have seen their share price fall recently. ------------------- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E286 · Thu, September 24, 2020
Expert Investor: Viktor Shvets - Future of humanity and impact on investing
This episode is a big one. Full of big ideas and a lot of thoughts about the future. We were joined by Viktor Shvets, Managing Director & Head of Asia-Pacific and Global Strategy at Macquarie Bank and author of 'The Great Rupture: Do we need to be free? Three empires, four turning points and the future of humanity'. Viktor has spent a lot of time thinking about the future of humanity and what that will mean for the economy and investors. In this episode we try and unpack it all and learn from his insight. We start with what is happening in markets today - COVID, expansive monetary policy and growing government debt - and then discuss where the world is going, and touch on everything from Modern Monetary Theory, Bitcoin, Artificial Intelligence and the future of work and political systems. To purchase Viktor's book, click here . ------------------- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E285 · Mon, September 21, 2020
Expert Investor: Market & Watchlist Update With Julia Lee
In this episode we sit down with Julia Lee, from Burman Invest. Julia has been a regular on the show, as part of our Mastermind series. We wanted to get her views on: her major lessons from the COvID-19 crash any permanent changes she's seeing as a result of COVID-19 reporting season highs and lows buy now, pay later - when will it end? stocks on Julia's watchlist ------------------- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E284 · Thu, September 17, 2020
Expert Investor: Victoria Devine - Lessons on Personal Finance & Investing
For this episode, we were joined by financial advisor and fellow podcaster Victoria Devine. Victoria is the co-founder of Zella, a financial advice business based in Melbourne, and founder of She's on the Money, a financial education platform empowering women with the tools and confidence they need to change their financial situations. As an expert on personal finance, Victoria shared plenty of important lessons on budgeting, cash flow and getting your finances in order. We also heard about the journey of She's on the Money and how a Facebook group designed for women to discuss personal finance has grown into an 80,000-strong community and a top rated podcast and education platform. ------------------- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E283 · Sun, September 13, 2020
EM Portfolio: Stock Pitch - Salesforce (CRM)
It’s time for another investment committee meeting for the Equity Mates Hypothetical Portfolio. As we continue this learning experience of building out a hypothetical portfolio, we hear Bryce's first stock pitch. Bryce has chosen one of the large software companies over in the States - Salesforce (CRM). For more information on the Equity Mates Hypothetical Portfolio – head to our Portfolio webpage here . __________ Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E282 · Thu, September 10, 2020
Expert Investor: Rory Cunningham - Lessons from the 2020 ASX Investor Study
Every year, the ASX survey Australian investors to take the pulse of the Australian investment community. They look at who's investing, what they're focusing on and trends that are emerging throughout the investor landscape. The ASX have just released their 2020 study and we were joined by Rory Cunningham to discuss what they found. Rory is the Senior Manager of Investment Products at the ASX. He is responsible for expanding the range of investment products that are available on the ASX and for making these products more accessible to investors throughout Australia. Prior to joining the ASX, Rory held positions at Fidelity Investments and Perpetual Investments. He has a Bachelor of Commerce and an MBA from the University of Sydney. In this episode we cover: What is the ASX Investor Study How it is done, and how COVID affected it this year The key lessons from the 2020 edition of the ASX Investor Study Some of the key trends that are emerging amongst Australian investors Why Australians are investing How investor behaviour has changed during COVID How Rory expects investing trends to evolve over the coming years You can read the full 2020 ASX Investor Study here . __________ Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E281 · Mon, September 07, 2020
Deep Dive: Cyber Security
In today's episode we take a look at the fast growing cyber security industry. There's a lot of reasons to like this industry. With more and more of our infrastructure being electrified, and everything from our jobs to our social lives moving online, cyber security has never been more important. In the coming years, the internet of things will connect everything from our fridge to our car, and the advent of machine learning and artificial intelligence will only accelerate this trend. With this context in mind, protecting critical infrastructure and networks has never been more important. There are a number of great companies (with not so great names...) that offer cyber security services to governments, businesses and individuals. In this deep dive we take a look at the industry, some of its key attributes and how you can invest in it. In this episode you will learn: The context for the cyber security industry Some of the common cyber security risks The story of notable cyber attacks COVID's impact on the cyber security industry Why Bryce hates the name of many cyber security companies How you can conceptualise the different players in the cyber security industry The options to invest in cyber security - ETFs, cyber-related stocks and cyber security stocks Some of the key risks to investing in the cyber security industry For more, check out the cyber security deep dive on the Equity Mates website . __________ Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E280 · Thu, September 03, 2020
Expert Investor: Lyn Alden - Bitcoin, the US Dollar & The Fed
The past few months have seen an unprecedented monetary policy response from the US Federal Reserve. Under the guise of doing 'whatever it takes' to keep the markets and economy stable, the Fed has printed money at rates never seen before, with much of it ending up in financial markets. To help us understand what the long-term implications of this policy setting will be, we spoke to Lyn Alden, an expert on macroeconomic issues with over 15 years experience in investment research. Lyn's work has been editorially featured or cited on Business Insider, Marketwatch, Time’s Money Magazine, The Daily Telegraph, The Philadelphia Inquirer, The Street, CNBC, US News and World Report, Kiplinger, Huffington Post, and she has appeared on Real Vision, The Investor’s Podcast Network, The Rebel Capitalist Show, The Market Huddle, and many other podcasts. She is also a regular contributor to Seeking Alpha, FEDweek, and Elliot Wave Trader. In this episode we cover: Lyn's personal investing philosophy How she explains what has happened in financial markets since COVID The US government's fiscal response and what it means for US government's debt How the US will manage its debt (now over 100% of GDP) Whether the US dollar will hold its status as global reserve currency The Federal Reserve's monetary response to the COVID crisis The long-term implications of the Fed's $7 trillion balance sheet What discount rate Lyn uses with interest rates at historic lows Why Lyn is bullish on Bitcoin __________ Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E279 · Sun, August 30, 2020
EM Portfolio: Listener Stock Pitch - Citadel Group
Building the hypothetical portfolio is as much about hearing ideas from the Equity Mates community as it is about our ideas. In this week's episode, we welcome Ben, from University Of Western Australia Student Managed Investment Fund , for the first listener stock pitch! Ben and the team have spent time analysing Citadel Group Ltd (ASX: CGL), so we invited him on to pitch the stock for the Equity Mates Satellite Portfolio. For more information on the Equity Mates Hypothetical Portfolio – head to our Portfolio webpage here . This is not a buy, hold or sell recommendation. The purpose of this portfolio is to learn about others ideas and processes of investing. __________ Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E278 · Thu, August 27, 2020
Expert Investor: Owen Raszkiewicz - Software and Small Caps
In today's interview, we sat down with founder and lead investment analyst at Rask Invest, Owen Raszkiewicz. Owen is an expert in small cap investing and the founder of two successful investing podcasts - The Australian Investors Podcast and The Australian Finance Podcast. In this interview we unpack Owen's investing philosophy and then go deep on two particular areas of the Australian market - small caps and software stocks. In this episode you will learn: Owen's investing philosophy, including his 10 rules for investing His thoughts on COVID's effect on the markets What the recent ASX reporting season has taught him Why Owen focuses on small cap companies The reason why software companies offer particularly attractive investment opportunities Resources discussed: Rask Invest's courses (with Equity Mates listener discounts) The Rask Invest philosophy Owen's value investing program Owen's YouTube presentation on Xero & his investment philosophy ASX software stocks (Owen's articles): 10 largest software/tech stocks on the ASX 10 software stocks under $1 billion market cap 10 software stocks under $500 million Australian Finance Podcast Australian Investors Podcast __________ Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here .</
S4 E277 · Mon, August 24, 2020
EM Portfolio: First Investment Committee Meeting
It's time for the first investment committee meeting for the Equity Mates Hypothetical Portfolio. As we continue this learning experience of building out a hypothetical portfolio, we hear the first stock pitch. To kick it off we discuss a stock that has performed particularly well over the past few years - Magellan Financial Group (ASX: MFG). For more information on the Equity Mates Hypothetical Portfolio - head to our Portfolio webpage here . __________ Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E276 · Thu, August 20, 2020
EM Chat: ASX Reporting Season - Winners & Losers
Reporting season is one of the most important times of the year for the stock market. All listed companies are required to update the market on how they've been going, and in August every year the majority of Australian companies report their full year results. So we've taken some of our favourite names and discussed their results on today's podcast. We also discuss our overall impressions of FY20 earnings season and what we've learnt so far. In this episode you will hear us discuss: Coles (ASX: COL) JB Hi Fi (ASX: JBH) Kogan (ASX: KGN) Baby Bunting (ASX: BBN) Breville (ASX: BRG) Magellan (ASX: MFG) Woodside (ASX: WPL) Transurban (ASX: TCL) Treasury Wine Estates (ASX: TWE) SCA Property Group (ASX: SCP) GPT Group (ASX: GPT) Charter Hall WALE REIT (ASX: CLW) Altium (ASX: ALU) For more details and analysis on the Australian earnings season, head to FNArena , and use EQUITYMATES to get a 4-week free trial. __________ Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E275 · Sun, August 16, 2020
ASK THE EXPERTS: ETF Q&A Special w/ BetaShares
This episode is the audio recording from our ASK THE EXPERTS: ETF Special with Equity Mates & BetaShares. The session was a live, virtual Q&A with the co-founder of Betashares, Ilan Israelstam. The questions we ask during the session have all come from the Equity Mates community, and cover a wide variety of topics. The key themes and questions of the night are below: Building an ETF Portfolio [5:03] What is an ETF [7:30] With so many ETFs available, it feels like I’m picking stocks - how should my ETF process begin? [12:09] How do you choose what ETF is right for you? [14:36] What is your opinion on ETFs overlapping - index vs industry etc [16:47] How many is too many ETFs? Comparing ETFs [18:47] Other than management fees what are other factors to consider when comparing ETFs [21:55] How do you/should you try to ‘value’ an ETF like a normal stock? [26:07] What are some of the common risks associated with investing in ETFs; what can I implement to reduce these risks? International ETFs: currency hedging, tax [28:55] International ETFs overview – can link in broader tech exposures Why it’s good to pick a locally domiciled product (W8 ben forms etc) [34:00] What is currency hedging, and what is it used for? LANCE ASKED - [38:37] The great Michael Burry and journalists have been reporting we’re in an ETF bubble. Whilst ETFS make up 90% of my portfolio I’m a little hesitant to continue down this path when I hear things like this. KIERAN ASKED - [42:08] What are some of the ETFs BetaShare is looking to bring out in the next year? DANIEL ASKED - [46:04] Are ETFs liquid enough if you need to exit? SIMONE ASKED - [47:20] Sneakers Vs. Shares: What differences is there when trading the physical (kicks/cars/collectables) and the digital? P.S. best recent pickups for sneakers (read this part out) SCOTT ASKED - [49:48] If the ETF tracks the ASX 50 and I invest $50, is it $1 into each company equally? CHRIS ASKED - [51:05] How does rebalancing happen with ETFs? _________ Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to <a href="https://www.facebook.com/groups/equitymates/"
S4 E274 · Thu, August 13, 2020
Expert Investor: Nick Cregan - 3 Small Cap Stocks You've Never Heard Of
In this interview we sit down with global small cap expert Nick Cregan. Nick is a portfolio manager at Fairlight Asset Management, a fund manager specialising in global small and mid caps. In this interview we asked Nick to take us through three specific small caps he's been looking at. Ideally, three we've never heard of. He obliged and took us through the research process and investing thesis for three companies from around the world. In this interview you will learn: Nick's personal investing philosophy Why Nick prefers global small and mid cap stocks The key features of the Aussie small cap market compared to other parts of the world How COVID has impacted the global small cap market Nick's three specific small cap stocks: Ritchie Bros Auctioneers (NYSE: RBA) Verisk Analytics (NASDAQ: VRSK) Nemetschek Group (ETR: NEM) ------------- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E273 · Wed, August 12, 2020
Bonus Ep: Will Our Bold Predictions For 2020 Finish Differently?
2020 has been crazy and there is no doubt it’s going to finish differently to what we anticipated back in January. Given we’re half-way through, we thought we would check-in on our bold predictions, and answer the question ‘will it finish differently?’ For this episode we’ve teamed up with our mates at Jacob’s Creek and their Double Barrel Range , which is, perhaps like 2020, finished differently. Jacob’s Creek Double Barrel is finished in aged whiskey barrels, giving it a smoother, deeper and richer taste. Try it now for 30% off with free shipping . Search Jacob’s Creek Podcast Some of the bold predictions we review: We will see a company with a $2 trillion market cap AirBNB will be the biggest IPO in 2020 US Federal Reserve balance sheet will once again go over $4.5 trillion Australia’s GDP growth will be less than 1.75% India will be the star stock market performer Residential property prices will experience +10% gains in both Sydney and Melbourne We're looking forward to seeing how these pan out over the remainder of the year - some very likely to happen, others likely to finish differently! Remember to drink responsibly. __________ Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.
S4 E272 · Sun, August 09, 2020
EM Chat: US Earnings Season - Winners & Losers
It's that time of year again, where companies report their performance to their shareholders, and the market. Over in the US, companies report every quarter, so we're seeing Quarter 2 results coming through at the moment, and the first indication of the impact of COVID-19 on revenue and profits. Australian companies report every half, and we've just started to see the FY20 full-year results come through. In this episode we focus on some of the big US companies through the lens of a few key themes: COVID-19 Retail Big Tech Some of the companies we review: Netflix Snap Kroger Albertsons American Airlines South West Airlines Carnival Corp Amazon For more details and analysis on the Australian earnings season, head to FNArena , and use EQUITYMATES to get a 4-week free trial. __________ Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E271 · Thu, August 06, 2020
Future Expert Investor: Usman Khawaja - Lessons Learned From Investing Right Before COVID-19
This was such a fun episode! When we noticed that Usman Khawaja was part of the Equity Mates community, we reached out to see where he was at on his investing journey. It turned out that he'd just started, and had put money in the markets right before the COVID-19 crash in March. Given that it was the fastest crash in history, we thought Usman would have some lessons to share, so we go him on to chat. In this episode, we discuss: Usman's first equity investment What attracted Usman to the stock market If the boys in the cricket change rooms also get around stocks! Usman's investing philosophy His 'mistake' with Afterpay What's in his portfolio, and what stocks he likes looking at How he determines what to buy Plus much more! __________ Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E270 · Sun, August 02, 2020
EM Portfolio: Core Portfolio Weighting & What To Do With Afterpay
Our hypothetical portfolio is nearly at the stage where we can start building it out. The rules are in place, the core and satellite portfolios have been defined, and now all that's left is for us to finish the components of the core, and decide what to do with Afterpay! In this episode, we: Review current satellite portfolio and decide if we want to sell Review your feedback on the last two episodes Determine our starting position in cash; starting position in portfolios Decide our weighting for core portfolio How much cash in the core portfolio Acknowledge your stock submissions Introduce you to the concept of Expert Watchlist Remember, you are part of our investment committee, so submit your thoughts and stock recommendations via our social channels or email. __________ Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E269 · Thu, July 30, 2020
Expert Investor: Christopher Joye - Fixed-Interest Investing & The Importance Of Understanding China
Christopher Joye is well-known as one of Australia’s leading economists, policy advisors and fund managers. He is the Chief Investment Officer & Portfolio Manager at Coolabah Capital Investments. Christopher founded Coolabah Capital in 2011 and leads the portfolio management effort that has produced one of Australia’s top short-term fixed-interest capabilities. Christopher is also a Contributing Editor with The Australian Financial Review. Christopher previously worked for Goldman Sachs in London and Sydney, the Reserve Bank of Australia, and was the founder of an award‐winning research and investment group, Rismark International. In 2009 The Australian newspaper selected Christopher as one of Australia’s top 10 “Emerging Leaders” in its economic/wealth category. In 2007 Christopher was selected by The Bulletin magazine as one of Australia’s “10 Smartest CEOs” and by BRW Magazine as one of “Australia’s Top 10 Innovators”. In this episode: we discuss what fixed-income investing is we go back to some of the basics, to understand investing in bonds unpack Chris' investing philosophy we talk about the role of fixed-income in a beginner portfolio Chris shares his views on the Australian housing market, the US election, and China's decoupling from the West understand why it is important to know that Xi Jinping is 180cm tall! Plus much more Follow Chris on Twitter , or check out Coolabah Capital's website . _______ Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E269 · Mon, July 27, 2020
Your Questions: Management, Margins & Fake Meat | Ask Us Anything - July
We're back for another Ask Us Anything episode. We take some of the questions asked through our website and the Equity Mates Facebook Discussion Group and answer them on the show. In this episode we answer questions on: Tax implications of rebalancing your portfolio Investing with COVID uncertainty Participating in share reinvestment plans for international shares The opportunities to invest in the fake meat trend Lessons we've learnt since we started the podcast Thoughts on thematic ETFs Determining a 'good' management team Investing with options Investing with leverage: margin loans and NAB equity builder Building a core portfolio of overseas ETFs If you have a question you want answered on the next Ask Us Anything, head over to the Equity Mates Facebook Discussion Group and post your question. ---------- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E268 · Wed, July 22, 2020
Expert Investor: Emilie O'Neill - The Research Process For ESG Investing
Emilie O'Neill is an ESG and equities analyst for Perennial and does a large portion of the research for the eInvest Future Impact Small Caps Fund (Managed Fund) (ASX:IMPQ) . In this episode we were interested in understanding the day-to-day work of a research analyst, and the process Emilie follows to uncover stocks that fit in the ESG universe, and eventually end in her portfolio. In this episode, you will learn: The story of Emilie's first investment What the Future Impact Small Caps Fund is, and What the fund is trying to achieve How Emilie and eInvest define ESG and the difference between a dark green and light green company About negative and positive screening, and exclusion lists The research process Emilie follow to uncover stocks The key characteristics they look for in small cap stocks Plus much, much more! For more information about what was discussed in this episode, head to www.einvest.com.au/equitymates ——————— Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E267 · Wed, July 22, 2020
Bonus: Andrew Brown on Afterpay (ASX: APT)
Afterpay (ASX: APT) has captured the imagination of every Australian investor recently. Up more than 700% since the depths of COVID in March, it is leading a collection of Buy Now, Pay Later stocks that have seen unbelievable returns over the past few months. The company recently released a share purchase plan (aka capital raising) to the market - selling shares at $66 per share. With a lot of questions in our Equity Mates community around this capital raising, we called Andrew Brown to get his thoughts on the company and the capital raising. Andrew Brown is the Executive Director of East 72 Holdings, an NSX-listed LIC, and a favourite expert for us here at Equity Mates. He always has interesting opinions and great insights into what's happening in markets, so we thought there was no one better to get on the phone for a quick bonus episode. Hosted on Acast. See acast.com/privacy for more information.
S4 E266 · Mon, July 20, 2020
EM Portfolio: Building our core portfolio
In today's episode we continue building our renewed hypothetical portfolio. We are taking a 'core and satellite' approach to this portfolio, so we spend this episode discussing the strategy for the core portfolio. We then select some specific ETFs that will form the basis of our core portfolio. In this episode you will learn: The principles of a 'core and satellite' portfolio Our investing philosophy for our core portfolio The rules we will be applying for this portfolio How we are thinking about portfolio construction and rebalancing Some key asset classes that can be included in a core portfolio Examples of core portfolios The first six ETF's we will be holding in our core portfolio When listening to this episode it is important to remember that nothing discussed forms specific investment advice or an offer to buy, hold or sell individual securities. We are not investment advisors and are not aware of your personal financial circumstances or goals. The discussions are general in nature and are had for the purposes of financial education. Before investing please ensure you do your own research, reach the PDS available and speak to a financial advisor if you have any questions. ——————— Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E265 · Wed, July 15, 2020
Expert Investor: Danielle Ecuyer - A Simple Approach To Share Investing
We were delighted to have Danielle Ecuyer join us for this episode, to go back to basics with share investing. Danielle has just launched her new book ' Shareplicity - A Simple Approach To Share Investing ', which we found to be a great read. Danielle trained as a share equities analyst in the late 1980s, before relocating to London in the 1990s where she transitioned her expertise to Institutional Emerging Markets. Danielle has worked in senior positions at some of the world’s most prestigious investment firms, advising global investment companies. Since arriving back in Australia in 2003, Danielle has used and expanded her skills for her own investment portfolios covering the Australian and US markets. She has taken this experience, and Shareplicity strips it all back to the basics. In this episode you will learn: Three financial indicators to use when researching a company Some red flags to be aware of when looking at a company's financial position How to think about dividends as a millennial investor The signs that a stock is a 'game-changer' Why a set-and-forget strategy isn't always sensible 3 stocks on Danielle's watchlist that are exciting her Plus much more! ——————— Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E264 · Sun, July 12, 2020
EM Portfolio: Our Hypothetical Portfolio Is Revived & Reviewed
Way back when we started Equity Mates we also started a hypothetical portfolio. We would add a new stock each week/month, but as we got busier, we put it on the sidelines. In this episode we revive the hypothetical portfolio. It's been sitting there, untouched, since 2017, which is why you will see some questionable stocks in there, as well as some that have done very well. We also use this episode to introduce you to the idea of the Equity Mates Portfolio. Over the next few months we want to build the portfolio with your help. We'll be setting some rules of engagement, and then reaching out to the Equity Mates community to help add stocks to the portfolio. We'll also be building a 'core' portfolio of ETFs and index funds that we can use to track performance. To submit your ideas, hit us up via email, or our social channels. ——————— Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E263 · Thu, July 09, 2020
Expert Investor: Matt Leibowitz - What's Hot, What's Not In The US Markets
In this episode we sit down with Matt Leibowitz - founder & CEO of Stake, and a good friend of the show. COVID-19 sent investors into a frenzy. We saw the fastest market drop in history, and have now witnessed the fastest recovery in history as well. We wanted to know what were the stocks that were hot, and the ones that were not, during this period in the States. Matt had some data to help us unpack this. Surprisingly, some of the big stocks dominated - Tesla, Apple, etc - however there were a few interesting ones in there as well. If you want to sign-up to Stake, they're giving away a FREE stock once you do, and fund your account. You could get Nike, Dropbox or GoPro, for FREE! Use EQUITYMATES when you sign-up. --------------------- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E262 · Sun, July 05, 2020
Basics: Brokers - Determining what's right for you
From Warren Buffett to someone researching their first stock, every investor starts their journey in the same way - signing up to a broker. With so many options available these days it can be difficult to know where to start. Even for experienced investors, the industry is constantly changing, making it hard to know if there is a better option out there. So given there have been some new entrants in the Australian market and some incumbents have updated their models and pricing, we thought it was time to go back to basics and do a deep dive on brokers. In this episode you will learn: The different types of brokers available How Bryce and Ren think about choosing a broker The key factors to consider when choosing a broker Points of difference between brokers in Australia The brokers that Bryce and Ren use personally, and why We then unpack some of the most common 'investor types' and give our opinion on the most suitable broker. These include: Looking for the cheapest option to buy stocks Looking to buy international stocks Wanting to dollar-cost average Looking for all the bells-and-whistles After a community of investors Wanting to buy more than just stocks Day traders If you're after more information on brokers, we've set up a page dedicated to choosing a broker. Head to www.equitymates.com/brokers _______ Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E261 · Wed, July 01, 2020
Expert Investor: Malcolm Turnbull - How The 29th Prime Minister Of Australia Made His Money
It was an absolute honour to have the 29th Prime Minister of Australia, Malcolm Turnbull, join us on the show. Malcolm has recently released his biography 'A Bigger Picture', and there were some incredible stories in there about his time in finance before he got into politics. In this episode, we unpack 'Malcolm the investor', to get an insight into his life as an incredibly successful lawyer and then investment banker. In this episode we discuss: Malcolm's thought's on Australian property, FAANG stocks, and bitcoin Malcolm's incredible defeat of the British Government as a lawyer in 1986, aged 32 The transition from law to finance The establishment of Whitlam Turnbull & Co - Malcolm's investment bank Investing in Siberian gold What it was like to establish an investment bank four months before the 1987 crash The story behind the successful OzEmail investment Key areas of opportunity for Australia in the coming years _______ Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.
S4 E260 · Sun, June 28, 2020
Your Questions: Stocks, Super, Slater+Gordon | Ask Us Anything - June
We're back for another Ask Us Anything episode. We take some of the questions asked through our website and the Equity Mates Facebook Discussion Group and answer them on the show. In this episode we answer questions on: Slater + Gordon's recent performance Thinking about your superannuation during COVID Dividend reinvestment plans Deciding on what broker to use The impact of Reserve Banks printing money and cutting interest rates Investing in your circle of competence Share registries Investing in the US and completing the W8-Ben form The US presidential election and its impact on markets Investing in emerging markets Water as an investable asset Investing on behalf of your children If you have a question you want answered on the next Ask Us Anything, head over to the Equity Mates Facebook Discussion Group and post your question. ---------- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E259 · Thu, June 25, 2020
Expert Investor: Chris Wheldon - The Thesis Behind Facebook, Visa & Tencent
We were joined by Chris Wheldon, Portfolio Manager at Magellan Financial Group. Chris re-joined Magellan in 2018 and is a Portfolio Manager of Magellan's High Conviction Strategy and an Assistant Portfolio Manager on the Global Equities Strategies. We had Chris on the show earlier this year and loved hearing him explain his thought process and how he formed an investment thesis. So we asked him to come back on the show and share his specific thesis for three stocks he currently holds. In this interview, Chris shares: His thoughts on the market's rebound from the COVID-induced crash How Magellan responded in the early days of the pandemic How he is thinking about investing during the market's recovery A deep dive on three specific stocks: Facebook, Visa and Tencent ---------- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.
S4 E258 · Sun, June 21, 2020
Expert Investor: Jessica Amir - Best & Worst Performing Stocks During COVID-19
In this episode we're joined by Jessica Amir - a market analyst and presenter at Bell Direct. Prior to joining Bell Direct, Jessica was the Head of News and Content at Finance News Network where she developed detailed research and content on financial markets. Previously, Jessica held roles at Money Management, Prime 7, WIN News, and ABC News. She is also a qualified financial planner, with extensive experience at firms including AMP, Commonwealth Bank, and Suncorp. Bell Direct have recently pulled some interesting data around the most bought stocks since the Feb market high and since the March crash, broadly showing that the most popular stocks haven’t necessarily been the best performing ones. We unpack some of the stocks from the data as well as get Jess's views on investing during the fallout of COVID-19. Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.
S4 E257 · Wed, June 17, 2020
Expert Investor: Adam Verwey - COVID's Impact On Sustainability & Superannuation
In this episode we have a chat with Adam Verwey - co-founder and director of Future Super . Adam started in the ethical investing space with 9 years at Australian Ethical Investment and was a candidate for the Greens in the 2013 federal election. He co-founded Future Super in 2014. Adam is passionate about the future of Australia’s climate change policy and has a long history in ethical investment, with expertise in superannuation, ESG (environmental, social and governance) research and constructing ethical sharemarket indices. Since we last had him on the show , as lot has changed in both the ethical investing and superannuation spaces, so we decided to get him back for an update. In this episode, you will learn: If Adam thinks Tesla is an ethical company Where Amazon sits on his ethical scale How a kid from Broken Hill went on to start Australia's first fossil-free super fund How COVID-19 has affected the Australian superannuation industry How COVID-19 has affected the ethical investing universe Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.
S4 E256 · Sun, June 14, 2020
Expert Investor: Robert Francis - eToro MD talks zero commission US trades
At Equity Mates, we hate fees. This makes us big fans of any company looking to reduce the cost of investing for everyday investors. Which is why we were excited to get the Managing Director of eToro Australia, Robert Francis, on the podcast. Robert has had a long career in finance. Before Robert joined eToro in June, 2017, he worked for 13 years in retail currency trading and CFD markets. Robert also worked for Australia’s leading online stock broker, Commonwealth Securities, where he ran the Exchange Traded Options desk as well as the International Trading Desk. He has also worked for leading companies in the financial market, such as TD Waterhouse, Astley and Pearce, and Exco International. eToro have recently announced zero commission trades on all US stocks, and in this show we unpack what that means for Australian investors. In particular we hear what effect zero commission trading has on investor psychology and whether we're seeing a price war in the retail brokerage space (similar to what the US went through a few years ago). We also unpack the recent coronavirus-affected markets and the investor behaviour that Robert has observed at eToro during this period. If you're interested in finding out more about eToro's zero commission US trade - check them out here . ----- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.
S4 E255 · Thu, June 11, 2020
Expert Investor: Yaron Naymark - Deep Dive on an Unconventional Stock
In this episode we speak to US-based expert investor Yaron Naymark. Yaron is the portfolio manager at 1 Main Capital, a long-focused fund investing in high-quality, attractively valued, growing businesses. Yaron has over 10 years experience in finance and before 1 Main, worked at CitiBank, H.I.G. Capital, Altalis Capital and Glenhill Capital. In this interview we discuss Yaron's investment philosophy - finding companies with long runways and an ability to compound their earnings at high rates of return. We then get stuck into a specific company that Yaron is looking at, and suffice to say it is an interesting one. RCI Hospitality (NASDAQ: RICK) is an operator of strip clubs, nightclubs, gentlemen's clubs and US-military themed restaurants. Yaron explains his process to research RCI and his investment thesis for the company. ----- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.
S4 E254 · Mon, June 08, 2020
Expert Investor: Tobias Carlisle - Value Investing During COVID-19
In our latest expert investor interview we are joined by expert on deep value investing, Tobias Carlisle. Tobias started his career in Australia, before making the move to the United States and founding Acquirers Funds LLC. Tobias is also the author of several books on value investing: Quantitative Value , Deep Value , and The Acquirers Multiple . In this episode we unpack the state of value investing in 2020, and understand the opportunities that Tobias is seeing in the US market. We also get his thoughts on the state of the broader market, what we can learn from the actions (or lack thereof) of Warren Buffett and Charlie Munger, and what we can expect for the remainder of 2020. Tobias is one of our favourite US market commentators and is worth following on Twitter ( @Greenbackd ) or at his website ( The Acquirers Fund ). ----- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.
S4 E253 · Thu, June 04, 2020
Expert Investor: Andrew Oskoui - Concentrated Value Investing
In this expert investor interview, we are joined by the value investor Andrew Oskoui. Andrew is the portfolio manager and principal at Blue Tower Asset Management based in Austin, Texas. Blue Tower combines quantitative analysis with the principles of classic value investing to find interesting opportunities in public markets. In this interview we explore Andrew's investment strategy and unpack what combining quantitative analysis and classic value investing means in practice. We then get into some of the opportunities Andrew is seeing in market's today. In particular we unpack the work Andrew is doing in the Japanese market finding truly undervalued companies. We also touch on some of Andrew's thoughts on Private Equity and the reasons he sees trouble ahead for this part of the market. ----- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.
S4 E252 · Mon, June 01, 2020
Expert Investor: Ed Cowan Talks Unconstrained Investing | TDM Growth Partners
You may have heard of Ed Cowan due to his success as a professional cricketer. However, what you probably didn't know is that he has a passion for investing and high-performing cultures, and is part of the successful investment team at TDM Growth Partners. TDM Growth Partners are a global investment firm, who invests in fast-growing companies. What was of interest to us is their unique mandate - unconstrained investing. For Ed and the team at TDM, they look for opportunities across the world, and they have very long-term time horizons. In the conversation, you will learn: How Ed pursued a passion for cricket and finance The story of Ed's side-hustle, Tripod Coffee The story of how TDM started How TDM took $1m to over $1bn in assets under management TDM investment philosophy and approach, and what makes them unique Examples of some of the companies TDM invest in As you will hear in the show, Ed is also the founder of Tripod Coffee - Australia's most sustainable coffee pod. Check it out here. Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.
S4 E251 · Wed, May 27, 2020
Expert Investor: Understanding Superannuation w/ FairVine Super
It's no secret that women on average have a lower superannuation balance than men. This can be for many reasons. So when we came across FairVine Super, we knew we needed to get them on the show. FairVine is a superannuation fund designed for women. We sat down with Rachel Hamlen, who is the Head Of Customer Experience at FairVine Super, to help us unpack some of the reasons why 1 in 3 women retire with no superannuation at all. We also take the opportunity to ask some broader questions about superannuation that impact everybody. We thoroughly enjoyed this interview, and want to thank Rachel for sharing her personal stories with our audience. In this episode, you will learn: A bit about Rachel's background and how she came to be working in superannuation What is wrong with the current superannuation system, particularly for women What is the gap between men and women at retirement How millennials should think about super What FairVine is and their mission Some of the investment strategies FairVine have on offer How FairVine is different to other super funds Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.
S4 E250 · Sun, May 24, 2020
Expert Investor: Julia Lee - Mastermind #8
In today's mastermind episode we are joined by Julia Lee, CIO of Burman Invest, to each pitch a stock or investment idea. In this episode: Bryce discusses ASX-listed funeral stock InvoCare (ASX: IVC) Julia discusses ASX-listed data centre manager NextDC (ASX: NXT) Alec discusses NYSE-listed home builder Taylor Morrison Home Corp (NYSE: TMHC) Remember, nothing in this podcast is specific buy, hold or sell advice. This episode is intended to feature discussions of stocks on our watchlists, but has not been prepared with your personal financial circumstances in mind. Before making any investment do your own research, read the PDS and consider speaking to a licenced financial advisor. Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.
S4 E249 · Thu, May 21, 2020
Expert Investor: Marcus Padley - No Bullsh** Investing
In this week's expert investor interview we speak to Marcus Padley, the founder of Marcus Today and a market veteran with over 30 years experience. Marcus founded Marcus Today because of his frustration with the ignorance of everyday investors, which drove him to create his independent stock market research and insights newsletter. In this interview Marcus unpacks the lessons he's learnt from his time in markets and shares his views on markets today. Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.
S4 E248 · Mon, May 18, 2020
Trading Talk: Warren speaks, we listen | Berkshire highlights
Whenever Warren Buffett speaks, everyone in markets should listen. The 89-year old Oracle of Omaha recently answered shareholder questions at the 2020 Berkshire Hathaway annual general meeting. We've pulled out some of the answers that caught our ear and talk about them in this episode. In this episode, you'll hear Warren speak about: Why he believes in America How coronavirus may shutter some of Berkshire's businesses Why today's economic crisis is different to the 1929 great depression His thoughts on the American airlines and why he sold Why Warren won't hold underperforming businesses Why Warren isn't worried about the US Government reporting His thoughts on breaking up Berkshire into smaller companies Why Warren suggests investors should buy stocks despite Berkshire sitting on cash Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.
