60 acast.com Equity Mates Investing Podcast https://equitymates.com en Copyright 2020. All rights reserved. Equity Mates Media

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Hosted on Acast. See acast.com/privacy for more information.

]]> false Equity Mates Media contact@equitymates.com 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates https://rss.acast.com/equity-mates episodic https://assets.pippa.io/shows/6113c4e58b49030d2716f6e0/1629932001241-b9a3641bf992fd152185547c28b9c9c3.jpeg https://equitymates.com Equity Mates Investing Podcast https://feeds.acast.com/public/shows/8c560a52-84ff-4b06-b819-f4e9bd6e85ef <![CDATA[Wall Street’s secret agent, talking super with your parents & Buy or Sell is back]]> Sun, 12 Apr 2026 19:05:00 GMT 29:04 69d88d236fa755a8b34f5306 false https://shows.acast.com/equity-mates/episodes/wall-streets-secret-agent 69d88d236fa755a8b34f5306 8c560a52-84ff-4b06-b819-f4e9bd6e85ef wall-streets-secret-agent full 11 Markets ripped higher on hopes of a fragile ceasefire, but beneath the relief rally there’s still plenty of chaos to unpack. Bryce and Allly Selby dig into Bill Ackman’s audacious bid for Universal Music, a wild Wall Street research mission through the Strait of Hormuz, and a community question on how to talk to retired parents about super during volatile markets. Then they finish with a rapid-fire buy or sell with Bryce giving his take on five stocks making headlines right now.


In this episode:

00:00 War, Markets & Big Stories

04:05 Bill Ackman’s Music Industry Bet

05:51 Wild Wall St Analyst Spy Mission

12:26 Community question: How to talk to parents about Super

19:06 Buy or Sell Is Returning

21:10 Buy or Sell: DroneShield

22:27 Buy or Sell: Guzman y Gomez

23:27 Buy or Sell: NextDC

24:39 Buy or Sell: Liberty Media

26:07 Buy or Sell: Dealer's Choice


Stocks & ETFs mentioned: Universal Music Group (AMS: UMG), Bitcoin (CRYPTO: BTC), Brent Crude, West Texas Intermediate, United Airlines Holdings (NASDAQ: UAL), Qantas Airways (ASX: QAN), DroneShield (ASX: DRO), Guzman y Gomez (ASX: GYG), NEXTDC (ASX: NXT), Liberty Media Formula One, SK Hynix (KRX: 000660), BetaShares Asia Technology Tigers ETF (ASX: ASIA), Global X Artificial Intelligence ETF (ASX: AIQ), DHHF (ASX: DHHF)


———


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> Markets ripped higher on hopes of a fragile ceasefire, but beneath the relief rally there’s still plenty of chaos to unpack. Bryce and Allly Selby dig into Bill Ackman’s audacious bid for Universal Music, a wild Wall Street research mission through the Strait of Hormuz, and a community question on how to talk to retired parents about super during volatile markets. Then they finish with a rapid-fire buy or sell with Bryce giving his take on five stocks making headlines right now.


In this episode:

00:00 War, Markets & Big Stories

04:05 Bill Ackman’s Music Industry Bet

05:51 Wild Wall St Analyst Spy Mission

12:26 Community question: How to talk to parents about Super

19:06 Buy or Sell Is Returning

21:10 Buy or Sell: DroneShield

22:27 Buy or Sell: Guzman y Gomez

23:27 Buy or Sell: NextDC

24:39 Buy or Sell: Liberty Media

26:07 Buy or Sell: Dealer's Choice


Stocks & ETFs mentioned: Universal Music Group (AMS: UMG), Bitcoin (CRYPTO: BTC), Brent Crude, West Texas Intermediate, United Airlines Holdings (NASDAQ: UAL), Qantas Airways (ASX: QAN), DroneShield (ASX: DRO), Guzman y Gomez (ASX: GYG), NEXTDC (ASX: NXT), Liberty Media Formula One, SK Hynix (KRX: 000660), BetaShares Asia Technology Tigers ETF (ASX: ASIA), Global X Artificial Intelligence ETF (ASX: AIQ), DHHF (ASX: DHHF)


———


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> Finding opportunities in well-known names with Ryan Joyce Finding opportunities in well-known names with Ryan Joyce Thu, 09 Apr 2026 19:05:00 GMT 41:57 69d70fa984165293bd0f7fa8 false https://shows.acast.com/equity-mates/episodes/finding-opportunities-in-well-known-names-with-ryan-joyce 69d70fa984165293bd0f7fa8 8c560a52-84ff-4b06-b819-f4e9bd6e85ef finding-opportunities-in-well-known-names-with-ryan-joyce full 11 Bryce and Alec sit down with Magellan Investment Partners’ Ryan Joyce to unpack why some of the best opportunities can be found in the world’s biggest, most familiar companies. From TSMC and Booking Holdings to Dollar General and Apple, this is a masterclass in quality, patience, valuation discipline and the power of backing businesses with durable moats.


In this episode:

00:00 – Why the best investments can be hiding in plain sight

01:37 – Ryan Joyce’s first investing lessons: Orsenko and realestate.com

04:08 – Magellan’s philosophy: quality, concentration and valuation discipline

07:18 – Why big, well-known stocks still get mispriced

10:57 – Finding an edge when everyone has the same information

17:01 – Portfolio balance, volatility and stock selection

18:38 – TSMC, Dollar General and Booking Holdings: three stock case studies

38:14 – Apple, investing resources and Ryan’s advice for young investors


ETFs & Stocks mentioned:

Magellan Global Opportunities Fund (ASX: OPPT), REA Group (ASX: REA), Netflix (NASDAQ: NFLX), Mastercard (NYSE: MA), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), NVIDIA (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), AMD (NASDAQ: AMD), Marvell Technology (NASDAQ: MRVL), Arm Holdings (NASDAQ: ARM), Intel (NASDAQ: INTC), Samsung Electronics, Dollar General (NYSE: DG), Dollar Tree (NASDAQ: DLTR), Walmart (NYSE: WMT), Amazon (NASDAQ: AMZN), Booking Holdings (NASDAQ: BKNG), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM)


———

Want to get involved in the podcast? Record a voice note or send us a message

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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.



Hosted on Acast. See acast.com/privacy for more information.

]]> Bryce and Alec sit down with Magellan Investment Partners’ Ryan Joyce to unpack why some of the best opportunities can be found in the world’s biggest, most familiar companies. From TSMC and Booking Holdings to Dollar General and Apple, this is a masterclass in quality, patience, valuation discipline and the power of backing businesses with durable moats.


In this episode:

00:00 – Why the best investments can be hiding in plain sight

01:37 – Ryan Joyce’s first investing lessons: Orsenko and realestate.com

04:08 – Magellan’s philosophy: quality, concentration and valuation discipline

07:18 – Why big, well-known stocks still get mispriced

10:57 – Finding an edge when everyone has the same information

17:01 – Portfolio balance, volatility and stock selection

18:38 – TSMC, Dollar General and Booking Holdings: three stock case studies

38:14 – Apple, investing resources and Ryan’s advice for young investors


ETFs & Stocks mentioned:

Magellan Global Opportunities Fund (ASX: OPPT), REA Group (ASX: REA), Netflix (NASDAQ: NFLX), Mastercard (NYSE: MA), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), NVIDIA (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), AMD (NASDAQ: AMD), Marvell Technology (NASDAQ: MRVL), Arm Holdings (NASDAQ: ARM), Intel (NASDAQ: INTC), Samsung Electronics, Dollar General (NYSE: DG), Dollar Tree (NASDAQ: DLTR), Walmart (NYSE: WMT), Amazon (NASDAQ: AMZN), Booking Holdings (NASDAQ: BKNG), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM)


———

Want to get involved in the podcast? Record a voice note or send us a message

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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.



Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Property prices under pressure, 3 stocks buzzing on X & a “no-brainer” Community Portfolio pitch]]> Wed, 08 Apr 2026 19:05:00 GMT 31:00 69d60d6e3a5fb4a964014ba2 false https://shows.acast.com/equity-mates/episodes/property-prices-under-pressure-3-stocks-buzzing-on-x 69d60d6e3a5fb4a964014ba2 8c560a52-84ff-4b06-b819-f4e9bd6e85ef property-prices-under-pressure-3-stocks-buzzing-on-x full 11 While uncertainty rattles markets, X is buzzing with bold stock calls and 10x claims. In this episode, we break down what’s actually moving markets, where the risks are building, and whether the hottest stocks online are real opportunities, or just noise. Plus, community member Ash pitches a Mag7 stock for the Community Portfolio.


In this episode:

00:00 Market Shake-up: Housing, War & Super Changes

02:13 Auction Clearance Rates Plunge: What’s Driving It?

04:08 Will Australian Property Fall in 2026?

04:48 Iran conflict: Ceasefire Hopes vs Escalation Risk

07:01 Australia's Fuel Supply Warning

07:45 E-Bike Demand Surge

08:36 AustralianSuper Portfolio Changes Explained

11:35 X Marks the Stock Returns

12:40 Bill Ackman Sparks Fannie & Freddie Frenzy

16:35 The X Hype Stocks: Space, AI & Infrastructure Plays

23:49 Community Portfolio 'No Brainer' Pitch

25:31 Ash Pitches Alphabet

27:09 Why Alphabet Still Wins

28:15 Apple vs Google Debate

28:52 Community Portfolio Decision: Buy or Pass?


ETFs & Stocks mentioned in this episode:

CSL (ASX: CSL), James Hardie (ASX: JHX), Woolworths (ASX: WOW), Wesfarmers (ASX: WES), Commonwealth Bank (ASX: CBA), BHP (ASX: BHP), Telstra (ASX: TLS), Mineral Resources (ASX: MIN), Pilbara Minerals (ASX: PLS), Cochlear (ASX: COH), Fannie Mae (OTC: FNMA), Freddie Mac (OTC: FMCC), AST SpaceMobile (NASDAQ: ASTS), Nebius (NASDAQ: NBIS), Rocket Lab (NASDAQ: RKLB)


———


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> While uncertainty rattles markets, X is buzzing with bold stock calls and 10x claims. In this episode, we break down what’s actually moving markets, where the risks are building, and whether the hottest stocks online are real opportunities, or just noise. Plus, community member Ash pitches a Mag7 stock for the Community Portfolio.


In this episode:

00:00 Market Shake-up: Housing, War & Super Changes

02:13 Auction Clearance Rates Plunge: What’s Driving It?

04:08 Will Australian Property Fall in 2026?

04:48 Iran conflict: Ceasefire Hopes vs Escalation Risk

07:01 Australia's Fuel Supply Warning

07:45 E-Bike Demand Surge

08:36 AustralianSuper Portfolio Changes Explained

11:35 X Marks the Stock Returns

12:40 Bill Ackman Sparks Fannie & Freddie Frenzy

16:35 The X Hype Stocks: Space, AI & Infrastructure Plays

23:49 Community Portfolio 'No Brainer' Pitch

25:31 Ash Pitches Alphabet

27:09 Why Alphabet Still Wins

28:15 Apple vs Google Debate

28:52 Community Portfolio Decision: Buy or Pass?


ETFs & Stocks mentioned in this episode:

CSL (ASX: CSL), James Hardie (ASX: JHX), Woolworths (ASX: WOW), Wesfarmers (ASX: WES), Commonwealth Bank (ASX: CBA), BHP (ASX: BHP), Telstra (ASX: TLS), Mineral Resources (ASX: MIN), Pilbara Minerals (ASX: PLS), Cochlear (ASX: COH), Fannie Mae (OTC: FNMA), Freddie Mac (OTC: FMCC), AST SpaceMobile (NASDAQ: ASTS), Nebius (NASDAQ: NBIS), Rocket Lab (NASDAQ: RKLB)


———


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> “There’s always a bull market somewhere in small caps” - Tobias Bucks “There’s always a bull market somewhere in small caps” - Tobias Bucks Mon, 06 Apr 2026 19:05:00 GMT 49:00 69cdc63429f17a15b51a4bb4 false https://shows.acast.com/equity-mates/episodes/tobias-bucks 69cdc63429f17a15b51a4bb4 8c560a52-84ff-4b06-b819-f4e9bd6e85ef tobias-bucks full 11 If the last decade was about buying growth at any price, this episode is a reminder that valuations still matter. Tobias Bucks (Ausbil) returns to Equity Mates to explain why the next winners may come from overlooked global small caps tied to electrification, defence, data centres and the rebuild of the grid.


In this episode:

0:00 What Tobias has changed his mind on

3:14 Growth investing biases and why valuation matters

9:04 Where the bull markets still exist in small caps

12:04 AI infrastructure boom: are we near peak CapEx?

18:03 Tobias’ investing process: finding quality small caps

25:25 Stock deep dive: Mueller Industries

36:06 Stock deep dive: NKT


ETFs & Stocks mentioned: Trade Desk (NASDAQ: TTD), Ausbil Global Small Caps Fund, Ausbil Global Small Cap ETF, Mueller Industries (NYSE: MLI), NKT (CPH: NKT), Alphabet (NASDAQ: GOOGL), Oracle (NYSE: ORCL), NVIDIA (NASDAQ: NVDA), Prysmian (BIT: PRY), Nexans (EPA: NEX), S&P 500 Index (INDEXSP: INX)


This episode features insights from Ausbil Investment Management. Please refer to Ausbil’s disclaimer here.


———


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points



———


Looking for some of our favourite research tools?


———



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.

Hosted on Acast. See acast.com/privacy for more information.

]]> If the last decade was about buying growth at any price, this episode is a reminder that valuations still matter. Tobias Bucks (Ausbil) returns to Equity Mates to explain why the next winners may come from overlooked global small caps tied to electrification, defence, data centres and the rebuild of the grid.


In this episode:

0:00 What Tobias has changed his mind on

3:14 Growth investing biases and why valuation matters

9:04 Where the bull markets still exist in small caps

12:04 AI infrastructure boom: are we near peak CapEx?

18:03 Tobias’ investing process: finding quality small caps

25:25 Stock deep dive: Mueller Industries

36:06 Stock deep dive: NKT


ETFs & Stocks mentioned: Trade Desk (NASDAQ: TTD), Ausbil Global Small Caps Fund, Ausbil Global Small Cap ETF, Mueller Industries (NYSE: MLI), NKT (CPH: NKT), Alphabet (NASDAQ: GOOGL), Oracle (NYSE: ORCL), NVIDIA (NASDAQ: NVDA), Prysmian (BIT: PRY), Nexans (EPA: NEX), S&P 500 Index (INDEXSP: INX)


This episode features insights from Ausbil Investment Management. Please refer to Ausbil’s disclaimer here.


———


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points



———


Looking for some of our favourite research tools?


———



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.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Koala, SpaceX, Eli Lilly, Nike, Anthropic & Pimp my Portfolio with Owen Rask]]> Sun, 05 Apr 2026 19:05:00 GMT 29:09 69cde5dffa44489fa55be92a false https://shows.acast.com/equity-mates/episodes/koala-spacex-eli-lilly-nike-anthropic 69cde5dffa44489fa55be92a 8c560a52-84ff-4b06-b819-f4e9bd6e85ef koala-spacex-eli-lilly-nike-anthropic full 11 A huge week in markets, from SpaceX gearing up for the biggest IPO in history to Nike’s sharp sell-off and a major AI code leak at Anthropic. Add in Eli Lilly’s latest move in the weight-loss drug race, and there’s no shortage of company news investors need to understand right now. Plus, Owen Rask unpacks Jonathan's portfolio.


In this episode:

00:00 Koala IPO Breakdown

02:57 SpaceX IPO Speculation

04:36 Eli Lilly Weight Loss Pill

06:17 Nike Stock Drops Hard

07:36 Anthropic Code Leak Shock

09:39 Iran Conflict Market Impact

10:33 Why You Stay Invested

13:21 Pimp My Portfolio with Owen Rask

13:52 John’s Portfolio Breakdown

16:53 Owen’s First Impressions

18:22 Concentration Risk Explained

20:28 Bond ETF Strategy

22:03 Portfolio Growth Focus

23:35 Gold & Defence Strategy

26:22 Geographic Diversification


Stocks & ETFs mentioned: Koala (ASX: KLA), SpaceX, Eli Lilly (NYSE: LLY), Nike (NYSE: NKE), Anthropic, Bitcoin


———


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> A huge week in markets, from SpaceX gearing up for the biggest IPO in history to Nike’s sharp sell-off and a major AI code leak at Anthropic. Add in Eli Lilly’s latest move in the weight-loss drug race, and there’s no shortage of company news investors need to understand right now. Plus, Owen Rask unpacks Jonathan's portfolio.


In this episode:

00:00 Koala IPO Breakdown

02:57 SpaceX IPO Speculation

04:36 Eli Lilly Weight Loss Pill

06:17 Nike Stock Drops Hard

07:36 Anthropic Code Leak Shock

09:39 Iran Conflict Market Impact

10:33 Why You Stay Invested

13:21 Pimp My Portfolio with Owen Rask

13:52 John’s Portfolio Breakdown

16:53 Owen’s First Impressions

18:22 Concentration Risk Explained

20:28 Bond ETF Strategy

22:03 Portfolio Growth Focus

23:35 Gold & Defence Strategy

26:22 Geographic Diversification


Stocks & ETFs mentioned: Koala (ASX: KLA), SpaceX, Eli Lilly (NYSE: LLY), Nike (NYSE: NKE), Anthropic, Bitcoin


———


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> The Safest Money Moves Ever Made (They hid $350 billion of gold) The Safest Money Moves Ever Made (They hid $350 billion of gold) Thu, 02 Apr 2026 18:05:00 GMT 36:05 69cdcdb129f17a15b51a4bb5 false https://shows.acast.com/equity-mates/episodes/the-safest-money-moves-ever-made 69cdcdb129f17a15b51a4bb5 8c560a52-84ff-4b06-b819-f4e9bd6e85ef the-safest-money-moves-ever-made full 11 What does Winston Churchill, Fort Knox, a billion-dollar shipwreck and the invention of money have in common? In this episode, Bryce, Ren, Mr Beat Up (aka Simon) and team member Ned go deep on some of history’s wildest “safe money moves” and land on the one idea that made every investment possible.


In this episode:

1:33 Operation Fish: Churchill moves Britain’s gold to Canada

7:34 Fort Knox: America’s gold vault and the conspiracy theories

15:21 Volvo EX90

16:05 The Atocha: the most valuable shipwreck ever recovered

24:50 The invention of money: from barter to banknotes

33:45 Voting on the safest money move of all time


This episode has been sponsored by the Volvo EX90 - designed to be the safest Volvo ever made. Book a test drive today at volvo.com/au


———


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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.


Hosted on Acast. See acast.com/privacy for more information.

]]> What does Winston Churchill, Fort Knox, a billion-dollar shipwreck and the invention of money have in common? In this episode, Bryce, Ren, Mr Beat Up (aka Simon) and team member Ned go deep on some of history’s wildest “safe money moves” and land on the one idea that made every investment possible.


In this episode:

1:33 Operation Fish: Churchill moves Britain’s gold to Canada

7:34 Fort Knox: America’s gold vault and the conspiracy theories

15:21 Volvo EX90

16:05 The Atocha: the most valuable shipwreck ever recovered

24:50 The invention of money: from barter to banknotes

33:45 Voting on the safest money move of all time


This episode has been sponsored by the Volvo EX90 - designed to be the safest Volvo ever made. Book a test drive today at volvo.com/au


———


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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.


Hosted on Acast. See acast.com/privacy for more information.

]]> Our Monthly Portfolio Update - March 2026 Our Monthly Portfolio Update - March 2026 Wed, 01 Apr 2026 18:05:00 GMT 31:36 69ccb156bc49cd7de7da23c7 false https://shows.acast.com/equity-mates/episodes/our-monthly-portfolio-update-march-2026 69ccb156bc49cd7de7da23c7 8c560a52-84ff-4b06-b819-f4e9bd6e85ef our-monthly-portfolio-update-march-2026 full 11 Markets had a rough March... In this monthly portfolio update, Bryce and Ren break down what got hit, what they kept buying through the sell-off, and why scary markets are often when long-term investors do their best work.


Sharesight makes tracking your portfolios easy. Save 4 months on any paid Sharesight plan at www.sharesight.com/equitymates


In this episode:

00:00 Monthly Portfolio Recap

00:50 Market Drop & Macro Context

02:15 Waymo Growth & Robo Taxis

04:36 Portfolio Tracking With Sharesight

05:36 Ren’s ETF Strategy & DCA

07:22 Bryce’s ETF Allocation Strategy

09:20 Ren’s Portfolio Performance

10:42 Bryce’s Portfolio Performance

15:05 Why Portfolio Construction Matters

16:11 Deploying Cash In A Downturn

17:50 Cutting Stocks Is Hard

19:51 Bryce’s Recent Stock Additions

23:59 Ren’s Borrow-To-Invest Strategy

29:50 Lessons From A Tough Month


Stocks & ETFs mentioned: S&P 500, NASDAQ 100, Waymo, Alphabet (NASDAQ:GOOGL), Sharesight, Betashares Geared U.S. Equity Fund (ASX:GGUS), Betashares Geared Australian Equity Fund (ASX:G200), iShares S&P 500 ETF (ASX:IVV), Vanguard FTSE Asia ex Japan Shares ETF (ASX:VAE), Vanguard FTSE Europe Shares ETF (ASX:VEQ), Betashares Wealth Builder All Growth Geared Complex ETF (ASX:GHHF), Betashares Emerging Markets ex China ETF (ASX:BEMG), VanEck MSCI International ex USA Quality ETF (ASX:XUS), Wire, Bitcoin, Hims & Hers Health (NYSE:HIMS), TransMedics Group (NASDAQ:TMDX), Sea Limited (NYSE:SE), WiseTech Global (ASX:WTC), Axon Enterprise (NASDAQ:AXON), CSL (ASX:CSL), Eli Lilly (NYSE:LLY), Intuitive Surgical (NASDAQ:ISRG), Pro Medicus (ASX:PME), Spotify (NYSE:SPOT), Coinbase (NASDAQ:COIN), APA Corporation (NASDAQ:APA), Wesfarmers (ASX:WES), Costco (NASDAQ:COST), Monroe Concentrated Global Growth Active ETF (ASX:MCG), NVIDIA (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company (NYSE:TSM), Contemporary Amperex Technology Co. Limited (SHE:300750), Amazon (NASDAQ:AMZN), Plato Global Alpha Fund Complex ETF (ASX:PGA1), MSCI World Index, 5V Capital Horizons Fund, Betashares Global Defence ETF (ASX:ARMR), Betashares Asia Technology Tigers ETF (ASX:ASIA), Samsung Electronics (KRX:005930), SK Hynix (KRX:000660), Tencent (HKEX:0700), Alibaba (NYSE:BABA), BHP Group (ASX:BHP)


———


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> Markets had a rough March... In this monthly portfolio update, Bryce and Ren break down what got hit, what they kept buying through the sell-off, and why scary markets are often when long-term investors do their best work.


Sharesight makes tracking your portfolios easy. Save 4 months on any paid Sharesight plan at www.sharesight.com/equitymates


In this episode:

00:00 Monthly Portfolio Recap

00:50 Market Drop & Macro Context

02:15 Waymo Growth & Robo Taxis

04:36 Portfolio Tracking With Sharesight

05:36 Ren’s ETF Strategy & DCA

07:22 Bryce’s ETF Allocation Strategy

09:20 Ren’s Portfolio Performance

10:42 Bryce’s Portfolio Performance

15:05 Why Portfolio Construction Matters

16:11 Deploying Cash In A Downturn

17:50 Cutting Stocks Is Hard

19:51 Bryce’s Recent Stock Additions

23:59 Ren’s Borrow-To-Invest Strategy

29:50 Lessons From A Tough Month


Stocks & ETFs mentioned: S&P 500, NASDAQ 100, Waymo, Alphabet (NASDAQ:GOOGL), Sharesight, Betashares Geared U.S. Equity Fund (ASX:GGUS), Betashares Geared Australian Equity Fund (ASX:G200), iShares S&P 500 ETF (ASX:IVV), Vanguard FTSE Asia ex Japan Shares ETF (ASX:VAE), Vanguard FTSE Europe Shares ETF (ASX:VEQ), Betashares Wealth Builder All Growth Geared Complex ETF (ASX:GHHF), Betashares Emerging Markets ex China ETF (ASX:BEMG), VanEck MSCI International ex USA Quality ETF (ASX:XUS), Wire, Bitcoin, Hims & Hers Health (NYSE:HIMS), TransMedics Group (NASDAQ:TMDX), Sea Limited (NYSE:SE), WiseTech Global (ASX:WTC), Axon Enterprise (NASDAQ:AXON), CSL (ASX:CSL), Eli Lilly (NYSE:LLY), Intuitive Surgical (NASDAQ:ISRG), Pro Medicus (ASX:PME), Spotify (NYSE:SPOT), Coinbase (NASDAQ:COIN), APA Corporation (NASDAQ:APA), Wesfarmers (ASX:WES), Costco (NASDAQ:COST), Monroe Concentrated Global Growth Active ETF (ASX:MCG), NVIDIA (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company (NYSE:TSM), Contemporary Amperex Technology Co. Limited (SHE:300750), Amazon (NASDAQ:AMZN), Plato Global Alpha Fund Complex ETF (ASX:PGA1), MSCI World Index, 5V Capital Horizons Fund, Betashares Global Defence ETF (ASX:ARMR), Betashares Asia Technology Tigers ETF (ASX:ASIA), Samsung Electronics (KRX:005930), SK Hynix (KRX:000660), Tencent (HKEX:0700), Alibaba (NYSE:BABA), BHP Group (ASX:BHP)


———


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> From $1,000 to $1 million: Investing for every life stage with Peter Nevill From $1,000 to $1 million: Investing for every life stage with Peter Nevill Mon, 30 Mar 2026 18:05:00 GMT 36:16 69c9b42e7ba0872cf5d66c54 false https://shows.acast.com/equity-mates/episodes/from-1000-to-1-million-investing-for-every-life-stage 69c9b42e7ba0872cf5d66c54 8c560a52-84ff-4b06-b819-f4e9bd6e85ef from-1000-to-1-million-investing-for-every-life-stage full 11 Bryce and Ren sit down with financial adviser Peter Nevill to break down what changes, what doesn’t, and how to think about portfolio construction from your first $1,000 all the way to a seven-figure portfolio.


In this episode:

0:00 Why portfolio construction changes over time

1:18 What Peter has changed his mind on about investing

2:31 The three questions that shape every portfolio

6:05 What to do with your first $1,000

8:20 How to think about a $10,000 portfolio

10:29 What changes at $100,000

16:47 How to build a $1 million portfolio

33:08 Fees, temperament and the one rule that always matters


———


Want to get involved in the podcast? Record a voice note

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?

Download our free Basics of ETF handbook

Or our free 4-step stock checklist


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> Bryce and Ren sit down with financial adviser Peter Nevill to break down what changes, what doesn’t, and how to think about portfolio construction from your first $1,000 all the way to a seven-figure portfolio.


In this episode:

0:00 Why portfolio construction changes over time

1:18 What Peter has changed his mind on about investing

2:31 The three questions that shape every portfolio

6:05 What to do with your first $1,000

8:20 How to think about a $10,000 portfolio

10:29 What changes at $100,000

16:47 How to build a $1 million portfolio

33:08 Fees, temperament and the one rule that always matters


———


Want to get involved in the podcast? Record a voice note

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?

Download our free Basics of ETF handbook

Or our free 4-step stock checklist


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[A billion dollar backflip, Big Tech in the Community Portfolio & Ren’s two things]]> Sun, 29 Mar 2026 18:05:00 GMT 32:34 69c620fb8ff7567d61de3ab8 false https://shows.acast.com/equity-mates/episodes/a-billion-dollar-backflip-big-tech 69c620fb8ff7567d61de3ab8 8c560a52-84ff-4b06-b819-f4e9bd6e85ef a-billion-dollar-backflip-big-tech full 11 Bryce and Ren unpack the White House’s billion-dollar offshore wind reversal, what Australia’s inflation print really tells us, and why one Equity Mates team member thinks Spotify’s sell-off is an opportunity investors shouldn’t ignore.


In this episode:

0:00 Trump’s $1 billion offshore wind backflip

3:18 Meta and Google lawsuits heat up

6:25 Australia’s inflation print and diesel shortages

8:14 Iran tensions, oil prices and staying invested

11:29 Community Portfolio pitch: Spotify

20:14 Community Portfolio update vs DHHF

22:20 Two interesting things: Baby Berkshire and Rule of 80 stocks


Stocks and ETFs mentioned: TotalEnergies (NYSE: TTE), Meta Platforms (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Spotify Technology (NYSE: SPOT), Apple (NASDAQ: AAPL), YouTube Music, Berkshire Hathaway (NYSE: BRK.B), Markel Group (NYSE: MKL), Eli Lilly (NYSE: LLY), NVIDIA (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), Pro Medicus (ASX: PME), WiseTech Global (ASX: WTC), Betashares Diversified All Growth ETF (ASX: DHHF), S&P 500 (INDEX: SPX)


———


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> Bryce and Ren unpack the White House’s billion-dollar offshore wind reversal, what Australia’s inflation print really tells us, and why one Equity Mates team member thinks Spotify’s sell-off is an opportunity investors shouldn’t ignore.


In this episode:

0:00 Trump’s $1 billion offshore wind backflip

3:18 Meta and Google lawsuits heat up

6:25 Australia’s inflation print and diesel shortages

8:14 Iran tensions, oil prices and staying invested

11:29 Community Portfolio pitch: Spotify

20:14 Community Portfolio update vs DHHF

22:20 Two interesting things: Baby Berkshire and Rule of 80 stocks


Stocks and ETFs mentioned: TotalEnergies (NYSE: TTE), Meta Platforms (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Spotify Technology (NYSE: SPOT), Apple (NASDAQ: AAPL), YouTube Music, Berkshire Hathaway (NYSE: BRK.B), Markel Group (NYSE: MKL), Eli Lilly (NYSE: LLY), NVIDIA (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), Pro Medicus (ASX: PME), WiseTech Global (ASX: WTC), Betashares Diversified All Growth ETF (ASX: DHHF), S&P 500 (INDEX: SPX)


———


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> Is your portfolio actually built for the long run? | Kerry Craig Is your portfolio actually built for the long run? | Kerry Craig Thu, 26 Mar 2026 18:05:00 GMT 39:15 69c5023cd5defd96a551cb15 false https://shows.acast.com/equity-mates/episodes/is-your-portfolio-actually-built-for-the-long-run 69c5023cd5defd96a551cb15 8c560a52-84ff-4b06-b819-f4e9bd6e85ef is-your-portfolio-actually-built-for-the-long-run full 11 Bryce and Ren sit down with Kerry Craig, Portfolio Manager & Global Market Strategist at JP Morgan Asset Management, to unpack strategic asset allocation. While stock picking gets all the attention, Kerry makes the case that how you allocate your money across asset classes matters far more than finding the next 10-bagger.


In this episode:

00:00 Why Asset Allocation Matters

02:28 Kerry Craig’s First Investment

04:07 What Retail Investors Get Wrong

08:38 What is a Model Portfolio?

15:00 The Case for Bonds

20:18 Strategic Asset Allocation Explained


JPMorgan Asset Management (Australia) Limited (ABN 55 143 832 080) (AFSL No. 376919) is the model portfolio manager of JPMorgan Active Growth (J.GROW) and JPMorgan Active Income (J.INC), issued by Betashares Capital Limited (ABN 78 139 566 868) (AFSL No. 341181) as responsible entity.


This material is not an offer or solicitation to invest in any financial product. The information is general only, does not take into account your objectives, financial situation, or needs. Before acting, you should consider whether this information is suitable for you and your circumstances. Consult the product disclosure statement before making any decisions.


Calling all bulls, bears and party animals!


The market is closed, the bar is open. Come trade ideas at FinFest – Australia’s largest finance festival.


Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.


You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.


Leave inspired, better informed, and ready to take the next step on your investing journey.


Register your interest for early bird tickets at equitymates.com/finfest


———


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> Bryce and Ren sit down with Kerry Craig, Portfolio Manager & Global Market Strategist at JP Morgan Asset Management, to unpack strategic asset allocation. While stock picking gets all the attention, Kerry makes the case that how you allocate your money across asset classes matters far more than finding the next 10-bagger.


In this episode:

00:00 Why Asset Allocation Matters

02:28 Kerry Craig’s First Investment

04:07 What Retail Investors Get Wrong

08:38 What is a Model Portfolio?

15:00 The Case for Bonds

20:18 Strategic Asset Allocation Explained


JPMorgan Asset Management (Australia) Limited (ABN 55 143 832 080) (AFSL No. 376919) is the model portfolio manager of JPMorgan Active Growth (J.GROW) and JPMorgan Active Income (J.INC), issued by Betashares Capital Limited (ABN 78 139 566 868) (AFSL No. 341181) as responsible entity.


This material is not an offer or solicitation to invest in any financial product. The information is general only, does not take into account your objectives, financial situation, or needs. Before acting, you should consider whether this information is suitable for you and your circumstances. Consult the product disclosure statement before making any decisions.


Calling all bulls, bears and party animals!


The market is closed, the bar is open. Come trade ideas at FinFest – Australia’s largest finance festival.


Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.


You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.


Leave inspired, better informed, and ready to take the next step on your investing journey.


Register your interest for early bird tickets at equitymates.com/finfest


———


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Our gas tax proposal, a biotech stock pitch & the latest on property prices ]]> Wed, 25 Mar 2026 18:05:00 GMT 33:31 69c3754eab1925835ef474e1 false https://shows.acast.com/equity-mates/episodes/our-gas-tax-proposal 69c3754eab1925835ef474e1 8c560a52-84ff-4b06-b819-f4e9bd6e85ef our-gas-tax-proposal full 11 What happens when one of the world’s biggest companies burns $80 billion chasing the future… and gets it wrong? Today we unpack the metaverse retreat, the real impact of rising oil tensions, and why smart investors keep buying even when markets feel shaky.


In this episode:

0:00 Meta abandons the metaverse after $80B

6:00 Oil shock, Iran tensions & market reactions

9:00 Why long-term investors shouldn’t panic

12:30 Aussie gas tax debate explained

16:40 Community stock pitch: Telix Pharmaceuticals

19:50 Portfolio update & performance check-in

20:30 Australian property market: what’s happening now


Stocks & ETFs mentioned: Telix Pharmaceuticals (ASX:TLX), Caterpillar (NYSE:CAT), Global X AI Infrastructure ETF (NASDAQ:AIQ), Catapult Group International (ASX:CAT), Pro Medicus (ASX:PME), Betashares Diversified All Growth ETF (ASX:DHHF), Alphabet (NASDAQ:GOOGL)


Calling all bulls, bears and party animals!


The market is closed, the bar is open. Come trade ideas at FinFest – Australia’s largest finance festival.


Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.


You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.


Leave inspired, better informed, and ready to take the next step on your investing journey.


Register your interest for early bird tickets at equitymates.com/finfest


———


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———



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.

Hosted on Acast. See acast.com/privacy for more information.

]]> What happens when one of the world’s biggest companies burns $80 billion chasing the future… and gets it wrong? Today we unpack the metaverse retreat, the real impact of rising oil tensions, and why smart investors keep buying even when markets feel shaky.


In this episode:

0:00 Meta abandons the metaverse after $80B

6:00 Oil shock, Iran tensions & market reactions

9:00 Why long-term investors shouldn’t panic

12:30 Aussie gas tax debate explained

16:40 Community stock pitch: Telix Pharmaceuticals

19:50 Portfolio update & performance check-in

20:30 Australian property market: what’s happening now


Stocks & ETFs mentioned: Telix Pharmaceuticals (ASX:TLX), Caterpillar (NYSE:CAT), Global X AI Infrastructure ETF (NASDAQ:AIQ), Catapult Group International (ASX:CAT), Pro Medicus (ASX:PME), Betashares Diversified All Growth ETF (ASX:DHHF), Alphabet (NASDAQ:GOOGL)


Calling all bulls, bears and party animals!


The market is closed, the bar is open. Come trade ideas at FinFest – Australia’s largest finance festival.


Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.


You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.


Leave inspired, better informed, and ready to take the next step on your investing journey.


Register your interest for early bird tickets at equitymates.com/finfest


———


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———



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.

Hosted on Acast. See acast.com/privacy for more information.

]]> The Data Signals That Predict Winning (and Losing) Stocks with Dr. David Allen The Data Signals That Predict Winning (and Losing) Stocks with Dr. David Allen Mon, 23 Mar 2026 18:05:00 GMT 48:56 69c0c294903cc4c2ed4c0cb5 false https://shows.acast.com/equity-mates/episodes/the-data-signals-that-predict-winning-and-losing-stocks 69c0c294903cc4c2ed4c0cb5 8c560a52-84ff-4b06-b819-f4e9bd6e85ef the-data-signals-that-predict-winning-and-losing-stocks full 11 What if you could spot the warning signs of a stock before it collapses? This week, we sit down with one of Australia’s leading quant investors, Dr. David Allen (Head of Long/Short Strategies at Plato Investment Management) to unpack the system behind 150 red flags and why just eight of them can signal serious trouble. From short selling to AI-driven investing, this episode is a masterclass in thinking like a machine.


In this episode:

0:00 Dave Allen’s investing journey

4:30 Measuring geopolitical risk

9:30 What is quant (and “quantamental”) investing?

14:30 Why growth forecasts can destroy returns

17:30 Using AI to analyse earnings calls

28:30 The red flags system explained

42:00 Current shorts + best companies


Stocks & ETFs mentioned in this episode: Plato Global Alpha Complex ETF (ASX: PGA1), Apple (NASDAQ: AAPL), Broadcom (NASDAQ: AVGO), Tesla (NASDAQ: TSLA), NVIDIA (NASDAQ: NVDA), Walmart (NYSE :WMT), Boss Energy (ASX: BOE), Guzman y Gomez (ASX: GYG), Corporate Travel Management (ASX: CTD), Treasury Wine Estates (ASX: TWE), Domino’s Pizza Enterprises (ASX: DMP), DroneShield (ASX: DRO), BrainChip (ASX: BRN), Mineral Resources (ASX: MIN)


Dave's Recommendations:

When Genius Failed: The Rise and Fall of Long-Term Capital Management by Roger Lowenstein – the story of Long-Term Capital Management and how even the smartest investors can blow up with too much leverage

Moneyball: The Art of Winning an Unfair Game by Michael Lewis – using data to remove emotion and make better decisions (the blueprint for systematic investing)


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> What if you could spot the warning signs of a stock before it collapses? This week, we sit down with one of Australia’s leading quant investors, Dr. David Allen (Head of Long/Short Strategies at Plato Investment Management) to unpack the system behind 150 red flags and why just eight of them can signal serious trouble. From short selling to AI-driven investing, this episode is a masterclass in thinking like a machine.


In this episode:

0:00 Dave Allen’s investing journey

4:30 Measuring geopolitical risk

9:30 What is quant (and “quantamental”) investing?

14:30 Why growth forecasts can destroy returns

17:30 Using AI to analyse earnings calls

28:30 The red flags system explained

42:00 Current shorts + best companies


Stocks & ETFs mentioned in this episode: Plato Global Alpha Complex ETF (ASX: PGA1), Apple (NASDAQ: AAPL), Broadcom (NASDAQ: AVGO), Tesla (NASDAQ: TSLA), NVIDIA (NASDAQ: NVDA), Walmart (NYSE :WMT), Boss Energy (ASX: BOE), Guzman y Gomez (ASX: GYG), Corporate Travel Management (ASX: CTD), Treasury Wine Estates (ASX: TWE), Domino’s Pizza Enterprises (ASX: DMP), DroneShield (ASX: DRO), BrainChip (ASX: BRN), Mineral Resources (ASX: MIN)


Dave's Recommendations:

When Genius Failed: The Rise and Fall of Long-Term Capital Management by Roger Lowenstein – the story of Long-Term Capital Management and how even the smartest investors can blow up with too much leverage

Moneyball: The Art of Winning an Unfair Game by Michael Lewis – using data to remove emotion and make better decisions (the blueprint for systematic investing)


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Why Australia is raising rates, the top 2 active ETFs & the pros and cons of trusts]]> Sun, 22 Mar 2026 18:05:00 GMT 27:40 69bcc7ff5a6f186067b40110 false https://shows.acast.com/equity-mates/episodes/why-australia-is-raising-rates-the-top-2-active-etfs 69bcc7ff5a6f186067b40110 8c560a52-84ff-4b06-b819-f4e9bd6e85ef why-australia-is-raising-rates-the-top-2-active-etfs full 11 Rates are climbing, oil is ripping, and once again the data shows most fund managers can’t beat the market. In this episode, we break down what’s driving global markets, uncover the top-performing active ETFs in Australia, and answer Andrew's question on whether trusts are actually worth it.


In this episode:

0:00 Global markets update: rates & inflation

3:16 Why Australia is out of sync with the world

4:31 Oil surge and the obvious trade

7:08 SPIVA report: active vs passive

9:12 Best performing active ETFs in Australia

14:55 ETF deep dive: what’s inside the winners

15:39 Community question: should you use a trust?


Stocks & ETFs mentioned in this episode: Betashares Crude Oil Index ETF (ASX: OOO), Shell (LON: SHEL), Exxon Mobil (NYSE: XOM), Chevron (NYSE: CVX), Woodside Energy (ASX: WDS), Santos (ASX: STO), Dimensional Global Value Trust Active ETF (ASX: DGVA), Vanguard Global Value Equity Active ETF (ASX: VVLU), JPMorgan Chase (NYSE: JPM), Micron Technology (NASDAQ: MU), Alphabet (NASDAQ: GOOGL), Johnson & Johnson (NYSE: JNJ), Amazon (NASDAQ: AMZN), Berkshire Hathaway (NYSE: BRK.B), Cisco Systems (NASDAQ: CSCO), General Motors (NYSE: GM), Comcast (NASDAQ: CMCSA), Verizon (NYSE: VZ), Bristol-Myers Squibb (NYSE: BMY), Pfizer (NYSE: PFE), CVS Health (NYSE: CVS), Barclays (LON: BARC), AT&T (NYSE: T), HCA Healthcare (NYSE: HCA), EOG Resources (NYSE: EOG), Global X Ultra Short Nasdaq 100 Complex ETF (ASX: SNAS), Betashares US Strong Bear Complex ETF (ASX: BBUS), Betashares Global Banks ETF (ASX: BNKS)


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> Rates are climbing, oil is ripping, and once again the data shows most fund managers can’t beat the market. In this episode, we break down what’s driving global markets, uncover the top-performing active ETFs in Australia, and answer Andrew's question on whether trusts are actually worth it.


In this episode:

0:00 Global markets update: rates & inflation

3:16 Why Australia is out of sync with the world

4:31 Oil surge and the obvious trade

7:08 SPIVA report: active vs passive

9:12 Best performing active ETFs in Australia

14:55 ETF deep dive: what’s inside the winners

15:39 Community question: should you use a trust?


Stocks & ETFs mentioned in this episode: Betashares Crude Oil Index ETF (ASX: OOO), Shell (LON: SHEL), Exxon Mobil (NYSE: XOM), Chevron (NYSE: CVX), Woodside Energy (ASX: WDS), Santos (ASX: STO), Dimensional Global Value Trust Active ETF (ASX: DGVA), Vanguard Global Value Equity Active ETF (ASX: VVLU), JPMorgan Chase (NYSE: JPM), Micron Technology (NASDAQ: MU), Alphabet (NASDAQ: GOOGL), Johnson & Johnson (NYSE: JNJ), Amazon (NASDAQ: AMZN), Berkshire Hathaway (NYSE: BRK.B), Cisco Systems (NASDAQ: CSCO), General Motors (NYSE: GM), Comcast (NASDAQ: CMCSA), Verizon (NYSE: VZ), Bristol-Myers Squibb (NYSE: BMY), Pfizer (NYSE: PFE), CVS Health (NYSE: CVS), Barclays (LON: BARC), AT&T (NYSE: T), HCA Healthcare (NYSE: HCA), EOG Resources (NYSE: EOG), Global X Ultra Short Nasdaq 100 Complex ETF (ASX: SNAS), Betashares US Strong Bear Complex ETF (ASX: BBUS), Betashares Global Banks ETF (ASX: BNKS)


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> Think beyond dividends: Income options for all investors with Tom Wickenden Think beyond dividends: Income options for all investors with Tom Wickenden Thu, 19 Mar 2026 18:05:00 GMT 36:04 69bb9446b3d61be81d18a188 false https://shows.acast.com/equity-mates/episodes/think-beyond-dividends-income-options-for-all-investors-with 69bb9446b3d61be81d18a188 8c560a52-84ff-4b06-b819-f4e9bd6e85ef think-beyond-dividends-income-options-for-all-investors-with full 11 Income investing isn’t just about bank dividends anymore. From options strategies to royalties and leveraged credit, the menu has exploded and investors are taking notice. In this episode, Tom Wickenden (Betashares) breaks down the modern income toolkit and how to actually use it.


In this episode:

0:00 Why income investing is booming (even for younger investors)

6:50 The full menu: dividends, bonds, REITs, infrastructure & beyond

12:45 ETF jargon decoded: dividend vs high yield vs options strategies

18:30 Royalties explained (and why they’re so powerful)

22:00 Leveraged credit ETFs and the role of gearing

26:20 Building an all-weather income portfolio

32:00 Final thoughts + investing advice


Stocks & ETFs mentioned in this episode: Betashares Australian Enhanced Credit Income Complex ETF (ASX: ECRD),Betashares Australian Top 20 Equity Yield Maximiser ETF (ASX: YMAX), Australian Dividend Harvester Active ETF ETF (ASX: HVST), Betashares Australian High Interest Cash ETF (ASX: AAA), Betashares Global Royalties ETF (ASX: ROYL), Betashares Australian Government Bond ETF (ASX: AGVT), Betashares Subordinated Debt ETF (ASX: BSUB), Betashares Interest Rate Hedged Australian Investment Grade Corporate Bond ETF (ASX: HCRD), Betashares Global Infrastructure ETF (ASX: TOLL)


Podcasts mentioned: Odd Lots


If you’re looking for regular income, the Betashares Australian Enhanced Credit Income Complex ETF (ASX: ECRD) aims to provide investors with a high level of income through exposure to a portfolio of investment grade, Australian fixed income securities, with yields enhanced through the use of gearing. ECRD is designed for income-focused investors seeking returns beyond what you might get from traditional fixed income but remember, gearing can magnify gains and losses. Learn more at betashares.com.au. Read the PDS and TMD and consider if the Fund is right for you. Betashares Capital Limited is the issuer.


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> Income investing isn’t just about bank dividends anymore. From options strategies to royalties and leveraged credit, the menu has exploded and investors are taking notice. In this episode, Tom Wickenden (Betashares) breaks down the modern income toolkit and how to actually use it.


In this episode:

0:00 Why income investing is booming (even for younger investors)

6:50 The full menu: dividends, bonds, REITs, infrastructure & beyond

12:45 ETF jargon decoded: dividend vs high yield vs options strategies

18:30 Royalties explained (and why they’re so powerful)

22:00 Leveraged credit ETFs and the role of gearing

26:20 Building an all-weather income portfolio

32:00 Final thoughts + investing advice


Stocks & ETFs mentioned in this episode: Betashares Australian Enhanced Credit Income Complex ETF (ASX: ECRD),Betashares Australian Top 20 Equity Yield Maximiser ETF (ASX: YMAX), Australian Dividend Harvester Active ETF ETF (ASX: HVST), Betashares Australian High Interest Cash ETF (ASX: AAA), Betashares Global Royalties ETF (ASX: ROYL), Betashares Australian Government Bond ETF (ASX: AGVT), Betashares Subordinated Debt ETF (ASX: BSUB), Betashares Interest Rate Hedged Australian Investment Grade Corporate Bond ETF (ASX: HCRD), Betashares Global Infrastructure ETF (ASX: TOLL)


Podcasts mentioned: Odd Lots


If you’re looking for regular income, the Betashares Australian Enhanced Credit Income Complex ETF (ASX: ECRD) aims to provide investors with a high level of income through exposure to a portfolio of investment grade, Australian fixed income securities, with yields enhanced through the use of gearing. ECRD is designed for income-focused investors seeking returns beyond what you might get from traditional fixed income but remember, gearing can magnify gains and losses. Learn more at betashares.com.au. Read the PDS and TMD and consider if the Fund is right for you. Betashares Capital Limited is the issuer.


Want to get involved in the podcast? Record a voice note or send us a message


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Bryce’s top 5 healthcare picks, 2 quality additions to the Community Portfolio & Gen Z’s $6 billion boom]]> Wed, 18 Mar 2026 18:05:00 GMT 34:28 69ba51701753a09385fbee74 false https://shows.acast.com/equity-mates/episodes/bryces-top-5-healthcare-picks 69ba51701753a09385fbee74 8c560a52-84ff-4b06-b819-f4e9bd6e85ef bryces-top-5-healthcare-picks full 11 In this episode, we unpack the surprising growth in healthcare trends, build a 5-stock portfolio for the future of medicine, and overhaul the rules of the Equity Mates community portfolio.


0:00 The Gen Z $6b boom

5:30 How to invest in the trend

7:20 Building a healthcare portfolio

8:40 Eli Lilly & GLP-1 dominance

10:30 ProMedicus & Intuitive Surgical

14:05 TransMedics & CSL breakdown

20:50 Community portfolio updates + Ashleigh's Caterpillar pitch


Stocks & ETFs mentioned in this episode: Eli Lilly (NYSE:LLY), ProMedicus (ASX:PME), Intuitive Surgical (NASDAQ:ISRG), TransMedics (NASDAQ:TMDX), CSL (ASX:CSL), Caterpillar (NYSE:CAT), Betashares Diversified All Growth ETF (ASX:DHHF), Playside Studios (ASX:PLY), Link Administration Holdings (ASX:LNK), Global X Artificial Intelligence Infrastructure ETF (ASX:GXAI)


———


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> In this episode, we unpack the surprising growth in healthcare trends, build a 5-stock portfolio for the future of medicine, and overhaul the rules of the Equity Mates community portfolio.


0:00 The Gen Z $6b boom

5:30 How to invest in the trend

7:20 Building a healthcare portfolio

8:40 Eli Lilly & GLP-1 dominance

10:30 ProMedicus & Intuitive Surgical

14:05 TransMedics & CSL breakdown

20:50 Community portfolio updates + Ashleigh's Caterpillar pitch


Stocks & ETFs mentioned in this episode: Eli Lilly (NYSE:LLY), ProMedicus (ASX:PME), Intuitive Surgical (NASDAQ:ISRG), TransMedics (NASDAQ:TMDX), CSL (ASX:CSL), Caterpillar (NYSE:CAT), Betashares Diversified All Growth ETF (ASX:DHHF), Playside Studios (ASX:PLY), Link Administration Holdings (ASX:LNK), Global X Artificial Intelligence Infrastructure ETF (ASX:GXAI)


———


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> Ask an Adviser: Why building wealth starts with cash flow - Alex Luck Ask an Adviser: Why building wealth starts with cash flow - Alex Luck Mon, 16 Mar 2026 18:05:00 GMT 43:37 69b7a273cad04b6222a438fc false https://shows.acast.com/equity-mates/episodes/ask-an-adviser-why-building-wealth-starts-with-cash-flow 69b7a273cad04b6222a438fc 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ask-an-adviser-why-building-wealth-starts-with-cash-flow full 11 Financial adviser Alex Luck (Everest Wealth) explains why cashflow is the most overlooked lever in personal finance, how most people miscalculate what they actually save, and the simple systems that can unlock hundreds more per month to invest.


In this episode:

0:00 Why cashflow is the foundation of every financial plan

4:45 The truth about what people think they save vs reality

11:40 The bucket system: a simple way to manage spending

18:20 Setting up accounts for couples and avoiding money arguments

24:25 Why improving cashflow can bring financial goals forward years

27:23 Tax optimisation: salary packaging, novated leases & common mistakes

36:43 Super, trusts and structuring your investments properly


———


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> Financial adviser Alex Luck (Everest Wealth) explains why cashflow is the most overlooked lever in personal finance, how most people miscalculate what they actually save, and the simple systems that can unlock hundreds more per month to invest.


In this episode:

0:00 Why cashflow is the foundation of every financial plan

4:45 The truth about what people think they save vs reality

11:40 The bucket system: a simple way to manage spending

18:20 Setting up accounts for couples and avoiding money arguments

24:25 Why improving cashflow can bring financial goals forward years

27:23 Tax optimisation: salary packaging, novated leases & common mistakes

36:43 Super, trusts and structuring your investments properly


———


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[We're panic buying & the most bullish Mr Beat Up yet]]> Sun, 15 Mar 2026 18:05:00 GMT 29:53 69b3b00f91324664dfb4e6b0 false https://shows.acast.com/equity-mates/episodes/were-panic-buying 69b3b00f91324664dfb4e6b0 8c560a52-84ff-4b06-b819-f4e9bd6e85ef were-panic-buying full 11 Bryce and Ren break down why market volatility is the price of admission for long-term investors and how to think about big sell-offs. Then Mr. Beat Up returns with a stock that’s fallen 80%...is it a broken story or a massive opportunity?


Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.


You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.


Leave inspired, better informed, and ready to take the next step on your investing journey.


Register your interest for early bird tickets at equitymates.com/finfest


In this episode:

00:00 Why markets panicked last week (and why we were buying)

02:17 The Monday sell-off: jobs data, oil spike & geopolitical fears

05:06 The real lesson: market drops happen more often than you think

07:42 Why simple investing strategies beat panic selling

09:09 Panic buying: how we approached the dip

10:21 Mr. Beat Up returns: analysing an 80% stock crash

14:12 What caused Duolingo’s massive fall (AI narrative + strategy shift)

17:12 Does Duolingo actually have a moat?

24:57 Valuation check: is the stock now mispriced?


Clip featured from Bloomberg News, watch the full interview here.


———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

———

Looking for some of our favourite research tools?

———

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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> Bryce and Ren break down why market volatility is the price of admission for long-term investors and how to think about big sell-offs. Then Mr. Beat Up returns with a stock that’s fallen 80%...is it a broken story or a massive opportunity?


Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.


You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.


Leave inspired, better informed, and ready to take the next step on your investing journey.


Register your interest for early bird tickets at equitymates.com/finfest


In this episode:

00:00 Why markets panicked last week (and why we were buying)

02:17 The Monday sell-off: jobs data, oil spike & geopolitical fears

05:06 The real lesson: market drops happen more often than you think

07:42 Why simple investing strategies beat panic selling

09:09 Panic buying: how we approached the dip

10:21 Mr. Beat Up returns: analysing an 80% stock crash

14:12 What caused Duolingo’s massive fall (AI narrative + strategy shift)

17:12 Does Duolingo actually have a moat?

24:57 Valuation check: is the stock now mispriced?


Clip featured from Bloomberg News, watch the full interview here.


———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

———

Looking for some of our favourite research tools?

———

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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> What an AI-Powered Future Could Look Like with Alex Pollak What an AI-Powered Future Could Look Like with Alex Pollak Thu, 12 Mar 2026 18:05:00 GMT 40:09 69b24a0ebba705d7aa565538 false https://shows.acast.com/equity-mates/episodes/what-an-ai-powered-future-could-look-like-with-alex-pollak 69b24a0ebba705d7aa565538 8c560a52-84ff-4b06-b819-f4e9bd6e85ef what-an-ai-powered-future-could-look-like-with-alex-pollak full 11 Will humanoid robots become household appliances? Will AI agents replace keyboards, book our travel, and make decisions on our behalf? In this episode, Alex Pollak from Loftus Peak helps us think through the probabilities of an AI-powered future, from drug discovery and autonomy to the companies best placed to win if it all plays out.


This episode has been sponsored by Loftus Peak. Support from partners like Loftus Peak help us keep all of our content free.


If you want to learn more about Loftus Peak's Global Disruption active ETF (ASX:LGPD) head here.


In this episode:

00:00 Why now is the time to talk AI disruption again

2:49 Alex Pollak joins: from journalism to investing

6:58 Nvidia, AI winners and the software selloff

12:25 Old economy vs AI: China, CATL, BYD and where diversification is coming from

22:55 Humanoid robots, robo-taxis and other big AI predictions

34:35 Skynet, existential risk and the darker side of AI

36:03 The best company Alex has ever seen

37:15 Podcasts, resources and advice for young investors


Stocks and ETFs mentioned: Loftus Peak Global Disruption Active ETF (ASX: LPGD), Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), AMD (NASDAQ: AMD), Pro Medicus (ASX: PME), Salesforce (NYSE: CRM), DoorDash (NASDAQ: DASH), Uber Technologies (NYSE: UBER), Thomson Reuters (NYSE: TRI), CATL, BYD (HKG: 1211), Xiaomi (HKG: 1810), Tencent (HKG: 0700), Alibaba Group (NYSE: BABA), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Tesla (NASDAQ: TSLA), Deere & Company (NYSE: DE), Microsoft (NASDAQ: MSFT), Gemini, Claude, ChatGPT, Unitree Robotics, ASML Holding (NASDAQ: ASML)


———


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> Will humanoid robots become household appliances? Will AI agents replace keyboards, book our travel, and make decisions on our behalf? In this episode, Alex Pollak from Loftus Peak helps us think through the probabilities of an AI-powered future, from drug discovery and autonomy to the companies best placed to win if it all plays out.


This episode has been sponsored by Loftus Peak. Support from partners like Loftus Peak help us keep all of our content free.


If you want to learn more about Loftus Peak's Global Disruption active ETF (ASX:LGPD) head here.


In this episode:

00:00 Why now is the time to talk AI disruption again

2:49 Alex Pollak joins: from journalism to investing

6:58 Nvidia, AI winners and the software selloff

12:25 Old economy vs AI: China, CATL, BYD and where diversification is coming from

22:55 Humanoid robots, robo-taxis and other big AI predictions

34:35 Skynet, existential risk and the darker side of AI

36:03 The best company Alex has ever seen

37:15 Podcasts, resources and advice for young investors


Stocks and ETFs mentioned: Loftus Peak Global Disruption Active ETF (ASX: LPGD), Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), AMD (NASDAQ: AMD), Pro Medicus (ASX: PME), Salesforce (NYSE: CRM), DoorDash (NASDAQ: DASH), Uber Technologies (NYSE: UBER), Thomson Reuters (NYSE: TRI), CATL, BYD (HKG: 1211), Xiaomi (HKG: 1810), Tencent (HKG: 0700), Alibaba Group (NYSE: BABA), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Tesla (NASDAQ: TSLA), Deere & Company (NYSE: DE), Microsoft (NASDAQ: MSFT), Gemini, Claude, ChatGPT, Unitree Robotics, ASML Holding (NASDAQ: ASML)


———


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[McDonald's has lost its crown, why boring stocks are winning & 4 reasons to sell ]]> Wed, 11 Mar 2026 18:05:00 GMT 28:16 69b0fa3da9beefe722ae0177 false https://shows.acast.com/equity-mates/episodes/mcdonalds-has-lost-its-crown 69b0fa3da9beefe722ae0177 8c560a52-84ff-4b06-b819-f4e9bd6e85ef mcdonalds-has-lost-its-crown full 11 McDonald's is no longer the largest restaurant chain, and a new “Halo Trade” has investors flocking to boring, old-school stocks. Then, we help a listener with a tough decision: when to sell underperforming stocks.


PLUS: Calling all bulls, bears and party animals!


The market is closed, the bar is open. Come trade ideas at FinFest – Australia’s largest finance festival.


Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.


You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.


Leave inspired, better informed, and ready to take the next step on your investing journey.


Register your interest for early bird tickets at equitymates.com/finfest


In this episode:

00:00 FinFest 2026 announcement!

3:00 McDonald's dethroned by Mixue: The rise of bubble tea

7:04 Mixue’s business model vs McDonald’s

9:15 The "Halo Trade" & the battle of boring stocks

11:00 Why boring stocks are outperforming tech

13:10 Investors are panicked over AI disruption

16:30 Opportunity cost: When to sell a stock

23:00 When should you cut losses in your portfolio?


Stocks & ETFs mentioned in this episode:

McDonald's (NYSE: MCD), Starbucks (NASDAQ: SBUX), Walmart (NYSE: WMT), Caterpillar (NYSE: CAT), Target (NYSE: TGT), Hershey (NYSE: HSY), Colgate-Palmolive (NYSE: CL), Thomson Reuters (NYSE: TRI), ProMedicus (ASX: PME), Algorand (ALGO), Wix (NASDAQ: WIX).


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> McDonald's is no longer the largest restaurant chain, and a new “Halo Trade” has investors flocking to boring, old-school stocks. Then, we help a listener with a tough decision: when to sell underperforming stocks.


PLUS: Calling all bulls, bears and party animals!


The market is closed, the bar is open. Come trade ideas at FinFest – Australia’s largest finance festival.


Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.


You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.


Leave inspired, better informed, and ready to take the next step on your investing journey.


Register your interest for early bird tickets at equitymates.com/finfest


In this episode:

00:00 FinFest 2026 announcement!