S4 E247 · Wed, May 13, 2020
Expert Investor: Andrew Page Talks Value Investing & 3 Stocks In His Portfolio
Andrew Page has worked in the financial markets for over 20 years, with experience as an equities analyst and market commentator, having worked at CommSec, The Motley Fool, and Team Invest. He is a passionate private investor, and the founder and Managing Director of Strawman.com . Andrew is a very disciplined value investor, with a ton of experience, so we asked him to join us to discuss 3 stocks in his portfolio, with a focus on: How he found the company What the company does The key metrics that make the company appealing It's valuation We thoroughly enjoyed diving into his three choices, and hearing about his investing approach. In this episode you will learn: The major lessons Andrew learnt from his first investment The importance of knowing what you are buying, and understanding when your thesis is broken How Andrew founded Strawman.com and what if offers private investors His investing philosophy and how it applies to: Integrated Research Limited (ASX: IRI) Pushpay Holdings Ltd (ASX: PPH) Catapult Group International Ltd (ASX: CAT) Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.
S4 E246 · Sun, May 10, 2020
Deep Dive: Investing In Renewable Energy
In this episode we deep dive into the renewable energy industry. Ørsted A/S, a Danish power company, was recently named the most sustainable company in the world, due to their pivot from fossil fuels to renewable energies (we did a YouTube video on it that you can see here ). So we decided to take a closer look at what else is going on in the industry. In this episode we: Start with a look at Australia's energy industry Understand the electricity generation mix in Australia Look at where renewables fit in, and the massive transition happening in the industry Unpack some of the major headwinds for the industry Take a look at some specific companies for a pure-play investment or to get exposure to the industry Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.
S4 E245 · Thu, May 07, 2020
Expert Investor: Andrew Brown On Why The Markets And Economy Aren't Talking
For the third in 2020 we got Andrew Brown - Executive Director of East72 Holdings - back into the studio to help us understand what's going on in markets since the collapse in March and subsequent rally since. Within the Equity Mates community there has been a lot of discussion as to why the markets are rallying, yet the underlying economic conditions seem to be only getting worse. How does that even make sense? As Andrew seems to have his head screwed on, and a solid grasp and understanding of the mechanics of the economy and markets, we asked if he could unpack it for us. This is a wide-ranging conversation, where we cover: the market movements of the last 8 weeks the decisions and subsequent impacts of governments and central banks in Australia and the United States the impact of COVID-19 on small business, and the flow-on effect to markets whether or not we are in a bull trap - are there more drops to come? how Andrew is positioning his portfolio, and some specific examples of stocks he is watching gold and oil the importance of investing consistently and being patient capital raisings plus much more! Andrew has recently written two fantastic articles about coffee can investing (buy and hold) and shares two personal stories (at the expense of himself) to highlight the power of time in the market. The can be found here: For want of a coffee can, we left $7 million on the table Coffee Can 2: The $25 million Sequel You can follow Andrew on Twitter here Have you just started your investing journey? Head over to Get Started Investing - our 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ If you have any questions, head to Equity Mat
S4 E244 · Sun, May 03, 2020
Basics: All You Need To Know About Inflation
Inflation. It's a term you've most likely heard at some point during your investing journey, and one that you need to understand. Given what is going on at the moment, with governments and central banks printing money, we thought it's a good time to unpack inflation to understand how it impacts us as investors. In this episode you will learn: The definition of inflation and it's relationship to purchasing power The definition of deflation, and Some crazy examples of both inflation and deflation around the world (needing a wheelbarrow of money to pay for bread!) What the Consumer Price Index is The main sources of money being pumped into the economy What assets perform best in an inflationary environment Why we might be heading into deflation, and some of the worrying signs The key risks of deflation Assets that perform in a deflationary environment If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E243 · Wed, April 29, 2020
Expert Investor: Lars Kroijer Talks The Only Investment You Need For Equities Exposure
Lars Kroijer is a very smart man. He graduated Magna cum Laude from Harvard University with a degree in economics and received an MBA from Harvard Business School. He's a former hedge-fund manager who currently serves on the advisory board of alternative investment funds in London, New York, Mumbai, and Hong Kong. He is the founder and managing director of AlliedCrowds.com – the leading directory and aggregator of alternative capital into the world’s 132 lower and middle income countries. And to top it all off, he is the author of two books on finance: " Money Mavericks - Confessions of a Hedge Fund Manager" “Investing Demystified – How to Invest without Speculation and Sleepless Nights” Lars holds the belief that is almost impossible for the majority of investors to beat the market in the long-run. So in the episode, we discuss: Lars' views on the London property market, and his thoughts on property as an asset class what a hedge-fund manager actually does, and the definition of a market neutral special situations fund Lars' investing philosophy why Lars' believes the majority of investors have no chance of beating the market in the long-run, and what portfolio they can create to invest over the long-term, that is simple and cheap plus much, much more! If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E242 · Mon, April 27, 2020
Your Questions: Missing The Boat | Circle Of Competence | Ask Us Anything - April
This is our Ask Us Anything episode for April, where we collate some of your questions and answer them on the show. In this episode we answer questions about: the benefits of buying 'cheap' or 'expensive' shares where we are in the current market cycle, and if we've missed the boat investing for your kids bond yields and face value - making the distinction our definition of 'circle of competence' where you should start listening if you've just joined the show the best Twitter accounts to follow for finance information Virgin or Qantas (community question of the week) If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E241 · Thu, April 23, 2020
Expert Investor: Jesse Felder - The effect of coronavirus on different assets
Based in the US, Jesse Felder co-founded a multi-billion dollar hedge fund and is now prolific on financial twitter and publishes The Felder Report. Last time Jesse was on the podcast he offered insights into a variety of different asset classes. So when we wanted to understand what was happening across different asset classes in this current coronavirus shutdown, we thought there was no one better to speak to than Jesse. In this interview we ask Jesse for his thoughts on a number of different asset classes: US equities, non-US equities, bonds, currencies, commodities including precious metals and even real estate. Jesse also shares his view on the government's intervention in the financial markets and what the consequences of recent Central Bank and Government action could be. He also explains where he's seeing investing opportunities in today's markets. We finish by asking Jesse for a 'bold prediction' for 2020 and he indulges us, making a prediction for where the US market will end the year. What more from Jesse? Check him out on Twitter or at his website The Felder Report . Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E240 · Sun, April 19, 2020
Trading Talk: Is this a bull trap?
2020 has been a volatile year. Using the American S&P 500, the market reached a high on 19 Feb, fell 34% (1,149 points) and then has risen 28% (637 points). While the market has not fully recovered, there is a sentiment amongst some commentators that 'the worst is over'. With the economy still in lockdown and the news on coronavirus still concerning, it got us thinking - can the worst really be over? That led us to research some previous market crashes, and introduced us to the idea of a 'bull trap'. We unpack what we learned in this episode. By going through some lessons from history, we see that previous market crashes have followed a similar pattern - an initial fall, a partial recovery (50% retracement) and then a further fall where the market tests (and often breaks) the previous low. It is important to note that this doesn't always happen in market falls. So this is not a foregone conclusion. However, it is in the range of possible outcomes. With this information in mind, we then talk about how we're positioning our portfolios. Including one thing that Ren has done that surprised Bryce. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E239 · Thu, April 16, 2020
Expert Investor: Meb Faber on Getting Rich Slow
Meb Faber is the founder and chief investment officer of Cambria Investment Management. He looks after Cambria's ETFs and private investment funds. Meb graduated from the University of Virginia with a double major in Engineering Science and Biology, and he also runs a popular share market and investing blog - mebfaber.com We've been following a lot of Meb's writing, and listening to his own podcast, for a while now, so it was a pleasure to speak with him. In this conversation we discover how Meb majored in biology but ended up in financial markets unpack on Meb's investing philosophy, and bias towards ETFs find out what ETF he would choose for the next 20 years discuss the importance of being different dig into the strategy for getting rich slow, and the best way to grow wealth understand the relationship between saving, investing, and time plus uncover a lot more Meb has a great collection of books on his website that we spoke about, and he encourages anyone who is learning to invest to read them. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E238 · Sun, April 12, 2020
Expert Investor: Julia Lee - Mastermind #7
Once a month we are joined by Julia Lee to each pitch a stock or investment idea. Julia is the CIO of Burman Invest and a market veteran with plenty of experience in markets. We draw on this experience and ask Julia what she is thinking about in such a confusing time in the markets. We then get stuck into our pitches. We each take a turn pitching a stock or investment idea. Bryce pitches medical device manufacturer ResMed (ASX: RMD) Julia pitches agricultural company Elders (ASX: ELD) Alec pitches the idea of LICs trading below their net tangible asset value, and specifically Glennon Small Companies (ASX: GC1) Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E237 · Thu, April 09, 2020
Expert Investor: Fred Schebesta On Building Companies, Leading Teams and Crypto
Fred Schebesta is the Co-founder of Finder.com - Australia's most visited comparison site. He is also the founder of HiveEx.con, a cryptocurrency brokerage. He was EY Entrepreneur of the Year in 2017, Blockchain Entrepreneur of the Year 2019 and Business Insider's 2016 Coolest 100 People in Australian Tech. He also appeared on AFR's Young Rich List 2019. This was a highly entertaining and colourful conversation with Fred, as he joined us from the Finder offices in Poland! We wanted to focus in on Fred's entrepreneurial journey, from starting companies in university to being one of the richest young entrepreneurs in Australia. Our conversation begins with an interesting story explaining why there is a samurai sword hanging outside the kitchen in the Finder office, and why there is a robotic handbag hanging next to it... Finder have also launched a new finance app that tracks your spending, hunts down savings, and sends you alerts - automatically 24/7. We discuss how this is finally bringing to life the vision of Finder that Fred had when he started it. If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E236 · Sun, April 05, 2020
Your Questions: Investing in this volatile market | Ask Us Anything - March
This is our Ask Us Anything episode for March, where we collate some of your questions and answer them on the show. With the coronavirus market sell off creating a lot of confusion, we seek to answer some of the key questions a lot of Equity Mates have had over the past month or two. In this episode we answer questions on: When to enter the market amidst a downturn How to think about an emergency fund (and whether you should invest it...) Dollar cost averaging Using inverse ETF's and other 'short' investing options The sinking Australian dollar and the difference between hedged and unhedged options If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E235 · Wed, April 01, 2020
Expert Investor: David Koch Talks Personal Finance, and Markets in 2020
David James Koch nicknamed "Kochie" is an Australian television presenter best known as a host of the Seven Network's breakfast program Sunrise. From Adelaide, he began his media career as a financial journalist, writing for a number of different publications before eventually moving to television. He’s also the Chairman of the Port Adelaide Football Club. While you most likely know him as one of the faces of Sunrise, Kochie is actually a financial nerd at heart. We were surprised to hear the Sunrise is really only his side hustle..! He's written a book titled " Kochie's 11-Step Money Plan For A Better Life ", and through his family business Pinstripe Media, has recently launched ausbiz - a dedicated business streaming channel in Australia. We sat down with Kochie to explore personal finance, his views on the current market environment, and of course we couldn't help but ask about his role in the AFL. In this episode you will learn: How David came to be host of Sunrise How he became passion about finance About his time producing Britain's Rich list, and his journey in financial media Why he started ausbiz What's missing in Australian financial media Kochie's thought on the current market conditions How to navigate the current market and potential recessions to follow Some clear steps to take to get your money in order How COVID-19 is going to have a significant impact on the AFL, and what they're doing about it What 'Earn more; Cut Expenses; Invest Wisely' means Click here for more information on ausbiz. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E234 · Sun, March 29, 2020
EM Chat: Companies We Like With Strong Balance Sheets
At the time of releasing this, the ASX200 is down 32% from it's peak in February 2020, and the S&P500 in America is down 24.95%. Within these markets there have been many companies fall much further than that - some more than 70%. It presents a good buying opportunity for those who are fortunate enough to have some cash to deploy into the markets, but the big question is what to buy? The economic impact of COVID-19 is likely to be significant, and the question we are asking ourselves is what companies are in a good position to survive this crisis, and then thrive afterwards? In this episode, we look at two key elements that help us to answer this question. Key Element #1: Strong Balance Sheet Key Element #2: Stable Earnings We unpack why it is important to have a strong balance sheet, what it actually means to have one, and where you need to look to find this information. We also share a number of stocks that are on our watchlist during this time , and companies that we believe will not only survive this period, but thrive when it is all over. Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E233 · Wed, March 25, 2020
Expert Investor: Economic Impact of Coronavirus with David Bassanese
There is one big topic on everyone's mind at the moment. The coronavirus is shutting down cities and requiring co-ordinated actions between Government's and its citizens in a way we haven't seen previously in our lifetime. Financial markets have lost about one-third of their value, and economists suggest that unemployment could get as high as 1-in-5 people. At this point, a recession seems inevitable. To help us understand what is happening in the economy, and how governments and central banks have responded, Alec (Ren) was joined by David Bassanese, the Chief Economist at Betashares - one of Australia's largest ETF providers. David has worked as an economist at the OECD, Treasury, Bankers Trust and Macquarie Bank, and comes with a wealth of experience and insight. In this episode, David makes clear that we must think about this as a health crisis first and an economic crisis second. As much as we can look at economic indicators to get a gauge of the economy's performance, the health indicators - testing numbers, infection rate, ICU capacity etc. - are ultimately going to be determinative for how the economy performs in 2020. We then chat about the response to this crisis - both from the Australian Government and the Reserve Bank of Australia - before finally discussing how individual investors can think about their personal investments at a time like this. For more information on David - check out his writing on the Betashares website here . Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E232 · Tue, March 24, 2020
Bonus Ep: Searching for Great Companies with Owen Raszkiewicz
Cooped up inside with time on our hands, we decided to call another one of our Equity Mates - the founder of Rask Invest and fellow finance podcast host, Owen Raszkiewicz. Owen is an expert investor and recently tweeted "I don't think I've ever been as excited by researching and investing in companies as I am right now" (about the investment opportunity. Owen, like all of us, remains deeply concerned about the human side of this crisis). So we wanted to get Owen on the phone to hear what he was particularly excited about. In this bonus episode we pick his brain to understand how he's approaching investing at a time like this, and any particular companies he's watching. Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E231 · Mon, March 23, 2020
Bonus Ep: Hearing from Beginner Investors - Mates of Equity Mates
We've got plenty of time while self-isolated, so what better to do than make more bonus content. In this episode we call a few of our mates and hear their thoughts on what's happening in markets. First of all, we call our mate Alf - a fellow investor and the creator of the Equity Mates logo and theme song (get around him for that!) We hear how he's managing the recent market downturn and his thoughts about investing for the future. We then called our resident bond expert, Pete. We've had Pete on the show before, where he explained the basics of bonds to us ( listen to that episode here ). We gave him a call to hear how the bond market has been going over the past few weeks. One story he's had his eye on is the performance of Virgin Australia's listed bonds - a great illustration of how the bond market can offer insight into the market's thoughts on a company's future. Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E230 · Sun, March 22, 2020
Tips & Tricks: Understanding Company Reports
In these unprecedented times, when a lot of us are at home self-isolated or working from home, there's never been a better time to get stuck into some stock research. One of the best sources of company information are the reports that companies themselves release to the market. In this episode we unpack some of the key forms of company reports, and how to read them. In particular, we focus on a company's Annual Report - the go-to document for a lot of financial and business information. Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E229 · Thu, March 19, 2020
Expert Investor: Sharesight CEO Doug Morris
Given the recent state of the markets, now may not be the time you want a deeper insight into your investing portfolio. However, when you're ready to look, today's guest thinks he can show you a better way. We sat down with Doug Morris, the CEO of portfolio-tracking service Sharesight, to learn about his personal investing journey and the work he is doing at Sharesight. After starting his career in the US and spending 5 years at stock research giant Morningstar, Doug joined Sharesight in 2013 and was promoted to CEO in 2015, where he has served ever since. We were actually introduced to Sharesight by the Equity Mates community, and in this interview we unpack what Sharesight offers over tracking your portfolio through your brokerage account or in a spreadsheet. We also get Doug's view on the current state of the market and unpack some of the lessons he's learnt through his career in finance. For Equity Mates listeners, Sharesight is offering the first two months free when you purchase an annual subscription. So if you're ready to gain a deeper insight into your portfolio, and discover an easier way to manage tax reporting, sign up today at: https://www.sharesight.com/au/equitymates/ Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E228 · Sun, March 15, 2020
Basics: Investing When Life Gets Busy
One of the more common excuses we hear about people not being in the market is that they’re too busy to pay attention, or they are busy with other financial commitments. We believe with markets more accessible now than they have ever been, there is always an opportunity to be investing. In this episode we go through a number of practical ways you can invest if you feel like your life is too busy to pay the markets much attention. In this episode you will learn about: The importance of getting your money sorted first, before diving into the market Automation is key How you can think about superannuation Automatic deposits Dollar-cost averaging Micro-investing apps Robo-advisors Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E227 · Fri, March 13, 2020
Bonus Ep: Market Mayhem - Update from Ilan Israelstam
Markets are falling right across the world, and for some of the Equity Mates community, it would be the first time experiencing a significant market correction. There are a lot of emotions and questions to deal with when this happens, so we're checking in with two experts and friends of the show, to help us navigate these tricky (and exciting!) times. In this short phone call, we check-in with Ilan Israelstam, co-founder of BetaShares, to get his view on what's happening, and how he is approaching it. Hosted on Acast. See acast.com/privacy for more information.
S4 E226 · Fri, March 13, 2020
Bonus Ep: Market Mayhem - Update From Andrew Brown
Markets are falling right across the world, and for some of the Equity Mates community, it would be the first time experiencing a significant market correction. There are a lot of emotions and questions to deal with when this happens, so we're checking in with two experts and friends of the show, to help us navigate these tricky (and exciting!) times. In this short phone call, we check-in with Andrew Brown, who has some fantastic pieces of practical advice for us. Hosted on Acast. See acast.com/privacy for more information.
S4 E225 · Wed, March 11, 2020
Expert Investor: Pete Matthew - The Main Pillars Of A Long-Term Portfolio
Pete Matthew is a chartered financial planner in th UK. He's Managing Director of Jacksons Wealth Management and a titan in the podcast space - hosting Meaningful Money - a podcast, and education platform, to help 'make sense of your money'. This is an awesome episode - one of our favourite interviews recently, because we verge into the personal finance space. One of the important aspects of beginning your investing journey is to ensure you get your money right first. This involves having a strategy and a mindset, and sticking to it. Pete talks us through some of the strategies that he encourages his clients to use, to build wealth over a long period of time - using passive, multi-asset investments. We also touch on: The main pillars of a portfolio you would establish for a 22 year old to add to over time The FIRE movement Using leverage as a millennial Reinvesting income Goal setting, and using stocks to achieve them Common biases that people should avoid We asked the Equity Mates community for questions for Pete, and have asked them throughout the interview. Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E224 · Sun, March 08, 2020
Expert Investor: Julia Lee - Mastermind #6
We are once again joined by Julia Lee, CIO of Burman Invest, for our monthly mastermind episode. In this episode we each pitch a stock, and discuss it with the group. We also take the opportunity to get Julia's thoughts on the coronavirus and the effect that they're having on markets. (Important note: this episode was recorded on 24 February 2020. This was at the start of the market falls we have seen since). This month, the stocks discussed are: Lend Lease (ASX: LLC) JB Hi-Fi (ASX:JBH) Clover Corp (ASX: CLV) Please remember: Stocks discussed in this episode are not Buy/Hold/Sell recommendations. We are not aware of your personal financial circumstances and you should not trade on the back of any discussions you hear. When you invest your own money is at risk, do your own research, speak to your own adviser, and never blindly follow what you hear in the media. Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E223 · Wed, March 04, 2020
Expert Investor: Roger Montgomery - Lessons From 30 Years Investing
Roger Montgomery is one of the most successful, and recognised, fund managers in the country. That’s why it came as a surprise to us to hear that his investing journey started by exporting goat meat with a friend at university! Since then, Roger has gone on to craft his skills as a value investor over the last 30 years. He is the founder and Chief Investment Officer of Montgomery Investment Management, and preciously held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch. We were honoured, and excited, to have Roger join us, to unpack some of his major stories, lessons, and strategies of his time in the markets. In this episode you will learn: How Roger came to be exporting goat meat at Uni The key elements to Roger’s investing philosophy The importance of learning to value a business and how to think about market prices Why Roger focuses on Australian equities Roger’s outlook for 2020 If Equity Mates received an invite to the Montgomery [Private] Fund Roger was the Emerging Fund Manager of the Year 2016, and is author of best seller Value.Able: How To Value The Best Stocks And Buy Them For Less Than They Are Worth Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E222 · Mon, March 02, 2020
Bonus Ep: Coronavirus - Investing in a Panicked Market
The coronavirus continues to spread, and markets are worried. In the past week, the ASX 200 is down 10% and the S&P 500 is down 9%. To put this in context, the fall in the American market last week was the fastest since the Global Finance Crisis. So what to do when the market is panicked? When prices are falling? When there is so much uncertainty around what comes next? In this bonus podcast episode we break it all down, and: Discuss what has happened over the past week in major markets Put the coronavirus in the context of previous disease outbreaks Share our personal strategies on how we're managing our portfolios Touch base with some expert investors to get their thoughts Discuss the share price performance of some individual companies Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E221 · Sun, March 01, 2020
EM Chat: What to Watch For in Reporting Season
Reporting season is the favourite time of the year for most investors. As shareholders in public companies, we are owners of the businesses, and at different points every year the business lets its owns (us) know how its going. In America most companies report quarterly (i.e. 4 times per year) and in Australia it is generally every 6 months (i.e. twice per year). As most Australian companies follow the financial year calendar (July to June), companies report their First Half Results (July to December) in February and then Full Year Results (July to June) in August. As we're right at the end of this February reporting season, we thought we'd release an episode sharing what we've been watching and how we approach reporting season. We also update on some themes and companies that caught our eye this time around. Hosted on Acast. See acast.com/privacy for more information.
S4 E220 · Fri, February 28, 2020
Expert Investor: Paul Wilson - Finding Gems Of Australian Technology
We loved this conversation with Paul Wilson, exploring the Australian Venture Capital scene, and his listed-investment company, Bailador. Paul has had extensive private equity investment experience as a Director of CHAMP Private Equity in Sydney and New York, with MetLife in London, and as Executive Director at media focused investment group, Illyria Pty Ltd (private investment company of Lachlan Murdoch). Paul is co-founder and partner of Bailador - specialist investor in IT and Media. Paul is also Director of SiteMinder, Straker Translations, Stackla, the Rajasthan Royals IPL cricket franchise, and ASX listed Vita Group Limited. In this conversation we explore: Paul's personal background, including how he became to be a Director of the Rajastan Royals IPL team The difference between venture capital and private equity What 'growth-stage investment' means The process Paul goes through at Bailador to find some of Australia's best technology companies The dynamic of being a publicly-traded VC Some of the major success stories of Bailador Trends in the VC industry Plus much much more Investing is a lifelong journey, and you shouldn’t feel like you need to know everything to begin. If you have a question, hit us up on our Facebook Discussion Group , or our forum online . Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E219 · Sun, February 23, 2020
EM Chat: Ask Us Anything | February
Each month we do an Ask Us Anything episode, where we take some of the top questions from our forum, and answer them on the show, so everyone in our community can benefit. In this episode we answer questions around: What we're looking for in this earnings season Micro-investing apps How ETF pricing works Diversification vs compounding Investing is a lifelong journey, and you shouldn't feel like you need to know everything to begin. If you have a question, hit us up on our Facebook Discussion Group, or our forum online. Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E218 · Wed, February 19, 2020
Expert Investor: Investing In A Low-Interest Rate World - Daniel Foggo
In a world of ultra-low interest rates, it can be difficult to find ways to make your money work for you. That's why we're pretty excited to speak to Daniel Foggo, the CEO of RateSetter. This is the second time we've had Daniel on the podcast and its exciting to see how much RateSetter has grown since we've last spoken. RateSetter is Australia's leading technology-powered lending platform, connecting Australians with money to lend with Australians that are looking to borrow. Through their use of technology, they are able to offer a better interest rate than traditional banks. To date they have connected 20,000 investors with 50,000 borrowers. If you're interested in giving RateSetter a try, we've partnered with them to offer Equity Mates listeners a $20 bonus if you invest $100 before 31 March 2020. To sign up to invest go to RateSetter.com.au/equitymates Hosted on Acast. See acast.com/privacy for more information.
S4 E217 · Sun, February 16, 2020
Expert Investor: Matt Leibowitz - What's Hot, What's Not to Kick Off 2020
In this episode we speak to regular guest Matt Leibowitz, the co-founder of online brokerage platform Stake. To kick off 2020, we ask, 'what's hot and what's not?' in financial markets. Nothing has had a hotter start to the year than Tesla, and we discuss the electric car stock in this episode. We also continue our work making bold predictions and Bryce & Ren go head-to-head in a bit of a quiz. Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E216 · Wed, February 12, 2020
Expert Investor: Investing In Companies Of The Future | Chris Wheldon
In this episode we're continuing our exploration of some of Australia's best Listed Investment Companies (LICs). We began the mini-series with Emma Kirk - a key account manager at Magellan - explaining the differences between LICs and LITs. Now, we're going deeper to explore the portfolios and fund managers of some of these companies. To kick us off, we sat down with Chris Wheldon - an incredibly intelligent, focused and patient Portfolio Manager of Magellan's High Conviction Fund. Magellan, founded in 2006 by the well-known Hamish Douglass, is a top 100 ASX-listed company, with a strategy to 'invest in the future'. They buy 'high-quality global stocks that benefited from the rise of the emerging consumer, the coming of the cashless society, the recovery in US housing, the dominance of business software giants and the arrival of digital consumer platforms, to name just some key themes of the past decade'. In this episode you will learn: How Chris' career took him to New York The concept of a 'high conviction fund' What it means to invest by looking through the windshield The importance of patience What is appealing about Starbucks The research process for Chris' fund Plus much, much more! Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E215 · Mon, February 10, 2020
Expert Investor: Mastermind | Picking Stocks W/ Julia Lee
We're excited to say that we are back with the first Mastermind episode of 2020. After a short break, we once again sit down with Julia Lee - Chief Investment Officer at Burman Invest - to pitch stocks to each other. Julia is an expert in Australian equities, and this is one of our favourite segments of the show, as we get a real insight into how she thinks about stocks and goes about her process of selection. In this episode we pitch 2 Aussie stocks and one international. Remember, this is not a buy, hold or sell recommendation. Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E214 · Wed, February 05, 2020
Expert Investor: Understanding LICs and LITs with Magellan Financial Group
Post-GFC index investing, through ETFs, has become very popular and it's something we speak a lot about on the show. There has also been a lot of chat about 'the age of active management being over'. However, we believe there is certainly a strong role that active management can play in your portfolio, and by popular demand from our community, we're going to explore active management through Listed Investment Companies, and expose you to some of the many amazing money managers in Australia. To kick off our mini-series, we're starting with one of the best money-managers in Australia - Magellan Financial Group. Magellan, founded in 2006 by the well-known Hamish Douglass, is a top 100 ASX-listed company, with a strategy to 'invest in the future'. They buy 'high-quality global stocks that benefited from the rise of the emerging consumer, the coming of the cashless society, the recovery in US housing, the dominance of business software giants and the arrival of digital consumer platforms, to name just some key themes of the past decade'. To help us understand what an Listed Investment Company (LIC) is, vs a Listed Investment Trust (LIT) vs Active & Passive ETFs, we sat down with Emma Kirk, who is a Key Account Manager at Magellan. In this episode you will learn: Differences between LITs vs LICs vs Active ETFs & the benefits/costs of each type Difference between listed and unlisted funds What the saying 'an inch wide and a mile deep' means at Magellan Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E213 · Sun, February 02, 2020
EM Chat: Our Stock Of The Year Picks For 2020
It's that episode of the year - our Stock Of The Year competition. Each year, we both choose a company, and back it in to outperform the other over the year. With Bryce winning the previous two years, Ren has put in a compelling pick for this year, and will be looking a strong start. Both stock picks fall within Consumer Discretionary, so could come up against some macro headwinds throughout the year. In this episode we explain what our choices are, and why we have decided to back them in for the year. There's a beer on the line for the winner! Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E212 · Wed, January 29, 2020
Expert Investor: Andrew Brown's Bold Predictions for 2020
We're a big fan of starting the year with some bold predictions. So much so, that we asked friend of the show and expert investor Andrew Brown, Executive Director of East 72 Holdings, to join us to make some of his own. In this episode learn why Andrew predicts: Australia will be in recession by end of 2020 There will be one interest rate cut by the Reserve Bank of Australia The ASX 200 will break through 7100 but finish the year lower than the start of the year ANZ Bank (ASX: ANZ) will outperform the other Big 4 Australian banks There may be some mergers in the banking sector - most likely involving Suncorp (ASX: SUN), Bank of Queensland (ASX: BOQ) or Bendigo and Adelaide Bank (ASX: BEN) Gold will have a resurgence S&P 500 will finish the year lower than where it started Volatility will rear its head in 2020 Sydney Roosters will 3-peat will another NRL premiership in 2020 If you want to review our 2020 bold predictions, or see how we did in past years, check it out here . Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S4 E211 · Sun, January 26, 2020
EM Chat: We're Back For 2020 With Some Bold Predictions
After a short hiatus over the summer months in Australia, we're incredibly excited to be returning for the first time in 2020. As always, we kick off the year with our bold predictions for what's to come - covering the markets, economies, and of course the AFL. Some predictions include: We will see a company with a $2 trillion market cap AirBNB will be the biggest IPO in 2020 (measured as biggest gain from IPO price for companies over $1 billion market cap) Private equity will stumble Australia's GDP growth will be less than 1.75% India will be the star stock market performer - outperforming major markets US, Aus, Japan, Brazil, China, Euro Residential property prices will experience +10% gains in both Sydney and Melbourne With a beer on the line for each bet, we're looking forward to seeing these play out during the year. Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E210 · Wed, January 22, 2020
Summer Series: Digital Wine Ventures (ASX: DW8)
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. For this episode we are unpacking Digital Wine Ventures (ASX: DW8). Digital Wines is a micro cap company looking to simplify the direct-to-customer wine supply chain. Essentially they provide warehousing and distribution services for small vineyards. In theory, it allows these vineyards to access more customers and for customers, it broadens the range of wines they can purchase and will reduce lead times. In this episode, we unpack the company and discuss whether we think that theory will hold as the company develops. In this episode we: discuss what the company does take a look at their financial position and financial summary breakdown some key elements of their business model have a crack at a valuation close with a fun fact Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E209 · Sun, January 19, 2020
Summer Series: Nearmap (ASX: NEA)
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. For this episode we are unpacking Nearmap Limited (ASX: NEA). This company provides frequently-updated, high-resolution aerial imagery across Australia, New Zealand, the United States and Canada. They operate in this fascinating niche, servicing companies that find satellite imagery insufficient. The company was a great investment in 2019, at one stage up 164% for the first half of the year and still finishing the year over 50% up. In this episode we: discuss what the company does take a look at their financial position and financial summary breakdown some key elements of their business model have a crack at a valuation close with a fun fact Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E208 · Wed, January 15, 2020
Summer Series: Gage Roads Brewing Co (ASX: GRB)
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. For this episode we are unpacking Gage Road Brewing Company. Australia's largest independent brewer, Gage Road is competing in the highly-competitive and heavily-concentrated Australian beer industry. With some recent acquisitions, including Matso's Ginger Beer, we look at Gage's prospects and question whether they are ready to compete with the brewing giants - Coopers, Asahi and Kirin. In this episode we: discuss what the company does take a look at their financial position and financial summary breakdown some key elements of their business model have a crack at a valuation close with a fun fact Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E207 · Sun, January 12, 2020
Summer Series: Fluence Corporation (ASX: FLC)
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. For this episode we are unpacking Fluence Corporation, a company on the cutting edge of water treatment and reuse. The problem this company is trying to solve is huge - 75% of the world's population is currently experiencing water shortages and 80% of the world's wastewater is released without treatment. These are both massive problems to solve. In this episode we unpack whether Fluence could be the one to solve them. In this episode we: discuss what the company does take a look at their financial position and financial summary breakdown some key elements of their business model have a crack at a valuation close with a fun fact Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E206 · Wed, January 08, 2020
Summer Series: Volpara Health Technologies (ASX: VHT)
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. For this episode we are looking at a Volpara Health Technologies (ASX: VHT). This company is on the forefront of breast cancer analytics and diagnostics and is trying to both (1) win the scientific argument over its techniques and (2) create a successful business. In this episode we: discuss what the company does unpack the scientific debate around Volpara's technology take a look at their financial position and financial summary breakdown some key elements of their business model have a crack at a valuation close with a fun fact Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E205 · Sun, January 05, 2020
Summer Series: Dexus Property Group (ASX: DXS)
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. For this episode we are looking at a Real Estate Investment Trust - Dexus Property Group. We unpack what a REIT is, and discuss the $31.8 billion worth of property that Dexus manages. We also discuss some of the unique financial metrics you can examine when researching REITs and why they matter. In this episode we: discuss what the company does take a look at their financial position and financial summary breakdown some key elements of their business model have a crack at a valuation close with a fun fact Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E204 · Wed, January 01, 2020
Summer Series: Appen (ASX: APX)
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. For this episode we are looking at one of the hottest stocks on the Australian market, one of the fabled WAAX stocks - Appen. The company sells data sets to train artificial intelligence and machine learning algorithms and has seen their share price rise 85% in 2019. In this episode we: discuss what the company does take a look at their financial position and financial summary breakdown some key elements of their business model have a crack at a valuation close with a fun fact Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E203 · Sun, December 29, 2019
Summer Series: Rectifier Technologies Limited (ASX: RFT)
We continue our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. Today we look at Rectifier. Rectifier specialises in developing and manufacturing high reliability and high efficiency power conversion products. In this episode we: discuss what the company does take a look at their financial position and financial summary breakdown key elements of their operations get a history lesson from Ren have a crack at a valuation close with a fun fact Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E202 · Wed, December 25, 2019
Summer Series: Avita Medical Ltd (ASX: AVH)
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. AVITA Medical is a publicly listed, global regenerative medicine company that provides a novel approach to skin regeneration. In this episode we: discuss what the company does take a look at their financial position and financial summary breakdown some key elements of their business model have a crack at a valuation close with a fun fact Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E201 · Sun, December 22, 2019
Summer Series: Washington H. Soul Pattinson and Co. Ltd (ASX: SOL)
This episode kicks off our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. First to go under the microscope is Washington H. Soul Pattinson and Co (ASX: SOL). Its origins are in owning and operating Australian pharmacies, however, WHSP has expanded beyond pharmacy and today has a much broader investment portfolio encompassing investments in natural resources, building materials, telecommunications, retail, agriculture, property equity, investments and corporate advisory In this episode we: discuss what the company does take a look at their financial position and financial summary breakdown their key holdings have a crack at a valuation close with a fun fact Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E200 · Thu, December 19, 2019
Expert Investor: Tobias Bucks - Searching the World for Surprising Companies
In this episode we continue our recent theme of speaking to small cap managers. We sat down and spoke to Toby Bucks - portfolio manager for Ausbil Investment Management's global small caps fund. In this interview we unpack why Toby prefers small companies and how he analyses potential investments. The best part of this interview was hearing Toby explain some of the companies he had invested in. We go deep and understand what he was seeing in these companies and what the results were. So if you want some really practical lessons from one of the best in the business, or you want to know which company Toby sees as the "next Google" then listen in. More information about Toby, his fund and Ausbil Investment Management can be found on Ausbil's website here. Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E199 · Sun, December 15, 2019
Expert Investor: Chris Judd - Micro Caps from a Major Name
In this episode we speak to former AFL premiership captain, dual-Brownlow medalist and 6x All-Australian - Chris Judd. Most Australians will known Chris for his exploits on the football field, ending his career as an all-time legend. Fewer Australians will know Chris for his career post-football. That is what we get into in this conversation. Chris has established himself as a notable micro-cap investor. Micro-cap's are smaller than small caps - the smallest of the small public companies. In this episode we unpack how Chris got interested in this area of the market and how the investing process differs from investing in bigger companies. At the same time, Chris also hosts an investing podcast and YouTube series (links below), and we unpack the lessons he's learnt speaking to some of Australia's best fund managers. In this episode you will learn: How Chris got interested in investing and balanced this interest with playing footy Why Chris banned himself from reading the AFR on game day The definition of a micro-cap stock How the Australian micro-cap sector compares to the rest of the world Chris' process for investing in micro-cap stocks The lessons Chris has learnt from interviewing some of Australia's best fund managers Any traits he's noticed that are common amongst them Stocks & Resources Discussed: Chris' series Talk Ya Book - YouTube & Website Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here . Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E198 · Thu, December 12, 2019
Expert Investor: Matt Griffin - Small Caps, Large Returns
Matt Griffin is the co-portfolio manager for AMP Capital's Australian Emerging Companies Fund - focused on Australian small cap companies. In this interview we talk about the opportunity that exists in investing in small caps and how Matt got interested in investing in them. We discuss his investing process, including how his research takes him around Australia (and to more than a few mines!). Matt also explains his company valuation process and gives us an idea of when he finds different valuation methods most useful. There are a lot of exciting stocks in the smaller end of the market, and this episode is an introduction into this world. To get involved in the Equity Mates community - visit our socials and website here . Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E197 · Sun, December 08, 2019
Tips & Tricks: Introduction to Valuation
Valuing a stock - for many people it is the hardest part of investing. How do you put a specific dollar value on a stock? Both of us at Equity Mates have found this the most difficult part of learning to invest. So in this episode we break down what we've learnt over the past 3 years of this podcast. In this episode you will learn: The different types of value investors talk about: enterprise value, book value and market value The difference between relative valuation and absolute valuation Different methods of relative valuation - price-to-earnings, price-to-sales and price-to-book The theory about absolute valuation Three methods of absolute valuation we won't be discussing (but you're welcome to Google if interested) Discount cash flow (DCF) - what it means and what you need to know Reverse DCF - a twist on your discount cash flow The effect that changing your assumptions can have on your valuation (a.k.a why you need to take the price you get with a grain of salt) Roger Montgomery's valuation method in his book Value.Able Resources Discussed: Equity Mates Reading List - Including Value.Able by Roger Montgomery GuruFocus Website To get involved in the Equity Mates community - visit our socials and website here . Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E196 · Thu, December 05, 2019
Expert Investor: Andy Hart - Managing risk and making smart decisions
In this episode we head across the world and speak to our first UK-based guest. Andy Hart is a financial advisor and founder of Maven Money, one of the UK's leading personal finance media platforms. We talk about the financial advice industry in the UK, how investors should manage risk and how we can all make smarter decisions. In particular, we talk about cognitive biases and the steps investors can take to avoid them. Andy also left us with two of our favourite quotes: "People make 30 year investment decisions based on 13 minutes of news" "Human nature is a failed investor" For more information on Andy, check him out at https://www.mavenadviser.com/ Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E195 · Mon, December 02, 2019
EM Chat: 2019 Yearly Wrap | Bold Predictions, Stock of The Year
As 2019 is drawing to a close, and the Equity Mates team look to have a break (don't worry, we've got some cracking eps lined up for summer), it's time to review the all-important 2019 bold predictions that we made at the start of the year. With a beer for each correct prediction on the line, the stakes could not be higher. Who will come out on top?! In this episode, we go through each prediction, to find out the results. We also review our Stock Of The Year competition - Costa Group vs Baby Bunting. And finally, we wrap the episode by randomly choosing 10 companies from the list of stocks submitted by the Equity Mates community, to deep dive into for our Summer Series. (This is not the last episode for the year, but we have some epic interviews coming, that we want to release prior to Christmas, so stay tuned - we're not going anywhere!) Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E194 · Thu, November 28, 2019
Expert Investor: Paul Benson - Financial Autonomy
In this episode we're joined by Paul Benson, the host of fellow investing podcast, Financial Autonomy. Paul is a financial planner and is passionate about helping Australian's achieve financial independence. This episode is a little different. Rather than a straight interview - we turn the mic's around and have a broader conversation with Paul. We talk about the goal of achieving financial independence and the choices people need to make early to get there. For more information on Paul, check him out at https://financialautonomy.com.au/ Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E193 · Mon, November 25, 2019
Your Questions: Ask Us Anything - November | Trading Alerts, Ethical Investments and Retirement Goals
Last episode of the month means we answer your questions. Tune in as we answer everything from how you can set up trading alerts to how you can set up your retirement. From thinking about ethical investing to thinking about ETF risk. We also answer the age old question - where in the world is Julia Lee. Hosted on Acast. See acast.com/privacy for more information.