3:00 McDonald's dethroned by Mixue: The rise of bubble tea

7:04 Mixue’s business model vs McDonald’s

9:15 The "Halo Trade" & the battle of boring stocks

11:00 Why boring stocks are outperforming tech

13:10 Investors are panicked over AI disruption

16:30 Opportunity cost: When to sell a stock

23:00 When should you cut losses in your portfolio?


Stocks & ETFs mentioned in this episode:

McDonald's (NYSE: MCD), Starbucks (NASDAQ: SBUX), Walmart (NYSE: WMT), Caterpillar (NYSE: CAT), Target (NYSE: TGT), Hershey (NYSE: HSY), Colgate-Palmolive (NYSE: CL), Thomson Reuters (NYSE: TRI), ProMedicus (ASX: PME), Algorand (ALGO), Wix (NASDAQ: WIX).


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[War in Iran, AI Disruption & the Software Selloff: Where Todd Hoare sees Opportunity]]> Mon, 09 Mar 2026 18:05:00 GMT 54:10 69ae63f8694715770e11bb4f false https://shows.acast.com/equity-mates/episodes/war-in-iran-ai-disruption-the-software-selloff 69ae63f8694715770e11bb4f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef war-in-iran-ai-disruption-the-software-selloff full 11 AI is breaking software, geopolitics is dominating headlines, and investors are trying to work out what actually matters.


Todd Hoare from LGT Wealth Management explains why disruption can be bullish, where the real productivity dividend from AI is showing up, and how to build portfolios that can survive not just the next five years but the next generation.


In this episode:

00:00 What Australia can learn from New York, Hong Kong and global markets

5:08 Iran, geopolitics and whether portfolios should change

10:36 Why AI disruption is bullish

17:39 Has software bottomed? Where AI is really creating winners and losers

22:13 Real-world AI productivity: from freight to finance

33:49 Building portfolios for the truly long term

42:55 The best businesses, best resources and advice for young investors


Stocks & ETFs mentioned in this episode: Atlassian (NASDAQ: TEAM), Trello, Pro Medicus (ASX: PME), Thomson Reuters (NYSE: TRI), Salesforce (NYSE: CRM), monday.com (NASDAQ: MNDY), Xero (ASX: XRO), Block (NYSE: XYZ), Wisetech Global (ASX: WTC), C.H. Robinson Worldwide (NASDAQ: CHRW), ASML Holding (NASDAQ: ASML), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Nvidia (NASDAQ: NVDA), Johnson & Johnson (NYSE: JNJ), Microsoft (NASDAQ: MSFT), Berkshire Hathaway (NYSE: BRK.B).


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> AI is breaking software, geopolitics is dominating headlines, and investors are trying to work out what actually matters.


Todd Hoare from LGT Wealth Management explains why disruption can be bullish, where the real productivity dividend from AI is showing up, and how to build portfolios that can survive not just the next five years but the next generation.


In this episode:

00:00 What Australia can learn from New York, Hong Kong and global markets

5:08 Iran, geopolitics and whether portfolios should change

10:36 Why AI disruption is bullish

17:39 Has software bottomed? Where AI is really creating winners and losers

22:13 Real-world AI productivity: from freight to finance

33:49 Building portfolios for the truly long term

42:55 The best businesses, best resources and advice for young investors


Stocks & ETFs mentioned in this episode: Atlassian (NASDAQ: TEAM), Trello, Pro Medicus (ASX: PME), Thomson Reuters (NYSE: TRI), Salesforce (NYSE: CRM), monday.com (NASDAQ: MNDY), Xero (ASX: XRO), Block (NYSE: XYZ), Wisetech Global (ASX: WTC), C.H. Robinson Worldwide (NASDAQ: CHRW), ASML Holding (NASDAQ: ASML), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Nvidia (NASDAQ: NVDA), Johnson & Johnson (NYSE: JNJ), Microsoft (NASDAQ: MSFT), Berkshire Hathaway (NYSE: BRK.B).


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Don’t panic sell, an Aussie minerals community stock pick & Emerging markets 101]]> Sun, 08 Mar 2026 18:05:00 GMT 38:16 69aa6a65c2eb2fc3ab0cb292 false https://shows.acast.com/equity-mates/episodes/dont-panic-sell 69aa6a65c2eb2fc3ab0cb292 8c560a52-84ff-4b06-b819-f4e9bd6e85ef dont-panic-sell full 11 There’s a lot happening in the world right now, but we have one message: don’t panic sell! Bryce and Ren unpack why markets have historically held up through geopolitical shocks, reveal the first sale in the community portfolio, and break down what “emerging markets” actually means because for most investors, it’s probably not what they think.


In this episode:

00:00 Iran, markets and why you shouldn’t panic sell

6:14 Australian GDP: when good news is bad news

7:59 Tim Wilson’s BBOZ disaster

10:47 Community Portfolio update: first sale + where performance sits

13:22 James pitches LinQ Minerals (LNQ)

19:21 Emerging Markets 101: what they are and why they’re ripping

34:55 How to invest in emerging markets without doubling up


Stocks & ETFs mentioned: Betashares Australian Equities Strong Bear Hedge Fund (ASX: BBOZ), Nanoveu (ASX: NVU), Global X Artificial Intelligence Infrastructure ETF (ASX: AIQ), LinQ Minerals (ASX: LNQ), Betashares Australia 200 ETF (ASX: A200), Betashares Global Shares ETF (ASX: BGBL), iShares MSCI Emerging Markets ETF (ASX: IEM), Vanguard FTSE Emerging Markets Shares ETF (ASX: VGE), VanEck MSCI Multifactor Emerging Markets Equity ETF (ASX: EMKT), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX: VAE), Betashares Emerging Markets Complex ETF (ASX: BEMG), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Samsung Electronics (KRX: 005930), Tencent (HKG: 0700), Alibaba Group (NYSE: BABA), SK Hynix (KRX: 000660), HDFC Bank (NSE: HDFCBANK), Reliance Industries (NSE: RELIANCE), MercadoLibre (NASDAQ: MELI), Nu Holdings (NYSE: NU), DLocal (NASDAQ: DLO).


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> There’s a lot happening in the world right now, but we have one message: don’t panic sell! Bryce and Ren unpack why markets have historically held up through geopolitical shocks, reveal the first sale in the community portfolio, and break down what “emerging markets” actually means because for most investors, it’s probably not what they think.


In this episode:

00:00 Iran, markets and why you shouldn’t panic sell

6:14 Australian GDP: when good news is bad news

7:59 Tim Wilson’s BBOZ disaster

10:47 Community Portfolio update: first sale + where performance sits

13:22 James pitches LinQ Minerals (LNQ)

19:21 Emerging Markets 101: what they are and why they’re ripping

34:55 How to invest in emerging markets without doubling up


Stocks & ETFs mentioned: Betashares Australian Equities Strong Bear Hedge Fund (ASX: BBOZ), Nanoveu (ASX: NVU), Global X Artificial Intelligence Infrastructure ETF (ASX: AIQ), LinQ Minerals (ASX: LNQ), Betashares Australia 200 ETF (ASX: A200), Betashares Global Shares ETF (ASX: BGBL), iShares MSCI Emerging Markets ETF (ASX: IEM), Vanguard FTSE Emerging Markets Shares ETF (ASX: VGE), VanEck MSCI Multifactor Emerging Markets Equity ETF (ASX: EMKT), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX: VAE), Betashares Emerging Markets Complex ETF (ASX: BEMG), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Samsung Electronics (KRX: 005930), Tencent (HKG: 0700), Alibaba Group (NYSE: BABA), SK Hynix (KRX: 000660), HDFC Bank (NSE: HDFCBANK), Reliance Industries (NSE: RELIANCE), MercadoLibre (NASDAQ: MELI), Nu Holdings (NYSE: NU), DLocal (NASDAQ: DLO).


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> 4 steps to find winning software stocks with Ben Arnold 4 steps to find winning software stocks with Ben Arnold Thu, 05 Mar 2026 18:01:00 GMT 42:44 69a92c24345da197e0311110 false https://shows.acast.com/equity-mates/episodes/4-steps-to-find-winning-software-stocks-with-ben-arnold 69a92c24345da197e0311110 8c560a52-84ff-4b06-b819-f4e9bd6e85ef 4-steps-to-find-winning-software-stocks-with-ben-arnold full 11 What if AI turns out to be less “bubble vs boom” and more a stress test for who can actually turn $660 billion of capex into revenue?


Ben Arnold, Investment Director, Global Equities at Schroders shares the framework his team is using to judge the AI spend and why 2026 is a reminder that your opportunity set is much bigger than the Mag 7.


In this episode:

00:00:00 Investing Beyond The Mag Seven

00:03:34 AI Spending: Boom Or Bubble?

00:10:01 Why This Isn’t Another Dotcom

00:19:32 Finding Opportunities At Market Highs

00:25:31 Two Global Stocks With Upside

00:36:51 One Exceptional Company Explained


Links Mentioned: 🎧 listen to our interview with Portfolio Manager Frank Thormann from Sept, 2025 


Stocks and ETFs mentioned:

Schroder Global Equity Alpha Fund (ASX: ALPH)

Oracle Corporation (NYSE: ORCL)

Alphabet Inc. (NASDAQ: GOOGL)

Microsoft Corporation (NASDAQ: MSFT)

Amazon.com, Inc. (NASDAQ: AMZN)

NVIDIA Corporation (NASDAQ: NVDA)

Broadcom Inc. (NASDAQ: AVGO)

Arista Networks, Inc. (NYSE: ANET)

Monster Beverage Corporation (NASDAQ: MNST)

Morgan Stanley (NYSE: MS)

Tesco PLC (LSE: TSCO)

GSK plc (LSE: GSK)

AstraZeneca PLC (LSE: AZN)

Commonwealth Bank of Australia (ASX: CBA)

Tapestry, Inc. (NYSE: TPR)

Zoom Communications, Inc. (NASDAQ: ZM)


————


This episode is sponsored by Schroders.

You can also find information on investing in the Schroder Global Equity Alpha Fund (ASX: ALPH) here.

————

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates?

Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

———

Looking for some of our favourite research tools?

———

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.

]]> What if AI turns out to be less “bubble vs boom” and more a stress test for who can actually turn $660 billion of capex into revenue?


Ben Arnold, Investment Director, Global Equities at Schroders shares the framework his team is using to judge the AI spend and why 2026 is a reminder that your opportunity set is much bigger than the Mag 7.


In this episode:

00:00:00 Investing Beyond The Mag Seven

00:03:34 AI Spending: Boom Or Bubble?

00:10:01 Why This Isn’t Another Dotcom

00:19:32 Finding Opportunities At Market Highs

00:25:31 Two Global Stocks With Upside

00:36:51 One Exceptional Company Explained


Links Mentioned: 🎧 listen to our interview with Portfolio Manager Frank Thormann from Sept, 2025 


Stocks and ETFs mentioned:

Schroder Global Equity Alpha Fund (ASX: ALPH)

Oracle Corporation (NYSE: ORCL)

Alphabet Inc. (NASDAQ: GOOGL)

Microsoft Corporation (NASDAQ: MSFT)

Amazon.com, Inc. (NASDAQ: AMZN)

NVIDIA Corporation (NASDAQ: NVDA)

Broadcom Inc. (NASDAQ: AVGO)

Arista Networks, Inc. (NYSE: ANET)

Monster Beverage Corporation (NASDAQ: MNST)

Morgan Stanley (NYSE: MS)

Tesco PLC (LSE: TSCO)

GSK plc (LSE: GSK)

AstraZeneca PLC (LSE: AZN)

Commonwealth Bank of Australia (ASX: CBA)

Tapestry, Inc. (NYSE: TPR)

Zoom Communications, Inc. (NASDAQ: ZM)


————


This episode is sponsored by Schroders.

You can also find information on investing in the Schroder Global Equity Alpha Fund (ASX: ALPH) here.

————

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates?

Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

———

Looking for some of our favourite research tools?

———

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.

]]> <![CDATA[The eBay harassment scandal, RAMageddon explained & Pimp My Portfolio with Matt Ingram]]> Wed, 04 Mar 2026 18:05:00 GMT 33:27 69a7c2cc47994e3427f4c99a false https://shows.acast.com/equity-mates/episodes/the-ebay-harassment-scandal 69a7c2cc47994e3427f4c99a 8c560a52-84ff-4b06-b819-f4e9bd6e85ef the-ebay-harassment-scandal full 11 A wild eBay stalking scandal, a global DRAM shortage reshapes consumer tech pricing, and Matt Ingram helps community member Maddison simplify a heavily thematic ETF portfolio with a big Nvidia exposure.


In this episode:

00:00 eBay stalking scandal: what happened

07:14 eBay fallout: pleas, severance, board governance

09:23 RAMageddon: what DRAM is and why AI is driving shortage

14:18 Winners: DRAM stocks ripping 

17:28 Phones + broader electronics inflation pressures

20:49 Pimp My Portfolio: Maddison + Matt Ingram

21:15 Portfolio breakdown (index ETFs, thematics, stocks)

26:56 Core simplification 

27:42 Thematics: what to drop, what to consider

31:24 DCA + using gains for life flexibility


Stocks and ETFs mentioned: eBay (NASDAQ:EBAY), Micron Technology (NASDAQ:MU), SK Hynix (KRX:000660), Samsung Electronics (KRX:005930), Tesla (NASDAQ:TSLA), NVIDIA (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Betashares Diversified All Growth ETF (ASX:DHHF), Betashares Asia Technology Tigers ETF (ASX:ASIA), Betashares Global Cybersecurity ETF (ASX:HACK), Betashares Sustainability Leaders ETF (ASX:ETHI), VanEck FANG+ ETF (ASX:FANG), Vanguard Total US Market ETF (NYSE:VTI), Vanguard US Total Market Shares Index ETF (ASX:VTS), Vanguard MSCI Index International Shares ETF (ASX:VGS), BetaShares Australia 200 ETF (ASX:A200), BetaShares NASDAQ 100 ETF (ASX:NDQ).


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> A wild eBay stalking scandal, a global DRAM shortage reshapes consumer tech pricing, and Matt Ingram helps community member Maddison simplify a heavily thematic ETF portfolio with a big Nvidia exposure.


In this episode:

00:00 eBay stalking scandal: what happened

07:14 eBay fallout: pleas, severance, board governance

09:23 RAMageddon: what DRAM is and why AI is driving shortage

14:18 Winners: DRAM stocks ripping 

17:28 Phones + broader electronics inflation pressures

20:49 Pimp My Portfolio: Maddison + Matt Ingram

21:15 Portfolio breakdown (index ETFs, thematics, stocks)

26:56 Core simplification 

27:42 Thematics: what to drop, what to consider

31:24 DCA + using gains for life flexibility


Stocks and ETFs mentioned: eBay (NASDAQ:EBAY), Micron Technology (NASDAQ:MU), SK Hynix (KRX:000660), Samsung Electronics (KRX:005930), Tesla (NASDAQ:TSLA), NVIDIA (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Betashares Diversified All Growth ETF (ASX:DHHF), Betashares Asia Technology Tigers ETF (ASX:ASIA), Betashares Global Cybersecurity ETF (ASX:HACK), Betashares Sustainability Leaders ETF (ASX:ETHI), VanEck FANG+ ETF (ASX:FANG), Vanguard Total US Market ETF (NYSE:VTI), Vanguard US Total Market Shares Index ETF (ASX:VTS), Vanguard MSCI Index International Shares ETF (ASX:VGS), BetaShares Australia 200 ETF (ASX:A200), BetaShares NASDAQ 100 ETF (ASX:NDQ).


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> Ask an Adviser: Debt Recycling - Everything you need to know | Dylan Pargiter-Green Ask an Adviser: Debt Recycling - Everything you need to know | Dylan Pargiter-Green Mon, 02 Mar 2026 18:05:00 GMT 43:25 69a52245b79b8561373b697d false https://shows.acast.com/equity-mates/episodes/ask-an-adviser-debt-recycling 69a52245b79b8561373b697d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ask-an-adviser-debt-recycling full 11 Dylan Pargiter-Green (Boldwealth) answers the Equity Mates community’s biggest questions on debt recycling, including a walkthrough of Dylan’s free debt recycling calculator and the common mistakes that cause tax-time headaches.


In this episode:

00:00 – King of the Case Study turns calculator builder

02:41 – Debt Recycling Explained (30 Seconds or Less)

05:25 – Is Debt Recycling More Risky?

11:10 – Who Is Debt Recycling Actually For?

14:04 – Worked Example: Plugging Numbers Into the Calculator

26:15 – Quickfire: Tax Brackets & Benefits

29:46 – Common Mistakes To Avoid

40:29 – The One Thing Most Australians Get Wrong

41:57 – Free Calculator + How To Speak To Dylan


👉 Try Dylan's calculator here.

👉 If you’d like to speak to Dylan and the Boldwealth team about your personal situation, head to equitymates.com/advice.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> Dylan Pargiter-Green (Boldwealth) answers the Equity Mates community’s biggest questions on debt recycling, including a walkthrough of Dylan’s free debt recycling calculator and the common mistakes that cause tax-time headaches.


In this episode:

00:00 – King of the Case Study turns calculator builder

02:41 – Debt Recycling Explained (30 Seconds or Less)

05:25 – Is Debt Recycling More Risky?

11:10 – Who Is Debt Recycling Actually For?

14:04 – Worked Example: Plugging Numbers Into the Calculator

26:15 – Quickfire: Tax Brackets & Benefits

29:46 – Common Mistakes To Avoid

40:29 – The One Thing Most Australians Get Wrong

41:57 – Free Calculator + How To Speak To Dylan


👉 Try Dylan's calculator here.

👉 If you’d like to speak to Dylan and the Boldwealth team about your personal situation, head to equitymates.com/advice.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Monthly Portfolio Update - February 2026 Our Monthly Portfolio Update - February 2026 Sun, 01 Mar 2026 18:05:00 GMT 39:26 69a118ba519334f049bf133a false https://shows.acast.com/equity-mates/episodes/our-monthly-portfolio-update-february-2026 69a118ba519334f049bf133a 8c560a52-84ff-4b06-b819-f4e9bd6e85ef our-monthly-portfolio-update-february-2026 full 11 Bryce and Ren reveal what they bought, what sold, what performed, and what absolutely didn’t. Bryce goes deep on new positions and private equity allocations, while Ren unpacks what’s really driving returns and takes a deep dive into a new portfolio addition, Clean Harbors.


In this episode:

0:00 Monthly portfolio check-in format + what’s changing

1:50 Sharesight setup + why we track this way

2:25 Bryce update: redeploying core, Japan, GGUS, and buying Eli Lilly

11:09 Bryce performance: best/worst positions (and Bitcoin pain)

12:11 Ren update: weekly DCA core + starting debt recycling

15:41 Ren performance + stock portfolio winners/losers

21:21 Deep dives: Ren’s stocks (Clean Harbors thesis) + Bryce’s private equity sleeve


Sharesight makes tracking your portfolios easy. Save 4 months on any paid Sharesight plan at www.sharesight.com/equitymates


Stocks and ETFs mentioned: Hub24 (ASX:HUB), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX:VAE), Global X Copper Miners ETF (ASX:WIRE), BetaShares Japan ETF Currency Hedged (ASX:HJPN), BetaShares Geared US Equity Fund (ASX:GGUS), BetaShares Geared Diversified All Growth ETF (ASX:GHHF), BetaShares Emerging Markets ETF (ASX:BEMG), iShares S&P 500 ETF (ASX:XUS), VanEck Geared Australian Equal Weight Fund (ASX:GEAR), BetaShares Geared NASDAQ 100 ETF (ASX:GNDQ), Eli Lilly (NYSE:LLY), Taiwan Semiconductor Manufacturing Company (NYSE:TSM), Clean Harbors (NYSE:CLH), Reddit (NYSE:RDDT), Axon Enterprise (NASDAQ:AXON), Cochlear (ASX:COH), MercadoLibre (NASDAQ:MELI), WiseTech Global (ASX:WTC), Sea Limited (NYSE:SE), Alphabet (NASDAQ:GOOGL), Shopify (NYSE:SHOP), TransMedics (NASDAQ:TMDX), Novo Nordisk (NYSE:NVO), Jumia Technologies (NYSE:JMIA), Guzman y Gomez (ASX:GYG).


———


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> Bryce and Ren reveal what they bought, what sold, what performed, and what absolutely didn’t. Bryce goes deep on new positions and private equity allocations, while Ren unpacks what’s really driving returns and takes a deep dive into a new portfolio addition, Clean Harbors.


In this episode:

0:00 Monthly portfolio check-in format + what’s changing

1:50 Sharesight setup + why we track this way

2:25 Bryce update: redeploying core, Japan, GGUS, and buying Eli Lilly

11:09 Bryce performance: best/worst positions (and Bitcoin pain)

12:11 Ren update: weekly DCA core + starting debt recycling

15:41 Ren performance + stock portfolio winners/losers

21:21 Deep dives: Ren’s stocks (Clean Harbors thesis) + Bryce’s private equity sleeve


Sharesight makes tracking your portfolios easy. Save 4 months on any paid Sharesight plan at www.sharesight.com/equitymates


Stocks and ETFs mentioned: Hub24 (ASX:HUB), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX:VAE), Global X Copper Miners ETF (ASX:WIRE), BetaShares Japan ETF Currency Hedged (ASX:HJPN), BetaShares Geared US Equity Fund (ASX:GGUS), BetaShares Geared Diversified All Growth ETF (ASX:GHHF), BetaShares Emerging Markets ETF (ASX:BEMG), iShares S&P 500 ETF (ASX:XUS), VanEck Geared Australian Equal Weight Fund (ASX:GEAR), BetaShares Geared NASDAQ 100 ETF (ASX:GNDQ), Eli Lilly (NYSE:LLY), Taiwan Semiconductor Manufacturing Company (NYSE:TSM), Clean Harbors (NYSE:CLH), Reddit (NYSE:RDDT), Axon Enterprise (NASDAQ:AXON), Cochlear (ASX:COH), MercadoLibre (NASDAQ:MELI), WiseTech Global (ASX:WTC), Sea Limited (NYSE:SE), Alphabet (NASDAQ:GOOGL), Shopify (NYSE:SHOP), TransMedics (NASDAQ:TMDX), Novo Nordisk (NYSE:NVO), Jumia Technologies (NYSE:JMIA), Guzman y Gomez (ASX:GYG).


———


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> What SpaceX shows us about private markets with Adam Myers What SpaceX shows us about private markets with Adam Myers Thu, 26 Feb 2026 18:05:00 GMT 29:23 699e351e123f97408207fe13 false https://shows.acast.com/equity-mates/episodes/what-spacex-shows-us-about-private-markets-with-adam-myers 699e351e123f97408207fe13 8c560a52-84ff-4b06-b819-f4e9bd6e85ef what-spacex-shows-us-about-private-markets-with-adam-myers full 11 SpaceX. OpenAI. Anthropic. The companies everyone wants to own but can’t buy on the share market. In this episode, we unpack how private equity works, why the biggest companies are staying private for longer, and how the Pengana Private Equity Trust (ASX:PE1) gives ASX investors exposure to SpaceX and 500+ other private companies.


In this episode:

0:00 SpaceX, IPO rumours & why private markets matter

2:10 The economics of space

6:01 Why companies are staying private longer

10:51 Private equity 101: how it works

14:03 Has private equity outperformed?

18:59 Why PE1 is structured as a listed investment trust

21:35 PE1 performance, buybacks & distributions

24:41 Beyond SpaceX: AI exposure, GROQ & compounders


Stocks & ETFs mentioned: Pengana Private Equity Trust (ASX:PE1), SpaceX (private), OpenAI (private), Anthropic (private), xAI (private), NVIDIA (NASDAQ:NVDA), Amazon (NASDAQ:AMZN), T-Mobile (NASDAQ:TMUS), Spice World (private), GROQ (private)


None of Pengana Private Equity Trust (“PE1”), Pengana Investment Management Limited (ABN 69 063 081 612, AFSL 219 462) (“Responsible Entity”), Grosvenor Capital Management, L.P., nor any of their related entities guarantees the repayment of capital or any particular rate of return from PE1. Past performance is not a reliable indicator of future performance, the value of investments can go up and down. This document has been prepared by the Responsible Entity and does not take into account a reader’s investment objectives, particular needs or financial situation. It is general information only and should not be considered investment advice and should not be relied on as an investment recommendation.


Pengana Investment Management Limited (Pengana) (ABN 69 063 081 612, AFSL 219 462) is the issuer of units in the Pengana Private Equity Trust (ARSN 630 923 643) (the Trust). Before acting on any information contained within this report a person should consider the appropriateness of the information, having regard to their objectives, financial situation and needs. An investment in the Trust is subject to investment risk including a possible delay in repayment and loss of income and principal invested.


———


Want to get involved in the podcast? Record a voice note or send us a message.

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – [we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

Listen to the podcast (Apple | [Spotify)

Watch on YouTube

Read the monthly email


———


Looking for some of our favourite research tools?


———


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.

]]> SpaceX. OpenAI. Anthropic. The companies everyone wants to own but can’t buy on the share market. In this episode, we unpack how private equity works, why the biggest companies are staying private for longer, and how the Pengana Private Equity Trust (ASX:PE1) gives ASX investors exposure to SpaceX and 500+ other private companies.


In this episode:

0:00 SpaceX, IPO rumours & why private markets matter

2:10 The economics of space

6:01 Why companies are staying private longer

10:51 Private equity 101: how it works

14:03 Has private equity outperformed?

18:59 Why PE1 is structured as a listed investment trust

21:35 PE1 performance, buybacks & distributions

24:41 Beyond SpaceX: AI exposure, GROQ & compounders


Stocks & ETFs mentioned: Pengana Private Equity Trust (ASX:PE1), SpaceX (private), OpenAI (private), Anthropic (private), xAI (private), NVIDIA (NASDAQ:NVDA), Amazon (NASDAQ:AMZN), T-Mobile (NASDAQ:TMUS), Spice World (private), GROQ (private)


None of Pengana Private Equity Trust (“PE1”), Pengana Investment Management Limited (ABN 69 063 081 612, AFSL 219 462) (“Responsible Entity”), Grosvenor Capital Management, L.P., nor any of their related entities guarantees the repayment of capital or any particular rate of return from PE1. Past performance is not a reliable indicator of future performance, the value of investments can go up and down. This document has been prepared by the Responsible Entity and does not take into account a reader’s investment objectives, particular needs or financial situation. It is general information only and should not be considered investment advice and should not be relied on as an investment recommendation.


Pengana Investment Management Limited (Pengana) (ABN 69 063 081 612, AFSL 219 462) is the issuer of units in the Pengana Private Equity Trust (ARSN 630 923 643) (the Trust). Before acting on any information contained within this report a person should consider the appropriateness of the information, having regard to their objectives, financial situation and needs. An investment in the Trust is subject to investment risk including a possible delay in repayment and loss of income and principal invested.


———


Want to get involved in the podcast? Record a voice note or send us a message.

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – [we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

Listen to the podcast (Apple | [Spotify)

Watch on YouTube

Read the monthly email


———


Looking for some of our favourite research tools?


———


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.

]]> <![CDATA[The drug beating Ozempic, Pimp my Portfolio with Luke Laretive & Australia's most popular small caps]]> Wed, 25 Feb 2026 18:05:00 GMT 33:40 699e603717be1e3994d75f39 false https://shows.acast.com/equity-mates/episodes/the-drug-beating-ozempic 699e603717be1e3994d75f39 8c560a52-84ff-4b06-b819-f4e9bd6e85ef the-drug-beating-ozempic full 11 From Ozempic’s soaring popularity to the top small-cap stocks held by Australia’s best managers, this episode dives into the trends shaping markets today. Plus, Luke Laretive unpacks Blair's portfolio, exploring the growing interest in private equity and whether retail investors can get a slice of the action.


Calling all Financial Advisers! We're hosting the inaugural Basis Points Boat Party on Sydney Harbour on March 13th – 200 advisers, fresh insights, and a lot of fun.

Tickets are complimentary, but limited and exclusive to advisers only. More info and tickets here: https://lnkd.in/gNJummci and use code BPBP_TIX at checkout.


In this episode:

0:00 Ozempic’s rise, share price drops, and the $130B weight loss drug industry

3:05 Who's taking GLP-1 weight loss drugs? Shocking stats from the US

5:13 Trump Rx: Disrupting the weight loss drug market

7:03 Novo vs Eli Lilly: The weight loss drug battle heats up

9:04 The private equity dilemma: Can retail investors access it?

11:10 Portfolio review: Blair’s diversified strategy + advice from Luke

16:10 Small caps on the rise: Genesis Minerals, Hub24, Breville, and more

19:32 Picking stocks with big upside potential: Insights from the small-cap managers


Guide to Australian Small Caps: https://equitymates.com/general/small-cap-crossover-january-2026


Stocks & ETFs mentioned in this episode:

Novo Nordisk (NYSE:NVO), Eli Lilly (NYSE:LLY), Ozempic (Novo Nordisk), Wegovy (Novo Nordisk), Trump Rx, Genesis Minerals (ASX:GMD), Hub24 (ASX:HUB), Breville (ASX:BRG), Netwealth (ASX:NWL), Pinnacle Investment Management (ASX:PNI), Life360 (ASX:360), TPG Telecom (ASX:TPG), NextGen Energy (ASX:NGX), Interactive Brokers (NASDAQ:IBKR), Microsoft (NASDAQ:MSFT), NVIDIA (NASDAQ:NVDA), Sprott Physical Uranium Trust (TSX:U.UN), Junior Uranium Miners ETF (NYSEARCA:URNM)



———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

———

Looking for some of our favourite research tools?

———

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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> From Ozempic’s soaring popularity to the top small-cap stocks held by Australia’s best managers, this episode dives into the trends shaping markets today. Plus, Luke Laretive unpacks Blair's portfolio, exploring the growing interest in private equity and whether retail investors can get a slice of the action.


Calling all Financial Advisers! We're hosting the inaugural Basis Points Boat Party on Sydney Harbour on March 13th – 200 advisers, fresh insights, and a lot of fun.

Tickets are complimentary, but limited and exclusive to advisers only. More info and tickets here: https://lnkd.in/gNJummci and use code BPBP_TIX at checkout.


In this episode:

0:00 Ozempic’s rise, share price drops, and the $130B weight loss drug industry

3:05 Who's taking GLP-1 weight loss drugs? Shocking stats from the US

5:13 Trump Rx: Disrupting the weight loss drug market

7:03 Novo vs Eli Lilly: The weight loss drug battle heats up

9:04 The private equity dilemma: Can retail investors access it?

11:10 Portfolio review: Blair’s diversified strategy + advice from Luke

16:10 Small caps on the rise: Genesis Minerals, Hub24, Breville, and more

19:32 Picking stocks with big upside potential: Insights from the small-cap managers


Guide to Australian Small Caps: https://equitymates.com/general/small-cap-crossover-january-2026


Stocks & ETFs mentioned in this episode:

Novo Nordisk (NYSE:NVO), Eli Lilly (NYSE:LLY), Ozempic (Novo Nordisk), Wegovy (Novo Nordisk), Trump Rx, Genesis Minerals (ASX:GMD), Hub24 (ASX:HUB), Breville (ASX:BRG), Netwealth (ASX:NWL), Pinnacle Investment Management (ASX:PNI), Life360 (ASX:360), TPG Telecom (ASX:TPG), NextGen Energy (ASX:NGX), Interactive Brokers (NASDAQ:IBKR), Microsoft (NASDAQ:MSFT), NVIDIA (NASDAQ:NVDA), Sprott Physical Uranium Trust (TSX:U.UN), Junior Uranium Miners ETF (NYSEARCA:URNM)



———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

———

Looking for some of our favourite research tools?

———

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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[How is Australia actually going? Housing, Productivity & the Economy with Diana Mousina]]> Mon, 23 Feb 2026 18:01:00 GMT 41:26 699bc90df863de959a51114b false https://shows.acast.com/equity-mates/episodes/how-is-australia-actually-going-diana-mousina 699bc90df863de959a51114b 8c560a52-84ff-4b06-b819-f4e9bd6e85ef how-is-australia-actually-going-diana-mousina full 11 The Australian economy looks steady on paper- low unemployment, inflation is off its peak and markets have held up. But talk to most Australians and it’s a very different story.


So we sat down with Deputy Chief Economist at AMP, Diana Mousina, to unpack why the data says we’re “okay” while households feel stretched. 


We hear Diana’s take on what’s driving this disconnect across; housing and interest rates, productivity and wages. Plus, her outlook for where the Australian economy (and markets) are heading next.


In this episode:

00:00:00 Making Economics Accessible

00:06:27 How Aussie Households Are Coping

00:12:17 Can Housing Become Affordable?

00:19:01 What First Home Buyers Face

00:22:57 Where Rates And Inflation Are Heading

00:27:01 What Productivity Means For You

00:38:44 Australia’s Economic Plan To 2040


Stocks & ETFs mentioned: AMP ltd (ASX: AMP)


Links mentioned: The book Ren references is: ‘Abundace: What Progress Looks Like’ by Ezra Klein and Derek Thompson'


———


Want to get involved in the podcast? Record a voice note or send us a message.

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – [we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points

Listen to the podcast (Apple | [Spotify)

Watch on YouTube

Read the monthly email


———


Looking for some of our favourite research tools?


———


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.

]]> The Australian economy looks steady on paper- low unemployment, inflation is off its peak and markets have held up. But talk to most Australians and it’s a very different story.


So we sat down with Deputy Chief Economist at AMP, Diana Mousina, to unpack why the data says we’re “okay” while households feel stretched. 


We hear Diana’s take on what’s driving this disconnect across; housing and interest rates, productivity and wages. Plus, her outlook for where the Australian economy (and markets) are heading next.


In this episode:

00:00:00 Making Economics Accessible

00:06:27 How Aussie Households Are Coping

00:12:17 Can Housing Become Affordable?

00:19:01 What First Home Buyers Face

00:22:57 Where Rates And Inflation Are Heading

00:27:01 What Productivity Means For You

00:38:44 Australia’s Economic Plan To 2040


Stocks & ETFs mentioned: AMP ltd (ASX: AMP)


Links mentioned: The book Ren references is: ‘Abundace: What Progress Looks Like’ by Ezra Klein and Derek Thompson'


———


Want to get involved in the podcast? Record a voice note or send us a message.

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – [we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points

Listen to the podcast (Apple | [Spotify)

Watch on YouTube

Read the monthly email


———


Looking for some of our favourite research tools?


———


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.

]]> <![CDATA[Beer tax beats Big Oil, a bold small cap for the Community Portfolio & the $880 billion space economy]]> Sun, 22 Feb 2026 18:05:00 GMT 30:38 6997f4137012ce5376e2fb91 false https://shows.acast.com/equity-mates/episodes/beer-tax-beats-big-oil-a-bold-small-cap-for-the-community-po 6997f4137012ce5376e2fb91 8c560a52-84ff-4b06-b819-f4e9bd6e85ef beer-tax-beats-big-oil-a-bold-small-cap-for-the-community-po full 11 Space isn’t science fiction anymore, it’s an $880 billion industry today.


From satellites and GPS to defence, telecoms and the coming SpaceX IPO, we break down what the “space economy” actually is and how to invest in it. Then we zoom back to Earth: earnings season volatility, bank profits, BHP’s copper moment, and why Australia earns more from beer tax than petroleum resource rent tax.


Plus, the community portfolio expands with a pitch from Dave.


In this episode:

0:00 Intro

1:12 Earnings season roundup: banks, BHP, and volatility

4:34 Beer tax vs resources tax + IMF housing warning

6:38 Community portfolio update: can we beat the ASX 200?

8:18 Stock pitch: NVU (ASX:NVU) and the AI pivot

14:49 What is the space economy, and what counts as “space”?

21:43 Space investing: indices, listed companies, and SpaceX IPO watch

25:47 Space ETFs: ARKX, UFO, ROKT, and JEDI under the hood


Stocks & ETFs mentioned in this episode: Commonwealth Bank of Australia (ASX:CBA), Macquarie Group (ASX:MQG), National Australia Bank (ASX:NAB), Judo Bank (ASX:JDO), BHP Group (ASX:BHP), Woodside Energy Group (ASX:WDS), Nick Scali (ASX:NCK), Cochlear (ASX:COH), Webjet (ASX:WEB), Catapult Group International (ASX:CAT), Playside Studios (ASX:PLY), NVU Limited (ASX:NVU), NVIDIA (NASDAQ:NVDA), Lockheed Martin (NYSE:LMT), Boeing (NYSE:BA), BAE Systems (LSE:BA.), Airbus (EPA:AIR), Planet Labs (NYSE:PL), Rocket Lab (NASDAQ:RKLB), AST SpaceMobile (NASDAQ:ASTS), EchoStar (NASDAQ:SATS), Intuitive Machines (NASDAQ:LUNR), ARK Space Exploration & Innovation ETF (NYSEARCA:ARKX), Procure Space ETF (NASDAQ:UFO), SPDR S&P Kensho Final Frontiers ETF (NYSEARCA:ROKT), Space Innovators ETF (JEDI)


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———

Looking for some of our favourite research tools?


———


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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> Space isn’t science fiction anymore, it’s an $880 billion industry today.


From satellites and GPS to defence, telecoms and the coming SpaceX IPO, we break down what the “space economy” actually is and how to invest in it. Then we zoom back to Earth: earnings season volatility, bank profits, BHP’s copper moment, and why Australia earns more from beer tax than petroleum resource rent tax.


Plus, the community portfolio expands with a pitch from Dave.


In this episode:

0:00 Intro

1:12 Earnings season roundup: banks, BHP, and volatility

4:34 Beer tax vs resources tax + IMF housing warning

6:38 Community portfolio update: can we beat the ASX 200?

8:18 Stock pitch: NVU (ASX:NVU) and the AI pivot

14:49 What is the space economy, and what counts as “space”?

21:43 Space investing: indices, listed companies, and SpaceX IPO watch

25:47 Space ETFs: ARKX, UFO, ROKT, and JEDI under the hood


Stocks & ETFs mentioned in this episode: Commonwealth Bank of Australia (ASX:CBA), Macquarie Group (ASX:MQG), National Australia Bank (ASX:NAB), Judo Bank (ASX:JDO), BHP Group (ASX:BHP), Woodside Energy Group (ASX:WDS), Nick Scali (ASX:NCK), Cochlear (ASX:COH), Webjet (ASX:WEB), Catapult Group International (ASX:CAT), Playside Studios (ASX:PLY), NVU Limited (ASX:NVU), NVIDIA (NASDAQ:NVDA), Lockheed Martin (NYSE:LMT), Boeing (NYSE:BA), BAE Systems (LSE:BA.), Airbus (EPA:AIR), Planet Labs (NYSE:PL), Rocket Lab (NASDAQ:RKLB), AST SpaceMobile (NASDAQ:ASTS), EchoStar (NASDAQ:SATS), Intuitive Machines (NASDAQ:LUNR), ARK Space Exploration & Innovation ETF (NYSEARCA:ARKX), Procure Space ETF (NASDAQ:UFO), SPDR S&P Kensho Final Frontiers ETF (NYSEARCA:ROKT), Space Innovators ETF (JEDI)


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———

Looking for some of our favourite research tools?


———


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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> Investing for kids: turn pocket money into a portfolio Investing for kids: turn pocket money into a portfolio Thu, 19 Feb 2026 18:01:00 GMT 35:50 6996a3c64c238f5dca30fba4 false https://shows.acast.com/equity-mates/episodes/investing-for-kids-feb-2026 6996a3c64c238f5dca30fba4 8c560a52-84ff-4b06-b819-f4e9bd6e85ef investing-for-kids-feb-2026 full 11 When it comes to investing for kids, the biggest advantage they have is time.


But what is the best way to set it up?


We answer the flood of questions coming in from the Equity Mates community like whose name it should be in and what to buy.


We cover:

• Whether to invest in your own name or set up a minor trust, investment bond or super account.

• The tax rules parents need to understand.

• How we’d build a simple ETF portfolio designed for decades of compounding.


📈 Stocks and ETFs Mentioned: GHHF, DHHF, IVV, NDQ 


———


Thanks to Saroj, Marty, Leonie, Lisa (both of them!) and Sam for sending in your questions.


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Thanks to Betashares for sponsoring this episode. To find out more about Betashares Direct Kids Account's visit betashares.com.au


Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> When it comes to investing for kids, the biggest advantage they have is time.


But what is the best way to set it up?


We answer the flood of questions coming in from the Equity Mates community like whose name it should be in and what to buy.


We cover:

• Whether to invest in your own name or set up a minor trust, investment bond or super account.

• The tax rules parents need to understand.

• How we’d build a simple ETF portfolio designed for decades of compounding.


📈 Stocks and ETFs Mentioned: GHHF, DHHF, IVV, NDQ 


———


Thanks to Saroj, Marty, Leonie, Lisa (both of them!) and Sam for sending in your questions.


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Thanks to Betashares for sponsoring this episode. To find out more about Betashares Direct Kids Account's visit betashares.com.au


Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> <![CDATA[Prediction markets are coming for Sportsbet & Pimp My Portfolio with Owen Rask]]> Wed, 18 Feb 2026 18:05:00 GMT 21:11 69954d3d3ba25772fe05a043 false https://shows.acast.com/equity-mates/episodes/prediction-markets-are-coming-for-sportsbet-pimp-my-portfoli 69954d3d3ba25772fe05a043 8c560a52-84ff-4b06-b819-f4e9bd6e85ef prediction-markets-are-coming-for-sportsbet-pimp-my-portfoli full 11 Prediction markets are turning anything into a trade, elections, weather and even Super Bowl song lists. We unpack how they’re starting to bite into the US sports betting giants and whether they're coming to Australia.


Then Owen Rask (Rask Advice) debuts on Pimp My Portfolio with 22-year-old Kaleb. We break down what he did right, what he can tweak, and why this approach matters if you’re just getting started.


In this episode:

0:00 Intro

0:53 Prediction markets: what they are + why they’re exploding

3:07 Kalshi vs Polymarket + how the “odds” actually trade

4:52 Sports betting disruption + listed gambling stocks sell-off

6:31 Australia angle: gambling risks + why this could get ugly

8:12 Insider trading + why these markets can be gamed

9:40 Pimp My Portfolio begins: Kaleb’s core & satellite setup

12:28 Owen’s review: risk, position sizing + book recommendations


Books mentioned in this episode:


ETFs & Stocks mentioned in this episode: DraftKings (NASDAQ:DKNG), Flutter Entertainment (NYSE:FLUT), Taiwan Semiconductor Manufacturing Company (NYSE:TSM), NVIDIA (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), iShares Core S&P/ASX 200 ETF (ASX:IOZ), iShares S&P 500 ETF (ASX:IVV), Vanguard FTSE Asia ex Japan Shares ETF (ASX:VAE), Vanguard FTSE Europe Shares ETF (ASX:VEQ), Global X Semiconductor ETF (ASX:SEMI), Global X 21Shares Bitcoin ETF (ASX:EBTC), Vanguard MSCI International Small Companies Index ETF (ASX:VISM), BetaShares Global Gold Miners Currency Hedged ETF (ASX:MNRS), Nu Holdings (NYSE:NU), Oklo (NYSE:OKLO)


———


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> Prediction markets are turning anything into a trade, elections, weather and even Super Bowl song lists. We unpack how they’re starting to bite into the US sports betting giants and whether they're coming to Australia.


Then Owen Rask (Rask Advice) debuts on Pimp My Portfolio with 22-year-old Kaleb. We break down what he did right, what he can tweak, and why this approach matters if you’re just getting started.


In this episode:

0:00 Intro

0:53 Prediction markets: what they are + why they’re exploding

3:07 Kalshi vs Polymarket + how the “odds” actually trade

4:52 Sports betting disruption + listed gambling stocks sell-off

6:31 Australia angle: gambling risks + why this could get ugly

8:12 Insider trading + why these markets can be gamed

9:40 Pimp My Portfolio begins: Kaleb’s core & satellite setup

12:28 Owen’s review: risk, position sizing + book recommendations


Books mentioned in this episode:


ETFs & Stocks mentioned in this episode: DraftKings (NASDAQ:DKNG), Flutter Entertainment (NYSE:FLUT), Taiwan Semiconductor Manufacturing Company (NYSE:TSM), NVIDIA (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), iShares Core S&P/ASX 200 ETF (ASX:IOZ), iShares S&P 500 ETF (ASX:IVV), Vanguard FTSE Asia ex Japan Shares ETF (ASX:VAE), Vanguard FTSE Europe Shares ETF (ASX:VEQ), Global X Semiconductor ETF (ASX:SEMI), Global X 21Shares Bitcoin ETF (ASX:EBTC), Vanguard MSCI International Small Companies Index ETF (ASX:VISM), BetaShares Global Gold Miners Currency Hedged ETF (ASX:MNRS), Nu Holdings (NYSE:NU), Oklo (NYSE:OKLO)


———


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Ask an Adviser: Rentvesting, Super, and Why 'Good' Money Habits Can Turn Toxic with Gemma Mitchell]]> Mon, 16 Feb 2026 18:05:00 GMT 42:11 6992b41d483d38b26e94337e false https://shows.acast.com/equity-mates/episodes/ask-an-adviser-rentvesting-super-and-why-good-money-habits-c 6992b41d483d38b26e94337e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ask-an-adviser-rentvesting-super-and-why-good-money-habits-c full 11 Gemma Mitchell (Rask Advice, Author of The Money Reset) breaks down how to rebuild your money foundations after a setback and why income, systems and mindset matter just as much as picking the right investments.


In this episode:

0:00 Disclaimer + intro

0:47 Meet Gemma + the 12-step “money reset” framework

4:12 The “slingshot moment” and reframing setbacks

7:51 When good money habits become toxic (points hacking, offsets, net worth obsession)

11:35 Budgeting that actually sticks: the $0 budget + bucket accounts

17:07 The lever most people ignore: income (and how to boost it)

20:30 Wealth building choices: rentvesting, tax, super and “layers” to retire early

30:12 Mindset, money stories and building your “village strategy”


———


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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. 



Hosted on Acast. See acast.com/privacy for more information.

]]> Gemma Mitchell (Rask Advice, Author of The Money Reset) breaks down how to rebuild your money foundations after a setback and why income, systems and mindset matter just as much as picking the right investments.


In this episode:

0:00 Disclaimer + intro

0:47 Meet Gemma + the 12-step “money reset” framework

4:12 The “slingshot moment” and reframing setbacks

7:51 When good money habits become toxic (points hacking, offsets, net worth obsession)

11:35 Budgeting that actually sticks: the $0 budget + bucket accounts

17:07 The lever most people ignore: income (and how to boost it)

20:30 Wealth building choices: rentvesting, tax, super and “layers” to retire early

30:12 Mindset, money stories and building your “village strategy”


———


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points


———


Looking for some of our favourite research tools?


———


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. 



Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Pope-approved stocks, a pitch for the Community Portfolio & currency hedging explained]]> Sun, 15 Feb 2026 18:05:00 GMT 29:49 698e941d7301331f1f4eb2ae false https://shows.acast.com/equity-mates/episodes/the-vaticans-new-index-earnings-season-winners-should-you-he 698e941d7301331f1f4eb2ae 8c560a52-84ff-4b06-b819-f4e9bd6e85ef the-vaticans-new-index-earnings-season-winners-should-you-he full 11 The Vatican is launching its own equity indexes (and the top holdings might not be what you expect). In the second installment of the Equity Mates Community Portfolio Scott pitches Playside Studios. Bryce and Ren also unpack the biggest earnings season themes, from AI CapEx to tariffs, before finishing with a practical breakdown of currency risk and hedging for ETF investors.


In this episode:

0:00 Disclaimer + intro

0:52 The Vatican Bank launches Catholic equity indexes

4:28 US earnings season: equal-weight beating Big Tech

5:56 AI CapEx explodes + tariffs squeeze margins

8:17 Australia reporting season: CSL shock, CBA surge, Macquarie threat

10:29 Community Stock Pitch: Playside Studios

17:59 Currency risk explained: why hedging matters

26:57 Hedged vs unhedged ETF returns + the fee trade-off


Stocks & ETFs mentioned: Meta (NASDAQ:META), Tesla (NASDAQ:TSLA), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), Ford (NYSE:F), Caterpillar (NYSE:CAT), Newell Brands (NASDAQ:NWL), Harley-Davidson (NYSE:HOG), Ralph Lauren (NYSE:RL), LVMH (EPA:MC), Dollar General (NYSE:DG), Target (NYSE:TGT), Walmart (NYSE:WMT), Kroger (NYSE:KR), CSL (ASX:CSL), Commonwealth Bank (ASX:CBA), Macquarie Group (ASX:MQG), Xero (ASX:XRO), Playside Studios (ASX:PLY), iShares Core S&P 500 ETF (ASX:IVV), iShares S&P 500 AUD Hedged ETF (ASX:IHVV), Betashares NASDAQ 100 ETF (ASX:NDQ), Betashares NASDAQ 100 Currency Hedged ETF (ASX:HNDQ)


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> The Vatican is launching its own equity indexes (and the top holdings might not be what you expect). In the second installment of the Equity Mates Community Portfolio Scott pitches Playside Studios. Bryce and Ren also unpack the biggest earnings season themes, from AI CapEx to tariffs, before finishing with a practical breakdown of currency risk and hedging for ETF investors.


In this episode:

0:00 Disclaimer + intro

0:52 The Vatican Bank launches Catholic equity indexes

4:28 US earnings season: equal-weight beating Big Tech

5:56 AI CapEx explodes + tariffs squeeze margins

8:17 Australia reporting season: CSL shock, CBA surge, Macquarie threat

10:29 Community Stock Pitch: Playside Studios

17:59 Currency risk explained: why hedging matters

26:57 Hedged vs unhedged ETF returns + the fee trade-off


Stocks & ETFs mentioned: Meta (NASDAQ:META), Tesla (NASDAQ:TSLA), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), Ford (NYSE:F), Caterpillar (NYSE:CAT), Newell Brands (NASDAQ:NWL), Harley-Davidson (NYSE:HOG), Ralph Lauren (NYSE:RL), LVMH (EPA:MC), Dollar General (NYSE:DG), Target (NYSE:TGT), Walmart (NYSE:WMT), Kroger (NYSE:KR), CSL (ASX:CSL), Commonwealth Bank (ASX:CBA), Macquarie Group (ASX:MQG), Xero (ASX:XRO), Playside Studios (ASX:PLY), iShares Core S&P 500 ETF (ASX:IVV), iShares S&P 500 AUD Hedged ETF (ASX:IHVV), Betashares NASDAQ 100 ETF (ASX:NDQ), Betashares NASDAQ 100 Currency Hedged ETF (ASX:HNDQ)


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> Private credit is booming, here’s what investors need to know Private credit is booming, here’s what investors need to know Thu, 12 Feb 2026 18:05:00 GMT 41:06 698bbb165fc77c9327ad705b false https://shows.acast.com/equity-mates/episodes/private-credit-is-boomingheres-what-investors-need-to-know-w 698bbb165fc77c9327ad705b 8c560a52-84ff-4b06-b819-f4e9bd6e85ef private-credit-is-boomingheres-what-investors-need-to-know-w full 11 Private credit has nearly tripled in 10 years but most investors still don’t really know what it is or why it exists. In this episode, we sit down with Nehemiah Richardson (CEO & Managing Director of TermPlus) to break down why private credit has grown so fast, where the risks actually sit, and what investors should look for if they’re considering the space.



In this episode:

00:00 Private credit 101: what it is, why it’s grown, and why “growth ≠ risk”

3:44 Why banks pulled back after the GFC (and how private credit filled the gap)

7:39 Australia vs US/Europe: why private credit looks different here

10:57 Capital stack explained: senior secured vs mezzanine vs equity (and why it matters)

17:19 “Quality is slipping?” How to assess managers + red flags

23:24 The next decade: consolidation, scale, and private credit becoming “normal”

29:50 How TermPlus works: terms, floating rate, diversification, and portfolio construction


Target Rates are set as a fixed margin above the RBA Cash Rate, which is variable over the course of the Term.  The issuer of units (Term Accounts) in TermPlus (ARSN 668 902 323) is Pengana Capital Limited (Pengana) (ABN 30 103 800 568, AFSL 226 566). Any advice provided is general in nature and does not take into account your particular objectives, financial situation or needs. Before investing in TermPlus, consider the PDS, TMD and further details on our website at www.termplus.com.au/important-information/.  Mercer Consulting (Australia) Pty Limited (ABN 55 153 168 140, AFSL 411 770), which is a wholly owned subsidiary of Mercer (Australia) Pty Ltd (ABN 32 005 315 917) (Mercer Australia) collectively referred to as Mercer. References to Mercer shall be construed to include Mercer LLC and/or its associated companies. ‘MERCER’ is a registered trademark of Mercer Australia.  ———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> Private credit has nearly tripled in 10 years but most investors still don’t really know what it is or why it exists. In this episode, we sit down with Nehemiah Richardson (CEO & Managing Director of TermPlus) to break down why private credit has grown so fast, where the risks actually sit, and what investors should look for if they’re considering the space.



In this episode:

00:00 Private credit 101: what it is, why it’s grown, and why “growth ≠ risk”

3:44 Why banks pulled back after the GFC (and how private credit filled the gap)

7:39 Australia vs US/Europe: why private credit looks different here

10:57 Capital stack explained: senior secured vs mezzanine vs equity (and why it matters)

17:19 “Quality is slipping?” How to assess managers + red flags

23:24 The next decade: consolidation, scale, and private credit becoming “normal”

29:50 How TermPlus works: terms, floating rate, diversification, and portfolio construction


Target Rates are set as a fixed margin above the RBA Cash Rate, which is variable over the course of the Term.  The issuer of units (Term Accounts) in TermPlus (ARSN 668 902 323) is Pengana Capital Limited (Pengana) (ABN 30 103 800 568, AFSL 226 566). Any advice provided is general in nature and does not take into account your particular objectives, financial situation or needs. Before investing in TermPlus, consider the PDS, TMD and further details on our website at www.termplus.com.au/important-information/.  Mercer Consulting (Australia) Pty Limited (ABN 55 153 168 140, AFSL 411 770), which is a wholly owned subsidiary of Mercer (Australia) Pty Ltd (ABN 32 005 315 917) (Mercer Australia) collectively referred to as Mercer. References to Mercer shall be construed to include Mercer LLC and/or its associated companies. ‘MERCER’ is a registered trademark of Mercer Australia.  ———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> <![CDATA[Bryce and Mr. Beat-Up can't agree, AI spending reaches new heights & Reddit is punished]]> Wed, 11 Feb 2026 18:05:00 GMT 32:21 698ac42268c8ed48f0866ce1 false https://shows.acast.com/equity-mates/episodes/bryce-and-mr-beat-up-cant-agree-ai-spending-reaches-new-heig 698ac42268c8ed48f0866ce1 8c560a52-84ff-4b06-b819-f4e9bd6e85ef bryce-and-mr-beat-up-cant-agree-ai-spending-reaches-new-heig full 11 Bryce and Ren break down the latest AI spending arms race from big tech (and just how stupidly big the numbers are), then ask why Reddit can smash expectations and still get sold off. Plus, Mr Beat-Up returns with a stock down ~60% from highs: Xero.


The team runs the full four-step checklist and gets into the real debate investors are having right now: are AI agents a genuine moat-breaker for SaaS… or just the latest panic?


In this episode:

02:52 Big Tech’s AI spend hits US$660B. How big is that really?

06:23 Reddit beats expectations… and still gets sold off

09:49 Mr Beat-Up returns

11:58 Xero down ~60%. Is it an overreaction or warning sign?

16:38 The moat debate: can AI agents disrupt SaaS?

21:56 Valuation, upside case & should Xero be on the community watchlist?


Stocks mentioned: Reddit (NYSE:RDDT), Alphabet/Google (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Xero (ASX:XRO), Intuit (NASDAQ:INTU), ServiceNow (NYSE:NOW), Salesforce (NYSE:CRM), SAP (XETRA:SAP), MicroStrategy (NASDAQ:MSTR), Coinbase (NASDAQ:COIN), Duolingo (NASDAQ:DUOL), Catapult Group International (ASX:CAT), BHP Group (ASX:BHP), Bitcoin (BTC).


Links mentioned:

  • Mr. Beat-Up's 4-Step Stock Checklist. A simple framework you can use to assess any company. Download your copy for free here.
  • Xero CEO interview, credit to Bloomberg News Podcast. Listen in full here.


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> Bryce and Ren break down the latest AI spending arms race from big tech (and just how stupidly big the numbers are), then ask why Reddit can smash expectations and still get sold off. Plus, Mr Beat-Up returns with a stock down ~60% from highs: Xero.


The team runs the full four-step checklist and gets into the real debate investors are having right now: are AI agents a genuine moat-breaker for SaaS… or just the latest panic?


In this episode:

02:52 Big Tech’s AI spend hits US$660B. How big is that really?

06:23 Reddit beats expectations… and still gets sold off

09:49 Mr Beat-Up returns

11:58 Xero down ~60%. Is it an overreaction or warning sign?

16:38 The moat debate: can AI agents disrupt SaaS?

21:56 Valuation, upside case & should Xero be on the community watchlist?


Stocks mentioned: Reddit (NYSE:RDDT), Alphabet/Google (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Xero (ASX:XRO), Intuit (NASDAQ:INTU), ServiceNow (NYSE:NOW), Salesforce (NYSE:CRM), SAP (XETRA:SAP), MicroStrategy (NASDAQ:MSTR), Coinbase (NASDAQ:COIN), Duolingo (NASDAQ:DUOL), Catapult Group International (ASX:CAT), BHP Group (ASX:BHP), Bitcoin (BTC).


Links mentioned:

  • Mr. Beat-Up's 4-Step Stock Checklist. A simple framework you can use to assess any company. Download your copy for free here.
  • Xero CEO interview, credit to Bloomberg News Podcast. Listen in full here.


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> <![CDATA[Inflation, AI, Trump & Gold with Economist David Bassanese ]]> Mon, 09 Feb 2026 18:05:00 GMT 35:53 69896304db453dd2d50fd63a false https://shows.acast.com/equity-mates/episodes/inflation-ai-trump-gold-with-economist-david-bassanese 69896304db453dd2d50fd63a 8c560a52-84ff-4b06-b819-f4e9bd6e85ef inflation-ai-trump-gold-with-economist-david-bassanese full 11 Bryce and Ren bring in someone who lives in the data every day: David Bassanese, Chief Economist at Betashares, to help cut through what matters (and what doesn’t) for investors heading into 2026.

They unpack five big macro themes dominating markets including inflation, AI, commodities, Trump/tariffs, and China.


In this episode:

00:34 Making sense of macro noise with David Bassanese

01:39 Why the outlook is still constructive heading into 2026

03:26 Inflation update: trimmed mean, housing pressure & RBA risk

07:26 AI boom vs bubble: where are we in the cycle?

10:18 Commodities: gold, copper, uranium and what’s really driving prices

12:54 Trump, tariffs & the US economy: what’s priced in now

18:58 China, Japan & the “Great Rotation” beyond the US

32:45 Sleep-at-night investing: portfolio positioning for the long term


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


Stocks & ETFs mentioned: BHP Group (ASX:BHP), Fortescue (ASX:FMG), REA Group (ASX:REA), Nvidia (NASDAQ:NVDA), Alibaba (NYSE:BABA), Tencent (HKEX:0700), Betashares Japan Currency Hedged ETF (ASX:HJPN), BetaShares NASDAQ 100 ETF (ASX:NDQ).


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> Bryce and Ren bring in someone who lives in the data every day: David Bassanese, Chief Economist at Betashares, to help cut through what matters (and what doesn’t) for investors heading into 2026.

They unpack five big macro themes dominating markets including inflation, AI, commodities, Trump/tariffs, and China.


In this episode:

00:34 Making sense of macro noise with David Bassanese

01:39 Why the outlook is still constructive heading into 2026

03:26 Inflation update: trimmed mean, housing pressure & RBA risk

07:26 AI boom vs bubble: where are we in the cycle?

10:18 Commodities: gold, copper, uranium and what’s really driving prices

12:54 Trump, tariffs & the US economy: what’s priced in now

18:58 China, Japan & the “Great Rotation” beyond the US

32:45 Sleep-at-night investing: portfolio positioning for the long term


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


Stocks & ETFs mentioned: BHP Group (ASX:BHP), Fortescue (ASX:FMG), REA Group (ASX:REA), Nvidia (NASDAQ:NVDA), Alibaba (NYSE:BABA), Tencent (HKEX:0700), Betashares Japan Currency Hedged ETF (ASX:HJPN), BetaShares NASDAQ 100 ETF (ASX:NDQ).


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> <![CDATA[From Xero to zero, why lazy investors win & Pimp my Portfolio with Luke Laretive]]> Sun, 08 Feb 2026 18:05:00 GMT 37:42 698580a7e4c954d6d9e5444c false https://shows.acast.com/equity-mates/episodes/from-xero-to-zero-why-the-lazy-investors-win-pimp-my-portfol 698580a7e4c954d6d9e5444c 8c560a52-84ff-4b06-b819-f4e9bd6e85ef from-xero-to-zero-why-the-lazy-investors-win-pimp-my-portfol full 11 Software is selling off, but don’t panic. Today we unpack why markets are suddenly repricing software, why “lazy investors” keep winning, and Luke Laretive is back in for another Pimp My Portfolio with a very spicy mix of ETFs, small caps and crypto.