S3 E192 · Thu, November 21, 2019
Classic Ep: Tobias Carlisle - A Strategy to Beat Buffett | Deep Value Investing
With Ren off in Fiji, we've decided to re-release one of our favourite episodes. A conversation with expert investor Tobias Carlisle, an Australian deep value investor now based in the United States. Original show notes and links below. -------- Tobias Carlisle has taken an interesting path to get where he is today. Starting his career as a lawyer in Queensland, Tobias is now a world-renowned value investor based in California. He has achieved a lot of recognition in the value investing community for his books Quantitative Value (2012), Deep Value (2014) and Concentrated Investing (2016). We spoke to him about the release of his latest book The Acquirers Multiple that distills a lot of his key concepts into one easy-to-read book aimed at non-investors. In this interview you will learn: • The strategy Tobias uses that when backtested actually beats Warren Buffett and Joel Greenblatt's strategies • How Tobias made the change from a lawyer in Queensland to a value investor in California • Why deep value investing has stood the test of time • The idea of 'broken legs' and how Tobias eliminates them from his thinking • How the Australian market compares to the rest of the world Stocks and Resources Discussed: • Books (click links for more information) • The Acquirers Multiple - Tobias Carlisle • Deep Value - Tobias Carlisle • The Little Book that Beats the Market - Joel Greenblatt • The Snowball: Warren Buffett and the Business of Life - Alice Schroeder • What Works on Wall Street - James P. O'Shaughnessy • Security Analysis - Benjamin Graham & David L. Dodd • The Intelligent Investor - Benjamin Graham • Stocks Mentioned: • Sina Corporation (NASDAQ: SINA) • Wibo Corporation (NASDAQ: WB) • Snap Inc. (NYSE: SNAP) • Amazon.com Inc. (NASDAQ: AMZN) -------- Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E191 · Sun, November 17, 2019
Classic Ep: How to avoid being eaten by a lion w/ Meir Statman
With Ren having to duck off to Fiji last-minute, we didn't want to risk a dodgy internet feed from his beach-side bungalow. So we've dusted off an old, all-time classic episode that we thoroughly enjoyed. It's an interview with Meir Statman - an expert in behavioural finance. We can't talk about this stuff enough. Understanding how your emotions work in relation to markets, and how they can impact your decision making, is vitally important, and very hard to master. We hope that by revisiting this episode, it refreshes your thinking when it comes to identifying, and controlling, cognitive bias. Old episode notes below: The stock market can be an emotional place, and often investing decisions are made based on emotion, and sub-conscious thought, or cognitive bias, with returns not always ending well! Recognising and understanding how you think when you invest, and how to avoid emotional traps, is vitally important for long-term success. This episode we talk with Meir Statman - an expert in behavioural finance, and understanding how investors think. Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. His most recent book is "Finance for Normal People: How Investors and Markets Behave." The questions he addresses in his research include: What are investors' wants and how can we help investors balance them? What are investors' cognitive and emotional shortcuts and how can we help them overcome cognitive and emotional errors? How are wants, shortcuts and errors reflected in choices of saving, spending, and portfolio construction? How are they reflected in asset pricing and market efficiency? In this episode you will learn: • The difference between a rose, a watch and a stock • The major cognitive bias that investors fall victim to, and how to avoid them to improve your investing • How to make sure you're not eaten by the lions of the market • What the 'greater fool' means, and how you can take advantage in your investing Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E190 · Wed, November 13, 2019
Expert Investor: Warren Buffett's 6 Rules Of Investing
Warren Buffett is one of the greatest investors in the world, which is why listening to what he has to say can have an important influence on our investing journey, and learning process. However, over the years, Warren has had plenty of interviews, and opportunities to express his ideas about the market, and his ways of investing. Some of what he has to say has been turned into classic one-liners, such as "Rule #1: Don't lose money. Rule #2: Don't forget rule #2." These are thrown around so often that sometimes they can lose meaning. In this episode, we listen to 6 rules of investing from Warren, and then discuss what they practically mean for us as investors, and how we can incorporate them into our thinking and practice. The rules we explore: • Buy below intrinsic value • The importance of temperament • Study the business, not the stock price • Don't give into hype • Only buy what you understand • Don't over-complicate it! Stake now have Warren's company - Berkshire Hathaway - Class A shares available on their platform. They're giving away $1000 to new and existing members, to celebrate. If you want to buy a fraction of the $440,000 stock, and join the exclusive club, then head to https://hellostake.com/ and use the code 'EQUITYMATES' to let Stake know we sent you. Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E189 · Mon, November 11, 2019
Trading Talk: Where Are They Now? | Hypothetical Portfolio Update
Right back at the beginning of Equity Mates we started a 'Stock of the Week' segment and used it as an opportunity to start building a hypothetical portfolio. Now we know paper trading is nothing like the real thing, but the portfolio was designed to help us practice our research process, try new things, and share it with you all! In this episode, we take a trip down memory lane. Despite taking the portfolio offline, we've kept it running in the background to see how it would perform. A lot has happened in markets over the last 3 years, so we review each of the stocks that we put into the portfolio, why we did it, and take a look at where they are now. There are a few lessons to be learned...! Stocks discussed: • Gateway Lifestyle Group • PM Capital Global Opportunities Fund Ltd (ASX: PGF) • Australian Agricultural Company (ASX: AAC) • Afterpay Touch Group Ltd (ASX: APT) • Australian Equities Bear Hedge Fund (ASX: BEAR) • NASDAQ 100 ETF (ASX: NDQ) Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E188 · Thu, November 07, 2019
Expert Investor: Matt Leibowitz - What's Hot, What's Not in America
Home country bias (where you only buy stocks in your home market) is an important trap to avoid. Australian investors in particular need to break out of the ASX bubble. The opportunity set is just so much larger overseas (Australia represents ~2% of the global share market). So in this episode we set out to understand what stocks are being bought and sold in the world's largest share market - the USA. To help us with this, we were joined by the founder of Stake, Matt Leibowitz. Stake offers brokerage-free trading of US markets for Australians, which means he has great insight into what Australians are buying overseas. So we picked his brains on what stocks are hot in the US and broke down why. In this episode you will learn: • What we got wrong on leveraged ETF's in our last episode • How Matt stays on top of the volume of information out there about different companies • Matt's trading philosophy • About the obscure trucking company that over-65's are buying • The company that was the #1 most bought stock for the past month • Whether all the hype around Beyond Meat has led to Australians buying the stock • How Australians can access Berkshire Hathaway Class A shares If you are interested in signing up to Stake, head to https://hellostake.com/ and use the code 'EQUITYMATES' to let Stake know we sent you. Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E187 · Sun, November 03, 2019
Basics: Leverage - Increasing your risk and your returns
One of the biggest takeaways from our Sydney live show was the potential of investing with leverage. In a night where there was some healthy disagreement amongst the panel (in particular on investing v trading, and on short-selling) there was general agreement that leverage can be a useful tool for young people investing with a long time horizon. Leverage is simply the act of investing with someone else's money. It increases risk, but it also increases potential returns. The best example of investing with leverage, that most people are familiar with, is a mortgage. When buying a house you put down a deposit and then use the bank's money for the rest of the purchase. Using leverage in the share market follows the same principle. In this episode you will learn: • What leverage means in an investing context • The benefits of investing with leverage • The risks of leverage • Two different types of leverage - internal and external • Levered ETF's - what are they, and why isn't Ren a big fan • How you can invest with the bank's money and the risks and benefits Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E186 · Thu, October 31, 2019
Your Questions: Buffett, Banks & Bonds | Ask Us Anything - October
The last episode of the month, means once again we open up our mailbag and answer your questions! In this episode we answer questions on: • Ethical investing apps • Investing on crowdfunding platforms • NZ Index Funds & ETFs • Dollar cost averaging v Investing all at once • Value investing & Warren Buffett • Investing in Australian banks • Stock screeners & backtesting tools • Accessing the bond market As always if you asked a question and we didn't get around to it - head over to our Facebook Discussion Group - https://www.facebook.com/groups/equitymates/ - there is a whole community of Equity Mates that will be able to answer your question there. Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E185 · Mon, October 28, 2019
Trading Talk: Short Selling - Make money while everyone else is losing theirs
Short selling is the act of betting on the price of an asset to go down. It is very topical in Australia at the moment, with the controversy over short-seller J Capital Research releasing a report about software-company WiseTech Global (ASX: WTC). WiseTech is a market darling in Australia, up over 100% year-to-date, but fell 25% after J Capital released their report. Given short-selling is topical at the moment, we thought it was the perfect time to break down what short-selling is, how it is done and everything else you need to know. We finish off with some of our favourite short-selling stories, and may have started a feud with another investing podcast during the episode. In this episode you will learn: • The story behind WiseTech Global's recent price fall • What short selling is and how you make money • The two main ways short-selling is done • The key risks you need to understand • Our favourite stories about fraudulent companies and the investors that discovered them We had a great live show in Melbourne last week. If you are yet to register for our Sydney show with Finimize - make sure you get onto it ASAP • Sydney - Tuesday 29th October @ 6pm: https://generalassemb.ly/education/finimizecommunity-presents-what-to-make-of-markets-in-2019/sydney/87839 Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
Trailer · Thu, October 24, 2019
Who Are We & What Do We Do?
Welcome to Equity Mates Investing Podcast! You have come to the right place if you're looking to start your investing journey. Equity Mates break down the world of investing, from beginning to dividend, to make the markets accessible for you. There's no jargon, no bulls*it, just entertaining and informative content delivered in laymen's terms. Have a listen to our trailer, and then join us on the journey of investing. We look forward to having you onboard! Hosted on Acast. See acast.com/privacy for more information.
S3 E184 · Thu, October 24, 2019
Tips & Tricks: Best Alternative Sources For Investing Information
You've heard it before - 'knowledge is power' - and when it comes to investing, improving your knowledge can be achieved by reading, and reading, and reading. Almost every expert investor we have interviewed has said the best thing you can do to improve your performance is to read and read widely.We've previously spoken about the traditional places we go to find information - books, the major newspapers and financial websites, fund manager letters & reports. The list goes on.However, there is another rich source of information out there that we tap into, and it's worth discussing.Crowdsourcing and forums provide a huge amount of information and ideas, from people all over the world.In this episode, we walk through some of the major forums and pools of crowdsourced-ideas that we use along our journey.If you are yet to register for our free live shows with Finimize - make sure you get onto it ASAP • Sydney - Tuesday 29th October @ 6pm • We're really excited for this event, and to meet more of our Equity Mates community. Can't wait to see you there!Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E183 · Sun, October 20, 2019
Basics: Understanding Market Cap - A Company's Price Tag
One of the unique things about the stock market is that you are told the price of your asset every single day. Imagine if that was the same in other asset classes. Every day, a real estate agent calls you to tell you the value of your house or an online portal shows you the latest price someone got for your car. This price tag is the 'market cap' (which when it gets divided by the number of shares - becomes the share price). Market cap (aka market capitalisation) is the value that the market decides a particular company is worth. As well as a company's market cap, whole markets and indexes are also given measured for their market cap. This then allows for the comparison of the sizes of these different markets. In this episode you will learn: • What the term market cap means and how to calculate it • The difference between measures of value (i.e. market cap) and measures of size (i.e. revenue or assets) • The different categories (mega cap, large, medium, small, micro etc.) • Key ratios that use market cap • What market cap tells you about risk • Different ways to use market cap in your investing decisions If you are yet to register for our free live shows with Finimize - make sure you get onto it ASAP • Melbourne - Wednesday 23rd October @ 6pm: https://generalassemb.ly/education/finimizecommunity-presents-what-to-make-of-markets-in-2019/melbourne/87834 • Sydney - Tuesday 29th October @ 6pm: https://generalassemb.ly/education/finimizecommunity-presents-what-to-make-of-markets-in-2019/sydney/87839We're really excited for these events, and to meet more of our Equity Mates community. Can't wait to see you there! Finally, in this episode we introduce our Equity Mates Merch Giveaway. To reach out for your free merch, do something to spread the word about Equity Mates and send it in to contact@equitymates.com. Remember, there is only limited merch available so the bigger you go, the more likely you are to secure some free merch. Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.
S3 E182 · Thu, October 17, 2019
Expert Investor: Balaji Gopal, Vanguard - The $8 trillion ETF Provider
In this episode we continue the conversation about exchange traded funds. This time, we sat down with Balaji Gopal, who is the Head of Product Strategy at Vanguard Australia. Vanguard has AUD $8 trillion under management, and is one of the largest ETF providers in the world. In this episode, you will learn: • What the most challenging aspect of Balaji's role is • The what makes Vanguard's operating model different to other ETF providers • The factors that influence portfolio holdings, and new ETF decisions • The difference between Vanguard's retail funds and ETFs, and how they stack up against each other • How investors should differentiate between ETFs that track the same index • What cost factors go into running an ETF • If Vanguard plan to bring more factor and exotic ETFs to market Remember, our live show are coming up fast. Register for free today so you don't miss out. • Melbourne - Wednesday 23 October - 6pm • Sydney - Tuesday 29 October - 6pm For all the details and to register: https://equitymates.com/finimize/ Hosted on Acast. See acast.com/privacy for more information.
S3 E181 · Sun, October 13, 2019
News: WeWork, Uber & the moment of reckoning in venture capital
WeWork has been front of mind over the past few weeks. The office space leasing company funded by Softbank's Vision Fund had expected a $47 billion value at IPO. Instead, the company had to pull its IPO as its expected value dropped to below $20 billion. Days later, the company dismissed the co-founder and CEO Adam Neumann. After pulling the IPO, questions have now arisen about WeWork's ability to stay solvent. Some estimates suggest WeWork may run out of cash within the year (for context: in 2018, WeWork lost $1.8 billion or $200k every hour). In this episode of Equity Mates, we make the case that WeWork is just the tip of a VC-fuelled, over-inflated iceberg. In fact, over the last few years a number of unprofitable unicorns (a unicorn is a private tech company valued at $1 billion or more) have gone public. It seems that public market investors are not as tolerant of companies that lose money, and this has been reflected in their share price. To give you an sense of what we're discussing, below is a list of a few companies mentioned in this episode and their share price movement since IPO (price as of recording date): • WeWork pulled IPO • Uber down 29% • Lyft down 50% • Slack down 33% • Spotify down 21% • Snapchat down 46% • Dropbox down 31% • Peloton down 19% In this episode you will learn: • How WeWork is just the tip of the iceberg of tech unicorns now struggling in public markets • What led to these inflated valuations in the first place • How the iPhone's release in 2007 sparked a decade-long, venture capital boom • What recent VC megadeals, including deals by Softbank, have meant for these companies • Why now is the time that this VC bubble is ending • How public market investors should think about these events Remember, our live show are coming up fast. Register for free today so you don't miss out. • Melbourne - Wednesday 23 October - 6pm • Sydney - Tuesday 29 October - 6pmFor all the details and to register: https://equitymates.com/finimize/ Hosted on Acast. See acast.com/privacy for more information.
S3 E180 · Wed, October 09, 2019
Classic Ep: Jesse Felder - Clear Thinking On What's Happening In Markets
A while ago (and in response to our most common critique) we at Equity Mates made a commitment - to improve the quality of our audio. Unfortunately, Ren is moving house at the moment and with a poor internet connection comes patchy audio. So in the spirit of upholding our commitment, and improving our audio quality, we chose not to release that episode. Instead, we're re-releasing one of our favourites. An interview with someone who has been managing money for over twenty years, who founded his own hedge fund and now provides some of the clearest and most insightful market commentary going around. We hope you enjoy this interview with Jesse Felder. Original show notes below: We are so excited to bring you another episode in our Expert Investor series. Our guest this week is someone who we have been following for a couple of years now, and have longed to have on the show. His name is Jesse Felder. Jesse is an ex-Wall Street trader, starting his career at Bear Stearns (without even studying Business or Finance) - the largest investment bank on Wall Street at the time. He then went on co-found a multi-billion dollar hedge fund, before moving into financial media, and running 'The Felder Report'. Jesse's views resonate with us, and if you've listened to our episode 'The Buy-And-Hold Cult' then you will have heard Jesse speak before. In this episode you will learn: • Jesse's number one thing that beginners should understand better about markets • What Jesse's first investment was, and what lead him to that decision • The worst piece of advice he's ever received • Why all investors should be wary of recency bias • Jesse's current approach to investing, given equity valuations are at historic highs • Why Equity Mates might be wrong about the logic of index investing • Why Gold still has potential, and why it should be part of every investor's portfolio Stocks and resources discussed: • Reminiscences of a Stock Operator - Edwin Lefèvre • The Felder Report • Superinvestors And The Art Of Worldly Wisdom • Wall Street Journal Hosted on Acast. See acast.com/privacy for more information.
S3 E179 · Sun, October 06, 2019
Deep Dive : Pharmaceutical Industry
The Pharmaceutical industry would have to be one of the most unique and globalised industries you can invest in. Be it the patent system that protects products for up to 20 years, the vast sums of money needed for research and development or the stigma that often surrounds the industry, it certainly is a fascinating area to look for opportunities to invest. We continue with our Industry Deep Dive series and jump into pharmaceuticals. In this episode you will learn: • about the revenue and growth of the industry • about the Pharmaceutical Benefits Scheme, and its impact on business • about the role patents play in protecting the profits of companies • what are the main industry threats • who the big players are in the industry • what the best way is to get exposure, domestically and internationally How to keep in touch with Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E178 · Wed, October 02, 2019
Expert Investor: Mates Of Equity Mates w/ Peter Knespal - All Things Bonds
It's with great excitement that we've been able to return to our Mates of Equity Mates series, with a special on bonds. This one is a little different to the last, with Kip. In this episode, we sit down with a good mate from university, Knes, who is now heavily involved in the bonds industry. Bonds has been an asset we've wanted to explore a little deeper, so this was the perfect opportunity. Knes has a lot of knowledge about bonds, and breaks it all down for us so we can wrap our heads around it - hopefully, you can too! In this episode, you will learn: • What bonds are • How bonds differ from equities • The size of the bond market vs the global equity market • How bond pricing works • What is meant by the terms coupon, floating and fixed • What a hybrid is and how they differ from bonds • How you can access the bond market as a retail investor How to keep in touch with Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E177 · Sun, September 29, 2019
Your Questions: New Zealand, Portfolios, Uber & More | Ask Us Anything - September
We've gathered all the questions that have come in over the last month from the Equity Mates Community, pulled out some of the good ones, and answered them in this episode. How to ask us a question: • Ask Us Anything Page • Facebook Discussion Group In this episode, we address questions around: • What happened to book club • What are some of the best episodes to start with to find a good company • What is a portfolio, and how to keep track of them • What happens if the price of an ETF drops to $0... • How to get exposure to the New Zealand stock exchange How to keep in touch with Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E176 · Wed, September 25, 2019
Expert Investor: Julia Lee - Mastermind #4
As always, we are excited about this episode, as we get the chance to sit down with Julia Lee to pitch specific stocks! How does it work? Each month, Ren (Alec) & Bryce will come together with Julia Lee, to each pitch a stock we think is either interesting, be it due to its business model, its opportunity for growth or perhaps its management, or that we think presents a good investment opportunity. Please note, in no way is this a buy, hold, or sell recommendation, and doing your own research on any stocks discussed is critical, this is general information and discussion only. The idea of these sessions is to expose you to the different ways in which we think about companies, and go about researching them, and to obviously learn from Julia, who has a ton of experience. We're hoping to get Julia's thoughts on our approaches. Stocks and Ideas Discussed: • Heineken A.V (HEIA.AS) • iSignThis (ISX.AX) • Santos (STO.AX) • Oil Prices • Baby Bunting (BBN.AX) How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E175 · Sun, September 22, 2019
Tips & Tricks - What To Do With Your Tax Return | Spend, Save, Invest?
Tax time. Hopefully, a time of year you receive a nice return from the government. The question is, what should you do with your tax return? Treat yourself? Pay down debts? Invest the whole lot? There are a lot of things you can do with your tax return - some, perhaps, more fruitful than others. In this episode, we talk about what we have done with our tax returns, and then we check in with three of our Expert Investors from the Equity Mates Community, to see what they will do with theirs. You will hear from: Louise Bedford - trading expert, a best-selling author, a trading mentor, a keynote speaker, and a Queen of Candlesticks Ted Richards - a premiership player with the Sydney Swans, and now Director of Business Development at automated investment firm Six Park Mark Bernberg - a long-time cannabis investing enthusiast and founder of The Green Fund, Asia Pacific's preeminent media house How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E174 · Wed, September 18, 2019
Deep Dive: Agricultural Industry | You Got Beef?
Agriculture. An enormous industry in Australia on many levels, from the vast land-use, contribution to export dollars and contribution to Australian Gross Domestic Product. Australia is lucky to be strategically placed in the Asia-Pacific to capitalise on the growing population of the Asian region, and as such, the growing demand for our agricultural products. You'd think it'd be a no-brainer-investment, right? In this Industry Deep Dive, we take a look at some of the key elements of the Australian Agricultural industry, and ways in which you can get investing exposure. In this episode you will learn: • Some of the staggering stats about the industry • 6 key factors to consider when investing • About 7 publicly listed companies • Some of the easiest ways to get exposure to both the domestic, and international ag industries • How Gina Rinehart is heavily involved in the beef industry How to keep in touch with Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E173 · Sun, September 15, 2019
Expert Investor: Ilan Israelstam, Betashares - ETFs of 2019 | India, Asian Tech Giants & European Blue Chips
If you're new to the show - welcome. You've chosen a great episode to start you journey with Equity Mates. This episode is a cracker. We had a great conversation with the Co-Founder and Head of Strategy and Marketing at BetaShares, Ilan Israelstam. The ETF market continues to grow at pace, and the options between theme-specific and broad-market ETFs are starting to become endless for investors. BetaShares have released a number of interesting and appealing ETFs over the past 12 months so we decided to check-in with them to discuss their latest funds, and to address a number of questions that have come directly from the Equity Mates community. For an intro to the basics of ETFs, listen to our first conversation with Ilan. In this episode you will learn: • The process BetaShares go through to develop a new ETF • Why now is perhaps the time to be investing in India • How the FTSE 100 gives exposure to some of the biggest brand names in the world • Why Japan is excluded from the Asian Technology Tigers ETF (ASIA) • How the costs of ETF's are determined • If BetaShares foresee ETF fees going to zero • How investors should think about topic-specific ETFs vs broad market ETFs • How to navigate the 1000's of ETFs now available on the markets • Who won the ETF Building competition our of Bryce and Alec Stocks discussed: • India Quality ETF (ASX: IIND) • UK FTSE 100 ETF (ASX: F100) • Australia 200 ETF (ASX: A200) • Asian Technology Tigers ETF (ASX: ASIA) • Global Robotics and Artificial Intelligence ETF (ASX: RBTZ) How to keep in touch with Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E172 · Wed, September 11, 2019
News: Earnings Season Around the World
There is a big, wide world of opportunity out there, and one of the biggest mistakes investors can make is to not explore it. This mistake, when an investor only invests in their home market, is known as 'home country bias'. Think about it this way - Australia is 2% of the total value of the global share market. So if you only invest in Australia, you're missing out on the other 98% of the possible investing universe. Even the US - the largest share market in the world - is less than half of the global share market. So to explore the world of investing, today's episode is taking a look at earnings season around the world. We often speak about the Australian market and American market on this show - so we're avoiding these two countries. Instead we're heading to Europe, Asia and South America to take a look at what caught our eye in earnings season around the world. In this episode you will learn: • England: About one of the world's largest alcohol brands you may never have heard of • Europe: What negative interest rates have meant for European banks • Germany: How Volkswagen have rebounded since their emissions scandal in 2015 • Hong Kong: What the US-China trade war and recent government protests have meant for Hong Kong listed companies • Brazil: How one of the world's largest paper companies is performing • Argentina: How Latin America's version of Amazon.com is managing Argentina's currency crisis How to keep in touch with Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E171 · Sun, September 08, 2019
Expert Investor: Jonny Wilkinson, Equitise - Crowdfunding Innovative & Early-Stage Companies
We love investing in companies at Equity Mates, and normally this is done through the public markets and stock exchanges. However, there is a whole other world of private markets that retail investors, like us, rarely get access to. It's in these markets, for example, that you get to invest in innovative, early-stage companies before they potentially exit with IPO. The good news is that there are businesses set up to make the private markets accessible to the retail investor. One of the businesses is Equitise. In this episode, we chat with the Co-founder and Director of Equitise, Jonny Wilkinson. Equitise is an equity crowdfunding platform, allowing Australian and New Zealanders to invest in early-stage companies in return for equity. It has the potential to be an exciting addition to your investment portfolio! In this episode you will learn: • Who Equitise are and what equity crowdfunding is • Why a business would choose to crowdfund over VC, or debt • Pro's and con's of crowdfunding • How to buy into a company through Equitise • Some of the major success stories that have used Equitise to raise money • About the current state of the Australian VC market • Plus much more! How to keep in touch with Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E170 · Wed, September 04, 2019
Your Questions: Ask Us Anything (pt. 2) - Finding Information | Major Economic Indicators
We've gathered all the questions that have come in over the last month from the Equity Mates Community, pulled out some of the good ones, and answered them over this 2 part series (there were too many good ones to limit it to just one episode!) How to ask us a question: • Ask Us Anything Page • Facebook Discussion Group In this episode, we address questions around: • Where we go for investing information • Where do we start looking for stocks • General indicators of a recession • Best way to minimise the impact of a downturn on your portfolio • Stock prices when they are part of a takeover bid • Plus many more! How to keep in touch with Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E169 · Sun, September 01, 2019
Your Questions: Ask Us Anything (pt. 1) - Stop Loss | Minimum Funds | Recessions & More
We've gathered all the questions that have come in over the last month from the Equity Mates Community, pulled out some of the good ones, and answered them over this 2 part series (there were too many good ones to limit it to just one episode!) How to ask us a question: • Ask Us Anything Page • Facebook Discussion Group In this episode, we address questions around: • Is $500 enough to start investing? • Should a stop-loss be used to protect a house deposit? • What is the correlation between the ASX200 and the S&P500? • Using BBUS, and how long to hold it for • Plus many more! How to keep in touch with Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E1 · Wed, August 28, 2019
Basics: Cash Flow & Profit | What's More Important For A Business?