In this episode:

00:00 — The software sell-off: what’s happening and why

06:29 — What we’re doing about it (don’t panic, build a watchlist)

11:39 — Lazy investors win: the 4-step strategy

13:02 — Beating your brain + the hidden costs of “doing stuff”

19:21 — Pimp My Portfolio: with Luke Laretive and Adem


ETFs mentioned: BetaShares India Quality ETF (IIND), BetaShares Geared Australian Equity Fund (GEAR), BetaShares NASDAQ 100 ETF (NDQ)


Stocks mentioned: Pro Medicus (PME), REA Group (REA), Xero (XRO), WiseTech Global (WTC), Atlassian (TEAM), G8 Education (GEM), Liontown Resources (LTR), Paladin Energy (PDN), Race Oncology (RAC), TechGen Metals (TG1), DocuSign (DOCU), Intuit (INTU), Microsoft (MSFT), Nvidia (NVDA), Broadcom (AVGO), Oracle (ORCL), Adobe (ADBE), IBM (IBM), Salesforce (CRM), S&P Global (SPGI), Gartner (IT), WPP (WPP), Omnicom Group (OMC), RELX (RELX)


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> Software is selling off, but don’t panic. Today we unpack why markets are suddenly repricing software, why “lazy investors” keep winning, and Luke Laretive is back in for another Pimp My Portfolio with a very spicy mix of ETFs, small caps and crypto.


In this episode:

00:00 — The software sell-off: what’s happening and why

06:29 — What we’re doing about it (don’t panic, build a watchlist)

11:39 — Lazy investors win: the 4-step strategy

13:02 — Beating your brain + the hidden costs of “doing stuff”

19:21 — Pimp My Portfolio: with Luke Laretive and Adem


ETFs mentioned: BetaShares India Quality ETF (IIND), BetaShares Geared Australian Equity Fund (GEAR), BetaShares NASDAQ 100 ETF (NDQ)


Stocks mentioned: Pro Medicus (PME), REA Group (REA), Xero (XRO), WiseTech Global (WTC), Atlassian (TEAM), G8 Education (GEM), Liontown Resources (LTR), Paladin Energy (PDN), Race Oncology (RAC), TechGen Metals (TG1), DocuSign (DOCU), Intuit (INTU), Microsoft (MSFT), Nvidia (NVDA), Broadcom (AVGO), Oracle (ORCL), Adobe (ADBE), IBM (IBM), Salesforce (CRM), S&P Global (SPGI), Gartner (IT), WPP (WPP), Omnicom Group (OMC), RELX (RELX)


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> 4 investors, $100,000... who will win? | Portfolio Challenge 4 investors, $100,000... who will win? | Portfolio Challenge Thu, 05 Feb 2026 18:05:00 GMT 26:03 698314cbc786a089de18ba8b false https://shows.acast.com/equity-mates/episodes/portfolio-challenge-betashares 698314cbc786a089de18ba8b 8c560a52-84ff-4b06-b819-f4e9bd6e85ef portfolio-challenge-betashares full 11 Four portfolios. One year to prove who can actually beat the market.


In this kickoff episode, Bryce and Ren are joined by Cam Gleeson (Betashares) and Ally Selby (Equity Mates) to lock in the rules and reveal their first portfolios from uranium + copper to Japan hedged, defence, cybersecurity, and a big swing at Asia tech + India.


In this episode:

00:29 The challenge begins

02:29 The rules

03:13 The shared core: DHHF (all-growth, global diversification)

04:50 Bryce’s Portfolio

10:05 Ally's Portfolio

14:49 Cam’s Portfolio

20:31 Ren’s Portfolio

23:22 How to follow along & what's next


Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.


ETFs mentioned: Betashares Global Uranium ETF (URNM), Global X Copper Miners ETF (WIRE), Betashares Japan Currency Hedged ETF (HJPN), Betashares Global Defence ETF (DFND), Betashares Wealth Builder Diversified All Growth ETF (GHHF), Betashares MSCI Emerging Markets ETF (BEMG), Betashares Global Cybersecurity ETF (HACK), Betashares Asia Technology Tigers ETF (ASIA), Global X China Tech ETF (DRGN), Betashares India Quality ETF (IIND), Betashares Asia Technology Tigers (ASIA), Betashares Global Defence ETF (ARMR), Plato Global Alpha Complex ETF (PGA1)


Stocks mentioned: Artyra (AYA), BHP Group (BHP), Elisight (ELS) Generation Development Group (GDG), Goodman Group (GMG), Lowell Resources Fund (LRT), Iperion X (IPX), NextDC (NXT), Paladin Energy (PDN), Deep Yellow (DYL), REA Group (REA), Mineral Resources (MIN), Pilbara Minerals (PLS), Sandfire Resources (SFR)


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> Four portfolios. One year to prove who can actually beat the market.


In this kickoff episode, Bryce and Ren are joined by Cam Gleeson (Betashares) and Ally Selby (Equity Mates) to lock in the rules and reveal their first portfolios from uranium + copper to Japan hedged, defence, cybersecurity, and a big swing at Asia tech + India.


In this episode:

00:29 The challenge begins

02:29 The rules

03:13 The shared core: DHHF (all-growth, global diversification)

04:50 Bryce’s Portfolio

10:05 Ally's Portfolio

14:49 Cam’s Portfolio

20:31 Ren’s Portfolio

23:22 How to follow along & what's next


Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.


ETFs mentioned: Betashares Global Uranium ETF (URNM), Global X Copper Miners ETF (WIRE), Betashares Japan Currency Hedged ETF (HJPN), Betashares Global Defence ETF (DFND), Betashares Wealth Builder Diversified All Growth ETF (GHHF), Betashares MSCI Emerging Markets ETF (BEMG), Betashares Global Cybersecurity ETF (HACK), Betashares Asia Technology Tigers ETF (ASIA), Global X China Tech ETF (DRGN), Betashares India Quality ETF (IIND), Betashares Asia Technology Tigers (ASIA), Betashares Global Defence ETF (ARMR), Plato Global Alpha Complex ETF (PGA1)


Stocks mentioned: Artyra (AYA), BHP Group (BHP), Elisight (ELS) Generation Development Group (GDG), Goodman Group (GMG), Lowell Resources Fund (LRT), Iperion X (IPX), NextDC (NXT), Paladin Energy (PDN), Deep Yellow (DYL), REA Group (REA), Mineral Resources (MIN), Pilbara Minerals (PLS), Sandfire Resources (SFR)


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> <![CDATA[Introducing the Equity Mates Community Portfolio, house prices diverge & Corporate Travel Management’s collapse]]> Wed, 04 Feb 2026 18:05:00 GMT 28:31 6982efbb8fa61f3c4f7f1983 false https://shows.acast.com/equity-mates/episodes/introducing-the-equity-mates-community-portfolio-house-price 6982efbb8fa61f3c4f7f1983 8c560a52-84ff-4b06-b819-f4e9bd6e85ef introducing-the-equity-mates-community-portfolio-house-price full 11 Corporate blow-ups, property whiplash, and a brand-new segment where the Equity Mates community pitches investment ideas and YOU (plus Bryce & Ren) build a portfolio to try and beat the ASX 200.


In this episode:

00:33 Today’s menu

02:02 Corporate Travel Management: the 5-month trading halt story

05:25 House prices: Sydney/Melbourne flat, everyone else running hot

09:12 Introducing the Community Portfolio: rules + the ASX 200 “bar”

14:46 Pitch #1 AINF: AI infrastructure “picks & shovels”

19:46 Pitch #2 Catapult: Wearable sports tech


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> Corporate blow-ups, property whiplash, and a brand-new segment where the Equity Mates community pitches investment ideas and YOU (plus Bryce & Ren) build a portfolio to try and beat the ASX 200.


In this episode:

00:33 Today’s menu

02:02 Corporate Travel Management: the 5-month trading halt story

05:25 House prices: Sydney/Melbourne flat, everyone else running hot

09:12 Introducing the Community Portfolio: rules + the ASX 200 “bar”

14:46 Pitch #1 AINF: AI infrastructure “picks & shovels”

19:46 Pitch #2 Catapult: Wearable sports tech


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> Ask an Adviser: Make work optional with passive income - Matt Ingram Ask an Adviser: Make work optional with passive income - Matt Ingram Mon, 02 Feb 2026 18:05:00 GMT 34:35 69802ca013c1477af2971542 false https://shows.acast.com/equity-mates/episodes/ask-an-adviser-make-work-optional-with-passive-income-matt-i 69802ca013c1477af2971542 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ask-an-adviser-make-work-optional-with-passive-income-matt-i full 11 Everyone wants passive income but when should it actually be the goal, and what really works once you get there?


Bryce and Ren sit down with their trusted adviser Matt Ingram (Northhaven Financial Management) to cut through the hype. From dividend ETFs to bonds, covered calls, private credit and property, Matt explains how advisers actually think about income.


In this episode:

00:33 Passive income: why everyone wants it

02:07 Balancing the right goal and timing

09:07 The VHY debate: dividends now vs growth first

12:10 Ranking income options: cash, bonds, covered calls & private credit

27:07 Property as “income”: the yield illusion

29:41 Building an income portfolio, tax realities & advice for 20s–40s


📈 Mentioned in this episode:

Vanguard Australian Shares High Yield ETF - VHY

First Trust Smith Opportunistic Fixed Income ETF - FIXD

Betashares Australian Composite Bond ETF - OZBD

iShares Core Composite Bond ETF - IAF

Betashares Australian Investment Grade Corp Bd ETF - CRED


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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 

Hosted on Acast. See acast.com/privacy for more information.

]]> Everyone wants passive income but when should it actually be the goal, and what really works once you get there?


Bryce and Ren sit down with their trusted adviser Matt Ingram (Northhaven Financial Management) to cut through the hype. From dividend ETFs to bonds, covered calls, private credit and property, Matt explains how advisers actually think about income.


In this episode:

00:33 Passive income: why everyone wants it

02:07 Balancing the right goal and timing

09:07 The VHY debate: dividends now vs growth first

12:10 Ranking income options: cash, bonds, covered calls & private credit

27:07 Property as “income”: the yield illusion

29:41 Building an income portfolio, tax realities & advice for 20s–40s


📈 Mentioned in this episode:

Vanguard Australian Shares High Yield ETF - VHY

First Trust Smith Opportunistic Fixed Income ETF - FIXD

Betashares Australian Composite Bond ETF - OZBD

iShares Core Composite Bond ETF - IAF

Betashares Australian Investment Grade Corp Bd ETF - CRED


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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 

Hosted on Acast. See acast.com/privacy for more information.

]]> New portfolios, same investing journey | Monthly Portfolio Update New portfolios, same investing journey | Monthly Portfolio Update Sun, 01 Feb 2026 18:05:00 GMT 35:43 697c38f965942209533d3d43 false https://shows.acast.com/equity-mates/episodes/new-portfolios-same-investing-journey-monthly-portfolio-upda 697c38f965942209533d3d43 8c560a52-84ff-4b06-b819-f4e9bd6e85ef new-portfolios-same-investing-journey-monthly-portfolio-upda full 11 Bryce and Ren kick off Monthly Portfolio Updates for 2026 sharing what they’ve changed over summer, how they’re thinking about core vs satellite, and why both are leaning harder into systems rather than hot takes.


In this episode:

00:00 What to expect in our monthly portfolio updates

03:08 Key portfolio changes over summer (debt recycling, leverage, structure)

07:02 Ren’s new core + building an all-weather income sleeve

11:49 Core portfolios deep dive: ETFs, gearing & brokerage choices

22:48 Satellite portfolios: active managers, Bitcoin & gold

28:08 Income strategies, risk management & wrapping up


📈 ETFs mentioned: QUA, ROYL, GHHF, DHHF, IVV, VAE, VEQ, G200, A200, BEMG


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> Bryce and Ren kick off Monthly Portfolio Updates for 2026 sharing what they’ve changed over summer, how they’re thinking about core vs satellite, and why both are leaning harder into systems rather than hot takes.


In this episode:

00:00 What to expect in our monthly portfolio updates

03:08 Key portfolio changes over summer (debt recycling, leverage, structure)

07:02 Ren’s new core + building an all-weather income sleeve

11:49 Core portfolios deep dive: ETFs, gearing & brokerage choices

22:48 Satellite portfolios: active managers, Bitcoin & gold

28:08 Income strategies, risk management & wrapping up


📈 ETFs mentioned: QUA, ROYL, GHHF, DHHF, IVV, VAE, VEQ, G200, A200, BEMG


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> Google and Nvidia will 20-bag from here according to this expert | David Tuckwell - ETF Shares Google and Nvidia will 20-bag from here according to this expert | David Tuckwell - ETF Shares Thu, 29 Jan 2026 18:05:00 GMT 28:04 697addead095fd135b738f98 false https://shows.acast.com/equity-mates/episodes/google-and-nvidia-will-20-bag-from-here-according-to-this-ex 697addead095fd135b738f98 8c560a52-84ff-4b06-b819-f4e9bd6e85ef google-and-nvidia-will-20-bag-from-here-according-to-this-ex full 11 Bryce and Ren sit down with David Tuckwell from ETF Shares to unpack two companies shaping the future of global markets: Alphabet and Nvidia.


David shares why he believes Alphabet may be the best business in the world, why Nvidia’s dominance goes far beyond hardware, and what actually matters for long-term investors thinking about US mega-caps in 2026 and beyond.


01:27 Introducing David Tuckwell & ETF Shares

03:28 Rethinking scale, moats and long-term growth

06:40 Why Alphabet is still compounding

10:28 AI as infrastructure, not hype

16:13 Nvidia’s software-driven dominance

25:14 ETFs vs stock picking mega-caps

26:00 Closing thoughts on long-term US leaders


📈 Companies mentioned in this episode: Alphabet, Google, Nvidia, Broadcom, Amazon, OpenAI, Tesla, Waymo, Wing, Walmart, Oracle, BYD & ETF Shares.


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


This communication was contributed by a representative of ETFS Shares Management Limited (AFSL No: 562766) and contains information that is general in nature only, and does not take into account your personal objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the information, having regard to your own objectives, financial situation and needs, and consider seeking independent financial, legal, tax and other relevant advice. Any investment decision should only be made after obtaining and considering the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD).


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> Bryce and Ren sit down with David Tuckwell from ETF Shares to unpack two companies shaping the future of global markets: Alphabet and Nvidia.


David shares why he believes Alphabet may be the best business in the world, why Nvidia’s dominance goes far beyond hardware, and what actually matters for long-term investors thinking about US mega-caps in 2026 and beyond.


01:27 Introducing David Tuckwell & ETF Shares

03:28 Rethinking scale, moats and long-term growth

06:40 Why Alphabet is still compounding

10:28 AI as infrastructure, not hype

16:13 Nvidia’s software-driven dominance

25:14 ETFs vs stock picking mega-caps

26:00 Closing thoughts on long-term US leaders


📈 Companies mentioned in this episode: Alphabet, Google, Nvidia, Broadcom, Amazon, OpenAI, Tesla, Waymo, Wing, Walmart, Oracle, BYD & ETF Shares.


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


This communication was contributed by a representative of ETFS Shares Management Limited (AFSL No: 562766) and contains information that is general in nature only, and does not take into account your personal objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the information, having regard to your own objectives, financial situation and needs, and consider seeking independent financial, legal, tax and other relevant advice. Any investment decision should only be made after obtaining and considering the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD).


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> <![CDATA[Brace for rate rises, which defence ETF is best & Pimp my Portfolio with Matt Ingram]]> Wed, 28 Jan 2026 18:05:00 GMT 32:36 69799c703718a16cebbbc632 false https://shows.acast.com/equity-mates/episodes/brace-for-rate-rises-which-defence-etf-is-best-pimp-my-portf 69799c703718a16cebbbc632 8c560a52-84ff-4b06-b819-f4e9bd6e85ef brace-for-rate-rises-which-defence-etf-is-best-pimp-my-portf full 11 Bryce and Ren unpack why a stronger jobs report has markets pricing a higher chance of an RBA rate rise in February, before diving into what’s actually been agreed in the long-awaited TikTok US deal (and why the algorithm is the real story).


Plus, a wholesome Pimp My Portfolio with Matt Ingram from Northhaven. Dad Heath submits his daughter Coco’s portfolio, and shares how he makes investing relatable to his kids.


Finally, they go under the hood on three ASX-listed defence ETFs exploring what they hold, how they differ, and what you’re really buying.


In this episode:

01:57 RBA talk: jobs surprise, rate rise odds jump

03:36 AUD hits 16-month high

05:22 TikTok US deal: sold… sort of

08:21 Heath & Coco’s portfolio review (with Matt Ingram)

17:10 Defence ETFs explained: ARMR vs DFND vs DTEC

24:31 Fees, performance & top holdings under the hood

28:46 Takeaways: how to choose between them


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> Bryce and Ren unpack why a stronger jobs report has markets pricing a higher chance of an RBA rate rise in February, before diving into what’s actually been agreed in the long-awaited TikTok US deal (and why the algorithm is the real story).


Plus, a wholesome Pimp My Portfolio with Matt Ingram from Northhaven. Dad Heath submits his daughter Coco’s portfolio, and shares how he makes investing relatable to his kids.


Finally, they go under the hood on three ASX-listed defence ETFs exploring what they hold, how they differ, and what you’re really buying.


In this episode:

01:57 RBA talk: jobs surprise, rate rise odds jump

03:36 AUD hits 16-month high

05:22 TikTok US deal: sold… sort of

08:21 Heath & Coco’s portfolio review (with Matt Ingram)

17:10 Defence ETFs explained: ARMR vs DFND vs DTEC

24:31 Fees, performance & top holdings under the hood

28:46 Takeaways: how to choose between them


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> Why 2026 is the Year of Resources - Luke Laretive Why 2026 is the Year of Resources - Luke Laretive Mon, 26 Jan 2026 18:05:00 GMT 29:32 6972edc54b6b88f001b9aa3d false https://shows.acast.com/equity-mates/episodes/why-2026-is-the-year-of-resources-luke-laretive 6972edc54b6b88f001b9aa3d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef why-2026-is-the-year-of-resources-luke-laretive full 11 Luke Laretive is our first guest in the studio for 2026 and he's wasting no time, laying out his call for the year ahead: 2026 is the year of resources.

We're diving deep into commodity cycles, big-cap miners and two stocks Luke says have genuine 10-bag potential.


For more tips from Luke, subscribe to his newsletter at https://senecafs.com.au/subscribe


In this episode:

01:55 Why 2026 is the year of resources

06:27 What’s driving prices

09:09 Why many fund managers will miss the trade

12:36 Top picks by commodity

17:10 The big miners: BHP, Rio & merger talk

21:02 Lithium outlook

22:52 Two stocks with 10-bag potential

24:44 Portfolio construction & commodity exposure


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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 5406

Hosted on Acast. See acast.com/privacy for more information.

]]> Luke Laretive is our first guest in the studio for 2026 and he's wasting no time, laying out his call for the year ahead: 2026 is the year of resources.

We're diving deep into commodity cycles, big-cap miners and two stocks Luke says have genuine 10-bag potential.


For more tips from Luke, subscribe to his newsletter at https://senecafs.com.au/subscribe


In this episode:

01:55 Why 2026 is the year of resources

06:27 What’s driving prices

09:09 Why many fund managers will miss the trade

12:36 Top picks by commodity

17:10 The big miners: BHP, Rio & merger talk

21:02 Lithium outlook

22:52 Two stocks with 10-bag potential

24:44 Portfolio construction & commodity exposure


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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 5406

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Bryce reveals $500-to-$5k results, China's warning signs & are software companies on sale?]]> Sun, 25 Jan 2026 18:05:00 GMT 27:14 6972d8148262298970121baf false https://shows.acast.com/equity-mates/episodes/bryce-reveals-500-to-5k-results 6972d8148262298970121baf 8c560a52-84ff-4b06-b819-f4e9bd6e85ef bryce-reveals-500-to-5k-results full 11 We're unpacking what China’s structural issues mean for markets, why SaaS stocks are being punished so hard, and whether AI fears have gone too far. Plus, Bryce finally reveals how his $500 to $5,000 challenge actually ended...tune in to find out!


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


Are you the next member of the Equity Mates team? We're looking for a Graphic Designer to start on a 6 month full time contract role, apply here.


In this episode:

02:37 The $500 to $5,000 challenge — final results are in

09:33 China’s collapsing birth rate

13:23 China’s property crisis & the wealth effect

18:10 SaaS stocks vs AI: fear or opportunity?


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> We're unpacking what China’s structural issues mean for markets, why SaaS stocks are being punished so hard, and whether AI fears have gone too far. Plus, Bryce finally reveals how his $500 to $5,000 challenge actually ended...tune in to find out!


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


Are you the next member of the Equity Mates team? We're looking for a Graphic Designer to start on a 6 month full time contract role, apply here.


In this episode:

02:37 The $500 to $5,000 challenge — final results are in

09:33 China’s collapsing birth rate

13:23 China’s property crisis & the wealth effect

18:10 SaaS stocks vs AI: fear or opportunity?


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> 14 Bold Predictions with Andrew Brown 14 Bold Predictions with Andrew Brown Thu, 22 Jan 2026 18:05:00 GMT 48:08 6971c86988b728934d0476d1 false https://shows.acast.com/equity-mates/episodes/14-bold-predictions-with-andrew-brown 6971c86988b728934d0476d1 8c560a52-84ff-4b06-b819-f4e9bd6e85ef 14-bold-predictions-with-andrew-brown full 11 Bryce and Ren are joined by long-time friend of the show Andrew Brown, value investor and Executive Director at East 72, to put 14 big calls on the table for the year ahead and, as always, Andrew will be back at the end of the year to be held accountable.


There are bold calls on IPOs, spinoffs, Asia, precious metals, the world's sexiest airport, sports teams, and why Australia may once again lag global markets before finishing with a few silver linings to watch closely.


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


In this episode:

01:56 Community bold predictions: Bitcoin & AI

03:18 #1: More companies return to public markets (IPOs)

07:16 #2: A wave of spinoffs from global conglomerates

09:24 #3: Active management starts to outperform

13:08 #4: Equal-weight S&P 500 beats the index

15:37 #5: Stick with Asia despite strong gains

18:37 #6: Alternative asset managers struggle

21:08 #7: Unlisted sports teams are in a bubble

24:14 #8: Precious metals bubble starts to unwind

27:01 #9: “Quality” stocks underperform again

29:24 #10: Australia underperforms global markets

32:33 #11: UK stocks continue to surprise

34:56 #12: Investing democratisation accelerates

38:43 #13: Beaten-up apparel brands bounce back

41:07 #14: Australian tourism benefits from weak AUD


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> Bryce and Ren are joined by long-time friend of the show Andrew Brown, value investor and Executive Director at East 72, to put 14 big calls on the table for the year ahead and, as always, Andrew will be back at the end of the year to be held accountable.


There are bold calls on IPOs, spinoffs, Asia, precious metals, the world's sexiest airport, sports teams, and why Australia may once again lag global markets before finishing with a few silver linings to watch closely.


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


In this episode:

01:56 Community bold predictions: Bitcoin & AI

03:18 #1: More companies return to public markets (IPOs)

07:16 #2: A wave of spinoffs from global conglomerates

09:24 #3: Active management starts to outperform

13:08 #4: Equal-weight S&P 500 beats the index

15:37 #5: Stick with Asia despite strong gains

18:37 #6: Alternative asset managers struggle

21:08 #7: Unlisted sports teams are in a bubble

24:14 #8: Precious metals bubble starts to unwind

27:01 #9: “Quality” stocks underperform again

29:24 #10: Australia underperforms global markets

32:33 #11: UK stocks continue to surprise

34:56 #12: Investing democratisation accelerates

38:43 #13: Beaten-up apparel brands bounce back

41:07 #14: Australian tourism benefits from weak AUD


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> <![CDATA[Bryce sells everything, European defence stocks surge & managing your Super]]> Wed, 21 Jan 2026 18:05:00 GMT 30:34 6970479692f0c4b20313c0d0 false https://shows.acast.com/equity-mates/episodes/bryce-sells-everything-european-defence-stocks-surge 6970479692f0c4b20313c0d0 8c560a52-84ff-4b06-b819-f4e9bd6e85ef bryce-sells-everything-european-defence-stocks-surge full 11 In this episode, Bryce and Ren cover European defence stocks surging, silver's explosive run and why Bryce has rebuilt his portfolio from scratch. Plus, we answer a big community question on superannuation that every Australian should think about.


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


In this episode:

00:00 Community updates: 2026 survey + we’re hiring!

02:47 What's happening to European defence stocks

05:03 Silver’s huge run and why it matters

07:14 Bryce explains his full portfolio reset

19:20 Community Question

27:55 Super done right


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> In this episode, Bryce and Ren cover European defence stocks surging, silver's explosive run and why Bryce has rebuilt his portfolio from scratch. Plus, we answer a big community question on superannuation that every Australian should think about.


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


In this episode:

00:00 Community updates: 2026 survey + we’re hiring!

02:47 What's happening to European defence stocks

05:03 Silver’s huge run and why it matters

07:14 Bryce explains his full portfolio reset

19:20 Community Question

27:55 Super done right


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> <![CDATA[We're back: 4 big investing themes & our Stocks of the Year]]> Sun, 18 Jan 2026 18:05:00 GMT 38:25 6969a8852f4375874a8c2292 false https://shows.acast.com/equity-mates/episodes/were-back-big-themes-big-opportunities-the-stock-of-the-year 6969a8852f4375874a8c2292 8c560a52-84ff-4b06-b819-f4e9bd6e85ef were-back-big-themes-big-opportunities-the-stock-of-the-year full 11 Equity Mates is back in the studio for 2026 and Bryce and Ren are kicking off the year with the big investing themes they’re watching, plus the annual Stock of the Year showdown (and yes, Bryce is coming in hot again).


They unpack: the future of health, the rise of “luxury feelings” over luxury goods, whether China takes the lead in tech AND culture, and why 2026 could be a stock picker’s market full of turnarounds.


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


In this episode:

03:57 Personal Updates & How to win $500 with the Equity Mates Annual Survey

10:17 Commodities, Future of Health and The Rise of Luxury Feelings

18:32 China's Growing Influence and The Year of Stock Turnarounds

25:20 TransMedics vs Xero: Our Top Picks for 2026


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> Equity Mates is back in the studio for 2026 and Bryce and Ren are kicking off the year with the big investing themes they’re watching, plus the annual Stock of the Year showdown (and yes, Bryce is coming in hot again).


They unpack: the future of health, the rise of “luxury feelings” over luxury goods, whether China takes the lead in tech AND culture, and why 2026 could be a stock picker’s market full of turnarounds.


Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


In this episode:

03:57 Personal Updates & How to win $500 with the Equity Mates Annual Survey

10:17 Commodities, Future of Health and The Rise of Luxury Feelings

18:32 China's Growing Influence and The Year of Stock Turnarounds

25:20 TransMedics vs Xero: Our Top Picks for 2026


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> Essentials: How Alex Thompson is setting up clients for 2026 | Viola Private Wealth Essentials: How Alex Thompson is setting up clients for 2026 | Viola Private Wealth Wed, 14 Jan 2026 18:05:00 GMT 37:34 696466393a409cca4998966e false https://shows.acast.com/equity-mates/episodes/essentials-how-alex-thompson-is-setting-up-clients-for-2026 696466393a409cca4998966e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef essentials-how-alex-thompson-is-setting-up-clients-for-2026 full 11 As 2026 kicks off with big headlines (AI bubble? trade wars? geopolitics?), Alex Thompson from Viola Private Wealth joins Ren to zoom out and discuss why good investing fundamentals don’t change, even when the world does.


They unpack what’s driving markets, why private markets are becoming more relevant, and the simple portfolio disciplines Alex uses to keep clients on track.


In this episode:

02:46 How will 2026 be different to 2025?

10:53 Is AI a bubble? The role of leverage, debt markets, and why the answer matters less than portfolio design

13:57 Private markets explained and why companies are staying private longer

21:08 How Alex builds portfolios

35:56 The golden rules for 2026


Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?

  • Download our free Basics of ETF handbook
  • Or our free 4-step stock checklist
  • Find company information on TIKR
  • Screen the market with GuruFocus
  • Track your portfolio with Sharesight


———


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.

]]> As 2026 kicks off with big headlines (AI bubble? trade wars? geopolitics?), Alex Thompson from Viola Private Wealth joins Ren to zoom out and discuss why good investing fundamentals don’t change, even when the world does.


They unpack what’s driving markets, why private markets are becoming more relevant, and the simple portfolio disciplines Alex uses to keep clients on track.


In this episode:

02:46 How will 2026 be different to 2025?

10:53 Is AI a bubble? The role of leverage, debt markets, and why the answer matters less than portfolio design

13:57 Private markets explained and why companies are staying private longer

21:08 How Alex builds portfolios

35:56 The golden rules for 2026


Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?

  • Download our free Basics of ETF handbook
  • Or our free 4-step stock checklist
  • Find company information on TIKR
  • Screen the market with GuruFocus
  • Track your portfolio with Sharesight


———


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.

]]> Essentials: Our investing playbook Essentials: Our investing playbook Sun, 11 Jan 2026 18:05:00 GMT 26:09 695c591852eada8779b67f8e false https://shows.acast.com/equity-mates/episodes/essentials-our-investing-playbook 695c591852eada8779b67f8e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef essentials-our-investing-playbook full 11 We’re back with Essentials, breaking down how we actually invest.


In this episode, Bryce and Ren explain their core & satellite approach, why low-cost index funds form the foundation of their portfolios, how dollar cost averaging removes emotion from investing, and the simple framework they use to find and assess individual stock ideas.


Timestamps:

01:16 Core & satellite explained

02:33 Building the core

04:25 Why beating the market is so hard

06:22 Bryce’s core portfolio

08:14 Ren’s core portfolio

08:42 Dollar cost averaging

13:06 The satellite portfolio

14:00 Finding stock ideas

17:54 The 4-step checklist

23:17 Do you even need a satellite?


Links mentioned:

  • Hear Ren unpack his portfolio in depth in this recent episode here.
  • For stock market news we follow Tickr and Gurufocus.
  • Find out 4-Step Stock Checklist here.
  • Check out The 12 Steps to Get Started Investing special podcast series launching Tuesday 13th January here.


Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?

  • Download our free Basics of ETF handbook
  • Or our free 4-step stock checklist
  • Find company information on TIKR
  • Screen the market with GuruFocus
  • Track your portfolio with Sharesight


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> We’re back with Essentials, breaking down how we actually invest.


In this episode, Bryce and Ren explain their core & satellite approach, why low-cost index funds form the foundation of their portfolios, how dollar cost averaging removes emotion from investing, and the simple framework they use to find and assess individual stock ideas.


Timestamps:

01:16 Core & satellite explained

02:33 Building the core

04:25 Why beating the market is so hard

06:22 Bryce’s core portfolio

08:14 Ren’s core portfolio

08:42 Dollar cost averaging

13:06 The satellite portfolio

14:00 Finding stock ideas

17:54 The 4-step checklist

23:17 Do you even need a satellite?


Links mentioned:

  • Hear Ren unpack his portfolio in depth in this recent episode here.
  • For stock market news we follow Tickr and Gurufocus.
  • Find out 4-Step Stock Checklist here.
  • Check out The 12 Steps to Get Started Investing special podcast series launching Tuesday 13th January here.


Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?

  • Download our free Basics of ETF handbook
  • Or our free 4-step stock checklist
  • Find company information on TIKR
  • Screen the market with GuruFocus
  • Track your portfolio with Sharesight


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> Essentials: The fundamentals of good investing Essentials: The fundamentals of good investing Wed, 07 Jan 2026 18:05:00 GMT 24:06 695b273d1002b08bc82abb56 false https://shows.acast.com/equity-mates/episodes/essentials-the-fundamentals-of-good-investing 695b273d1002b08bc82abb56 8c560a52-84ff-4b06-b819-f4e9bd6e85ef essentials-the-fundamentals-of-good-investing full 11 We’re continuing our 2026 Essentials series with the seven rules of great long-term investing: the principles Bryce and Ren come back to every year, no matter what markets are doing. They break down the habits, mindsets and structures that matter most if you want to build wealth over decades, not chase fads or headlines.


In this episode:

02:13 Rule #1: Always think long-term

03:23 The Lehman Brothers example

04:40 Rule #2: Your savings rate matters more than returns

05:22 Why small changes compound

07:25 Rule #3: Diversification

08:32 Rule #4: Keep costs low

09:10 The Buffett fee example

13:29 Rule #5: How to look for great companies

16:21 Rule #6: Fads fade, competitive advantages last

18:18 Buffett “moats” and Helmer’s Seven Powers explained

21:36 Rule #7: Why automation beats willpower


Want to go deeper? We’ve put together our Equity Mates Summer Reading List, featuring many of the books and thinkers that shaped our seven rules: https://x40s1z0ymjt.typeform.com/e


Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?

  • Download our free Basics of ETF handbook
  • Or our free 4-step stock checklist
  • Find company information on TIKR
  • Screen the market with GuruFocus
  • Track your portfolio with Sharesight


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> We’re continuing our 2026 Essentials series with the seven rules of great long-term investing: the principles Bryce and Ren come back to every year, no matter what markets are doing. They break down the habits, mindsets and structures that matter most if you want to build wealth over decades, not chase fads or headlines.


In this episode:

02:13 Rule #1: Always think long-term

03:23 The Lehman Brothers example

04:40 Rule #2: Your savings rate matters more than returns

05:22 Why small changes compound

07:25 Rule #3: Diversification

08:32 Rule #4: Keep costs low

09:10 The Buffett fee example

13:29 Rule #5: How to look for great companies

16:21 Rule #6: Fads fade, competitive advantages last

18:18 Buffett “moats” and Helmer’s Seven Powers explained

21:36 Rule #7: Why automation beats willpower


Want to go deeper? We’ve put together our Equity Mates Summer Reading List, featuring many of the books and thinkers that shaped our seven rules: https://x40s1z0ymjt.typeform.com/e


Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?

  • Download our free Basics of ETF handbook
  • Or our free 4-step stock checklist
  • Find company information on TIKR
  • Screen the market with GuruFocus
  • Track your portfolio with Sharesight


———


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Essentials: Why we invest (& you should too)]]> Sun, 04 Jan 2026 18:05:00 GMT 26:28 694b308644fae3e802eb0b39 false https://shows.acast.com/equity-mates/episodes/essentials-why-we-invest-you-should-too 694b308644fae3e802eb0b39 8c560a52-84ff-4b06-b819-f4e9bd6e85ef essentials-why-we-invest-you-should-too full 11 We’re kicking off the new year sharing the essentials for kickstarting investing in 2026. In the next four episodes Bryce and Ren go back to basics and beyond to help you build long-term wealth with simple, repeatable habits.


In this episode:

01:00 What this series covers

02:30 Why we're investing in 2026

06:01 Compounding refresher

08:48 Time in vs timing the market

10:19 The risk of not investing

13:18 Why we love stocks

17:13 How great companies can work for you

21:00 Amazon case study

23:00 Why consistency beats perfection


Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> We’re kicking off the new year sharing the essentials for kickstarting investing in 2026. In the next four episodes Bryce and Ren go back to basics and beyond to help you build long-term wealth with simple, repeatable habits.


In this episode:

01:00 What this series covers

02:30 Why we're investing in 2026

06:01 Compounding refresher

08:48 Time in vs timing the market

10:19 The risk of not investing

13:18 Why we love stocks

17:13 How great companies can work for you

21:00 Amazon case study

23:00 Why consistency beats perfection


Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> Best of the Best: Building a portfolio of great managers - Daniel Kelly | Viola Private Wealth Best of the Best: Building a portfolio of great managers - Daniel Kelly | Viola Private Wealth Wed, 17 Dec 2025 18:05:00 GMT 47:46 69420eb07e21d19ff252f540 false https://shows.acast.com/equity-mates/episodes/best-of-the-best-danielkelly 69420eb07e21d19ff252f540 8c560a52-84ff-4b06-b819-f4e9bd6e85ef best-of-the-best-danielkelly full 10 In our last Equity Mates Investing episode for 2025, Daniel Kelly, Chief Investment Officer at Viola Private Wealth, joins us to unpack how professional investors think about portfolio construction. We dive into Viola's methodologies for manager selection and building an “all-weather” portfolio that can hold up across times of turbulence and change.


In this episode:

• The Core Squared Satellite model and why Viola runs two “cores” instead of one

• How to think about liquidity (and why most investors get it wrong)

• The five alternative asset classes Viola uses to diversify risk

• The red flags that instantly rule fund managers out

• Where Daniel sees opportunity and risk heading into 2026


Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> In our last Equity Mates Investing episode for 2025, Daniel Kelly, Chief Investment Officer at Viola Private Wealth, joins us to unpack how professional investors think about portfolio construction. We dive into Viola's methodologies for manager selection and building an “all-weather” portfolio that can hold up across times of turbulence and change.


In this episode:

• The Core Squared Satellite model and why Viola runs two “cores” instead of one

• How to think about liquidity (and why most investors get it wrong)

• The five alternative asset classes Viola uses to diversify risk

• The red flags that instantly rule fund managers out

• Where Daniel sees opportunity and risk heading into 2026


Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> <![CDATA[Best of the Best: We're definitely in a bubble (and that’s okay) - Alister Coleman | Folklore Ventures]]> Sun, 14 Dec 2025 18:05:00 GMT 53:18 693b89d8593d8f20b625e0da false https://shows.acast.com/equity-mates/episodes/best-of-the-best-alistercoleman 693b89d8593d8f20b625e0da 8c560a52-84ff-4b06-b819-f4e9bd6e85ef best-of-the-best-alistercoleman full 10 In this episode Alister Coleman, managing partner at Folklore Ventures, joins us to unpack how an early-stage VC identifies standout founders, world-class products and long-run opportunities (even when it’s just “two people and a laptop.”)


In this episode:

• What Ansarada taught Folklore about sticky products and misunderstood markets

• How Auror became one of NZ’s quiet breakout successes in retail loss prevention

• Why frontier tech like Hullbot and Kry10 show Australia’s edge

• The coming AI bubble… and why Alister is still leaning in


Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> In this episode Alister Coleman, managing partner at Folklore Ventures, joins us to unpack how an early-stage VC identifies standout founders, world-class products and long-run opportunities (even when it’s just “two people and a laptop.”)


In this episode:

• What Ansarada taught Folklore about sticky products and misunderstood markets

• How Auror became one of NZ’s quiet breakout successes in retail loss prevention

• Why frontier tech like Hullbot and Kry10 show Australia’s edge

• The coming AI bubble… and why Alister is still leaning in


Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> <![CDATA[Best of the Best: Ignore the noise & find great companies - Arden Jennings | Ausbil]]> Wed, 10 Dec 2025 18:05:00 GMT 40:57 6939035134867e026d0f2c42 false https://shows.acast.com/equity-mates/episodes/best-of-the-best-ignore-the-noise-find-great-companies-arden 6939035134867e026d0f2c42 8c560a52-84ff-4b06-b819-f4e9bd6e85ef best-of-the-best-ignore-the-noise-find-great-companies-arden full 10 Today we’re joined by Arden Jennings, co-head of Emerging Companies at Ausbil and portfolio manager for their small and micro cap funds.


Arden explains why he thinks 2026 will be the year for Aussie Small Caps, and what companies might grow into household names over the next couple of years (or decades!).


In this episode:

  • Why small caps are back and where Arden sees the best opportunities
  • Spotting upgrades and avoiding blow-ups
  • And how he’s thinking about themes like AI, mining services and Life360 for 2026


For more information about Ausbil and important disclosures, including Ausbil’s disclaimer, please refer here.


Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.


———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> Today we’re joined by Arden Jennings, co-head of Emerging Companies at Ausbil and portfolio manager for their small and micro cap funds.


Arden explains why he thinks 2026 will be the year for Aussie Small Caps, and what companies might grow into household names over the next couple of years (or decades!).


In this episode:

  • Why small caps are back and where Arden sees the best opportunities
  • Spotting upgrades and avoiding blow-ups
  • And how he’s thinking about themes like AI, mining services and Life360 for 2026


For more information about Ausbil and important disclosures, including Ausbil’s disclaimer, please refer here.


Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.


———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> Best of the Best: Riding the waves of disruption - Anshu Sharma | Loftus Peak Best of the Best: Riding the waves of disruption - Anshu Sharma | Loftus Peak Sun, 07 Dec 2025 18:05:00 GMT 49:32 693259d2aef2c71c1da355e7 false https://shows.acast.com/equity-mates/episodes/best-of-the-best-anshu-sharma 693259d2aef2c71c1da355e7 8c560a52-84ff-4b06-b819-f4e9bd6e85ef best-of-the-best-anshu-sharma full 10 We’re continuing Best of the Best, our series profiling some of Australia’s top investors and the processes behind their performance.


Today we’re joined by Anshu Sharma, portfolio manager and co-founder of Loftus Peak, to unpack how a pure-play disruption investor thinks about Nvidia, AI, semiconductors, GLP-1 drugs and more.


In this episode:

  • How Loftus Peak finds long-term structural trends (and filters out short-term hype)
  • Which trends are still early in their disruption lifecycle
  • The process edge: building a 3–5 year view, strict valuation discipline and knowing when to walk away


Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points


———

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.

]]> We’re continuing Best of the Best, our series profiling some of Australia’s top investors and the processes behind their performance.


Today we’re joined by Anshu Sharma, portfolio manager and co-founder of Loftus Peak, to unpack how a pure-play disruption investor thinks about Nvidia, AI, semiconductors, GLP-1 drugs and more.


In this episode:

  • How Loftus Peak finds long-term structural trends (and filters out short-term hype)
  • Which trends are still early in their disruption lifecycle
  • The process edge: building a 3–5 year view, strict valuation discipline and knowing when to walk away


Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points


———

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.

]]> <![CDATA[Best of the Best: AI Hype, China Risk & Australia's Best Stocks - Julia Weng | Paradice Investments]]> Wed, 03 Dec 2025 18:05:00 GMT 40:55 692fce590a19c631c0c5f9fe false https://shows.acast.com/equity-mates/episodes/best-of-the-best-juliaweng 692fce590a19c631c0c5f9fe 8c560a52-84ff-4b06-b819-f4e9bd6e85ef best-of-the-best-juliaweng full 10 We’re continuing Best of the Best series and today we’re joined by Julia Weng, portfolio manager at Paradice Investment Management, who has consistently beaten the ASX 200 in large-cap Aussie equities.


Julia breaks down how she navigates banks, miners, defensives and the repeatable process behind Paradice’s edge.


In this episode:

• Why return-on-capital and aligned management teams drive Paradice’s stock picking

• How Julia builds conviction: expert calls, field research and evidence over hype

• The advancements in robotics and automation being overshadowed by AI-hype


Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> We’re continuing Best of the Best series and today we’re joined by Julia Weng, portfolio manager at Paradice Investment Management, who has consistently beaten the ASX 200 in large-cap Aussie equities.


Julia breaks down how she navigates banks, miners, defensives and the repeatable process behind Paradice’s edge.


In this episode:

• Why return-on-capital and aligned management teams drive Paradice’s stock picking

• How Julia builds conviction: expert calls, field research and evidence over hype

• The advancements in robotics and automation being overshadowed by AI-hype


Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> Best of the Best: Good investing starts with a great process - Andrew Mitchell | Ophir Best of the Best: Good investing starts with a great process - Andrew Mitchell | Ophir Sun, 30 Nov 2025 18:05:00 GMT 39:20 69293fbf68e521ed8d805af2 false https://shows.acast.com/equity-mates/episodes/best-of-the-best-andrewmitchell 69293fbf68e521ed8d805af2 8c560a52-84ff-4b06-b819-f4e9bd6e85ef best-of-the-best-andrewmitchell full 10 We're kicking off Best of the Best, our series profiling some of Australia’s top investors and the processes behind their performance. Today we’re joined by Andrew Mitchell, founder and senior portfolio manager at Ophir Asset Management.


Andrew explains how true small-cap specialists uncover opportunities most investors never see, and the hard, unglamorous research that sits behind Ophir’s track record.


In this episode:

• How Ophir builds conviction: customers, suppliers, ex-staff and on-the-ground research

• “Pounding the rock”: daily stock theses, avoiding drift and constant re-checks

• The most underrated investing skill: self-awareness and checking your ego at the door


Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?

———


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.

]]> We're kicking off Best of the Best, our series profiling some of Australia’s top investors and the processes behind their performance. Today we’re joined by Andrew Mitchell, founder and senior portfolio manager at Ophir Asset Management.


Andrew explains how true small-cap specialists uncover opportunities most investors never see, and the hard, unglamorous research that sits behind Ophir’s track record.


In this episode:

• How Ophir builds conviction: customers, suppliers, ex-staff and on-the-ground research

• “Pounding the rock”: daily stock theses, avoiding drift and constant re-checks

• The most underrated investing skill: self-awareness and checking your ego at the door


Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?

———


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.

]]> Andrew Brown reviews his 2025 bold predictions Andrew Brown reviews his 2025 bold predictions Thu, 27 Nov 2025 18:05:00 GMT 52:11 6927fdf81874a1556d747639 false https://shows.acast.com/equity-mates/episodes/andrew-brown-reviews-his-2025-bold-predictions 6927fdf81874a1556d747639 8c560a52-84ff-4b06-b819-f4e9bd6e85ef andrew-brown-reviews-his-2025-bold-predictions full 10 Every year, Andrew Brown comes on to make big calls about markets, and then actually fronts up at the end of the year to see how he went. In this episode, he reviews his 14 bold predictions for 2025 and unpacks where he nailed it, where he missed it, and the investing lessons in between.


We cover:

• US equities, bond yields and why the macro calls went sideways

• AI euphoria vs reality (who made money and who didn’t

• Chinese tech’s big comeback vs booze stocks’ continued hangover

• Small caps, luxury and global car makers under real pressure

• His worst call (Novo Nordisk) and best call (China tech)


Andrew also digs into recency bias, why politics mattered less than you think, and why getting out of the ASX and into global markets has never been more important.


Listen to Andrew's 2025 Predictions in full here.


———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———

Looking for some of our favourite research tools?


———

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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> Every year, Andrew Brown comes on to make big calls about markets, and then actually fronts up at the end of the year to see how he went. In this episode, he reviews his 14 bold predictions for 2025 and unpacks where he nailed it, where he missed it, and the investing lessons in between.


We cover:

• US equities, bond yields and why the macro calls went sideways

• AI euphoria vs reality (who made money and who didn’t

• Chinese tech’s big comeback vs booze stocks’ continued hangover

• Small caps, luxury and global car makers under real pressure

• His worst call (Novo Nordisk) and best call (China tech)


Andrew also digs into recency bias, why politics mattered less than you think, and why getting out of the ASX and into global markets has never been more important.


Listen to Andrew's 2025 Predictions in full here.


———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———

Looking for some of our favourite research tools?


———

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. 

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[2025 Wrapped: Best ideas, insights & investments from a huge year]]> Wed, 26 Nov 2025 18:05:00 GMT 23:13 692695d2064897cd5fb2f3b0 false https://shows.acast.com/equity-mates/episodes/2025-wrapped-best-ideas-insights-investments 692695d2064897cd5fb2f3b0 8c560a52-84ff-4b06-b819-f4e9bd6e85ef 2025-wrapped-best-ideas-insights-investments full 10 2025 had everything. An AI infrastructure boom, China roaring back, gold up nearly 50%, surprise rate cuts and a few scandals we’d all forgotten about (Coldplay Kiss Cam CEO, anyone?). We break down what actually mattered for your portfolio.


In this episode we cover:

• The biggest market moments of 2025

• How the ASX, S&P 500, Europe, Japan and China really performed

• The standout winners

• The surprising underperformers


Then Simon jumps into the hot seat for his annual Mr Beat Up review, running through which beaten-up stocks bounced…and which ones absolutely didn’t.


Close out a huge 2025 with us and make sure you’re subscribed so you don’t miss our Best of the Best series starting next week with some of Australia’s top fund managers.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

·      Listen to the podcast (Apple | Spotify)

·      Watch on YouTube

·      Read the monthly email


———


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.

]]> 2025 had everything. An AI infrastructure boom, China roaring back, gold up nearly 50%, surprise rate cuts and a few scandals we’d all forgotten about (Coldplay Kiss Cam CEO, anyone?). We break down what actually mattered for your portfolio.


In this episode we cover:

• The biggest market moments of 2025

• How the ASX, S&P 500, Europe, Japan and China really performed

• The standout winners

• The surprising underperformers


Then Simon jumps into the hot seat for his annual Mr Beat Up review, running through which beaten-up stocks bounced…and which ones absolutely didn’t.


Close out a huge 2025 with us and make sure you’re subscribed so you don’t miss our Best of the Best series starting next week with some of Australia’s top fund managers.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

·      Listen to the podcast (Apple | Spotify)

·      Watch on YouTube

·      Read the monthly email


———


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.

]]> Housing, shopping, gambling: How they get you - Chris Kohler Housing, shopping, gambling: How they get you - Chris Kohler Mon, 24 Nov 2025 18:05:00 GMT 46:52 692400e59274ead23ccbbc2a true https://shows.acast.com/equity-mates/episodes/how-they-get-you-chris-kohler 692400e59274ead23ccbbc2a 8c560a52-84ff-4b06-b819-f4e9bd6e85ef how-they-get-you-chris-kohler full 10 Are you being ripped off…without even realising it?


We brought in Channel 9’s finance editor Chris Kohler to unpack the scams, tricks and corporate tactics hidden across Australia’s economy from your mortgage to your supermarket shop to your Friday arvo punt. Chris’ new book How They Get You lifts the lid on the big (and small) ways companies quietly extract more from your wallet… and what you can do to push back.


Also in this episode:

  • The marketing tactics Chris says are “quite simply f***ed” (hello, car loans)
  • Why Australia’s worst consumer outcomes come from a lack of competition
  • How gambling, auctions, and “loyalty” programs pull psychological levers to keep you spending
  • The housing policy trap politicians won’t touch — and the bold fix Chris would push through if he was PM for a day


Check out Chris' new book at all good booksellers.

———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> Are you being ripped off…without even realising it?


We brought in Channel 9’s finance editor Chris Kohler to unpack the scams, tricks and corporate tactics hidden across Australia’s economy from your mortgage to your supermarket shop to your Friday arvo punt. Chris’ new book How They Get You lifts the lid on the big (and small) ways companies quietly extract more from your wallet… and what you can do to push back.


Also in this episode:

  • The marketing tactics Chris says are “quite simply f***ed” (hello, car loans)
  • Why Australia’s worst consumer outcomes come from a lack of competition
  • How gambling, auctions, and “loyalty” programs pull psychological levers to keep you spending
  • The housing policy trap politicians won’t touch — and the bold fix Chris would push through if he was PM for a day


Check out Chris' new book at all good booksellers.

———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


———


Looking for some of our favourite research tools?


———


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.

]]> <![CDATA[Nvidia's wild swings & 11 experts pitched their best ideas for 2026, we review them]]> Sun, 23 Nov 2025 18:05:00 GMT 31:42 691fff20d8c4f044ff20c8ec false https://shows.acast.com/equity-mates/episodes/nvidia-swings-big-the-hearts-minds-conference-delivers 691fff20d8c4f044ff20c8ec 8c560a52-84ff-4b06-b819-f4e9bd6e85ef nvidia-swings-big-the-hearts-minds-conference-delivers full 10 Nvidia had one of the wildest 36 hours in market history smashing earnings, soaring after-hours, then wiping out $450 billion in value by the next day. We break down what actually happened.


Then we turn to one of the biggest events of the year Sohn Hearts and Minds where 11 of the world’s top fund managers pitched their best stock ideas for 2026. Special guest Liv from the Equity Mates team reports on the vibes in the room and joins us for a draft championship!


From entertainment giant's TKO Group and Live Nation to Morimatsu, builders of modular factories in Japan, we each build our own four-stock portfolio…and defend our picks.


Meet some of the Sohn Hearts and Minds 2025 stock pickers right here on Equity Mates:

  • Listen to Eric Wong here
  • & Beeneet Kothari here


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.



———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

·      Listen to the podcast (Apple | Spotify)

·      Watch on YouTube

·      Read the monthly email


———


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.

]]> Nvidia had one of the wildest 36 hours in market history smashing earnings, soaring after-hours, then wiping out $450 billion in value by the next day. We break down what actually happened.


Then we turn to one of the biggest events of the year Sohn Hearts and Minds where 11 of the world’s top fund managers pitched their best stock ideas for 2026. Special guest Liv from the Equity Mates team reports on the vibes in the room and joins us for a draft championship!


From entertainment giant's TKO Group and Live Nation to Morimatsu, builders of modular factories in Japan, we each build our own four-stock portfolio…and defend our picks.


Meet some of the Sohn Hearts and Minds 2025 stock pickers right here on Equity Mates:

  • Listen to Eric Wong here
  • & Beeneet Kothari here


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.



———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

·      Listen to the podcast (Apple | Spotify)

·      Watch on YouTube

·      Read the monthly email


———


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.

]]> Signals for 2026: What Matters, What Doesn’t - Seb Mullins | Schroders Signals for 2026: What Matters, What Doesn’t - Seb Mullins | Schroders Thu, 20 Nov 2025 18:05:00 GMT 44:51 691e511ccce7a2a565eb0f83 false https://shows.acast.com/equity-mates/episodes/signals-for-2026-seb-mullins-schroders 691e511ccce7a2a565eb0f83 8c560a52-84ff-4b06-b819-f4e9bd6e85ef signals-for-2026-seb-mullins-schroders full 10 Seb Mullins, Head of Multi-Asset and Fixed Income at Schroders helps us cut through the noise and identify the signals that matter for investors heading into 2026.


We cover why the US economy may stay red-hot, why Europe and emerging markets could finally rebound, and the labour-market wobble that could decide whether the next 12 months boom… or break.


Also in this episode:

  • Is the AI boom a bubble?
  • Gold’s wild run
  • Emerging market trends to watch


Strap in for a rapid global tour through what matters (and what doesn’t) as we prepare for another volatile year.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

·      Listen to the podcast (Apple | Spotify)

·      Watch on YouTube

·      Read the monthly email


———


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.

]]> Seb Mullins, Head of Multi-Asset and Fixed Income at Schroders helps us cut through the noise and identify the signals that matter for investors heading into 2026.


We cover why the US economy may stay red-hot, why Europe and emerging markets could finally rebound, and the labour-market wobble that could decide whether the next 12 months boom… or break.


Also in this episode:

  • Is the AI boom a bubble?
  • Gold’s wild run
  • Emerging market trends to watch


Strap in for a rapid global tour through what matters (and what doesn’t) as we prepare for another volatile year.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

·      Listen to the podcast (Apple | Spotify)

·      Watch on YouTube

·      Read the monthly email


———


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.

]]> <![CDATA[Bitcoin is down bad, Ren’s portfolio shake-up & Pimp my Portfolio with Matt Ingram]]> Wed, 19 Nov 2025 18:05:00 GMT 39:13 691d5c9b295fc6e848f3ce8f false https://shows.acast.com/equity-mates/episodes/bear-market-bitcoin-rens-portfolio-shake-up-pimp-my-portfoli 691d5c9b295fc6e848f3ce8f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef bear-market-bitcoin-rens-portfolio-shake-up-pimp-my-portfoli full 10 Bitcoin has slid into bear-market territory and we dig into the what's really driving the sell-off.


Plus, we also look at a surprising shift in the US: obesity rates are finally dropping, driven by the explosive rise of GLP-1 drugs like Ozempic. What does it mean for stocks like Eli Lilly and Novo Nordisk?


That’s not all in this episode:

  • Ren rebuilds his core portfolio
  • We compare two ex-US ETFs that look similar but are wildly different under the hood
  • And Matt Ingram helps Josh refine his stock-heavy portfolio


To submit your portfolio for the show, head to equitymates.com/contact or equitymates.com/advice.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

·      Listen to the podcast (Apple | Spotify)

·      Watch on YouTube

·      Read the monthly email


———


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.

]]> Bitcoin has slid into bear-market territory and we dig into the what's really driving the sell-off.


Plus, we also look at a surprising shift in the US: obesity rates are finally dropping, driven by the explosive rise of GLP-1 drugs like Ozempic. What does it mean for stocks like Eli Lilly and Novo Nordisk?


That’s not all in this episode:

  • Ren rebuilds his core portfolio
  • We compare two ex-US ETFs that look similar but are wildly different under the hood
  • And Matt Ingram helps Josh refine his stock-heavy portfolio


To submit your portfolio for the show, head to equitymates.com/contact or equitymates.com/advice.


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

·      Listen to the podcast (Apple | Spotify)

·      Watch on YouTube

·      Read the monthly email


———


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.

]]> Ask an Adviser: What’s your exit strategy? Retiring at any age with Dylan Pargiter-Green Ask an Adviser: What’s your exit strategy? Retiring at any age with Dylan Pargiter-Green Mon, 17 Nov 2025 18:05:00 GMT 38:17 691ab4d72e9210d8a314047c false https://shows.acast.com/equity-mates/episodes/retiring-at-any-age 691ab4d72e9210d8a314047c 8c560a52-84ff-4b06-b819-f4e9bd6e85ef retiring-at-any-age full 10 Everyone needs an exit strategy — and today we're breaking down what it actually takes to retire well at any age.


Financial adviser Dylan Pargiter-Green returns with three case studies:

  • the FIRE retiree aiming to quit at 40
  • the “early mark” retiree planning to stop work in their 50s
  • and the classic retiree looking to finish in their 60s


We unpack the numbers, the lifestyle trade-offs, how much you really need, and how super vs outside-super assets should work together. We also dig into housing decisions, longevity risk, and the small tweaks that make a massive difference in your final decade before retirement.


If you want to go deeper or speak with Dylan or another adviser from our network, head to equitymates.com/advice or complete this form for Dylan's retirement case studies.


Timestamps

5.30 - Fire Retirers (40s)

15.00 - Early Mark (50s)

25.30 - Standard (60s)

31.00 - Closing Questions


———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

·      Listen to the podcast (Apple | Spotify)

·      Watch on YouTube

·      Read the monthly email

———

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.

]]> Everyone needs an exit strategy — and today we're breaking down what it actually takes to retire well at any age.


Financial adviser Dylan Pargiter-Green returns with three case studies:

  • the FIRE retiree aiming to quit at 40
  • the “early mark” retiree planning to stop work in their 50s
  • and the classic retiree looking to finish in their 60s


We unpack the numbers, the lifestyle trade-offs, how much you really need, and how super vs outside-super assets should work together. We also dig into housing decisions, longevity risk, and the small tweaks that make a massive difference in your final decade before retirement.


If you want to go deeper or speak with Dylan or another adviser from our network, head to equitymates.com/advice or complete this form for Dylan's retirement case studies.


Timestamps

5.30 - Fire Retirers (40s)

15.00 - Early Mark (50s)

25.30 - Standard (60s)

31.00 - Closing Questions


———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

·      Listen to the podcast (Apple | Spotify)

·      Watch on YouTube

·      Read the monthly email

———

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.

]]> <![CDATA[Warren Buffett's swan song, we're changing our core portfolios & timing your investing]]> Sun, 16 Nov 2025 18:05:00 GMT 29:01 6916aacac66f88b09201269e false https://shows.acast.com/equity-mates/episodes/warren-buffetts-swan-song 6916aacac66f88b09201269e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef warren-buffetts-swan-song full 10 Warren Buffett has penned his final shareholder letter. We break down the lessons worth carrying forward.


Then we head to Guinea, where the long-awaited Simandou project has finally shipped its first iron ore. What does this mean for BHP, Rio, Fortescue and Australia’s tax base?


Also in this episode:

  • Simon reveals why leverage is reshaping his core portfolio. Emerging Markets Report here.
  • And we answer a community question on how often to dollar-cost average


To run the numbers for your own investing cadence, check out this Investment Frequency Calculator: https://investcalc.github.io/.


———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

———

Looking for some of our favourite research tools?

———

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.

]]> Warren Buffett has penned his final shareholder letter. We break down the lessons worth carrying forward.


Then we head to Guinea, where the long-awaited Simandou project has finally shipped its first iron ore. What does this mean for BHP, Rio, Fortescue and Australia’s tax base?


Also in this episode:

  • Simon reveals why leverage is reshaping his core portfolio. Emerging Markets Report here.
  • And we answer a community question on how often to dollar-cost average


To run the numbers for your own investing cadence, check out this Investment Frequency Calculator: https://investcalc.github.io/.


———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

———

Looking for some of our favourite research tools?

———

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.

]]> The case for and against an AI bubble - Alan Pullen | Magellan The case for and against an AI bubble - Alan Pullen | Magellan Thu, 13 Nov 2025 18:05:00 GMT 35:23 69019751c0c4e49940090001 false https://shows.acast.com/equity-mates/episodes/alan-pullen-magellan 69019751c0c4e49940090001 8c560a52-84ff-4b06-b819-f4e9bd6e85ef alan-pullen-magellan full 10 Over the past decade, Alan Pullen and the team at Magellan are focused on finding the world’s best companies and staying disciplined through the hype.


As Portfolio Manager of the Magellan Global Opportunities Fund (ASX:OPPT), Alan is navigating a market obsessed with AI and asking the big question: are we in a stock market bubble?