Cash flow and profit - both are important elements of a healthy, growing business. But don't get them confused as being the same thing. One of the biggest reasons that many businesses and entrepreneurs go out of business, is because they don't manage their cash flow. Just because a business is profitable, doesn't mean it's got sufficient cash flow to sustain itself. Understanding the difference between the two, and what it means for the business you want to invest it, is important. In this episode, you will learn • The definition of cash flow • The definition of profit • What is means for a business to be cash-flow positive and cash-flow negative • If a business can be profitable but have negative cash-flow • Which of the two are more important How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E168 · Mon, August 26, 2019
News: Argentina's Market Plummets 48%. Why? | Emerging Markets
On August 12th, 2019, Argentina's S&P Merval Index (the most important index of the Buenos Aires Stock Exchange), plummeted 48% - the second-largest single-day drop of any stock market since 1950. The Argentine peso also fell 15%. So the question is, why? Investors were spooked by the result of a primary election, and with the economy already struggling, and debt mounting, it increased fears for the possibility of Argentina defaulting on its debt, again. In this episode, we look at the context surrounding the stock market drop and use it as an opportunity to explore the advantages and risks associated with emerging markets. In this episode you will learn: • why Argentina's stock market plummeted 48% • what sovereign debt is • what measures Argentina's central bank took to stem the drop in their currency • the five worst stock market drops since 1950 • the key risks to consider when investing in emerging markets • some of the advantages of investing in emerging markets • the easiest way to get exposure to emerging markets How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E167 · Wed, August 21, 2019
Expert Investors: Julia Lee - Mastermind #3
Mastermind has quickly become one of the most popular mini-series of Equity Mates. And for good reason. We love sitting down with Julia Lee to pitch a stock or trade idea to each. It's with great excitement that we bring you the 3rd episode in the series! How does it work? Each month, Ren (Alec) & Bryce will come together with Julia Lee, to each pitch a stock we think is either interesting, be it due to its business model, its opportunity for growth or perhaps its management, or that we think presents a good investment opportunity. Please note, in no way is this a buy, hold, or sell recommendation, and doing your own research on any stocks discussed is critical, this is general information and discussion only. The idea of these sessions is to expose you to the different ways in which we think about companies, and go about researching them, and to obviously learn from Julia, who has a ton of experience. We're hoping to get Julia's thoughts on our approaches. In this episode we discuss: • Using Reporting Season as part of your investing strategy • Baby Bunting (ASX: BBN) • Raytheon (NYSE: RTN) • BBUS How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E166 · Sun, August 18, 2019
News: 10 Companies We've Noticed This Earnings Season
Earnings season - that time of the year when public companies report their half year or full year financial results. We're about halfway through the season at the moment and we've seen some very noteworthy reports so far. The most important thing to keep in mind when companies report - don't get too caught up in the expectations game. Analysts will have expectations and the share price will move based on how the company performs relative to these expectations. At Equity Mates what we focus on is asking ' does the company's recent report confirm my investment thesis?'. If your investment thesis still holds, then missing an analyst's expected number this reporting season isn't going to make a difference in the long-term. So in this episode we talk about 10 companies that caught our attention and unpack what their recent reports tell us about their businesses moving forward. In this episode we discuss: • Baby Bunting (ASX: BBN) • News Corp (ASX: NWS) • Breville Group (ASX: BRG) • oOh!Media (ASX: OML) • CSL Limited (ASX: CSL) • JB Hi-Fi (ASX: JBH) • Ansell (ASX: ANN) • ASX (ASX: ASX) • Invocare (ASX: IVC) • Walt Disney Co (NYSE: DIS) How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E165 · Thu, August 15, 2019
Basics: Exchange Rates - Money Makes the World Go Round - Here's How
The Australian stock market makes up approx. 3% of the global stock market. Even the US stock market is just over 50% of the global stock market. As such, its important to avoid 'home country bias' and expand your investing universe to take advantage of opportunity around the world. Especially today with technology making it easier than ever before to access global markets. The first thing every investor must do when investing overseas is exchange their money into a foreign currency. With 180 currencies around the world, its important to understand what changing money into different currencies means for your overall returns. In this episode we unpack this process and explain what you need to understand about exchange rates. How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E164 · Mon, August 12, 2019
EM Chat: What we've been watching in markets - Short sellers, Gold & Bitcoin
There's been plenty happening in markets recently, and even with 2 episodes a week we haven't had a chance to discuss it all. So in this episode we catch up on a few topics we've had our eye on. This includes changes in our personal investing journeys, new products for investors we're trying and big changes in the world of finance. In this episode we discuss: • The recent performance of the price of gold • The difference between paper gold and physical gold • Why gold is a counter-cyclical asset, and why that is important • CommBank's new micro-investing app Pocket (https://www.commsec.com.au/pocket) • Bitcoin's revival • A few thoughts on Finance Twitter • A brokerage platform Bryce is trialling with an interesting new feature • Rural Funds Group's (ASX: RFF) busy week on the back of a report from an American short seller(As well as a brief commiseration about our footy teams) How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E163 · Thu, August 08, 2019
Basics: Central Banks & Interest Rates
Unless you've been in a submarine, blocked off from worldly communication, it would be pretty fair to assume you've heard a lot about central banks and interest rates in the media. Particularly over the past couple of years. We're going through a period that is arguably quite unprecedented, and the role of the central bank is coming into question - do they have the influence they once had? In this episode, we break down central banks and interest rates, to help you piece the economy together. We answer the following questions: • What are central banks? • Why are we talking about them now? • What are the goals of a central bank? • What is their role in the economy? • How do they achieve their goals? • What are interest rates? What is QE (quantitative easing)? • Which country has the lowest interest rate and which has the highest? Knowing the role of central banks and interest rates will go a long way to helping you form a solid base understanding of the economy. How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E162 · Sun, August 04, 2019
Expert Investor: Adam Verwey - Is sugar an ethical investment?
The first thing you need to understand about ethical investing - it's a myth that you're sacrificing returns for morality. In fact, over the last 12 months (so including 2018's horrific end of the year) the ASX200 is up 8% and the S&P500 is up 3%. In comparison, Betashare's Global Ethical ETF (ASX: ETHI) is up 12% and their Australian Ethical ETF (ASX: FAIR) is up 15%. So it seems that good morals make for good returns. To unpack the world of ethical investing, we sat down with one of the pioneers of this form of investing in Australia - Adam Verwey. Adam co-founded Future Super, the ethical super fund, in 2014 and has helped in grow into a large fund with $900m in assets under management. In this episode we unpack Adam's journey and the growth of future super, and discuss some of the key considerations that go into ethical investing. If you've ever wondered if sugar is ethical, or been unsure about the ethics of big tech - then this episode should help answer this dilemmas. How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E161 · Wed, July 31, 2019
Deep Dive: Lithium - Powering the Renewable Energy Boom
Our long awaited and often requested lithium episode is finally here. Lithium is a key component to batteries for electric cars and renewable energy generation - making it a critical component of the current transformation of our energy grid. This has put lithium miners front and centre of people's minds and lead to a stock market boom in many lithium stocks. In this episode we break down the lithium mining industry, the key players and the key trends you need to pay attention to if you're investing in the industry. If you want a full list of lithium stocks trading on the Australian stock market (as Ren started to read out), check out this list here: https://smallcaps.com.au/lithium-stocks-asx-ultimate-guide/ How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E160 · Sun, July 28, 2019
Your Questions: Ask Us Anything - July | China's New Market, Margin Loans & Questions from International Listeners
Last episode of the month means it time for our Ask Us Anything episode. We've been collecting your questions from social media, our website and email and we answer the best questions here. In this episode we answer questions on: • China's new stock market - STAR Market • Raiz's increased management fee • Employee stock options • Investing in Asian stocks, particularly TenCent • Understanding economics • Best brokerage platforms • Investing in alternative asset classes • Margin loans & NAB's Equity Builder • Risks with ETF providers Apologies if we couldn't get to your question this episode. We'll do our best to get back to you personally. If you want to ask us a question - hit us up on any of our channels. How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E159 · Wed, July 24, 2019
Expert Investor: Jodie Hampshire - Is There Value In A Financial Advisor?
Is there value in a financial advisor? We got Jodie Hampshire on to help us find out. Jodie is Managing Director of Russell Investments, Australia - a global asset manager with $400m under management across the world. She is also a member of the firm's Australia Leadership Team and the Russell Global Council. Russell Investments has just released a new Managed Account offering, so we spend some time discussing how they differ from your traditional managed account. However, the main reason for getting Jodie on, was to discuss their Value Of An Advisor Report. The report looks holistically at the real value advisers deliver for their clients-from the knowledge and expertise required to help clients build personalised portfolios, to the support they provide when market conditions change. Advisors aren't for everyone, but sometimes it's hard to know just what value an advisor can actually give you. It's here that we try to find out. In this episode you will learn: • Who Russell Investments are, and; • Their investing philosophy • About their new Managed Account Offering - how it's different, and what they offer • How the report defines advice, and; • The distinction between the advisors in the report and investment-only advice • About the ABC's of advisor value • How retail investors access advisors • If there a minimum asset requirement before it is worth it • The key things retail investors should be looking at when choosing a financial advisor • What the future of financial advice may look like in a more technology-driven world and the role Robo-Advice may play How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E158 · Mon, July 22, 2019
Expert Investor: Peter Wilmshurst - Finding Value In Global Markets
Ever wondered what the day in the life of a portfolio manager looks like? Well in this episode you will find out! We were lucky to grab some time with Peter Wilmshurst, Portfolio Manager at Templeton Global Growth Fund (ASX: TGG). Templeton Global Growth Fund is a Listed Investment Company (LIC), listing in Australia in 1987, however, they have a global approach, investing in some of the world's better-known brands. Peter has a strong focus on finding value in his investments. In other words, finding companies that are cheap. With markets currently at all-time highs, Peter gave some fascinating insight into how a value investor approaches market cycles, spreading their investments across different industries at different points in the cycle. Peter is incredibly experienced, and in this episode, you will learn: • The story of Peter's first investment, and his journey to portfolio manager at Templeton • What Peter's investing philosophy is, and how it may have changed over the years • How Peter is currently approaching value-investing • What a LIC is, and the advantages & disadvantages of them compared to unlisted funds • How Peter finds stocks and manages drinking from the firehose of information • Some of the key metrics used to value a company • About the importance of reading How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E157 · Wed, July 17, 2019
Expert Investor: Julia Lee - Mastermind #2
Mastermind is fast becoming our favourite episode of the month. The feedback from Mastermind #1 has been incredible which is why we're so excited to continue with the format and bring you Mastermind #2. How does it work? Each month, Ren (Alec) & Bryce will come together with Julia Lee, to each pitch a stock we think is either interesting, be it due to its business model, its opportunity for growth or perhaps its management, or that we think presents a good investment opportunity. Please note, in no way is this a buy, hold, or sell recommendation, and doing your own research on any stocks discussed is critical, this is general information and discussion only. The idea of these sessions is to expose you to the different ways in which we think about companies, and go about researching them, and to obviously learn from Julia, who has a ton of experience. We're hoping to get Julia's thoughts on our approaches. Stocks discussed: • Ooh!Media (ASX.OML) • Eclipx Group Limited (ASX.ECX) • Brambles (ASX.BXB) How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E156 · Sun, July 14, 2019
Expert Investor: Chris Reining - How To Save And Invest Your Way To Retirement
We all dream of retiring early, don't we? One of our broader goals for investing, at Equity Mates, is to use stocks as a way of removing the need to rely on a pay cheque later in life. However, developing a substantial investment portfolio, that generates enough income for you to retire, can appear quite daunting, and maybe unachievable. Particularly if you have a mortgage, dependencies, or an inconsistent income stream. The good news is, however, there are steps and some simple investing principles you can follow to get yourself on track to building that investment portfolio. This episode we chat with Chris Reining who has done exactly what we aspire to do - he saved, invested and then retired by the age of 37. Yes, 37! Chris now spends time doing what he loves, and not working in the corporate world. In this episode you will learn: • What Chris studied at university • How Chris used his entrepreneurial flair and started a few businesses • About the pivotal moment in which Chris decided to say farewell to corporate life and start building towards financial independence • About Chris' saving strategy, and how he went from saving 10% of income to over 50% of his income • What the investing strategy was - what Chris invested in, how often he was investing, what his investing principles were • What some of the most important characteristics are that you need if you're to embark on this journey • How you should think about superannuation as a millennial How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E155 · Thu, July 11, 2019
Basics: Key Metrics for Different Investing Styles
One of the most common questions we get asked is "what metrics should I be looking at?" Our unhelpful answer back is often "it depends..." Different investing styles lend themselves to different investing metrics. So in this episode we focus on three major styles of investing - Value, Growth and Momentum - and talk about some key metrics for each style. Keep in mind these lists are not exhaustive and distinctions are not clear. These metrics can be useful for all types of investors to try and build a complete picture of a company's situation, market price and future prospects. In this episode you will learn: • Value investing - Price to Earnings & Price to Book • Growth investing - Earnings Growth, Revenue Growth & Return on Equity • Momentum investing - Rate of Change, Moving Average amongst others How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E154 · Sun, July 07, 2019
Expert Investor: Henry Jennings - How Small-Caps Can Give Big Returns
You may have heard of micro-cap, small-cap, mid-cap, large-cap, and mega-cap before. No, it doesn't refer to sizes of cappuccinos! It refers to the market capitalisation of companies. Many investors choose to specialise in investing in companies of a particular market capitalisation, because companies can have different attributes depending on where they are in their growth cycle. Generally speaking, a micro-cap company would be very early on in its growth cycle, compared to a mega-cap. We've had a lot of interest from listeners wanting to know more about small-cap stocks, so that's why this episode we sit down with Henry Jennings. Henry has spent a lifetime in stockbroking and investment banking. Originally from the UK, Henry has been a divisional director for Macquarie Bank responsible for equity trading and has been both a trader and a broker during his career. Currently, Henry is a Senior Investment Analyst and Portfolio Manager at Marcus Today. Henry specialises in small and mid-caps although he has a thorough knowledge and understanding of large caps too. As millennial investors, we have time on our side, and small/mid-cap stocks offer us great capital growth potential. This is a good conversation about how millennials can harness the power of time, and incorporate small- and mid-cap stocks into our investing strategy. In this episode you will learn: • The definition of small cap stocks • The major differences between small and large caps • How you can get exposure to small-cap investing • What to look for in a small cap • About the power of a narrative • What is on Henry's watchlist at the moment • Henry's thoughts on some of our listener's small-cap picks Stocks and resources discussed: • Marcus Today • Afterpay (ASX: APT) • Tinybeans Group Ltd (ASX: TNY) • Raiz Invest Limited (ASX: RZI) • Hylea Metals Limited (ASX: HCO) How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E153 · Wed, July 03, 2019
Expert Investor: Mark Bernberg - The Biggest Investing Opportunity Since The Creation Of The Internet
The Cannabis industry has been on our radar for a while now, but it's still so early on in its growth (pun intended). There's a lot to learn about the industry, and we believe it's important to start understanding it now, as the investing opportunities are potentially immense. That's why we sat down with founder and CIO of the Green Fund, Mark Bernberg. The Green Fund is a global research house, covering the global cannabis industry with a specific focus on the APAC region. Mark also runs a fund, specifically investing in cannabis, for sophisticated investors. He has a deep knowledge of the industry and provides us with some fascinating insight into the future growth trajectory of the cannabis industry. In this episode you will learn: • What sparked Mark's interest in medical marijuana • Some of the key stats about the industry: value, projected growth and some of the big players • Why you should back out of investing in the supply side • The environment in Australia, and the role we'll play as the industry grows • Where investor's money is flowing at the moment • How you can get exposure to the industry as a beginner investor • Why the retail and pharama spaces are the one sto watch for future investing opportunities Stocks and resources discussed: • The Green Fund - Mark's research house • Mark's Paper Portfolio • Canopy Growth • Aurora Cannabis • Tilray • Cronos • CannTrust • ETF - Horizons HMMJ - Largest in the world How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E152 · Sun, June 30, 2019
EM Chat: Tracking our 2019 Bold Predictions
New Financial Year seems like a good time to review the predictions we made at the start of the year (also Bryce's book still hasn't arrived for our monthly bookclub - thanks Amazon - so we've had to delay that). So enjoy listening as we review some of our predictions from 6 months ago. There are some that we can make a call on (i.e. Alec's prediction for the 2019 Federal Election) and a lot that we're tracking as we enter the second half of the year. Topics include: • Overall market performance • Investment style - will value outperform growth? • A number of company specific predictions - Disney, Afterpay, Uber, Lyft & WeWork • We've also included a call on cryptocurrency (given its recent run) How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E151 · Wed, June 26, 2019
Your Questions: Ask Us Anything - June | Franking Credits, Diversification & Facebook's Cryptocurrency
Last episode of the month, means we're once again answering your questions. In this episode we're answering questions on: • Franking credits • Bonds and fixed income products • Mergers and acquisitions • International diversification and exchange rates • Facebook's new cryptocurrency Libra • Intrinsic value • Knowing when to sell If you want to ask questions for our next Ask Us Anything episode, reach out to us via email, social media or the Ask Us Anything section of our website. How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E150 · Mon, June 24, 2019
Basics: Investing Clean & Green | Ethical, Socially Responsible & Sustainable Investing
Ethical investing is becoming increasingly popular, and it's also delivering some great returns. Due to popular demand, we've dedicated this episode to explore ethical, socially responsible and sustainable investing. According to the Responsible Investment Association Australasia, "responsible investment is a process that takes into account environmental, social, governance (ESG) and ethical issues into the investment process of research, analysis, selection and monitoring of investments." As it's an area of investing that is growing, both in assets under management, and in terms of products becoming available to retail investors, there is a lot to consider for us investors. In this episode you will learn: • What ethical investing is • Whats socially responsible investing is • What sustainable investing is • What the Responsible Investment Association Australasia (RIAA) is and what it means for investors • The growth of ethical investing • Ethical investment options for retail investors • Norway's new approach to ethical investing How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E149 · Wed, June 19, 2019
Expert Investor: Julia Lee - Mastermind #1
Wow, this episode is a cracker! Julia Lee is an Australian Equities Analyst at Bell Direct, and loves talking about stocks. We're so excited to have her back on the show. The last time we spoke with Julia, it was such a success we had to get her back on. So this is the first episode of our Equity Mates Mastermind sessions. How does it work? Each month, Ren (Alec) & Bryce will come together with Julia, and each pitch a stock we think is either interesting, be it due to its business model, its opportunity for growth or perhaps its management, or that we think presents a good investment opportunity. Please note, in no way is this a buy, hold, or sell recommendation, and doing your own research on any stocks discussed is critical, this is general information and discussion only. The idea of these sessions is to expose you to the different ways in which we think about companies, and go about researching them, and to obviously learn from Julia, who has a ton of experience. We're hoping to get Julia's thoughts on our approaches. Unfortunately, Ren couldn't be with us for the inaugural session, but he'll make up for it when we meet again soon. Stocks and resources discussed: • Lynas (LYC.ASX) - Lynas Corporation, Ltd. is an Australian rare-earths mining company • Breville Group (BRG.ASX) - Breville Group Limited today is a global electrical business, centered around its successful and growing Breville brand • Find Julia on Twitter • Follow Julia's insights at Bell Direct How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E148 · Mon, June 17, 2019
EM Chat: Inside The Mind Of A Beginner Investor | Mates of Equity Mates
This episode is a cracker - a must-not-miss! One of the original reasons we started Equity Mates was to track the journey of other beginners, as we all learnt to invest together. We believe there is a huge amount of value in learning from other beginners because we all face the same challenges. While it's still very important to get insight and ideas from the experts, sometimes it's refreshing to hear the experience of someone on your level. In this episode, we start our Mates of Equity Mates series and sit down to talk with Kip. Kip is in his late 20's, working full-time, and has made a couple of small purchases to start his investing journey. We wanted to pick his brains, answer some of his questions, and get an insight into his approach over the next 12 months, as he plans to become more active. In this episode you will learn: • How Kip decided what stocks to buy • Kip's investing strategy and approach over the next 12 months • How Kip saves to invest • Why Uber might be an investment decision • His thoughts on superannuation, and how to treat it as a millennial If you want to be part of our series, then reach out to us. We would love to chat about your journey! How to Get Involved in Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E147 · Wed, June 12, 2019
Expert Investor: Meet The Investor: Paul Moore | Back Your Conviction
We don't need to look very far to find some very successful and talented investors in our very own backyard. Many episodes ago we introduced Meet The Investor, with Kerr Neilson - the beginning of a series of episodes introducing you to an Australian investor you may not have heard of. After a hiatus, we're returning to this format to bring you the second episode of Meet The Investor. We've chosen Paul Moore. Who is Paul Moore: Paul Moore is the founder and Chief Investment Officer of PM Capital. He developed the strategies and philosophy that guide the investing principles at PM Capital, and have underpinned the fund's consistently good performance, compared to indices, since it began in 1998. Paul started out in 1985 as an equities analyst, and then went on to be a fund manager at BT, looking after the Select Markets American Growth fund. Between 1994 and 1998 Paul was in charge of two of Australia's best performing global equities funds, and his group was awarded International Equities Manager of the Year in 1995 and 1996. Paul is a value investor. One of the biggest lessons from Paul, as you will hear in this episode, is to back your instinct, and to try and uncover assets that are mispriced. In this episode, we play a number of audio clips from various interviews with Paul, to help give you an insight into how he thinks an investor. How to Get Involved in Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E146 · Mon, June 10, 2019
EM Chat: Free Money! Now that we have your Interest... Rates
The RBA made history last week. For the first time in nearly three years they moved interest rates. Notably, the moved interests rates down, cutting the cash rate to historic lows - just 1.25%. For context, at the depth of the Global Financial Crisis - rates were 3%. In this episode we go back to basics and explain what the importance of the RBA's cash rate, and what the implications are across the economy. By the end of this episode you'll be marking the first Tuesday of every month into your calendar. How to Get Involved in Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E145 · Wed, June 05, 2019
Expert Investor: Ted Richards | The Dunning-Kruger Effect
It wasn't enough for Alec to speak with his AFL hero the first time, so we decided to get him back on the show for another guest interview. This episode we chat with Ted Richards - a premiership player with the Sydney Swans, and now Director of Business Development at automated investment firm Six Park. Ted has recently returned form some time abroad, where he studied behavioural finance at Harvard. We spend time unpacking some of his learnings. Understanding and recognising mental bias as an investor is very important, and can help you to avoid silly emotional-driven mistakes. The Dunning-Kruger effect is an example of a cognitive bias. Simply it's a tendency for unskilled individuals to overestimate their own ability and the tendency for experts to underestimate their own ability. This applies to all investors! Ted is a strong believer of taking the emotion out of investing and applying a rules-based approach, to try and reduce the impact of cognitive bias. It's always good to refresh your memory on these topics. We hope you enjoy! How to Get Involved in Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E144 · Mon, June 03, 2019
Book Club: Lessons from a $500 Billion Company
First episode of the month means one thing - Equity Mates Book Club. Last month we read Sam Walton's book Made in America. By telling the story of one of the greatest ever American business people, Made in America tells the story of Walmart. Starting in 1962 with a handful of stores it charts the journey to the giant of global retail that it is today. In this episode we unpack some of our actionable insights from the book, and explain how the lessons learnt from this one company can be applied across the investing landscape. Hosted on Acast. See acast.com/privacy for more information.
S3 E143 · Wed, May 29, 2019
Your Questions: Ask Us Anything - May
As always, the last episode of the month is devoted to answering as many of the questions that have come through from listeners as we possibly can. From Instagram, and Facebook, to our 'Ask Us Anything' forum, and old fashioned letters, the questions have been flying in this month. As always, ETFs were a hot topic, as was tax. In this episode you will learn: • about software for tax (or the best way to approach tax time) • our thoughts on trying to choose between ASX200 or the S&P500 • if there is a winner between Vanguard's A300 fund or High Yield Fund • how to access and IPO • about the risks with ETF liquidity if there is a run on the market • how to decipher the noise between 'we're at a market high' & 'don't worry about timing the market' If you want to ask ANY question, we have a forum just for it - Ask Us Anything Page. Of course, we'll field questions across all of our channels. How to Get Involved in Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) PS No-one has written a letter to us asking a question... they have sent Christmas cards though! Hosted on Acast. See acast.com/privacy for more information.
S3 E142 · Mon, May 27, 2019
Deep Dive: Aviation | Is This Industry Taking Off?
With revenue of $43.5 billion, adding $15 billion to the Australian economy in 2017, the aviation industry is massive and can provide plenty of opportunity for investors. The industry is not just all about the big-name airlines though. It can be broken down into five main subsectors: • Domestic commercial aviation • International commercial aviation • General aviation • Air-freight transport • Aviation support infrastructure Within these, there are over 1,800 companies in Australia, both private and public. In this Industry Deep Dive episode (more of a shallow dive, given the size of the industry), we take a look at a number of public companies in Australia that can give you exposure to the industry. In this episode you will learn: • About the size of the aviation industry and its contribution to the Australian economy • Some of the key drivers of growth for the industry • What airlines are listed on the Australian Stock Exchange (some you may have never heard of!) • About other publicly listed companies that will give you exposure to the industry Stocks and resources discussed: • Qantas (ASX: QAN) • Virgin Australia (ASX: VAH) • Air New Zealand (ASX: AIZ) • Regional Express Holdings (ASX: REX) • Alliance Aviation Services (ASX: AQZ) • Sydney Airport (ASX: SYD) • Aukland Airport (ASX: AIA) • Flight Centre (ASX: FLT) • WebJet (ASX: WEB) • Corporate Travel Management (ASX: CTD) How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E141 · Wed, May 22, 2019
Classic Ep: Why Alan Kohler is Disgusted with Warren Buffett
For this episode we're reliving one of our favourite all-time episodes - our interview with Alan Kohler. Released in September 2017 (episode 18 of Equity Mates) we spoke to the ABC Journalist and former editor of the Australian Financial Review about his life, career and thoughts on the market. We're hoping all of our new Equity Mates enjoy hearing one of our earlier interviews. For those that have been with us from the start, we hope you enjoy reliving our conversation with one of Australia's most prominent market watchers. For more details, check out the original episode's show notes below. ------------------------------------------------------------------------------ For Australians, there is probably no name or face more synonymous with investing and financial journalism than Alan Kohler. A long history of financial journalism has culminated in Alan doing the financial section of the 7 o'clock ABC news, and being known for his weekend overviews. In my house growing up, the 7 o'clock news was always watched, and Alan was known as the 'graph man' as he has become known for the interesting and insightful charts he shows viewers. Prior to being the face of finance on the ABC, Alan has had a long and storied career in financial journalism, including a stint as editor of the Australian Financial Review from 1985 to 1988. We were lucky enough to sit down with Alan and discuss all things investing. In this episode you will learn: • Why Alan is disgusted with Warren Buffett • Alan's unique idea for dealing with automation • Alan's favourite chart and why he uses charts on ABC News • The differences between markets in the 1980's and now • His thoughts on the dividends Australian companies pay • His thoughts on Australia's housing market Stocks and Resources discussed: • Alan's Must Read Books • Tipping Point - Malcolm Gladwell • Nasim Taleb - Black Swan • Nasim Taleb - Antifragile • Alan's Favourite Chart - 3000 BC Interest Rates • Alan's 3 Australian Articles • Land Tax: It might be time to tax land, instead of income • Dividends: Dividend imputation encourages large payouts and curbs innovation • Indexes: ETFs turn stockmarket into the ultimate Ponzi scheme How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E140 · Sun, May 19, 2019
Trading Talk: Stocks Affected by the Election Result
With the Australian Federal Election now in the books, there are a number of CEO's out there either licking their wounds or celebrating their good fortune. Some of the policies announced by the major parties would've had big effects on the fortunes of their companies. A few days before the election we spent some time looking at a few key announcements and noting particular Australian companies that would be closely watching the result. Hosted on Acast. See acast.com/privacy for more information.
S3 E139 · Thu, May 16, 2019
Expert Investor: Julia Lee - Picking Stocks
For this episode we sat down with notable Australian market watcher and equity strategist at Bell Direct, Julia Lee. Julia has worked in Australian markets for the majority of her career and is joining us to give us some insight into the Australian market. We cover off on all the hot topics from the Buy Now, Pay Later sector to the Infant Formula boom Australia is living through. We also ask Julia about her work studying the drivers of share price movement (something we all want to understand). In this episode you will learn: • Why Julia thinks Warren Buffett may be overrated • Julia's investing style - value v growth • How Julia's first investments beat the market and the surprising way she picked them • Julia's first experience with options trading • The key factors that drive share price movement • How Julia thinks about the Buy Now, Pay Later sector • What Julia is seeing in the Australian market Stocks and Resources Discussed: • Apollo Tourism (ASX: ATL) • Flight Centre (ASX: FLT) • Slater and Gordon (ASX: SGH) • Aristocrat Leisure (ASX: ALL) • Southcorp (No longer listed) • Bell Direct website • Bell Direct Stock Screener How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E138 · Sun, May 12, 2019
Expert Investor: Warren Speaks, We Listen: Berkshire Hathaway Q&A - Part 2
Part 2 of our Berkshire Hathaway Annual Meeting special sees Warren Buffett and Charlie Munger answer a range of questions from investments in American Express and Sees Candy to their thoughts on automation and what that will mean for jobs. If you missed Part 1, you can listen here or in your podcast feed. Questions in this Episode: • Sees Candy - 5:06 • Apple - 12:18 • What Warren and Charlie Value - 15:42 • Activist Investors - 18:33 • Circle of Competence - 21:14 • Sustainability - 26:26 • Index Investing - 35:58 • Jobs and Automation - 42:56 • Investing Overseas - 48:47 • American Express - 53:27 • Managing Risk - 59:48 • How Warren would make 50% returns - 1:05:21 • Berkshire's Transition post-Warren and Charlie - 1:08:17 • Berkshire's Legacy - 1:12:18 How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E137 · Wed, May 08, 2019
Expert Investor: Warren Speaks, We Listen: 2019 Berkshire Hathaway Q&A - Part 1
There were two big celebrations of investing over the weekend. In the Southern Hemisphere - the Equity Mates 100 Episode Party. In the Northern Hemisphere - Berkshire Hathaway's 2019 Annual Meeting. The Berkshire Annual Meeting (also known as Woodstock for Capitalists) is a celebration of all things Warren Buffett, the 88 year old stock market genius, and his offsider, 95 year old Charlie Munger. One highlight of the weekend is Warren and Charlie's Q&A. This year they sat on stage and answered questions for almost 7 hours. We've listed to the full 7 hours so you don't have to, and pulled out some of our favourite questions. Here are our favourite questions from the first 3 and a half hours of Berkshire's Q&A (Part 2 will come out next Monday). Questions in this Episode: • Stock Buybacks Q1 - 6:05 • Stock Buybacks Q2 - 9:57 • Most fun investment - 11:43 • Kraft Heinz - 15:38 • Wells Fargo - 22:31 • 5G Technology and Managing Change - 33:19 • Amazon and Google - 38:30 • Private Equity - 46:34 • Long-Term Investing - 56:12 • Bitcoin - 1:02:12 How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E136 · Sun, May 05, 2019
Next Top Trader: Alan Ng | How To Win A Trading Competition
Last week we announced the winner of Next Top Trader, and as promised, we sat down to discuss the winning moves with Alan. Alan, 20 years old, did a fantastic job to win the competition in 6 weeks, with over a 30% return. With a focus on day trading, and swing trading, Alan had to change his strategy as he was going on holidays. Luckily, the strategy paid off! Like many, Alan is relatively new to investing, so there is plenty to learn from this episode. He shares his strategy, his investing journey, where he finds information and what he looks for in stocks. How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E135 · Wed, May 01, 2019
Book Club: Howard Marks - The Most Important Thing
First episode of the month means it is time for the Equity Mates book club. This month we are discussing Howard Mark's classic investing book 'The Most Important Thing'. Howard Marks is the co-founder of Oaktree Capital Management, a $120 billion fund based in America. Howard is known for his memo's - a must read for any investor. In this book Howard uses his old memo's to illustrate some of the most important things for an investor of any level. In this episode you will learn: • What Howard considers the most important consideration for any investor • Understanding price and knowing what you should pay • Managing risk, and the importance of understanding the difference between probability and outcome • How to properly size your positions • Why market cycles always happen and how investors should take advantage of them • The importance of asset allocation Stocks and Resources Discussed: • Equity Mates Book Club Page How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E134 · Sun, April 28, 2019
Next Top Trader: We Have A Winner! | New York Awaits
It is with great excitement that we can now announce the winner of Australia's Next Top Trader. After a great 6 weeks of trading and investing, there can only be one winner. Our winner had a return of 36% over 6 weeks. That's 315% annualised. A massive result. To find out what stocks he traded to win the trip to the New York Stock Exchange, and how he came storming home in the last week, tune in now! We also look at the average returns for all the competitors, the top stocks and ETFs in favour during the competition, and what's next for Australia's Next Top Trader. How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E133 · Sun, April 28, 2019
Your Questions: Ask Us Anything - March & April
Now with Australia's Next Top Trader behind us, it's time to go back and answer all the questions that have come in over the last 2 months. There have been so many great ones! We've endeavoured to answer as many as we can, and will post answers to those that we haven't, on the forum on our website. In this episode you will learn: • our thoughts on investing for your child's future, and what assets you could consider • how the holdings in an index fund work - it might surprise you! • why we stopped our model portfolio, and when we plan to bring it back! • our thoughts on SelfWealth and other online brokers • what shorting is, and how it is different from placing a 'long' investment • where to go to get a list of all of our essential episodesKeep the questions coming in, we love it, and they're so beneficial for everyone! How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E132 · Thu, April 25, 2019
Basics: Putting the Super back in Superannuation
Superannuation - something everyone has and very few people pay attention to. Most people are aware of the importance of making the right Super decisions, but a lot of the time it gets put into the 'too hard' basket. In this episode we hope to make things a little bit clearer. We've been receiving plenty of questions from listeners (and we'll do a big Ask Us Anything episode soon) but we wanted to pull out some questions about Super and do a separate episode on them. We also talk about our personal Superannuation set ups and how we chose the funds we're currently with. In this episode you will learn about: • The differences between a Superannuation account and an investment account • The tax advantages that comes with Superannuation contributions • Why your investing goals should affect how much you put into your Super • What strategy should you adopt in your Super account • A good rule of thumb for equity/bond split in your Super • How both of the boys set up their Super and the key things they look for when choosing their Super providers How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram (search: equitymates_investingpodcast) • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E131 · Sun, April 21, 2019
Next Top Trader: Final Update & Market Recap
Over the past six weeks we've been watching some of Australia's best university students battle it out for the title of 'Australia's Next Top Trader'. With the competition finished, we've recorded this episode to wrap it up and look back on the past 6 weeks. While we're not ready to announce the competition winner, we can announce the winner of the competition within the competition: who won between Bryce and Ren? In this episode you will learn about: • The movement of major US markets over the past 6 weeks and how that compared to Australia • Oil's incredible run and how some of the major indices are tracking • Notable highlights from last week's quarterly earnings results announcements • What you should be watching in US markets over the coming weeks • How Bryce and Ren ended the Next Top Trader Competition • The key lessons the boys learnt from the past 6 weeks Stocks and Resources Discussed: • Next Top Trader Website How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram (search: equitymates_investingpodcast) • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E130 · Wed, April 17, 2019
EM Chat: Stock of the Year Update
Earlier this year, we each picked one company to be our 'stock of the year'. With the first quarter of the year past we thought it would be a good time to take stock and see how they're going. In this episode you will learn about: • The companies Bryce and Alec chose for Stock of the Year • Why Alec's pick has actually gone backwards • The key industry drivers of Australia's horticultural industry • Why your fresh fruit and vegetables are getting more expensive at the local shops • Why Bryce's pick is doing well • The massive disruptions in the baby goods industry over the past couple of years • How Baby Bunting is competing against online retailers • A Discounted Cash Flow analysis of each company Stocks and Resources Discussed: • Costa Group Holdings (ASX: CGC) • Baby Bunting Group (ASX: BBN) • Money Chimp Discount Cash Flow Calculator How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram (search: equitymates_investingpodcast) • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E129 · Sun, April 14, 2019
Next Top Trader: Week 5 Update | Walk Disney Is Hot!