We cover:

  • Whether today’s market is a bubble or justified by fundamentals
  • How Magellan is positioning for the AI revolution
  • Why Alan still backs companies like Microsoft, TSMC and Nestlé


This episode is sponsored by Magellan. Support from partners like Magellan helps keep our content free.


Learn more about the Magellan Global Opportunities Fund (ASX:OPPT): magellangroup.com.au/funds/magellan-global-opportunities-fund


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

·      Listen to the podcast (Apple | Spotify)

·      Watch on YouTube

·      Read the monthly email


———


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.

]]> Over the past decade, Alan Pullen and the team at Magellan are focused on finding the world’s best companies and staying disciplined through the hype.


As Portfolio Manager of the Magellan Global Opportunities Fund (ASX:OPPT), Alan is navigating a market obsessed with AI and asking the big question: are we in a stock market bubble?


We cover:

  • Whether today’s market is a bubble or justified by fundamentals
  • How Magellan is positioning for the AI revolution
  • Why Alan still backs companies like Microsoft, TSMC and Nestlé


This episode is sponsored by Magellan. Support from partners like Magellan helps keep our content free.


Learn more about the Magellan Global Opportunities Fund (ASX:OPPT): magellangroup.com.au/funds/magellan-global-opportunities-fund


———


Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.


———


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

·      Listen to the podcast (Apple | Spotify)

·      Watch on YouTube

·      Read the monthly email


———


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.

]]> <![CDATA[50-year mortgages are a bad idea, how to check for ETF overlap & why the Big Banks are struggling]]> Wed, 12 Nov 2025 18:05:00 GMT 32:24 6913e9d1dac02c1fcfd3f23c false https://shows.acast.com/equity-mates/episodes/50-year-mortgages 6913e9d1dac02c1fcfd3f23c 8c560a52-84ff-4b06-b819-f4e9bd6e85ef 50-year-mortgages full 10 Fifty-year mortgages are being pushed by President Trump in the US. Could this be the fix for housing affordability, or a ticking time bomb for long-term financial stability?


We also tackle a community question about the hidden dangers of ETF overlap and what it really means for your portfolio’s diversification. To go even deeper, check out our Get Started Investing episode on the topic here 🔗


Plus, we feature clips from our interview with Tim Carleton, Chief Investment Officer at Auscap Asset Management, who argues three out of the four Big Banks in Australia have lost their competitive advantage. You can catch the full conversation with Tim in our Basis Points episode, available now.


Timestamps

1.23 News and Markets

12.16 Community Question on ETF Overlap

19.40 Tim Carleton Insights

20.20 On the Big Banks

26.41 Why Tim thinks Private Markets are an Illusion


———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

·      Listen to the podcast (Apple | Spotify)

·      Watch on YouTube

·      Read the monthly email

———

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.

]]> Fifty-year mortgages are being pushed by President Trump in the US. Could this be the fix for housing affordability, or a ticking time bomb for long-term financial stability?


We also tackle a community question about the hidden dangers of ETF overlap and what it really means for your portfolio’s diversification. To go even deeper, check out our Get Started Investing episode on the topic here 🔗


Plus, we feature clips from our interview with Tim Carleton, Chief Investment Officer at Auscap Asset Management, who argues three out of the four Big Banks in Australia have lost their competitive advantage. You can catch the full conversation with Tim in our Basis Points episode, available now.


Timestamps

1.23 News and Markets

12.16 Community Question on ETF Overlap

19.40 Tim Carleton Insights

20.20 On the Big Banks

26.41 Why Tim thinks Private Markets are an Illusion


———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

·      Listen to the podcast (Apple | Spotify)

·      Watch on YouTube

·      Read the monthly email

———

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.

]]> Buy or Sell: Ally Selby with Arms Rosenberg Buy or Sell: Ally Selby with Arms Rosenberg Mon, 10 Nov 2025 18:05:00 GMT 32:36 690bd0e368ccec9b8e12ce9e false https://shows.acast.com/equity-mates/episodes/buy-or-sell-arms-rosenberg 690bd0e368ccec9b8e12ce9e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-or-sell-arms-rosenberg full 10 AI-powered investing might sound futuristic, but Armina (Arms) Rosenberg, Portfolio Manager at Minotaur Capital, is proving it’s already here. Arms joins host Ally Selby to share how Minotaur is using artificial intelligence across every step of the investment process - and the global stocks she’s buying and selling right now.


They cover:

• Why Poland’s CD Projekt could be gaming’s next major success story

• Practical tips for using AI to supercharge your own investing

• Europe’s role in the energy transition through Prysmian Group

• The rise of “affordable joy” with China’s Miniso

• And the “spicy” pick of the week - Japan’s Cover Corporation, home to virtual YouTubers taking over the internet


For listeners keen to dive deeper into that trend, you can read the “Anime Is Eating the World” report mentioned in the episode here.


———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

·      Listen to the podcast (Apple | Spotify)

·      Watch on YouTube

·      Read the monthly email


———


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.

]]> AI-powered investing might sound futuristic, but Armina (Arms) Rosenberg, Portfolio Manager at Minotaur Capital, is proving it’s already here. Arms joins host Ally Selby to share how Minotaur is using artificial intelligence across every step of the investment process - and the global stocks she’s buying and selling right now.


They cover:

• Why Poland’s CD Projekt could be gaming’s next major success story

• Practical tips for using AI to supercharge your own investing

• Europe’s role in the energy transition through Prysmian Group

• The rise of “affordable joy” with China’s Miniso

• And the “spicy” pick of the week - Japan’s Cover Corporation, home to virtual YouTubers taking over the internet


For listeners keen to dive deeper into that trend, you can read the “Anime Is Eating the World” report mentioned in the episode here.


———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

·      Listen to the podcast (Apple | Spotify)

·      Watch on YouTube

·      Read the monthly email


———


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.

]]> <![CDATA[Australia's fastest growing company, 3 stocks we're watching & Pimp my Portfolio with Matt Ingram]]> Sun, 09 Nov 2025 18:00:00 GMT 36:13 690d92997728b8766caba504 false https://shows.acast.com/equity-mates/episodes/australias-fastest-growing-company-3-stocks-were-watching-pi 690d92997728b8766caba504 8c560a52-84ff-4b06-b819-f4e9bd6e85ef australias-fastest-growing-company-3-stocks-were-watching-pi full 10 One of the world’s fastest-growing companies isn’t in Silicon Valley - it’s right here in Australia. We unpack the rise of IREN, the local success story powering the AI boom, and ask how the ASX fumbled a $30 billion opportunity.


Also in this episode:

·      📈 What’s Caught Our Eye This Earnings Season: Results beyond Big Tech

·      💼 Pimp My Portfolio: Adviser Matt Ingram helps Corey refine his high-risk, stock-only strategy

·      👀 Watchlist: The companies catching our eye right now: Carvana, SiteMinder, and dLocal


———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

·      Listen to the podcast (Apple | Spotify)

·      Watch on YouTube

·      Read the monthly email

———

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.

]]> One of the world’s fastest-growing companies isn’t in Silicon Valley - it’s right here in Australia. We unpack the rise of IREN, the local success story powering the AI boom, and ask how the ASX fumbled a $30 billion opportunity.


Also in this episode:

·      📈 What’s Caught Our Eye This Earnings Season: Results beyond Big Tech

·      💼 Pimp My Portfolio: Adviser Matt Ingram helps Corey refine his high-risk, stock-only strategy

·      👀 Watchlist: The companies catching our eye right now: Carvana, SiteMinder, and dLocal


———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

·      Listen to the podcast (Apple | Spotify)

·      Watch on YouTube

·      Read the monthly email

———

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.

]]> The $20 billion commercial property investor - Jason Huljich | Centuria Capital The $20 billion commercial property investor - Jason Huljich | Centuria Capital Thu, 06 Nov 2025 18:49:08 GMT 36:47 68feb3728e22c64fb19661e7 false https://shows.acast.com/equity-mates/episodes/centuria-jason-huljich 68feb3728e22c64fb19661e7 8c560a52-84ff-4b06-b819-f4e9bd6e85ef centuria-jason-huljich full 10 Over the past 25 years, Jason Huljich and the team at Centuria have built one of Australia's largest property investors.


With $20 billion in assets under management, the team invest in all types of commercial real estate: from office buildings to industrial warehouses to farm greenhouses - Jason and his team are across it.


So today we wanted to pick his brain and understand the state of the commercial property industry.


We cover:

  • Why office buildings are back
  • How to achieve steady, consistent returns from property
  • Why greenhouses are a growing part of Centuria's portfolio


This episode has been sponsored by Centuria. Support from partners like Centuria help us keep all our content free.


If you want to learn more about Centuria's range of ASX-listed and unlisted property funds, head to their website: https://centuria.com.au/equitymates


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------

Looking for some of our favourite research tools?

—------

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.

]]> Over the past 25 years, Jason Huljich and the team at Centuria have built one of Australia's largest property investors.


With $20 billion in assets under management, the team invest in all types of commercial real estate: from office buildings to industrial warehouses to farm greenhouses - Jason and his team are across it.


So today we wanted to pick his brain and understand the state of the commercial property industry.


We cover:

  • Why office buildings are back
  • How to achieve steady, consistent returns from property
  • Why greenhouses are a growing part of Centuria's portfolio


This episode has been sponsored by Centuria. Support from partners like Centuria help us keep all our content free.


If you want to learn more about Centuria's range of ASX-listed and unlisted property funds, head to their website: https://centuria.com.au/equitymates


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------

Looking for some of our favourite research tools?

—------

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.

]]> <![CDATA[All roads lead to Google, Mr. Beat-Up reviews WiseTech & Pimp my Portfolio with Luke Laretive]]> Wed, 05 Nov 2025 18:05:00 GMT 37:53 690b07012f5fdede3414d8e4 false https://shows.acast.com/equity-mates/episodes/wed-5-november-2025 690b07012f5fdede3414d8e4 8c560a52-84ff-4b06-b819-f4e9bd6e85ef wed-5-november-2025 full 10 In this episode we take a closer look at Big Tech’s latest results and what they reveal about the broader market.


Plus, in Pimp My Portfolio Luke Laretive helps community member Sheridan assess whether his strategy is on the right track.


And Mr Beat Up is back putting WiseTech to the test using our 4-Step Stock Checklist — a simple framework you can use to assess any company.


———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

———

Looking for some of our favourite research tools?

———

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.

]]> In this episode we take a closer look at Big Tech’s latest results and what they reveal about the broader market.


Plus, in Pimp My Portfolio Luke Laretive helps community member Sheridan assess whether his strategy is on the right track.


And Mr Beat Up is back putting WiseTech to the test using our 4-Step Stock Checklist — a simple framework you can use to assess any company.


———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

———

Looking for some of our favourite research tools?

———

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.

]]> <![CDATA[Labubu, AI infrastructure & renewable energy: Why China is full of opportunity - Eric Wong | Stillpoint Investments]]> Mon, 03 Nov 2025 18:05:00 GMT 45:10 69018b460b40cd30aae86d1a false https://shows.acast.com/equity-mates/episodes/eric-wong-november-2025 69018b460b40cd30aae86d1a 8c560a52-84ff-4b06-b819-f4e9bd6e85ef eric-wong-november-2025 full 10 It is time we rethink our approach to China?


Today's guest believes it is time. And between AI, electric vehicles and renewable energy, there are more and more cutting edge industries that China is emerging as a leader.


Eric Wong is the Chief Investment Officer of Stillpoint Investments.


Want more from Eric? He will be speaking at the Sohn Hearts & Minds Conference, where some of the world's best fund managers pitch their best ideas will all proceeds donated to medical research.


——— 

 

Want to get involved in the podcast? Record a voice note or send us a message  

 

And come and join the conversation in the Equity Mates Facebook Discussion Group. 

 

———

 

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered. 

 

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) 

 

Check out our latest show: Basis Points (Apple | Spotify | YouTube) and there’s a monthly email 


——


Looking for some of our favourite research tools? 


——

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.

]]> It is time we rethink our approach to China?


Today's guest believes it is time. And between AI, electric vehicles and renewable energy, there are more and more cutting edge industries that China is emerging as a leader.


Eric Wong is the Chief Investment Officer of Stillpoint Investments.


Want more from Eric? He will be speaking at the Sohn Hearts & Minds Conference, where some of the world's best fund managers pitch their best ideas will all proceeds donated to medical research.


——— 

 

Want to get involved in the podcast? Record a voice note or send us a message  

 

And come and join the conversation in the Equity Mates Facebook Discussion Group. 

 

———

 

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered. 

 

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) 

 

Check out our latest show: Basis Points (Apple | Spotify | YouTube) and there’s a monthly email 


——


Looking for some of our favourite research tools? 


——

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.

]]> <![CDATA[Our portfolio performance update, CHESS v Custodian explained & good news for Fortescue]]> Sun, 02 Nov 2025 18:05:00 GMT 29:12 69012f23d1baee58aa0ec379 false https://shows.acast.com/equity-mates/episodes/3-november-2025 69012f23d1baee58aa0ec379 8c560a52-84ff-4b06-b819-f4e9bd6e85ef 3-november-2025 full 10 We believe there is power in financial transparency. So, every so-often, we share our full investment portfolios here at Equity Mates.


This isn't a buy or sell recommendation, or a suggestion that how we invest is right for you. Rather it is part of our effort to make investing less intimidating and to encourage more people to get started. If we can do it, you can too.


So on today's episode, tune in as we unpack how our personal portfolios have been going.


That’s not all in another big episode of Equity Mates: 

  • Good news may be coming for Australia's big miners as we enter the "bull quarter"
  • We delve into the CHESS v Custodian debate


—------

Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

—------

Looking for some of our favourite research tools?

—------

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.

]]> We believe there is power in financial transparency. So, every so-often, we share our full investment portfolios here at Equity Mates.


This isn't a buy or sell recommendation, or a suggestion that how we invest is right for you. Rather it is part of our effort to make investing less intimidating and to encourage more people to get started. If we can do it, you can too.


So on today's episode, tune in as we unpack how our personal portfolios have been going.


That’s not all in another big episode of Equity Mates: 

  • Good news may be coming for Australia's big miners as we enter the "bull quarter"
  • We delve into the CHESS v Custodian debate


—------

Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

—------

Looking for some of our favourite research tools?

—------

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.

]]> <![CDATA[The Bull Case for China: What’s Changed & Where to Invest - Lukasz de Pourbaix | Fidelity]]> Thu, 30 Oct 2025 18:05:00 GMT 30:44 6901bc233a2d60dba22d70c9 false https://shows.acast.com/equity-mates/episodes/lukasz-de-pourbaix-fidelity 6901bc233a2d60dba22d70c9 8c560a52-84ff-4b06-b819-f4e9bd6e85ef lukasz-de-pourbaix-fidelity full 10 Today's guest thinks we need to rethink our views on China.


For year's the world's second largest economy has been seen seen as uninvestable. But there is evidence that things are starting to change. Tune in as we unpack where one of the world's largest investors is seeing opportunity in the Chinese market.

 

We are joined by Lukasz de Pourbaix, Head of Strategic Sales & Solutions at Fidelity Australia.


We cover:

  • The key changes in China we need to be aware of
  • The valuation gap between Chinese companies and their western peers
  • A deeper dive into the 'DeepSeek moment' and a look at China's AI
  • Where Fidelity see the most compelling opportunities


——— 

Thank you to Fidelity for sponsoring this episode.


Learn more about the Fidelity Asia Active ETF by visiting their website.

——— 

Want to get involved in the podcast? Record a voice note or send us a message  

 

And come and join the conversation in the Equity Mates Facebook Discussion Group. 

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered. 

———

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.

]]> Today's guest thinks we need to rethink our views on China.


For year's the world's second largest economy has been seen seen as uninvestable. But there is evidence that things are starting to change. Tune in as we unpack where one of the world's largest investors is seeing opportunity in the Chinese market.

 

We are joined by Lukasz de Pourbaix, Head of Strategic Sales & Solutions at Fidelity Australia.


We cover:

  • The key changes in China we need to be aware of
  • The valuation gap between Chinese companies and their western peers
  • A deeper dive into the 'DeepSeek moment' and a look at China's AI
  • Where Fidelity see the most compelling opportunities


——— 

Thank you to Fidelity for sponsoring this episode.


Learn more about the Fidelity Asia Active ETF by visiting their website.

——— 

Want to get involved in the podcast? Record a voice note or send us a message  

 

And come and join the conversation in the Equity Mates Facebook Discussion Group. 

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered. 

———

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.

]]> <![CDATA[Everything is hitting all-time highs, Pimp my Portfolio with Matt Ingram & is ethical investing back?]]> Wed, 29 Oct 2025 18:05:00 GMT 37:12 6901476f6ec4f3ea1b2a4108 false https://shows.acast.com/equity-mates/episodes/30-october-2025 6901476f6ec4f3ea1b2a4108 8c560a52-84ff-4b06-b819-f4e9bd6e85ef 30-october-2025 full 10 Once again, everything is hitting all-time highs.


We kick off the episode by travelling around the world - from Australia to the US, Japan to the UK - to understand what is driving up share markets all around the world.


An important reminder to invest globally.


That’s not all in another big episode of Equity Mates: 

  • We review "the scariest chart in the world" (spoiler: its not as scary as many would have you think)
  • Matt Ingram is back to review a community member's portfolio
  • We answer a community question on ethical investing


—------

Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

—------

Looking for some of our favourite research tools?

—------

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.

]]> Once again, everything is hitting all-time highs.


We kick off the episode by travelling around the world - from Australia to the US, Japan to the UK - to understand what is driving up share markets all around the world.


An important reminder to invest globally.


That’s not all in another big episode of Equity Mates: 

  • We review "the scariest chart in the world" (spoiler: its not as scary as many would have you think)
  • Matt Ingram is back to review a community member's portfolio
  • We answer a community question on ethical investing


—------

Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

—------

Looking for some of our favourite research tools?

—------

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.

]]> Ask An Adviser: Building 3 portfolios from scratch - Matt Ingram Ask An Adviser: Building 3 portfolios from scratch - Matt Ingram Mon, 27 Oct 2025 18:05:00 GMT 42:51 68fe981e0ab449ff10443c07 false https://shows.acast.com/equity-mates/episodes/matt-ingram-october-2025 68fe981e0ab449ff10443c07 8c560a52-84ff-4b06-b819-f4e9bd6e85ef matt-ingram-october-2025 full 10 Your portfolio should be changing with your life.


For many, that may be an obvious statement. The harder part is understanding how it should be changing over our lives.


That is what we wanted to unpack with Matt Ingram, financial adviser and partner at Northhaven Financial Management.


Today, Bryce and Matt work through 3 personas and build portfolios for their stage of life. Tune in to hear portfolios for:

  • The young accumulator
  • The pre-retiree
  • The inheritance receiver


If you'd like to chat to Matt or another of our hand-picked financial advisers, fill out this form and we'll match you with an adviser that suits your needs.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> Your portfolio should be changing with your life.


For many, that may be an obvious statement. The harder part is understanding how it should be changing over our lives.


That is what we wanted to unpack with Matt Ingram, financial adviser and partner at Northhaven Financial Management.


Today, Bryce and Matt work through 3 personas and build portfolios for their stage of life. Tune in to hear portfolios for:

  • The young accumulator
  • The pre-retiree
  • The inheritance receiver


If you'd like to chat to Matt or another of our hand-picked financial advisers, fill out this form and we'll match you with an adviser that suits your needs.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Tesla's biggest quarter yet, what stocks are experts buying & Luke Laretive is back for Pimp my Portfolio]]> Sun, 26 Oct 2025 18:05:00 GMT 38:17 68fb13fcdeee754a7279a9e0 false https://shows.acast.com/equity-mates/episodes/27-october-2025 68fb13fcdeee754a7279a9e0 8c560a52-84ff-4b06-b819-f4e9bd6e85ef 27-october-2025 full 10 Tesla is one of the most controversial stocks in the world. To some it is a reflection of the chaos and ego of Elon Musk. To others it is ushering in the future of clean transportation and personal robots. Love it or hate it, there is always something going on with this company.


Last week was no different. As Tesla reported its Q3 numbers, Elon Musk took time to rant about "corporate terrorists", shareholders were given more information on Musk's proposed $1 trillion pay package and the company broke its report for the most cars delivered in a quarter.


In today's episode, we break it all down and tell you what you need to know.


That’s not all in another big episode of Equity Mates: 

  • Ren shares where he's been the past couple of weeks
  • We review this quarter's 13F filings to see which stocks the experts are buying and selling
  • Luke Laretive returns for the latest Pimp my Portfolio


—------

Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

—------

Looking for some of our favourite research tools?

—------

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.

]]> Tesla is one of the most controversial stocks in the world. To some it is a reflection of the chaos and ego of Elon Musk. To others it is ushering in the future of clean transportation and personal robots. Love it or hate it, there is always something going on with this company.


Last week was no different. As Tesla reported its Q3 numbers, Elon Musk took time to rant about "corporate terrorists", shareholders were given more information on Musk's proposed $1 trillion pay package and the company broke its report for the most cars delivered in a quarter.


In today's episode, we break it all down and tell you what you need to know.


That’s not all in another big episode of Equity Mates: 

  • Ren shares where he's been the past couple of weeks
  • We review this quarter's 13F filings to see which stocks the experts are buying and selling
  • Luke Laretive returns for the latest Pimp my Portfolio


—------

Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

—------

Looking for some of our favourite research tools?

—------

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.

]]> Boosting income in 2025 with Sam Watkins | PIMCO Boosting income in 2025 with Sam Watkins | PIMCO Thu, 23 Oct 2025 18:01:00 GMT 22:53 68f9b87a237885ef4017984e false https://shows.acast.com/equity-mates/episodes/boosting-income-in-2025-with-sam-watkins-pimco 68f9b87a237885ef4017984e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef boosting-income-in-2025-with-sam-watkins-pimco full 10 Today’s expert entered the studio with a proposal- we rebrand to Bond Mates.

 

PIMCO’s Sam Watkins is back to explain why income investing is having its moment. He makes the case for bonds and their new ETF, PIMCO Short Term Active Yield Active ETF (ASX: EARN).


We cover:

-      “enhanced cash” and how it compares to term deposits.

-      What the RBA’s stance means for income seekers.

-      How a fixed income ETF fits in a diversified portfolio.

 

All benchmark performance data referenced relates to the period up to December 2024.


——— 

 

Want to get involved in the podcast? Record a voice note or send us a message  

 

And come and join the conversation in the Equity Mates Facebook Discussion Group. 

 

———

 

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered. 

 

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) 

 

Check out our latest show: Basis Points (Apple | Spotify | YouTube) and there’s a monthly email 


——


Looking for some of our favourite research tools? 


——

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.

]]> Today’s expert entered the studio with a proposal- we rebrand to Bond Mates.

 

PIMCO’s Sam Watkins is back to explain why income investing is having its moment. He makes the case for bonds and their new ETF, PIMCO Short Term Active Yield Active ETF (ASX: EARN).


We cover:

-      “enhanced cash” and how it compares to term deposits.

-      What the RBA’s stance means for income seekers.

-      How a fixed income ETF fits in a diversified portfolio.

 

All benchmark performance data referenced relates to the period up to December 2024.


——— 

 

Want to get involved in the podcast? Record a voice note or send us a message  

 

And come and join the conversation in the Equity Mates Facebook Discussion Group. 

 

———

 

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered. 

 

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) 

 

Check out our latest show: Basis Points (Apple | Spotify | YouTube) and there’s a monthly email 


——


Looking for some of our favourite research tools? 


——

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.

]]> <![CDATA[Rentvest your way to your dream home, 5 principles of building wealth, Q&A (Live podcast)]]> Wed, 22 Oct 2025 18:00:00 GMT 54:34 68f170b9038b2efcd97936ac false https://shows.acast.com/equity-mates/episodes/property-and-stocks-live-2025 68f170b9038b2efcd97936ac 8c560a52-84ff-4b06-b819-f4e9bd6e85ef property-and-stocks-live-2025 full 10 Ever been told that you need to choose between investing in property OR the stock market? We think that’s wrong.

 

In this episode recorded live at our recent Sydney show, we explain how anyone can build wealth through both.

 

We cover:

-    Our 5 principles of long-term investing

-    Pimp my portfolio featuring brave submissions from the crowd

-    Sam Gordon explains how to Rent-vest your way to a PPR

-    Live Q&A

 

—------ 

 

Want to get involved in the podcast? Record a voice note or send us a message  

 

And come and join the conversation in the Equity Mates Facebook Discussion Group. 

 

—------ 

 

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered. 

 

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) 

 

We’re particularly excited to share our latest show: Basis Points (Apple | Spotify | YouTube) and there's a monthly email 

 

—------ 

 

Looking for some of our favourite research tools? 

 

—

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.

]]> Ever been told that you need to choose between investing in property OR the stock market? We think that’s wrong.

 

In this episode recorded live at our recent Sydney show, we explain how anyone can build wealth through both.

 

We cover:

-    Our 5 principles of long-term investing

-    Pimp my portfolio featuring brave submissions from the crowd

-    Sam Gordon explains how to Rent-vest your way to a PPR

-    Live Q&A

 

—------ 

 

Want to get involved in the podcast? Record a voice note or send us a message  

 

And come and join the conversation in the Equity Mates Facebook Discussion Group. 

 

—------ 

 

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered. 

 

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) 

 

We’re particularly excited to share our latest show: Basis Points (Apple | Spotify | YouTube) and there's a monthly email 

 

—------ 

 

Looking for some of our favourite research tools? 

 

—

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.

]]> Buy or Sell with Ally Selby and Vihari Ross Buy or Sell with Ally Selby and Vihari Ross Mon, 20 Oct 2025 18:00:00 GMT 30:11 68f00a5c51a2f46134ec09d3 false https://shows.acast.com/equity-mates/episodes/buy-sell-vihari-ross 68f00a5c51a2f46134ec09d3 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-sell-vihari-ross full 10 Buy or Sell is back with a new host!


Ally Selby, marketing and distribution lead at Minotaur Capital is at the helm, discovering the stocks expert investors are buying and selling.

 

This time she’s joined by Vihari Ross, Portfolio Manager at Antipodes.


They cover a stack of stocks including: AMD (NASDAQ: AMD), Siemens Energy (XETRA: ENR), Tencent (HKEX: 0700), Capital One Financial (NYSE: COF). And more...


—---


Want to get involved in the podcast? Record a voice note or send us a message  

 

And come and join the conversation in the Equity Mates Facebook Discussion Group. 


—---

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered. 

 

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) 

 

We’re particularly excited to share our latest show: Basis Points. Listen to the podcast (Apple | Spotify) or Watch on YouTube. Read the monthly email 


—------ 

Looking for some of our favourite research tools? 

—------ 

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.

]]> Buy or Sell is back with a new host!


Ally Selby, marketing and distribution lead at Minotaur Capital is at the helm, discovering the stocks expert investors are buying and selling.

 

This time she’s joined by Vihari Ross, Portfolio Manager at Antipodes.


They cover a stack of stocks including: AMD (NASDAQ: AMD), Siemens Energy (XETRA: ENR), Tencent (HKEX: 0700), Capital One Financial (NYSE: COF). And more...


—---


Want to get involved in the podcast? Record a voice note or send us a message  

 

And come and join the conversation in the Equity Mates Facebook Discussion Group. 


—---

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered. 

 

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) 

 

We’re particularly excited to share our latest show: Basis Points. Listen to the podcast (Apple | Spotify) or Watch on YouTube. Read the monthly email 


—------ 

Looking for some of our favourite research tools? 

—------ 

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.

]]> <![CDATA[Big Bank's Big Warnings, core & satellite is dead & Pimp My Portfolio with Matt Ingram ]]> Sun, 19 Oct 2025 18:00:00 GMT 36:00 68f141f3a17170c2a9dc2340 false https://shows.acast.com/equity-mates/episodes/em-chat-tx-20 68f141f3a17170c2a9dc2340 8c560a52-84ff-4b06-b819-f4e9bd6e85ef em-chat-tx-20 full 10 Big banks are flashing warning signs, Simon’s declaring the death of the core-and-satellite strategy, and Matt Ingram’s back to pimp a listener’s portfolio - the first brave enough to have theirs reviewed live in the studio.


That’s not all: 

  • Is luxury powerhouse LVMH at the beginning of a bounce back? 
  • Simon’s case against the classic “core and satellite” portfolio model and his newly designed replacement for it.
  • A listener’s solid portfolio, plus a Matt’s approach to debt recycling and small caps


Listen to: Mr Beat up on LVMH

—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------

Looking for some of our favourite research tools?

—------

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.

]]> Big banks are flashing warning signs, Simon’s declaring the death of the core-and-satellite strategy, and Matt Ingram’s back to pimp a listener’s portfolio - the first brave enough to have theirs reviewed live in the studio.


That’s not all: 

  • Is luxury powerhouse LVMH at the beginning of a bounce back? 
  • Simon’s case against the classic “core and satellite” portfolio model and his newly designed replacement for it.
  • A listener’s solid portfolio, plus a Matt’s approach to debt recycling and small caps


Listen to: Mr Beat up on LVMH

—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------

Looking for some of our favourite research tools?

—------

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.

]]> How Loftus Peak Keeps beating the Market - And What They’re Buying Now | Alex Pollak How Loftus Peak Keeps beating the Market - And What They’re Buying Now | Alex Pollak Thu, 16 Oct 2025 18:00:00 GMT 41:19 68e72779f513ad2b815f56cf false https://shows.acast.com/equity-mates/episodes/alex-pollack-luftus-peak 68e72779f513ad2b815f56cf 8c560a52-84ff-4b06-b819-f4e9bd6e85ef alex-pollack-luftus-peak full 10 This expert doesn't just talk disruption, he invests in it.


And with a fund performance of 21% p.a since 2016 (that’s after fees), clearly it’s been working. 


We sat down with Alex Pollak, Chief Investment Officer of Loftus Peak, to find out how his fund keeps beating the market and what’s next on his buy list.


We cover:

  • The sauce behind Loftus Peak’s long-term outperformance
  • His thoughts on US tech dominance and China’s comeback
  • How investors can position for the next wave of global growth


This episode has been sponsored by Loftus Peak. Support from partners like Loftus Peak help us keep all our content free.


If you want to learn more about Loftus Peak's Global Disruption active ETF (ASX: LPGD) head here.

—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------

Looking for some of our favourite research tools?

—------

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.

]]> This expert doesn't just talk disruption, he invests in it.


And with a fund performance of 21% p.a since 2016 (that’s after fees), clearly it’s been working. 


We sat down with Alex Pollak, Chief Investment Officer of Loftus Peak, to find out how his fund keeps beating the market and what’s next on his buy list.


We cover:

  • The sauce behind Loftus Peak’s long-term outperformance
  • His thoughts on US tech dominance and China’s comeback
  • How investors can position for the next wave of global growth


This episode has been sponsored by Loftus Peak. Support from partners like Loftus Peak help us keep all our content free.


If you want to learn more about Loftus Peak's Global Disruption active ETF (ASX: LPGD) head here.

—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------

Looking for some of our favourite research tools?

—------

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.

]]> <![CDATA[Chalmers blinks on super, lump sum vs DCA & Why You Might Own a Robot in 5 Years]]> Wed, 15 Oct 2025 18:00:00 GMT 22:52 68edc66dce402940bccfcead false https://shows.acast.com/equity-mates/episodes/chalmers-blinks-on-super-lump-sum-vs-dca-humanoid-robots-are 68edc66dce402940bccfcead 8c560a52-84ff-4b06-b819-f4e9bd6e85ef chalmers-blinks-on-super-lump-sum-vs-dca-humanoid-robots-are full 10 For the first time in Equity Mates history…Bryce is flying solo. He goes down the rabbit hole on humanoid robots. 


How close are we to living alongside them really? Could this be the next trillion-dollar investing frontier? Bryce investigates. 


That’s not all. Also in this episode:

  • Major updates to the proposed superannuation tax changes.
  • Cyber truck sales plunged- what does it mean for Tesla?
  • Community question on Lump Sum vs DCA for $25K 


—


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


Basis Points


Looking for some of our favourite research tools?


Thanks to Revolut, sign up at revolut.com/equitymates today. Consider PDS & TMD at revolut.com/AU/. Revolut Payments Australia Pty Ltd (AFSL 517589)


—


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.

]]> For the first time in Equity Mates history…Bryce is flying solo. He goes down the rabbit hole on humanoid robots. 


How close are we to living alongside them really? Could this be the next trillion-dollar investing frontier? Bryce investigates. 


That’s not all. Also in this episode:

  • Major updates to the proposed superannuation tax changes.
  • Cyber truck sales plunged- what does it mean for Tesla?
  • Community question on Lump Sum vs DCA for $25K 


—


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


Basis Points


Looking for some of our favourite research tools?


Thanks to Revolut, sign up at revolut.com/equitymates today. Consider PDS & TMD at revolut.com/AU/. Revolut Payments Australia Pty Ltd (AFSL 517589)


—


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.

]]> Avoid ‘Boomer Pandering’ with your investments - Luke Laretive Avoid ‘Boomer Pandering’ with your investments - Luke Laretive Mon, 13 Oct 2025 18:00:00 GMT 37:39 68e821ec53a5e2858f045dcd false https://shows.acast.com/equity-mates/episodes/luke-larative-seneca 68e821ec53a5e2858f045dcd 8c560a52-84ff-4b06-b819-f4e9bd6e85ef luke-larative-seneca full 10 Are Aussie investors stuck worshipping the banks and miners? Luke Laretive thinks so. 


We sat down with him to unpack it. He calls out the “Boomer pandering” he believes is baked into the ASX and argues why clinging to old favourites could cost you. 


In this chat we cover:


  • Why Australia’s dividend obsession could be holding investors back
  • The new sectors Luke believes will lead the next market cycle
  • How to spot when a company’s story no longer matches its growth


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


—------

Looking for some of our favourite research tools?

—------

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.

]]> Are Aussie investors stuck worshipping the banks and miners? Luke Laretive thinks so. 


We sat down with him to unpack it. He calls out the “Boomer pandering” he believes is baked into the ASX and argues why clinging to old favourites could cost you. 


In this chat we cover:


  • Why Australia’s dividend obsession could be holding investors back
  • The new sectors Luke believes will lead the next market cycle
  • How to spot when a company’s story no longer matches its growth


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


—------

Looking for some of our favourite research tools?

—------

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.

]]> <![CDATA[Gold & Bitcoin hit all-time-highs, building the ultimate core portfolio & Pimp My Portfolio with Luke Laretive (and he's fired up)]]> Sun, 12 Oct 2025 18:00:00 GMT 27:44 68e74959f513ad2b816a2036 false https://shows.acast.com/equity-mates/episodes/equity-mates-monday-1310 68e74959f513ad2b816a2036 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-monday-1310 full 10 We’re in “the season of all time highs”, as Bryce is calling it. From gold and bitcoin, to Australian property and even global government debt; we unpack what's driving the surges. 


That’s not all, we cover:

  • The wild rise of prediction markets
  • A community question on structuring your core portfolio
  • Luke Laretive returns for a fiery Pimp My Portfolio and shares his unfiltered take on CFDs and shorting stocks.

—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


------


Looking for some of our favourite research tools?


Thanks to Revolut, sign up at revolut.com/equitymates today. Consider PDS & TMD at revolut.com/AU/. Revolut Payments Australia Pty Ltd (AFSL 517589).


------

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.

]]> We’re in “the season of all time highs”, as Bryce is calling it. From gold and bitcoin, to Australian property and even global government debt; we unpack what's driving the surges. 


That’s not all, we cover:

  • The wild rise of prediction markets
  • A community question on structuring your core portfolio
  • Luke Laretive returns for a fiery Pimp My Portfolio and shares his unfiltered take on CFDs and shorting stocks.

—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


------


Looking for some of our favourite research tools?


Thanks to Revolut, sign up at revolut.com/equitymates today. Consider PDS & TMD at revolut.com/AU/. Revolut Payments Australia Pty Ltd (AFSL 517589).


------

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.

]]> <![CDATA[Leverage isn't just for property: we compare two globally geared ETFs]]> Thu, 09 Oct 2025 18:00:00 GMT 28:44 68e582383f1dfe794e93ba1f false https://shows.acast.com/equity-mates/episodes/betashares-ggbl-tx-1010 68e582383f1dfe794e93ba1f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef betashares-ggbl-tx-1010 full 10 Australians love using leverage for property, but what about in a share portfolio? In this episode we compare popular ASX-listed global ETFs; BGBL, DHHF and explain how the new Betashares Wealth Builder Global Shares Geared (30-40% LVR) Complex ETF (ASX: GGBL), lets investors add a little extra “spice” to their portfolios.


We cover:

  • The differences between each of these global ETF
  • Two community questions about how geared ETFs work and where to use them.
  • When (and for whom) a geared ETF like GGBL might make sense in a portfolio.


Gearing magnifies gains and losses and may not be a suitable strategy for all investors.

Betashares Capital LTD is the issuer Read the PDS & TMD at betashares.com.au to see if the product is right for you. Investing involves risk.

Equity Mates Media Pty Ltd is part of the Betashares Group.


—------

Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------

Looking for some of our favourite research tools?

—------

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.

]]> Australians love using leverage for property, but what about in a share portfolio? In this episode we compare popular ASX-listed global ETFs; BGBL, DHHF and explain how the new Betashares Wealth Builder Global Shares Geared (30-40% LVR) Complex ETF (ASX: GGBL), lets investors add a little extra “spice” to their portfolios.


We cover:

  • The differences between each of these global ETF
  • Two community questions about how geared ETFs work and where to use them.
  • When (and for whom) a geared ETF like GGBL might make sense in a portfolio.


Gearing magnifies gains and losses and may not be a suitable strategy for all investors.

Betashares Capital LTD is the issuer Read the PDS & TMD at betashares.com.au to see if the product is right for you. Investing involves risk.

Equity Mates Media Pty Ltd is part of the Betashares Group.


—------

Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------

Looking for some of our favourite research tools?

—------

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.

]]> <![CDATA[Best investments to start the financial year, Buffett’s not done yet & is it time to buy Japan?]]> Wed, 08 Oct 2025 18:05:00 GMT 35:23 68e4b27f1300c48ae194ec8d false https://shows.acast.com/equity-mates/episodes/9-october-2025 68e4b27f1300c48ae194ec8d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef 9-october-2025 full 10 We are three months into the new financial year and we've seen a wide range of performance in different markets.


Today we unpack which markets are up and which markets are down.


Throughout it all, the conclusion is clear: you need to be investing globally. Because some of the best performing markets are not the ones you'd expect.


That's not all we talk about in another big episode of Equity Mates:

  • Warren Buffett may be 95 and retiring at the end of the year, but he's not done yet
  • We unpack why Japan is excluded from so many Asia ETFs
  • With it recent strong run, we then ask if Japan has a role in our portfolios
  • Apple is pivoting away from the Vision Pro - but towards what?
  • We look at where Big Tech sees the future of computing


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> We are three months into the new financial year and we've seen a wide range of performance in different markets.


Today we unpack which markets are up and which markets are down.


Throughout it all, the conclusion is clear: you need to be investing globally. Because some of the best performing markets are not the ones you'd expect.


That's not all we talk about in another big episode of Equity Mates:

  • Warren Buffett may be 95 and retiring at the end of the year, but he's not done yet
  • We unpack why Japan is excluded from so many Asia ETFs
  • With it recent strong run, we then ask if Japan has a role in our portfolios
  • Apple is pivoting away from the Vision Pro - but towards what?
  • We look at where Big Tech sees the future of computing


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> Ask an Adviser: Everything you need to know about life insurance - Phil Thompson | Skye Wealth Ask an Adviser: Everything you need to know about life insurance - Phil Thompson | Skye Wealth Mon, 06 Oct 2025 18:05:00 GMT 36:39 68d5cb24abe298be1f988692 false https://shows.acast.com/equity-mates/episodes/phil-skye-wealth-insurance 68d5cb24abe298be1f988692 8c560a52-84ff-4b06-b819-f4e9bd6e85ef phil-skye-wealth-insurance full 10 Insurance: Often considered not important, until that moment when it becomes the most important thing.


So today on the podcast we wanted to unpack how we can all get our insurance right, ensure we've got the right level of cover and unpack different ways to pay for it (inside of Super v outside).


To do it, we're joined by Phil Thompson, financial adviser and founder of Skye Wealth.


Phil and his team at Skye specialise in life insurances (i.e. not health insurance or car insurance) and have helped us better understand this whole world.


If you'd like to chat to Phil or another of our hand-picked financial advisers, fill out this form and we'll match you with an adviser that suits your needs.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> Insurance: Often considered not important, until that moment when it becomes the most important thing.


So today on the podcast we wanted to unpack how we can all get our insurance right, ensure we've got the right level of cover and unpack different ways to pay for it (inside of Super v outside).


To do it, we're joined by Phil Thompson, financial adviser and founder of Skye Wealth.


Phil and his team at Skye specialise in life insurances (i.e. not health insurance or car insurance) and have helped us better understand this whole world.


If you'd like to chat to Phil or another of our hand-picked financial advisers, fill out this form and we'll match you with an adviser that suits your needs.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[This is not a bubble, Pimp my Portfolio with Adam Dawes & the mental biases holding you back]]> Sun, 05 Oct 2025 18:05:00 GMT 31:16 68dc87c3d5c8a1f9b32af420 false https://shows.acast.com/equity-mates/episodes/6-october-2025 68dc87c3d5c8a1f9b32af420 8c560a52-84ff-4b06-b819-f4e9bd6e85ef 6-october-2025 full 10 Could we be living through an AI stock market bubble? Or is the market hitting all-time highs back by fundamentals?


Those are the questions we seek to answer at the start of today's episode of Equity Mates. Tune in as we work though the data and get to our conclusion that this is not a bubble (not yet at least).


That's not all we talk about in another big episode:

  • Adam Dawes is back to review a community member's portfolio in the latest Pimp my Portfolio
  • We answer a question on 'knowing when to sell'
  • We unpack two mental biases you need to watch out for as investors


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> Could we be living through an AI stock market bubble? Or is the market hitting all-time highs back by fundamentals?


Those are the questions we seek to answer at the start of today's episode of Equity Mates. Tune in as we work though the data and get to our conclusion that this is not a bubble (not yet at least).


That's not all we talk about in another big episode:

  • Adam Dawes is back to review a community member's portfolio in the latest Pimp my Portfolio
  • We answer a question on 'knowing when to sell'
  • We unpack two mental biases you need to watch out for as investors


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> Not just for boomers: The basics of bonds and fixed income - Adam Bowe | PIMCO Not just for boomers: The basics of bonds and fixed income - Adam Bowe | PIMCO Thu, 02 Oct 2025 19:05:00 GMT 39:13 68d4dcdd563e57ba4ac4206a false https://shows.acast.com/equity-mates/episodes/adam-bowe-pimco-october-2025 68d4dcdd563e57ba4ac4206a 8c560a52-84ff-4b06-b819-f4e9bd6e85ef adam-bowe-pimco-october-2025 full 10 Think fixed income and bonds aren't for you? Today's fund manager wants you to think again.


Today we speak to Adam Bowe, executive vice president and head of Australia portfolio management at PIMCO.


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 our conversation we cover:

  • Why more Australian investors are thinking about fixed income
  • What the data says about active v passive management in fixed income
  • The different options for passive income for Aussie investors
  • What PIMCO's view on rate cuts in Australia and the US is from here


—------


This episode has been sponsored by PIMCO. Support from partners like PIMCO help us keep all 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?


—------


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.

]]> Think fixed income and bonds aren't for you? Today's fund manager wants you to think again.


Today we speak to Adam Bowe, executive vice president and head of Australia portfolio management at PIMCO.


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 our conversation we cover:

  • Why more Australian investors are thinking about fixed income
  • What the data says about active v passive management in fixed income
  • The different options for passive income for Aussie investors
  • What PIMCO's view on rate cuts in Australia and the US is from here


—------


This episode has been sponsored by PIMCO. Support from partners like PIMCO help us keep all 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?


—------


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.

]]> <![CDATA[A looming threat for REA and Domain, Bryce argues "banks aren't boring" & we answer your Super questions]]> Wed, 01 Oct 2025 21:07:14 GMT 36:45 68dc72a1597bc7d53fb50774 false https://shows.acast.com/equity-mates/episodes/2-october-2025 68dc72a1597bc7d53fb50774 8c560a52-84ff-4b06-b819-f4e9bd6e85ef 2-october-2025 full 10 One in five Sydney homes sold last year without ever being listed on REA or Domain. We dig into what it could mean for the property portals. Plus EA’s record takeover, Bryce’s case that banks aren’t boring and we finish off Super September with a round up of all your superannuation questions answered.


We cover:

  • EA’s $55b take-private and what it says about private vs public markets.
  • SMSF vs member-direct, rolling over funds, and high growth index super options.
  • Why global banks (and a fast-growing Brazilian newcomer) might surprise you.


—------

Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


We’re particularly excited to share our latest show: Basis Points

—------

Looking for some of our favourite research tools?

—------


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.

]]> One in five Sydney homes sold last year without ever being listed on REA or Domain. We dig into what it could mean for the property portals. Plus EA’s record takeover, Bryce’s case that banks aren’t boring and we finish off Super September with a round up of all your superannuation questions answered.


We cover:

  • EA’s $55b take-private and what it says about private vs public markets.
  • SMSF vs member-direct, rolling over funds, and high growth index super options.
  • Why global banks (and a fast-growing Brazilian newcomer) might surprise you.


—------

Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


We’re particularly excited to share our latest show: Basis Points

—------

Looking for some of our favourite research tools?

—------


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.

]]> Buy or Sell: Ally Selby with Jess Farr-Jones Buy or Sell: Ally Selby with Jess Farr-Jones Mon, 29 Sep 2025 21:44:51 GMT 37:16 68d5f235136216b12f74b80c false https://shows.acast.com/equity-mates/episodes/buy-or-sell-ally-selby-with-jess-farr-jones 68d5f235136216b12f74b80c 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-or-sell-ally-selby-with-jess-farr-jones full 10 Buy or Sell is back!


One of our favourite episode formats is back in your podcast feeds, with a brand new host.


Tune in as Ally Selby, marketing and distribution lead at Minotaur Capital, unpacks what stocks expert investors are buying and selling.


Today, Ally is joined by Jess Farr-Jones, Portfolio Manager at Regal Funds Management. Listen to hear where Jess is seeing opportunities in markets today.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> Buy or Sell is back!


One of our favourite episode formats is back in your podcast feeds, with a brand new host.


Tune in as Ally Selby, marketing and distribution lead at Minotaur Capital, unpacks what stocks expert investors are buying and selling.


Today, Ally is joined by Jess Farr-Jones, Portfolio Manager at Regal Funds Management. Listen to hear where Jess is seeing opportunities in markets today.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Google's reinventing education, our complete Super checklist & Bryce has a $500-to-$5k surprise!?]]> Sun, 28 Sep 2025 19:05:00 GMT 34:26 68d5b5d560e4b2ea7dcd6479 false https://shows.acast.com/equity-mates/episodes/29-september-2025 68d5b5d560e4b2ea7dcd6479 8c560a52-84ff-4b06-b819-f4e9bd6e85ef 29-september-2025 full 10 Across most countries, education is one of the largest industries and one of the most difficult to change.


Google's latest product release may give us an insight into a huge, AI-powered change coming to a classroom near you.


That's not all we talk about in another big episode of Equity Mates:

  • Australia's latest inflation numbers and what it means for interest rates
  • We close Super September with our complete, 9-step Superannuation checklist
  • Bryce's $500-to-$5k effort continues with a surprising update


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> Across most countries, education is one of the largest industries and one of the most difficult to change.


Google's latest product release may give us an insight into a huge, AI-powered change coming to a classroom near you.


That's not all we talk about in another big episode of Equity Mates:

  • Australia's latest inflation numbers and what it means for interest rates
  • We close Super September with our complete, 9-step Superannuation checklist
  • Bryce's $500-to-$5k effort continues with a surprising update


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> Why most investors are looking in the wrong places - Frank Thormann | Schroders Why most investors are looking in the wrong places - Frank Thormann | Schroders Thu, 25 Sep 2025 19:05:00 GMT 35:10 68d32a567d53f4238eeb8737 false https://shows.acast.com/equity-mates/episodes/frank-thornmann-september-2025 68d32a567d53f4238eeb8737 8c560a52-84ff-4b06-b819-f4e9bd6e85ef frank-thornmann-september-2025 full 10 Look for companies with a "positive growth gap".


That is the message from today's expert, Frank Thormann, Portfolio Manager at Schroders.


Using plenty of real stock examples, we unpack Frank's process to understand:

  • What he means by 'positive growth gaps'
  • How he identifies moments where sentiment and business reality diverge
  • Managing position sizes and portfolio construction
  • Frank's contrarian view on AI and where he sees opportunity
  • What we're missing by not focusing on Europe
  • How changing holding times create opportunities for patient investors


—------


Thank you to Schroders for sponsoring this episode.

 

Head to the website to find out more about the Schroder Global Equity Alpha Fund – Active ETF


Support from partners like Schroders helps us keep all of our content free.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Look for companies with a "positive growth gap".


That is the message from today's expert, Frank Thormann, Portfolio Manager at Schroders.


Using plenty of real stock examples, we unpack Frank's process to understand:

  • What he means by 'positive growth gaps'
  • How he identifies moments where sentiment and business reality diverge
  • Managing position sizes and portfolio construction
  • Frank's contrarian view on AI and where he sees opportunity
  • What we're missing by not focusing on Europe
  • How changing holding times create opportunities for patient investors


—------


Thank you to Schroders for sponsoring this episode.

 

Head to the website to find out more about the Schroder Global Equity Alpha Fund – Active ETF


Support from partners like Schroders helps us keep all of our content free.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Buffett's latest 30-bagger, 3 ways to boost your Superannuation & the basics of rent-vesting]]> Wed, 24 Sep 2025 19:05:00 GMT 42:55 68d314976f2bb8719f5a884d false https://shows.acast.com/equity-mates/episodes/equity-mates-25-september-2025 68d314976f2bb8719f5a884d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-25-september-2025 full 10 Warren Buffett may have announced he's retiring at the end of the year, but he's certainly not finished yet.


Recently his company has sold out of an investment it made in 2008, making 39-times its money in the process.


Tune in to hear which company was Warren Buffett's latest big win.


That's not all we're covering in another big episode of Equity Mates:

  • Super September continues as we unpack the government schemes to boost your Super
  • Sam Gordon joins to talk all things rent-vesting and how to get into property on any budget


Find out more about Sam Gordon and Australian Property Scout on their website.

Australia Property Scout Summit Tickets Available here


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> Warren Buffett may have announced he's retiring at the end of the year, but he's certainly not finished yet.


Recently his company has sold out of an investment it made in 2008, making 39-times its money in the process.


Tune in to hear which company was Warren Buffett's latest big win.


That's not all we're covering in another big episode of Equity Mates:

  • Super September continues as we unpack the government schemes to boost your Super
  • Sam Gordon joins to talk all things rent-vesting and how to get into property on any budget


Find out more about Sam Gordon and Australian Property Scout on their website.

Australia Property Scout Summit Tickets Available here


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> Ask an Adviser: 3 enduring principles to build long-term wealth - Charlie Viola | Viola Private Wealth Ask an Adviser: 3 enduring principles to build long-term wealth - Charlie Viola | Viola Private Wealth Mon, 22 Sep 2025 19:05:00 GMT 44:39 68c9df0bdc62f0e1d6ae911f false https://shows.acast.com/equity-mates/episodes/charlie-viola-september-2025 68c9df0bdc62f0e1d6ae911f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef charlie-viola-september-2025 full 10 Charlie Viola is the founder of Viola Private Wealth and is a regular at the top of the lists of Australia's best financial advisers.


Today on the podcast, we wanted to unpack the process he walks through with every client at Viola Private Wealth.


From understanding who the client is, to getting the right money in the right places, to making good long-term investing decisions, this episode was our effort to better understand Charlie's process so we could add to our own.


If you'd like to chat to Charlie or another of our hand-picked financial advisers, fill out this form and we'll match you with an adviser that suits your needs.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> Charlie Viola is the founder of Viola Private Wealth and is a regular at the top of the lists of Australia's best financial advisers.


Today on the podcast, we wanted to unpack the process he walks through with every client at Viola Private Wealth.


From understanding who the client is, to getting the right money in the right places, to making good long-term investing decisions, this episode was our effort to better understand Charlie's process so we could add to our own.


If you'd like to chat to Charlie or another of our hand-picked financial advisers, fill out this form and we'll match you with an adviser that suits your needs.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Larry Ellison's historic week, Pimp my Portfolio & the power of voluntary super contributions]]> Sun, 21 Sep 2025 19:05:00 GMT 32:56 68cb93b0be64469a497aefed false https://shows.acast.com/equity-mates/episodes/equity-mates-22-september-2025 68cb93b0be64469a497aefed 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-22-september-2025 full 10 Has Larry Ellison just had the best week in business history?


He added $101 billion to his net worth in an afternoon, briefly became the world's richest person, is leading the buyout of TikTok's American operations and his helping his son take over Hollywood. Not bad for an 81-year-old who many thought was a relic of a past internet age.


In today's episode we unpack everything Ellison related, from Oracle, to TikTok, to Paramount and Warner Bros Discovery.


That's not all we're covering in another big episode of Equity Mates:

  • Pimp my Portfolio is back as we review the portfolio of an Equity Mates listener
  • Super September continues as we unpack the big difference small additional contributions can make


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> Has Larry Ellison just had the best week in business history?


He added $101 billion to his net worth in an afternoon, briefly became the world's richest person, is leading the buyout of TikTok's American operations and his helping his son take over Hollywood. Not bad for an 81-year-old who many thought was a relic of a past internet age.


In today's episode we unpack everything Ellison related, from Oracle, to TikTok, to Paramount and Warner Bros Discovery.


That's not all we're covering in another big episode of Equity Mates:

  • Pimp my Portfolio is back as we review the portfolio of an Equity Mates listener
  • Super September continues as we unpack the big difference small additional contributions can make


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> 5 steps to maximise your Super - Daniel Shrimski | Vanguard 5 steps to maximise your Super - Daniel Shrimski | Vanguard Thu, 18 Sep 2025 19:05:00 GMT 38:13 68c34a1344d0096b8743c85e false https://shows.acast.com/equity-mates/episodes/daniel-shrimski-vanguard 68c34a1344d0096b8743c85e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef daniel-shrimski-vanguard full 10 Only 43% of Australians have positive feelings about retirement. Getting our Superannuation in order is a big way to change that.


As we continue our Super September coverage, we are joined by Daniel Shrimski, Managing Director of Vanguard Australia, to discuss Vanguard's 3rd annual reporting into Australians and retirement: How Australia Retires.


We unpack some of the biggest findings from the report, including:

  • Why so many working age Australians have negative feelings towards retirement
  • How much Australians think they'll need for retirement (and what the data says we'll actually need)
  • The question of retiring with a mortgage or as a renter
  • 5 steps every Australian can take to improve their retirement


—------


Thank you to Vanguard Super for sponsoring this episode and helping us keep all of our content free.


Explore Vanguard Super at: vanguard.com.au/super


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Only 43% of Australians have positive feelings about retirement. Getting our Superannuation in order is a big way to change that.


As we continue our Super September coverage, we are joined by Daniel Shrimski, Managing Director of Vanguard Australia, to discuss Vanguard's 3rd annual reporting into Australians and retirement: How Australia Retires.


We unpack some of the biggest findings from the report, including:

  • Why so many working age Australians have negative feelings towards retirement
  • How much Australians think they'll need for retirement (and what the data says we'll actually need)
  • The question of retiring with a mortgage or as a renter
  • 5 steps every Australian can take to improve their retirement


—------


Thank you to Vanguard Super for sponsoring this episode and helping us keep all of our content free.


Explore Vanguard Super at: vanguard.com.au/super


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[It’s rate cut season, a portfolio for passive income & choosing the right investments in Super]]> Wed, 17 Sep 2025 19:05:00 GMT 35:24 68c8f34dc5a5560eac2c5a94 false https://shows.acast.com/equity-mates/episodes/equity-mates-18-september-2025 68c8f34dc5a5560eac2c5a94 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-18-september-2025 full 10 Rate cuts, rate cuts, rate cuts. The financial media has been abuzz with the prospect of a rate cut in the US (despite annual inflation ticking up from 2.7% to 2.9% in its most recent reading).


Today we're unpacking what you need to know.


We're also sharing some timely advice from Nick Griffin, CIO of Munro Partners, about how to manage the noise at a time like this.


That's not all we're covering in another big episode of Equity Mates:

  • How to optimise your investments within Superannuation
  • We review a listeners portfolio
  • Discuss the opportunities to build passive income through ETFs


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> Rate cuts, rate cuts, rate cuts. The financial media has been abuzz with the prospect of a rate cut in the US (despite annual inflation ticking up from 2.7% to 2.9% in its most recent reading).


Today we're unpacking what you need to know.


We're also sharing some timely advice from Nick Griffin, CIO of Munro Partners, about how to manage the noise at a time like this.


That's not all we're covering in another big episode of Equity Mates:

  • How to optimise your investments within Superannuation
  • We review a listeners portfolio
  • Discuss the opportunities to build passive income through ETFs


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Are we nearing a market top, Bryce's $500-to-$5k do-over & getting insurance right in Superannuation]]> Sun, 14 Sep 2025 19:05:00 GMT 33:53 68c1158f494165a9627f18d4 false https://shows.acast.com/equity-mates/episodes/equity-mates15september2025 68c1158f494165a9627f18d4 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates15september2025 full 10 Are we nearing a market top? Is the market overvalued? Should I wait to start investing?


As markets hit all-time highs we've started noticing these questions popping up in our Instagram DMs and in the Facebook Discussion Group.


So we're answering them in today's episode and explaining how we're investing at a time like this.


That's not all in another big episode of Equity Mates:

  • We unpack everything insurance in Superannuation
  • Bryce's $500-to-$5k challenge continues - now with a second portfolio!


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> Are we nearing a market top? Is the market overvalued? Should I wait to start investing?


As markets hit all-time highs we've started noticing these questions popping up in our Instagram DMs and in the Facebook Discussion Group.


So we're answering them in today's episode and explaining how we're investing at a time like this.


That's not all in another big episode of Equity Mates:

  • We unpack everything insurance in Superannuation
  • Bryce's $500-to-$5k challenge continues - now with a second portfolio!


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Separating what's real from the hype: Roblox, Games Workshop and more - James Abela | Fidelity]]> Thu, 11 Sep 2025 19:05:00 GMT 36:43 68c0fb59494165a96277d001 false https://shows.acast.com/equity-mates/episodes/james-abela-september-2025 68c0fb59494165a96277d001 8c560a52-84ff-4b06-b819-f4e9bd6e85ef james-abela-september-2025 full 10 With so much opportunity being presented to investors everyday, it can be a challenge separating good opportunities from great ones.


Today we speak to James Abela, Portfolio Manager of the Fidelity Global Future Leaders Fund, about the companies in his portfolio but also two that are not. Together, we unpack:

  • Why global small and mid cap stocks are proving such a fruitful part of the market
  • What he has learned from 5 years managing the Future Leaders Fund
  • Why James has avoided Roblox
  • When James looks to sell his winners - using Arista Networks as a case study
  • A deep dive into Games Workshop, a stock in his portfolio


—------


Thank you to Fidelity for sponsoring this episode.


Learn more about the Fidelity Global Future Leaders Fund by visiting their website.

 

Read Maroun's report: Unveiling Tomorrow's Titans


Consider the PDS and TMD available at Fidelity.com.au and whether this product is suitable for you. FIL Responsible Entity (Australia) Limited ABN 33 148 059 009 AFSL 409340. Read Fidelity’s full disclaimer.


—------


Looking for some of our favourite research tools?


—------


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.

]]> With so much opportunity being presented to investors everyday, it can be a challenge separating good opportunities from great ones.


Today we speak to James Abela, Portfolio Manager of the Fidelity Global Future Leaders Fund, about the companies in his portfolio but also two that are not. Together, we unpack:

  • Why global small and mid cap stocks are proving such a fruitful part of the market
  • What he has learned from 5 years managing the Future Leaders Fund
  • Why James has avoided Roblox
  • When James looks to sell his winners - using Arista Networks as a case study
  • A deep dive into Games Workshop, a stock in his portfolio


—------


Thank you to Fidelity for sponsoring this episode.


Learn more about the Fidelity Global Future Leaders Fund by visiting their website.

 

Read Maroun's report: Unveiling Tomorrow's Titans


Consider the PDS and TMD available at Fidelity.com.au and whether this product is suitable for you. FIL Responsible Entity (Australia) Limited ABN 33 148 059 009 AFSL 409340. Read Fidelity’s full disclaimer.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Keeping up with AI, your Superannuation options & Pimp my Portfolio with Luke Laretive]]> Wed, 10 Sep 2025 19:05:00 GMT 38:37 68c0facbffe2acc6927d0885 false https://shows.acast.com/equity-mates/episodes/equity-mates-11-september-2025 68c0facbffe2acc6927d0885 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-11-september-2025 full 10 The pace of change in the AI landscape continues to accelerate. From lofty valuations, new use cases and changes in government policy, we're chatting through some of the biggest headlines that have caught our attention.


Most importantly, we're talking about the best ways to invest in it as well.


That's not all we cover in another big episode of Equity Mates:

  • Chinese car makers continue to grow market share in Australia
  • We explore your different Superannuation options
  • Luke Laretive reviews a community member's portfolio in the latest Pimp my Portfolio


LLM / AI Chatbot Leaderboard discussed in the show.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> The pace of change in the AI landscape continues to accelerate. From lofty valuations, new use cases and changes in government policy, we're chatting through some of the biggest headlines that have caught our attention.


Most importantly, we're talking about the best ways to invest in it as well.


That's not all we cover in another big episode of Equity Mates:

  • Chinese car makers continue to grow market share in Australia
  • We explore your different Superannuation options
  • Luke Laretive reviews a community member's portfolio in the latest Pimp my Portfolio


LLM / AI Chatbot Leaderboard discussed in the show.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[AI agents, stablecoins & the next big thing in crypto - Blake Cassidy | Bamboo]]> Mon, 08 Sep 2025 19:05:00 GMT 33:35 68ba8ccf4629f1c6be89f5d7 false https://shows.acast.com/equity-mates/episodes/blake-cassidy-september-2025 68ba8ccf4629f1c6be89f5d7 8c560a52-84ff-4b06-b819-f4e9bd6e85ef blake-cassidy-september-2025 full 10 AI agents with crypto wallets, the explosion of crypto treasury companies, stablecoin volume reaching $27 trillion.


Today we speak to our correspondent from the frontlines of the crypto industry, Blake Cassidy, about some of the wild stories emerging from the world of crypto.


Blake is the CEO of crypto microinvesting app Bamboo and cohost of the Crypto Curious podcast. 


—------


Thank you to Bamboo for sponsoring this episode.


With Bamboo you can round up your daily spending and dollar-cost average into Bitcoin, Ethereum, gold and silver. Search 'Bamboo' on the App Store, Google Play or visit: https://www.getbamboo.io/


Support from partners like Bamboo helps us keep all Equity Mates content free.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> AI agents with crypto wallets, the explosion of crypto treasury companies, stablecoin volume reaching $27 trillion.


Today we speak to our correspondent from the frontlines of the crypto industry, Blake Cassidy, about some of the wild stories emerging from the world of crypto.


Blake is the CEO of crypto microinvesting app Bamboo and cohost of the Crypto Curious podcast. 


—------


Thank you to Bamboo for sponsoring this episode.


With Bamboo you can round up your daily spending and dollar-cost average into Bitcoin, Ethereum, gold and silver. Search 'Bamboo' on the App Store, Google Play or visit: https://www.getbamboo.io/


Support from partners like Bamboo helps us keep all Equity Mates content free.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Google's loss turns into a win, Super is now double the size of Australia's economy & X-marks the stock]]> Sun, 07 Sep 2025 19:05:00 GMT 31:08 68ba6da04199e5a9ce4e2bb7 false https://shows.acast.com/equity-mates/episodes/equity-mates-8-september-2025 68ba6da04199e5a9ce4e2bb7 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-8-september-2025 full 10 When is a loss actually a win?


That is a question Alphabet executives are probably pondering after they escaped any serious punishment after losing an antitrust case in US Federal Court. We unpack what it means (and why Alphabet's shares were up 9% last week).


That's not all we cover in another big episode of Equity Mates:

  • Are we watching the most important geopolitical story of our time play out? (and no, we're not talking about America under Trump)
  • Super September continues as we encourage all Australians to engage with their Superannuation
  • We review two of the hottest stocks on Twitter (X)


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> When is a loss actually a win?


That is a question Alphabet executives are probably pondering after they escaped any serious punishment after losing an antitrust case in US Federal Court. We unpack what it means (and why Alphabet's shares were up 9% last week).


That's not all we cover in another big episode of Equity Mates:

  • Are we watching the most important geopolitical story of our time play out? (and no, we're not talking about America under Trump)
  • Super September continues as we encourage all Australians to engage with their Superannuation
  • We review two of the hottest stocks on Twitter (X)


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Good news for Aussie investors, why you need to invest globally & Super September continues ]]> Wed, 03 Sep 2025 19:05:00 GMT 29:11 68b670ac71ccb00a0305438b false https://shows.acast.com/equity-mates/episodes/equity-mates-4-september 68b670ac71ccb00a0305438b 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-4-september full 10 Australian investors are having a good month: the ASX 200 hit all-time highs and were entering the largest month of buybacks in Australian history.


We unpack what you need to know in todays episode.


That’s not all we cover in another big episode of Equity Mates:

  • Age verification for social media is one step closer
  • Gold is nearing all time highs
  • Super September continues
  • Some new data shows why you need to invest globally


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Australian investors are having a good month: the ASX 200 hit all-time highs and were entering the largest month of buybacks in Australian history.


We unpack what you need to know in todays episode.


That’s not all we cover in another big episode of Equity Mates:

  • Age verification for social media is one step closer
  • Gold is nearing all time highs
  • Super September continues
  • Some new data shows why you need to invest globally


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> The bull market for Australian small caps - Claude Walker The bull market for Australian small caps - Claude Walker Mon, 01 Sep 2025 19:05:00 GMT 48:37 68b538e987128a41769edae1 false https://shows.acast.com/equity-mates/episodes/claude-walker-september-2025 68b538e987128a41769edae1 8c560a52-84ff-4b06-b819-f4e9bd6e85ef claude-walker-september-2025 full 10 Australian small caps have had a great run lately. Today we're speaking to an expert investor to figure out how we can make the most of it.


We are joined by Claude Walker, the founder of A Rich Life.


Today we unpack:

  • Claude's 3-step criteria for winning stocks
  • His experience finding a 100-bagger stock (Pro Medicus)
  • Why Australian small caps are running right now
  • What company is the largest in his portfolio right now


Check out Claude's new YouTube channel ASX Small Cap Wrap


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Australian small caps have had a great run lately. Today we're speaking to an expert investor to figure out how we can make the most of it.


We are joined by Claude Walker, the founder of A Rich Life.


Today we unpack:

  • Claude's 3-step criteria for winning stocks
  • His experience finding a 100-bagger stock (Pro Medicus)
  • Why Australian small caps are running right now
  • What company is the largest in his portfolio right now


Check out Claude's new YouTube channel ASX Small Cap Wrap


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Super September is here, highlights from reporting season & Pimp my Portfolio with Matt Ingram]]> Sun, 31 Aug 2025 19:05:00 GMT 33:32 68b10d361f6f2957eaa2e8bf false https://shows.acast.com/equity-mates/episodes/em-chat-monday-0109-vanguard 68b10d361f6f2957eaa2e8bf 8c560a52-84ff-4b06-b819-f4e9bd6e85ef em-chat-monday-0109-vanguard full 10 Too many Australians do not engage with their Super. For the month of September, we're working hard to change that.


We are back with this year's Super September.


That's not all we cover in another big episode of Equity Mates:

  • All the wrap up from reporting season in Australia and the US
  • Elon Musk's challenging Microsoft
  • Matt Ingram joins for the latest Pimp my Portfolio
  • Super September is back to get Australians engaged with their Superannuation



—------


Thanks to Vanguard Super for supporting Super September.


Head to vanguard.com.au/super to explore Vanguard Super.


Support from partners like Vanguard Super helps us keep all of our content free.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


Or come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Too many Australians do not engage with their Super. For the month of September, we're working hard to change that.


We are back with this year's Super September.


That's not all we cover in another big episode of Equity Mates:

  • All the wrap up from reporting season in Australia and the US
  • Elon Musk's challenging Microsoft
  • Matt Ingram joins for the latest Pimp my Portfolio
  • Super September is back to get Australians engaged with their Superannuation



—------


Thanks to Vanguard Super for supporting Super September.


Head to vanguard.com.au/super to explore Vanguard Super.


Support from partners like Vanguard Super helps us keep all of our content free.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


Or come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


—------


Looking for some of our favourite research tools?


—------


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.

]]> The personal finance habits that changed our lives | Real Talk The personal finance habits that changed our lives | Real Talk Wed, 27 Aug 2025 19:05:00 GMT 17:38 68786e771b87f1639bd3fb7e false https://shows.acast.com/equity-mates/episodes/real-talk-episode-6-good-financial-habits 68786e771b87f1639bd3fb7e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef real-talk-episode-6-good-financial-habits full 10 Over the next 3 weeks we're taking a break from our regular podcast schedule to reflect on the Equity Mates journey over the past 8 years. From learning to invest, building the Equity Mates business to how we manage our money today - we're revealing it all in this Real Talk series.


In the final episode of this Real Talk series we dive deep into our personal financial habits. While its not always the sexiest topic getting your personal finance right and maximising your cash flow is the most impactful thing you can do to improve your financial situation. In today's episode we unpack how we manage ours.


—------


Thanks to GYG for helping us to keep it real and sponsoring this Real Talk series.


Head to Guzman y Gomez to find out more or download the GYG App. 


Support from partners like GYG helps us keep all of our content free.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


Or come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Over the next 3 weeks we're taking a break from our regular podcast schedule to reflect on the Equity Mates journey over the past 8 years. From learning to invest, building the Equity Mates business to how we manage our money today - we're revealing it all in this Real Talk series.


In the final episode of this Real Talk series we dive deep into our personal financial habits. While its not always the sexiest topic getting your personal finance right and maximising your cash flow is the most impactful thing you can do to improve your financial situation. In today's episode we unpack how we manage ours.


—------


Thanks to GYG for helping us to keep it real and sponsoring this Real Talk series.


Head to Guzman y Gomez to find out more or download the GYG App. 


Support from partners like GYG helps us keep all of our content free.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


Or come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Money advice that shaped us… and some that nearly ruined us | Real Talk Money advice that shaped us… and some that nearly ruined us | Real Talk Sun, 24 Aug 2025 19:05:00 GMT 16:34 6878603fb93bd5454d9f4e6a false https://shows.acast.com/equity-mates/episodes/real-talk-episode-5-best-and-worst-advice 6878603fb93bd5454d9f4e6a 8c560a52-84ff-4b06-b819-f4e9bd6e85ef real-talk-episode-5-best-and-worst-advice full 10 Over the next 3 weeks we're taking a break from our regular podcast schedule to reflect on the Equity Mates journey over the past 8 years. From learning to invest, building the Equity Mates business to how we manage our money today - we're revealing it all in this Real Talk series.


Over the Equity Mates journey we've interviewed over 500 expert investors, ASX-listed CEOs and financial advisers. We've heard plenty of advice. A lot of it great, some of it terrible. In today's episode we unpack the best and the worst we've heard and discuss the tips that have made the biggest difference to our financial lives.


—------


Thanks to GYG for helping us to keep it real and sponsoring this Real Talk series.


Head to Guzman y Gomez to find out more or download the GYG App. 


Support from partners like GYG helps us keep all of our content free.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


Or come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Over the next 3 weeks we're taking a break from our regular podcast schedule to reflect on the Equity Mates journey over the past 8 years. From learning to invest, building the Equity Mates business to how we manage our money today - we're revealing it all in this Real Talk series.


Over the Equity Mates journey we've interviewed over 500 expert investors, ASX-listed CEOs and financial advisers. We've heard plenty of advice. A lot of it great, some of it terrible. In today's episode we unpack the best and the worst we've heard and discuss the tips that have made the biggest difference to our financial lives.


—------


Thanks to GYG for helping us to keep it real and sponsoring this Real Talk series.


Head to Guzman y Gomez to find out more or download the GYG App. 


Support from partners like GYG helps us keep all of our content free.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


Or come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


—------


Looking for some of our favourite research tools?


—------


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.

]]> How we took Equity Mates from side-hustle to sale | Real Talk How we took Equity Mates from side-hustle to sale | Real Talk Wed, 20 Aug 2025 19:05:00 GMT 37:09 687860204c0314994e3bed73 false https://shows.acast.com/equity-mates/episodes/real-talk-episode-4-story-of-equity-mates 687860204c0314994e3bed73 8c560a52-84ff-4b06-b819-f4e9bd6e85ef real-talk-episode-4-story-of-equity-mates full 10 Over the next 3 weeks we're taking a break from our regular podcast schedule to reflect on the Equity Mates journey over the past 8 years. From learning to invest, building the Equity Mates business to how we manage our money today - we're revealing it all in this Real Talk series.


In this episode we're sharing the inside story of Equity Mates. From recording on a balcony with one microphone between us to partnering up with Betashares its been an amazing 8 years. Today, we share the inside story:

  • How we got started
  • Tips & tricks to turn your side hustle into a full-time business
  • How the media business works
  • Our playbook for raising money


—------


Thanks to GYG for helping us to keep it real and sponsoring this Real Talk series.


Head to Guzman y Gomez to find out more or download the GYG App. 


Support from partners like GYG helps us keep all of our content free.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


Or come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Over the next 3 weeks we're taking a break from our regular podcast schedule to reflect on the Equity Mates journey over the past 8 years. From learning to invest, building the Equity Mates business to how we manage our money today - we're revealing it all in this Real Talk series.


In this episode we're sharing the inside story of Equity Mates. From recording on a balcony with one microphone between us to partnering up with Betashares its been an amazing 8 years. Today, we share the inside story:

  • How we got started
  • Tips & tricks to turn your side hustle into a full-time business
  • How the media business works
  • Our playbook for raising money


—------


Thanks to GYG for helping us to keep it real and sponsoring this Real Talk series.


Head to Guzman y Gomez to find out more or download the GYG App. 


Support from partners like GYG helps us keep all of our content free.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


Or come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[What's in our portfolios today: ETFs, Bitcoin and big bets | Real Talk]]> Sun, 17 Aug 2025 19:05:00 GMT 26:26 686ee5defe0897380e49b890 false https://shows.acast.com/equity-mates/episodes/real-talk-episode-3-our-portfolios-today 686ee5defe0897380e49b890 8c560a52-84ff-4b06-b819-f4e9bd6e85ef real-talk-episode-3-our-portfolios-today full 10 Over the next 3 weeks we're taking a break from our regular podcast schedule to reflect on the Equity Mates journey over the past 8 years. From learning to invest, building the Equity Mates business to how we manage our money today - we're revealing it all in this Real Talk series.


In this episode we're revealing what's in our personal portfolios. We unpack:

  • Our core portfolios of ETFs
  • Active managers and individual stocks that make up our satellite portfolios
  • How these portfolios have performed over the past 7 years


Who's portfolio comes out on top? Tune in to find out.


—------


Thanks to GYG for helping us to keep it real and sponsoring this Real Talk series.


Head to Guzman y Gomez to find out more or download the GYG App. 


Support from partners like GYG helps us keep all of our content free.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


Or come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Over the next 3 weeks we're taking a break from our regular podcast schedule to reflect on the Equity Mates journey over the past 8 years. From learning to invest, building the Equity Mates business to how we manage our money today - we're revealing it all in this Real Talk series.


In this episode we're revealing what's in our personal portfolios. We unpack:

  • Our core portfolios of ETFs
  • Active managers and individual stocks that make up our satellite portfolios
  • How these portfolios have performed over the past 7 years


Who's portfolio comes out on top? Tune in to find out.


—------


Thanks to GYG for helping us to keep it real and sponsoring this Real Talk series.


Head to Guzman y Gomez to find out more or download the GYG App. 


Support from partners like GYG helps us keep all of our content free.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


Or come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


—------


Looking for some of our favourite research tools?


—------


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.

]]> The best financial moves to make in each decade of your life | Real Talk The best financial moves to make in each decade of your life | Real Talk Wed, 13 Aug 2025 19:05:00 GMT 25:55 686ee5bfea74e132fb4b761b false https://shows.acast.com/equity-mates/episodes/real-talk-episode-2-investing-at-any-age 686ee5bfea74e132fb4b761b 8c560a52-84ff-4b06-b819-f4e9bd6e85ef real-talk-episode-2-investing-at-any-age full 10 Over the next 3 weeks we're taking a break from our regular podcast schedule to reflect on the Equity Mates journey over the past 8 years. From learning to invest, building the Equity Mates business to how we manage our money today - we're revealing it all in this Real Talk series.


In this episode we're unpacking how you can take control of your money at any age. From your 20's to your 60's, there's plenty you can do.

  • If you feel you're too early and don't have enough to get started - think again.
  • If you think you're too old and missed your opportunity - think again.
  • If you just don't think investing is for you - think again.


In this episode we unpack it all.


—------


Thanks to GYG for helping us to keep it real and sponsoring this Real Talk series.


Head to Guzman y Gomez to find out more or download the GYG App. 


Support from partners like GYG helps us keep all of our content free.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


Or come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Over the next 3 weeks we're taking a break from our regular podcast schedule to reflect on the Equity Mates journey over the past 8 years. From learning to invest, building the Equity Mates business to how we manage our money today - we're revealing it all in this Real Talk series.


In this episode we're unpacking how you can take control of your money at any age. From your 20's to your 60's, there's plenty you can do.

  • If you feel you're too early and don't have enough to get started - think again.
  • If you think you're too old and missed your opportunity - think again.
  • If you just don't think investing is for you - think again.


In this episode we unpack it all.


—------


Thanks to GYG for helping us to keep it real and sponsoring this Real Talk series.


Head to Guzman y Gomez to find out more or download the GYG App. 


Support from partners like GYG helps us keep all of our content free.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


Or come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


—------


Looking for some of our favourite research tools?


—------


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.

]]> From losing it all to 10-bagging: How we got started investing | Real Talk From losing it all to 10-bagging: How we got started investing | Real Talk Sun, 10 Aug 2025 19:05:00 GMT 29:34 686ed14bea74e132fb4611a8 false https://shows.acast.com/equity-mates/episodes/real-talk-episode-1-how-we-got-started 686ed14bea74e132fb4611a8 8c560a52-84ff-4b06-b819-f4e9bd6e85ef real-talk-episode-1-how-we-got-started full 10 Over the next 3 weeks we're taking a break from our regular podcast schedule to reflect on the Equity Mates journey over the past 8 years. From learning to invest, building the Equity Mates business to how we manage our money today - we're revealing it all in this Real Talk series.


In this first episode we're discussing how we got started. From losing all of our money to hitting on our first 10-bagger we share how we got started (and how we would get started if we were starting today).


—------


Thanks to GYG for helping us to keep it real and sponsoring this Real Talk series.


Head to Guzman y Gomez to find out more or download the GYG App. 


Support from partners like GYG helps us keep all of our content free.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


Or come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Over the next 3 weeks we're taking a break from our regular podcast schedule to reflect on the Equity Mates journey over the past 8 years. From learning to invest, building the Equity Mates business to how we manage our money today - we're revealing it all in this Real Talk series.


In this first episode we're discussing how we got started. From losing all of our money to hitting on our first 10-bagger we share how we got started (and how we would get started if we were starting today).


—------


Thanks to GYG for helping us to keep it real and sponsoring this Real Talk series.


Head to Guzman y Gomez to find out more or download the GYG App. 


Support from partners like GYG helps us keep all of our content free.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


Or come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Expert: Zac Midalia - What we can learn from the private equity playbook Expert: Zac Midalia - What we can learn from the private equity playbook Thu, 07 Aug 2025 19:05:00 GMT 48:42 689275fb54703a5cd46d642c false https://shows.acast.com/equity-mates/episodes/zac-midalia-alceon 689275fb54703a5cd46d642c 8c560a52-84ff-4b06-b819-f4e9bd6e85ef zac-midalia-alceon full 10 Private equity has enjoyed two decades of outperformance as it outpaces public markets and attracts more and more capital. As we've learned more about it here at Equity Mates, we want to understand what has powered these gains and what we can learn from it.


To take us through it, today we're speaking to Zac Midalia, Managing Director of Private Equity at Alceon Group.


Links: Our interview with Mark Carnegie

—

Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.

—

Want more Equity Mates? However you want to learn about investing we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


Check out our latest show: Basis Points

—

Looking for some of our favourite research tools?

—

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.

]]> Private equity has enjoyed two decades of outperformance as it outpaces public markets and attracts more and more capital. As we've learned more about it here at Equity Mates, we want to understand what has powered these gains and what we can learn from it.


To take us through it, today we're speaking to Zac Midalia, Managing Director of Private Equity at Alceon Group.


Links: Our interview with Mark Carnegie

—

Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.

—

Want more Equity Mates? However you want to learn about investing we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


Check out our latest show: Basis Points

—

Looking for some of our favourite research tools?

—

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.

]]> <![CDATA[Big names report big gains, Pimp my Portfolio & what experts are buying and selling]]> Wed, 06 Aug 2025 19:05:00 GMT 35:17 68919f109e1c1309956a1fd0 false https://shows.acast.com/equity-mates/episodes/equity-mates-7-august-2025 68919f109e1c1309956a1fd0 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-7-august-2025 full 10 As earnings season continues in the US, we've seen some big companies reported some bumper results, including Amazon, Apple, Reddit, Nintendo, and Roblox. We cover them all.


We're also looking at:

  • The Australian that turned down a $1.5 billion job offer
  • Luke Laretive is back for another Pimp my Portfolio
  • What stocks experts are buying and selling


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> As earnings season continues in the US, we've seen some big companies reported some bumper results, including Amazon, Apple, Reddit, Nintendo, and Roblox. We cover them all.


We're also looking at:

  • The Australian that turned down a $1.5 billion job offer
  • Luke Laretive is back for another Pimp my Portfolio
  • What stocks experts are buying and selling


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> Ask An Adviser: How to max your deposit and boost your borrowing capacity - Chris Bates | Alcove Ask An Adviser: How to max your deposit and boost your borrowing capacity - Chris Bates | Alcove Mon, 04 Aug 2025 19:00:00 GMT 45:15 68804ed04d38ffe5f5a1b31e false https://shows.acast.com/equity-mates/episodes/aaa-chris-bates 68804ed04d38ffe5f5a1b31e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef aaa-chris-bates full 10 Want more buying power in today’s property market? Our mortgage broker Chris Bates, Co-founder of Alcove, joins us to share strategies for boosting your deposit, and what you can borrow.


We also cover:

  • Clearing debt and improving your financial profile
  • Smart ways to grow your deposit


If you'd like to chat to Chris, simply complete this form.


—------

Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> Want more buying power in today’s property market? Our mortgage broker Chris Bates, Co-founder of Alcove, joins us to share strategies for boosting your deposit, and what you can borrow.


We also cover:

  • Clearing debt and improving your financial profile
  • Smart ways to grow your deposit


If you'd like to chat to Chris, simply complete this form.


—------

Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter.


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[The good, bad & ugly of earnings season, Mr Beat-Up's biggest stock yet & Bryce tees off on LICs]]> Sun, 03 Aug 2025 19:00:00 GMT 31:27 688c22326bbbf6afc792e6d7 false https://shows.acast.com/equity-mates/episodes/the-good-bad-ugly-of-earnings-season-mr-beat-ups-biggest-sto 688c22326bbbf6afc792e6d7 8c560a52-84ff-4b06-b819-f4e9bd6e85ef the-good-bad-ugly-of-earnings-season-mr-beat-ups-biggest-sto full 10 From big tech smashing expectations, to Novo Nordisk wiping $70 billion in a single day, and the car industry being slammed with billions in tariffs, we’re unpacking it all.


We also cover:

  • Mr Beat-ups latest stock. Has the market overreacted to this $300 billion meltdown?
  • Are LICs still worth it vs ETFs?


—------

Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> From big tech smashing expectations, to Novo Nordisk wiping $70 billion in a single day, and the car industry being slammed with billions in tariffs, we’re unpacking it all.


We also cover:

  • Mr Beat-ups latest stock. Has the market overreacted to this $300 billion meltdown?
  • Are LICs still worth it vs ETFs?


—------

Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> The DNA of a great growth stock - Jared Pohl | ECP Asset Management The DNA of a great growth stock - Jared Pohl | ECP Asset Management Thu, 31 Jul 2025 19:05:00 GMT 41:35 6880321af6d4262b079e3467 false https://shows.acast.com/equity-mates/episodes/jared-pohl-31-july 6880321af6d4262b079e3467 8c560a52-84ff-4b06-b819-f4e9bd6e85ef jared-pohl-31-july full 10 What makes a great growth company? Jared Pohl from ECP Asset Management joins us to break down the key traits he looks for, how he manages conviction, and why selling is just as important as buying.


In this episode:

  • What separates a good business from a great one.
  • How to manage conviction and position size.
  • Knowing when to sell, even the companies you love.


—------


Thanks to ECP Asset Management for supporting Equity Mates. You can find out more about ECP's funds and LIC (ASX: ECP) at https://ecpam.com/ 


Note for clarification: in the section discussing Pro Medicus, Jared is talking about Pro Medicus (ASX:PME) not the unlisted exposure he mentions elsewhere in the discussion.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> What makes a great growth company? Jared Pohl from ECP Asset Management joins us to break down the key traits he looks for, how he manages conviction, and why selling is just as important as buying.


In this episode:

  • What separates a good business from a great one.
  • How to manage conviction and position size.
  • Knowing when to sell, even the companies you love.


—------


Thanks to ECP Asset Management for supporting Equity Mates. You can find out more about ECP's funds and LIC (ASX: ECP) at https://ecpam.com/ 


Note for clarification: in the section discussing Pro Medicus, Jared is talking about Pro Medicus (ASX:PME) not the unlisted exposure he mentions elsewhere in the discussion.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Australia threatened with higher tariffs, Pimp my Portfolio & your portfolio construction questions, answered]]> Wed, 30 Jul 2025 22:26:52 GMT 32:04 688861e06ba6bf2e17a8f89b false https://shows.acast.com/equity-mates/episodes/em-chat-3107 688861e06ba6bf2e17a8f89b 8c560a52-84ff-4b06-b819-f4e9bd6e85ef em-chat-3107 full 10 Tariffs are back in the headlines with the EU-US trade deal, China and the US continuing to talk and Australia facing 15-20% tariffs.


We unpack it all on today's episode of Equity Mates.


We also cover:

  • Loveable - the world's fastest growing company
  • Unhelpful Desk returns
  • Pimp my Portfolio with Adam Dawes


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> Tariffs are back in the headlines with the EU-US trade deal, China and the US continuing to talk and Australia facing 15-20% tariffs.


We unpack it all on today's episode of Equity Mates.


We also cover:

  • Loveable - the world's fastest growing company
  • Unhelpful Desk returns
  • Pimp my Portfolio with Adam Dawes


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Ask an Adviser: The family money conversation you can't avoid - Dylan Pargiter-Green]]> Mon, 28 Jul 2025 19:05:00 GMT 44:22 6876feec610560d3efb82cd7 false https://shows.acast.com/equity-mates/episodes/dylan-pargiter-green-july-2025 6876feec610560d3efb82cd7 8c560a52-84ff-4b06-b819-f4e9bd6e85ef dylan-pargiter-green-july-2025 full 10 In Australia, over the next 30 years about $5 trillion will be passed from generation-to-generation. And we're not prepared for it.


In today's episode we sit down with Dylan Pargiter-Green, financial adviser and partner at Bold Wealth, to understand how we can better navigate these inheritance conversations.


Download Dylan's case studies:


Interested in speaking to Dylan or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with an adviser that suits your needs.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> In Australia, over the next 30 years about $5 trillion will be passed from generation-to-generation. And we're not prepared for it.


In today's episode we sit down with Dylan Pargiter-Green, financial adviser and partner at Bold Wealth, to understand how we can better navigate these inheritance conversations.


Download Dylan's case studies:


Interested in speaking to Dylan or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with an adviser that suits your needs.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


And come and join the conversation in the Equity Mates Facebook Discussion Group.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[The Chinese EV boom, Pimp my Portfolio & X marks the stock: what's buzzing right now]]> Sun, 27 Jul 2025 19:05:00 GMT 43:25 68801476f6d4262b07968ec5 false https://shows.acast.com/equity-mates/episodes/equity-mates-28-july-2025 68801476f6d4262b07968ec5 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-28-july-2025 full 10 10 years ago, none of Australia’s car imports came from China. Today it is 17%. By 2035, it is estimated to be 43%. Tune in as we unpack the Chinese EV boom.


That's not all we cover in another big episode:

  • Matt Ingram is back to review a community member's portfolio in Pimp my Portfolio
  • We review the hottest stocks on Twitter (X) in a new segment: X-Marks the Stock


Have a question you want us to answer? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> 10 years ago, none of Australia’s car imports came from China. Today it is 17%. By 2035, it is estimated to be 43%. Tune in as we unpack the Chinese EV boom.


That's not all we cover in another big episode:

  • Matt Ingram is back to review a community member's portfolio in Pimp my Portfolio
  • We review the hottest stocks on Twitter (X) in a new segment: X-Marks the Stock


Have a question you want us to answer? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Earnings season beats records, 2 stocks we're loving & don't try to time the market]]> Wed, 23 Jul 2025 19:00:00 GMT 38:22 687ffab6498abee416d8171b false https://shows.acast.com/equity-mates/episodes/equity-mates-24-july 687ffab6498abee416d8171b 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-24-july full 10 Earnings season is off to a strong start, Aussie miners are bouncing back, and we each bring a stock that's on our watch list. Plus, we unpack a community question: should you tweak your investing strategy if a recession is coming or stick to dollar-cost averaging?


Have a question you want us to answer? Record a voice note or send us a message

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

———

Looking for some of our favourite research tools?

———

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.

]]> Earnings season is off to a strong start, Aussie miners are bouncing back, and we each bring a stock that's on our watch list. Plus, we unpack a community question: should you tweak your investing strategy if a recession is coming or stick to dollar-cost averaging?


Have a question you want us to answer? Record a voice note or send us a message

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

———

Looking for some of our favourite research tools?

———

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.

]]> <![CDATA[Ally Selby on bad stocks, cowboy fundies & why she wishes she bought ETFs]]> Mon, 21 Jul 2025 19:05:00 GMT 27:19 6854d7b0412e0f0fbf93b0f0 false https://shows.acast.com/equity-mates/episodes/ally-selby-equity-mates-july-2025 6854d7b0412e0f0fbf93b0f0 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ally-selby-equity-mates-july-2025 full 10 For long-time consumers of Australian financial content, you are likely familiar with today's guest.


Ally Selby is a financial journalist who has previously worked for LiveWire, Financial Standard, Pedestrian Group, Your Money, Sky Business and Sky News. Today, Ally is Head of Marketing & Distribution at Minotaur Capital.


Between us, we've done over a thousand interviews with expert investors. So in today's episode we share what we've learned.


Have a question you want us to answer? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> For long-time consumers of Australian financial content, you are likely familiar with today's guest.


Ally Selby is a financial journalist who has previously worked for LiveWire, Financial Standard, Pedestrian Group, Your Money, Sky Business and Sky News. Today, Ally is Head of Marketing & Distribution at Minotaur Capital.


Between us, we've done over a thousand interviews with expert investors. So in today's episode we share what we've learned.


Have a question you want us to answer? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Card fees to go, Pimp my Portfolio & BlackRock lost $52 billion in one go]]> Sun, 20 Jul 2025 19:05:00 GMT 35:56 687c044e0de40e9a7cab6e30 false https://shows.acast.com/equity-mates/episodes/equity-mates-21-july-2025 687c044e0de40e9a7cab6e30 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-21-july-2025 full 10 Luke Laretive is back for another edition of Pimp my Portfolio. What will he have to say about community member Keiran's portfolio? Tune in to find out.


That's not all we cover in another big episode:

  • The RBA is moving to ban all card surcharges
  • We cover the latest trade war news
  • Earnings season has kicked off in the US - what have we learned so far?
  • Pimp my Portfolio with Luke Laretive


Have a question you want us to answer? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Luke Laretive is back for another edition of Pimp my Portfolio. What will he have to say about community member Keiran's portfolio? Tune in to find out.


That's not all we cover in another big episode:

  • The RBA is moving to ban all card surcharges
  • We cover the latest trade war news
  • Earnings season has kicked off in the US - what have we learned so far?
  • Pimp my Portfolio with Luke Laretive


Have a question you want us to answer? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Buffett’s big mistake, Bryce’s 10-bagger quest & your portfolio construction questions, answered.]]> Wed, 16 Jul 2025 19:05:00 GMT 39:10 6876fcc2c81367397ac86d74 false https://shows.acast.com/equity-mates/episodes/equity-mates-17-july-2025 6876fcc2c81367397ac86d74 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-17-july-2025 full 10 Warren Buffett's may be history's greatest investor, but that doesn't mean he gets everything right. Tune in to hear about one of his biggest mistakes of the past decade.


That's not all we cover in another big episode:

  • Bitcoin crosses $120k USD - where to from here?
  • More of the same for Aussie housing
  • Bryce's $500-to-$5k quest continues
  • The Unhelpful Desk returns


Have a question you want us to answer? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Warren Buffett's may be history's greatest investor, but that doesn't mean he gets everything right. Tune in to hear about one of his biggest mistakes of the past decade.


That's not all we cover in another big episode:

  • Bitcoin crosses $120k USD - where to from here?
  • More of the same for Aussie housing
  • Bryce's $500-to-$5k quest continues
  • The Unhelpful Desk returns


Have a question you want us to answer? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Ask An Adviser: The Biggest Financial Decision You'll Make - Glen Hare]]> Mon, 14 Jul 2025 19:05:00 GMT 43:03 686cc58c594dfad1a23b3de1 false https://shows.acast.com/equity-mates/episodes/glen-hare-july-2025 686cc58c594dfad1a23b3de1 8c560a52-84ff-4b06-b819-f4e9bd6e85ef glen-hare-july-2025 full 10 The biggest financial decision you'll ever make is who you spend the rest of your life with.


Today we're joined by Glen Hare, financial adviser and cofounder of Fox & Hare, to unpack everything money and love.


If you've ever wondered when is the right time to merge accounts, how couples can optimise tax, financial red flags or anything else about managing money as a couple - well rest assured, at Fox & Hare, Glen has seen it all. In this episode he shares everything we need to know and gives us some real-life examples of the good (and the not-so-good!)


Interested in speaking to Glen or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with an adviser that suits your needs.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Want more Equity Mates? However you want to learn about investing - we’ve got you covered.


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> The biggest financial decision you'll ever make is who you spend the rest of your life with.


Today we're joined by Glen Hare, financial adviser and cofounder of Fox & Hare, to unpack everything money and love.


If you've ever wondered when is the right time to merge accounts, how couples can optimise tax, financial red flags or anything else about managing money as a couple - well rest assured, at Fox & Hare, Glen has seen it all. In this episode he shares everything we need to know and gives us some real-life examples of the good (and the not-so-good!)


Interested in speaking to Glen or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with an adviser that suits your needs.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Want more Equity Mates? However you want to learn about investing - we’ve got you covered.


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Nvidia steals the show, Pimp my Portfolio & when will SpaceX IPO?]]> Sun, 13 Jul 2025 19:05:00 GMT 41:26 687073e9610560d3ef228c7c false https://shows.acast.com/equity-mates/episodes/equity-mates-14-july-2025 687073e9610560d3ef228c7c 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-14-july-2025 full 10 Nvidia has topped $4 trillion and isn't showing signs of slowing, Matt Ingram returns for Pimp my Portfolio & we unpack SpaceX's record valuation.


Have a question you want us to answer? Record a voice note or send us a message


—------


Interested in trying Good Day Multivitamins?


Head to BeGoodHealth.com.au and save 10% (or 20% for a subscription) using the code: equitymates


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Nvidia has topped $4 trillion and isn't showing signs of slowing, Matt Ingram returns for Pimp my Portfolio & we unpack SpaceX's record valuation.


Have a question you want us to answer? Record a voice note or send us a message


—------


Interested in trying Good Day Multivitamins?


Head to BeGoodHealth.com.au and save 10% (or 20% for a subscription) using the code: equitymates


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Optimise your tax using these 4 investment structures | Sharesight Optimise your tax using these 4 investment structures | Sharesight Thu, 10 Jul 2025 19:05:00 GMT 22:19 68670b76fda411af71eab8fb false https://shows.acast.com/equity-mates/episodes/sharesight-tax-time-episode-2 68670b76fda411af71eab8fb 8c560a52-84ff-4b06-b819-f4e9bd6e85ef sharesight-tax-time-episode-2 full 10 Tax planning is a 12-month process. That's a key lesson we've learned speaking to financial advisers over the past few years.


So in today's episode, we speak to Peter Nevill, financial adviser at Viola Private Wealth, to understand how he works with clients to achieve the most effective tax outcomes.


Turns out scrambling to get your tax sorted in the final days of the financial year isn't optimal. Who would've thought?


—------


Thank you to Sharesight for sponsoring this episode and helping us keep all of our content free.


Get ahead of tax time with Sharesight - save 4 months on an annual premium plan: https://www.sharesight.com/equitymates


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Tax planning is a 12-month process. That's a key lesson we've learned speaking to financial advisers over the past few years.


So in today's episode, we speak to Peter Nevill, financial adviser at Viola Private Wealth, to understand how he works with clients to achieve the most effective tax outcomes.


Turns out scrambling to get your tax sorted in the final days of the financial year isn't optimal. Who would've thought?


—------


Thank you to Sharesight for sponsoring this episode and helping us keep all of our content free.


Get ahead of tax time with Sharesight - save 4 months on an annual premium plan: https://www.sharesight.com/equitymates


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[RBA’s shock decision, Caledonia’s two new investments & knowing when to sell]]> Wed, 09 Jul 2025 19:05:00 GMT 29:41 686cabb26092bb6fb2ced015 false https://shows.acast.com/equity-mates/episodes/equity-mates-10-july-2025 686cabb26092bb6fb2ced015 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-10-july-2025 full 10 Markets were pricing in a 96% change of a rate cut and then the RBA decided to hold. We unpack the fallout from the surprising rate decision.


That's not all we discuss in another big episode:

  • After a 90-day pause, the trade war is back
  • Caledonia's 2 new investments: Cameco Corporation (NYSE: CCJ) and Royalty Pharma (NASDAQ: RPRX)
  • Knowing when to hold and when to sell


Have a question you want us to answer? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Markets were pricing in a 96% change of a rate cut and then the RBA decided to hold. We unpack the fallout from the surprising rate decision.


That's not all we discuss in another big episode:

  • After a 90-day pause, the trade war is back
  • Caledonia's 2 new investments: Cameco Corporation (NYSE: CCJ) and Royalty Pharma (NASDAQ: RPRX)
  • Knowing when to hold and when to sell


Have a question you want us to answer? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Our EOFY Tax Checklist | Sharesight Our EOFY Tax Checklist | Sharesight Mon, 07 Jul 2025 19:05:00 GMT 26:43 6866ffe7fda411af71e1efbc false https://shows.acast.com/equity-mates/episodes/sharesight-tax-time-episode-1 6866ffe7fda411af71e1efbc 8c560a52-84ff-4b06-b819-f4e9bd6e85ef sharesight-tax-time-episode-1 full 10 We've reached the end of financial year and everyone's minds turn to tax.


In this episode we've summarised our 7-step EOFY checklist.


We also speak to Peter Nevill, financial adviser at Viola Private Wealth, to unpack how he manages this time of year for clients.


—------


Thank you to Sharesight for sponsoring this episode and helping us keep all of our content free.


Get ahead of tax time with Sharesight - save 4 months on an annual premium plan: https://www.sharesight.com/equitymates


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> We've reached the end of financial year and everyone's minds turn to tax.


In this episode we've summarised our 7-step EOFY checklist.


We also speak to Peter Nevill, financial adviser at Viola Private Wealth, to unpack how he manages this time of year for clients.


—------


Thank you to Sharesight for sponsoring this episode and helping us keep all of our content free.


Get ahead of tax time with Sharesight - save 4 months on an annual premium plan: https://www.sharesight.com/equitymates


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Crunch time for trade deals, Pimp my Portfolio & a new China-focused ETF]]> Sun, 06 Jul 2025 19:05:00 GMT 32:43 68660ec9b27142f31b944bd7 false https://shows.acast.com/equity-mates/episodes/equity-mates-7-july-2025 68660ec9b27142f31b944bd7 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-7-july-2025 full 10 Tune in for the news moving markets, Luke Laretive returns for another Pimp my Portfolio and our review of the new Global X China Tech ETF (ASX: DRGN)


Have a question you want us to answer? Record a voice note or send us a message


—------


Interested in trying Good Day Multivitamins?


Head to BeGoodHealth.com.au and save 10% (or 20% for a subscription) using the code: equitymates


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Tune in for the news moving markets, Luke Laretive returns for another Pimp my Portfolio and our review of the new Global X China Tech ETF (ASX: DRGN)


Have a question you want us to answer? Record a voice note or send us a message


—------


Interested in trying Good Day Multivitamins?


Head to BeGoodHealth.com.au and save 10% (or 20% for a subscription) using the code: equitymates


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> We have a big announcement We have a big announcement Thu, 03 Jul 2025 20:00:00 GMT 16:12 6864ba877aba8e54f8becf9f false https://shows.acast.com/equity-mates/episodes/announcement-04-07 6864ba877aba8e54f8becf9f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef announcement-04-07 full 10 One of the biggest episodes in Equity Mates history. We have an exciting announcement to share. 


It means big things for the future of Equity Mates and our mission to make financial literacy and investing more accessible to all Aussies. 


Don't worry, we’re not going anywhere. In fact- entirely the opposite. We’re entering a new era, one that will help us reach more community members and investors than ever before. We can't wait to share it with you.


—------


Want to get involved in the podcast? Record a voice note or send us a message


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


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.

]]> One of the biggest episodes in Equity Mates history. We have an exciting announcement to share. 


It means big things for the future of Equity Mates and our mission to make financial literacy and investing more accessible to all Aussies. 


Don't worry, we’re not going anywhere. In fact- entirely the opposite. We’re entering a new era, one that will help us reach more community members and investors than ever before. We can't wait to share it with you.


—------


Want to get involved in the podcast? Record a voice note or send us a message


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


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.

]]> <![CDATA[All-time highs, DroneShield flies & Mailbag: HECS, FIRE or YOLO & Best small cap buys]]> Sun, 29 Jun 2025 19:05:00 GMT 41:08 685cc6307cd58072a5baea74 false https://shows.acast.com/equity-mates/episodes/equity-mates-30-june-2025 685cc6307cd58072a5baea74 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-30-june-2025 full 10 Today we're clearing out the mailbag. We answer your questions on HECS debt, best core portfolios, finding balance in investing & so much more.


Have a question you want us to answer? Record a voice note or send us a message


—------


Interested in trying Good Day Multivitamins?


Head to BeGoodHealth.com.au and save 10% (or 20% for a subscription) using the code: equitymates


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Today we're clearing out the mailbag. We answer your questions on HECS debt, best core portfolios, finding balance in investing & so much more.


Have a question you want us to answer? Record a voice note or send us a message


—------


Interested in trying Good Day Multivitamins?


Head to BeGoodHealth.com.au and save 10% (or 20% for a subscription) using the code: equitymates


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Bonus: Hear us interviewed on The Top 1% Podcast Bonus: Hear us interviewed on The Top 1% Podcast Thu, 26 Jun 2025 19:00:00 GMT 1:27:07 685a25b57cd58072a5d47bbe false https://shows.acast.com/equity-mates/episodes/sam-gordon-top-1-podcast-bonus 685a25b57cd58072a5d47bbe 8c560a52-84ff-4b06-b819-f4e9bd6e85ef sam-gordon-top-1-podcast-bonus full 10 Today we're sharing something a bit different. We were recently interviewed on The Top 1% Podcast by Sam Gordon.


Tune in to hear how we grew up learning about money, the story behind Equity Mates, and our insights on both the media and finance industries.


Check out the The Top 1% Podcast on Apple, Spotify, YouTube or wherever you listen to podcasts.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Today we're sharing something a bit different. We were recently interviewed on The Top 1% Podcast by Sam Gordon.


Tune in to hear how we grew up learning about money, the story behind Equity Mates, and our insights on both the media and finance industries.


Check out the The Top 1% Podcast on Apple, Spotify, YouTube or wherever you listen to podcasts.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Good news for first home buyers, who's selling the world's most profitable company & Pimp my Portfolio with Adam Dawes]]> Wed, 25 Jun 2025 19:05:00 GMT 34:47 685b06294a2d8b8b51b00fdd false https://shows.acast.com/equity-mates/episodes/equity-mates-26-june-2025 685b06294a2d8b8b51b00fdd 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-26-june-2025 full 10 In today's episode we cover the news moving markets, have an expert review a listener's portfolio & check in on the world's most profitable company.


Want to get involved in the podcast? Record a voice note or send us a message


—------


Interested in trying Good Day Multivitamins?


Head to BeGoodHealth.com.au and save 10% (or 20% for a subscription) using the code: equitymates


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> In today's episode we cover the news moving markets, have an expert review a listener's portfolio & check in on the world's most profitable company.


Want to get involved in the podcast? Record a voice note or send us a message


—------


Interested in trying Good Day Multivitamins?


Head to BeGoodHealth.com.au and save 10% (or 20% for a subscription) using the code: equitymates


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Ask an Adviser: How to take control of your super & is debt recycling worth it - Matt Ingram ]]> Mon, 23 Jun 2025 19:05:00 GMT 36:44 6852448e0bed216db71f78be false https://shows.acast.com/equity-mates/episodes/ask-an-advisor-matt-ingram-june-2025 6852448e0bed216db71f78be 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ask-an-advisor-matt-ingram-june-2025 full 10 Today we dive deep on two of the most common questions we get here at Equity Mates:

  • Should I be investing inside or outside of Super?
  • Should I be investing in property or the stock market?


If you've ever pondered either of those questions, then this episode is for you.


To help us unpack them is our personal financial adviser, Matt Ingram. Matt is a financial adviser and partner at Northhaven Financial Management.


Interested in speaking to Matt or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with an adviser that suits your needs.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Want more Equity Mates? However you want to learn about investing - we’ve got you covered.


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> Today we dive deep on two of the most common questions we get here at Equity Mates:

  • Should I be investing inside or outside of Super?
  • Should I be investing in property or the stock market?


If you've ever pondered either of those questions, then this episode is for you.


To help us unpack them is our personal financial adviser, Matt Ingram. Matt is a financial adviser and partner at Northhaven Financial Management.


Interested in speaking to Matt or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with an adviser that suits your needs.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Want more Equity Mates? However you want to learn about investing - we’ve got you covered.


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[$100 million sign on bonuses, will Ren sell Novo Nordisk & how to find a great buyers agent?]]> Sun, 22 Jun 2025 19:05:00 GMT 37:40 6854a4ae65897885e3792d62 false https://shows.acast.com/equity-mates/episodes/equity-mates-20-june-2025 6854a4ae65897885e3792d62 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-20-june-2025 full 10 Meta is throwing out $100m sign-on bonuses for AI engineers!? We chose the wrong career...


We unpack it all in another big episode of Equity Mates:

  • Lab-grown meat, now in Australia
  • Ren is reviewing Novo Nordisk
  • Sam Gordon, of Australian Property Scout, unpacks buyers agents and buying property inside Super


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Meta is throwing out $100m sign-on bonuses for AI engineers!? We chose the wrong career...


We unpack it all in another big episode of Equity Mates:

  • Lab-grown meat, now in Australia
  • Ren is reviewing Novo Nordisk
  • Sam Gordon, of Australian Property Scout, unpacks buyers agents and buying property inside Super


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[WhatsApp: Now with ads, getting our head around Rare Earths & best all-in-one ETF in Australia]]> Wed, 18 Jun 2025 19:05:00 GMT 32:52 68522d9068b0c25e38dac610 false https://shows.acast.com/equity-mates/episodes/equity-mates-19-june-2025 68522d9068b0c25e38dac610 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-19-june-2025 full 10 Ever since Facebook (now Meta) bought WhatsApp for $19 billion in 2014, the question has been, how does the social media giant plan to monetise it?


Now, more than a decade later, Meta has announced its biggest plans with WhatsApp yet. Are changes coming to your group chat? Tune in to find out.


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Ever since Facebook (now Meta) bought WhatsApp for $19 billion in 2014, the question has been, how does the social media giant plan to monetise it?


Now, more than a decade later, Meta has announced its biggest plans with WhatsApp yet. Are changes coming to your group chat? Tune in to find out.


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Buy or Sell: Roger Montgomery - Cochlear, Telix, Life360, Pinnacle & more]]> Mon, 16 Jun 2025 19:05:00 GMT 23:35 684b4fcf7631e3569e077560 false https://shows.acast.com/equity-mates/episodes/buy-or-sell-roger-montgomery-cochlear-telix-life360-pinnacle 684b4fcf7631e3569e077560 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-or-sell-roger-montgomery-cochlear-telix-life360-pinnacle full 10 For today's episode of Buy or Sell, Adam Keily is joined by Roger Montgomery, Founder of Montgomery Investment Management.


If you want to hear more from Adam Keily, make sure you check our Comedian v Economist (Apple | Spotify)


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> For today's episode of Buy or Sell, Adam Keily is joined by Roger Montgomery, Founder of Montgomery Investment Management.


If you want to hear more from Adam Keily, make sure you check our Comedian v Economist (Apple | Spotify)


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Nintendo's record-breaking launch, Mr. Beat-Up's best pick yet & Pimp my Portfolio]]> Sun, 15 Jun 2025 19:05:00 GMT 37:56 684a62f995c2b7ed00a5e22c false https://shows.acast.com/equity-mates/episodes/equity-mates-16-june-2025 684a62f995c2b7ed00a5e22c 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-16-june-2025 full 10 Nintendo may have some of the most valuable IP of any entertainment company (Pokemon, Mario, Zelda etc.) but on thing its never been able to do is launch two successful consoles in a row.


Has that changed with the launch of the Switch 2?


That's not all we discuss in another big episode of Equity Mates:

  • Zip keeps killing it
  • Mr. Beat-Up is back
  • Pimp my Portfolio


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Nintendo may have some of the most valuable IP of any entertainment company (Pokemon, Mario, Zelda etc.) but on thing its never been able to do is launch two successful consoles in a row.


Has that changed with the launch of the Switch 2?


That's not all we discuss in another big episode of Equity Mates:

  • Zip keeps killing it
  • Mr. Beat-Up is back
  • Pimp my Portfolio


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Monash IVF's shocking mix-up, comparing 3 core portfolios & is Bryce closer to turning $500-to-$5k]]> Wed, 11 Jun 2025 19:05:00 GMT 29:48 6849132853135c717112ca97 false https://shows.acast.com/equity-mates/episodes/equity-mates-12-june-2025 6849132853135c717112ca97 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-12-june-2025 full 10 Bryce set himself a big task this year: turn $500 into $5,000.


It's been a bumpy ride, but as we halfway through the year we're checking in to hear how he's going.


That's not all we cover in today's episode:

  • $1m for the average Aussie house
  • Monash IVF's shocking mix-up
  • Coffee prices are rising
  • Core portfolios from BlackRock, Vanguard & Betashares


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Bryce set himself a big task this year: turn $500 into $5,000.


It's been a bumpy ride, but as we halfway through the year we're checking in to hear how he's going.


That's not all we cover in today's episode:

  • $1m for the average Aussie house
  • Monash IVF's shocking mix-up
  • Coffee prices are rising
  • Core portfolios from BlackRock, Vanguard & Betashares


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> 4 proven ways to pick winning small caps - Luke Laretive 4 proven ways to pick winning small caps - Luke Laretive Mon, 09 Jun 2025 19:05:00 GMT 41:55 683e71da43d6b388a6524a1c false https://shows.acast.com/equity-mates/episodes/luke-laretive-june-2025 683e71da43d6b388a6524a1c 8c560a52-84ff-4b06-b819-f4e9bd6e85ef luke-laretive-june-2025 full 10 Luke Laretive is the CEO of Seneca Financial Solutions and Portfolio Manager of the Seneca Small Companies fund.


In today's episode we discuss four ways Luke and the team have made money in Australian small caps, and unpack a current example of each.


Want more from Luke and the team at Seneca? Sign up to Good Research to receive two in-depth research reports on Australian stocks. Use the code MATES for 10% off.


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Luke Laretive is the CEO of Seneca Financial Solutions and Portfolio Manager of the Seneca Small Companies fund.


In today's episode we discuss four ways Luke and the team have made money in Australian small caps, and unpack a current example of each.


Want more from Luke and the team at Seneca? Sign up to Good Research to receive two in-depth research reports on Australian stocks. Use the code MATES for 10% off.


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[How is CommBank worth $300B, Teaching kids about investing & Pimp my Portfolio with Adam Dawes]]> Sun, 08 Jun 2025 19:05:00 GMT 41:04 684132c7c8835d385c61dfb1 false https://shows.acast.com/equity-mates/episodes/equity-mates-9-june-2025 684132c7c8835d385c61dfb1 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-9-june-2025 full 10 Commonwealth Bank has become the first Australian company to reach a $300 billion valuation.


To put that in perspective, NAB ($118bn), Westpac ($114bn) and ANZ ($88bn) together are worth $320 billion.


How long can CommBank's outperformance last? That is what we try to understand in today's episode of Equity Mates.


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Commonwealth Bank has become the first Australian company to reach a $300 billion valuation.


To put that in perspective, NAB ($118bn), Westpac ($114bn) and ANZ ($88bn) together are worth $320 billion.


How long can CommBank's outperformance last? That is what we try to understand in today's episode of Equity Mates.


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Three Aussie stocks that break the boring stereotype - David Wilson | First Sentier Investors Three Aussie stocks that break the boring stereotype - David Wilson | First Sentier Investors Thu, 05 Jun 2025 19:05:00 GMT 40:39 682fd7cc381499796ba1a627 false https://shows.acast.com/equity-mates/episodes/david-wilson-first-sentier-investors 682fd7cc381499796ba1a627 8c560a52-84ff-4b06-b819-f4e9bd6e85ef david-wilson-first-sentier-investors full 10 Today's guest is here to change how we think about large Australian stocks.


We're joined by David Wilson, Deputy Head of Australian Equities Growth at First Sentier Investors, who's on a mission to prove that there's plenty of exciting, high-quality names at the top of the Aussie market.


If you've ever thought "just banks and miners" when thinking about Aussie large caps, then David thinks you're missing some big opportunities.


—------


Thank you to First Sentier Investors for sponsoring this episode and helping keep all of our content free.


Learn more about First Sentier Geared Australian Share Fund Complex ETF (ASX: LEVR) by visiting their website.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Today's guest is here to change how we think about large Australian stocks.


We're joined by David Wilson, Deputy Head of Australian Equities Growth at First Sentier Investors, who's on a mission to prove that there's plenty of exciting, high-quality names at the top of the Aussie market.


If you've ever thought "just banks and miners" when thinking about Aussie large caps, then David thinks you're missing some big opportunities.


—------


Thank you to First Sentier Investors for sponsoring this episode and helping keep all of our content free.


Learn more about First Sentier Geared Australian Share Fund Complex ETF (ASX: LEVR) by visiting their website.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Why housing will keep going up, a stock for the great wealth transfer & Pimp my Portfolio with Luke Laretive]]> Wed, 04 Jun 2025 19:05:00 GMT 36:15 683e85ac0d2b3bac3e5168be false https://shows.acast.com/equity-mates/episodes/equity-mates-5-june-2025 683e85ac0d2b3bac3e5168be 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-5-june-2025 full 10 Australian residential property has only gone up in our lifetimes. Recent data from the Federal Government, Equifax, and the Australian Bureau of Statistics all lead to one conclusion: its going to keep going.


Tune in to hear why.


That's not all we unpack in another big episode of Equity Mates:

  • A tough week for Australian miners as lithium and iron ore sell off
  • Why your favourite ice cream is getting more expensive
  • Pimp my Portfolio with Luke Laretive
  • Bryce discusses Generation Development Group


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Australian residential property has only gone up in our lifetimes. Recent data from the Federal Government, Equifax, and the Australian Bureau of Statistics all lead to one conclusion: its going to keep going.


Tune in to hear why.


That's not all we unpack in another big episode of Equity Mates:

  • A tough week for Australian miners as lithium and iron ore sell off
  • Why your favourite ice cream is getting more expensive
  • Pimp my Portfolio with Luke Laretive
  • Bryce discusses Generation Development Group


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Ask an Adviser: Don't do this with your super & tax-efficient investing for kids + more]]> Mon, 02 Jun 2025 19:00:00 GMT 46:45 683cdcc92780b226c75734f6 false https://shows.acast.com/equity-mates/episodes/ask-an-advisor-alex-scott 683cdcc92780b226c75734f6 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ask-an-advisor-alex-scott full 10 How do you make smart money decisions when you don’t know what your future looks like? That’s the question to start this episode.


Alex and Scott, co-founders of Everest Wealth, join us to unpack big financial questions from the Equity Mates community. Whether you’re juggling saving, investing or super; wondering when to get a financial adviser; or trying to explain to your partner that investing isn’t gambling - this one’s for you.


In today's episode we also discuss:

  • Paying down debt vs investing
  • Labor’s super tax proposals and what they mean for investors
  • Investing for kids in a tax-smart way


Interested in speaking to Alex or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with an adviser that suits your needs.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Want more Equity Mates? However you want to learn about investing - we’ve got you covered.


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> How do you make smart money decisions when you don’t know what your future looks like? That’s the question to start this episode.


Alex and Scott, co-founders of Everest Wealth, join us to unpack big financial questions from the Equity Mates community. Whether you’re juggling saving, investing or super; wondering when to get a financial adviser; or trying to explain to your partner that investing isn’t gambling - this one’s for you.


In today's episode we also discuss:

  • Paying down debt vs investing
  • Labor’s super tax proposals and what they mean for investors
  • Investing for kids in a tax-smart way


Interested in speaking to Alex or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with an adviser that suits your needs.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Want more Equity Mates? However you want to learn about investing - we’ve got you covered.


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Australia's best asset class, Michael Burry sells everything & buying property with mates]]> Sun, 01 Jun 2025 19:05:00 GMT 38:38 6838dc83b2e4c2434bc09b4f false https://shows.acast.com/equity-mates/episodes/equity-mates-2-june-2025 6838dc83b2e4c2434bc09b4f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-2-june-2025 full 10 Michael Burry is famous for shorting the US housing market before the 2008 Global Financial Crisis. So when he sold all of the positions in his portfolio bar one - it caught our attention.


Tune in to hear which one stock Burry is happy to keep in his portfolio as he sells everything else.


That's not all we unpack in another big episode of Equity Mates:

  • Over the past 20 years, has anything beaten Aussie property?
  • Unhelpful Desk returns as we answer your questions
  • Nvidia's latest earnings


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Michael Burry is famous for shorting the US housing market before the 2008 Global Financial Crisis. So when he sold all of the positions in his portfolio bar one - it caught our attention.


Tune in to hear which one stock Burry is happy to keep in his portfolio as he sells everything else.


That's not all we unpack in another big episode of Equity Mates:

  • Over the past 20 years, has anything beaten Aussie property?
  • Unhelpful Desk returns as we answer your questions
  • Nvidia's latest earnings


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Why markets are ripping despite all the risks - Lukasz de Pourbaix | Fidelity Why markets are ripping despite all the risks - Lukasz de Pourbaix | Fidelity Thu, 29 May 2025 19:05:00 GMT 35:44 682d29d26511fe0dd52d03e0 false https://shows.acast.com/equity-mates/episodes/fidelity-lucasz 682d29d26511fe0dd52d03e0 8c560a52-84ff-4b06-b819-f4e9bd6e85ef fidelity-lucasz full 10 Two months after Liberation Day and the economic indicators suggest the worst is yet to come. From America we're hearing stories of lower container volumes, uncertain business investment and the risk of empty shelves.


Yet despite that, the stock market has recovered from its Liberation Day falls. Is it too calm?


In today's episode we talk with Lukasz de Pourbaix, Head of Strategic Solutions at Fidelity, to understand how this giant fund manager sees the moment and where we might be going next.


—------


Thank you to Fidelity for sponsoring this episode and helping keep all of our content free.


Learn more about Fidelity's range of Active ETFs by visiting their website.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Two months after Liberation Day and the economic indicators suggest the worst is yet to come. From America we're hearing stories of lower container volumes, uncertain business investment and the risk of empty shelves.


Yet despite that, the stock market has recovered from its Liberation Day falls. Is it too calm?


In today's episode we talk with Lukasz de Pourbaix, Head of Strategic Solutions at Fidelity, to understand how this giant fund manager sees the moment and where we might be going next.


—------


Thank you to Fidelity for sponsoring this episode and helping keep all of our content free.


Learn more about Fidelity's range of Active ETFs by visiting their website.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Uranium stocks rip, Super tax explained & why Aussie tech reaches crazy valuations]]> Wed, 28 May 2025 19:05:00 GMT 32:11 683654fd944c948b9a827dac false https://shows.acast.com/equity-mates/episodes/equity-mates-29-may-2025 683654fd944c948b9a827dac 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-29-may-2025 full 10 The government's proposed $3 million Superannuation tax is capturing headlines and sparking fierce debate.


In today's episode we break down the proposed changes, why they're controversial and everything you need to know.


That's not all we unpack in another big episode of Equity Mates:

  • WiseTech has made its biggest acquisition to date
  • Uranium stocks are ripping
  • BYD continues to outpace Tesla
  • Why Aussie tech stocks reach such crazy valuations


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> The government's proposed $3 million Superannuation tax is capturing headlines and sparking fierce debate.


In today's episode we break down the proposed changes, why they're controversial and everything you need to know.