As always, we start this week with an episode that recaps the last 5 days of market trading in the US, the jostling of positions on the leaderboard of Next Top Trader, and a review of our portfolios. With Ren maintaining his lead over Bryce, we look at both of the portfolio's performances and discuss what our strategy is going to be for the last week of the competition. Alec is sitting pretty, so Bryce needs to pull a rabbit out of a hat if he's to have any chance of getting ahead. We discuss why Walt Disney and Comcast Corp both had great weeks, and review another solid week of growth on the NASDAQ that has taken it to new all-time highs. Last week Ren put a trade on for a 3x leveraged inverse-financials ETF, expecting that the big banks would report underwhelming results, however, this wasn't the case... Tune in for all the latest. There's only one week of Australia's Next Top Trader to go and the competition is tight at the top. This time next week, we will have a winner! Stay tuned. How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E128 · Thu, April 11, 2019
Deep Dive: Take a punt on this episode | Casinos
James Packer's company Crown Resorts (ASX: CWN) was in the headlines this week after it was revealed that US-based Wynn Resorts (NASDAQ: WYNN) was interested in a takeover. While Wynn are saying they are no longer interested in Crown, it got us here at Equity Mates interested in the Australian gambling industry. So here is our 'shallow dive' into the Australian gambling industry (think deep dive while trying to keep to our 20 min or less episode length). We plan to do more industry shallow dives in the future, so if you have an industry you want us to talk about hit us up via email, social media or the Ask Us Anything page on our website. In this episode you will learn about: • Wynn Resorts takeover offer for Crown Resorts and the reasons it was quickly taken off the table • Why Wynn's takeover price was $14.75/share but Crown's share price only rose to $14.08/share • A brief history of Australia's casino industry • The two major players in the industry and a few of the smaller operators • What are the growth drivers in the Australian and international casino industry Stocks and Resources Discussed: • Wynn Resorts (NASDAQ: WYNN) • Crown Resorts (ASX: CWN) • The Star Entertainment Group (ASX: SGR) • SkyCity Entertainment Group (ASX: SKC) How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram (search: equitymates_investingpodcast) • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.
S3 E127 · Sun, April 07, 2019
Next Top Trader: Week 4 Update | The Best & Worst Performing Stocks
Bullish momentum continued this week in the US, with the markets rising again, just like Ren's position on the leaderboard. With only two weeks to go for the competitors in Australia's Next Top Trader, it's getting to crunch time. In this week's update, we review the week that was in the US, and dive into our portfolios to see who is the better trader at this point in the competition. In this episode you will learn: • How the S&P500 and the NASDAQ performed last week • How the Brexit turmoil is impacting the pound • Oil is still on the rise, and why that is • Why Tesla had a shocking week • Harley Davidson reported positive sales numbers, and the impact it's having on their share price • Which company is benefiting from Boeing's issues with their 737 aircraft Hosted on Acast. See acast.com/privacy for more information.
S3 E126 · Thu, April 04, 2019
EM Chat: Equity Mates Return Home
After a solid 3 weeks of podcasts for Australia's Next Top Trader, we've now reached the point where we can switch our focus back to the core of Equity Mates - the Aussie market. This episode we go back to our roots, moving away from the US markets for the moment, to discuss what has happened on the markets in Australia while we've been dreaming of New York, and helping the contestants get there! In this episode you will learn: • what some of the best performing stocks were for the month of March • what some of the worst performing stocks were for the month of March • what we've decided to do with some of our cash in this low-rate environment • about Alec's value ETF and Bryce's approach to dividend yields Going forward, we will be changing the frequency of our shows to every Monday and Thursday. Enjoy! Hosted on Acast. See acast.com/privacy for more information.
S3 E125 · Sun, March 31, 2019
Next Top Trader: Week 3 Update | The Strategy Of A Technical Trader
We're now about to launch into the 4th week of Australia's Next Top Trader, meaning we are at the halfway mark! A lot of traders are in the green, which is great news. Our top 10 are flying, and the race for top spot is really heating up. As usual, to start the week, we discuss the week that was on the US markets. We take a look at oil, the S&P500, the NASDAQ, and discuss the performance of our portfolios. As well as sitting down with Matt to discuss what stocks are hot, and what aren't so hot, we chat with Tiaan - a student from the University of Sydney, about his strategy for the competition, and broader investing approach. Tiaan has a technical approach to investing, and gives us a great insight into his way of determining which stocks to buy. Reminder: you can still join the comp, and there is still time to win. Head to https://www.nexttoptrader.com.au Hosted on Acast. See acast.com/privacy for more information.
S3 E124 · Thu, March 28, 2019
Next Top Trader: Market, Stop and Limit | Different Orders
When placing an order to buy or sell your stocks, you may have noticed there are a few options you can choose from - market order, limit order or a stop order. Each order type has its advantages, and can be used in different situations, depending on what you are trying to achieve. Understanding what these order types mean, and how to execute them, will help you manage your risk and return. The most basic, and common, order type is the market order. In this episode we explain what it means and how it's executed. You would have heard us talk about the 'stop loss' and how it can be used to lock in your gains or limit your losses. If you've always wanted to know what we're talking about, then this is the episode for you. This is the last episode in our lesson series for Australia's Next Top Trader. We'll continue to bring you market updates and stock tips each Monday for the remainder of the comp, and will return to the regular Equity Mates content! Hosted on Acast. See acast.com/privacy for more information.
S3 E123 · Wed, March 27, 2019
Next Top Trader: How To Know When To Buy & Sell
Knowing when to buy and sell may be the difference between making a lot of money in this competition, and actually winning the trip to New York. So in this episode we offer some tips & tricks to help you think about the right time to get in or out of a stock. In this episode you will learn: • 3 possible strategies for timing your buy & sell decisions for this trading competition • Some key considerations when thinking about how much to buy and sell decisions Stocks and resources discussed: • Equity Mates Investing Glossary Hosted on Acast. See acast.com/privacy for more information.
S3 E122 · Tue, March 26, 2019
Next Top Trader: Turn Up The Volume!
No, we're not talking about the volume of your speakers. We're talking about the volume of trades. Volume, or the amount of a stock traded each day, is a key metric many investors use to help them make buying and selling decisions. When a stock is in demand, its price tends to go up, as there are more people wanting to buy than sell. Conversely, when a stock is out of favour by investors, and more are wanting to sell than buy, the price tends to be pushed down. Volume helps give you an indication of the favour of the stock - if it's in demand or not. This episode, we dissect volume, and how you can use it to benefit your investing decisions. Hosted on Acast. See acast.com/privacy for more information.
S3 E121 · Mon, March 25, 2019
Next Top Trader: Investing In Market Sectors
At this point, you're a week into the competition and hopefully have started to make some money. As we enter Week 2, it is important you understand all the different options out there. So in this episode we break down the major categories companies are divided into on the share market, these are known as 'sectors'. Hopefully they give you a greater idea of all the investment options available to you. In this episode you will learn: • The 11 sectors the market is divided into: • Finance • Utilities • Consumer Discretionary • Consumer Staples • Energy • Healthcare • Industrials • Technology • Telecommunications • Materials • Real Estate Hosted on Acast. See acast.com/privacy for more information.
S3 E120 · Sun, March 24, 2019
Next Top Trader: Week 2 Update | An Expert Look at What's Hot & What's Not
With the second week of trading behind us, it's time to recap the week that was, and look forward to what's coming this week! The markets finished the week down, with a very bumpy ride on Friday night. Volatility shot up, gold hit highs, and utility companies performed well. Tech was hit, and weed cooled. In this episode we: • review the markets in the US for the last week • recap the trades that we made, and how they performed • discuss our strategy for the coming week • get some professional insight into the markets from Matt • talk about volatility, and how it can be traded • look at one of the hottest stocks of the year • get an insight into 4 stocks that are on Matt's watchlist A reminder that there is still time to win the competition if you haven't yet joined, or placed a trade. We have 4 weeks to go - a lot can happen in the markets during this time. Head to https://www.nexttoptrader.com.au to enter. Hosted on Acast. See acast.com/privacy for more information.
S3 E119 · Thu, March 21, 2019
Next Top Trader: What is a stock vs ETF vs LIC?!
The investing universe is massive. From individual companies to gold, from real estate to government debt - the options available to investors these days is unprecedented. However, this choice can also cause problems for investors, simply overwhelming them with choice and causing some of the best opportunities to never be found. In this episode, we're going to help simplify the options available by covering off the largest 3 - Stocks, ETFs and LICs (called closed-end funds in America). While there are more options out there, these are the major options available on Stake. In this episode you will learn: • Quick recap on stocks • About Exchange-Traded Funds and the options available for the competition via Stake. • What Listed-Investment Companies are, (aka Closed-End Fund in America) and what the offer for investors Hosted on Acast. See acast.com/privacy for more information.
S3 E118 · Wed, March 20, 2019
Next Top Trader: Pardon The Jargon | Company Specifics
This is the final episode of our short 'pardon the jargon' series, and we're focusing on an individual company level. When analysing an individual company you'll often come across terms and metrics that are not clear. We're hoping to make it slightly clearer in this episode today. In this episode you will learn: • What the term Market Cap means and how you can calculate it • How to understand Earnings and Earnings per Share • What Trading Volume measures • How you should understand the Price/Earnings ratio and what it tells you about the price of a company Stocks and resources discussed: • Equity Mates Investing Glossary Hosted on Acast. See acast.com/privacy for more information.
S3 E117 · Tue, March 19, 2019
Next Top Trader: Pardon The Jargon | Key Trading Terms
Part 2 of our 3 part Pardon the Jargon series. If you're a week into the competition and feeling a little unsure of yourself - this is a great place to start. Don't get put off by the terms you haven't heard before and are struggling to understand - we're heard to break them all down.In this episode we're going to break down some of the key trading terms you'll hear.In this episode you will learn: • Quick recap of Stock and ETF's and the difference between the two • How to understand the term Index, and examples of it in an investing context • What Stop Losses are, and how you can use them to minimise risk of losing money • The difference between a Bid Price and an Ask Pricetocks and resources discussed: • Equity Mates Investing Glossary Hosted on Acast. See acast.com/privacy for more information.
S3 E116 · Mon, March 18, 2019
Next Top Trader: Pardon The Jargon | Understanding The Market
As a podcast, we hate jargon. We think it is one of the main reasons people never start investing, and we want to help people break through this barrier. So in this episode (and the next couple to come) we're going to break down some key investing terms that you'll come across during the competition and in the course of your investing life.In this episode you will learn: • What is meant by the acronyms NYSE and NASDAQ • How to think about Bull and Bear markets • Definitions for terms; Asset, Bonds & Interest RatesStocks and resources discussed: • Equity Mates Investing Glossary Hosted on Acast. See acast.com/privacy for more information.
S3 E115 · Sun, March 17, 2019
Next Top Trader: Week 1 Wrap | The Top Strategy & What's Hot & Not
We've made it to the end of the first week of competition, and with American markets opening again 12:30am Tuesday morning, it's time for us to do a wrap-up of the first week.In this episode, we discuss how our trades performed over the past week, what we bought and what our strategy will be going into the second week of trading.We get some insight into the strategies of the Top 10 traders on our leaderboard - it's all about cannabis at this point!Make sure you head to the game website for more information about the game, to sign-up if you haven't already (there is still time to win!), and to check out the leaderboard. You can refer your friends into the competition as well, and both you and your friend will receive $5 into your trading account. Hosted on Acast. See acast.com/privacy for more information.
S3 E114 · Thu, March 14, 2019
Next Top Trader: Utilising Watchlists & Understanding Your Holdings
We've been receiving a few questions from competitors about using Stake, so we wanted to spend an episode explaining two features. Hopefully this helps you with the competition, and gets you one step closer to New York.If you still have questions about the Stake platform or the competition more generally - hit us up at contact@equitymates.com.auIn this episode you will learn: • Where to find the shares you own on Stake, and the key information about your trades • Understanding the different between 'Performance' (how the stock has performed since your purchased it) and 'Last Price' (how the stock performed over the last trading day) • What 'Your Watchlist' is intended for, and how you can best use it. Hosted on Acast. See acast.com/privacy for more information.
S3 E113 · Wed, March 13, 2019
Next Top Trader: Playing The Short Game | Tips To Succeed In 6 Weeks
Next Top Trader is a 6-week competition. That means 30 trading days to win your way to New York. With a short time horizon, you need to ensure your strategy is suitable.In this episode, we break down some key tips & trips to excel with such a short time horizon.In this episode you will learn: • How Chris Brycki won the ASX Sharemarket game 3 times - and what you can learn from that • What to do if your stock starts falling • Why timing is more important than being right • How you can look for events that will drive price changes during the competition Hosted on Acast. See acast.com/privacy for more information.
S3 E112 · Tue, March 12, 2019
Next Top Trader: Finding Inspiration | Where To Look For Your First Stock
Finding the right trade is one of the hardest part about getting started. Every time you find a trade, you can find a way to talk yourself out of it. So in this episode, we cover some of the ways you can find trading ideas, and hopefully set you on the path to finding that competition winning trade.In this episode you will learn: • 3 ways to find stocks: • Let the numbers do the talking • Follow the leader • Use your environmentStocks and resources discussed: • Equity Mates Investing Glossary • Next Top Trader Videos Hosted on Acast. See acast.com/privacy for more information.
S3 E111 · Mon, March 11, 2019
Next Top Trader: Game Rules
With Australia's Next Top Trader now in full swing, we want to reitterate the rules, as well as all the ways in which we'll be delivering lessons, updates and market tips to you over the next 6 weeks.Night 1 of the competition is done. 29 trading days to go until one lucky competitor is on a flight to New York.If you haven't made a trade, or haven't signed up yet, don't worry. There is no deadline to sign up or trade, it is simply about who can make the most money in the trading period. So head over to the competition website and sign up today - www.nexttoptrader.com.auIn this episode, we are going to recap the competition rules so every competitor knows exactly what they need to do to win the trip to New York. If you have further questions about the rules or the competition in general - email us at contact@equitymates.com.What do you need to know? • Competition period: 11 March - 20 April • How to sign up: Register on NextTopTrader.com.au and then sign up and fund your Stake account • Competition winner: Highest % increase over the trading period, based on the sum of daily performance • To win the competition, you must be a university student • Competition prize: Trip to New York • Further T's & C's at NextTopTrader.com.auStocks and resources discussed: • Weekly email - If you've signed up for the competition, you're automatically signed up to this mailing list • Thought Starters • Instagram - @EquityMates_InvestingPodcast • Email - contact@equitymates.com Hosted on Acast. See acast.com/privacy for more information.
S3 E110 · Sun, March 10, 2019
Next Top Trader: The Comp Starts & What's Hot In The Markets w/ Matt
Welcome to Australia's Next Top Trader! You're quite possibly feeling a bit overwhelmed right now, and very unsure on a lot of things, particularly what on earth you might buy for this competition! Have no fear though, we have some fresh ideas coming your way! To kick-off the competition we have Matt Leibowitz, the co-founder and CEO of Stake, joining us to give his insights on the current market conditions and to share a few stocks that are currently on his watchlist. What you need to know: • Join the competition here, if you haven't already! • US Markets are open in Australia from 12:30am - 7am AEST Tuesday morning - Saturday morning • You can place a trade at any time, and it will be executed during the opening hours • You need to make sure you fund your account to start playing In this episode you will learn: • Matt's view on the current climate of the US markets - weak or strong? • One industry to keep an eye on • One industry that may be running out of gas • How the use of leveraged ETFs could spring you to the top of the leaderboard (buyer beware!) Stocks and resources discussed: • The Weed Industry • The Gas Industry & Commodities • Cronos Group (CRON) • Innovative Industrial Properties (IIPR) • ProShares UltraPro QQQ ETF (TQQQ) • ProShares UltraPro Short QQQ (SQQQ) • Top 10 Investing Books Of All Time Hosted on Acast. See acast.com/privacy for more information.
S3 E109 · Wed, March 06, 2019
Expert Investor: Brandon - Aussie Wealth Creation | Money Is Made In The Stock Market While You Wait
When we sat down to chat with Brandon, who hosts the YouTube channel Aussie Wealth Creation, one of the first things he said was, "you never know the emotion of trading until you actually do it". We couldn't agree more with this statement. It's one of the most important messages we have for beginner investors. The biggest lessons you will learn are by doing. We connected with Brandon because we both share the same ethos. We started out not really knowing much about investing and decided to record our journey as we learnt to invest, in the hope that it would inspire others to join too. Brandon has a deep focus on value investing and has been working on his strategy for a few years now. In this episode you will learn: • What the hardest thing was for Brandon when buying his first stock • Where he found inspiration for his first purchase • His 'must-read' book that now forms the basis for his investing strategy • How understanding meaning, moats, management and margin of safety are integral to picking stocks and; • An example of how to apply these to Facebook • What a margin of safety is, and how Brandon applies it to his investing • The different passive and active approaches used Stocks and resources discussed: • Australian Foundation Investment Co. Ltd (ASX: AFI) • Rule #1 - Phil Town • Payback Time - Phil Town • Invested - Phil Town Hosted on Acast. See acast.com/privacy for more information.
S3 E108 · Mon, March 04, 2019
103. Ask Us Anything - February (part 2)
Due to the number of questions we wanted to answer, we had to split February's Ask Us Anything over 2 episodes. So here is part 2 - where we answer some of the best questions we've received over the last month. In this episode you will learn: • What are 3 major things to look out for when selecting a Financial Advisor • How you can go about discovering and then monitoring stocks in the US • How to track multiple strategies through the same brokerage account • How we think about crowdfunding equity platforms and anything investors should be wary of if they're thinking about investing • What are progressive dividend policies and are they still a concept followed by public companies? • How should investors think about the price war for brokerage at the moment? And is the same price war raging for larger investors as well? • How options trading works and the difference between covered and naked options • How to think about investing in Uranium Stocks and Resources Discussed: • Two Financial Advisor Search Platforms - Financial Planning Association and Association of Financial Advisors • Explainer article on Options trading • Simple Path to Wealth by J. L. Collins • Vanguard - VTSAX, VTI & VTS Hosted on Acast. See acast.com/privacy for more information.
S3 E107 · Sun, March 03, 2019
Your Questions: Ask Us Anything - February (part 1)
Last episode of the month means we answer all of your questions. We've received so many, that we're going to split this Ask Us Anything over two eps. So part 1 is out today, part 2 will be out tomorrow. As always, you can ask us any question via email or social media. If we don't get to answering your question on the show, we'll endeavour to reply in writing. In this episode you will learn: • What has happened to the lithium markets recently, and in particular AVZ Minerals? • Who the boys are backing - A2 Milk or Bellamy's • What the process is for a reverse merger? • Should you be looking at stock picking subscription services? • How do investors that buy the same stock at different times (and at different prices) determine which shares they're selling when selling part of their holding? • What is meant by the term 'ETF Decay' and what should investors understand about it? • What we think about about Raiz (formerly Acorns) Stocks and Resources Discussed: • AVZ Minerals (ASX: AVZ) • A2 Milk (ASX: A2M) • Bellamy's (ASX: BAL) • Article on ETF Decay • Episode 21 and Episode 61 - Two interviews with George Lucas (CEO of Raiz). Hosted on Acast. See acast.com/privacy for more information.
S3 E106 · Tue, February 26, 2019
News: Reporting Season - 8 Companies Under The Microscope
It's that time of year again when the report cards of companies are released to eagerly-waiting investors, for them to scrutinise. We're talking about Reporting Season. Here in Australia, publicly listed companies are releasing their FY19 Half Year results. For those of you who are new to the markets, there is a requirement that all publicly listed companies report their earnings and performance half-way through the Financial Year, and also at the end. It's a time of year where investors reward, or punish, companies for their performance. In the case of one of the companies we discuss in this episode, a downgrade in growth expectations by the company resulted in investors dumping the stock, sending it plummeting 50% in one day! In the US, companies are reporting their Fourth Quarter results, as well as their Year End 2018, results. The likes of Amazon, Facebook and Alphabet have all reported. One of the companies we look at has reported revenue of $515 billion. Yes, billion! We have chosen 2 domestic stocks, and 2 international stocks each, and highlight a few of the key takeaways from their report card. Stocks discussed: • Telstra • Cleanaway • Bingo • Baby Bunting • Walmart • Johnson & Johnson • Ellie Mae • Allianz Hosted on Acast. See acast.com/privacy for more information.
S3 E105 · Wed, February 20, 2019
Expert Investor: Louise Bedford - The Queen Of Candlesticks
It's not often you get to talk to a trading expert, a best-selling author, a trading mentor, a keynote speaker, and a Queen of Candlesticks, but in this episode, we were lucky enough to speak to all of them, at once! Louise Bedford is all of the above, plus a passionate educator, and we sat down on a Saturday morning to dive into all things trading (vs our longer-term approach). Trading, in its purest sense, is something that we haven't put into practice a lot, and with our search for Australia's Next Top Trader in March 2019, we thought it would be a great idea to get Louise on to give us a few trading tips, and insights into the power of candlestick charts. In this episode you will learn: • Louise's distinction between trading and investing • Why Louise believes every trader and investor should understand and use candlestick charts • Why candlestick charts are superior to line and bar charts • How 100 men in Japan started the very first real-time price updates • The pros and cons of using leverage • That Ren and Louise agree to disagree on investing time horizons • That having a chart archetype and sticking to it is the most important lesson a trader can learn • About Louise's Trading Game mentorship program Stocks and resources discussed: • The Trading Game • Talking Trading Podcast • The Four Tendencies - Gretchen Rubin • Deep Work - Cal Newport • Atomic Habits - James Clear Louise is generously offering all Equity Mates access to her Candlestick Pattern Summary - normally a resource you need to pay for, but for a limited time, it's free for the Equity Mates community. So be sure to check it out! Hosted on Acast. See acast.com/privacy for more information.
S3 E104 · Sun, February 17, 2019
EM Talk: Why We Invest
Over the past 6 months as more and more Equity Mates have joined us on this journey, we've thought it may be time to do a reset episode. To explain how this podcast started and all that we've learnt over the past two years. Given we're about to tick over to episode #100 - we thought this was the perfect time. In this episode you will learn: • Why Bryce and Alec started Equity Mates • Two key things Alec has learnt over the last 99 episodes. • The major lesson Bryce has taken away from the last two years. • How Alec and Bryce think about investing today • Why they look for companies with moats (long-term competitive advantages) and an ability to reinvest their profits • How thinking for the long-term gives you an advantage over professional investors • Why Seth Klarman's distinction between investing and speculating has been particularly helpful • What the boys think about the choice between picking stocks or taking the market average return Hosted on Acast. See acast.com/privacy for more information.
S3 E103 · Mon, February 11, 2019
Expert Investor: Canna Campbell aka SugarMumma & The $1000 Project
If you haven't heard of Canna Campbell aka SugarMumma, and creator of the $1000 Project, then this is the perfect opportunity for you to get to know her. Canna is an expert financial planner, who saved over $60,000 in just over two years, without using a cent from her salary. She hustled and hustled, saving $1000 at a time, and then invested that money into income-producing stocks, to start building a passive income stream. In this episode you will learn: • About the power of Canna's very first dividend • All about the $1000 project • About the side hustles that Canna used to generate income on the side • Whats stocks and industries she invests in to generate a passive income • Some of Canna's top tips to saving to invest • Canna's two biggest myths of investing Stocks and resources discussed: • SugarMumma.TV • Sugar Mumma Website • The $1000 Project website • $1000 Project - Canna Campbell (book) • Motivated Money - Peter Thornhill • Think and Grow Rich - Napoleon Hill • Ordinary People, Extraordinary Wealth - Ric Edelman • Harmonic Wealth - James Arthur Ray Hosted on Acast. See acast.com/privacy for more information.
S3 E102 · Thu, February 07, 2019
Book Club: Titan - The Life of John D. Rockefeller Sr.
Another month, another meeting of the Equity Mates Book Club. Over summer we've been reading Titan: The Life of John D. Rockefeller Sr by Ron Chernow. Lucky we had two months to read it, because this book was a big one. For those unfamiliar, Rockefeller was the richest man in America in the early-1900's and goes down as one of the richest men in history. He made his money in the early days of the oil industry and his company, Standard Oil, became the largest oil refiner in the world. While you may not have heard of Standard Oil, you are likely familiar with some of the companies that grew out of it. After Standard Oil was broken up in 1911 many of the companies developed into oil giants in their own right and rebranded over the next century. Some companies that were once part of Standard Oil - Exxon, Mobil, Amoco and Chevron. If you want to read along - Click here for Titan: The Life of John D. Rockefeller Sr. For our February book - Click here for The Most Important Thing by Howard Marks If you haven't signed up for our Next Top Trader Competition - Click here to do it now! Hosted on Acast. See acast.com/privacy for more information.
S3 E101 · Sat, February 02, 2019
Your Questions: Ask Us Anything - January 2019 (Part 2)
After our Christmas break, we had a lot of questions for our Ask Us Anything show. Way too many for one episode. So we've split it into two. If you have a question you want answered, jump onto the Ask Us Anything section of our website or hit us up on social media. If you haven't already, make sure you sign up for our Next Top Trader competition - https://comp.nexttoptrader.com.au/ In this episode you will learn: • The effect that currency movements have on your overseas investments & how you can benefit from a weak Australian dollar • About Ethical ETFs and how to determine how 'ethical' they really are • What we think about investing in wine • How you should balance paying off your mortgage and getting money into the market • The best way to get paid your dividends - cash or in extra shares (aka dividend reinvestment) • How you can invest in an industry like eSports and what are some of the best ways to do it • Whether there are any ETFs or funds that mimic Joel Greenblatt's 'Little Book that Beats the Market' strategy Stocks and Resources Discussed: • Canstar top 10 ethical funds 2018 • Ratesetter • Article on Goldman Sachs' eSports Projections • eSports related companies discussed: eSports Mogul (ASX: ESH), Take Two Interactive (NASDAQ: TTWO), Electronic Arts (NASDAQ: EA), Activision Blizzard (NASDAQ: ATVI), Nintendo (TYO: 7974), Nvidia (NASDAQ: NVDA), TenCent Holdings (HKG: 0700), Logitech (SWX: LOGN), Sony (TYO: 6758) • Value ETFs Discussed: US Quantitative Value ETF (BATS: QVAL) and International Quantitative Value ETF (BATS: IVAL) Hosted on Acast. See acast.com/privacy for more information.
S3 E100 · Tue, January 29, 2019
Your Questions: Ask Us Anything - January 2019 (Part 1)
Last episode of the month means Ask Us Anything - where we answer some of the questions you've asked over the past month. Due to our Christmas break, and the number of questions we've had, we're splitting this up into 2 episodes. So this episode is part one, and then on Sunday we'll be releasing part two. As always if you want to ask questions for next month, jump on the Ask Us Anything section of our website or hit us up on social media. In this episode you will learn: • The tax implications of investing and what you need to report • How Alec was wrong about A2 Milk in 2017, and what that can tell us about Price-to-Earnings (P/E) ratios • Whether there are any Stake-like platforms that offer free brokerage for the Australian market • How young people should balance investing for their future and saving for big purchases (i.e. house, car). • If you're married or de facto, how you should set up your investing accounts • The key metrics investors should keep track of Stocks and Resources Discussed: • ATO Share Investing Fact Sheet 'You and Your Shares 2018' • A2 Milk (ASX: A2M) • First Home Super Saver Scheme Hosted on Acast. See acast.com/privacy for more information.
S3 E99 · Thu, January 24, 2019
EM Talk: Two Stocks of the Year & One Exciting Announcement
Episodes don't get much bigger than this. To kick off, we've got something really exciting to announce. Something we've been working on over summer. Something that might see you winning a trip to New York and walking the floor of the New York Stock Exchange. Wouldn't that be something! On top of that, we've each got our final bold prediction for 2019. In this episode we each pick our Stock of the Year. For those who missed it in 2018, this is where both Bryce and Alec pick a stock to go head-to-head - winner is the stock that has the best percentage performance in 2019. To take the first step to win your free trip to New York head to: www.nexttoptrader.com.au Hosted on Acast. See acast.com/privacy for more information.
S3 E98 · Sun, January 20, 2019
EM Talk: We're Back! 2019 Bold Predictions
We're back for 2019! After a short Christmas break, we're ready for a big year and excited for some of the new things we've got planned. As is tradition, we used the first episode of the year to make some bold predictions for the year ahead. We'll also recap our 2018 predictions and see how we went. In this episode you will learn: • Recap of 2018 bold predictions - who won and who lost • How our 2018 Stock of Year picks went • What we're predicting will happen in the year ahead Hosted on Acast. See acast.com/privacy for more information.
S2 E97 · Sat, January 12, 2019
Summer Series #5 - Prime Financial Group (ASX: PFG)
Welcome to another episode of Equity Mates' Summer Series. As we take a break over the Christmas period, we're releasing a series of deep-dive episodes to keep you going until we're back in the New Year. We've randomly generated 5 ASX ticker codes and will discuss one company per episode. The aim of the series is to show how we go about researching a company, and how we begin to formulate a thesis. In this episode, we discuss Prime Financial Group (ASX: PFG), an integrated Accounting, Wealth Management and Capital advisory firm for Business Owners and Family Groups. In this episode you will learn: • About the three main pillars that makeup Prime Financial • The main drivers of revenue for Prime Financial • How Prime Financial has taken an interesting approach in the Venture Capital space • How it's possible they have a market cap of $15m, yet $60m in assets • The term "goodwill" and how it impacts profitability • About intangible assets, and how they impact profitability Stocks and resources discussed: • Prime Financial website • Prime Financial ASX website • Prime Financial Investor Relations page • Prime Financial Yahoo page • Prime Financial FY18 annual report Hosted on Acast. See acast.com/privacy for more information.
S2 E96 · Sat, January 05, 2019
Summer Series #4 - Doriemus PLC (ASX: DOR)
Welcome to another episode of Equity Mates' Summer Series. As we take a break over the Christmas period, we're releasing a series of deep-dive episodes to keep you going until we're back in the New Year. We've randomly generated 5 ASX ticker codes and will discuss one company per episode. The aim of the series is to show how we go about researching a company, and how we begin to formulate a thesis. In this episode, we discuss Doriemus PLC (ASX Code: DOR), a British oil and gas company. In this episode you will learn: • The main functions of Doriemus PLC • How it differs from your traditional oil and gas company • Why understanding the skills of the management team is important • The companies key financials and how they differ to previous years • How to apply a valuation method to an oil company • What impact little to no revenue has on the valuation of the company • The resources and processes we used to find all of this information Stocks and resources discussed: • Doriemus PLC Website • Doriemus PLC Investor Relations page • Doriemus PLC FY17 Annual Report • Doriemus PLC ASX Website • Doriemus PLC Yahoo Finance Hosted on Acast. See acast.com/privacy for more information.
S2 E95 · Sat, December 29, 2018
Summer Series #3 - GPT Group (ASX: GPT)
Welcome to the Equity Mates Summer Series. As we take a break over the Christmas period, we will be releasing a series of deep-dive episodes to keep you going until we're back in the New Year. A couple of weeks ago, we randomly generated 5 ASX ticker codes and will discuss one company per episode. In this episode we discuss GPT Group (ASX Code: GPT). In this episode, you will learn: • What a Real Estate Investment Trust (REIT) is • The real estate assets that GPT Group own and manage • How the downturn in the residential housing market has affected GPT's assets and share price • What are some of the key metrics you use when examining a REIT • How to read a REIT's financial statement, and why the net profit number can be misleading • How the market values REIT's • The key differences between a Real Estate ETF and a Real Estate Investment Trust • A few different ways you can short the real estate market Stocks and Resources Discussed: • GPT Group Website • GPT Group Investor Relations Page • Yahoo Finance - GPT Group • Article: Top 3 Inverse Real Estate ETFs Hosted on Acast. See acast.com/privacy for more information.
S2 E94 · Sun, December 23, 2018
Summer Series #2 - Latin Resources (ASX: LRS)
Welcome to the Equity Mates Summer Series. As we take a break over the Christmas period, we will be releasing a series of deep-dive episodes to keep you going until we're back in the New Year. A couple of weeks ago, we randomly generated 5 ASX ticker codes and will discuss one company per episode. In this episode we discuss Latin Resources (ASX Code: LRS). In this episode, you will learn: • Details about Latin Resources as a company • Why Latin Resources is focused on lithium in Central America? • The different stages of mineral extraction - explorers, miners, processors - and where Latin fits in • The competitive landscape and how LRS compares to other Australian lithium miners • The company's financial details • How you value a mining explorer Hosted on Acast. See acast.com/privacy for more information.