That's not all we unpack in another big episode of Equity Mates:

  • WiseTech has made its biggest acquisition to date
  • Uranium stocks are ripping
  • BYD continues to outpace Tesla
  • Why Aussie tech stocks reach such crazy valuations


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Bitcoin hits all-time highs, why Ren owns Catapult & Pimp my Portfolio with Matt Ingram]]> Sun, 25 May 2025 19:05:00 GMT 35:01 682fbc639cad4906be51641d false https://shows.acast.com/equity-mates/episodes/equity-mates-26-may-2025 682fbc639cad4906be51641d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-26-may-2025 full 10 In the week after Liberation Day, Bitcoin fell 12% and hit a low of US$75,000. Since then, it has absolutely ripped.


The blue-chip cryptocurrency is up more than 45% and last week reached an all-time high of US$110,000. The most volatile ride in finance continues!


We unpack what you need to know in another big episode:

  • Sports analytics company Catapult's latest report
  • OpenAI is getting into hardware
  • Matt Ingram returns for Pimp my Portfolio


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> In the week after Liberation Day, Bitcoin fell 12% and hit a low of US$75,000. Since then, it has absolutely ripped.


The blue-chip cryptocurrency is up more than 45% and last week reached an all-time high of US$110,000. The most volatile ride in finance continues!


We unpack what you need to know in another big episode:

  • Sports analytics company Catapult's latest report
  • OpenAI is getting into hardware
  • Matt Ingram returns for Pimp my Portfolio


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[What Labor's win means for Australian Property - Sam Gordon | Australian Property Scout]]> Thu, 22 May 2025 19:05:00 GMT 28:23 681d2f7724b1daf01a8df296 false https://shows.acast.com/equity-mates/episodes/sam-gordon-property-update-may-2025 681d2f7724b1daf01a8df296 8c560a52-84ff-4b06-b819-f4e9bd6e85ef sam-gordon-property-update-may-2025 full 10 The recent Australian election was a housing election. Both sides had big promises that would've had big impacts on the Australian housing market. Now that Labor has won, we want to understand what it might mean.


Today's guest is Sam Gordon, founder of Australian Property Scout.


In today's episode we unpack:

  • What Labor promised at this election
  • How these policies will impact house prices
  • The prospect of more rate cuts
  • How Sam advises clients to navigate these changes


—------


Thank you to Australian Property Scout for sponsoring this episode and helping keep all of our content free.


Learn more about APS by visiting their website or search for their podcasts wherever you're listening to this: Scouting Australia Podcast and The Top 1% Podcast


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> The recent Australian election was a housing election. Both sides had big promises that would've had big impacts on the Australian housing market. Now that Labor has won, we want to understand what it might mean.


Today's guest is Sam Gordon, founder of Australian Property Scout.


In today's episode we unpack:

  • What Labor promised at this election
  • How these policies will impact house prices
  • The prospect of more rate cuts
  • How Sam advises clients to navigate these changes


—------


Thank you to Australian Property Scout for sponsoring this episode and helping keep all of our content free.


Learn more about APS by visiting their website or search for their podcasts wherever you're listening to this: Scouting Australia Podcast and The Top 1% Podcast


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[6 stocks we’re watching, Aussie rate cuts & balancing building wealth and enjoying life]]> Wed, 21 May 2025 19:05:00 GMT 35:26 682d1a19249999325df619d2 false https://shows.acast.com/equity-mates/episodes/equity-mates-22-may-2025 682d1a19249999325df619d2 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-22-may-2025 full 10 One of the best things about hosting this podcast is being exposed to a range of different fund managers and getting to hear their best investment ideas.


In today's episode we unpack 6 of the best ideas we've heard recently.


That's not all we unpack in another big episode of Equity Mates:

  • The RBA has cut rates, what now?
  • Our thoughts on Airbnb's push into services
  • Government debt is in the headlines in the US and in Australia
  • We share our thoughts on balancing building wealth with enjoying life


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> One of the best things about hosting this podcast is being exposed to a range of different fund managers and getting to hear their best investment ideas.


In today's episode we unpack 6 of the best ideas we've heard recently.


That's not all we unpack in another big episode of Equity Mates:

  • The RBA has cut rates, what now?
  • Our thoughts on Airbnb's push into services
  • Government debt is in the headlines in the US and in Australia
  • We share our thoughts on balancing building wealth with enjoying life


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[I was wrong about FIRE, here's what changed - Aussie Firebug]]> Mon, 19 May 2025 19:05:00 GMT 33:36 6824306c68999864d6e574dd false https://shows.acast.com/equity-mates/episodes/aussie-firebug-may-2025 6824306c68999864d6e574dd 8c560a52-84ff-4b06-b819-f4e9bd6e85ef aussie-firebug-may-2025 full 10 Aussie Firebug is one of the biggest names in the Australian FIRE (Financial Independence, Retire Early) community.


In today's episode of the podcast we catch up with Aussie Firebug, aka Matt, and unpack the past 10 years of his FIRE journey and what has changed along the way.


Tune in to hear:

  • Why Matt originally decided to pursue FIRE and his original goals
  • How we managed to save 70% of his after-tax income
  • Why his views on FIRE started to change
  • The investment strategy he pursued to build a $1.5m portfolio
  • How he thinks about FIRE now
  • Advice he would share to anyone starting out on FIRE today


Whatever your view on FIRE, this was a great conversation to hear how one ordinary Australian used investing in stocks and property to achieve financial freedom and give himself choice in his life.


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Aussie Firebug is one of the biggest names in the Australian FIRE (Financial Independence, Retire Early) community.


In today's episode of the podcast we catch up with Aussie Firebug, aka Matt, and unpack the past 10 years of his FIRE journey and what has changed along the way.


Tune in to hear:

  • Why Matt originally decided to pursue FIRE and his original goals
  • How we managed to save 70% of his after-tax income
  • Why his views on FIRE started to change
  • The investment strategy he pursued to build a $1.5m portfolio
  • How he thinks about FIRE now
  • Advice he would share to anyone starting out on FIRE today


Whatever your view on FIRE, this was a great conversation to hear how one ordinary Australian used investing in stocks and property to achieve financial freedom and give himself choice in his life.


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Investing on easy mode, what's driving markets right now & Pimp my Portfolio with Adam Dawes]]> Sun, 18 May 2025 19:05:00 GMT 35:57 68265f60ee813e8be2efae33 false https://shows.acast.com/equity-mates/episodes/equity-mates-19-may-2025 68265f60ee813e8be2efae33 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-19-may-2025 full 10 The past few months has seen us run through the full range of emotions: fear, greed, confusion, panic, elation.


The important thing is while we've felt those emotions, we haven't acted on them. Instead, we've stayed the course and kept to our long-term investing plan. And with markets now up for the year-so-far, that has been a winning strategy.


On today's episode of Equity Mates, we continue our journey - sharing what we're investing in and what we're learning:

  • The US-China trade war de-escalation continues
  • Price wars are brewing here in Australia
  • Xero's latest results and The Rule of 40 for software companies
  • Adam Dawes returns for the latest Pimp my Portfolio
  • We answer a question comparing IVV and IHVV


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> The past few months has seen us run through the full range of emotions: fear, greed, confusion, panic, elation.


The important thing is while we've felt those emotions, we haven't acted on them. Instead, we've stayed the course and kept to our long-term investing plan. And with markets now up for the year-so-far, that has been a winning strategy.


On today's episode of Equity Mates, we continue our journey - sharing what we're investing in and what we're learning:

  • The US-China trade war de-escalation continues
  • Price wars are brewing here in Australia
  • Xero's latest results and The Rule of 40 for software companies
  • Adam Dawes returns for the latest Pimp my Portfolio
  • We answer a question comparing IVV and IHVV


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Is a recession baked in? - Kellie Wood | Schroders Is a recession baked in? - Kellie Wood | Schroders Thu, 15 May 2025 19:05:00 GMT 43:28 68116008f7d552efdc0b6db6 false https://shows.acast.com/equity-mates/episodes/kellie-wood-schroders-may-2025 68116008f7d552efdc0b6db6 8c560a52-84ff-4b06-b819-f4e9bd6e85ef kellie-wood-schroders-may-2025 full 10 "The mother of all financial crises" - It is a big statement. But today's guest thinks that it is a possibility if the US continues down this path.


Today we are joined by Kellie Wood, Head of Fixed Income at Schroders.


Together we unpack:

  • How to navigate the current market uncertainty
  • The range of outcomes from the trade war
  • Positioning portfolios to manage risk


—------


Thank you to Schroders for sponsoring this episode and helping us keep all of our content free.


Find out more about Schroders range of Active ETFs on their website.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> "The mother of all financial crises" - It is a big statement. But today's guest thinks that it is a possibility if the US continues down this path.


Today we are joined by Kellie Wood, Head of Fixed Income at Schroders.


Together we unpack:

  • How to navigate the current market uncertainty
  • The range of outcomes from the trade war
  • Positioning portfolios to manage risk


—------


Thank you to Schroders for sponsoring this episode and helping us keep all of our content free.


Find out more about Schroders range of Active ETFs on their website.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Two baby Berkshires, Bryce’s $500-to-$5k continues & US-China trade update]]> Wed, 14 May 2025 19:05:00 GMT 34:31 6822e57e986466935d03f715 false https://shows.acast.com/equity-mates/episodes/equity-mates-15-may-2025 6822e57e986466935d03f715 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-15-may-2025 full 10 There will only ever be one Warren Buffett. But two companies are looking to copy the Berkshire Hathaway playbook.


In today's episode we run an eye over both companies - Markel Group (NYSE: MKL) and Fairfax Financial Holdings (TSE: FFH) - and consider how they stack up against the original Berkshire.


That's not all we unpack in another big episode of Equity Mates:

  • The latest in the US-China trade war
  • Trump's latest focus on pharmaceuticals
  • Update on Bryce's latest stock pick: TransMedics (NASDAQ: TMDX)
  • A deep dive on Markel Group (NYSE: MKL) and Fairfax Financial Holdings (TSE: FFH)
  • Bryce's latest efforts to turn $500 into $5,000


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> There will only ever be one Warren Buffett. But two companies are looking to copy the Berkshire Hathaway playbook.


In today's episode we run an eye over both companies - Markel Group (NYSE: MKL) and Fairfax Financial Holdings (TSE: FFH) - and consider how they stack up against the original Berkshire.


That's not all we unpack in another big episode of Equity Mates:

  • The latest in the US-China trade war
  • Trump's latest focus on pharmaceuticals
  • Update on Bryce's latest stock pick: TransMedics (NASDAQ: TMDX)
  • A deep dive on Markel Group (NYSE: MKL) and Fairfax Financial Holdings (TSE: FFH)
  • Bryce's latest efforts to turn $500 into $5,000


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Ask an Adviser: The news rules of portfolio construction - Daniel Kelly | Viola Private Wealth Ask an Adviser: The news rules of portfolio construction - Daniel Kelly | Viola Private Wealth Mon, 12 May 2025 19:05:00 GMT 43:43 681aa7c81d28d623132c58f3 false https://shows.acast.com/equity-mates/episodes/daniel-kelly-viola-private-wealth-may-2025 681aa7c81d28d623132c58f3 8c560a52-84ff-4b06-b819-f4e9bd6e85ef daniel-kelly-viola-private-wealth-may-2025 full 10 The 60/40 portfolio has been a bedrock of portfolio construction since Harry Markowitz developed it in the 1950s. Today's guest thinks we need to update our thinking. Daniel Kelly is the Chief Investment Officer of Viola Private Wealth.


In today's episode we discuss:

  • Navigating this volatile moment in markets
  • Capitalising on market downturns
  • Updated rules of portfolio construction
  • Manager selection and red flags
  • Trends in new funds coming to market


Read Daniel's recent paper on Alts here


Interested in speaking to the team at Viola Private Wealth or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with one of our advisers.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Want more Equity Mates? However you want to learn about investing - we’ve got you covered.


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> The 60/40 portfolio has been a bedrock of portfolio construction since Harry Markowitz developed it in the 1950s. Today's guest thinks we need to update our thinking. Daniel Kelly is the Chief Investment Officer of Viola Private Wealth.


In today's episode we discuss:

  • Navigating this volatile moment in markets
  • Capitalising on market downturns
  • Updated rules of portfolio construction
  • Manager selection and red flags
  • Trends in new funds coming to market


Read Daniel's recent paper on Alts here


Interested in speaking to the team at Viola Private Wealth or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with one of our advisers.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Want more Equity Mates? However you want to learn about investing - we’ve got you covered.


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[AI is eating search, Buffett bets on pizza & property hits all-time highs]]> Sun, 11 May 2025 19:05:00 GMT 33:21 681d222a24b1daf01a8a5dc2 false https://shows.acast.com/equity-mates/episodes/equity-mates-12-may-2025 681d222a24b1daf01a8a5dc2 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-12-may-2025 full 10 One of the biggest questions around AI: will it disrupt Google's dominant search business?


Two data points this week - one from Reddit's earnings call and a second from Federal Court - suggest that it may be.


As two Alphabet shareholders, we unpack the news in another jam-packed episode of Equity Mates. We also discuss:

  • Warren Buffett's 3 latest stock picks
  • All the trade war news
  • Australian property prices


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> One of the biggest questions around AI: will it disrupt Google's dominant search business?


Two data points this week - one from Reddit's earnings call and a second from Federal Court - suggest that it may be.


As two Alphabet shareholders, we unpack the news in another jam-packed episode of Equity Mates. We also discuss:

  • Warren Buffett's 3 latest stock picks
  • All the trade war news
  • Australian property prices


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


We’re particularly excited to share our latest show: Basis Points


—------


Looking for some of our favourite research tools?


—------


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.

]]> US market to hit all-time highs in 2026 - Tony Crescenzi | PIMCO US market to hit all-time highs in 2026 - Tony Crescenzi | PIMCO Thu, 08 May 2025 19:05:00 GMT 40:44 68114e80cea66829861f0d17 false https://shows.acast.com/equity-mates/episodes/tony-crescenzi-pimco 68114e80cea66829861f0d17 8c560a52-84ff-4b06-b819-f4e9bd6e85ef tony-crescenzi-pimco full 10 Tony Crescenzi is an Executive Vice President at PIMCO, a multi-trillion dollar fixed income investor.


Joining us from New York, Tony shares with us:

  • How Tony sees tariffs impacting markets
  • How, despite the worries, he believes the US market will hit all-time highs next year
  • Why we need to pay attention to the world's changing monetary order
  • Where PIMCO sees opportunity in today's market
  • How retail investors can access fixed income opportunities


—------


Thank you to PIMCO for sponsoring this episode and helping us keep all of our content free.


PIMCO have launched a range of new Cboe-listed ETFs in Australia:

  • Global Bond Active ETF (PGBF),
  • Australian Bond Active ETF (PAUS),
  • Diversified Fixed Interest Active ETF (PDFI),
  • Global Credit Active ETF (PCRD)


Learn more on the PIMCO website.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Tony Crescenzi is an Executive Vice President at PIMCO, a multi-trillion dollar fixed income investor.


Joining us from New York, Tony shares with us:

  • How Tony sees tariffs impacting markets
  • How, despite the worries, he believes the US market will hit all-time highs next year
  • Why we need to pay attention to the world's changing monetary order
  • Where PIMCO sees opportunity in today's market
  • How retail investors can access fixed income opportunities


—------


Thank you to PIMCO for sponsoring this episode and helping us keep all of our content free.


PIMCO have launched a range of new Cboe-listed ETFs in Australia:

  • Global Bond Active ETF (PGBF),
  • Australian Bond Active ETF (PAUS),
  • Diversified Fixed Interest Active ETF (PDFI),
  • Global Credit Active ETF (PCRD)


Learn more on the PIMCO website.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Our biggest Buffett lessons, Reddit's round trip & investing tools that make it easy]]> Wed, 07 May 2025 19:05:00 GMT 38:41 681a923beb146d8e3547e44f false https://shows.acast.com/equity-mates/episodes/equity-mates-8-may-2025 681a923beb146d8e3547e44f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-8-may-2025 full 10 The US stock market had its longest winning streak since 2004. That was not a sentence we expected to write after the past month in markets.


The S&P 500 went higher 9 days in a row. Something it hadn't done for 21 years. Here's hoping you stuck to your long-term investing plan and didn't try and time the market on Trump's tariffs 'will they-won't they',


We unpack what it all means and where it could go from here on another big episode of Equity Mates:

  • Earnings season continues in the US and Big Tech is killing it
  • Apple and Amazon are the latest Big Tech companies to beat Wall Street expectations
  • Tesla's sales numbers crash in Australia
  • Reddit's earnings call round trip
  • Warren Buffett has announced his retirement
  • Our biggest lessons from the greatest investor of all time
  • We share our favourite investing tools and resources


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


And if you're a financial professional, make sure you're subscribed to the Basis Points email.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> The US stock market had its longest winning streak since 2004. That was not a sentence we expected to write after the past month in markets.


The S&P 500 went higher 9 days in a row. Something it hadn't done for 21 years. Here's hoping you stuck to your long-term investing plan and didn't try and time the market on Trump's tariffs 'will they-won't they',


We unpack what it all means and where it could go from here on another big episode of Equity Mates:

  • Earnings season continues in the US and Big Tech is killing it
  • Apple and Amazon are the latest Big Tech companies to beat Wall Street expectations
  • Tesla's sales numbers crash in Australia
  • Reddit's earnings call round trip
  • Warren Buffett has announced his retirement
  • Our biggest lessons from the greatest investor of all time
  • We share our favourite investing tools and resources


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


And if you're a financial professional, make sure you're subscribed to the Basis Points email.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Buy or Sell: William Mumford - Resmed, Commonwealth Bank, BHP & more]]> Mon, 05 May 2025 19:05:00 GMT 28:31 6812d150f7d552efdc6ca8b3 false https://shows.acast.com/equity-mates/episodes/buy-or-sell-will-mumford 6812d150f7d552efdc6ca8b3 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-or-sell-will-mumford full 10 For today's episode of Buy or Sell, Adam Keily is joined by William Mumford, Deputy Portfolio Manager at Auscap Asset Management.


Here are some of the names Adam and Will cover in today's episode:

  • Resmed
  • CSL
  • Nick Scali
  • CAR group
  • Seek
  • Reliance Worldwide
  • BHP
  • Rio Tinto
  • Commonwealth Bank
  • HomeCo Daily Needs REIT


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 Trump's tariffs on Liberation Day, the latest jobs data, what falling liquor sales can tell us about the economy and the collapse in the market for second-hand Teslas.


—------


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?


—------


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.

]]> For today's episode of Buy or Sell, Adam Keily is joined by William Mumford, Deputy Portfolio Manager at Auscap Asset Management.


Here are some of the names Adam and Will cover in today's episode:

  • Resmed
  • CSL
  • Nick Scali
  • CAR group
  • Seek
  • Reliance Worldwide
  • BHP
  • Rio Tinto
  • Commonwealth Bank
  • HomeCo Daily Needs REIT


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 Trump's tariffs on Liberation Day, the latest jobs data, what falling liquor sales can tell us about the economy and the collapse in the market for second-hand Teslas.


—------


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?


—------


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.

]]> <![CDATA[Meta and Microsoft surprise, Aussie rate cuts "locked in" & Pimp my Portfolio ]]> Sun, 04 May 2025 19:05:00 GMT 33:54 6813fd9acea6682986cd6a2b false https://shows.acast.com/equity-mates/episodes/equity-mates-5-may-2025 6813fd9acea6682986cd6a2b 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-5-may-2025 full 10 The Reserve Bank of Australia next meets on 20 May, but one major Australian bank already believes an interest rate cut is "locked in".


Tune in to today's episode to find out which bank and why they think it is so certain.


That's not all we unpack in another big episode of Equity Mates:

  • Earnings season continues in the US and Big Tech is delivering
  • Meta beat analyst estimates but there's one number we think they're fudging
  • The latest news on Australian inflation
  • Matt Ingram returns for the latest edition of Pimp my Portfolio


Want to speak to Matt or another 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 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


And if you're a financial professional, make sure you're subscribed to the Basis Points email.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> The Reserve Bank of Australia next meets on 20 May, but one major Australian bank already believes an interest rate cut is "locked in".


Tune in to today's episode to find out which bank and why they think it is so certain.


That's not all we unpack in another big episode of Equity Mates:

  • Earnings season continues in the US and Big Tech is delivering
  • Meta beat analyst estimates but there's one number we think they're fudging
  • The latest news on Australian inflation
  • Matt Ingram returns for the latest edition of Pimp my Portfolio


Want to speak to Matt or another 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 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


And if you're a financial professional, make sure you're subscribed to the Basis Points email.


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> How this investor stays focused when markets go wild - Will Granger | Airlie Funds Management How this investor stays focused when markets go wild - Will Granger | Airlie Funds Management Thu, 01 May 2025 19:05:00 GMT 40:08 6800a4792bfb8508d62802ca false https://shows.acast.com/equity-mates/episodes/will-granger-airlie-funds-management-may-2025 6800a4792bfb8508d62802ca 8c560a52-84ff-4b06-b819-f4e9bd6e85ef will-granger-airlie-funds-management-may-2025 full 10 There's opportunity in Aussie smalls. That is the message from today's guest.


Will Granger is the Portfolio Manager of the Airlie Small Companies Fund.


In today's interview we unpack:

  • Will's investment process and how he separates signal from noise
  • What he thinks will matter long-term from this moment
  • Why he's loving the opportunity set in Aussie small caps at the moment
  • Two stocks that he owns in the fund: GenTrack and Nick Scali 


—------


Thank you to Airlie Funds Management for sponsoring this episode and helping us keep all of our content free.


If you would like to find out more about Will's Small Companies Fund, check out their website.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> There's opportunity in Aussie smalls. That is the message from today's guest.


Will Granger is the Portfolio Manager of the Airlie Small Companies Fund.


In today's interview we unpack:

  • Will's investment process and how he separates signal from noise
  • What he thinks will matter long-term from this moment
  • Why he's loving the opportunity set in Aussie small caps at the moment
  • Two stocks that he owns in the fund: GenTrack and Nick Scali 


—------


Thank you to Airlie Funds Management for sponsoring this episode and helping us keep all of our content free.


If you would like to find out more about Will's Small Companies Fund, check out their website.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[So much for that “bloodbath”, Bryce’s latest stock pick & the Unhelpful Desk]]> Wed, 30 Apr 2025 19:05:00 GMT 38:21 68113dc553ed555148a2a153 false https://shows.acast.com/equity-mates/episodes/equity-mates-investing-1-may-2025 68113dc553ed555148a2a153 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-investing-1-may-2025 full 10 It is almost one month to the day that President Trump stood in the Rose Garden of the White House and announced his tariffs. The market fell, the media called it a "bloodbath" and investors panicked.


One month on, and things don't look too bad. The Aussie stock market is actually up.


We unpack what we've learned in another big episode of Equity Mates .

  • A look around the world at how stock markets have performed
  • Alphabet's first quarter results shot the lights out
  • We debate YouTube v Netflix
  • Bryce discusses a new addition to his portfolio: TransMedics Group
  • We introduce a new segment: the Unhelpful Desk


Want to speak to Matt or another 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 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> It is almost one month to the day that President Trump stood in the Rose Garden of the White House and announced his tariffs. The market fell, the media called it a "bloodbath" and investors panicked.


One month on, and things don't look too bad. The Aussie stock market is actually up.


We unpack what we've learned in another big episode of Equity Mates .

  • A look around the world at how stock markets have performed
  • Alphabet's first quarter results shot the lights out
  • We debate YouTube v Netflix
  • Bryce discusses a new addition to his portfolio: TransMedics Group
  • We introduce a new segment: the Unhelpful Desk


Want to speak to Matt or another 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 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Ask An Adviser: Retirement tax strategies everyone should know - Dylan Pargiter-Green Ask An Adviser: Retirement tax strategies everyone should know - Dylan Pargiter-Green Mon, 28 Apr 2025 19:05:00 GMT 34:40 67f4d44ddb840c37b0a94bb8 false https://shows.acast.com/equity-mates/episodes/dylan-pargiter-green-retirement-tax-strategies 67f4d44ddb840c37b0a94bb8 8c560a52-84ff-4b06-b819-f4e9bd6e85ef dylan-pargiter-green-retirement-tax-strategies full 10 The more you understand about the Australian financial system, the more you realise there are plenty of ways that those with means find ways to minimise tax. Today, we're sharing two tax minimisation strategies that the wealthy use to boost their retirement savings.


To take us through them we're joined by Dylan Pargiter-Green, financial adviser and Director at Bold Wealth.


Even if you're far away from retirement, they're good to know. (And maybe something to share with your parents!)


Want more?

  • Read the Mr Equity retirement case study that Dylan prepared here
  • Want to speak to Dylan or another 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 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> The more you understand about the Australian financial system, the more you realise there are plenty of ways that those with means find ways to minimise tax. Today, we're sharing two tax minimisation strategies that the wealthy use to boost their retirement savings.


To take us through them we're joined by Dylan Pargiter-Green, financial adviser and Director at Bold Wealth.


Even if you're far away from retirement, they're good to know. (And maybe something to share with your parents!)


Want more?

  • Read the Mr Equity retirement case study that Dylan prepared here
  • Want to speak to Dylan or another 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 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Tesla's crash, dumbest money advice & Pimp my Portfolio with Matt Ingram]]> Sun, 27 Apr 2025 19:05:00 GMT 35:01 6809ca8080a1a34ac5e5d338 false https://shows.acast.com/equity-mates/episodes/equity-mates-28-april-2025 6809ca8080a1a34ac5e5d338 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-28-april-2025 full 10 Tesla's first quarter earnings report was a car crash: vehicle deliveries down 13%, revenue down 9% and profit down 71%. Ouch!


Yet, despite those numbers, the stock was up 5%. What is going on here?


We unpack it all in another big episode of Equity Mates.

  • Why US stocks, bonds and currency are all falling
  • The debate around Australian nuclear energy continues
  • We review some of the worst business advice on TikTok
  • Pimp my Portfolio returns with Matt Ingram from Northhaven


Want to speak to Matt or another 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 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Tesla's first quarter earnings report was a car crash: vehicle deliveries down 13%, revenue down 9% and profit down 71%. Ouch!


Yet, despite those numbers, the stock was up 5%. What is going on here?


We unpack it all in another big episode of Equity Mates.

  • Why US stocks, bonds and currency are all falling
  • The debate around Australian nuclear energy continues
  • We review some of the worst business advice on TikTok
  • Pimp my Portfolio returns with Matt Ingram from Northhaven


Want to speak to Matt or another 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 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Jim Chalmers & Angus Taylor on Australia's economic future | Election 2025]]> Thu, 24 Apr 2025 19:05:00 GMT 50:17 6809a029332ab2153e943444 false https://shows.acast.com/equity-mates/episodes/election-2025-treasurers-jim-chalmers-angus-taylor 6809a029332ab2153e943444 8c560a52-84ff-4b06-b819-f4e9bd6e85ef election-2025-treasurers-jim-chalmers-angus-taylor full 10 What does Australia's long-term economic future look like?


Before Australians head to the polls on 3 May, we sat down with the two men vying to shape the future of Australia's economy: Treasurer Jim Chalmers and Shadow Treasurer Angus Taylor.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> What does Australia's long-term economic future look like?


Before Australians head to the polls on 3 May, we sat down with the two men vying to shape the future of Australia's economy: Treasurer Jim Chalmers and Shadow Treasurer Angus Taylor.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Clare O'Neil & Michael Sukkar on Australia's housing crisis | Election 2025 ]]> Thu, 24 Apr 2025 19:05:00 GMT 1:12:43 6809a4b93744a61721d572a9 false https://shows.acast.com/equity-mates/episodes/election-2025-housing-michael-sukkar-clare-oneil 6809a4b93744a61721d572a9 8c560a52-84ff-4b06-b819-f4e9bd6e85ef election-2025-housing-michael-sukkar-clare-oneil full 10 The Australian federal election is fast approaching. One of the biggest focus areas for both sides of politics has been housing.


With the cost of housing getting further out of reach, we sat down with the Housing Minister Clare O'Neil and the Shadow Housing Minster Michael Sukkar to understand how they are approaching the issue.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> The Australian federal election is fast approaching. One of the biggest focus areas for both sides of politics has been housing.


With the cost of housing getting further out of reach, we sat down with the Housing Minister Clare O'Neil and the Shadow Housing Minster Michael Sukkar to understand how they are approaching the issue.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Meta's big breakup, the market doesn't wait & Pimp my Portfolio with Matt Ingram]]> Wed, 23 Apr 2025 19:05:00 GMT 31:25 68006c985d1edf45d2280d16 false https://shows.acast.com/equity-mates/episodes/equity-mates-24-april-2025 68006c985d1edf45d2280d16 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-24-april-2025 full 10 “Bad news is an investor’s best friend. It lets you buy a slice of America’s future at a marked-down price” - Warren Buffett


When is the right time to buy the dip? That is one of the most common questions we've been getting over the past few weeks.


To answer it, we dug into some stock market history to understand what lessons we can learn. Our big takeaway? The stock market doesn't wait. We explain what we mean in today's episode.


That's not all we cover in another big episode of Equity Mates:

  • How the Magnificent 7 was underperforming the S&P 500 (even before this recent sell-off)
  • The latest on Meta's antitrust trial
  • The history of companies being broken up in antitrust trials (and why shareholders actually benefit)
  • Pimp my Portfolio returns with a new expert, Matt Ingram from Northhaven Financial Management


Interested in speaking to Matt or being matched with another 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 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> “Bad news is an investor’s best friend. It lets you buy a slice of America’s future at a marked-down price” - Warren Buffett


When is the right time to buy the dip? That is one of the most common questions we've been getting over the past few weeks.


To answer it, we dug into some stock market history to understand what lessons we can learn. Our big takeaway? The stock market doesn't wait. We explain what we mean in today's episode.


That's not all we cover in another big episode of Equity Mates:

  • How the Magnificent 7 was underperforming the S&P 500 (even before this recent sell-off)
  • The latest on Meta's antitrust trial
  • The history of companies being broken up in antitrust trials (and why shareholders actually benefit)
  • Pimp my Portfolio returns with a new expert, Matt Ingram from Northhaven Financial Management


Interested in speaking to Matt or being matched with another 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 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> A playbook to profit in 2025 - Ben Richards | Seneca Financial Solutions A playbook to profit in 2025 - Ben Richards | Seneca Financial Solutions Mon, 21 Apr 2025 19:05:00 GMT 34:26 67f854c1bb8fcfee75fb2617 false https://shows.acast.com/equity-mates/episodes/ben-richards-seneca-financial 67f854c1bb8fcfee75fb2617 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ben-richards-seneca-financial full 10 Ben Richards is the co-Portfolio Manager of Seneca Small Companies fund.


In today's episode we pick his brains on the recent market turmoil and where he's seeing opportunities. We cover:

  • Which parts of the market have been impacted the most by Trump's tariffs
  • Where he is seeing opportunity in the sell-off
  • Ben's list of 'under-the-radar growth plays'
  • How any investor can assess management
  • A playbook for investors to navigate this market


Want more from Ben and the team at Seneca? Sign up to Good Research to receive two in-depth research reports on Australian stocks. Use the code MATES for 10% off.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Ben Richards is the co-Portfolio Manager of Seneca Small Companies fund.


In today's episode we pick his brains on the recent market turmoil and where he's seeing opportunities. We cover:

  • Which parts of the market have been impacted the most by Trump's tariffs
  • Where he is seeing opportunity in the sell-off
  • Ben's list of 'under-the-radar growth plays'
  • How any investor can assess management
  • A playbook for investors to navigate this market


Want more from Ben and the team at Seneca? Sign up to Good Research to receive two in-depth research reports on Australian stocks. Use the code MATES for 10% off.


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[China targets Boeing, Bryce's $500-to-$5k mistake & top stock from 10 investor letters]]> Sun, 20 Apr 2025 19:05:00 GMT 29:40 680069c62bfb8508d61bed76 false https://shows.acast.com/equity-mates/episodes/equity-mates-21-april-2025 680069c62bfb8508d61bed76 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-21-april-2025 full 10 "I’ve found that when the market’s going down and you buy funds wisely, at some point in the future you will be happy." - Peter Lynch


The initial panic of Trump's liberation day tariffs have morphed into a slow, gradual slide as companies try to understand what they'll be paying to move products through their supply chains and investors try and work out what that will mean for stock prices.


Throughout it all, we're reminded that, in hindsight, these are the moments we wished we'd bought more.


In today's episode we cover:

  • The news of the day and the latest on tariffs
  • Zip's incredible rebound continues
  • News from Australia's major miners: BHP and Rio Tinto
  • What we've learned from the latest batch of investor letters
  • Bryce's $500-to-$5,000 challenge continues


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> "I’ve found that when the market’s going down and you buy funds wisely, at some point in the future you will be happy." - Peter Lynch


The initial panic of Trump's liberation day tariffs have morphed into a slow, gradual slide as companies try to understand what they'll be paying to move products through their supply chains and investors try and work out what that will mean for stock prices.


Throughout it all, we're reminded that, in hindsight, these are the moments we wished we'd bought more.


In today's episode we cover:

  • The news of the day and the latest on tariffs
  • Zip's incredible rebound continues
  • News from Australia's major miners: BHP and Rio Tinto
  • What we've learned from the latest batch of investor letters
  • Bryce's $500-to-$5,000 challenge continues


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> Hunting for 10-baggers - James Abela | Fidelity Hunting for 10-baggers - James Abela | Fidelity Thu, 17 Apr 2025 19:05:00 GMT 34:36 67ec506c952471313268cb26 false https://shows.acast.com/equity-mates/episodes/fidelity-james-abela-april-2025 67ec506c952471313268cb26 8c560a52-84ff-4b06-b819-f4e9bd6e85ef fidelity-james-abela-april-2025 full 10 Hunting for 10-baggers. For many investors, that's what it is all about. Searching for those high-quality compounding companies that can turn each $1 invested into $10.


Our guest today has made a career of this pursuit. James Abela, portfolio manager at Fidelity, has a particular focus on small-and-mid cap companies and runs the Fidelity Global Future Leaders Active ETF (ASX: FCAP).


In our conversation today, we speak to James about:

  • How small caps have held up in the current market environment
  • James' 3-part framework for assessing the quality of companies
  • How small caps move in phases, and where he likes to invest
  • The things that James worries about in a portfolio
  • Two stocks that James finds particularly interesting right now


—------


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.


—------


This episode has been sponsored by Fidelity. Thank you to Fidelity for helping keep all of our content free.


The Fidelity Global Future Leaders Active ETF harnesses Fidelity’s global network of 400+ investment experts, by focussing on finding global small to mid-caps companies with the potential for high growth. Invest in a diversified portfolio of Fidelity’s best ideas, designed to outperform the market, and deliver more consistent returns through market cycles. 

 

Find out more about the Fidelity Global Future Leaders Active ETF


Issued by FIL Responsible Entity (Australia) Limited AFSL No 409340 (‘Fidelity Australia’). This has been prepared without taking into account your objectives, financial situation or needs. You should seek independent advice before acting on the information. Consider the PDS and TMD for the Fund at fidelity.com.au. The issuer of Fidelity’s managed investment schemes is FIL Responsible Entity (Australia) Limited ABN 33 148 059 009. © 2024 FIL Responsible Entity (Australia) Limited. Fidelity, Fidelity International, the Fidelity International logo and F symbol are trademarks of FIL Limited.


—------


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.

]]> Hunting for 10-baggers. For many investors, that's what it is all about. Searching for those high-quality compounding companies that can turn each $1 invested into $10.


Our guest today has made a career of this pursuit. James Abela, portfolio manager at Fidelity, has a particular focus on small-and-mid cap companies and runs the Fidelity Global Future Leaders Active ETF (ASX: FCAP).


In our conversation today, we speak to James about:

  • How small caps have held up in the current market environment
  • James' 3-part framework for assessing the quality of companies
  • How small caps move in phases, and where he likes to invest
  • The things that James worries about in a portfolio
  • Two stocks that James finds particularly interesting right now


—------


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.


—------


This episode has been sponsored by Fidelity. Thank you to Fidelity for helping keep all of our content free.


The Fidelity Global Future Leaders Active ETF harnesses Fidelity’s global network of 400+ investment experts, by focussing on finding global small to mid-caps companies with the potential for high growth. Invest in a diversified portfolio of Fidelity’s best ideas, designed to outperform the market, and deliver more consistent returns through market cycles. 

 

Find out more about the Fidelity Global Future Leaders Active ETF


Issued by FIL Responsible Entity (Australia) Limited AFSL No 409340 (‘Fidelity Australia’). This has been prepared without taking into account your objectives, financial situation or needs. You should seek independent advice before acting on the information. Consider the PDS and TMD for the Fund at fidelity.com.au. The issuer of Fidelity’s managed investment schemes is FIL Responsible Entity (Australia) Limited ABN 33 148 059 009. © 2024 FIL Responsible Entity (Australia) Limited. Fidelity, Fidelity International, the Fidelity International logo and F symbol are trademarks of FIL Limited.


—------


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.

]]> <![CDATA[Housing pump election, the trade war goes to TikTok & the next ResMed?]]> Wed, 16 Apr 2025 19:05:00 GMT 31:17 67fe0722419d9143f436b8a8 false https://shows.acast.com/equity-mates/episodes/equity-mates-17-april-2025 67fe0722419d9143f436b8a8 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-17-april-2025 full 10 "Down cycles are not fun. But they form the basis for enormous future profitability” - Steve Schwarzman


After a couple of wild weeks in markets, this week has been a little calmer. The Trump administration has turned its focus to other priorities as the world holds its breathe during the 90-day tariff pause. That is, aside from China, who are pulling out all stops to get the upper hand in this trade war.


In today's episode we unpack:

  • How China is using TikTok as a tool in the trade war
  • Meta gets its day in court in its antitrust case
  • Our views on the latest housing policies by both sides of politics
  • Some of the stocks that are falling into our watch list


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> "Down cycles are not fun. But they form the basis for enormous future profitability” - Steve Schwarzman


After a couple of wild weeks in markets, this week has been a little calmer. The Trump administration has turned its focus to other priorities as the world holds its breathe during the 90-day tariff pause. That is, aside from China, who are pulling out all stops to get the upper hand in this trade war.


In today's episode we unpack:

  • How China is using TikTok as a tool in the trade war
  • Meta gets its day in court in its antitrust case
  • Our views on the latest housing policies by both sides of politics
  • Some of the stocks that are falling into our watch list


—------


Want to get involved in the podcast? Record a voice note or send us a message 


—------


Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


—------


Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


—------


Looking for some of our favourite research tools?


—------


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.

]]> <![CDATA[Buy or Sell: Nick Guidera - DroneShield, Temple & Webster, Nuix & more ]]> Mon, 14 Apr 2025 19:05:00 GMT 38:27 67fc159a10b3098e4af9c25c false https://shows.acast.com/equity-mates/episodes/buy-or-sell-nick-guidera 67fc159a10b3098e4af9c25c 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-or-sell-nick-guidera full 10 For today's episode of Buy or Sell, Adam Keily is joined by Nick Guidera, Portfolio Manager at Eley Griffiths Group.


Here are some of the names Adam and Nick cover in today's episode:

  • Temple & Webster (TPW)
  • Mesoblast (MSB)
  • Australian Finance Group (AFG)
  • Iperionx (IPX)
  • Genesis Minerals (GMD)
  • DroneShield (DRO)
  • Auckland International Airport (AIA)
  • Nuix (NXL)
  • Generational Development Group (GDG)
  • Macquarie Technology Group (MAQ)


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 Trump's tariffs on Liberation Day, the latest jobs data, what falling liquor sales can tell us about the economy and the collapse in the market for second-hand Teslas.


—------


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?


—------


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.

]]> For today's episode of Buy or Sell, Adam Keily is joined by Nick Guidera, Portfolio Manager at Eley Griffiths Group.


Here are some of the names Adam and Nick cover in today's episode:

  • Temple & Webster (TPW)
  • Mesoblast (MSB)
  • Australian Finance Group (AFG)
  • Iperionx (IPX)
  • Genesis Minerals (GMD)
  • DroneShield (DRO)
  • Auckland International Airport (AIA)
  • Nuix (NXL)
  • Generational Development Group (GDG)
  • Macquarie Technology Group (MAQ)


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 Trump's tariffs on Liberation Day, the latest jobs data, what falling liquor sales can tell us about the economy and the collapse in the market for second-hand Teslas.


—------


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?


—------


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.

]]> <![CDATA[Nasdaq's best day ever, how we're investing now & Mr Beat-Up: "I'm spoiled for choice"]]> Sun, 13 Apr 2025 19:05:00 GMT 32:50 67f845bb97de3c2d38358659 false https://shows.acast.com/equity-mates/episodes/equity-mates-14-april-2025 67f845bb97de3c2d38358659 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-14-april-2025 full 10 “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?


—------


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.

]]> “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?


—------


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.

]]> Office Pain, Industrial Gain: Opportunities in Commercial Property - Jason Huljich | Centuria Office Pain, Industrial Gain: Opportunities in Commercial Property - Jason Huljich | Centuria Thu, 10 Apr 2025 19:05:00 GMT 40:02 67eef628d4b40d7b305eac21 false https://shows.acast.com/equity-mates/episodes/jason-huljich-centuria 67eef628d4b40d7b305eac21 8c560a52-84ff-4b06-b819-f4e9bd6e85ef jason-huljich-centuria full 10 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Don’t Panic: Here’s what’s happening, why you should stay invested & what we’re buying]]> Wed, 09 Apr 2025 19:05:00 GMT 31:20 67f4af7147643545ed9fbf20 false https://shows.acast.com/equity-mates/episodes/equity-mates-10-april-2025 67f4af7147643545ed9fbf20 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-10-april-2025 full 10 "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?


—------


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.

]]> "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?


—------


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.

]]> Ask an Adviser: This could save your life (insurance) - Phil Thompson Ask an Adviser: This could save your life (insurance) - Phil Thompson Mon, 07 Apr 2025 19:05:00 GMT 37:48 67e34e0c80a45e4f04ce6676 false https://shows.acast.com/equity-mates/episodes/phil-thompson-skye-april-2025 67e34e0c80a45e4f04ce6676 8c560a52-84ff-4b06-b819-f4e9bd6e85ef phil-thompson-skye-april-2025 full 10 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Trump tariff tsunami, 7 new stocks on our watchlist & how to play the defence boom]]> Sun, 06 Apr 2025 19:05:00 GMT 33:43 67eee58ada5ebf876452979a false https://shows.acast.com/equity-mates/episodes/equity-mates-7-april-2025 67eee58ada5ebf876452979a 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-7-april-2025 full 10 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?


—------


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.

]]> 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?


—------


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.

]]> 3 more rate cuts in 2025? - Sam Watkins | PIMCO 3 more rate cuts in 2025? - Sam Watkins | PIMCO Thu, 03 Apr 2025 18:05:00 GMT 28:39 67e5cc8d2787df76c78d515f false https://shows.acast.com/equity-mates/episodes/sam-watkins-pimco 67e5cc8d2787df76c78d515f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef sam-watkins-pimco full 10 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[A rough Q1, behind the scenes with Bryce and his adviser & cost-of-living election]]> Wed, 02 Apr 2025 18:05:00 GMT 42:26 67eb5ca4d4b40d7b300f9386 false https://shows.acast.com/equity-mates/episodes/bryce-financial-advice-aussie-cost-of-living-election 67eb5ca4d4b40d7b300f9386 8c560a52-84ff-4b06-b819-f4e9bd6e85ef bryce-financial-advice-aussie-cost-of-living-election full 10 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Expert: Christopher Joye - Navigating inflation, DOGE's impact & RBA's "humiliation"]]> Mon, 31 Mar 2025 18:05:00 GMT 49:04 67e358c7d8e6671ba750a9fd false https://shows.acast.com/equity-mates/episodes/chris-joye-april-2025 67e358c7d8e6671ba750a9fd 8c560a52-84ff-4b06-b819-f4e9bd6e85ef chris-joye-april-2025 full 10 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Don't make this $700,000 mistake, robo-taxis accelerate roll out & Pimp my Portfolio with Adam Dawes]]> Sun, 30 Mar 2025 18:05:00 GMT 31:24 67e5b3fe883ec8176a2c5a25 false https://shows.acast.com/equity-mates/episodes/robotaxi-rollout-pimp-my-portfolio-reinvest-dividends 67e5b3fe883ec8176a2c5a25 8c560a52-84ff-4b06-b819-f4e9bd6e85ef robotaxi-rollout-pimp-my-portfolio-reinvest-dividends full 10 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Basis Points: Up 4x since 2019, where to next for ETFs with Emma Quinn and Oran D'Arcy | Cboe Australia]]> Thu, 27 Mar 2025 18:05:00 GMT 44:45 67d1e76e2649312dd5dd9ade false https://shows.acast.com/equity-mates/episodes/basis-points-launch-cboe 67d1e76e2649312dd5dd9ade 8c560a52-84ff-4b06-b819-f4e9bd6e85ef basis-points-launch-cboe full 10 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?


----------


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 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.


----------


Cboe Australia is the holder of an Australian Markets Licence to operate a financial market in Australia. This information is provided for informational purposes only. It does not take into account the particular investment objectives, financial situation, or needs of any individual or entity. Under no circumstances is it to be used as a basis for, or considered as an offer to, become a participant of or trade on Cboe Australia or undertake any other activity or purchase or sell any security, or as a solicitation or recommendation of the purchase, sale, or offer to purchase or sell any security.

Hosted on Acast. See acast.com/privacy for more information.

]]> 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?


----------


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 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.


----------


Cboe Australia is the holder of an Australian Markets Licence to operate a financial market in Australia. This information is provided for informational purposes only. It does not take into account the particular investment objectives, financial situation, or needs of any individual or entity. Under no circumstances is it to be used as a basis for, or considered as an offer to, become a participant of or trade on Cboe Australia or undertake any other activity or purchase or sell any security, or as a solicitation or recommendation of the purchase, sale, or offer to purchase or sell any security.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Australia’s pre-election Budget, how one Wall Street titan is buying the dip & what to do about stock buybacks]]> Wed, 26 Mar 2025 18:05:00 GMT 27:24 67e319c9d8e6671ba7421e3f false https://shows.acast.com/equity-mates/episodes/australias-budget-tesla-bad-news-david-tepper-portfolio 67e319c9d8e6671ba7421e3f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef australias-budget-tesla-bad-news-david-tepper-portfolio full 10 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?


—------


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.

]]> 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?


—------


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.

]]> Basis Points: Entering the golden age of financial advice with Andrew Hewison | Hewison Private Wealth Basis Points: Entering the golden age of financial advice with Andrew Hewison | Hewison Private Wealth Mon, 24 Mar 2025 18:05:00 GMT 38:55 67ca583e8c2cf351b18302a0 false https://shows.acast.com/equity-mates/episodes/basis-points-andrew-hewison 67ca583e8c2cf351b18302a0 8c560a52-84ff-4b06-b819-f4e9bd6e85ef basis-points-andrew-hewison full 10 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:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


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 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.

]]> 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:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


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 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.

]]> <![CDATA[A good reminder of why we invest, Pimp my Portfolio with Adam Dawes & Katy Perry is going to space]]> Sun, 23 Mar 2025 18:05:00 GMT 26:19 67d37853901b9ce97ffb48a7 false https://shows.acast.com/equity-mates/episodes/equity-mates-24-march-2025 67d37853901b9ce97ffb48a7 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-24-march-2025 full 10 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Basis Points: There's more to life than the Magnificent Seven with Alexander Whight | Milford]]> Thu, 20 Mar 2025 18:05:00 GMT 37:54 67d1e5e1198b6cba391d1422 false https://shows.acast.com/equity-mates/episodes/basis-points-milford 67d1e5e1198b6cba391d1422 8c560a52-84ff-4b06-b819-f4e9bd6e85ef basis-points-milford full 10 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?


----------


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 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.

]]> 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?


----------


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 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.

]]> <![CDATA[Super funds are outgrowing Australia, Pimp my Portfolio with Luke Laretive & the crippling effect of fees]]> Wed, 19 Mar 2025 18:05:00 GMT 27:39 67d365184e9d24f377a05890 false https://shows.acast.com/equity-mates/episodes/equity-mates-20-march-2025 67d365184e9d24f377a05890 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-20-march-2025 full 10 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Basis Points: What you're getting wrong about diversification with Adam Bajcarz | Apt Wealth]]> Mon, 17 Mar 2025 18:05:00 GMT 40:04 67d1e53efa7cec3676cb3eaf false https://shows.acast.com/equity-mates/episodes/basis-points-adam-barcarj-launch 67d1e53efa7cec3676cb3eaf 8c560a52-84ff-4b06-b819-f4e9bd6e85ef basis-points-adam-barcarj-launch full 10 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:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


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 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.

]]> 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:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


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 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.

]]> <![CDATA[ASX plunges 9%, three stocks with Mr. Beat-Up & should I buy crypto ETFs?]]> Sun, 16 Mar 2025 18:05:00 GMT 33:27 67d34a36901b9ce97ff0815b false https://shows.acast.com/equity-mates/episodes/equity-mates-17-march-2025 67d34a36901b9ce97ff0815b 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-17-march-2025 full 10 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Basis Points: We're entering a stock pickers market with Eric Marais | Orbis Investments]]> Thu, 13 Mar 2025 19:39:30 GMT 50:26 67d1e6d3288f047939295b49 false https://shows.acast.com/equity-mates/episodes/basis-points-ep02-orbis-launch 67d1e6d3288f047939295b49 8c560a52-84ff-4b06-b819-f4e9bd6e85ef basis-points-ep02-orbis-launch full 10 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?


----------


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 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.

]]> 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?


----------


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 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.

]]> <![CDATA[What we’re buying as US stocks fall, Bryce delivered 21% in a month & is VDAL a better version of DHHF?]]> Wed, 12 Mar 2025 18:05:00 GMT 30:28 67d0c4bfc6a6a96730b5f368 false https://shows.acast.com/equity-mates/episodes/equity-mates-us-stocks-fall-500-to-5k 67d0c4bfc6a6a96730b5f368 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-us-stocks-fall-500-to-5k full 10 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Introducing: Basis Points - Don't blow up your clients money with Charlie Viola | Viola Private Wealth]]> Mon, 10 Mar 2025 18:05:00 GMT 51:46 67ca576422c74795c3295c85 false https://shows.acast.com/equity-mates/episodes/basis-points-ep01-charlie-viola 67ca576422c74795c3295c85 8c560a52-84ff-4b06-b819-f4e9bd6e85ef basis-points-ep01-charlie-viola full 10 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:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


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 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.

]]> 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:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


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 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.

]]> <![CDATA[10 stocks that have us excited, Pimp my Portfolio with Adam Dawes & Aussie economy turnaround ]]> Sun, 09 Mar 2025 18:05:00 GMT 34:48 67ca363a22c74795c322bb28 false https://shows.acast.com/equity-mates/episodes/em-chat-1003-with-pmp-wadam-dawes 67ca363a22c74795c322bb28 8c560a52-84ff-4b06-b819-f4e9bd6e85ef em-chat-1003-with-pmp-wadam-dawes full 10 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.

Hosted on Acast. See acast.com/privacy for more information.

]]> 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.

Hosted on Acast. See acast.com/privacy for more information.

]]> Volatility is back, so are the opportunities - Seb Mullins | Schroders Volatility is back, so are the opportunities - Seb Mullins | Schroders Thu, 06 Mar 2025 18:00:00 GMT 39:52 67b7ad62b6cab9efc4c9070d false https://shows.acast.com/equity-mates/episodes/schroders-seb-mullins 67b7ad62b6cab9efc4c9070d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef schroders-seb-mullins full 10 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[European stocks are ripping, the portfolio of England's Warren Buffett & Australian house price update]]> Wed, 05 Mar 2025 18:00:00 GMT 32:04 67c7765f3384591a3868a050 false https://shows.acast.com/equity-mates/episodes/european-stocks-aussie-houses-and-fundsmith-portfolio 67c7765f3384591a3868a050 8c560a52-84ff-4b06-b819-f4e9bd6e85ef european-stocks-aussie-houses-and-fundsmith-portfolio full 10 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?


—------


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.

]]> 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?


—------


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.

]]> Buy or Sell: Ben Richards - WiseTech, Guzman y Gomez, Catapult, Antipa Minerals and more Buy or Sell: Ben Richards - WiseTech, Guzman y Gomez, Catapult, Antipa Minerals and more Mon, 03 Mar 2025 18:00:00 GMT 29:42 67c3e61355c66cd8c7e9fdd9 false https://shows.acast.com/equity-mates/episodes/buy-or-sell-ben-richards-wisetech-guzman-y-gomez-catapult-an 67c3e61355c66cd8c7e9fdd9 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-or-sell-ben-richards-wisetech-guzman-y-gomez-catapult-an full 10 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Big Tech correction, Politician's portfolios revealed & what happened to ESG investing?]]> Sun, 02 Mar 2025 18:00:00 GMT 26:46 67c011983beb1d1463da78bc false https://shows.acast.com/equity-mates/episodes/equitymates-3-march-2025 67c011983beb1d1463da78bc 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equitymates-3-march-2025 full 10 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?


—------


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.

]]> 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?


—------


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.

]]> How to know when a property boom is ending - Sam Gordon | Australian Property Scout How to know when a property boom is ending - Sam Gordon | Australian Property Scout Thu, 27 Feb 2025 18:00:00 GMT 49:49 67bffaf73beb1d1463d6220c false https://shows.acast.com/equity-mates/episodes/sam-gordon-australian-property-scout-february-2025 67bffaf73beb1d1463d6220c 8c560a52-84ff-4b06-b819-f4e9bd6e85ef sam-gordon-australian-property-scout-february-2025 full 10 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[6 lessons from Buffett's annual letter, Pimp my Portfolio & Australia's quantum computing breakthrough]]> Wed, 26 Feb 2025 18:00:00 GMT 36:43 67be2b85408c42b28aa6e48e false https://shows.acast.com/equity-mates/episodes/equitymates-27-february-2025 67be2b85408c42b28aa6e48e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equitymates-27-february-2025 full 10 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Ask an Adviser: Stocks v Property - It's not which, but when | Chris Bates ]]> Mon, 24 Feb 2025 18:00:00 GMT 39:27 67bbc445b628e470d3d0d2bb false https://shows.acast.com/equity-mates/episodes/expert-chris-bates-mortgage-broker 67bbc445b628e470d3d0d2bb 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-chris-bates-mortgage-broker full 10 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Bad news for banks & miners, where did all the dividends go & stocks with freebies]]> Sun, 23 Feb 2025 18:00:00 GMT 32:44 67b79aa3b3ef9b9a01469346 false https://shows.acast.com/equity-mates/episodes/banks-and-miners-reporting-season-stocks-with-freebies 67b79aa3b3ef9b9a01469346 8c560a52-84ff-4b06-b819-f4e9bd6e85ef banks-and-miners-reporting-season-stocks-with-freebies full 10 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Aussie real estate, Private credit & the contradiction in Australian housing - Mark Fischer | Qualitas ]]> Thu, 20 Feb 2025 18:00:00 GMT 31:54 67b56cdd5033e3e15adbfba1 false https://shows.acast.com/equity-mates/episodes/qualitas-asxqri-mark-fischer 67b56cdd5033e3e15adbfba1 8c560a52-84ff-4b06-b819-f4e9bd6e85ef qualitas-asxqri-mark-fischer full 10 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 without taking into account your objectives, financial situation or needs. The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) is the Responsible Entity and issuer of units in the Qualitas Real Estate Income Fund. Prior to making a decision about whether to acquire, hold or dispose of units in the Fund you should consider the Product Disclosure Statement (PDS) and target market determination (TMD) for the Fund to see if its right for you. The Fund’s PDS and TMD is available at www.qualitas.com.au/qri.

Hosted on Acast. See acast.com/privacy for more information.

]]> 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 without taking into account your objectives, financial situation or needs. The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) is the Responsible Entity and issuer of units in the Qualitas Real Estate Income Fund. Prior to making a decision about whether to acquire, hold or dispose of units in the Fund you should consider the Product Disclosure Statement (PDS) and target market determination (TMD) for the Fund to see if its right for you. The Fund’s PDS and TMD is available at www.qualitas.com.au/qri.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Our latest AI research tool, hedged or unhedged ETFs & the China risk]]> Wed, 19 Feb 2025 18:00:00 GMT 24:45 67b4eb7bd24f7fcce8237702 false https://shows.acast.com/equity-mates/episodes/equity-mates-20-february-2025 67b4eb7bd24f7fcce8237702 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-20-february-2025 full 10 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?


—------


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.

]]> 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?


—------


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.

]]> Expert: Luke Laretive - Looking for catalysts in Aussie stocks Expert: Luke Laretive - Looking for catalysts in Aussie stocks Mon, 17 Feb 2025 18:00:00 GMT 39:41 67aadade505cb2a0a3d3316e false https://shows.acast.com/equity-mates/episodes/luke-laretive-seneca-financial-iv 67aadade505cb2a0a3d3316e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef luke-laretive-seneca-financial-iv full 10 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Netflix won the streaming wars, Pimp my Portfolio with Luke Laretive & we debate Novo Nordisk or Eli Lilly]]> Sun, 16 Feb 2025 18:00:00 GMT 44:47 67abd8f1505cb2a0a3198cc3 false https://shows.acast.com/equity-mates/episodes/equity-mates-17-february-2025 67abd8f1505cb2a0a3198cc3 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-17-february-2025 full 10 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?


—------


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.

]]> 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?


—------


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.

]]> AI agents managing your money? Dispatches from the 2025 crypto boom - Blake Cassidy | Bamboo AI agents managing your money? Dispatches from the 2025 crypto boom - Blake Cassidy | Bamboo Thu, 13 Feb 2025 18:00:00 GMT 39:34 67abc139b468a1d76fc75029 false https://shows.acast.com/equity-mates/episodes/blake-cassidy-bamboo-2025 67abc139b468a1d76fc75029 8c560a52-84ff-4b06-b819-f4e9bd6e85ef blake-cassidy-bamboo-2025 full 10 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Bryce's $500-to-$5k challenge continues, best stocks for 2025 & gold in the portfolio]]> Wed, 12 Feb 2025 18:00:00 GMT 38:49 67aaf09af21071868c0ab488 false https://shows.acast.com/equity-mates/episodes/equity-mates-12-february-2025 67aaf09af21071868c0ab488 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-12-february-2025 full 10 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Buy or Sell: Adam Dawes - Xero, Pilbara Minerals, Resmed & more ]]> Mon, 10 Feb 2025 18:30:00 GMT 26:48 67a9a4ab505cb2a0a381ed1f false https://shows.acast.com/equity-mates/episodes/buy-or-sell-adam-dawes-xero-pilbara-minerals-resmed-more 67a9a4ab505cb2a0a381ed1f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-or-sell-adam-dawes-xero-pilbara-minerals-resmed-more full 10 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Albo's 1.7% yield, Michael Burry's big China bets & the best entrepreneur you've never heard of]]> Sun, 09 Feb 2025 18:13:45 GMT 33:31 67a86671d89b772ae90c41b0 false https://shows.acast.com/equity-mates/episodes/albos-17-yield-michael-burrys-big-china-bets-the-best-entrep 67a86671d89b772ae90c41b0 8c560a52-84ff-4b06-b819-f4e9bd6e85ef albos-17-yield-michael-burrys-big-china-bets-the-best-entrep full 10 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?


—------


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.

]]> 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?


—------


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.

]]> Expert: Elisa Di Marco - 3 trends that will define the next decade Expert: Elisa Di Marco - 3 trends that will define the next decade Thu, 06 Feb 2025 18:00:00 GMT 41:43 679033f3d186489b14a1e98e false https://shows.acast.com/equity-mates/episodes/magellan-elisa-di-marco 679033f3d186489b14a1e98e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef magellan-elisa-di-marco full 10 9 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Bryce's 51-page advice, Mr. Beat-Up's top turnaround stock & some Aussie house prices fall]]> Wed, 05 Feb 2025 18:00:00 GMT 31:49 67a18bc595d7c2516ae9ed1d false https://shows.acast.com/equity-mates/episodes/em-chat-6-february-2025 67a18bc595d7c2516ae9ed1d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef em-chat-6-february-2025 full 10 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?


—------


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.

]]> 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?


—------


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.