S2 E93 · Sun, December 16, 2018
Summer Series #1 - Baby Bunting (ASX: BBN)
Welcome to the Equity Mates Summer Series. As we take a break over the Christmas period, we will be releasing a series of deep-dive episodes to keep you going until we're back in the New Year. A couple of weeks ago, we randomly generated 5 ASX ticker codes and will discuss one company per episode. In this episode we discuss Baby Bunting (ASX Code: BBN), Australia's largest specialist baby-goods retailer. [We know the audio quality isn't great in patches. We're making sure it'll be better for the remainder of our summer series. Thanks for bearing with us.] In this episode, you will learn: • Details about Baby Bunting as a company • About Baby Bunting's major competitors and the major changes that happened in the speciality baby retail industry last year • How Baby Bunting is preparing to compete with online retailers like Amazon • How the US Speciality Baby Retailers dealt with Amazon's intrusion into their market • The two key risks Bryce sees about investing in this industry • The company's key financials and how they compare to previous years • Why the company saw revenue (sales) rise by 9% but net profit fall by 25% • What happened to cause the company's share price to jump 38% the day it released its latest Annual Report • Baby Bunting's future plans • Perhaps most importantly, where the boys found this information Stocks and Resources Discussed: • Baby Bunting Website (ASX: BBN) • Baby Bunting ASX Website • Baby Bunting Yahoo Finance • Baby Bunting Investor Relations Page • Baby Bunting FY18 Annual Report • Baby Bunting Recent Investor Presentation • Motley Fool's page on Baby Bunting Hosted on Acast. See acast.com/privacy for more information.
S2 E92 · Sat, December 08, 2018
Expert Investor: Jesse Felder - Clear Thinking On What's Happening In Markets
We are so excited to bring you another episode in our Expert Investor series. Our guest this week is someone who we have been following for a couple of years now, and have longed to have on the show. His name is Jesse Felder. Jesse is an ex-Wall Street trader, starting his career at Bear Stearns (without even studying Business or Finance) - the largest investment bank on Wall Street at the time. He then went on co-found a multi-billion dollar hedge fund, before moving into financial media, and running 'The Felder Report'. Jesse's views resonate with us, and if you've listened to our episode 'The Buy-And-Hold Cult' then you will have heard Jesse speak before. In this episode you will learn: • Jesse's number one thing that beginners should understand better about markets • What Jesse's first investment was, and what lead him to that decision • The worst piece of advice he's ever received • Why all investors should be wary of recency bias • Jesse's current approach to investing, given equity valuations are at historic highs • Why Equity Mates might be wrong about the logic of index investing • Why Gold still has potential, and why it should be part of every investor's portfolio Stocks and resources discussed: • Reminiscences of a Stock Operator - Edwin Lefèvre • The Felder Report • Superinvestors And The Art Of Worldly Wisdom • Wall Street Journal Hosted on Acast. See acast.com/privacy for more information.
S2 E91 · Sat, December 08, 2018
EM Talk: Farewell 2018
Before we take a break for Christmas and the New Year period, we take some time to tie a few things off and have a final quick discussion on the state of the market. But don't panic! We will still be releasing episodes over summer. Each week we're going to deep dive into one random company from the Australian Stock Exchange to see if we can find anything interesting. We'll discuss how we researched the companies, look at the balance sheets and highlight any pros or cons to look out for. A massive thanks to all of you, our listeners, for what has been an awesome year for Equity Mates Investing Podcast! To those that have been with us since day one, a massive thanks, and to those that have joined us along the way, a massive thank you as well. We have some huge news for 2019, so stay tuned, and have a safe holiday period. Bryce and Alec Hosted on Acast. See acast.com/privacy for more information.
S2 E90 · Mon, December 03, 2018
Book Club: Little Book That Still Beats The Market
First episode of the month means the next instalment of the Equity Mates Book Club. We're pretty excited to talk about this book - an investing classic - The Little Book That (Still) Beats The Market by Joel Greenblatt. Greenblatt has serious bona fides as an investor. Running his fund Gotham Capital between 1985 and 2006, he returned an average of 40% per year! That would've turned his initial $7 million into $8.2 billion in just 21 years. Greenblatt wrote this book for his kids, to teach them the basics of investing. The great news is you don't need to be the kid of a once-in-a-generation investor to understand the concepts. The concepts he discusses are straight forward, and when backtested consistently beat the market. To get more information on this book, and to join us and read along with our book club head to: https://equitymates.com/bookclub/ Hosted on Acast. See acast.com/privacy for more information.
S2 E89 · Thu, November 29, 2018
Your Questions: Ask Us Anything - November 2018
End of the month can only mean one thing - Equity Mates ask us anything. Once again we've collected some of our favourite questions from our website, social media and email and will answer them together on the show. In this episode we answers questions on: • Individual stock picking or ETFs • Cyber Monday • The actual mechanics of how shares are bought once you select 'buy' • Differences between major indexes • The key things to keep in mind when thinking about superannuation • Why Woodside (ASX: WPL) has seen price declines despite stronger gas prices As always you can ask questions for us to answer next month. Just hit us up on social media or go to the ask us anything section of our website. Hosted on Acast. See acast.com/privacy for more information.
S2 E88 · Sat, November 24, 2018
Trading Talk: What's Happening In Markets & How We Are Investing
Since we began this podcast in January 2017, global markets have been on an incredible run. 2017 was an uninterrupted climb higher and higher, and aside from one hiccup in February, the first half of 2018 looked much the same. Word on the street was that our podcast was a good luck charm: as long as Bryce was talking, markets would keep rising. Alas, it appears this is not the case. Recently markets have started to fall pretty hard. Most of the time we try and avoid talking about the day-to-day movements of the market (because we're trying to think long-term). However, as this drop continues into a downturn across the world, we figured we were well overdue to discuss it. In this episode you will learn: • What has happened to the major market indices in Australia, USA, China, London and Germany. • How some of the biggest name companies including Facebook, Amazon, Alphabet (Google) and GE, have performed recently. • How other assets have performed - cryptocurrency, gold, oil, credit and property • The role the end of Quantitative Easing has played in this market downturn • Some of the different recommendations you can find online on how to invest in a market downturn... and what Bryce and Alec think of them • How Bryce and Alec are positioning their personal investments Stocks and Resources Discussed: • Stocks • Facebook (NASDAQ: FB) • General Electric (NYSE: GE) • Apple (NASDAQ: AAPL) • Amazon (NASDAQ: AMZN) • 3 Articles on 'How to Play Downturn' • The Street • Investopedia • CNBC • Inverse ETF's • Please ensure you do your own research and get your own advice before following Bryce into these trades • Proshares UltraPro Short NASDAQ (NASDAQ: SQQQ) • Proshares UltraPro Short S&P 500 (NYSE: SPXU) • US Equities Strong Bear Fund (ASX: BBUS) • Australian Equities Bear Fund (ASX: BEAR) Hosted on Acast. See acast.com/privacy for more information.
S2 E87 · Tue, November 20, 2018
Expert Investor: Daniel Foggo, RateSetter - Understanding Peer-To-Peer Lending
Knowing what to do with your cash while you're perhaps saving to invest it in stocks or compiling it to buy the next dip, is sometimes hard. You might also have an emergency fund, or you're saving for a house. In such a low-interest rate environment, putting your cash in the bank doesn't really give you the greatest of returns. This episode we explore an alternative to putting your cash into the bank. We look at peer-to-peer lending, with CEO of RateSetter Australia, Daniel Foggo. Peer-to-peer lending is lagging in popularity compared with Europe and the US, but people are starting to catch on. Peer-to-peer lending is simply that - you lend you money to someone who wants to borrow some money, and they agree to pay it back, with interest over a period of time. This process is managed by RateSetter. If we focus on the investor, the advantage is that you can put your cash to work, over 1 month, 3 or 5 year periods, at rates up to 9+% (at time of writing). There is criticism around the concept of peer-to-peer lending and the industry, and it is certainly not without any risk, but is an alternative to the banks. In this episode you will learn: • what peer-to-peer lending is • the mechanisms of RateSetter and why they can provide rates better than the banks • what drove Dan to start RateSetter and some of the challenges faced setting up the business • the major advantages of peer-to-peer lending • the major risks of peer-to-peer lending Stocks and resources discussed: • RateSetter Website Hosted on Acast. See acast.com/privacy for more information.
S2 E86 · Wed, November 14, 2018
EM Talk: Christmas Is Coming... And So Are Two Massive IPO's!
Cricket is back on the TV (well sort of, we hear its on Foxtel) and Coles and Woolies have brought out their Christmas lines. That means Christmas is right around the corner. Over summer we'll be taking a break from our normal Equity Mates schedule and instead will be presenting our 'Summer Series'. In each episode we'll be doing a deep dive into one randomly selected company. Listen to this episode to find out what companies we'll be looking at (and how we struggled to select them). However, Christmas isn't the only exciting milestone just around the corner. 2019 promises two massive Initial Public Offerings - Uber and Lyft. The ride-sharing rivals will be going head-to-head in a completely different arena - the public markets. In this episode we break down what's happening, what the companies are being valued at, and most importantly - which would we rather invest in. Hosted on Acast. See acast.com/privacy for more information.
S2 E85 · Sun, November 11, 2018
Basics: Okay, So You Want To Start Investing?
85 episodes in, who would have thought?! We've learnt a lot over the past 18 months, and the Equity Mates community has grown significantly, along the way. Firstly, a huge thank you to everyone for joining the journey, as we all learn to invest. We wouldn't be where we are today without you all. Secondly, with many joining the show in the last few months, Christmas and the 100th episode just around the corner, we thought it would be a great opportunity to revisit some of our Basic 101 episodes we've done, and wrap them up into a 'what you need to know to get started' episode. In this episode you will learn: • What your investment options are when your start • Why we think stocks are king • The 3 main ways you can invest in stocks • Why the share market is the greatest wealth-creating machine known to man • The importance of keeping track of fees Stocks and resources discussed: • Basics 101 episodes - Essential Learnings • 4. How To Buy Shares • 17. From balance sheets to supercomputers: The 5 Styles of Investing • 45. $1000 to $4.3 million | Fees • 50. WTF Is An ETF? | ETF 101 BetaShares • 66. The first decision every investor makes | Investing Platforms Hosted on Acast. See acast.com/privacy for more information.
S2 E84 · Mon, November 05, 2018
Trading Talk: The Buy-And-Hold Cult
If you haven't already heard of the 'buy and hold' strategy, then this is the episode for you. If you have, then this is certainly the episode for you. For a while now, we've discussed the advantages, and disadvantages, of buying stocks with a very long-term focus, as generally speaking, the market does well over time. If you had bought the index right before the Global Financial Crisis, for example, and held through the crash, then you would be well up on your initial investment. The buy-and-hold strategy. From around 2008, we've seen a rise in the popularity of Exchange Traded Funds (ETFs), across the globe, as many people move there money from active management, into ETFs, which are a more passive investing approach. In some cases, they've done this thinking that, over time, no matter what happens, the market will always go up, and you will make money. Not all cases, but some. And this is what we discuss today. One of our favourite investors, and finance commentators, is Jesse Felder. An ex-investment banker, and billion-dollar hedge fund manager, Jesse is well respected and has many strong opinions on the direction of the marker. In one of his recent interviews, he discusses what he as coined as 'the buy and hold cult'. We give our two-cents on his comments. In this episode you will learn: • What Jesse means by the term 'buy-and-hold cult' • If you are part of the cult! • About Japan's stock market recovery • Our opinions on passive investing Stocks and resources discussed: • The Felder Report Hosted on Acast. See acast.com/privacy for more information.
S2 E83 · Thu, November 01, 2018
Book Club: Liar's Poker
Welcome to the inaugural Equity Mates Book Club! As we speak to more and more expert investors, we keep hearing the same thing - the importance of reading. So we've started our own Equity Mates Book Club so you can join us in reading and discussing some of the best investing books around. Hopefully it makes the task of learning about investing just that little more enjoyable. First up, we have Liar's Poker by Michael Lewis. Lewis is the best-selling author of Moneyball and The Big Short. This is his first book, about his time at Salomon Brothers - a bond trading firm in the 1980's. Salomon was a high-flying firm that lived up to a lot of stereotypes of Wall Street in the 1980's until it all came crashing down. To keep up with the Book Club, see past and future month's reads and to buy any of the books we discuss - check out our Book Club link below. https://equitymates.com/bookclub Hosted on Acast. See acast.com/privacy for more information.
S2 E82 · Sat, October 27, 2018
Your Questions: Ask Us Anything - October 2018
It's that time again. The last episode of every month we answer your questions. This time we've selected 6 questions that range from what we studied, to managing your emergency fund, to how an ETF is priced. As always if you want to submit a question, hit us up on social media or email, reply to the Thought Starters email or comment on our website. We'll get back to you or we'll save your question and answer it on the final episode of every month. Hosted on Acast. See acast.com/privacy for more information.
S2 E81 · Tue, October 23, 2018
Trading Talk: ASX Game And An Afterpay Update
We're now getting towards the pointy-end of the ASX Sharemarket game, so it's time we check-in to see how our portfolios are going. After a couple of rough weeks on the markets, and with a number of stocks that we have exposure too, heavily punished, things aren't looking great for us to be in profit. We also spend some time talking about Afterpay, just like everyone else. We started looking at Afterpay over 12 months ago, and have watched it run crazy. However over the last couple of months haven't been so great for it, so we look at why, and what it means going forward. In this episode you will learn: • Who is winning the ASX competition between Bryce and Alec, and who is in profit, and who is making a loss • Which stocks have been star performers in the game portfolios • Which stocks have been star losers in the game portfolios • What the major lessons have been over the last couple of months • Why Afterpay is looking at a bumpy few months to come • If Alec's opinion on Afterpay has changed Stocks and resources discussed: • Costa Group Holdings (ASX: CGC) • Afterpay Touch Group Ltd (ASX: APT) • A2 Milk Company Ltd (ASX: A2M) • CSL Limited (ASX: CSL) Some housekeeping: Follow us on Instagram - It's not just memes, we're actually using it as a platform to provide you with some inspiration and new concepts - each week we do a Pardon the Jargon (key terms you need to know as an investor), Company in the Spotlight (an introduction to a new Australian company), News and Thought Starters Essential Learnings - we've collated all of our Basics 101 episodes into a series, so you can refer back to them, or use them as a starting point. They're all essential episodes to learn to invest. Ask Us Anything - if you want to ask us a question, head over to our forum, and ask us! If we can't answer, we'll get one of our Experts to. Hosted on Acast. See acast.com/privacy for more information.
S2 E80 · Wed, October 17, 2018
Expert Investor: Todd Harrison - The Emmy Award Winning King Of Pot
How often do you come across someone who graduated from university and was given the job of managing the money of UBS (one of the biggest investment banks in the world), then went on to become Vice President at Morgan Stanely, Managing Director of Derivatives at The Galleon Group and then president of the $400 million hedge fund, Cramer Berkowitz? Oh, and if that wasn't enough, our guest then started Minyanville Media, an Emmy Award winning financial media company and now is founding partner and Chief Investment Officer of CB1 Capital - an investment manager that specialises in the supply chain of cannabinoid-based wellness solutions and products. He's the King of Pot on Wall St. It's not often you meet someone with a resume so impressive, so it was with great excitement that we sat down to speak with Todd Harrison. Todd has appeared on FOX, CNBC, CNN and he is published in the Wall Street Journal, Business Week and Fortune. In this episode you will learn: • Why Todd thinks Australia is the service station to the Southern Hemisphere when it comes to this industry • What will happen when big pharmaceuticals become buyers • Which market Todd thinks is really about to take root • What place biotech has in the marijuana industry • Some of the stocks on Todd's watchlist • That large institutions can't buy pot stocks Stocks and resources discussed: • Elixinol Global Ltd (AXX: EXL) • Charlottes Web Holdings Inc (CWEB:CN Canadian) • Canopy Growth Corporation (CGC) • Tilray Inc (TLRY) • Cronos Group Inc (CRON) • Man Search For Meaning - Viktor E Frankl • The Energy Bus: 10 Rules to Fuel Your Life, Work, and Team with Positive Energy - Jon Gordon Hosted on Acast. See acast.com/privacy for more information.
S2 E79 · Sat, October 13, 2018
Expert Investor: Chris Brycki - 3x Winner Of The ASX Sharemarket Game
"The best advice is boring.." - this is episode is anything but boring, AND is full of great advice. Today we're excited to bring you an interview with Chris Brykci. Chris is the CEO of StockSpot - Australia's first ever digital investment adviser. Chris has over 21 years of investment experience and spent most of his career as a Portfolio Manager at UBS. He holds a Bachelor of Commerce (Accounting/Finance Co-op Scholarship) from the UNSW and is a member of the ASIC Digital Advisory Committee. Chris is a pioneer in the investment advice and personal finance space. He started Stockspot when he was 28 when he realised consumers were being taken advantage of by unfair fees and biased advice when they invest. He saw the opportunity to use technology to help more Australians access honest advice and low fee investing. He now sits on two ASIC financial advice and technology committees. He's also famous for winning the ASX high school share trading game three times as a teenager. In this episode we discuss a variety of investment topics, from investing 101 and creating a great portfolio to why it might not be the best idea for Bryce to be sitting in cash! We learnt a lot from Chris, so we hope you do as well. In this episode you will learn: • How Chris chose his first stock, at 10 years old • Why losing money is the best way to learn to invest • The strategies used to win 3 ASX School Sharemarket Games • The concept of 'buying straw hats in winter' and how you can apply it today • That 'the best advice is boring' • What separates StockSpot from every other robo-adviser • The defensive strategies StockSpot use to protect investors money Stocks and resources discussed: • Reminiscences of a Stock Operator - Edwin Lefèvre • Nudge: Improving Decisions about Health, Wealth, and Happiness - Richard Thaler • Thinking, Fast and Slow - Daniel Kahneman Some housekeeping: Follow us on Instagram - It's not just memes, we're actually using it as a platform to provide you with some inspiration and new concepts - each week we do a Pardon the Jargon (key terms you need to know as an investor), Company in the Spotlight (an introduction to a new Australian company), News and Thought Starters Essential Learnings - we've collated all of our Basics 101 episodes into a series, so you can refer back to them, or use them as a starting point. They're all essential episodes to learn to invest. Ask Us Anything - if you want to ask us a question, head over to our forum, and ask us! If we can't answer, we'll get one of our Experts to. Hosted on Acast. See acast.com/privacy for more information.
S2 E78 · Tue, October 09, 2018
Expert Investor: Kerr Neilson - Meet The Investor
Kerr Neilson is one of Australia's greatest investors. He is someone a lot of our listeners won't be familiar with, but hopefully after this episode you will be. In a new series - Meet the Investor - we have picked out some clips from Kerr's interviews that we'll play and discuss. The purpose of this episode, and episodes like it, is to introduce some of Australia's greatest investors to our listeners. For while everyone knows Warren Buffett, other great investors aren't too well known, especially those from outside America. We think that is a shame - as there is a lot of knowledge and experience we can all learn from if we know where to look. So we hope you enjoy the first of our Meet the Investor series. Please let us know if there is a particular investor you want us to profile in the future. Hosted on Acast. See acast.com/privacy for more information.
S2 E77 · Thu, October 04, 2018
News: Millennial Portfolio Update
Millennial investing - Cypto, Snapchat, Tesla and pot stocks. While at Equity Mates we are strongly against this portfolio construction, it has been an interesting few weeks for the millennial portfolio. In particular, Tesla and Elon Musk have had a tough couple of weeks while Pot Stocks have had a cracking few months. In this episode we break down some of these key developments for the millennial portfolio In this episode you will learn: • Why Elon Musk and Tesla was sued by the SEC • What the settlement with the SEC entails • Why some Marijuana stocks have more than doubled in price in the past couple of months • The companies that have recently been investing heavily into the Marijuana industry • The three ways Alec's thinks about investing in the Marijuana boom • One big call about a company that Alec thinks will be investing in the marijuana industry Stocks and Resources Discussed: • Tesla (NASDAQ: TSLA) • Canopy Growth (TSE: WEED) • Aurora Cannabis (TSE: ACB) • Cronos Group (TSE: CRON) • Tilray (NASDAQ: TLRY) • Aleafia (CVE: ALEF) • MMJ Phytotech Ltd (ASX: MMJ) • Constellation Brands (NYSE: STZ) • Coca-Cola (NYSE: KO) • Philip Morris (NYSE: PM) Hosted on Acast. See acast.com/privacy for more information.
S2 E76 · Sat, September 29, 2018
Your Questions: Ask Us Anything #1
'Ask Us Anything' is a new segment we're kicking off this week. On the last episode of each month, we are going to answer all the questions that come in from our listeners via the 'Ask Us Anything' forum on our website. We start this week with some crackers. Michael, Sasha, Brendon, Jayson and Jeremy all wrote in asking us questions ranging from the current state of the crypto market through to choosing ETFs based on the current stage of the business cycle. In this episode you will learn (heaps!): • How we feel about the current state of the crypto market • If crypto is the future of currency • The phases of technology adoption • About the Australian Derivatives market and the Chicago Mercantile Exchange • How to access derivatives if you want to dabble in that type of investing • How ETFs pay dividends - why some do, and some don't • The four stages of the business cycle and the impact each have on the stock market • Which sectors of the market perform the best in each stage of the business cycle • Where we currently are in the business cycle and what that means for investors • Why developing an investing thesis is important in helping you choose your next ETF Stocks and resources discussed: • Technology Revolutions and Financial Capital Hosted on Acast. See acast.com/privacy for more information.
S2 E75 · Mon, September 24, 2018
EM Talk: Bryce Surprises Ren
As promised in our last episode, episode 75 is titled Bryce Surprises Ren. In this episode we each have something to discuss we think will surprise the other. For Ren, it is to do with a new investing idea he's been thinking about. For Bryce, it is a test of investing instincts. Hopefully this episode can surprise (and maybe help) a few listeners as well. In this episode you will learn: • Who the boys are backing in the AFL Grand Final • How Alec is thinking about investing late in the business cycle • The difference between active management and passive investing • The different ways you can invest in active managers • A quiz to test your 'investing instincts' • Some of the new investing ideas Bryce is looking at Stocks and Resources discussed: • Hedgefun Managers website • 10 question 'investing instincts' quiz • List of Vanguard investment products Hosted on Acast. See acast.com/privacy for more information.
S2 E74 · Wed, September 19, 2018
EM Talk: No GFC 2.0?
Right back at the start of 2018 we sat down and made a few bold predictions about what we thought might happen during the year. One of those predictions was very bold indeed. Very specific. Very pessimistic. Bryce bet that on September 15th 2018, 10 years on from the Global Financial Crisis, we would experience a drop in the US market of greater than 20%. Silly, we know. Or was it... Fortunately (well, depending which side of the bet you were on), this wasn't the case, and the world continued as normal. This week we look back on the bet, and the 10 year anniversary of the GFC, as well as give an update on the progress of our portfolios in the ASX Sharemarket game. In this episode you will learn: • Why Bryce's prediction technically could never have happened • If Bryce doubled down on his prediction • Equity Mates' outlook, going forward • Who is up and who is down in the ASX Sharemarket game • Which stocks have been star performers for the boys • And which have been their biggest losers • Bryce is a poet • Alec has a surprise lined up To keep up to date with everything Equity Mates are looking at each week, and what's catching their attention, make sure you sign up to their weekly Thoughts Starters email. Every Monday you'll get the latest in news, thought-provoking articles and some secret investing ideas. Hosted on Acast. See acast.com/privacy for more information.
S2 E73 · Sun, September 16, 2018
Basics: Forget Stock Picking
With our live shows done, we wanted to discuss a theme that came up over and over again in our listener Q&A and conversations afterwards. It's a question both of us had when we started investing and it is one that can lead a lot of people to put investing in the 'too hard' basket. That question is - how do I pick the perfect stock? It's a question that professional investors struggle to answer - even Warren Buffett had his IBM moment. Importantly, it is one that can get new investors lost in a sea of jargon, ratios and charts. So in this episode we explain why new investors should forget stock picking and explain how achieving market average returns over a long time period is all you need. In this episode you will learn: • Why stock picking is the wrong focus for new investors • The three things that investors should focus on instead - reducing the costs you can control, diversifying and asset allocation • How both of us think about stock picking v market average returns Stocks and Resources Discussed: • The Economist - Fund managers rarely outperform the market for long • Slater and Gordon (ASX: SGH) • A2 Milk (ASX: A2M) • Bellamy's (ASX: BAL) Hosted on Acast. See acast.com/privacy for more information.
S2 E72 · Mon, September 10, 2018
Your Questions: Listener Mailbag #2
One of the reasons we started Equity Mates Investing Podcast was to track our journey of learning the ins-and-outs of investing, and more importantly, to get others on the journey with us! As more and more Equity Mates have joined the journey with us, we've been receiving a wide range of questions, which we love. In this episode we've chosen a few of them to answer. In this episode you will learn: • What happens to companies like Spaceship and Raiz, and the underlying assets, when the market tanks • What we think of Zip Co Ltd (ASX: Z1P), the 'little brother' of Afterpay • Some of our favourite, and highly recommended, finance documentaries and movies • The best way to listen to this podcast If you want to contact us you can do so through our social media - Facebook, Instagram or Twitter - or email us at equitymates@gmail.com. We've got a new Equity Mates forum on our website, called 'Ask Us Anything' - so do it, and ask us anything! Stocks and resources discussed: • Zip Co Ltd (ASX: Z1P) • Dirty Money • I.O.U.S.A • Betting On Zero • Inside Job • Smartest Guys In The Room • Wall Street Hosted on Acast. See acast.com/privacy for more information.
S2 E71 · Wed, September 05, 2018
News: The Strangest IPO
Previously on the show (Ep #39) we've discussed IPO, or Initial Public Offerings. You might otherwise know them as a 'float'. IPOs are when a private company lists on a stock exchange to raise funds by selling shares to investors, including members of the public. Companies use IPOs to raise money that can then be reinvested to help grow the business.IPOs give investors an opportunity to buy shares at a determined price before it opens on the stock market, with the hope that over time the share price will go up. This week, we review a list of upcoming IPOs on the Australian Stock Exchange. Most of them are standard mining companies, but one really stood out to us as being quite different. In this episode you will learn: • What an IPO is and why companies do them • Which company stood out as a rather unusual offer • The trend that's taking place in venture capital • Why the big billion dollar companies of the world are staying private Stocks and resources discussed: • Uber • Lift • NiceVend (ASX: NVD) • ASX List of Upcoming Floats and Listings Hosted on Acast. See acast.com/privacy for more information.
S2 E70 · Sat, September 01, 2018
News: Another Day, Another PM | How Leadership Changes Affect Markets
Australia has a new Prime Minister. That fact was inescapable last week as the two Liberal Party leadership spills were plastered across news headlines. We aren't interested in adding to the political commentary, but instead are interested in the effect these leadership changes have on the Australian market. So that is the question we set out to answer in this episode and accompanying blog post (link below). In this episode you will learn: • How Scott Morrison's victory affected markets. • The different reasons why leadership change may affect markets • How leadership changes of years gone by (Gillard, Rudd, Abbott, Turnbull etc.) have affected the Australian market • What has happened to the Australian market over this period of 6 Prime Ministers • How you should think about news and politics affecting markets more generally Stocks and Resources Discussed: • Equity Mates Blog Post - Do Leadership Spills Move Markets? • Ben Carlson - Why Doesn't the Stock Market care about news? (includes Bank of America chart discussed in episode) • Melbourne Live Show - Wednesday 5 September • Sydney Live Show - Thursday 13 September Hosted on Acast. See acast.com/privacy for more information.
S2 E69 · Tue, August 28, 2018
Tips & Tricks: The Biggest Risk Is Not Investing | Books
There are so many great investing and business books out there that sometimes it's hard to know where to start, and often, finding the time to finish them is equally as challenging. This episode we review some of the books we've finished reading over the last month or so, to give you some of the great lessons learned. In this episode you will learn: • The biggest risk is not investing • Why young people must start investing early and buck the conventional market wisdom • Why picking 'the hottest' stocks may lead to meager returns • Why you should not judge investing books by their shocking covers • How the founder of Nike is inspiring Equity Mates • (if Alec's tip for the Swans to beat Hawthorn by 30 points came off) Stocks and resources discussed: • Millennial Money: How Young Investors Can Build A Fortune (Patrick O'Shaughnessy) • The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success (Harvard Business Review Press) • The Black Swan: The Impact Of the Highly Improbable (Nassim Nicholas Taleb) • Trade Like A Stock Market Wizard: How to Achieve Super Performance in Stocks in Any Market (Mark Minervini) • Shoe Dog (Phil Knight) Hosted on Acast. See acast.com/privacy for more information.
S2 E68 · Wed, August 22, 2018
Trading Talk: Strategies In Practice | Who's Up, Who's Down?
The competition is really heating up. Over the last two weeks, we have revealed the strategies that we hope will take us to the top of the leaderboard of the ASX Sharemarket Game. The game gives players $50,000 in play money, and 4 months to invest in stocks in the ASX200. The game emulates the ASX in real time. This week we give an update on how the first two weeks have gone for us. Who is in profit? Has anyone had a disastrous start? In this episode you will learn: • The biggest lesson we've learnt from using stop losses • Who is and who isn't making a profit • Which companies have been the most successful for us over the last two weeks • How to utilise the reporting season to get some quick wins Stocks and resources discussed: • The A2 Milk Company (ASX: A2M) • Wesfarmers Limited (ASX: WES) • NexTDC Limited (ASX: NXT) • WorleyParsons Limited (ASX: WOR) • Kogan.com Limited (ASX: KGN) • Afterpay Touch Group (ASX: APT) • ASX Limited (ASX: ASX) • WiseTech Global Limited (ASX: WTC) • Australian Foundation Investment Company (ASX: AFI) • CSL Limited (ASX: CSL) • Commsec Reporting Calendar Hosted on Acast. See acast.com/privacy for more information.
S2 E67 · Sat, August 18, 2018
Basics: Pardon The Jargon - 5 More Terms You Should Know
Investing jargon. We hate it. Nothing makes it harder for new investors to get started than overcoming the wave of acronyms and terminology that comes with investing. We both found it challenging when we started, and we're hoping episodes like this make it a bit easier for those just starting out. We've chosen 5 key investing terms - some because they particularly annoy us, others because they're quite topical - and we break them down so you can understand them. For more experienced investors that may be familiar with these terms, we discuss the utility of some of these terms and Alec quizzes Bryce throughout. So even if you're familiar with the terms, you'll at least get some decent trivia questions out of this episode! In this episode you will learn: • 5 key investing terms, the way they're used and what they mean. • What the terms Alpha and Beta mean for investors. • Why risk and volatility are not the same thing. • What Blue Chip stocks are, and where the name came from. • Understanding what an Index is, and how Alec thinks about them. • How the first index came about and what was included in it. • Why it is important to look beyond share price and look at a company's market capitalisation. • The first company to be worth $1 trillion. Stocks and Resources Discussed: • Equity Mates Pardon the Jargon #2 blog post. • How to make money in bull and bear markets - Stan Weinstein Hosted on Acast. See acast.com/privacy for more information.
S2 E66 · Mon, August 13, 2018
Basics: Investing Platforms - The First Decision Every Investor Makes
It is a decision every investor faces before they make their first trade, and for a lot of people it can be overwhelming. With so many options and so little experience, it is difficult to make the correct choice. No - we're not talking about choosing your first share - we're talking about choosing your brokerage platform. A brokerage platform is simply the place (usually website these days) where you buy and sell shares. There are so many options these days from the more traditional, like the Big 4 Banks, to the disruptive, think phone-based, no cost platforms. In this Basics 101 episode, we break down the options available and what the important considerations are. So if you're trying to make the choice, or think you made the wrong choice, this episode should help you choose the brokerage platform that is right for you. In this episode you will learn: • The three main categories of brokerage platforms available today • What the Big 4 Banks and Macquarie offer • What some of the online-only newcomers are offering in this space • The different prices you'll pay for brokerage • Other important considerations for choosing your brokerage • Which brokerage platforms the boys use and why Stocks and Resources Discussed: • Equity Mates brokerage platforms blog post. • We discussed a number of different share trading platforms in this episode. Rather than linking them all below, use these Finder.com.au resources to do your own comparison and decide what is right for you: • Factors to consider when choosing your brokerage platform (towards bottom of article) • Comparison of different brokerage options in Australia (confusingly, there are two sets of comparison tables in this article, scroll down to the second it is more comprehensive). Hosted on Acast. See acast.com/privacy for more information.
S2 E65 · Wed, August 08, 2018
Trading Talk: Alec's Investing Strategies Revealed | ASX Game
As we started discussing last week, the ASX Sharemarket game has kicked-off. The rules are simple: $50,000 in play money, and 4 months to invest as best you can, competing against all other entrants across the country. The game emulates the Australian Stock Exchange in real-time each day. Alec and Bryce have decided to compete and to record their trades and learnings as they go. Last week Bryce revealed what his initial strategies were for picking his first investments, and this episode it's Alec's turn to reveal how he chose his investments for the next 4 months. In this episode you will learn: • What 'bottom left to top right means' and how it helps to pick a stock • Which company Alec thinks is one of the best capital allocators out there • Which stock both Bryce and Alec have chosen in their portfolio • How Alec has distributed his $50,000 Stocks and resources discussed: • Wesfarmers Limted (ASX: WES) • Cleanaway Wast Management Limited (ASX: CWY) • WorleyParsons Limited (ASX: WOR) • NextDC Limited (ASX: NXT) Hosted on Acast. See acast.com/privacy for more information.
S2 E64 · Sun, August 05, 2018
Trading Talk: Bryce's Investing Strategies Revealed | ASX Game
Who doesn't like the opportunity to put their investing strategies to the test without having the fear of losing your hard earned money in the process? Well thanks to the Australian Stock Exchange, you can do just that! Twice a year they run the ASX Sharemarket Game, where you are given $50,000 in pretend money, and you compete against all other entrants over a 3 month period. It's awesome. Everything is as if you're investing in real stocks - same prices, same brokerage, and the game mirrors the ASX in real time - but it's not real money. You can't lose. It's a fantastic way to try before you buy! This episode Bryce reveals some of the strategies he'll be using over the next three months as he competes with Alec, so see who is the top Equity Mate! Alec was a slow-starter, and yet to put any trades in, whereas Bryce $30,000 deep already. In this episode you will learn: • How using a Reporting Calendar can be helpful to identify investing opportunities • Which three stocks Bryce has chosen to kick-start his competition • What Ex-dividend date means • What the best and worst performing sectors were for FY18 and how this plays into Bryce's strategy Stocks and resources discussed: • Kogan.com Ltd (ASX: KGN) • Wisetech Global Limited (ASX: WTC) • Afterpay Touch Group (ASX: APT) • Australian Foundation Investment Company (ASX: AFI) • Cleanaway Waste Management Limited (ASX: CWY) • The ASX Sharemarket Game • 2018 Reporting Calendar Hosted on Acast. See acast.com/privacy for more information.
S2 E63 · Tue, July 31, 2018
Expert Investor: Ali Hamed - Thinking Differently & The Wisdom Of Youth
Ali Hamed is a name you may not be familiar with yet, but we're betting you will be. At just 26 years old, Ali is not only a co-founder of CoVenture - a firm that invests pre-seed venture capital, provides unconventional debt financing and manages a cryptocurrency index - but is also one of the clearest thinkers we've come across in our time at Equity Mates. We heard a couple of interviews Ali had done and were taken by the way he thought and his ability to express his insights clearly. From why the 2 hour movie is dead, to the practical utility of crypto, we think you'll enjoy this one. In this episode you will learn: • Why Ali thinks the 2 hour movie is the modern day Shakespearean sonnet. • Ali's personal journey; from baseball scholarship, to sleeping on a park bench, to co-founding CoVenture. • One thing all company founders should remember when pitching to investors. • Any companies that Ali regrets passing on. • Why CoVenture looks for unpriced assets rather than mispriced assets. • The story of the creation of fiat currency (government-backed currency) and how that helps us think about cryptocurrency. • Why Ali is more bullish on bitcoin than the blockchain. • Some companies that may benefit from embracing crypto. • How Ali would value a digital account - like Instagram, AirBnB etc. • Why you should only consume media you pay for. • What keeps Ali up at night Stocks and Resources discussed: • CoVenture website • Books (click the title for more information): • Lords of Finance • The Fountainhead • The Power of One • East of Eden • The Unbanking of America • Ali's Twitter Hosted on Acast. See acast.com/privacy for more information.
S2 E62 · Wed, July 25, 2018
Tips & Tricks: Talking All Things Tax Time
Australia loves investors. You need to understand the tax advantages of a lot of your investments to make the most of it. But trying to understand it all can be confusing, especially if it's your first time doing a tax return, or it's been your first year investing in stocks. Have no fear though, because in this episode we go through everything you need to know when it comes to your stocks and your tax return. In this episode you will learn: • What we mean when we say Australia loves investors • The basics - dividend income, capital gains, total assessable income • Wen yu need to fill out a tax return • The tax advantages of capital gains and capital losses • About capital gains discount • About tax loss selling • About the beauty that are franking credits • How margin loans can be advantageous if done right Hosted on Acast. See acast.com/privacy for more information.
S2 E61 · Sun, July 22, 2018
Expert Investor: George Lucas - From Acorns Raiz Grows
Since our first interview with George Lucas a lot has changed. When we last interviewed him, he was the head of Acorns Australia. Now, less than 6 months later, he is the CEO of the publicly traded Raiz. We've been getting a lot of listener questions about the rebrand of Acorns Australia and what it means, so we thought who better to answer those questions than George Lucas himself. In this episode we get the back story and inside details of Acorns Australia's decision to rebrand as Raiz and to list on the ASX. This is also an exciting first for us, our first interview with an ASX-listed CEO. In this episode you will learn: • How Raiz, previously Acorns, helps you 'save in the background of life' • Why Acorns Australia rebranded as Raiz. • How George and his team came up with the name Raiz. • The reasons why Raiz went public. • The IPO process including the investor roadshow and how George felt on opening day. • How the company has performed since going public. • Growth in the FinTech market that is making it easier for non-professionals to invest. • Raiz's plans to get into Superannuation • The Raiz Rewards program, and how you can get companies to put money towards your investing goals Stocks and Resources Discussed: • Raiz Invest Limited (ASX: RZI) • Link to Raiz website Hosted on Acast. See acast.com/privacy for more information.
S2 E60 · Mon, July 16, 2018
Expert Investor: Matt Leibowitz - An Expert Reviews Our Trades | Stake Competition Wrap
"This is not mission impossible!" - Matt Leibowitz, CEO of Stake This episode is a cracker. As many of you are aware, we were invited to participate in a trading competition, hosted by Stake, to beta test their new trading app. The rules were simple. We were given $500 (USD$370) to trade through Stake, in American stocks. We had two weeks to make as much money as possible, and we had to trade at least three different companies. Mission accepted! However, for Equity Mates, this was going to be a massive challenge, because our view on investing is much, much longer-term than two weeks. We had to radically change our mindset. We sat down with Matt for what was going to be a short wrap-up of the competition, and reveal of the results. However, as we got started we couldn't help picking Matt's brain further and further with questions about his trading during the competition and his views on technical analysis. We had a very open conversation with him about the tricks and habits of being a successful trader. In this episode you will learn: • How much money we won or lost in the competition, and where we placed • What our biggest learnings were from the two weeks • The stocks we picked, and why we picked them • The stocks Matt picked, and why he picked them • About the importance of using a stop loss, and how to best manage them • The basics of volatility, and how Matt used it to his advantage • How to "be a lion in the jungle, and wait for your prey to appear" • Why money drives markets and not the news cycle • Why everyone has the ability to manage their own money • Why investing is not about being right, it's about making money • The best books for technical analysis Stocks and resources discussed: • Avalara (AVLR) • Netflix (NFLX) • ProShares UltraPro QQQ ETF 3x Leveraged (TQQQ) • VIX Short-term futures ProShares (VIXY) • Frontline (FRO) • Fortinet (FTNT) • ProShares Ultra VIX Short-term Futures ETF (UVXY) Hosted on Acast. See acast.com/privacy for more information.
S2 E59 · Thu, July 12, 2018
EM Talk: Finding Strange And Surprising Companies
This episode is a little different to most. When the rumours first broke about football superstar Christiano Ronaldo going to Juventus, the Juventus share price jumped 8%. We didn't realise Juventus was publicly traded and started doing some researching. This episode is the result of that investigation - an exploration of some of the strangest and most surprising companies out on the market. In this episode you will learn: • About sports teams that are publicly traded, including one from Australia • How you can invest in stadiums • If owning a sporting league is better than owning a sports team • About a company that searches for lost treasure • Some of the strangest futures markets that have been banned by the US Government Stocks and Resources Discussed: • Juventus (Italy: JUVE) • Machester United (NYSE: MANU) • Brisbane Broncos (ASX: BBL) • Madison Square Garden (NYSE: MSG) • Churchill Downs (NASDAQ: CHDN) • World Wrestling Entertainment (NYSE: WWE) • Formula One (NYSE: FWONA) • Odyssey Marine Exploration (NASDAQ: OMEX) Hosted on Acast. See acast.com/privacy for more information.
S2 E58 · Sat, July 07, 2018
EM Talk: Portfolio Deep Dive
Following on from the last episode, where we discussed three important elements for building an investment portfolio, we deep dive into our own portfolios to compare our strategies and see if they align with our investing goals. We both have similar long-term goals, yet the way we approach constructing our investment portfolios are quite different, based on our risk appetite, asset classes and our short-term view of the market. One of us is heavy in cash, expecting the market to turn, and wanting to be in a position to pounce. The other is well diversified across direct stock picks, hybrids and gold. We look at what the strategies are behind our portfolios and what our next moves are. In this episode you will learn: • How we have approached our portfolio construction over the past few years • How our portfolio reflects our long-term investing goals • What a hybrid is, and why Alec has invested in them Hosted on Acast. See acast.com/privacy for more information.
S2 E57 · Mon, July 02, 2018
Basics: How to Build a Great Investment Portfolio
How to build a great investment portfolio? - it's easier than you think! There is no real hidden secret that only the professionals know about when it comes to building a successful investment portfolio. A portfolio is the total collection of assets that you invest in to create wealth. Now, it doesn't have to always be shares. Many portfolios of the best investors around the world are made up of different asset classes, from cash, to bonds and property. This episode we debunk the myth that you need to be an expert to start building a great portfolio. The truth is, it's simple, as long as you're dedicated, do your own research and are prepared to have some fun. We discuss the three building blocks that we think are fundamental to building a portfolio and that are achievable for the beginner. In this episode you will learn: • What the three components are that make the foundations for a strong investment portfolio • What Bryce and Alec's investing goals are, and if their portfolios are set up to achieve them • The difference between Growth, Income and Protection portfolios • Some of the most common asset classes that make up many investor's portfolios Hosted on Acast. See acast.com/privacy for more information.
S2 E56 · Thu, June 28, 2018
Basics: Stock Buybacks | Own More By Doing Less
Stock buybacks are all the rage these days. Fuelled by tax cuts, low cost of capital and not a lot of growth opportunities on the horizon, companies have been buying back their shares by the bucketload. In fact, since 2010 there has been $3.5 trillion in shares bought back in the US alone. Buybacks are great for shareholders in theory - one day you owned 5% of the company, the next day you owned 7% without lifting a finger. How good! However, in reality buybacks haven't always been great for investors or for the companies buying back the shares. In this episode you will learn: • What a buyback is and how it is done • The theory behind buybacks • Notable examples of recent buybacks - Apple, Boeing, Cisco, ANZ just to name a few • Why Australia doesn't see as many buybacks as other markets • The downside of buybacks, including some notable examples of buybacks gone wrong Stocks and Resources discussed in this episode: • Apple (NASDAQ: AAPL) • Boeing (NYSE: BA) • Cisco Systems Inc (NASDAQ: CSCO) • ANZ (ASX:ANZ) • General Electric Company (NYSE: GE) • The Economist article on Buybacks (2014) Hosted on Acast. See acast.com/privacy for more information.
S2 E55 · Sat, June 23, 2018
EM Talk: We're In A Trading Competition! | Wall St History
This is an exciting episode for us! We've been invited to join in a trading competition, hosted by our friends at Stake (if you haven't already, you must sign-up - you can trade stocks in the US without paying brokerage, and they'll swing you $25 to start you on your way, just head to www.equitymates.com/stake), and we're up against some of the best financial journalists in Australia. The rules are simple. We've been given a small amount of money to trade through the Stake platform, and can only buy sticks from the US. We have 2 weeks to make as much money as we can (all money going to charity, chosen by the winner). We must make a trade everyday, or be able to justify why we have decided not to trade, and we must trade at least 3 stocks over the two weeks. We know nothing about technical analysis trading. We invest with a long-term approach so we've never had to think about how to make trades that will get us a return in 2 weeks! It's going to be so fun! We're going to record the whole two weeks. Each conversation we have together about what to do, our strategy, which stocks to buy, we are going to record, and by the end we'll have an awesome package to share with you guys about an intro into technical analysis. So stay tuned! In this episode you will learn: • How we came to choose our first stock for the trading competition we are in • How competent we feel with technical analysis • Where the 'ticker' originated from • About the capitalist of all capitalists - JP Morgan • About the history of one of the most famous finacial streets in the world - Wall Street Stocks and resources discussed: • Avalara Inc • Stake Hosted on Acast. See acast.com/privacy for more information.
S2 E54 · Tue, June 19, 2018
Tips & Tricks: Managing Risk & Protecting Your Downside
"Rule number 1: Never lose money. Rule number 2: Never forget rule number 1" - Warren Buffett Managing risk is critical to long term investing success. To fully enjoy the effects of compounding it is critical you don't lose your money in the first place. Similarly, concerns around losing money are what stops a lot of people from ever investing in the first place. This episode will help you protect your downside, and manage your risk. We discuss strategies both of protecting your downside in individual trades and also across your portfolio as a whole. What you will learn: • Where Bryce has been and what he was doing. • What we mean when we say 'protecting your downside'. • Key ways to protect your downside in individual trades • Stop losses • Trailing stops • Key ways to protect your downside across your portfolio • Shorting or inverse ETF's • Counter-cyclical assets • Holding cash Stocks and Resources Discussed: • Inverse ASX 200 ETF (ASX: BEAR) Hosted on Acast. See acast.com/privacy for more information.
S2 E53 · Thu, June 14, 2018
Expert Investor: Andrew Brown (pt. 2) - End-to-end Investing Process
Something we wanted to understand through this podcast is how expert investors find, evaluate and make decisions on stocks. End-to-end, what is their process? Andrew Brown, Executive Director of East 72 Holdings and first repeat podcast guest, agreed to spend some time walking through his process for a company he recently invested in. If you want to understand how expert investors think and understand what they look for, then this episode is for you. [If you haven't listened to Part 1 of our interview with Andrew Brown (episode 52 here), we'd suggest checking that out first] In this episode you will learn: • How Andrew identified Cabcharge as a potential investment. • Andrew's research process to study the company. • Why Andrew drove Uber for 3 months, and what he discovered. • How Andrew identified and valued 'non-core' assets the business owned. • The questions Andrew took to the Cabcharge auditor at their Annual General Meeting. • How Andrew then looked at Cabcharge's balance sheet and valued the business. • What happened with Cabcharge between our first interview and now. • Andrew's approach to managing his investments and staying on top of information once he's made a trade. Stocks and Resources Discussed: • Cabcharge (ASX: CAB) Hosted on Acast. See acast.com/privacy for more information.
S2 E52 · Sat, June 09, 2018
Expert Investor: Andrew Brown (pt. 1) - Finding Insights In A Sea Of Information
This episode marks a first for Equity Mates. Our first repeat guest! Who better to have back on than Andrew Brown, the Executive Director of East 72 Holdings. Andrew is one of the most insightful investors we've met in our time doing Equity Mates, and is a true contrarian. Do you think the internet has made old media a bad investment? Not Andrew, who since our first interview last year has done extremely well investing in legacy media companies like News Corp, Fairfax and Channel 9. Or do you think Uber's rise means we should avoid investing in the taxi industry? Not Andrew, who has been investing in Cabcharge (he takes us through his logic behind the Cabcharge investment in great detail in part 2 of this interview, to be released Thursday). So we hope you all enjoy listening to Andrew as much as we enjoyed talking to him. In this episode you will learn: • Who Andrew is and how he invests at East 72 Holdings. • How Andrew's stock tips from our last interview are going. • Andrew's thoughts on McGrath Real Estate's struggles. • Why Andrew's old-school media picks have done so well over the last year. • Why Andrew isn't backing down from his Apple short (Even after Warren Buffett has invested in the American tech giant). • Good ways to manage investing information. • The information sources Andrew doesn't consider valuable. • Where you can find client letters from some of the world's best hedge funds. • How Alec managed to overload his inbox trying to keep up with information. • How Twitter helped build the case against Blue Sky Stocks and Resources Discussed: • PM Capital Global Opportunities Fund (ASX: PGF) • McGrath Real Estate (ASX: MEA) • Kogan (ASX: KGN) • News Corp (ASX: NSW) • Nine entertainment group (ASX: NEC) • Fairfax (ASX: FXJ) • Domain (ASX: DHG) • Apple Inc (NASDAQ: AAPL) • Subreddit 'Security Analysis' • The three hedge fund letters Andrew mentioned: • Horizon Kinetics • Greenhaven Road • Greenwood Investments • Blue Sky Alternative Investments (ASX: BLA) [We know the audio isn't perfect in this interview (especially with the background noise between 30min - 33min). Trust us, it's worth persevering. Every time we speak to Andrew we leave as better investors and we're confident listening to him will have the same impact on you.] Hosted on Acast. See acast.com/privacy for more information.
S2 E51 · Mon, June 04, 2018
Expert Investor: Adam O'Connor - Investing For Tomorrow | Tech, Hackers, Sustainability
Can you believe that a casino got hacked via a digital thermometer in one of it's fish tanks? Our final episode in our three part series on exchange traded funds (ETFs) with BetaShares is a cracker! We sit down with Adam who is Manager of Distribution and Capital Markets to discuss Investing In Tomorrow - Technology, Hackers and Sustainability. The beauty of ETFs is that you don't have to choose one company, or stress or about picking the right one. If you have identified a theme in society, a trend that you think is going to do well, then it's more than likely an ETF will exist that will give you the opportunity to invest in that trend. We discuss three big themes with Adam that we believe are themes of the future, and have companies that are, and will be, the biggest in the world going forward. Technology - we look at how technology is shaping our world, and which companies are right there in the middle of it. Cybersecurity - this was the most exciting part of the conversation as it opened our eyes to the huge possibilities that exist in investing in cybersecurity. This industry is already huge, but it's going to get drastically bigger, and fast. We look at the best ways to get access to this industry and some of the companies leading the charge. Sustainability - investing in companies that are engaged in sustainable activities is becoming increasingly important to many investors. Some don't want to invest in businesses who use fossil fuels, or fund mining companies for controversial projects. We dive into investing sustainably and look at the surprising success of this theme. In this episode you will learn: • How you can access the NASDAQ via an ETF, and get access to the top 100 tech stocks • How big tech companies are evolving and changing the world • What impact privacy regulations may have on the likes of Facebook and Google • How and why cybersecurity is growing very quickly • Some of the more elaborate ways that companies have been hacked • What sustainable investing is, and why it's important • How companies are screened for the sustainable funds • The returns for the sustainable funds are quite surprising Stocks and resources discussed: • Australian 200 ETF (ASX: A200) • NASDAQ 100 ETF (ASX: NDQ) • Global Sustainability Leaders ETF (ASX: ETHI) • Australian Sustainability Leaders ETF (ASX: FAIR) • Global Cybersecurity ETF (ASX: HACK) • Gold Bullion ETF - Currency Hedged (ASX: QAU) • Facebook (NASDAQ: FB) • Amazon (NASDAQ: AMZN) • Symantec Corporation (NASDAQ: SYMC)Head over to our Basics ETF 101 page for more information Hosted on Acast. See acast.com/privacy for more information.
S2 E50 · Wed, May 30, 2018
Basics: WTF Is An ETF? | ETF 101 BetaShares
Ultimate Guide To ETFs Exchange Traded Funds (ETFs) have been one of the buzz words in the investing world for a number of years. They're changing the way that people invest their money, and in some ways, making it a lot easier for beginner investors to enter the market. But the question we always hear is WTF is an ETF? We sat down with Ilan, the co-founder of BetaShares which is the largest Australian provider of ETFs, to discuss the fundamentals. ETFs are a fantastic way for you to get access to a huge variety of different companies and 'themes' on the stock market, both domestic and international. They also give you the opportunity to invest in commodities, such as gold and silver, or to bet against the market and profit if it goes down. ETFs can be a little confusing as there are so many out there, and sometimes it's hard to know what to buy. Ilan takes us through them, step by step, so by the end of this episode you'll know everything you need to get investing! In this episode you will learn: • What an ETF actually is • The different types of ETFs - active ETFs, passive ETFs, different asset classes than can be accessed via an ETF • The difference between and ETF and an Index Fund and an Listed Investment Company (LIC) • The 3 main benefits ETFs provide you • Why ETFs have shaped the investing landscape since the Global Financial Crisis (GFC) • The risks associated with investing in ETFs • How to use ETFs in your portfolio Stocks and resources discussed: • Australian 200 ETF (ASX: A200) • NASDAQ 100 ETF (ASX: NDQ) • Global Sustainability Leaders ETF (ASX: ETHI) • Australian Sustainability Leaders ETF (ASX: FAIR) • Global Cybersecurity ETF (ASX: HACK) • US Equities Strong Bear Hedge Fund - Currency Hedge (ASX : BBUS) • Australian Equities Bear Hedge Fund (ASX: BEAR) • Gold Bullion ETF - Currency Hedged (ASX: QAU) Head over to our ETF Basics 101 page for more informartion Hosted on Acast. See acast.com/privacy for more information.
S2 E49 · Sun, May 27, 2018
Expert Investor: Ilan Israelstam - The Co-Founder Of BetaShares
True or false? There is an exchange traded fund called 'Global Millennials ETF (Code: MILN)' that holds companies that service millenials. True or false? There is an exchange traded fund called 'Tobacco Companies ETF (Code: SMK)' that holds the world's largest tobacco companies. Exchange Traded Funds give you the ability to access many different markets and invest in a large range of companies without the need to spend time investing in individual comapnies. This week we kick off our 3 part series on ETFs with BetaShares, and sit down with the founder, Ilan Israelstam. Ilan is Head of Strategy and Marketing at BetaShares and has vast experience in finaicla services and investing. After spending time in private equity and venture capital, Ilan worked for the world's leading strategy consulting firm The Boston Consulting Group, before spending 18 months of careful planning to launch BetaShares. BetaShares is the largest Australian provider of ETFs. This episode we discuss the history of BetaShares, Ilan's incredibly interesting background and then put his knowledge to the test with a game of exotic ETFs. Head over to our ETF 101 page for stacks of information on the ETFs BetaShares have on offer, as well as how to get started! In this episode you will learn: • How Illan went from starting his first business in university to running BetaShares • What BetaShares is • Why it's important that BetaShares is Australian • Hoe BetaShares combatted some of the world's biggest ETF comnpanies Stocks and resources discussed: • Australian 200 ETF (ASX: A200) • NASDAQ 100 ETF (ASX: NDQ) • Global Sustainability Leaders ETF (ASX: ETHI) • Australian Sustainability Leaders ETF (ASX: FAIR) • Global Cybersecurity ETF (ASX: HACK) To keep up to date with the latest in the world of investing, and get tailored articles for the Basics 101 of investing, sign-up to our weekly Thought Starters email. Knowledge is power! Hosted on Acast. See acast.com/privacy for more information.
S2 E48 · Tue, May 22, 2018
Tips & Tricks: How To Think Like Warren Buffett | Part 3
In this episode we wrap up our 3-part series 'Thinking like Warren Buffett'. We've pulled out a 9-question checklist from Buffettology, a book by Warren's daughter-in-law Mary Buffett. We've each chosen a stock and are running through the checklist and seeing if our chosen stocks pass the Buffettology test. In this episode we answer questions 7, 8 & 9. For Questions 1-4, check out episode 46. For Questions 5-6, check out episode 47. In this episode you will learn: • Why retained earnings are so important. • What good capital allocation looks like for businesses. • About share buybacks. • Why Warren prefers buybacks to dividend payments. • The importance of finding businesses that can adjust prices for inflation. • Whether the boys chosen companies passed the 9-part checklist. Stocks and Resources Discussed: • ResMed (ASX & NYSE: RMD) • Boral (ASX: BLD) • Buffettology by Mary Buffett • Equity Mates Recommended Reading Page[This episode is brought to you by Stake - The Australian investing platform offering access and free brokerage to US markets. For more information & to sign up check out: equitymates.com/stake] Hosted on Acast. See acast.com/privacy for more information.
S2 E47 · Wed, May 16, 2018
Tips & Tricks: How To Think Like Warren Buffett | Part 2
We continue on our quest to try and think like the worlds greatest investor, Warren Buffett. If you missed the previous episode, it is a must listen before you continue with this one, as we begin answering 9 questions the master investor himself tries to answer when he's looking to buy a company. Mary Buffett, his daughter-in-law, has written a book called Buffettology, where she uncovers some of the practical techniques Warren uses to invest. We have both chosen a company each and we're seeing how it stacks up against the 9 key questions. Last week we looked at the power of the brand name of each of the companies, and how strong consistent the earnings were. This week we delve into what the companies do with their earnings. In this episode you will learn: • do the businesses get to retain their earnings, and what that actually means • how much the businesses spend on maintaining their current operations and why that is very important to know • what 'goodwill' means and how to watch out for it Stocks and resources discussed: • Buffettology - Mary Buffett • Resmed (ASX: RMD) • Boral (ASX: BLD)To keep up to date with the latest in the world of investing, and get tailored articles for the Basics 101 of investing, sign-up to our weekly Thought Starters email. Knowledge is power! Hosted on Acast. See acast.com/privacy for more information.
S2 E46 · Sat, May 12, 2018
Tips & Tricks: How To Think Like Warren Buffett | Part 1
Warren Buffett is one of the worlds most successful investors, amassing a fortune of over $84 billion dollars! Wouldn't it be nice to be able to think like Warren Buffett? Well now you can! Warren's daughter-in-law, Mary Buffett wrote a book called 'Buffettology', which delves into the thinking of Buffett. It's a fantastic book - a must read. Towards the start of the book Mary talks through 9 key questions that Buffett will always ask when he's determining if a stock is worth buying. These are questions that anyone can answer. You don't need a degree or much knowledge in investing to have a crack at answering these yourself. This episode we each choose a company and answer the first 4 questions ourselves, to see if we've chosen a company that Buffett himself would invest in. In this episode you will learn: • If our businesses have an identifiable consumer monopoly • If the earnings of our companies are strong, and showing upward trend • If our companies are conservatively financed • If the companies of choice consistently earn high rate of return on shareholders' equity Stocks and resources discussed: • Buffettology - Mary Buffett • Resmed (ASX: RMD) • Boral (ASX: BLD)To keep up to date with the latest in the world of investing, and get tailored articles for the Basics 101 of investing, sign-up to our weekly Thought Starters email. Knowledge is power! Hosted on Acast. See acast.com/privacy for more information.
S2 E45 · Tue, May 08, 2018
Basics: Fees | $1000 To $4.3 Million
An investor walked onto the trading floor and asked "What's the difference between $300k and $4.3 million?"... "Fees!" yelled a savvy investor. "Haha what a joke, the answer is my boat!" yelled a fund manager. Both are right, but warning this is NOT a joke. Last week Bryce found a tweet that sparked conversation with Alec. We both know that avoiding fees is one of the golden rules to successful investing but when we saw the HUGE difference it can make. Here is the tweet: Fees stop your money from growing, and as a beginner, the better understanding you have of the impact of fees, the better. Over a lifetime, fees can be the difference between early retirement and a struggling portfolio. This episode we discuss investing fees - what they are and how to avoid them. In this episode you will learn: • What to look for in investment fees • Transaction fees • Expense ratio • Investment management fees • Ways to avoid paying fees Stocks and resources discussed: • ASX Exchange Traded Fund tracking the US Top 500 Companies: IVV • ASX Exchange Traded Fund tracking the US Top 500 Companies: SPY • Cheapest ETF tracking the ASX Top 200 companies: A200 • Free brokerage platform to trade stocks in the US: StakeCheck out our Thought Starters email for all the news articles Ren spoke about. Until next week! Hosted on Acast. See acast.com/privacy for more information.
S2 E44 · Thu, May 03, 2018
Expert Investor: Graham Cooke - Insights On Saving And Investing
Graham Cooke is the Insights Manager at comparison website Finder.com.au. We spoke to him to gain the benefit of his work at Finder and to better understand how we can maximise our savings and capitalise on the new wave of investing apps and platforms that are coming to Australia. In this episode you will learn: • Why understanding the RBA cash rate is critical to achieving your savings goals • Where you can find the best interest rate for your savings • About Peer-to-Peer (P2P) lending and why it offers a higher interest rate than traditional banks • The generational divide in market participation • Why only 25% of Australians have invested outside of superannuation • The different services offering brokerage free transactions in Australia • Services available to people who don't think they have the money to invest • A platform designed to open up the property market to Australians Stocks & Resources Discussed: • Finder.com.au homepage • Finder.com.au's bitcoin mining article • ME Bank • Rate Setter • Robin Hood • Whaley • Stake - Equity Mates landing page • Raiz Invest (formerly Acorns Australia) • Brick X • Business Insider's article on Brick X Hosted on Acast. See acast.com/privacy for more information.
S2 E43 · Sun, April 29, 2018
EM Talk: We Catch-Up Pt. 2 | Banking Royal Commission | Books We're Reading
With so much going on in the financial world, we couldn't fit all of our catch-up into one episode. So for this episode we bring you part two of our catch up. In this episode you will learn: • Some of the major findings coming out of the Banking Royal Commission • Why Tesla has halted production of their mass-market car, the Model 3 • About China's recent tariff on Sorghum (and how we predicted this in our Trade War episode) • Why the major tech companies are looking to build their own microchips • The books the boys have read recently Stocks and Resources Discussed: • Banking Royal Commission • $200 million paid by customers for services they didn't receive • AMP mislead the regulator • CBA continued giving credit to a known gambling addict • HSBC money laundering story • Tesla • Halted production of Model 3 • Sorghum & The Trade War • China impose 179% tariff on US sorghum • $216m fleet of sorghum heading towards China diverted • Wondering why this little known crop was the target of Chinese tariffs? • Microchips • Amazon is following Google & Apple into making their own chips • Facebook looking to build team to design own chips • Books we're reading • Buffettology - Mary Buffett • One up on Wall Street - Peter Lynch • Secrets for profiting in bull and bear markets - Stan Weinstein • Trade like a stock market wizard - Mark Minervini • Lords of Finance: The bankers who broke the world - Liaquat Ahamed Hosted on Acast. See acast.com/privacy for more information.
S2 E42 · Mon, April 23, 2018
EM Talk: We Catch-Up Pt. 1 | Amazon Vs Walmart | Flat Markets
With a lot going on and things moving very quickly we took the opportunity to sit down and catch-up on a few things that have piqued our interest over the last couple of weeks. In this episode you will learn: • About the battle for Flipkart in India, between Walmart and Amazon • Why Alec would buy Walmart, but Bryce would buy Amazon • How the markets have performed since December - are we up, down or flat? We've teamed up with Stake, who offer the easiest way to trade stocks in the US. They offer free brokerage, and now if you sign-up and fund an account they'll top up your account with $25! Free brokerage and $25 to get your trading journey in the US started. Sign up here Hosted on Acast. See acast.com/privacy for more information.
S2 E41 · Wed, April 18, 2018
Expert Investor: Matt Leibowitz - Free Brokerage? It's No MiSTAKE
There's a new player in town and they're offering free brokerage if you want to buy stocks in the United States! And I mean, who doesn't? With some of the world's biggest companies, largest markets and exciting new technologies, the States offers a fantastic opportunity for Australian investors. But how do you get into the markets in the US, I hear you ask? Gone are the days of paying hefty brokerage fees through your local broker for international shares, because now you can buy through STAKE - a fantastic new Australian company offering all Australians the ability to buy stocks on the markets in America, with no brokerage! And there's no catch! Stake was the brain child of CEO Matt Leibowitz, an energetic, and incredibly experienced, trader. Matt is one with the markets. He lives and breathes them. Having spent time trading with Optiver over in the States, Matt realised that Australians were missing out, so on returning home, he set about creating Stake. In our interview with Matt discuss everything from his early days as a lawyer, and the transition to trader, through to his current views on volatility, and his hot buy/hold/sells. In this episode you will learn: • What Stake is, and why it's shaking up the industry in Australia • The best time to use a stop loss • Strategies for protecting your portfolio in a downturn • How Matt has gone from trader to businessman • Matt's biggest learning after trading through the GFC • Matt's 'must reads' to become a better investor The best part? Stake is offering to help start your journey. If you create and fund a trading account (it takes 2 minutes), they'll put $20 bucks in. Considering you can buy partial shares with them, that's 1.6% of an Amazon share, for free! Click here to redeem How it works: Set up a funded Stake account and they'll top up your account in USD. You'll get an email when the $20 top-up has arrived! If you don't receive the the top-up within a week of sign-up, then shoot them an email. It's that easy! Hosted on Acast. See acast.com/privacy for more information.
S2 E40 · Sun, April 15, 2018
Basics: Shorting
'Shorting' is an investing technique to make money if the price of a stock/asset/commodity goes down. For those familiar with the movie The Big Short - that is how investors made money betting on the collapse of the US Housing Market. We thought it was a good time to do an episode on short selling because we've just seen a not-so-big short grab headlines in Australia. Blue Sky Alternative Investments has been targeted by American short sellers, and we're taking the opportunity to discuss this case. In this episode you will learn: • What short selling is, and the two main ways it is done • The rise of activist short sellers and some of their tactics • Why American investors are targeting the Australian company Blue Sky • What the response from Blue Sky was and how the market reacted Stocks and Resources Discussed: • Blue Sky Alternative Investments (ASX: BLA) Hosted on Acast. See acast.com/privacy for more information.
S2 E39 · Tue, April 10, 2018
Basics: Grow Your Money With An IPO
Ever wanted to invest in a company but later found out they're not public? They're privately held, by family members or early stage investors and venture capital funds. Companies like Mars, Aldi and Lego are still privately held, so members of the public, like you and me, are rarely able to invest! However sometimes these companies do become public, and this is called an Initial Public Offering, or IPO. An IPO is the process of a company opening up to the markets for both retail (you and me) and institutional (the big investment banks) investors to get a piece of the pie. There are various reasons for an IPO, such as the the company needing to raise money or the early investors wanting a return on their initial investment. Whatever the reason, IPOs present a great opportunity to get into a company when they first hit the market. In this episode you will learn: > What an Initial Public Offering is > How you can become involved in an IPO > The risks of IPOs for investors and companies > Some of the biggest IPOs in the last 20 years Stocks and resources discussed: > Spotify > Dropbox Hosted on Acast. See acast.com/privacy for more information.
S2 E38 · Thu, April 05, 2018
EM Talk: Bullish Or Bankrupt: Is Tesla On The Brink?
Tesla, the electric car company started by Elon Musk, has had a tough few weeks. A number of issues have come to a head and the share price has fallen from a recent high of $357 to $252 at the time of recording. In this episode we have a look at the four major reasons for this fall and unpack our main take-aways. In this episode you will learn: • About the recent crash of a Tesla driving on auto-pilot • The size of Tesla's debt problem • Why 123,000 Tesla Model S cars have been recalled • How ongoing production delays are raising questions • The boys main take-aways from Tesla's troubles • Also what happened with interest rates this week Resources Discussed: • Bloomberg's Tesla Production Tracker Hosted on Acast. See acast.com/privacy for more information.
S2 E37 · Sun, April 01, 2018
EM Talk: The Trade War We've Been Waiting For
There's a lot happening in the news at the moment so we're using this episode to break down two of the biggest stories. Firstly, we look at Wesfarmers' recently announced Coles demerger, and break down what it means for Australia's second biggest supermarket. We then discuss the brewing 'trade war' and question whether its something we need to worry about. In this episode you will learn: • Why Wesfarmers is demerging from Coles • What the boys think about Amazon or Wal-mart purchasing Coles • The history that has led up to this potential trade war • How Trump's tariffs came at an opportune time for US-Canada trade negotiations • Why the EU are targeting Bourbon, Blue Jeans and Harley Davidsons for their tariffs • What Sorghum is, and why it is relevant to the trade war Hosted on Acast. See acast.com/privacy for more information.