]]> Expert: Andrew Page - How we can all invest in Aussie small caps (and Bitcoin) Expert: Andrew Page - How we can all invest in Aussie small caps (and Bitcoin) Tue, 04 Feb 2025 06:00:00 GMT 46:12 67a15d6295d7c2516ae0ea18 false https://shows.acast.com/equity-mates/episodes/andrew-page-small-caps-and-bitcoin 67a15d6295d7c2516ae0ea18 8c560a52-84ff-4b06-b819-f4e9bd6e85ef andrew-page-small-caps-and-bitcoin full 10 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Picks and shovel AI stocks, investing in cyclical stocks & Chris Judd joins the show]]> Sun, 02 Feb 2025 18:00:00 GMT 35:55 67996ddf65f740951009092c false https://shows.acast.com/equity-mates/episodes/picks-and-shovels-ai-plays-cyclical-stocks-chris-judd 67996ddf65f740951009092c 8c560a52-84ff-4b06-b819-f4e9bd6e85ef picks-and-shovels-ai-plays-cyclical-stocks-chris-judd bonus 10 7 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Big Goals, Bold Budgets: Our spending & investing plans for 2025 | PocketSmith ]]> Thu, 30 Jan 2025 18:51:55 GMT 27:48 67888c9a6a8940b08121abf6 false https://shows.acast.com/equity-mates/episodes/pocketsmith-january-2025 67888c9a6a8940b08121abf6 8c560a52-84ff-4b06-b819-f4e9bd6e85ef pocketsmith-january-2025 full 10 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Bryce is turning $500-to-$5,000, DeepSeek freak out & our 4-point stock checklist ]]> Wed, 29 Jan 2025 18:00:00 GMT 39:30 6799591d01388342ba66ebb1 false https://shows.acast.com/equity-mates/episodes/500-to-5000-deepseek-freak-out-satellite-investing 6799591d01388342ba66ebb1 8c560a52-84ff-4b06-b819-f4e9bd6e85ef 500-to-5000-deepseek-freak-out-satellite-investing full 10 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?


—------


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.

]]> 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?


—------


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.

]]> Ask an Adviser: Pay off mortgage or invest, biggest super mistakes, when to see an adviser - Glen Hare Ask an Adviser: Pay off mortgage or invest, biggest super mistakes, when to see an adviser - Glen Hare Mon, 27 Jan 2025 18:00:00 GMT 48:46 672d39f13534701770cf6abf false https://shows.acast.com/equity-mates/episodes/glen-hare-fox-hare 672d39f13534701770cf6abf 8c560a52-84ff-4b06-b819-f4e9bd6e85ef glen-hare-fox-hare full 10 4 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[The $1.4 million investment strategy, VDHG v DHHF & Melania's memecoin mayhem]]> Sun, 26 Jan 2025 18:00:00 GMT 33:11 6790222116bc7a854551fd73 false https://shows.acast.com/equity-mates/episodes/trump-melania-memecoin-vdhg-or-dhhf 6790222116bc7a854551fd73 8c560a52-84ff-4b06-b819-f4e9bd6e85ef trump-melania-memecoin-vdhg-or-dhhf full 10 3 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?


—------


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.

]]> 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?


—------


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.

]]> Expert: Andrew Brown - 14 Bold Predictions for 2025 Expert: Andrew Brown - 14 Bold Predictions for 2025 Wed, 22 Jan 2025 18:00:00 GMT 50:45 67900ec4fc105e4d36bbb0e5 false https://shows.acast.com/equity-mates/episodes/bold-predictions-andrew-brown-2025 67900ec4fc105e4d36bbb0e5 8c560a52-84ff-4b06-b819-f4e9bd6e85ef bold-predictions-andrew-brown-2025 full 10 2 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[We're back for 2025: Stock of the Year & Bold Predictions]]> Sun, 19 Jan 2025 18:00:00 GMT 41:10 67887ec147c04cf0f1182c42 false https://shows.acast.com/equity-mates/episodes/2025-stocks-and-bold-predictions 67887ec147c04cf0f1182c42 8c560a52-84ff-4b06-b819-f4e9bd6e85ef 2025-stocks-and-bold-predictions full 10 1 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?


—------


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.

]]> 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?


—------


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.

]]> Mark Lamonica - Investing for income to live the life you want today | Summer Series Mark Lamonica - Investing for income to live the life you want today | Summer Series Wed, 15 Jan 2025 18:00:00 GMT 41:29 67479a739f77ab9565611df3 false https://shows.acast.com/equity-mates/episodes/summer-series-2025-mark-lamonica 67479a739f77ab9565611df3 8c560a52-84ff-4b06-b819-f4e9bd6e85ef summer-series-2025-mark-lamonica full 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Will Dowd - US, small caps, industrials: The 3 building blocks of a 30 year portfolio | Summer Series Will Dowd - US, small caps, industrials: The 3 building blocks of a 30 year portfolio | Summer Series Sun, 12 Jan 2025 18:00:33 GMT 44:16 67469af2b505b826d73c4d8e false https://shows.acast.com/equity-mates/episodes/summer-series-2025-will-dowd 67469af2b505b826d73c4d8e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef summer-series-2025-will-dowd full 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Scott Phillips - Reveals 3 biggest holdings of his portfolio | Summer Series Scott Phillips - Reveals 3 biggest holdings of his portfolio | Summer Series Wed, 08 Jan 2025 18:00:58 GMT 52:49 67479806c4b78e9ebb375a87 false https://shows.acast.com/equity-mates/episodes/summer-series-2025-scott-phillips 67479806c4b78e9ebb375a87 8c560a52-84ff-4b06-b819-f4e9bd6e85ef summer-series-2025-scott-phillips full 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> James Miller - AI tools we can all use to become better investors | Summer Series James Miller - AI tools we can all use to become better investors | Summer Series Sun, 05 Jan 2025 18:00:13 GMT 39:17 6746a07b192de2e6cae13d32 false https://shows.acast.com/equity-mates/episodes/summer-series-2025-james-miller 6746a07b192de2e6cae13d32 8c560a52-84ff-4b06-b819-f4e9bd6e85ef summer-series-2025-james-miller full 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Chris Wheldon - Time does the heavy lifting | Summer Series Chris Wheldon - Time does the heavy lifting | Summer Series Wed, 01 Jan 2025 18:00:37 GMT 40:05 67478d1f9f77ab95655e0ec4 false https://shows.acast.com/equity-mates/episodes/summer-series-2025-chris-wheldon 67478d1f9f77ab95655e0ec4 8c560a52-84ff-4b06-b819-f4e9bd6e85ef summer-series-2025-chris-wheldon full 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Catriona Burns - Compounding really is your friend, finding long-term structural winners | Summer Series Catriona Burns - Compounding really is your friend, finding long-term structural winners | Summer Series Sun, 29 Dec 2024 18:00:50 GMT 29:36 67478a0e87df9e7063c03ec7 false https://shows.acast.com/equity-mates/episodes/summer-series-2025-catriona-burns 67478a0e87df9e7063c03ec7 8c560a52-84ff-4b06-b819-f4e9bd6e85ef summer-series-2025-catriona-burns full 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Elise Kennedy - Finding growth in all parts of the market | Summer Series Elise Kennedy - Finding growth in all parts of the market | Summer Series Wed, 25 Dec 2024 18:00:07 GMT 28:42 6747850974eb04a4db0c6455 false https://shows.acast.com/equity-mates/episodes/summer-series-2025-elise-kennedy 6747850974eb04a4db0c6455 8c560a52-84ff-4b06-b819-f4e9bd6e85ef summer-series-2025-elise-kennedy full 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Geoff Wilson - What is Equity Mates Media actually worth? | Summer Series Geoff Wilson - What is Equity Mates Media actually worth? | Summer Series Sun, 22 Dec 2024 18:00:46 GMT 43:55 674779c5c4b78e9ebb302f5d false https://shows.acast.com/equity-mates/episodes/summer-series-2025-geoff-wilson 674779c5c4b78e9ebb302f5d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef summer-series-2025-geoff-wilson full 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> <![CDATA[Rikki Bannan - Don't get caught up in momentum, remain skeptical, be clear on your thesis | Summer Series]]> Wed, 18 Dec 2024 18:00:41 GMT 31:22 6746ace22cb64db953dd6e3a false https://shows.acast.com/equity-mates/episodes/summer-series-2025-rikki-bannon 6746ace22cb64db953dd6e3a 8c560a52-84ff-4b06-b819-f4e9bd6e85ef summer-series-2025-rikki-bannon full 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Ben Griffiths - Small cap legend builds a 30 year portfolio | Summer Series Ben Griffiths - Small cap legend builds a 30 year portfolio | Summer Series Sun, 15 Dec 2024 18:00:27 GMT 48:48 6746a79b130a52551c0fbefb false https://shows.acast.com/equity-mates/episodes/summer-series-2025-ben-griffiths 6746a79b130a52551c0fbefb 8c560a52-84ff-4b06-b819-f4e9bd6e85ef summer-series-2025-ben-griffiths full 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> <![CDATA[Peter Nevill - Avoid instant gratification, be patient & buy productive assets | Summer Series]]> Wed, 11 Dec 2024 18:00:49 GMT 30:45 67465e5f192de2e6cad1e6b9 false https://shows.acast.com/equity-mates/episodes/summer-series-2025-peter-nevill 67465e5f192de2e6cad1e6b9 8c560a52-84ff-4b06-b819-f4e9bd6e85ef summer-series-2025-peter-nevill full 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Nick Griffin - The Nvidia story is not over | Summer Series Nick Griffin - The Nvidia story is not over | Summer Series Sun, 08 Dec 2024 18:00:19 GMT 38:38 6746988d130a52551c0cc5fd false https://shows.acast.com/equity-mates/episodes/summer-series-2025-nick-griffin 6746988d130a52551c0cc5fd 8c560a52-84ff-4b06-b819-f4e9bd6e85ef summer-series-2025-nick-griffin full 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> <![CDATA[2024 wrapped: Stock of the year, bold predictions & what happened in markets]]> Wed, 04 Dec 2024 18:00:50 GMT 32:10 674e6c8429c87156a3a29ed0 false https://shows.acast.com/equity-mates/episodes/final-ep-bold-predictions-soty-preview-summer-series 674e6c8429c87156a3a29ed0 8c560a52-84ff-4b06-b819-f4e9bd6e85ef final-ep-bold-predictions-soty-preview-summer-series full 9 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?


—------


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.

]]> 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?


—------


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.

]]> Expert: Andrew Brown - Review of 2024 and his Bold Predictions Expert: Andrew Brown - Review of 2024 and his Bold Predictions Mon, 02 Dec 2024 18:00:12 GMT 35:10 674d26513bd1d4df280c747d false https://shows.acast.com/equity-mates/episodes/andrew-brown-bold-predictions-wrap-2024 674d26513bd1d4df280c747d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef andrew-brown-bold-predictions-wrap-2024 full 9 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Buying a house with a 2% deposit, Apple's falling profit & Pimp my Portfolio with Adam Dawes]]> Sun, 01 Dec 2024 18:00:43 GMT 42:58 6748f31b3466b230f7a55d33 false https://shows.acast.com/equity-mates/episodes/buying-a-house-with-a-2-deposit-apples-falling-profit-pmp 6748f31b3466b230f7a55d33 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buying-a-house-with-a-2-deposit-apples-falling-profit-pmp full 9 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Expert: Kerry Craig - Trump's impact on the stock market according to JPMorgan Asset Management]]> Thu, 28 Nov 2024 18:00:30 GMT 39:56 6743849fec59709ba5964137 false https://shows.acast.com/equity-mates/episodes/expert-kerry-craig-trumps-impact-on-the-stock-market-accordi 6743849fec59709ba5964137 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-kerry-craig-trumps-impact-on-the-stock-market-accordi full 9 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Bryce get's a sanity check, the one big risk for Nvidia, & why the stock market is history's greatest wealth creator]]> Wed, 27 Nov 2024 18:00:36 GMT 32:47 674638b578f05cc6cc65438d false https://shows.acast.com/equity-mates/episodes/news-views-expert-call-why-we-invest 674638b578f05cc6cc65438d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-views-expert-call-why-we-invest full 9 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?


—------


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.

]]> 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?


—------


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.

]]> Expert: Luke Laretive - High conviction stocks in Aussie small caps Expert: Luke Laretive - High conviction stocks in Aussie small caps Mon, 25 Nov 2024 18:00:26 GMT 44:08 673fbd58d17a686dfe2062de false https://shows.acast.com/equity-mates/episodes/expert-luke-larative-high-conviction-stocks-in-aussie-small- 673fbd58d17a686dfe2062de 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-luke-larative-high-conviction-stocks-in-aussie-small- full 9 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 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?


—------


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.

]]> 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 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?


—------


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.

]]> <![CDATA[Investing for a $1.5m portfolio, Nvidia earnings & Cathie Wood's $1 billion mistake]]> Sun, 24 Nov 2024 18:00:10 GMT 26:10 673fa536998cf05ebe1e8e0d false https://shows.acast.com/equity-mates/episodes/investing-for-a-15m-portfolio-nvidia-earnings-cathie-woods-1 673fa536998cf05ebe1e8e0d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef investing-for-a-15m-portfolio-nvidia-earnings-cathie-woods-1 full 9 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?


—------


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.

]]> 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?


—------


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.

]]> Expert: Sam Gordon - How anyone can get started in property investing Expert: Sam Gordon - How anyone can get started in property investing Thu, 21 Nov 2024 18:00:13 GMT 51:52 67119c84e6c3aa7d6250f0f9 false https://shows.acast.com/equity-mates/episodes/sam-gordon-property-scout-november-2024 67119c84e6c3aa7d6250f0f9 8c560a52-84ff-4b06-b819-f4e9bd6e85ef sam-gordon-property-scout-november-2024 full 9 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Bryce sells MinRes, 11 expert stock picks & Pimp my Portfolio with Charlie Viola]]> Wed, 20 Nov 2024 18:00:28 GMT 34:29 673c215c75e6ea9d68796f5d false https://shows.acast.com/equity-mates/episodes/news-views-pmp-sohn-picks 673c215c75e6ea9d68796f5d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-views-pmp-sohn-picks full 9 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Expert: Chris Bates - Are buyers agents worth it, tips to boost buying capacity & first home buyer trends ]]> Mon, 18 Nov 2024 18:00:29 GMT 42:40 6724274a32ba02308fd9a1e4 false https://shows.acast.com/equity-mates/episodes/chris-bates-housing-update-november-2024 6724274a32ba02308fd9a1e4 8c560a52-84ff-4b06-b819-f4e9bd6e85ef chris-bates-housing-update-november-2024 full 9 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[House prices are falling in these cities, our favourite investing books & LVMH is in the bargain bin - is it time to buy?]]> Sun, 17 Nov 2024 18:00:41 GMT 31:28 67355203f3e2429685577753 false https://shows.acast.com/equity-mates/episodes/news-mr-beat-up-community-question 67355203f3e2429685577753 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-mr-beat-up-community-question full 9 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Expert: Alex Vynokur - The inside story of Betashares & where it goes from here | Betashares Direct]]> Thu, 14 Nov 2024 18:00:59 GMT 41:04 6732d48d1373bb020e9feca6 false https://shows.acast.com/equity-mates/episodes/betashares-alex-vynokur 6732d48d1373bb020e9feca6 8c560a52-84ff-4b06-b819-f4e9bd6e85ef betashares-alex-vynokur full 9 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[We’re feeling the Bitcoin FOMO, Pimp my Portfolio (Adam Dawes) & who said Australia doesn’t have tech stocks?]]> Wed, 13 Nov 2024 18:00:32 GMT 30:32 6732e5b61373bb020ea2d4bc false https://shows.acast.com/equity-mates/episodes/trump-asx-tech-versus-asx-200-pmp-adam 6732e5b61373bb020ea2d4bc 8c560a52-84ff-4b06-b819-f4e9bd6e85ef trump-asx-tech-versus-asx-200-pmp-adam full 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?


—------


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.

]]> 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?


—------


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.

]]> Joe Aston - Qantas is just the tip of the iceberg Joe Aston - Qantas is just the tip of the iceberg Mon, 11 Nov 2024 18:00:50 GMT 41:23 67299e965b575bc851ef93c0 false https://shows.acast.com/equity-mates/episodes/joe-aston-qantas-book 67299e965b575bc851ef93c0 8c560a52-84ff-4b06-b819-f4e9bd6e85ef joe-aston-qantas-book full 9 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[How Trump will impact markets & why we like stocks over Bitcoin, gold and a Picasso?]]> Sun, 10 Nov 2024 18:00:03 GMT 23:49 672c58de207a426b9f925483 false https://shows.acast.com/equity-mates/episodes/how-trump-will-impact-markets-what-makes-stocks-better-than- 672c58de207a426b9f925483 8c560a52-84ff-4b06-b819-f4e9bd6e85ef how-trump-will-impact-markets-what-makes-stocks-better-than- full 9 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?


—------


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.

]]> 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?


—------


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.

]]> How we would invest $100,000 today | Betashares Direct How we would invest $100,000 today | Betashares Direct Thu, 07 Nov 2024 18:00:42 GMT 26:31 67240ae6efece44b6ced8109 false https://shows.acast.com/equity-mates/episodes/how-we-would-invest-100000-today-betashares-direct 67240ae6efece44b6ced8109 8c560a52-84ff-4b06-b819-f4e9bd6e85ef how-we-would-invest-100000-today-betashares-direct full 9 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Property expert says: avoid these suburbs! & our 8 lessons from 8 years of Equity Mates (live in Brisbane)]]> Wed, 06 Nov 2024 18:00:59 GMT 43:32 6721a2f32daf1945413a7ca6 false https://shows.acast.com/equity-mates/episodes/equity-mates-live-in-brisbane-with-sam-gordon 6721a2f32daf1945413a7ca6 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-live-in-brisbane-with-sam-gordon full 9 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:

  1. Our 8 biggest lessons from 8 years of Equity Mates
  2. How to invest in property on any budget with Sam Gordon, founder of Australian Property Scout
  3. 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?


—------


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.

]]> 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:

  1. Our 8 biggest lessons from 8 years of Equity Mates
  2. How to invest in property on any budget with Sam Gordon, founder of Australian Property Scout
  3. 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?


—------


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.

]]> <![CDATA[Expert: Andrew 'Twiggy' Forrest - Business lessons, hydrogen & what fossil fuel companies don't want you to know ]]> Mon, 04 Nov 2024 18:00:44 GMT 29:36 67207949b9dae8606d1c87b7 false https://shows.acast.com/equity-mates/episodes/expert-andrew-twiggy-forrest-business-lessons-hydrogen-what- 67207949b9dae8606d1c87b7 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-andrew-twiggy-forrest-business-lessons-hydrogen-what- full 9 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> <![CDATA[How to analyse any stock in 30 seconds, Bitcoin nears record highs & Pimp my Portfolio with Charlie Viola]]> Sun, 03 Nov 2024 18:00:32 GMT 32:02 6724075232ba02308fd3a0ae false https://shows.acast.com/equity-mates/episodes/how-to-analyse-any-stock-in-30-seconds-bitcoin-surges-to-rec 6724075232ba02308fd3a0ae 8c560a52-84ff-4b06-b819-f4e9bd6e85ef how-to-analyse-any-stock-in-30-seconds-bitcoin-surges-to-rec full 9 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Expert: Michael Frazis - Ozempic, semiconductors, AI & the next big biotech ]]> Thu, 31 Oct 2024 18:00:49 GMT 45:31 6721605ab4c51fd56968baeb false https://shows.acast.com/equity-mates/episodes/michael-frazis 6721605ab4c51fd56968baeb 8c560a52-84ff-4b06-b819-f4e9bd6e85ef michael-frazis full 9 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> <![CDATA[America is cooked (not the election), Two experts with two very different portfolios & the pros and cons of emerging market ETFs]]> Wed, 30 Oct 2024 18:00:38 GMT 33:11 6720898ba73223e19bfbc3d3 false https://shows.acast.com/equity-mates/episodes/emerging-market-etfs-daniel-loeb-david-einhorn-letters 6720898ba73223e19bfbc3d3 8c560a52-84ff-4b06-b819-f4e9bd6e85ef emerging-market-etfs-daniel-loeb-david-einhorn-letters full 9 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


—------


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?


—------


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.

]]> 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


—------


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?


—------


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.

]]> Ask an Adviser: Offset v Superannuation v Debt Recycling - Who comes out on top? Ask an Adviser: Offset v Superannuation v Debt Recycling - Who comes out on top? Mon, 28 Oct 2024 18:42:47 GMT 43:13 6705d6b1ed8ff5205e0b06f8 false https://shows.acast.com/equity-mates/episodes/dylan-personas-case-studies 6705d6b1ed8ff5205e0b06f8 8c560a52-84ff-4b06-b819-f4e9bd6e85ef dylan-personas-case-studies full 9 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? 


—------


Want more Equity 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.

]]> 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? 


—------


Want more Equity 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.

]]> <![CDATA[Australian housing quarterly update & Nuclear energy and AI: What you need to know]]> Sun, 27 Oct 2024 18:00:45 GMT 40:25 6718222ac054f5390740ab14 false https://shows.acast.com/equity-mates/episodes/quarter-property-update-nuclear-and-ai 6718222ac054f5390740ab14 8c560a52-84ff-4b06-b819-f4e9bd6e85ef quarter-property-update-nuclear-and-ai full 9 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?


—------


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.

]]> 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?


—------


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.

]]> Expert: Jared Pohl - 4 companies this growth investor loves | ECP Asset Management Expert: Jared Pohl - 4 companies this growth investor loves | ECP Asset Management Thu, 24 Oct 2024 18:00:12 GMT 39:57 6708838349f0b2961d06ee8a false https://shows.acast.com/equity-mates/episodes/ecp-jared-pohl 6708838349f0b2961d06ee8a 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ecp-jared-pohl full 9 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?


—------


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 ecpam.com/growth or by calling 1800 442 129 (free call). A person should consider the PDS before deciding whether to acquire or continue to hold an interest in the Fund. Any opinions or recommendations contained in this audio are subject to change without notice and Copia is under no obligation to update or keep any information contained in this presentation current.


Past performance is not a reliable indicator of future performance. The total return performance figures quoted are historical, calculated using end-of-month mid prices and do not allow for the effects of income tax or inflation. The performance is quoted net of all fees and expenses. The indices do not incur these costs. This information is provided for general comparative purposes.

Hosted on Acast. See acast.com/privacy for more information.

]]> 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?


—------


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 ecpam.com/growth or by calling 1800 442 129 (free call). A person should consider the PDS before deciding whether to acquire or continue to hold an interest in the Fund. Any opinions or recommendations contained in this audio are subject to change without notice and Copia is under no obligation to update or keep any information contained in this presentation current.


Past performance is not a reliable indicator of future performance. The total return performance figures quoted are historical, calculated using end-of-month mid prices and do not allow for the effects of income tax or inflation. The performance is quoted net of all fees and expenses. The indices do not incur these costs. This information is provided for general comparative purposes.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Q&A on leveraged ETFs, Netflix's 300% surge & we react to terrible financial advice]]> Wed, 23 Oct 2024 18:00:56 GMT 38:45 6718120fc054f539073c3b88 false https://shows.acast.com/equity-mates/episodes/news-views-leveraged-etfs-betashares-not-financial-advice 6718120fc054f539073c3b88 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-views-leveraged-etfs-betashares-not-financial-advice full 9 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Buy or Sell: Henry Jennings - Liontown, Zip, Qantas, NextDC, Lynas & more]]> Mon, 21 Oct 2024 18:00:20 GMT 41:23 670621b0db85d858694735b8 false https://shows.acast.com/equity-mates/episodes/buy-or-sell-henry-jennings-october-2024 670621b0db85d858694735b8 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-or-sell-henry-jennings-october-2024 full 9 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Ren's portfolio revamp: VAS is gone! & Pimp my Portfolio with Adam Dawes]]> Sun, 20 Oct 2024 18:00:01 GMT 31:15 670dee5240241b7003b9db72 false https://shows.acast.com/equity-mates/episodes/ren-portfolio-change-pimp-my-portfolio-adam-dawes 670dee5240241b7003b9db72 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ren-portfolio-change-pimp-my-portfolio-adam-dawes full 9 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?


—------


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.

]]> 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?


—------


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.

]]> Expert: Sorin Roibu - Alibaba and Baidu to beat Amazon and Google!? Expert: Sorin Roibu - Alibaba and Baidu to beat Amazon and Google!? Thu, 17 Oct 2024 18:00:28 GMT 35:59 66f375162f380b4f2f49b095 false https://shows.acast.com/equity-mates/episodes/franklin-templeton-soren-roibu 66f375162f380b4f2f49b095 8c560a52-84ff-4b06-b819-f4e9bd6e85ef franklin-templeton-soren-roibu full 9 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> <![CDATA[We review the 3 new defence ETFs, Elon's mixed week & stealing from your partner]]> Wed, 16 Oct 2024 21:37:08 GMT 33:35 670e001c5a9b5bf06b9c12b8 false https://shows.acast.com/equity-mates/episodes/news-views-community-question-investor-confession 670e001c5a9b5bf06b9c12b8 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-views-community-question-investor-confession full 9 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Matt Barrie: How Australia's Housing Market Became a National Crisis]]> Mon, 14 Oct 2024 18:00:53 GMT 50:21 670c677d092cc2409819eb8f false https://shows.acast.com/equity-mates/episodes/matt-barrie 670c677d092cc2409819eb8f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef matt-barrie full 9 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:


—------


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?


—------


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.

]]> 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:


—------


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?


—------


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.

]]> <![CDATA[Seth Klarman's portfolio revealed, the end of obesity is near & is Roblox a "pedophile hellscape"?]]> Sun, 13 Oct 2024 18:00:32 GMT 29:30 670858c7f3f0d7a88201a599 false https://shows.acast.com/equity-mates/episodes/seth-klarmans-portfolio-revealed-the-end-of-obesity-is-near- 670858c7f3f0d7a88201a599 8c560a52-84ff-4b06-b819-f4e9bd6e85ef seth-klarmans-portfolio-revealed-the-end-of-obesity-is-near- full 9 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?


—------


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.

]]> 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?


—------


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.

]]> Expert: Cameron Blanks - 3 key lessons from 20 years of private equity deals | Pacific Equity Partners Expert: Cameron Blanks - 3 key lessons from 20 years of private equity deals | Pacific Equity Partners Thu, 10 Oct 2024 18:00:50 GMT 45:11 66f367082f380b4f2f47c1df false https://shows.acast.com/equity-mates/episodes/pacific-equity-partners-cam-blanks-2024 66f367082f380b4f2f47c1df 8c560a52-84ff-4b06-b819-f4e9bd6e85ef pacific-equity-partners-cam-blanks-2024 full 9 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> <![CDATA[Pimp my Portfolio with Charlie Viola, the math behind Australian property & does Rio signal lithium is back?]]> Wed, 09 Oct 2024 18:00:17 GMT 35:15 6705a80b895ea409eab5fe73 false https://shows.acast.com/equity-mates/episodes/news-why-we-invest-pmp-charlie 6705a80b895ea409eab5fe73 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-why-we-invest-pmp-charlie full 9 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?


—------


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.

]]> 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?


—------


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.

]]> Expert: Sumit Gautam - 4 steps to find great software businesses Expert: Sumit Gautam - 4 steps to find great software businesses Mon, 07 Oct 2024 18:00:56 GMT 35:09 66fc9ab6687515ec9404d1b0 false https://shows.acast.com/equity-mates/episodes/expert-hearts-minds-sumit-gautam 66fc9ab6687515ec9404d1b0 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-hearts-minds-sumit-gautam full 9 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> <![CDATA[How the US election will impact your portfolio, Owen Rask reveals his portfolio & shackles are off at OpenAI]]> Sun, 06 Oct 2024 18:00:38 GMT 34:12 66ff147e11d39bd3b62ae876 false https://shows.acast.com/equity-mates/episodes/how-the-us-election-will-impact-your-portfolio-owen-rask-rev 66ff147e11d39bd3b62ae876 8c560a52-84ff-4b06-b819-f4e9bd6e85ef how-the-us-election-will-impact-your-portfolio-owen-rask-rev full 9 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[ASX's best start since 2013, is Boeing a buy after 40% drop & Pimp my Portfolio with Adam Dawes ]]> Wed, 02 Oct 2024 19:00:25 GMT 35:42 66fc9b562838c1aca581886f false https://shows.acast.com/equity-mates/episodes/news-mr-beat-up-pmp-adam 66fc9b562838c1aca581886f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-mr-beat-up-pmp-adam full 9 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?


—------


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.

]]> 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?


—------


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.

]]> Ask an Adviser: We were under-insured, you probably are too - Phil Thompson Ask an Adviser: We were under-insured, you probably are too - Phil Thompson Mon, 30 Sep 2024 19:05:18 GMT 40:27 66f51709b6670e0c397eb204 false https://shows.acast.com/equity-mates/episodes/ask-an-adviser-we-were-under-insured-you-probably-are-too-ph 66f51709b6670e0c397eb204 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ask-an-adviser-we-were-under-insured-you-probably-are-too-ph full 9 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Bryce's portfolio revealed, Aussie inflation improves & why ending negative gearing won't solve the housing crisis]]> Sun, 29 Sep 2024 19:00:20 GMT 31:01 66f5056eae48e0cfdb04c93d false https://shows.acast.com/equity-mates/episodes/bryces-portfolio-reveal-aussie-inflation-improves-why-ending 66f5056eae48e0cfdb04c93d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef bryces-portfolio-reveal-aussie-inflation-improves-why-ending full 9 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?


—------


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.

]]> 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?


—------


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.

]]> A deep dive on our personal finances - Quarterly portfolio review | PocketSmith A deep dive on our personal finances - Quarterly portfolio review | PocketSmith Thu, 26 Sep 2024 19:00:45 GMT 26:26 66e935c17c9429667635a4ac false https://shows.acast.com/equity-mates/episodes/quarterly-review-portfolio-september-2024 66e935c17c9429667635a4ac 8c560a52-84ff-4b06-b819-f4e9bd6e85ef quarterly-review-portfolio-september-2024 full 9 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Investor confessions, RBA holds interest rates & our top capital gains tax tips]]> Wed, 25 Sep 2024 19:00:02 GMT 31:36 66f3437cd9f78989f29a30aa false https://shows.acast.com/equity-mates/episodes/news-views-investor-confessions-community-question 66f3437cd9f78989f29a30aa 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-views-investor-confessions-community-question full 9 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?


—------


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.

]]> 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?


—------


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.

]]> 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 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 Sun, 22 Sep 2024 19:00:14 GMT 38:54 66ebb1280166e80a43264d84 false https://shows.acast.com/equity-mates/episodes/super-for-housing-nick-cregan-luke-laretive 66ebb1280166e80a43264d84 8c560a52-84ff-4b06-b819-f4e9bd6e85ef super-for-housing-nick-cregan-luke-laretive full 9 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Ren's portfolio revealed, the world is cutting rates Australia isn't & Bryce buys a mining company]]> Wed, 18 Sep 2024 19:00:32 GMT 31:52 66e91ce74f38fdc2a5e6f74a false https://shows.acast.com/equity-mates/episodes/rens-portfolio-reveal-fed-cut-rates-openai-phd 66e91ce74f38fdc2a5e6f74a 8c560a52-84ff-4b06-b819-f4e9bd6e85ef rens-portfolio-reveal-fed-cut-rates-openai-phd full 9 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Ask an Adviser: Inside Liam and Emma's first advice session with Christine Dang]]> Mon, 16 Sep 2024 19:00:51 GMT 36:49 66e24c3ffa61fcdbe769d6f9 false https://shows.acast.com/equity-mates/episodes/christine-dang-ask-an-adviser-2024 66e24c3ffa61fcdbe769d6f9 8c560a52-84ff-4b06-b819-f4e9bd6e85ef christine-dang-ask-an-adviser-2024 full 9 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Rupert's real-life Succession, Ren's latest buy & should I consolidate my ETFs?]]> Sun, 15 Sep 2024 19:00:38 GMT 30:41 66e279640b6edc4786b10815 false https://shows.acast.com/equity-mates/episodes/ruperts-real-life-succession-should-i-consoldiate-my-etfs-re 66e279640b6edc4786b10815 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ruperts-real-life-succession-should-i-consoldiate-my-etfs-re full 9 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?


—------


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.

]]> 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?


—------


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.

]]> Why Index Investing: Because indexes are forever | iShares by BlackRock Why Index Investing: Because indexes are forever | iShares by BlackRock Thu, 12 Sep 2024 19:00:55 GMT 29:55 66c433d54d01ce6daf55a2ff false https://shows.acast.com/equity-mates/episodes/blackrock-ishares-x-nab-trade-episode 66c433d54d01ce6daf55a2ff 8c560a52-84ff-4b06-b819-f4e9bd6e85ef blackrock-ishares-x-nab-trade-episode full 9 111 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 performance. Any comments, suggestions or views present do not reflect the views of WSL and/or NAB. Subject to any terms implied by law and which cannot be excluded, neither WSL nor NAB shall be liable for any errors, omissions, defects or misrepresentations in the information or general advice including any third party sourced data (including by reasons of negligence, negligent misstatement or otherwise) or for any loss or damage (whether direct or indirect) suffered by persons who use or rely on the general advice or information. If any law prohibits the exclusion of such liability, WSL and NAB limit its liability to the re-supply of the information, provided that such limitation is permitted by law and is fair and reasonable. For more information, please click here.

Hosted on Acast. See acast.com/privacy for more information.

]]> 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 performance. Any comments, suggestions or views present do not reflect the views of WSL and/or NAB. Subject to any terms implied by law and which cannot be excluded, neither WSL nor NAB shall be liable for any errors, omissions, defects or misrepresentations in the information or general advice including any third party sourced data (including by reasons of negligence, negligent misstatement or otherwise) or for any loss or damage (whether direct or indirect) suffered by persons who use or rely on the general advice or information. If any law prohibits the exclusion of such liability, WSL and NAB limit its liability to the re-supply of the information, provided that such limitation is permitted by law and is fair and reasonable. For more information, please click here.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Channel 9: Australian housing to fall 50%, hiding money from your partner & what makes Nvidia great]]> Wed, 11 Sep 2024 19:00:34 GMT 32:54 66d77ba3e6ce13e59fd7ec2f false https://shows.acast.com/equity-mates/episodes/australian-housing-50-confessions-nvidia 66d77ba3e6ce13e59fd7ec2f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef australian-housing-50-confessions-nvidia full 9 110 "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?


—------


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.

]]> "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?


—------


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.

]]> <![CDATA[Nvidia's record loss, are hedged ETFs worth it, Australia's shocking savings rate & Pimp my Portfolio]]> Sun, 08 Sep 2024 19:00:44 GMT 31:59 66d91171202da66c8dc60c14 false https://shows.acast.com/equity-mates/episodes/nvidia-record-loss-australia-savings-pmp 66d91171202da66c8dc60c14 8c560a52-84ff-4b06-b819-f4e9bd6e85ef nvidia-record-loss-australia-savings-pmp full 9 109 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:


—------


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?


—------


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.

]]> 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:


—------


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?


—------


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.

]]> Why Index Investing: Cut your losers, double-down on your winners | iShares by BlackRock Why Index Investing: Cut your losers, double-down on your winners | iShares by BlackRock Thu, 05 Sep 2024 19:00:25 GMT 23:29 66bb33919c1f916f7e588e70 false https://shows.acast.com/equity-mates/episodes/blackrock-ishares-x-nab-trade-ep 66bb33919c1f916f7e588e70 8c560a52-84ff-4b06-b819-f4e9bd6e85ef blackrock-ishares-x-nab-trade-ep full 9 108 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[These healthcare stocks are uninvestable, why we avoid small cap indexes & the business of professional sport]]> Wed, 04 Sep 2024 19:00:21 GMT 32:25 66d69a5d3895e5a9f877370b false https://shows.acast.com/equity-mates/episodes/news-views-community-question-small-cap-index-the-business-o 66d69a5d3895e5a9f877370b 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-views-community-question-small-cap-index-the-business-o full 9 107 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Buy or Sell: Michael Gable - Gold, Paladin Energy, Goodman Group, BHP & more]]> Mon, 02 Sep 2024 19:00:18 GMT 23:25 66ccf29517261c68f65ede40 false https://shows.acast.com/equity-mates/episodes/buy-or-sell-michael-gable-fairmont-telstra-goodman-dominos 66ccf29517261c68f65ede40 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-or-sell-michael-gable-fairmont-telstra-goodman-dominos full 9 106 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?


Want more Equity 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. 


Please also keep in mind that the opinions expressed by Felicity are her own and not the opinion of Shaw & Partners.


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> 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?


Want more Equity 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. 


Please also keep in mind that the opinions expressed by Felicity are her own and not the opinion of Shaw & Partners.


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Buffett bags the trillion, Zip is so back & kids that day trade ]]> Sun, 01 Sep 2024 19:00:58 GMT 27:15 66cfe41f80712a6404f5157f false https://shows.acast.com/equity-mates/episodes/buffett-trillion-zip-profit-kids-daytrade 66cfe41f80712a6404f5157f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buffett-trillion-zip-profit-kids-daytrade full 9 105 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:


—------


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?


—------


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.

]]> 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:


—------


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?


—------


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.

]]> Why Index Investing: Income without the hassle | iShares by BlackRock Why Index Investing: Income without the hassle | iShares by BlackRock Thu, 29 Aug 2024 19:00:09 GMT 21:13 66a055dfb8ba2ed9083d0266 false https://shows.acast.com/equity-mates/episodes/blackrock-ishares-x-nab-trade-episode-2 66a055dfb8ba2ed9083d0266 8c560a52-84ff-4b06-b819-f4e9bd6e85ef blackrock-ishares-x-nab-trade-episode-2 full 9 104 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?


—------


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> 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?


—------


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[122 years of share market returns, Boeings bad year gets worse & Pimp my Portfolio ]]> Wed, 28 Aug 2024 19:00:18 GMT 36:14 66cd879da1a33c6366346ee4 false https://shows.acast.com/equity-mates/episodes/news-views-why-we-invest-pmp-luke 66cd879da1a33c6366346ee4 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-views-why-we-invest-pmp-luke full 9 103 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:


—------


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?


—------


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.

]]> 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:


—------


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?


—------


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.

]]> Expert: Sam Gordon - How to get into property on any budget Expert: Sam Gordon - How to get into property on any budget Mon, 26 Aug 2024 19:00:35 GMT 42:23 66be80ed844d44515395702f false https://shows.acast.com/equity-mates/episodes/expert-sam-gordon-how-to-get-into-property-on-any-budget 66be80ed844d44515395702f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-sam-gordon-how-to-get-into-property-on-any-budget full 9 102 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> <![CDATA[Community confessions, Bryce's latest investment & Aussie companies taking on the world]]> Sun, 25 Aug 2024 19:00:08 GMT 29:18 66c7c6abb01596b92b77777f false https://shows.acast.com/equity-mates/episodes/community-confessions-bryces-latest-investment-aussie-compan 66c7c6abb01596b92b77777f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef community-confessions-bryces-latest-investment-aussie-compan full 9 101 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:


—------


Do you have an investing confession? Let us know via our website.


—------


Have an investing question?


Want more Equity 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.

]]> 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:


—------


Do you have an investing confession? Let us know via our website.


—------


Have an investing question?


Want more Equity 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.

]]> <![CDATA[Why Index Investing: You don't miss out on growth | iShares by BlackRock]]> Thu, 22 Aug 2024 19:00:22 GMT 27:03 66a044dc677694c927a14e86 false https://shows.acast.com/equity-mates/episodes/blackrock-ishares-x-nab-trade-ep-1 66a044dc677694c927a14e86 8c560a52-84ff-4b06-b819-f4e9bd6e85ef blackrock-ishares-x-nab-trade-ep-1 full 9 100 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?


—------


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> 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?


—------


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.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Gold hits all-time highs, What's in Nancy Pelosi & Bill Ackman's portfolios & Pimp my Portfolio with Adam Dawes]]> Wed, 21 Aug 2024 19:00:53 GMT 36:40 66c42337c657d26e5d263553 false https://shows.acast.com/equity-mates/episodes/gold-pelosi-ackman-pmp-adam 66c42337c657d26e5d263553 8c560a52-84ff-4b06-b819-f4e9bd6e85ef gold-pelosi-ackman-pmp-adam full 9 99 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:


—------


Have an investing question?


Want more Equity 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.

]]> 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:


—------


Have an investing question?


Want more Equity 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.

]]> <![CDATA[Ask an Adviser: Meet Bryce and Ren's mortgage broker - Chris Bates]]> Mon, 19 Aug 2024 18:00:02 GMT 48:04 66bb09aaa34ffa41d64adeff false https://shows.acast.com/equity-mates/episodes/chris-bates-ask-an-advisor 66bb09aaa34ffa41d64adeff 8c560a52-84ff-4b06-b819-f4e9bd6e85ef chris-bates-ask-an-advisor full 9 98 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Comparing One-ETF portfolios, the golden rules of Reporting Season & the slow death of TV speeds up]]> Sun, 18 Aug 2024 19:00:00 GMT 31:17 66bd979d56e07ae6e1716549 false https://shows.acast.com/equity-mates/episodes/comparing-one-etf-portfolios-the-golden-rules-of-reporting-s 66bd979d56e07ae6e1716549 8c560a52-84ff-4b06-b819-f4e9bd6e85ef comparing-one-etf-portfolios-the-golden-rules-of-reporting-s full 9 97 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:


—------


Have an investing question?


Want more Equity 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.

]]> 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:


—------


Have an investing question?


Want more Equity 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.

]]> <![CDATA[Expert: Nitin Mathur - Don't miss India's rise | Fidelity]]> Thu, 15 Aug 2024 18:00:13 GMT 31:07 669850163fac6c4242279bb1 false https://shows.acast.com/equity-mates/episodes/nitin-mathur-fidelity-india-fund 669850163fac6c4242279bb1 8c560a52-84ff-4b06-b819-f4e9bd6e85ef nitin-mathur-fidelity-india-fund full 9 96 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> <![CDATA[Watchlist for a market crash, Pimp my Portfolio returns & a ban on sports betting ads?]]> Wed, 14 Aug 2024 18:00:32 GMT 33:44 66baf745fc694fcd7a8784c2 false https://shows.acast.com/equity-mates/episodes/news-views-market-crash-watchlist-pmp 66baf745fc694fcd7a8784c2 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-views-market-crash-watchlist-pmp full 9 95 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Buy or Sell: Ben Rundle - Catapult, Dominos, Guzman y Gomez and more Buy or Sell: Ben Rundle - Catapult, Dominos, Guzman y Gomez and more Mon, 12 Aug 2024 19:01:06 GMT 25:48 66b9aad5b8a9dd25a4d854d2 false https://shows.acast.com/equity-mates/episodes/buy-or-sell-ben-rundle-catapult-dominos-guzman-y-gomez-and-m 66b9aad5b8a9dd25a4d854d2 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-or-sell-ben-rundle-catapult-dominos-guzman-y-gomez-and-m full 9 94 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> <![CDATA[A lot of panic for an average week, where to next for the economy & the rise and fall of media stocks]]> Sun, 11 Aug 2024 18:00:06 GMT 35:05 66b592d15f2de2802a95b3cb false https://shows.acast.com/equity-mates/episodes/news-views-book-club-traffic-jp-morgan-takeaways 66b592d15f2de2802a95b3cb 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-views-book-club-traffic-jp-morgan-takeaways full 9 93 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> <![CDATA[What Aussies are buying, competition amongst brokers & lessons on entrepreneurship - John Winters, CEO & cofounder of Superhero]]> Thu, 08 Aug 2024 18:00:28 GMT 36:49 66a02997d539da6f098f905b false https://shows.acast.com/equity-mates/episodes/john-winters-superhero-2024 66a02997d539da6f098f905b 8c560a52-84ff-4b06-b819-f4e9bd6e85ef john-winters-superhero-2024 full 9 92 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?


Want more Equity 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. 


—------


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.


—------


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.

]]> 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?


Want more Equity 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. 


—------


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.


—------


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.

]]> <![CDATA[What a week: RBA rate decision, Aussie market fall leads to panic, Buffett has a quarter-trillion to invest & more]]> Wed, 07 Aug 2024 18:00:24 GMT 27:17 66b2a10438389602415ce68a false https://shows.acast.com/equity-mates/episodes/asx-fall-rba-decision-buffett-quarter-trillion 66b2a10438389602415ce68a 8c560a52-84ff-4b06-b819-f4e9bd6e85ef asx-fall-rba-decision-buffett-quarter-trillion full 9 91 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Expert: Chris Judd - The biggest change creates the biggest opportunities Expert: Chris Judd - The biggest change creates the biggest opportunities Mon, 05 Aug 2024 18:00:35 GMT 40:07 669f52923784c1bc0669980e false https://shows.acast.com/equity-mates/episodes/chris-judd-2024 669f52923784c1bc0669980e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef chris-judd-2024 full 9 90 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?


—------


Have an investing question?


Want more Equity 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.

]]> 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?


—------


Have an investing question?


Want more Equity 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.

]]> <![CDATA[Don't panic: the power of long-term investing, actually useful rules of portfolio construction & is micro-investing worth it?]]> Sun, 04 Aug 2024 18:00:18 GMT 23:52 669ed1d23847f8c1a5ba6ea5 false https://shows.acast.com/equity-mates/episodes/news-views-basics-long-term-vibes-community-extra-record-227 669ed1d23847f8c1a5ba6ea5 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-views-basics-long-term-vibes-community-extra-record-227 full 9 89 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> <![CDATA[Expert: Casey McLean - Opportunities in Australia: PolyNovo, Car Group, CSL, SiteMinder & more]]> Fri, 02 Aug 2024 02:54:20 GMT 48:31 669843817c6685260075d20d false https://shows.acast.com/equity-mates/episodes/casey-mclean-fidelity-australian-opportunities-fund 669843817c6685260075d20d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef casey-mclean-fidelity-australian-opportunities-fund full 9 88 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Nuclear energy: Why it has been a top performing industry this year Nuclear energy: Why it has been a top performing industry this year Wed, 31 Jul 2024 18:00:19 GMT 37:02 669ef2207a1cf2aa7ca7fa95 false https://shows.acast.com/equity-mates/episodes/nuclear-industry-deep-dive-test-for-engagement-and-downloads 669ef2207a1cf2aa7ca7fa95 8c560a52-84ff-4b06-b819-f4e9bd6e85ef nuclear-industry-deep-dive-test-for-engagement-and-downloads full 9 87 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Ask an Adviser: Building wealth through different stages of life - Glen Hare Ask an Adviser: Building wealth through different stages of life - Glen Hare Mon, 29 Jul 2024 18:00:30 GMT 49:35 66970384fff1ee276c7121a3 false https://shows.acast.com/equity-mates/episodes/glen-hare-fox-and-hare-life-stages 66970384fff1ee276c7121a3 8c560a52-84ff-4b06-b819-f4e9bd6e85ef glen-hare-fox-and-hare-life-stages full 9 86 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> <![CDATA[We're searching for the world's best moat, 1 million people working for you & Pimp my Portfolio]]> Sun, 28 Jul 2024 18:00:40 GMT 38:27 669d96c556b8e1805ee2576a false https://shows.acast.com/equity-mates/episodes/1m-people-working-for-you-pmp-luke-3-search-for-best-moat 669d96c556b8e1805ee2576a 8c560a52-84ff-4b06-b819-f4e9bd6e85ef 1m-people-working-for-you-pmp-luke-3-search-for-best-moat full 9 85 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> <![CDATA[Beware pre-IPO ETFs, will a 14th rate rise change anything & the rise of Astrology investing ]]> Wed, 24 Jul 2024 18:00:47 GMT 31:19 669d8646cb49f29306b2e45e false https://shows.acast.com/equity-mates/episodes/a-14th-rate-rise-pre-ipo-etfs-nfa-astology-star-signs-normal 669d8646cb49f29306b2e45e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef a-14th-rate-rise-pre-ipo-etfs-nfa-astology-star-signs-normal full 9 84 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:


—------


Have an investing question?


Want more Equity 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.

]]> 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:


—------


Have an investing question?


Want more Equity 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.

]]> <![CDATA[Buy or Sell: Felicity Thomas - Lynas, AMD, Playside Studios & more]]> Mon, 22 Jul 2024 20:00:31 GMT 28:57 6698aa997c66852600877073 false https://shows.acast.com/equity-mates/episodes/buy-or-sell-felicity-thomas-returns 6698aa997c66852600877073 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-or-sell-felicity-thomas-returns full 9 83 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?


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—------


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


—------


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. 


Please also keep in mind that the opinions expressed by Felicity are her own and not the opinion of Shaw & Partners.


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> 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?


Want more Equity 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. 


Please also keep in mind that the opinions expressed by Felicity are her own and not the opinion of Shaw & Partners.


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[2024's best performing Super funds, Offset or invest in stocks & Pimp my Portfolio]]> Sun, 21 Jul 2024 18:00:56 GMT 32:55 6698974fc86d4486bed49784 false https://shows.acast.com/equity-mates/episodes/2024-super-funds-pimp-my-portfolio-offset-or-invest 6698974fc86d4486bed49784 8c560a52-84ff-4b06-b819-f4e9bd6e85ef 2024-super-funds-pimp-my-portfolio-offset-or-invest full 9 82 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: 


—------


Have an investing question?


Want more Equity 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.

]]> 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: 


—------


Have an investing question?


Want more Equity 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.

]]> Expert: Gary Monaghan - The outsized opportunity in Asia | Fidelity Expert: Gary Monaghan - The outsized opportunity in Asia | Fidelity Thu, 18 Jul 2024 18:00:23 GMT 41:39 66562d1dfca2190012f96f1a false https://shows.acast.com/equity-mates/episodes/gary-monaghan-fidelity-asia-fund 66562d1dfca2190012f96f1a 8c560a52-84ff-4b06-b819-f4e9bd6e85ef gary-monaghan-fidelity-asia-fund full 9 81 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?


—------


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.

]]> 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?


—------


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.

]]> Aussie market hits all-time highs, can it continue? | Dividend reinvestment plans | Pimp my Portfolio Aussie market hits all-time highs, can it continue? | Dividend reinvestment plans | Pimp my Portfolio Wed, 17 Jul 2024 22:14:41 GMT 31:18 6696ed43f969d81c799af96a false https://shows.acast.com/equity-mates/episodes/news-views-community-question-drp-pmp-luke-2 6696ed43f969d81c799af96a 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-views-community-question-drp-pmp-luke-2 full 9 80 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Ask an Adviser: Tax strategies, leveraged investments, anxiety around super - Dylan Pargiter-Green Ask an Adviser: Tax strategies, leveraged investments, anxiety around super - Dylan Pargiter-Green Mon, 15 Jul 2024 22:26:26 GMT 41:21 6694b0c9403dcbec707fb58c false https://shows.acast.com/equity-mates/episodes/dpg-iv 6694b0c9403dcbec707fb58c 8c560a52-84ff-4b06-b819-f4e9bd6e85ef dpg-iv full 9 79 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> <![CDATA[Is Nike undervalued, the Aussie dollar is rising & investing for kids]]> Sun, 14 Jul 2024 18:00:22 GMT 34:14 668dce492387098e04cdb614 false https://shows.acast.com/equity-mates/episodes/nike-beatup-aud-investing-for-kids 668dce492387098e04cdb614 8c560a52-84ff-4b06-b819-f4e9bd6e85ef nike-beatup-aud-investing-for-kids full 9 78 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Expert: Jennifer Wu - the core ingredients of a sustainable investing strategy Expert: Jennifer Wu - the core ingredients of a sustainable investing strategy Thu, 11 Jul 2024 18:00:32 GMT 40:16 667c810391bcf9d0d4494877 false https://shows.acast.com/equity-mates/episodes/jennifer-wu-sustainable-investing-sustainable-investing 667c810391bcf9d0d4494877 8c560a52-84ff-4b06-b819-f4e9bd6e85ef jennifer-wu-sustainable-investing-sustainable-investing full 9 77 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> <![CDATA[Half year market wrap, the worst investing take, struggling Australian media & Pimp My Portfolio ]]> Thu, 11 Jul 2024 01:26:44 GMT 36:21 668db87923ad154828204c20 false https://shows.acast.com/equity-mates/episodes/new-views-mid-year-awards-pmp-luke-1 668db87923ad154828204c20 8c560a52-84ff-4b06-b819-f4e9bd6e85ef new-views-mid-year-awards-pmp-luke-1 full 9 76
  • 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.

]]>
  • 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.

]]> Expert: Michael Frazis - Why I sold Nvidia Expert: Michael Frazis - Why I sold Nvidia Mon, 08 Jul 2024 18:00:41 GMT 45:39 66863aaa04b201dd34650418 false https://shows.acast.com/equity-mates/episodes/michael-frazis-why-sold-nvidia 66863aaa04b201dd34650418 8c560a52-84ff-4b06-b819-f4e9bd6e85ef michael-frazis-why-sold-nvidia full 9 75 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> <![CDATA[Having enough for retirement, mixed inflation news & the power of Renaissance Technologies]]> Sun, 07 Jul 2024 19:05:42 GMT 38:32 6685cbb7e091a56d49c1f437 false https://shows.acast.com/equity-mates/episodes/news-views-book-club-jim-simons-community-address-anxiety-ar 6685cbb7e091a56d49c1f437 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-views-book-club-jim-simons-community-address-anxiety-ar full 9 74 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Expert: James Abela - How you can spot the next global future leader | Fidelity Global Future Leaders Fund Expert: James Abela - How you can spot the next global future leader | Fidelity Global Future Leaders Fund Thu, 04 Jul 2024 18:00:11 GMT 38:08 66557aae05d9ed0012f299c2 false https://shows.acast.com/equity-mates/episodes/james-abela-fidelity-global-future-leaders-fund 66557aae05d9ed0012f299c2 8c560a52-84ff-4b06-b819-f4e9bd6e85ef james-abela-fidelity-global-future-leaders-fund full 9 73 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Super Micro Computer: First you buy Nvidia, then you buy Super Micro Super Micro Computer: First you buy Nvidia, then you buy Super Micro Wed, 03 Jul 2024 18:00:27 GMT 37:20 66779f3d3911fa0012ea3503 false https://shows.acast.com/equity-mates/episodes/super-micro-computer-first-you-buy-nvidia-then-you-buy-super 66779f3d3911fa0012ea3503 8c560a52-84ff-4b06-b819-f4e9bd6e85ef super-micro-computer-first-you-buy-nvidia-then-you-buy-super full 9 72 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Buy or Sell ETF Edition: Andrew Wielandt - Nasdaq 100, Cybersecurity, Quality Buy or Sell ETF Edition: Andrew Wielandt - Nasdaq 100, Cybersecurity, Quality Mon, 01 Jul 2024 18:00:23 GMT 24:01 6678e67e0d98a900127e2ee9 false https://shows.acast.com/equity-mates/episodes/andrew-whiteland-etf-whisperer 6678e67e0d98a900127e2ee9 8c560a52-84ff-4b06-b819-f4e9bd6e85ef andrew-whiteland-etf-whisperer full 9 71 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Zip: Is it back? | Company Deep Dive Zip: Is it back? | Company Deep Dive Sun, 30 Jun 2024 18:00:00 GMT 42:04 6677a2360d98a900125aecc5 false https://shows.acast.com/equity-mates/episodes/zip-is-it-back-company-deep-dive 6677a2360d98a900125aecc5 8c560a52-84ff-4b06-b819-f4e9bd6e85ef zip-is-it-back-company-deep-dive full 9 70 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Expert: Claire Smith - Bryce is on the hunt for a private equity manager Expert: Claire Smith - Bryce is on the hunt for a private equity manager Thu, 27 Jun 2024 18:00:22 GMT 44:05 665ec7adfda5a500126360e6 false https://shows.acast.com/equity-mates/episodes/private-equity-claire-smith-schroders 665ec7adfda5a500126360e6 8c560a52-84ff-4b06-b819-f4e9bd6e85ef private-equity-claire-smith-schroders full 9 69 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Eli Lilly: The greatest drug of all time? | Company Deep Dive Eli Lilly: The greatest drug of all time? | Company Deep Dive Wed, 26 Jun 2024 18:00:08 GMT 41:03 66779a5eb38fec0011a4afad false https://shows.acast.com/equity-mates/episodes/eli-lilly-the-greatest-drug-of-all-time-company-deep-dive 66779a5eb38fec0011a4afad 8c560a52-84ff-4b06-b819-f4e9bd6e85ef eli-lilly-the-greatest-drug-of-all-time-company-deep-dive full 9 68 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Expert: Tim Samway - The new frontier of private equity Expert: Tim Samway - The new frontier of private equity Mon, 24 Jun 2024 18:00:31 GMT 37:08 666b8ae4fc8fc300124be737 false https://shows.acast.com/equity-mates/episodes/tim-samway 666b8ae4fc8fc300124be737 8c560a52-84ff-4b06-b819-f4e9bd6e85ef tim-samway full 9 67 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Audinate: Is it a buying opportunity at these levels? | Company deep dive Audinate: Is it a buying opportunity at these levels? | Company deep dive Sun, 23 Jun 2024 18:00:29 GMT 25:55 6673c0fed51efba9c8611985 false https://shows.acast.com/equity-mates/episodes/audinate-is-it-a-buying-opportunity-at-these-levels-company- 6673c0fed51efba9c8611985 8c560a52-84ff-4b06-b819-f4e9bd6e85ef audinate-is-it-a-buying-opportunity-at-these-levels-company- full 9 66 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Catapult: Dominating sports analytics - how big can it get? | Company deep dive Catapult: Dominating sports analytics - how big can it get? | Company deep dive Wed, 19 Jun 2024 18:00:00 GMT 54:49 665d5eb3800799001253d8db false https://shows.acast.com/equity-mates/episodes/catapult-every-sports-person-you-love-wears-this 665d5eb3800799001253d8db 8c560a52-84ff-4b06-b819-f4e9bd6e85ef catapult-every-sports-person-you-love-wears-this full 9 65 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Ask An Adviser: Bryce saved $900 getting personal insurance advice w/ Phil Thompson Ask An Adviser: Bryce saved $900 getting personal insurance advice w/ Phil Thompson Mon, 17 Jun 2024 18:00:41 GMT 44:56 66605caa5259600012a4432e false https://shows.acast.com/equity-mates/episodes/ask-an-advisor-bryce-saved-900-getting-personal-insurance-ad 66605caa5259600012a4432e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ask-an-advisor-bryce-saved-900-getting-personal-insurance-ad full 9 64 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> <![CDATA[Tesla: "It's on a path" to grow 300% by 2030 | Company deep dive]]> Sun, 16 Jun 2024 18:00:39 GMT 46:26 665d353180079900124a8c49 false https://shows.acast.com/equity-mates/episodes/tesla-slowing-car-maker-or-accelerating-tech-leader 665d353180079900124a8c49 8c560a52-84ff-4b06-b819-f4e9bd6e85ef tesla-slowing-car-maker-or-accelerating-tech-leader full 9 63 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:


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?


Want more Equity 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.

]]> 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:


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?


Want more Equity 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.

]]> Droneshield: 255% year-to-date - this company is flying | Company Deep Dive Droneshield: 255% year-to-date - this company is flying | Company Deep Dive Wed, 12 Jun 2024 18:00:36 GMT 40:09 665d151217916d0011f6e1a8 false https://shows.acast.com/equity-mates/episodes/droneshield-188-year-to-date-this-company-is-flying-company- 665d151217916d0011f6e1a8 8c560a52-84ff-4b06-b819-f4e9bd6e85ef droneshield-188-year-to-date-this-company-is-flying-company- full 9 62 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Buy or Sell: Lucas Goode - Xero, NextDC, Brainchip, Cettire + more Buy or Sell: Lucas Goode - Xero, NextDC, Brainchip, Cettire + more Mon, 10 Jun 2024 18:00:06 GMT 25:22 665d6a8df7a58d0012dd290c false https://shows.acast.com/equity-mates/episodes/buy-or-sell-lucas-podcast-youtube-gary-youtube 665d6a8df7a58d0012dd290c 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-or-sell-lucas-podcast-youtube-gary-youtube full 9 61 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Disney: Investing ride of a lifetime or time to get off? | Company Deep Dive Disney: Investing ride of a lifetime or time to get off? | Company Deep Dive Sun, 09 Jun 2024 18:00:19 GMT 38:08 665bb93f650f0e00114e5bfd false https://shows.acast.com/equity-mates/episodes/disney-investing-ride-of-a-lifetime-or-time-to-get-off-compa 665bb93f650f0e00114e5bfd 8c560a52-84ff-4b06-b819-f4e9bd6e85ef disney-investing-ride-of-a-lifetime-or-time-to-get-off-compa full 9 60 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> How much super should I have at my age? How to stay on track | Vanguard Super Retirement Series How much super should I have at my age? How to stay on track | Vanguard Super Retirement Series Thu, 06 Jun 2024 18:00:17 GMT 33:51 664d5ab4ef9f8200123c6da6 false https://shows.acast.com/equity-mates/episodes/vanguard-retirement-series-episode-3-through-the-ages 664d5ab4ef9f8200123c6da6 8c560a52-84ff-4b06-b819-f4e9bd6e85ef vanguard-retirement-series-episode-3-through-the-ages full 9 59 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: 


—------


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?


Want more Equity 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.

]]> 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: 


—------


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?


Want more Equity 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.

]]> Expert: Aidan Geysen - 4 key criteria for choosing the right super fund | Vanguard Super Retirement Series Expert: Aidan Geysen - 4 key criteria for choosing the right super fund | Vanguard Super Retirement Series Tue, 04 Jun 2024 18:00:25 GMT 37:29 664d3ab9ef9f82001235b871 false https://shows.acast.com/equity-mates/episodes/vanguard-retirement-series-expert-aidan-geysen-for-one-the-e 664d3ab9ef9f82001235b871 8c560a52-84ff-4b06-b819-f4e9bd6e85ef vanguard-retirement-series-expert-aidan-geysen-for-one-the-e full 9 58 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: 

—------


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?