S2 E36 · Mon, March 26, 2018
EM Talk: What To Do When You Face A Bull Or A Bear
Bulls and bears, they're everywhere! No, we are not talking about a circus, we're talking about the markets! You may often hear the terms 'bull market' or bear market', or 'investors are feeling quite bullish at the moment'. In this episode we explore the terms 'bull' and 'bear'. Bull markets and bear markets are terms used to describe the overall sentiment of the market. A bull market being one that is in an upward trend, with investors feeling very confident about the future, and a bear market one in which the overall trend is down, and investors feeling rather pessimistic about the future. More importantly, we discuss what you can do in each market to ensure you maximising the returns on your money. In this episode you will learn: • The definition and charactersitics of a bull and bear market • Where the terms originated - it's not what you think! • The two most important tactics you can impliment in each market • What the Equity Mates boys are currently doing in this bull market Hosted on Acast. See acast.com/privacy for more information.
S2 E35 · Wed, March 21, 2018
EM Talk: Don't Panic, It's Just A Correction!
Don't panic, it's just a correction!.. is what the wise man once said to his son who almost sold everything he owned because he panicked when the market dropped a little. In February 2018 we the Dow Jones in the USA, experienced a number of days of heavy losses, that subsequently lead to an official correction being called, and this resulted in most other markets in the world going into a correction as well. But what is a correction? In this episode you will learn: • The definition of a correction and the market conditions required for it to official • How many corrections we have had over the past 40 years • What we did in the most recent correction with our money - did we panic and sell? • How to navigate your way through a correction and prepare yourself for the next one Stocks and resources discussed • A brief explanation of what occurred Hosted on Acast. See acast.com/privacy for more information.
S2 E34 · Sat, March 17, 2018
EM Talk: Who Is Winning Stock Pick For The Year?
The rules were simple: pick one stock each and the winner is the one whose stock gained the most, in percentage terms, by the end of the year. Alec chose insurance comparison website iSelect, and Bryce chose pharmaceutical company Mayne Pharma. This episode we review where our picks are at and who is winning! In this episode you will learn: • How NOT to pick a stock • How these two companies performed over the last half • The highlights and lowlights from the reporting season for each company • Who is winning! Stocks and resources discussed: • Mayne Pharma ASX:MYX • iSelect ASX:ISU Hosted on Acast. See acast.com/privacy for more information.
S2 E33 · Mon, March 12, 2018
EM Talk: The Letter The World Waits Up For
Each year there's one letter everyone waits up all night for the release, and if you haven't yet, then you need to put it in your diary for next year. That's right - Warrenn Buffett's 2017 annual letter to shareholders was released recently, and it's always FULL of great advice, updates and insights into the mind of one of the world's best investors. This episode we take you through his letter, unpacking some of the more important parts. In this episode you will learn: - How Warren took home $29 billion for doing nothing - How patience and discipline pay off - Which company Warren bought in 2017 that made him ~$1 billion profit Stocks and resources discussed: - http://www.berkshirehathaway.com/letters/2017ltr.pdf Hosted on Acast. See acast.com/privacy for more information.
S2 E32 · Wed, March 07, 2018
EM Talk: Learn To Invest In 15 Minutes Or Less
Some of the best companies in the world pivot in order to drive their next phase of growth. It's with excitement that we have decided to pivot here at Equity Mates! Learn To Invest In 15 Minutes Or Less! We're going to bring you shorter, more frequent episodes, so you can learn more for less. Our episodes will be more specific, and direct, based on themes and topics that you've asked us to dive into. Don't worry, our interviews with the best in the business will remain the same. We kick off our new format by looking at the reporting season that just was. We look at two stocks that were standouts to us. In this episode you will learn: - Why Wesfarmers' profit was down ~84% but their share price still went up - There is a new agriculture superpower in town, and it's only getting bigger Stocks and resources discussed: - Wesfarmers (ASX:WES) - Costa Group Holdings (ASX:CGC) - https://www.commsec.com.au/reportingseason Hosted on Acast. See acast.com/privacy for more information.
S2 E31 · Sun, February 25, 2018
Expert Investor: Wayne Swan - Looking Ahead To 2018
In this episode we sit down with the former Australian Treasurer and Deputy Prime Minister, Wayne Swan. As Treasurer from 2007 to 2013, Wayne witnessed first-hand the devastation of the Global Financial Crisis and testament to his management, Australia was one of the only developed countries to avoid falling into recession. We sat down with Wayne to discuss what he is seeing in the global economy at the moment and to get his thoughts on some of the big financial topics of 2018. In this episode you will learn: • The two biggest themes Wayne is watching in 2018 • How Wayne thinks about money in politics and what can be done to limit its effect • Wayne's outlook on China • The reforms Wayne wants to see for the Australian housing market • Wayne's thoughts on Bitcoin and cryptocurrencies Stocks and Resources Discussed: • The 0.01 Per Cent: The Rising Influence of Vested Interests in Australia - Wayne Swan • John Curtain's War: The coming of war in the Pacific and reinventing Australia - John Edwards • Democracy in Chains: The deep history of the radical right's stealth plan for America - Nancy MacLean • Shane Oliver's Insights - AMP Capital • Bill Evan's Author Page - Westpac Hosted on Acast. See acast.com/privacy for more information.
S2 E30 · Sun, February 18, 2018
Expert Investor: Susan Oliver - Searching For Strategic Assets
Susan Oliver has experience on both sides of markets. As an investor she sits on the global investment committee of IFM Investors (a company with over $100 billion in assets under management!) and also co-founded Scale Investors, a venture capital fund for women-led start ups. As a company director she has sat on the boards of some of Australia's largest companies, including Transurban, Bupa and Programmed. She also sits on the board of a number of not-for-profits including, the Wheeler Centre, the Melbourne Theatre Company and the Melbourne Chamber Orchestra. Given her accomplishments as a businesswoman and investor, it was a pleasure to sit down with Susan and unpack some of the lessons she has learnt throughout her career. In this episode you will learn: • What a strategic asset is, and why Susan looks to invest in them • Why only 10% of venture capital funding in Australia goes to women • What the government needs to do to encourage Australian entrepreneurs • Why Susan supports quotas for Australian company boards • How IFM Investors factor ESG (Environmental-Social-Governance) criteria into their investing • The strategy that drove Transurban to become one of Australia's largest companies Hosted on Acast. See acast.com/privacy for more information.
S2 E29 · Sun, February 04, 2018
Basics: Dividends - Money For Nothing
There are two main ways to make money with stocks. The first is from the capital growth, that is selling it higher than you bought it for and making a profit. The second way is through taking a share of the company's profit. As an investor you are a part owner of the company, so when they make a profit, some companies decide to share that profit among all their investors, and this is paid in what is known as a dividend. Who doesn't like free money?! Dividends are a great form of income for investors and something you should consider next time you're looking to invest. In this episode you will learn: • What a dividend is • How you can make money from dividends • What a dividend yield is • Which companies pay dividends and which don't • Which companies are paying the highest dividend in Australia • What franking credits are and how they impact your tax return Hosted on Acast. See acast.com/privacy for more information.
S2 E28 · Sun, January 21, 2018
EM Talk: We're Back For 2018 - Why Amazon Struggles & More Bold Predictions
We're back from our break and ready for a big 2018! What better way to start the year than to make some bold predictions about the year ahead and put some friendly bets on. We also put our stock picking abilities on the line as we each pick one stock to go head-to-head in 2018. In this episode you'll learn: • When Bryce expects the US market to crash (specifically to the day!) • Why Alec thinks Amazon in Australia will be "all huff but no puff" in 2018 • Why Bryce thinks 2018 could be a year of reckoning for Donald Trump • Alec's bold prediction for self-driving cars • An Australian self-driving car company taking the fight to Google, Uber, Tesla and the rest • Stocks on our radar for 2018 and the stock picks for our 'mega bet' Stocks and Resources Discussed: Stocks • iSelect (ASX: ISU) • Mayne Pharma (ASX: MYX) • Saracen Mineral (ASX: SAR) • Freelancer.com (ASX: FLN) • ResMed (ASX: RMD) • US Equities Strong Bear ETF (ASX: BBUS) Resources • Link to previous Equity Mates Thought Starters (website URL: http://equitymates.com/thoughtstarters/) • Jeremy Grantham - Bracing Yourself for a Possible Near-Term Melt-Up(Also we're sorry for the poor audio in places - the recording cut in and out at different times. Thanks for bearing with us for this episode. We're doing all we can to make sure it doesn't happen again) Hosted on Acast. See acast.com/privacy for more information.
S1 E27 · Sun, December 17, 2017
EM Talk: The Year That Wasn't | 2017 In Review
With the silly season upon us now, and the year coming to an end, we have reviewed 2017 - the wins, the losses, and our biggest lessons learned. It's been a fantastic year for Equity Mates, and big thank you to all that have joined us during the year. We're going on a short Christmas break and will be back early 2018. In this episode you will learn: • How successful our hypothetical portfolio has been over the year (you might be surprised!) • Why Alec thinks 2017 was a year that disappointed • The biggest investing lessons learned over the past 12 months • How we think our investing styles have changed over the year • What we are looking for in 2018 • What we would say to ourselves 3 years ago Stocks and resources discussed: • 4 stocks that have risen more than 1000% • Buffetology • Essays of Warren Buffet • The Acquirers Multiple • Dreamland Hosted on Acast. See acast.com/privacy for more information.
S1 E26 · Sat, December 09, 2017
Expert Investor: Meir Statman - How To Avoid Being Eaten By A Lion
The stock market can be an emotional place, and often investing decisions are made based on emotion, and sub-conscious thought, or cognitive bias, with returns not always ending well! Recognising and understanding how you think when you invest, and how to avoid emotional traps, is vitally important for long-term success. This episode we talk with Meir Statman - an expert in behavioural finance, and understanding how investors think. Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. His most recent book is "Finance for Normal People: How Investors and Markets Behave." The questions he addresses in his research include: What are investors' wants and how can we help investors balance them? What are investors' cognitive and emotional shortcuts and how can we help them overcome cognitive and emotional errors? How are wants, shortcuts and errors reflected in choices of saving, spending, and portfolio construction? How are they reflected in asset pricing and market efficiency? In this episode you will learn: • The difference between a rose, a watch and a stock • The major cognitive bias that investors fall victim to, and how to avoid them to improve your investing • How to make sure you're not eaten by the lions of the market • What the 'greater fool' means, and how you can take advantage in your investing Stocks and resources discussed: • Finance for Normal People: How Investors and Markets Hosted on Acast. See acast.com/privacy for more information.
S1 E25 · Sun, December 03, 2017
Expert Investor: Tobias Carlisle - On Deep Value Investing
Tobias Carlisle has taken an interesting path to get where he is today. Starting his career as a lawyer in Queensland, Tobias is now a world-renowned value investor based in California. He has achieved a lot of recognition in the value investing community for his books Quantitative Value (2012), Deep Value (2014) and Concentrated Investing (2016). We spoke to him about the release of his latest book The Acquirers Multiple that distills a lot of his key concepts into one easy-to-read book aimed at non-investors. In this interview you will learn: • The strategy Tobias uses that when backtested actually beats Warren Buffett and Joel Greenblatt's strategies • How Tobias made the change from a lawyer in Queensland to a value investor in California • Why deep value investing has stood the test of time • The idea of 'broken legs' and how Tobias eliminates them from his thinking • How the Australian market compares to the rest of the world Stocks and Resources Discussed: • Books (click links for more information) • The Acquirers Multiple - Tobias Carlisle • Deep Value - Tobias Carlisle • The Little Book that Beats the Market - Joel Greenblatt • The Snowball: Warren Buffett and the Business of Life - Alice Schroeder • What Works on Wall Street - James P. O'Shaughnessy • Security Analysis - Benjamin Graham & David L. Dodd • The Intelligent Investor - Benjamin Graham • Stocks Mentioned: • Sina Corporation (NASDAQ: SINA) • Wibo Corporation (NASDAQ: WB) • Snap Inc. (NYSE: SNAP) • Amazon.com Inc. (NASDAQ: AMZN) Hosted on Acast. See acast.com/privacy for more information.
S1 E24 · Sun, November 26, 2017
Tips & Tricks: 6 Steps To Finding A Great Stock
In the book Shopping for Shares, Tracey Edwards presents the 6 steps she uses to find companies to invest in. In this episode, we break down this 6 step checklist, define the key terms and explain what she's looking for. While we don't necessary agree with her whole approach, it is important to consider how different investors approach finding investable companies. As always, we also discuss what we've learnt in the past week and chat about some of the companies we're keeping an eye on. In this episode you will learn: • Another reason we're so lucky to live in Australia • Tracey Edwards' 6-step stock screener • Some key definitions of stock market terms • 5 companies UBS predict will have a great 2018 • Why Alec's been thinking a lot about German dog food • An Australian software company that is trying to take on the world Stocks and Resources Discussed: • Shopping for Shares: The Everyday Woman's Guide to Profiting from the Stock Market - Tracey Edwards • Adacel Technologies (ASX: ADA) • AGL Energy (ASX: AGL) • Aristocrat Leisure (ASX: ALL) • BHP Billiton (ASX: BHP) • Origin Energy (ASX: ORG) • QANTAS Airways (ASX: QAN) • Woolworths (ASX: WOW) • Zooplus AG (ETR: DO1) • Credit Suisse Global Wealth Report 2017 • UBS names its best bets for 2018 (article behind paywall) Hosted on Acast. See acast.com/privacy for more information.
S1 E23 · Sun, November 19, 2017
Expert Investor: Michael Dee - Finding Success In A Falling Market pt. 2
In the second part of our interview with Michael Dee we discuss his experience during the 2008 Global Financial Crisis. As most investors fled from equity markets, Michael was gathering investors to start his own fund. In this interview we discuss what he saw that led him to predict a market crash, and what he learnt from that experience. Before listening to this episode make sure you check out Part 1 of our interview with Michael Dee In Part 2 of the interview you will learn: • Why Michael quit his job in 2007 to start his own fund • How his fund managed to outperform the market and most other funds in its early years • Some of the key indicators Michael sees as pointing to another financial crisis • Why Michael doesn't recommend reading books about investing • The key pieces of advice he thinks all young investors should follow • His answer to a listener question about Volatility Stocks and Resources Discussed: • Pythagoras Investing website • 12 Early Indicators of the next GFC • Equity Mates & Bellmont Securities Win $500 Competition Hosted on Acast. See acast.com/privacy for more information.
S1 E22 · Sun, November 12, 2017
Expert Investor: Michael Dee - Solving The Investor's Dilemma pt. 1
Michael Dee sees markets differently to a lot of other investors. In 2008 while the global banking system was collapsing and investors panicked, Michael quit his job at the Queensland Investment Corporation to start his own fund. In the 10 years since Michael has established a unique way of timing the market by using volatility as a indicator for market events. In this two part interview with Michael we discuss his investing journey and get his thoughts on a number of different issues affecting markets today. His unique perspective was clear in this interview, and we walked away with a lot to think about. In part 1 of this interview you will learn: • The meaning and importance of IPO windows • Why Michael reads company prospectuses back to front (A prospectus is the document a company releases before they list on the share market) • What Michael sees as 'the investors dilemma' and how he helps investors solve it • The effect North Korea's missile testing will have on markets • Michael's unique perspective on China • What all Australians should know about the Chinese economy Stocks and Resources Discussed: • Pythagoras Investing website • 12 Early Indicators of the next GFC • The Real Super Power is China • Stock Market Cultural Chasm - Eastern versus Western Logic Hosted on Acast. See acast.com/privacy for more information.
S1 E21 · Sun, October 29, 2017
Expert Investor: George Lucas - CEO of Raiz (formerly Acorns Australia)
Trying to save without sacrificing your current lifestyle is often one of the biggest hurdles you will probably have to overcome in order to hit your savings goals. However George Lucas, CEO of Acorns Australia, believes that his company's micro-investing app Acorns is the perfect tool that not only helps you save without feeling the pinch but also helps to improve your understanding of the markets and your financial literacy. This week Bryce sits down with George to dissect his investing career and Acorns. In this episode you will learn: • The best way to use Acorns, according to the CEO • How George buys high, sells low (controversial, I know!) • What George wishes people understood about the financial markets • How markets have changed overtime • How to build resilience in your portfolio Stocks and resources discussed: • The Fountainhead - Ayn Rand (George's 'must read' book) • Acorns Australia Website Hosted on Acast. See acast.com/privacy for more information.
S1 E20 · Sun, October 15, 2017
Basics: Pardon The Jargon - 5 Key Company Metrics You Must Know
There is a lot of jargon and terminology in investing that can get confusing and sometimes off-putting. EPS, ROE, D/E - what do they all mean? These are just a few of many acronyms and terminology that is used when investors look to understand a company. You may never have heard of them, or may have but find them too complex to understand, but they are very important. That's why in this episode we break them up for you, so you don't have to. We look at 5 key metrics that are used industry wide, and provide you with simple explanations and examples. In this episode you will learn: • How the US bank system is still rife with fraudulent activity • One Belt, One Road - the trillions of dollars China is investing across the globe • 5 key metrics all investors use to help them value, and analyse a company • What stocks are on the watch list of Bryce and Alec Stocks and resources discussed: • Bellamy's Australia Ltd (ASX: BAL) • A2M Company (ASX: A2M) • Altium (ASX: ALU) Hosted on Acast. See acast.com/privacy for more information.
S1 E19 · Sun, October 01, 2017
Expert Investor: Ted Richards - From Football To Funds Management
For most AFL fans, Ted Richards is a household name. After being drafted to the Essendon Football Club and then being traded to the Sydney Swans, Ted enjoyed an unbelievable career that included a spot in the 2012 All-Australian team, playing in 3 grand finals and winning a premiership in 2012. While he was playing, Ted also finished a Masters of Finance and developed a passion for investing. In this episode we discuss this passion and what life after football is like for Ted. In this episode you will learn: • Ted's 4 point checklist for analysing potential investments • How Ted balanced the demands of professional football with his interest in investing • What an 'Automated Investment Management Service' is and how they differ from traditional financial advisors • Ted's approach to finding information related to companies and markets • Ted's pick for the AFL Grand Final Stocks and Resources Discussed: • Books mentioned: • One Up on Wall Street - Peter Lynch • The Most Important Thing - Howard Marks • Bulls, Bears & a Croupier - Matthew Kidman • Hedgehogging - Barton Biggs • Stocks Discussed: • Catapult Australia website • Six Park website • The Richards Report iTunes page Hosted on Acast. See acast.com/privacy for more information.
S1 E18 · Sun, September 17, 2017
Expert Investor: Alan Kohler - Why I'm Disgusted With Warren Buffett
For Australians, there is probably no name or face more synonymous with investing and financial journalism than Alan Kohler. A long history of financial journalism has culminated in Alan doing the financial section of the 7 o'clock ABC news, and being known for his weekend overviews. In my house growing up, the 7 o'clock news was always watched, and Alan was known as the 'graph man' as he has become known for the interesting and insightful charts he shows viewers. Prior to being the face of finance on the ABC, Alan has had a long and storied career in financial journalism, including a stint as editor of the Australian Financial Review from 1985 to 1988. We were lucky enough to sit down with Alan and discuss all things investing. In this episode you will learn: • Why Alan is disgusted with Warren Buffett • Alan's unique idea for dealing with automation • Alan's favourite chart and why he uses charts on ABC News • The differences between markets in the 1980's and now • His thoughts on the dividends Australian companies pay • His thoughts on Australia's housing market Stocks and Resources discussed: • Alan's Must Read Books • Tipping Point - Malcolm Gladwell • Nasim Taleb - Black Swan • Nasim Taleb - Antifragile • Alan's Favourite Chart - 3000 BC Interest Rates • Alan's 3 Australian Articles • Land Tax: It might be time to tax land, instead of income • Dividends: Dividend imputation encourages large payouts and curbs innovation • Indexes: ETFs turn stockmarket into the ultimate Ponzi scheme Hosted on Acast. See acast.com/privacy for more information.
S1 E17 · Sun, September 03, 2017
Basics: 5 Styles Of Investing - From Balance Sheets To Super Computers
Knowing what style of investing works for you, so you can minimise you risk and maximise your returns, is one of the most important things any investor needs to know. It's all about playing to your strengths. Ideas and techniques rapidly change, and everyone has their own opinion on what makes a good investment. It's an individual game. This episode we look at what we think are the five main umbrellas of investing. In this episode you will learn: • What the five main styles of investing are • The key differentiating characteristics between styles • Some of the huge wins and losses from the greatest investors of these styles • Tips to help you find what style works for you Stocks and resources discussed: • Buffettology - Mary Buffett • Shopping for Shares - Tracey Edwards Hosted on Acast. See acast.com/privacy for more information.
S1 E16 · Sat, August 19, 2017
EM Talk: Are You Smarter Than 70% Of Americans? | Reporting Season
It's that time of year again - reporting season! At the end of each financial year all publicly listed companies have to report their results. Did they make money or did they lose? All is revealed during this time of year. Alsom find out if your financial literacy skills will put you in the TOP 30% of America! In the episode you will learn: • What reporting season is • Why it is important, and what it could mean for you • Which companies have done well, and which haven't • Does profits always equal a rise in share price? • Expectations vs Reality • Are you smarter than 70% of Americans Stocks and resources discussed: • Commonwealth Bank of Australia (ASX: CBA) • Domino's Pizza Enterprises (ASX: DMP) • Carsales.com (ASX: CAR) • REA Group Ltd (ASX: REA) • Transurban Group (ASX: TCL) Hosted on Acast. See acast.com/privacy for more information.
S1 E15 · Sat, August 05, 2017
EM Talk: Everything You Need To Know To Buy Your First Share! | Listener Mailbag
It's time to answer all your questions! Over the past few months we've had a number of listeners write in asking questions such as "How do I buy a stock?", "What should I look for in a brokerage platform?". We answer these plus many more. By the end of this episode you'll know everything you need to get started! In this episode you will learn: • Tips for saving, and tools to help you • Brokerage platforms - how to find one and what to look for • Three basic ways you can invest in the market • The easiest ways to find a company to invest in Stocks and resources discussed: • Gateway Lifestyle (ASX: GTY) • PM Capital Fund (ASX: PGF) • Australian Agricultural Company (ASX: AAC) • Betashares Australian Equities Bear ETF (ASX: BEAR) • Beta NASDAQ 100 (ASX: NDQ) • Afterpay Touch Group (ASX: APT) Hosted on Acast. See acast.com/privacy for more information.
S1 E14 · Sat, July 22, 2017
Expert Investor: Daniel Want - A Self-Taught Investor In A Complex World
Daniel Want is a very interesting investor. As a university student he grew dissatisfied with his economics lecturers so he decided to drop out and learn it himself. He is now an expert in complex systems and his research is sought after by investors around the world. He is also the co-founder and Chief Investment Officer of Prerequisite Capital Management. Daniel is an incredibly smart person and was one of the few people to see the writing on the wall before the GFC in 2008. We're grateful he took the time to come on the podcast and we're sure you'll get a lot out of this interview. In this interview you will learn: • How Daniel taught himself the skills necessary to become an expert investor • Some of the best books to kick start your investing journey • How to build resiliency in your own portfolio • What to watch out for with financial advisors Stocks and resources discussed: • Market Wizards - Jack Schwager If you want more information on Daniel and to see some of the work he's doing at Prerequisite visit their website at www.prerequisite.com.au Hosted on Acast. See acast.com/privacy for more information.
S1 E13 · Sat, July 08, 2017
Industry News: Equity Mates Tech-Tacular!
For lucky number 13 we've put together something special. Technology is the fascination of investors and non-investors alike these days. The biggest companies in the world are technology companies and the rate of progress technology is enabling is unprecedented in human history. In this episode you will learn: • What are some of the current technology trends and how you can take advantage • What happened at the height of the Dot Com boom, and the madness that occurred at the time • Lessons to keep in mind when evaluating tech companies; developing a framework • The relentless march of Google and Facebook - will it ever end? • Which societies are becoming cashless • Are there different rules for tech investing? Stocks and resources discussed: • Beta NASDAQ ETF Units (ASX: NDQ) Hosted on Acast. See acast.com/privacy for more information.
S1 E12 · Sun, June 25, 2017
Expert Investor: Michael Glennon - The Art Of Small Cap Investing
From selling tiles to being a multi-million dollar fund manager - we bring you Michael Glennon. We're really excited to bring you this weeks episode - our latest interview with an expert investor. For this interview Bryce sat down with Michael Glennon, the founder of Glennon Capital. Michael has over 15 years experience as a portfolio manager and is an award-winning small cap investors. Small cap investors focus on smaller listed companies, so you won't find Michael investing in the biggest Australian companies that get a lot of attention in the media. Instead he spends his time researching smaller companies, searching for value in lesser known names. In this interview we find out how Michael goes about researching these smaller companies, and he shares some of the wisdom he's built over a long and storied investing career. Michael's personal investing journey is a great one. We took a lot out of this interview and we're sure investors of any level will as well. Enjoy! In this episode you will learn: • The difference between small, and large cap companies • What strategies Michael uses to identify value in small cap stocks • How Michael went from his first trade to running a multi-million dollar managed fund • The challenges Michael faced as a young investor, and what strategies he used to overcome them • Plus many more tips on using experience and gut feel to invest in small cap stocks Stocks and resources discussed: • If you want to know about about Michael Glennon - check out Glennon Capital's websiteSubscribe Hosted on Acast. See acast.com/privacy for more information.
S1 E11 · Sat, June 10, 2017
EM Talk: Are You Investing Or Are You Speculating?
Do you like taking risks or do you prefer to sit and play the patient game? Episode 11 is all about Margin of Safety - a rare book, written by revered investor Seth Klarman. Alec gives three great actionable points from the book, and we discuss the differences between investing and speculating. Where do you think you fit? In this episode you will learn: • How Indian export bans will impact Australian Agricultural Company • Amazon and Alphabet pass the $1000 mark - will they stock split? • The difference between investing and speculating • Fundamentals of value investing • How you can hedge your portfolio (protect the downside) through exchange traded funds (ETF) Stocks and resources discussed: • Margin of Safety - Seth Klarman • Beatshares Australian Bear ETF - (ASX: BEAR)Subscribe now! Hosted on Acast. See acast.com/privacy for more information.
S1 E10 · Sat, May 27, 2017
Expert Investor: Sarah Riegelhuth - Get Rich Slow
"The Longer you leave starting, the harder it is to catch up" Episode 10! We've hit double digits, what an exciting time. This episode is a special one. We talk with CEO of Wealth Enhancers Sarah Riegelhuth. Sarah is a serial entrepreneur and investor in startups, having founded 8 companies alongside her husband, Finn Kelly. Following several successful exits, she is currently the CEO of Wealth Enhancers (Gen Y financial advisory firm) and Grow My Team (global recruitment), and sits on the Board of her other companies, WE LOVE NUMBERS and League of Extraordinary Women. She is personally fuelled by a passion for community, gender equality and living life on one's own terms. Our conversation doesn't focus just on stocks. We discuss many forms of investing and strategies to help you move towards financial freedom. There is something for everybody in this episode. In this episode you will learn: • What is the first step in ensuring you reach your financial goals • The value of consistency • Investing isn't just about buying shares • How you can begin to reach your financial freedom Stocks and resources discussed: • Check out Wealth Enhancers - a fantastic financial advisory firm specifically tailored for Gen Y!Subscribe Hosted on Acast. See acast.com/privacy for more information.
S1 E9 · Sun, May 14, 2017
Tips & Tricks: Saving To Invest
Don't save to save, save to invest! In Episode 9 we break down another key lesson for all investors - saving to invest. We talk about our personal habits and some of the rules we try to stick to. We discuss some apps that we use to help us with our saving or investing. In this episode you will learn: • What draws a stadium full of people to see Warren Buffett • Three big takeaways from the 2017 Budget • Who will Apple buy first - Tesla or Netflix? • Habits for continuous investing • Tips to help you save for your first investment • Why Afterpay is shaking up the payments market Stocks and resources discussed: • Afterpay Touch (ASX: APT) Hosted on Acast. See acast.com/privacy for more information.
S1 E8 · Sat, April 29, 2017
Expert Investor: Paul Bennetts, CEO Of Spaceship
Episode 8 is a cracker! We bring you our second Expert Investor interview, with the visionary Paul Bennetts - CEO of Spaceship. We discuss tech investing, and how you can invest your superannuation in line with where the world is going, not where it has been. Thinking about how your superannuation is invested now can have significant benefits for you in years to come. With some of the world's largest companies now tech companies it makes sense to have some skin in the game, and doing so through your superannuation is a fantastic way. What you will learn in this episode: • How Paul went from selling computer parts to becoming CEO of a superannuation start-up • Why Australian superannuation needs a shake-up, and what Spaceship are doing about it • Snap Inc's (Snapchat) Initial Public Offering - will it be a success? • The advantages of thinking about your superannuation as a millenial • Investing where the world is going, not where it has been Stocks and resources discussed: • Spaceship • Snap Inc (NYSE: SNAP) Hosted on Acast. See acast.com/privacy for more information.
S1 E7 · Sat, April 15, 2017
Basics: How Do I Find A Good Company?
Knowing how to find a company to invest in, or finding information on specific companies, can be hard and overwhelming. In Episode 7 we look at all the resources available to you so you can find opportunities to invest and to help you make investing decisions. In this episode you will learn: • Tesla vs Ford - changing of the guard • How to use your life experiences to find a company to invest in • The best resources available to find company information • The value of annual reports • What to look out for when using online forums • Our stock of the week Stocks and resources discussed: • Australian Agricultural Company (ASX: AAC) • Tesla (NASSAQ: TSLA) • Ford (NYSE: F) • Australian Financial Review Subscribe and listen! Hosted on Acast. See acast.com/privacy for more information.
S1 E6 · Sat, April 01, 2017
Expert Investor: Andrew Brown - Part 2
Part 2 of our interview series Andrew Brown. If you haven't listened to Part 1, we strongly suggest you do so before listening to Part 2. Brief of Part 1 below. The brilliant and entertaining Andrew Brown, Executive Director East 72 Holdings Limited, is the first guest in our interview series. Andrew has over 35 years investing experience, that has taken him all over the world. He is passionate about stocks and passing on his knowledge to those who want to learn - us! We cover a broad range of questions, from words of advice to someone beginning through to the current state of the economy and what that could mean for us as investors. What you will learn this episode: • How Andrew founded a company on the NSX (National Stock Exchange of Australia) • Is Apple really that good? • Developing and interrogating a thesis, and the advantage of hedging • Where is the Australia agricultural sector is going • Three companies on Andrews radar Stocks and resources discussed: • East72 • Wellard (ASX: WLD) • News Corporation (ASX: NWS) • PM Capital Global Opportunities Fund (ASX: PGF) • McGrath Limited (ASX: MEA)Subscribe and listen Hosted on Acast. See acast.com/privacy for more information.
S1 E5 · Sat, March 18, 2017
Expert Investor: Andrew Brown - Part 1
The brilliant and entertaining Andrew Brown, Executive Director East 72 Holdings Limited, is the first guest in our interview series. Andrew has over 35 years investing experience, that has taken him all over the world. He is passionate about stocks and passing on his knowledge to those who want to learn - us! We cover a broad range of questions, from words of advice to someone beginning through to the current state of the economy and what that could mean for us as investors. There is advice and actions in this interview that everyone will be able to take away. Enjoy! In this episode you will learn: • Andrew's perspective on value investing • The best thing you can do to improve your investing success • What has been Andrew's best investment • How to overcome challenges of getting your first investment • What characteristics Andrew looks for in a company • Why one investing book is worth over $1000! Stocks and resources discussed: • The Margin of Safety - Seth Klarmann • Any books by Mohnish Pabrai - website with 307 books! (http://www.chaiwithpabrai.com/) Hosted on Acast. See acast.com/privacy for more information.
S1 E4 · Sat, March 04, 2017
Basics: How To Buy Shares
The number one question on everyone's lips - how do I actually buy shares? There's no point in us harping on about companies and exchange traded funds (ETFs) and indexes if you don't know how to actually buy them! In Episode 4 we answer the question "How do I buy shares?" In this episode you will learn: • That it is really easy to buy shares! • Everything you need to know about buying a share • What is a broker, and where to find one • How much it costs to buy a share • Australian Stock Exchange (ASX) codes, and how to look up a stock • Why bee theft has increased in New Zealand and • All the latest weekly news that we've found interesting Stocks and resources discussed: • PM Capital Global Opportunities Fund (ASX: PGF) • Australian Agricultural Company (ASX: AAC) • Capilano Honey Limited (ASX: CZZ) Hosted on Acast. See acast.com/privacy for more information.
S1 E3 · Sun, February 19, 2017
EM Chat: Let's Pick A Winner!
It's time to put our hypothetical money where our mouth is. This week we bring you a brand new segment, that puts into practice some of the strategies we've been learning. Equity Mates also attended an investment talk at Clime Capital, and we debrief the most important pieces of information, for you! Hosted on Acast. See acast.com/privacy for more information.
S1 E2 · Sun, February 05, 2017
Basics: Investing 101
The journey continues! This episode we bring you two new segments that form the backbone of our show - News and Basics 101. News - It's important that you begin to understand the links between what happens in our world and how that can impact your investing decisions, so each episode we will dissect some news to help show you the links. Basics 101 - In Episode 2 we bring you the first of many Basics 101. It's here that we discuss what we think are the essentials to investing. Regardless of you level of experience there will be something useful for you in these segments. Hosted on Acast. See acast.com/privacy for more information.
S1 E1 · Sun, January 22, 2017
EM Chat: The Journey Begins
Welcome! We're so happy that you've decided to come on the journey with us, as we talk all things investing. Equity Mates has been in the making for a while now, so this is a very exciting moment for us. In this episode you will learn: Who Bryce and Alec are! What this podcast series is going to be about, and what you can expect to get out of it The basics of Value Investing Stocks discussed: Brickworks Investment Company Limited Bellamy's Australia Limited A2 Milk Company Limited Hosted on Acast. See acast.com/privacy for more information.
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