Want more Equity 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.

]]> 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: 

—------


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?


Want more Equity 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.

]]> Are you wasting 11% of your salary? | Vanguard Super Retirement Series Are you wasting 11% of your salary? | Vanguard Super Retirement Series Sun, 02 Jun 2024 18:00:44 GMT 32:11 664d4a33ef9f820012392de8 false https://shows.acast.com/equity-mates/episodes/vanguard-retirement-series-ep-1 664d4a33ef9f820012392de8 8c560a52-84ff-4b06-b819-f4e9bd6e85ef vanguard-retirement-series-ep-1 full 9 57 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Guzman y Gomez is going public: We speak to co-CEOs Steven Marks and Hilton Brett Guzman y Gomez is going public: We speak to co-CEOs Steven Marks and Hilton Brett Sat, 01 Jun 2024 22:01:43 GMT 59:33 6659331d9d40490012cc454f false https://shows.acast.com/equity-mates/episodes/guzman-y-gomez-is-going-public 6659331d9d40490012cc454f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef guzman-y-gomez-is-going-public full 9 56 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: 


—------


Have an investing question?


Want more Equity 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.

]]> 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: 


—------


Have an investing question?


Want more Equity 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.

]]> Uncovered: Protecting brains of stroke patients - Argenica Therapeutics Uncovered: Protecting brains of stroke patients - Argenica Therapeutics Thu, 30 May 2024 18:00:15 GMT 28:25 661e296df57c7d0016b34617 false https://shows.acast.com/equity-mates/episodes/uncovered-argenica-therapeutics 661e296df57c7d0016b34617 8c560a52-84ff-4b06-b819-f4e9bd6e85ef uncovered-argenica-therapeutics full 9 55 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?


—------


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.

]]> 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?


—------


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.

]]> <![CDATA[Ren (tries to) solve the housing crisis, Pimp my Portfolio & the saga of Paramount Global]]> Wed, 29 May 2024 18:00:20 GMT 41:35 66564c551947990012442077 false https://shows.acast.com/equity-mates/episodes/news-views-pimp-my-portfolio-luke-6-book-club-paramount-glob 66564c551947990012442077 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-views-pimp-my-portfolio-luke-6-book-club-paramount-glob full 9 54 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:


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?


Want more Equity 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.

]]> 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:


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?


Want more Equity 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.

]]> <![CDATA[Ask an Adviser: In the room with Glen Hare & a real client]]> Mon, 27 May 2024 18:00:14 GMT 38:37 6618655d56e0820016c66bb7 false https://shows.acast.com/equity-mates/episodes/glen-hare-fox-hare-emily-case-study 6618655d56e0820016c66bb7 8c560a52-84ff-4b06-b819-f4e9bd6e85ef glen-hare-fox-hare-emily-case-study full 9 53 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?


Want more Equity 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.

]]> 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


—------


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Want more Equity Mates?


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


—------


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.

]]> <![CDATA[Nvidia earnings, is it time to buy Tesla & with the Yen so low, should we invest in Japan?]]> Sun, 26 May 2024 19:58:06 GMT 36:37 664fb4a5d73ed10012b688d1 false https://shows.acast.com/equity-mates/episodes/news-views-mr-beat-up-stocks-that-are-down-but-not-out-commu 664fb4a5d73ed10012b688d1 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-views-mr-beat-up-stocks-that-are-down-but-not-out-commu full 9 52 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Expert: Sam Gordon - How to find suburbs poised for growth Expert: Sam Gordon - How to find suburbs poised for growth Thu, 23 May 2024 18:00:09 GMT 30:47 6646f7526a0bf4001297802c false https://shows.acast.com/equity-mates/episodes/expert-sam-gordon-how-to-find-suburbs-poised-for-growth 6646f7526a0bf4001297802c 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-sam-gordon-how-to-find-suburbs-poised-for-growth full 9 51 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:


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Thank you to Australian Property Scout for sponsoring this episode. Their support helps keep all of our content free.


—------


Have an investing question?


Want more Equity Mates?


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


—------


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.

]]> 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:


—------


Thank you to Australian Property Scout for sponsoring this episode. Their support helps keep all of our content free.


—------


Have an investing question?


Want more Equity 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. 


—------


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.

]]> Industry Deep Dive: Healthcare - Double the size of supermarkets, none of the hype Industry Deep Dive: Healthcare - Double the size of supermarkets, none of the hype Wed, 22 May 2024 18:00:54 GMT 44:19 664c40f3ef9f820012feb566 false https://shows.acast.com/equity-mates/episodes/industry-deep-dive-healthcare-double-the-size-of-supermarket 664c40f3ef9f820012feb566 8c560a52-84ff-4b06-b819-f4e9bd6e85ef industry-deep-dive-healthcare-double-the-size-of-supermarket full 9 50 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> <![CDATA[Buy or Sell: Roger Montgomery - Nick Scali, Megaport, NovoNordisk & more]]> Mon, 20 May 2024 18:00:35 GMT 31:05 664931bb2b731500121b814d false https://shows.acast.com/equity-mates/episodes/buy-or-sell-roger-montgomery-nick-scali-megaport-novonordisk 664931bb2b731500121b814d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-or-sell-roger-montgomery-nick-scali-megaport-novonordisk full 9 49 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> <![CDATA[COVID stocks that haven't recovered (yet?), Pimp my portfolio & should I invest in gold?]]> Sun, 19 May 2024 18:00:51 GMT 31:23 6646926dacd364001232c2b5 false https://shows.acast.com/equity-mates/episodes/covid-stocks-that-havent-recovered-yet-pimp-my-portfolio-sho 6646926dacd364001232c2b5 8c560a52-84ff-4b06-b819-f4e9bd6e85ef covid-stocks-that-havent-recovered-yet-pimp-my-portfolio-sho full 9 48 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?


Want more Equity 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.

]]> 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?


Want more Equity 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.

]]> Expert: Catriona Burns - Investing in AI outside the Big 7 | Wilson Asset Management Expert: Catriona Burns - Investing in AI outside the Big 7 | Wilson Asset Management Thu, 16 May 2024 18:00:27 GMT 31:57 6633f7979ddc270013b966d9 false https://shows.acast.com/equity-mates/episodes/wam-catriona-burns-global-equity-markets 6633f7979ddc270013b966d9 8c560a52-84ff-4b06-b819-f4e9bd6e85ef wam-catriona-burns-global-equity-markets full 9 47 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? 


—------


Want more Equity Mates:


—------


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, sea and community. We pay 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.

]]> 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? 


—------


Want more Equity Mates:


—------


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, sea and community. We pay 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.

]]> <![CDATA[Ask an Adviser: Dylan Pargiter-Green - When can I retire, is private school worth it & screwing up in your 30s]]> Wed, 15 May 2024 18:00:42 GMT 41:58 6642e91b99027c0012ef0e08 false https://shows.acast.com/equity-mates/episodes/ask-an-advisor-dylan-pargiter-green-when-can-i-retire-is-pri 6642e91b99027c0012ef0e08 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ask-an-advisor-dylan-pargiter-green-when-can-i-retire-is-pri full 7 46 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? 


—------


Want more Equity 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.

]]> 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? 


—------


Want more Equity 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.

]]> Expert: Dion Hershan - Avoid the Mundane 7 | Yarra Capital Expert: Dion Hershan - Avoid the Mundane 7 | Yarra Capital Mon, 13 May 2024 18:00:55 GMT 32:45 6615ae4becab3b0016213e79 false https://shows.acast.com/equity-mates/episodes/yarra-capital-dion-hershan 6615ae4becab3b0016213e79 8c560a52-84ff-4b06-b819-f4e9bd6e85ef yarra-capital-dion-hershan full 9 45 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?


—------


Want more Equity Mates:


—------


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. 


—------


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.

]]> 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?


—------


Want more Equity Mates:


—------


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. 


—------


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.

]]> <![CDATA[Woolworths 4 day workweek, Pimp my Portfolio & small tech stocks are back]]> Sun, 12 May 2024 18:00:31 GMT 36:28 663fcab22f1d3d0012e695a2 false https://shows.acast.com/equity-mates/episodes/woolworths-4-day-workweek-pimp-my-portfolio-small-tech-stock 663fcab22f1d3d0012e695a2 8c560a52-84ff-4b06-b819-f4e9bd6e85ef woolworths-4-day-workweek-pimp-my-portfolio-small-tech-stock full 9 44 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? 


—------


Want more Equity 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.

]]> 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? 


—------


Want more Equity 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.

]]> <![CDATA[Bonus: Meshel Laurie - The world's first AI news show]]> Thu, 09 May 2024 18:00:13 GMT 37:43 662875dd33dbf400129d0518 false https://shows.acast.com/equity-mates/episodes/meshel-laurie-on-equity-mates 662875dd33dbf400129d0518 8c560a52-84ff-4b06-b819-f4e9bd6e85ef meshel-laurie-on-equity-mates full 9 43 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: 


—------


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.

]]> 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: 


—------


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.

]]> <![CDATA[Highlights from Berkshire Hathaway, Apple’s record buyback & crypto’s record price]]> Wed, 08 May 2024 18:00:03 GMT 32:29 66398c992f30550012d98a49 false https://shows.acast.com/equity-mates/episodes/apple-berkshire-coinbase-block 66398c992f30550012d98a49 8c560a52-84ff-4b06-b819-f4e9bd6e85ef apple-berkshire-coinbase-block full 9 42 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: 


—------


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.

]]> 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: 


—------


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.

]]> <![CDATA[Buy or Sell: Adam Keily with Scott Phillips - Qantas, Pilbara, Cochlear & more]]> Mon, 06 May 2024 18:00:30 GMT 30:46 66386e8747c2cb0012bc6e74 false https://shows.acast.com/equity-mates/episodes/buy-or-sell-adam-keily-with-scott-phillips-qantas-pilbara-co 66386e8747c2cb0012bc6e74 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-or-sell-adam-keily-with-scott-phillips-qantas-pilbara-co full 9 41 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:


—------


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.

]]> 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:


—------


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.

]]> <![CDATA[Snapchat and Spotify are back, Bonza isn't & Pimp my Portfolio returns ]]> Sun, 05 May 2024 18:00:07 GMT 27:08 66332ae3a1879e0012f06a42 false https://shows.acast.com/equity-mates/episodes/news-highlights-from-earnings-season-pmp-dawesy-3 66332ae3a1879e0012f06a42 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-highlights-from-earnings-season-pmp-dawesy-3 full 9 40 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: 


—------


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.

]]> 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: 


—------


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.

]]> Uncovered: Sparc Technologies - 3 big decarbonisation bets Uncovered: Sparc Technologies - 3 big decarbonisation bets Thu, 02 May 2024 18:00:48 GMT 44:07 66160ee1dd3b8b00173a3825 false https://shows.acast.com/equity-mates/episodes/uncovered-sparc-technologies 66160ee1dd3b8b00173a3825 8c560a52-84ff-4b06-b819-f4e9bd6e85ef uncovered-sparc-technologies full 9 39 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.

]]> 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.

]]> <![CDATA[Lessons on valuation, Pimp my portfolio & is the stock market predictable long term?]]> Wed, 01 May 2024 18:00:10 GMT 33:04 66276595d1e6af0012892797 false https://shows.acast.com/equity-mates/episodes/news-the-stock-market-is-predictable-long-term-book-club-asw 66276595d1e6af0012892797 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-the-stock-market-is-predictable-long-term-book-club-asw full 9 38 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:


Resources discussed: 


—------


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.

]]> 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:


Resources discussed: 


—------


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.

]]> Expert: Professor Scott Galloway - The formula for building wealth Expert: Professor Scott Galloway - The formula for building wealth Mon, 29 Apr 2024 18:00:16 GMT 46:36 66294cc5b878830012138dad false https://shows.acast.com/equity-mates/episodes/expert-professor-scott-galloway-the-formula-for-building-wea 66294cc5b878830012138dad 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-professor-scott-galloway-the-formula-for-building-wea full 9 37 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: 


—------


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.

]]> 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: 


—------


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.

]]> <![CDATA[Why companies die but indexes are forever, Pimp my portfolio & ETF overlap]]> Sun, 28 Apr 2024 18:00:20 GMT 28:10 66274dc7fd63ca00124f5b4a false https://shows.acast.com/equity-mates/episodes/news-companies-die-indexes-are-forever-community-q-etf-overl 66274dc7fd63ca00124f5b4a 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-companies-die-indexes-are-forever-community-q-etf-overl full 9 36 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: 


—------


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.

]]> 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: 


—------


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.

]]> <![CDATA[Expert: Cameron Blanks - Secrets of Australasia's largest private equity fund | Pacific Equity Partners]]> Thu, 25 Apr 2024 20:00:39 GMT 33:06 662a3dc0a1c8cf00126e6171 false https://shows.acast.com/equity-mates/episodes/expert-cameron-blanks-secrets-of-australasias-biggest-privat 662a3dc0a1c8cf00126e6171 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-cameron-blanks-secrets-of-australasias-biggest-privat full 9 35 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.

]]> 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.

]]> Industry Deep Dive: Sports Betting - 5 years after US legalisation, who is winning? Industry Deep Dive: Sports Betting - 5 years after US legalisation, who is winning? Wed, 24 Apr 2024 21:37:35 GMT 29:10 6627348efd63ca00124ace66 false https://shows.acast.com/equity-mates/episodes/industry-deep-dive-sports-betting-5-years-after-legalisation 6627348efd63ca00124ace66 8c560a52-84ff-4b06-b819-f4e9bd6e85ef industry-deep-dive-sports-betting-5-years-after-legalisation full 9 34 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: 


—------


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.

]]> 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: 


—------


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.

]]> <![CDATA[Expert: Roger Montgomery - 5 stocks he's buying today ]]> Mon, 22 Apr 2024 21:34:04 GMT 49:31 6614ffbcbcd88900169ae903 false https://shows.acast.com/equity-mates/episodes/roger-montgomery-2024 6614ffbcbcd88900169ae903 8c560a52-84ff-4b06-b819-f4e9bd6e85ef roger-montgomery-2024 full 9 33 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:


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.

]]> 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:


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.

]]> <![CDATA[We're celebrating 1,000 episodes!]]> Sun, 21 Apr 2024 20:00:19 GMT 28:58 66217c5e57b80d00128e3daa false https://shows.acast.com/equity-mates/episodes/were-celebrating-1000-episodes 66217c5e57b80d00128e3daa 8c560a52-84ff-4b06-b819-f4e9bd6e85ef were-celebrating-1000-episodes full 9 32 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.

]]> 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.

]]> Welcome to Equity Mates Investing! Welcome to Equity Mates Investing! Fri, 19 Apr 2024 00:14:04 GMT 2:51 6620d0529b31ee00122c0089 false https://shows.acast.com/equity-mates/episodes/welcome-to-equity-mates-investing 6620d0529b31ee00122c0089 8c560a52-84ff-4b06-b819-f4e9bd6e85ef welcome-to-equity-mates-investing trailer 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.

]]> 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.

]]> Uncovered: Hazer Group - A new way to make clean hydrogen Uncovered: Hazer Group - A new way to make clean hydrogen Thu, 18 Apr 2024 18:00:54 GMT 37:07 660b959b777ab800163b8a72 false https://shows.acast.com/equity-mates/episodes/uncovered-hazer-group 660b959b777ab800163b8a72 8c560a52-84ff-4b06-b819-f4e9bd6e85ef uncovered-hazer-group full 9 31 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.

]]> 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.

]]> <![CDATA[Adam Dawes joins for Pimp my Portfolio, TikTok's worst advice pt.2 & meet Channel 10's new (potential) owner]]> Wed, 17 Apr 2024 18:04:11 GMT 37:46 661e4064daf4c300176799d6 false https://shows.acast.com/equity-mates/episodes/adam-dawes-pimp-my-portfolio 661e4064daf4c300176799d6 8c560a52-84ff-4b06-b819-f4e9bd6e85ef adam-dawes-pimp-my-portfolio full 9 30 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: 


—------


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.

]]> 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: 


—------


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.

]]> <![CDATA[Live: Ask an Adviser with Glen Hare - Property, Superannuation, Brokers, Insurance & more]]> Mon, 15 Apr 2024 18:00:39 GMT 1:05:16 66185030401be90017adf67a false https://shows.acast.com/equity-mates/episodes/glen-hare-fox-hare-live-show 66185030401be90017adf67a 8c560a52-84ff-4b06-b819-f4e9bd6e85ef glen-hare-fox-hare-live-show full 9 29 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: 


—------


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.

]]> 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: 


—------


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.

]]> <![CDATA[Australia's Dividend Darlings, don't expect rate cuts soon & where we find information]]> Sun, 14 Apr 2024 18:00:08 GMT 26:50 66183e63eef74500152b948c false https://shows.acast.com/equity-mates/episodes/australias-dividend-darlings 66183e63eef74500152b948c 8c560a52-84ff-4b06-b819-f4e9bd6e85ef australias-dividend-darlings full 9 28 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: 


—------


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.

]]> 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: 


—------


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.

]]> Expert: Joe Wright - Three ways to invest in resources | Airlie Funds Management Expert: Joe Wright - Three ways to invest in resources | Airlie Funds Management Thu, 11 Apr 2024 18:00:03 GMT 33:16 6614d69c7105ec0016675b12 false https://shows.acast.com/equity-mates/episodes/expert-joe-wright-three-ways-to-invest-in-resources-airlie-f 6614d69c7105ec0016675b12 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-joe-wright-three-ways-to-invest-in-resources-airlie-f full 9 27 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.

]]> 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.

]]> <![CDATA[TikTok's worst financial advice, Pimp my Portfolio & the pros and cons of music royalties]]> Wed, 10 Apr 2024 18:00:54 GMT 38:32 661518682178ca00168c3806 false https://shows.acast.com/equity-mates/episodes/news-views-musical-catalogues-pimp-my-portfolio-not-financia 661518682178ca00168c3806 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-views-musical-catalogues-pimp-my-portfolio-not-financia full 9 26 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: 


—------


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.

]]> 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: 


—------


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.

]]> Buy or Sell with Adam Keily and Adam Dawes Buy or Sell with Adam Keily and Adam Dawes Mon, 08 Apr 2024 18:00:37 GMT 32:59 6613609db0ea790016d526a1 false https://shows.acast.com/equity-mates/episodes/buy-or-sell-with-adam-keily-and-adam-dawes 6613609db0ea790016d526a1 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-or-sell-with-adam-keily-and-adam-dawes full 9 25 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.

]]> 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.

]]> <![CDATA[Move over Magnificent 7, meet the Magnificent 11, Bryce’s small cap investment & Compounding continued]]> Sun, 07 Apr 2024 18:00:10 GMT 36:24 660e4903acbcaf00175393dd false https://shows.acast.com/equity-mates/episodes/news-views-destiny-xyz-bryce-fairlight-granolas-community-qu 660e4903acbcaf00175393dd 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-views-destiny-xyz-bryce-fairlight-granolas-community-qu full 9 24 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: 


—------


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.

]]> 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: 


—------


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.

]]> <![CDATA[A Truth Social conspiracy, Pimp my Portfolio & the business of Champagne]]> Wed, 03 Apr 2024 18:45:10 GMT 35:45 660b7f7157a9a80016a26cc5 false https://shows.acast.com/equity-mates/episodes/a-truth-social-conspiracy-pimp-my-portfolio-the-business-of- 660b7f7157a9a80016a26cc5 8c560a52-84ff-4b06-b819-f4e9bd6e85ef a-truth-social-conspiracy-pimp-my-portfolio-the-business-of- full 9 23 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: 


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.

]]> 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: 


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.

]]> <![CDATA[Expert: Sam Gordon - Rentvesting, Equity Recycling & what is going on with Aussie property?]]> Mon, 01 Apr 2024 18:30:00 GMT 43:00 65f381b73cf4df0017539869 false https://shows.acast.com/equity-mates/episodes/expert-sam-gordon-rentvesting-equity-recycling-what-is-going 65f381b73cf4df0017539869 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-sam-gordon-rentvesting-equity-recycling-what-is-going full 9 22 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.

]]> 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.

]]> <![CDATA[Lump sum or DCA, the latest on Ozempic & a baby Berkshire?]]> Sun, 31 Mar 2024 18:35:54 GMT 30:16 660360778eb96d0015b441d5 false https://shows.acast.com/equity-mates/episodes/news-views-ozempic-ren-stock-pitch-invest-lump-sum-or-dca 660360778eb96d0015b441d5 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-views-ozempic-ren-stock-pitch-invest-lump-sum-or-dca full 9 21 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: 


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.

]]> 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: 


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.

]]> <![CDATA[Expert: Ben McVicar & Jowell Amores - Infrastructure: Invest in where the world is going]]> Thu, 28 Mar 2024 18:40:36 GMT 45:50 65f36f8554a27c00162205a4 false https://shows.acast.com/equity-mates/episodes/expert-ben-mcvicar-jowell-amores-infrastructure-invest-in-wh 65f36f8554a27c00162205a4 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-ben-mcvicar-jowell-amores-infrastructure-invest-in-wh full 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: 


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.

]]> 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: 


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.

]]> <![CDATA[Super-for-Housing 🤮, Pimp my Portfolio 💰 & investing in India 🇮🇳]]> Wed, 27 Mar 2024 18:50:32 GMT 39:54 660355c44b688d001612a725 false https://shows.acast.com/equity-mates/episodes/news-views-super-for-housing-policy-pimp-my-portfolio-commun 660355c44b688d001612a725 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-views-super-for-housing-policy-pimp-my-portfolio-commun full 9 20 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: 


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 acast.com/privacy for more information.

]]> 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: 


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 acast.com/privacy for more information.

]]> Ask an Advisor: Glen Hare - The most common questions Aussies are asking advisors Ask an Advisor: Glen Hare - The most common questions Aussies are asking advisors Mon, 25 Mar 2024 18:40:39 GMT 40:02 65fccc20995e830016bc6620 false https://shows.acast.com/equity-mates/episodes/ask-an-advisor-glen-hare-the-most-common-questions-aussies-a 65fccc20995e830016bc6620 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ask-an-advisor-glen-hare-the-most-common-questions-aussies-a full 9 19 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: 


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.

]]> 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: 


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.

]]> <![CDATA[Interest rate expectations, supermarket inquiries & ASX 200 rebalance - who's in, who's out? ]]> Sun, 24 Mar 2024 18:43:00 GMT 34:06 65fcc82a4538810017d1db0e false https://shows.acast.com/equity-mates/episodes/interest-rate-expectations-supermarket-enquiries-asx-200-reb 65fcc82a4538810017d1db0e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef interest-rate-expectations-supermarket-enquiries-asx-200-reb full 9 18 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: 


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.

]]> 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: 


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.

]]> Expert: Kerry Craig - Portfolio construction and beating home country bias | JP Morgan Asset Management Expert: Kerry Craig - Portfolio construction and beating home country bias | JP Morgan Asset Management Thu, 21 Mar 2024 18:30:00 GMT 28:50 65f287a9eef3f0001720fd27 false https://shows.acast.com/equity-mates/episodes/expert-kerry-craig-portfolio-construction-and-beating-home-c 65f287a9eef3f0001720fd27 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-kerry-craig-portfolio-construction-and-beating-home-c full 9 17 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: 


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 Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> 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: 


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 Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The magic of compounding, Speccy Magee returns & when does Boeing become a good investment?]]> Wed, 20 Mar 2024 18:50:00 GMT 31:02 65f9d87b22015900178ce960 false https://shows.acast.com/equity-mates/episodes/news-views-community-question-speccy-magee 65f9d87b22015900178ce960 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-views-community-question-speccy-magee full 9 16 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: 


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.

]]> 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: 


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.

]]> Buy or Sell: Adam Keily with Andrew Page Buy or Sell: Adam Keily with Andrew Page Mon, 18 Mar 2024 19:00:45 GMT 27:52 65f28805eef3f00017210b5d false https://shows.acast.com/equity-mates/episodes/buy-or-sell-andrew-page 65f28805eef3f00017210b5d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-or-sell-andrew-page full 9 15 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.

]]> 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.

]]> <![CDATA[Top 5 ASX stocks of the past 10 years, TikTok, Temu & Shein make news & a crypto market update]]> Sun, 17 Mar 2024 18:30:00 GMT 35:40 65f2b45ca709f7001615cb0f false https://shows.acast.com/equity-mates/episodes/top-5-asx-stocks-of-the-past-10-years-tiktok-temu-shein-make 65f2b45ca709f7001615cb0f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef top-5-asx-stocks-of-the-past-10-years-tiktok-temu-shein-make full 7 14 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: 


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.

]]> 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: 


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.

]]> <![CDATA[Switching brokers, terrible financial advice & has Bryce beaten the market?]]> Wed, 13 Mar 2024 19:00:19 GMT 30:38 65f0b0995449c4001623d229 false https://shows.acast.com/equity-mates/episodes/switching-brokers-terrible-financial-advice-has-bryce-beaten 65f0b0995449c4001623d229 8c560a52-84ff-4b06-b819-f4e9bd6e85ef switching-brokers-terrible-financial-advice-has-bryce-beaten full 9 13 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: 


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:


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.

]]> 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: 


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:


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.

]]> Expert: Aswath Damodaran - Valuation 101: Every number tells a story Expert: Aswath Damodaran - Valuation 101: Every number tells a story Mon, 11 Mar 2024 19:00:06 GMT 42:56 65d97a17f624bd0017b7a1e4 false https://shows.acast.com/equity-mates/episodes/expert-aswath-damodaran-valuation-101-every-number-tells-a-s 65d97a17f624bd0017b7a1e4 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-aswath-damodaran-valuation-101-every-number-tells-a-s full 9 12 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:


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.

]]> 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:


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.

]]> <![CDATA[Pimp my portfolio returns, 2024's hottest commodity & we review Same as Ever by Morgan Housel]]> Sun, 10 Mar 2024 19:00:21 GMT 40:31 65e020f643c90a00163464d4 false https://shows.acast.com/equity-mates/episodes/pimp-my-portfolio-returns-2024s-hottest-commodity-we-review- 65e020f643c90a00163464d4 8c560a52-84ff-4b06-b819-f4e9bd6e85ef pimp-my-portfolio-returns-2024s-hottest-commodity-we-review- full 9 11 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:


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:


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.

]]> 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:


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:


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.

]]> <![CDATA[7 takeaways from Buffett letter, Reddit's IPO & a question on share registries]]> Wed, 06 Mar 2024 19:00:35 GMT 33:33 65e0418e7fa4600016a81005 false https://shows.acast.com/equity-mates/episodes/7-takeaways-from-buffett-letter-reddits-ipo-a-question-on-sh 65e0418e7fa4600016a81005 8c560a52-84ff-4b06-b819-f4e9bd6e85ef 7-takeaways-from-buffett-letter-reddits-ipo-a-question-on-sh full 9 10 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:


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:


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.

]]> 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:


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:


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.

]]> <![CDATA[Ask An Adviser: Phil Thompson - You'll never think about insurance the same ]]> Mon, 04 Mar 2024 19:00:36 GMT 36:49 65d9620aefcf5f0016127d94 false https://shows.acast.com/equity-mates/episodes/ask-an-advisor-phil-thompson-youll-never-think-about-insuran 65d9620aefcf5f0016127d94 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ask-an-advisor-phil-thompson-youll-never-think-about-insuran full 9 9 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:


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.

]]> 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:


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.

]]> <![CDATA[Pimp my Portfolio, two investor letters & what do UGG and Hoka have in common?]]> Sun, 03 Mar 2024 19:00:16 GMT 35:24 65d851040276f60016ef6991 false https://shows.acast.com/equity-mates/episodes/pimp-my-portfolio-two-investor-letters-what-do-ugg-and-hoka- 65d851040276f60016ef6991 8c560a52-84ff-4b06-b819-f4e9bd6e85ef pimp-my-portfolio-two-investor-letters-what-do-ugg-and-hoka- full 9 8 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:


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:


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.

]]> 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:


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:


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.

]]> Uncovered: Emyria - Bringing psychedelic-assisted therapies to Australia Uncovered: Emyria - Bringing psychedelic-assisted therapies to Australia Thu, 29 Feb 2024 19:00:37 GMT 33:48 65d82e3af624bd00177d8cae false https://shows.acast.com/equity-mates/episodes/uncovered-emyria-bringing-psychedelic-assisted-therapies-to- 65d82e3af624bd00177d8cae 8c560a52-84ff-4b06-b819-f4e9bd6e85ef uncovered-emyria-bringing-psychedelic-assisted-therapies-to- full 9 7 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:


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.

]]> 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:


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.

]]> <![CDATA[Ren's 2024 portfolio, ETF question & expert stock pitch: Australian Financial Group]]> Wed, 28 Feb 2024 19:00:00 GMT 27:09 65d82cab4393e500169a364e false https://shows.acast.com/equity-mates/episodes/rens-2024-portfolio-etf-question-expert-stock-pitch-australi 65d82cab4393e500169a364e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef rens-2024-portfolio-etf-question-expert-stock-pitch-australi full 9 6 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:


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:


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.

]]> 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:


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:


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.

]]> Buy or Sell: Adam Keily with Julian McCormack Buy or Sell: Adam Keily with Julian McCormack Mon, 26 Feb 2024 19:00:20 GMT 29:59 65dbfa4ba56dd1001633ce9a false https://shows.acast.com/equity-mates/episodes/buy-or-sell-adam-keily-with-julian-mccormack 65dbfa4ba56dd1001633ce9a 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-or-sell-adam-keily-with-julian-mccormack full 9 5 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:


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.

]]> 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:


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.

]]> <![CDATA[Semiconductors beyond Nvidia, Book club is back & introducing: Pimp my Portfolio]]> Sun, 25 Feb 2024 19:00:33 GMT 41:39 65d716390276f60016ba7fc8 false https://shows.acast.com/equity-mates/episodes/semiconductors-beyond-nvidia-book-club-is-back-introducing-p 65d716390276f60016ba7fc8 8c560a52-84ff-4b06-b819-f4e9bd6e85ef semiconductors-beyond-nvidia-book-club-is-back-introducing-p full 9 4 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:


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:


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.

]]> 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:


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:


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.

]]> <![CDATA[Earnings season takeaways, an ASX 10-bagger & community stock idea]]> Wed, 21 Feb 2024 19:00:42 GMT 29:27 65d478e28e81bc00177fa958 false https://shows.acast.com/equity-mates/episodes/earnings-season-takeaways-an-asx-10-bagger-community-stock-i 65d478e28e81bc00177fa958 8c560a52-84ff-4b06-b819-f4e9bd6e85ef earnings-season-takeaways-an-asx-10-bagger-community-stock-i full 9 3 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:


—------


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:


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.

]]> 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:


—------


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:


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.

]]> Expert: Andrew Brown - Bold Predictions for 2024 Expert: Andrew Brown - Bold Predictions for 2024 Mon, 19 Feb 2024 19:00:17 GMT 47:53 65cd9fadfcbe4d0016c4f9bc false https://shows.acast.com/equity-mates/episodes/bold-predictions-andrew-brown 65cd9fadfcbe4d0016c4f9bc 8c560a52-84ff-4b06-b819-f4e9bd6e85ef bold-predictions-andrew-brown full 9 2 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:


—------


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:


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.

]]> 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:


—------


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:


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.

]]> <![CDATA[We're back with our Stock of the Year & Bold Predictions]]> Sun, 18 Feb 2024 19:00:14 GMT 37:29 65ce9f89058bdc0016950fa7 false https://shows.acast.com/equity-mates/episodes/were-back-with-our-stock-of-the-year-bold-predictions 65ce9f89058bdc0016950fa7 8c560a52-84ff-4b06-b819-f4e9bd6e85ef were-back-with-our-stock-of-the-year-bold-predictions full 9 1 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:


—------


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:


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.

]]> 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:


—------


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:


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.

]]> Selling car parts, buying back stock - Autozone | Summer Series Selling car parts, buying back stock - Autozone | Summer Series Wed, 14 Feb 2024 18:00:10 GMT 32:07 65a0c96adea9950016830d18 false https://shows.acast.com/equity-mates/episodes/selling-car-parts-buying-stock-autozone-summer-series 65a0c96adea9950016830d18 8c560a52-84ff-4b06-b819-f4e9bd6e85ef selling-car-parts-buying-stock-autozone-summer-series full 8 12 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 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. See acast.com/privacy for more information.

]]> 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 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. See acast.com/privacy for more information.

]]> Will US fixed mortgage rates lead to a renovation boom? - Lowes | Summer Series Will US fixed mortgage rates lead to a renovation boom? - Lowes | Summer Series Sun, 11 Feb 2024 18:00:15 GMT 37:11 65a0c5123f4b68001672e026 false https://shows.acast.com/equity-mates/episodes/tracey-lowes 65a0c5123f4b68001672e026 8c560a52-84ff-4b06-b819-f4e9bd6e85ef tracey-lowes full 8 11 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 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.

]]> 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 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.

]]> Averaging 26% a year for 17 years, what next? - Mineral Resources | Summer Series Averaging 26% a year for 17 years, what next? - Mineral Resources | Summer Series Wed, 07 Feb 2024 18:00:45 GMT 44:29 65a0c2223f4b6800167252ce false https://shows.acast.com/equity-mates/episodes/fraser-min-res 65a0c2223f4b6800167252ce 8c560a52-84ff-4b06-b819-f4e9bd6e85ef fraser-min-res full 8 10 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 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. See acast.com/privacy for more information.

]]> 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 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. See acast.com/privacy for more information.

]]> <![CDATA[It's all in the name - Corporate Travel Management | Summer Series]]> Sun, 04 Feb 2024 18:00:03 GMT 35:02 659f76aa9dfc44001588d060 false https://shows.acast.com/equity-mates/episodes/its-all-in-the-name-corporate-travel-management-summer-serie 659f76aa9dfc44001588d060 8c560a52-84ff-4b06-b819-f4e9bd6e85ef its-all-in-the-name-corporate-travel-management-summer-serie full 8 9 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 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.

]]> 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 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.

]]> From oil refining to servos - Viva Energy | Summer Series From oil refining to servos - Viva Energy | Summer Series Wed, 31 Jan 2024 18:00:50 GMT 36:43 659f748560548c0018454e90 false https://shows.acast.com/equity-mates/episodes/oscar-oberg-viva-energy 659f748560548c0018454e90 8c560a52-84ff-4b06-b819-f4e9bd6e85ef oscar-oberg-viva-energy full 8 8 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:

  1. Energy & Infrastructure, with a focus on the refinery, which is one of the two refineries in Australia.
  2. Commercial and Industrial, catering to Business-to-Business (B2B) needs, including aviation, maritime, and agricultural sectors.
  3. 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 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.

]]> 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:

  1. Energy & Infrastructure, with a focus on the refinery, which is one of the two refineries in Australia.
  2. Commercial and Industrial, catering to Business-to-Business (B2B) needs, including aviation, maritime, and agricultural sectors.
  3. 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 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.

]]> Designing the AI revolution - Altium | Summer Series Designing the AI revolution - Altium | Summer Series Sun, 28 Jan 2024 18:00:30 GMT 29:33 659f72889dfc440015881949 false https://shows.acast.com/equity-mates/episodes/designing-the-ai-revolution-altium-summer-series 659f72889dfc440015881949 8c560a52-84ff-4b06-b819-f4e9bd6e85ef designing-the-ai-revolution-altium-summer-series full 8 7 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 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.

]]> 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 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.

]]> Riding the boom in aesthetic medicine - InMode | Summer Series Riding the boom in aesthetic medicine - InMode | Summer Series Wed, 24 Jan 2024 18:00:56 GMT 32:20 65811e0df89e9c0016e83a47 false https://shows.acast.com/equity-mates/episodes/introducing-the-treatment-gap-inmode-summer-series 65811e0df89e9c0016e83a47 8c560a52-84ff-4b06-b819-f4e9bd6e85ef introducing-the-treatment-gap-inmode-summer-series full 8 6 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. See acast.com/privacy for more information.

]]> 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. See acast.com/privacy for more information.

]]> The Aussie small cap taking on the tech giants - Dropsuite | Summer Series The Aussie small cap taking on the tech giants - Dropsuite | Summer Series Sun, 21 Jan 2024 18:00:09 GMT 36:04 65811564d8b7d20017a9d02d false https://shows.acast.com/equity-mates/episodes/andrew-page-dropsuite 65811564d8b7d20017a9d02d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef andrew-page-dropsuite full 8 5 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 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.

]]> 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 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.

]]> Australia: the land of the packaging giant - Orora | Summer Series Australia: the land of the packaging giant - Orora | Summer Series Wed, 17 Jan 2024 18:00:54 GMT 33:25 65810d0f2fdc17001771dfca false https://shows.acast.com/equity-mates/episodes/australia-the-land-of-the-packaging-giant-orora-summer-serie 65810d0f2fdc17001771dfca 8c560a52-84ff-4b06-b819-f4e9bd6e85ef australia-the-land-of-the-packaging-giant-orora-summer-serie full 8 4 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 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.

]]> 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 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.

]]> Does Google have any growth left? - Alphabet | Summer Series Does Google have any growth left? - Alphabet | Summer Series Sun, 14 Jan 2024 18:00:34 GMT 48:45 657fdf344f3b550015805f3f false https://shows.acast.com/equity-mates/episodes/does-google-have-any-growth-left-alphabet-summer-series 657fdf344f3b550015805f3f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef does-google-have-any-growth-left-alphabet-summer-series full 8 3 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 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.

]]> 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 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.

]]> Creating a three-sided trucking marketplace - Landstar System | Summer Series Creating a three-sided trucking marketplace - Landstar System | Summer Series Wed, 10 Jan 2024 18:00:57 GMT 34:34 657fd9e9ec32d70017e6f46e false https://shows.acast.com/equity-mates/episodes/connecting-11000-truckers-landstar-system-summer-series 657fd9e9ec32d70017e6f46e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef connecting-11000-truckers-landstar-system-summer-series full 8 2 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 Australian Financial Services Licence 540697.


Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

]]> 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 Australian Financial Services Licence 540697.


Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

]]> Up more than 200% in 2023, what does 2024 hold? - Nvidia | Summer Series Up more than 200% in 2023, what does 2024 hold? - Nvidia | Summer Series Sun, 07 Jan 2024 18:00:30 GMT 34:33 657fd4ea0a2f600016a9cb20 false https://shows.acast.com/equity-mates/episodes/the-2023-stock-of-the-year-nvidia-summer-series 657fd4ea0a2f600016a9cb20 8c560a52-84ff-4b06-b819-f4e9bd6e85ef the-2023-stock-of-the-year-nvidia-summer-series full 8 1 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 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.

]]> 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 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.

]]> We look back at 2023 and reveal the winners of the Equity Mates Awards We look back at 2023 and reveal the winners of the Equity Mates Awards Sun, 17 Dec 2023 19:00:42 GMT 32:42 657bb09218fa3b00164550de false https://shows.acast.com/equity-mates/episodes/we-reveal-our-equity-mates-expert-of-2023-plus-the-year-that 657bb09218fa3b00164550de 8c560a52-84ff-4b06-b819-f4e9bd6e85ef we-reveal-our-equity-mates-expert-of-2023-plus-the-year-that full 7 138 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.

]]> 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.

]]> Expert: Andrew Brown - Bold predictions wrap 2023 Expert: Andrew Brown - Bold predictions wrap 2023 Wed, 13 Dec 2023 18:00:07 GMT 50:57 657943418f98e20016225312 false https://shows.acast.com/equity-mates/episodes/expert-andrew-brown-bold-predictions-wrap-2023 657943418f98e20016225312 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-andrew-brown-bold-predictions-wrap-2023 full 7 137 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.

]]> 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.

]]> We wrap our bold predictions + Who won stock of the year? We wrap our bold predictions + Who won stock of the year? Sun, 10 Dec 2023 18:00:39 GMT 40:52 657508c734c2dd0011202b5f false https://shows.acast.com/equity-mates/episodes/we-wrap-our-bold-predictions-who-won-stock-of-the-year 657508c734c2dd0011202b5f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef we-wrap-our-bold-predictions-who-won-stock-of-the-year full 7 136 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.

]]> 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.

]]> <![CDATA[Expert: Kerry Craig - Interest rates, China, Climate & AI | J.P. Morgan Asset Management ]]> Thu, 07 Dec 2023 18:00:06 GMT 48:30 656fdb4b4030a60011847aa6 false https://shows.acast.com/equity-mates/episodes/expert-kerry-craig-interest-rates-china-climate-ai-jp-morgan 656fdb4b4030a60011847aa6 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-kerry-craig-interest-rates-china-climate-ai-jp-morgan full 7 135 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.

]]> 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.

]]> Ask An Adviser: Jelena Koncar - Debt recycling and one stock for Christmas Ask An Adviser: Jelena Koncar - Debt recycling and one stock for Christmas Wed, 06 Dec 2023 18:00:40 GMT 37:35 656fda871ce7dc0012a85e25 false https://shows.acast.com/equity-mates/episodes/ask-an-advisor-jelena-koncar-debt-recycling-and-one-stock-fo 656fda871ce7dc0012a85e25 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ask-an-advisor-jelena-koncar-debt-recycling-and-one-stock-fo full 7 134 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.

]]> 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.

]]> <![CDATA[Buy or Sell: 10 stocks with Adam Keily & Andrew Brown]]> Mon, 04 Dec 2023 18:00:48 GMT 29:27 656daee14f7d340012d80fc1 false https://shows.acast.com/equity-mates/episodes/buy-or-sell-10-stocks-with-adam-keily-andrew-brown 656daee14f7d340012d80fc1 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-or-sell-10-stocks-with-adam-keily-andrew-brown full 7 133 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.

]]> 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.

]]> <![CDATA[Vale Charlie Munger, Share Registries 101 & Henry Jennings' 5 stocks for Christmas]]> Sun, 03 Dec 2023 18:00:36 GMT 47:22 65693d73b44b8f001200525c false https://shows.acast.com/equity-mates/episodes/vale-charlie-munger-share-registries-101-henry-jennings-5-st 65693d73b44b8f001200525c 8c560a52-84ff-4b06-b819-f4e9bd6e85ef vale-charlie-munger-share-registries-101-henry-jennings-5-st full 7 132 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.

]]> 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.

]]> <![CDATA[Expert: Sam Gordon - What's causing the housing crisis? | Australian Property Scout]]> Thu, 30 Nov 2023 18:00:32 GMT 41:06 656436e5ff691c0012932935 false https://shows.acast.com/equity-mates/episodes/expert-sam-gordon-whats-causing-the-housing-crisis-australia 656436e5ff691c0012932935 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-sam-gordon-whats-causing-the-housing-crisis-australia full 7 131 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.

]]> 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.

]]> <![CDATA[Ask an Adviser: Luke Laretive - Choosing a fund manager & making money in Aussie large caps]]> Wed, 29 Nov 2023 18:00:57 GMT 40:19 6566ce91f7e6aa0012b5a1f9 false https://shows.acast.com/equity-mates/episodes/ask-an-advisor-luke-larative-choosing-a-fund-manager-making- 6566ce91f7e6aa0012b5a1f9 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ask-an-advisor-luke-larative-choosing-a-fund-manager-making- full 7 130 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.

]]> 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.

]]> <![CDATA[Buy or Sell: 10 stocks with Adam Keily & Owen Rask]]> Mon, 27 Nov 2023 18:00:05 GMT 28:27 65641fa2ff691c00128aee7d false https://shows.acast.com/equity-mates/episodes/buy-or-sell-10-stocks-with-adam-keily-owen-rask 65641fa2ff691c00128aee7d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-or-sell-10-stocks-with-adam-keily-owen-rask full 7 129 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.

]]> 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.

]]> <![CDATA[Ren's big call, Bryce's big move & Sam Altman's big week]]> Sun, 26 Nov 2023 18:00:23 GMT 50:35 6562b2527b097700129b90cc false https://shows.acast.com/equity-mates/episodes/bryce-moves-in-rens-big-call-recapping-rens-mentoring-journe 6562b2527b097700129b90cc 8c560a52-84ff-4b06-b819-f4e9bd6e85ef bryce-moves-in-rens-big-call-recapping-rens-mentoring-journe full 7 128 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.

]]> 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.

]]> Expert: Amit Goel - Two stocks benefiting from the changing global supply chains | Fidelity Expert: Amit Goel - Two stocks benefiting from the changing global supply chains | Fidelity Thu, 23 Nov 2023 18:00:51 GMT 30:42 6556cd3b0418cd0012c93e29 false https://shows.acast.com/equity-mates/episodes/expert-amit-goel-two-stocks-benefiting-from-the-changing-2 6556cd3b0418cd0012c93e29 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-amit-goel-two-stocks-benefiting-from-the-changing-2 full 7 127 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.

]]> 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.

]]> <![CDATA[Expert: Emma Fisher - Mineral Resources, PWR Holdings & Investor Psychology | Airlie Funds Management]]> Wed, 22 Nov 2023 18:01:53 GMT 57:19 6554434caf09e00012c0f3f9 false https://shows.acast.com/equity-mates/episodes/expert-emma-fisher-mineral-resources-pwr-holdings-investor-p 6554434caf09e00012c0f3f9 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-emma-fisher-mineral-resources-pwr-holdings-investor-p full 7 126 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.

]]> 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.

]]> <![CDATA[Buy or Sell: 10 stocks with Adam Keily & Candice Bourke]]> Mon, 20 Nov 2023 18:00:14 GMT 27:04 655ade6a0418cd00124f1baf false https://shows.acast.com/equity-mates/episodes/buy-or-sell-10-stocks-with-adam-keily-candice-bourke 655ade6a0418cd00124f1baf 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-or-sell-10-stocks-with-adam-keily-candice-bourke full 7 125 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.

]]> 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.

]]> <![CDATA[We review the 16 stocks pitched at the Sohn Hearts & Minds conference]]> Sun, 19 Nov 2023 18:00:29 GMT 40:36 65596e4f6a413b0012cdea37 false https://shows.acast.com/equity-mates/episodes/bryce-v-ren-12-stocks-for-2024 65596e4f6a413b0012cdea37 8c560a52-84ff-4b06-b819-f4e9bd6e85ef bryce-v-ren-12-stocks-for-2024 full 7 124 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.

]]> 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.

]]> <![CDATA[Expert: Ashish Swarup - Invest in snacks, let's get that bread | Aikya Investment Management]]> Wed, 15 Nov 2023 18:00:33 GMT 39:04 6551bd68f64c6e00125594fd false https://shows.acast.com/equity-mates/episodes/ashish-draft 6551bd68f64c6e00125594fd 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ashish-draft full 7 123 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.

]]> 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.

]]> <![CDATA[Buy or Sell: 10 stocks with Adam Keily & Felicity Thomas ]]> Mon, 13 Nov 2023 18:01:17 GMT 27:42 654dd5c0cb89b30012c4017e false https://shows.acast.com/equity-mates/episodes/buy-or-sell-10-stocks-with-adam-keily-felicity-thomas 654dd5c0cb89b30012c4017e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-or-sell-10-stocks-with-adam-keily-felicity-thomas full 7 122 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.

]]> 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.

]]> <![CDATA[Ren bought a house, 4 bottom-drawer stocks & how interest rates affect dividend stocks]]> Sun, 12 Nov 2023 18:01:14 GMT 31:27 654dd16e46e5c900113982d6 false https://shows.acast.com/equity-mates/episodes/ren-bought-a-house-4-bottom-drawer-stocks-how-interest-rates 654dd16e46e5c900113982d6 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ren-bought-a-house-4-bottom-drawer-stocks-how-interest-rates full 7 121 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.

]]> 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.

]]> <![CDATA[Expert: Tom Naughton - There's money in mi goreng | Prusik Investment]]> Wed, 08 Nov 2023 18:00:46 GMT 44:02 654b2dc784df860012261355 false https://shows.acast.com/equity-mates/episodes/expert-tom-naughton-theres-money-in-mi-goreng-prusik-investm 654b2dc784df860012261355 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-tom-naughton-theres-money-in-mi-goreng-prusik-investm full 7 120 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.

]]> 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.

]]> <![CDATA[Buy or Sell: 10 stocks with Adam Keily & Andrew Page]]> Mon, 06 Nov 2023 18:00:05 GMT 37:09 6548af3046180700125c5f0a false https://shows.acast.com/equity-mates/episodes/buy-or-sell-10-stocks-with-adam-keily-andrew-page 6548af3046180700125c5f0a 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-or-sell-10-stocks-with-adam-keily-andrew-page full 7 119 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.

]]> 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.

]]> <![CDATA[Leveraged ETFs, Ren's Melbourne Cup tip & Speccy Magee returns]]> Sun, 05 Nov 2023 18:00:35 GMT 44:55 65436a7258f3b50012d89197 false https://shows.acast.com/equity-mates/episodes/leveraged-etfs-rens-melbourne-cup-tip-speccy-magee-returns 65436a7258f3b50012d89197 8c560a52-84ff-4b06-b819-f4e9bd6e85ef leveraged-etfs-rens-melbourne-cup-tip-speccy-magee-returns full 7 118 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.

]]> 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.

]]> Ask an Adviser: Ellie Fordham - Dividend investing, salary sacrifice and life insurance Ask an Adviser: Ellie Fordham - Dividend investing, salary sacrifice and life insurance Wed, 01 Nov 2023 18:00:24 GMT 40:51 653b51c05e8173001288fb34 false https://shows.acast.com/equity-mates/episodes/ask-an-advisor-ellie-fordham-dividend-investing-salary-sacri 653b51c05e8173001288fb34 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ask-an-advisor-ellie-fordham-dividend-investing-salary-sacri full 7 117 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.

]]> 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.

]]> <![CDATA[Buy or Sell: 10 stocks with Adam Keily & Adam Dawes]]> Mon, 30 Oct 2023 18:00:55 GMT 27:55 653b5c6347dd4d0013e65263 false https://shows.acast.com/equity-mates/episodes/buy-hold-sell-with-adam-keily-adam-dawes 653b5c6347dd4d0013e65263 8c560a52-84ff-4b06-b819-f4e9bd6e85ef buy-hold-sell-with-adam-keily-adam-dawes full 7 116 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.

]]> 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.

]]> <![CDATA[Big Tech earnings, investing in Formula One & should Bryce go fixed or variable?]]> Sun, 29 Oct 2023 18:00:59 GMT 35:56 653b44135e8173001283b282 false https://shows.acast.com/equity-mates/episodes/big-tech-earnings-investing-in-formula-one-should-bryce-go-f 653b44135e8173001283b282 8c560a52-84ff-4b06-b819-f4e9bd6e85ef big-tech-earnings-investing-in-formula-one-should-bryce-go-f full 7 115 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.

]]> 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.

]]> <![CDATA[Expert: Andrew Norelli - "There's opportunity everywhere" | J.P. Morgan Asset Management]]> Thu, 26 Oct 2023 18:01:43 GMT 39:10 65320dcb9e43d700125b7362 false https://shows.acast.com/equity-mates/episodes/expert-andrew-norelli-theres-opportunity-everywhere-jp-morga 65320dcb9e43d700125b7362 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-andrew-norelli-theres-opportunity-everywhere-jp-morga full 7 114 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.

]]> 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.

]]> <![CDATA[Expert: Cory Doctorow - This guy HATES big tech & plans to change it]]> Wed, 25 Oct 2023 19:01:26 GMT 52:24 65320c2230f8d600127cd0bb false https://shows.acast.com/equity-mates/episodes/expert-cory-doctorow-this-guy-hates-big-tech-plans-to-change 65320c2230f8d600127cd0bb 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-cory-doctorow-this-guy-hates-big-tech-plans-to-change full 7 113 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.

]]> 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.

]]> <![CDATA[Ren was wrong, talking to parents about investing & Bryce speaks to Henry Jennings]]> Sun, 22 Oct 2023 19:01:50 GMT 47:58 653208d6a1d9fe001258d664 false https://shows.acast.com/equity-mates/episodes/ren-was-wrong-talking-to-parents-about-investing-bryce-speak 653208d6a1d9fe001258d664 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ren-was-wrong-talking-to-parents-about-investing-bryce-speak full 7 112 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.

]]> 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.

]]> <![CDATA[Uncovered: There's more to a battery than Lithium, introducing HPA - Impact Minerals (ASX: IPT)]]> Thu, 19 Oct 2023 20:01:39 GMT 31:36 6530cf026513bb0012ed5fed false https://shows.acast.com/equity-mates/episodes/uncovered-theres-more-to-a-battery-than-lithium-introducing- 6530cf026513bb0012ed5fed 8c560a52-84ff-4b06-b819-f4e9bd6e85ef uncovered-theres-more-to-a-battery-than-lithium-introducing- full 7 111 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.

]]> 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.

]]> Expert: Rikki Bannan - Two small caps: Propel Funeral Services (ASX: PFP) and Clarity Pharmaceuticals (ASX: CU6) Expert: Rikki Bannan - Two small caps: Propel Funeral Services (ASX: PFP) and Clarity Pharmaceuticals (ASX: CU6) Wed, 18 Oct 2023 20:02:29 GMT 45:18 652f84fc6968d7001251a1da false https://shows.acast.com/equity-mates/episodes/expert-rikki-bannan-two-small-caps-propel-funeral-services-a 652f84fc6968d7001251a1da 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-rikki-bannan-two-small-caps-propel-funeral-services-a full 7 110 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.

]]> 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.

]]> <![CDATA[Bryce bought a house, why investors are shorting junk food & Amazon and Google could be broken up]]> Sun, 15 Oct 2023 20:01:02 GMT 1:10:55 6528d1cfb774f70011cafaf1 false https://shows.acast.com/equity-mates/episodes/bryce-bought-a-house-why-investors-are-shorting-junk-food-am 6528d1cfb774f70011cafaf1 8c560a52-84ff-4b06-b819-f4e9bd6e85ef bryce-bought-a-house-why-investors-are-shorting-junk-food-am full 7 109 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.

]]> 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.

]]> <![CDATA[Uncovered: This stock jumped 350%, here's why - 4DS Memory (ASX: 4DS)]]> Thu, 12 Oct 2023 20:01:34 GMT 29:01 652788572646e80012a89a98 false https://shows.acast.com/equity-mates/episodes/uncovered-this-stock-jumped-350-heres-why-4ds-memory-asx-4ds 652788572646e80012a89a98 8c560a52-84ff-4b06-b819-f4e9bd6e85ef uncovered-this-stock-jumped-350-heres-why-4ds-memory-asx-4ds full 7 108 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.

]]> 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.

]]> Expert: Drew Cohen - 2 stock deep dives: RH and Constellation Software Expert: Drew Cohen - 2 stock deep dives: RH and Constellation Software Wed, 11 Oct 2023 20:01:23 GMT 46:51 6525fe8e79959c001227fbfe false https://shows.acast.com/equity-mates/episodes/expert-drew-cohen-2-stock-deep-dives-rh-and-constellation-so 6525fe8e79959c001227fbfe 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-drew-cohen-2-stock-deep-dives-rh-and-constellation-so full 7 107 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.

]]> 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.

]]> Six ways to invest for kids with Glen James Six ways to invest for kids with Glen James Sun, 08 Oct 2023 19:01:27 GMT 1:20:48 651f9d804dd8c600115a23b5 false https://shows.acast.com/equity-mates/episodes/six-ways-to-invest-for-kids-with-glen-james 651f9d804dd8c600115a23b5 8c560a52-84ff-4b06-b819-f4e9bd6e85ef six-ways-to-invest-for-kids-with-glen-james full 7 106 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.

]]> 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.

]]> Expert: Ben Lamm - Bringing the Woolly Mammoth back from extinction Expert: Ben Lamm - Bringing the Woolly Mammoth back from extinction Wed, 04 Oct 2023 19:01:13 GMT 46:28 651cc8f39b495d0012f73c41 false https://shows.acast.com/equity-mates/episodes/expert-ben-lamm-bringing-the-woolly-mammoth-back-from-extinc 651cc8f39b495d0012f73c41 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-ben-lamm-bringing-the-woolly-mammoth-back-from-extinc full 7 104 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.

]]> 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.

]]> <![CDATA[Finding investing ideas in the news, what next for inflation & 3 new companies we're watching]]> Sun, 01 Oct 2023 19:01:14 GMT 46:03 651672e0d199600011906e4d false https://shows.acast.com/equity-mates/episodes/we-check-the-vibe-on-inflation-rens-got-3-companies-youve-ne 651672e0d199600011906e4d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef we-check-the-vibe-on-inflation-rens-got-3-companies-youve-ne full 7 103 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.

]]> 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.

]]> Uncovered: A small cap pioneering a new standard of cardiac care - Imricor Medical Systems (ASX: IMR) Uncovered: A small cap pioneering a new standard of cardiac care - Imricor Medical Systems (ASX: IMR) Thu, 28 Sep 2023 20:02:27 GMT 36:16 651391756ad4160011642c35 false https://shows.acast.com/equity-mates/episodes/uncovered-a-small-cap-pioneering-a-new-standard-of-cardiac-c 651391756ad4160011642c35 8c560a52-84ff-4b06-b819-f4e9bd6e85ef uncovered-a-small-cap-pioneering-a-new-standard-of-cardiac-c full 7 102 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.

]]> 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.

]]> <![CDATA[Ask an Adviser: Patrick Malcolm - Pay off mortgage or invest in shares & Two funds he'd invest in for life]]> Wed, 27 Sep 2023 20:02:08 GMT 49:10 65138d1aff6e940011a24a90 false https://shows.acast.com/equity-mates/episodes/ask-an-advisor-patrick-malcolm-pay-off-mortgage-or-invest-in 65138d1aff6e940011a24a90 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ask-an-advisor-patrick-malcolm-pay-off-mortgage-or-invest-in full 7 101 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.

]]> 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.

]]> Best way to invest in India, how to rebalance your portfolio, and does anyone care about the new iPhone? Best way to invest in India, how to rebalance your portfolio, and does anyone care about the new iPhone? Sun, 24 Sep 2023 20:01:45 GMT 39:45 650d293456e85e0012c39c86 false https://shows.acast.com/equity-mates/episodes/2-indian-etfs-for-the-watchlist-rebalancing-portfolios-and-w 650d293456e85e0012c39c86 8c560a52-84ff-4b06-b819-f4e9bd6e85ef 2-indian-etfs-for-the-watchlist-rebalancing-portfolios-and-w full 7 100 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.

]]> 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.

]]> <![CDATA[Expert: Christian Baylis - There's finally money in bonds | Blossom]]> Thu, 21 Sep 2023 20:01:12 GMT 46:45 6507dc84e314700010c89348 false https://shows.acast.com/equity-mates/episodes/expert-christian-baylis-theres-finally-money-in-bonds-blosso 6507dc84e314700010c89348 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-christian-baylis-theres-finally-money-in-bonds-blosso full 7 99 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.

]]> 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.

]]> Expert: Saurabh Mukherjea - Why you must be investing in India | Marcellus Investment Managers Expert: Saurabh Mukherjea - Why you must be investing in India | Marcellus Investment Managers Wed, 20 Sep 2023 20:01:56 GMT 48:16 65000ffb1c04f7001126b8bd false https://shows.acast.com/equity-mates/episodes/expert-saurabh-mukherjea-interested-in-india-this-is-a-must- 65000ffb1c04f7001126b8bd 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-saurabh-mukherjea-interested-in-india-this-is-a-must- full 7 98 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.

]]> 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.

]]> <![CDATA[Ren talks Resmed + GQG Partners, UFC and WWE are merging, & trying to perfect DCA investing]]> Sun, 17 Sep 2023 20:01:11 GMT 47:45 6503e69905106400127e86a6 false https://shows.acast.com/equity-mates/episodes/alec-talks-resmed-gqg-partners-ufc-and-wwe-are-merging-tryin 6503e69905106400127e86a6 8c560a52-84ff-4b06-b819-f4e9bd6e85ef alec-talks-resmed-gqg-partners-ufc-and-wwe-are-merging-tryin full 7 97 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.

]]> 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.

]]> <![CDATA[Short Squeezes & GameStop: Two Years On]]> Thu, 14 Sep 2023 20:01:57 GMT 24:18 64febdae90338300116afe69 false https://shows.acast.com/equity-mates/episodes/short-squeezes-gamestop-two-years-on 64febdae90338300116afe69 8c560a52-84ff-4b06-b819-f4e9bd6e85ef short-squeezes-gamestop-two-years-on full 7 96 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.

]]> 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.

]]> Expert: Brent Beshore - Only 14 investments in 16 years | Permanent Equity Expert: Brent Beshore - Only 14 investments in 16 years | Permanent Equity Wed, 13 Sep 2023 20:01:26 GMT 51:15 64ed499fe0d1860011cdd517 false https://shows.acast.com/equity-mates/episodes/brent-draft 64ed499fe0d1860011cdd517 8c560a52-84ff-4b06-b819-f4e9bd6e85ef brent-draft full 7 95 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.

]]> 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.

]]> <![CDATA[What next for QANTAS, Andrew Page on Reporting Season & the ESG debate continues]]> Sun, 10 Sep 2023 20:02:14 GMT 54:28 64fa688dae1e4b0011bbf95d false https://shows.acast.com/equity-mates/episodes/what-next-for-qantas-andrew-page-on-reporting-season-the-esg 64fa688dae1e4b0011bbf95d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef what-next-for-qantas-andrew-page-on-reporting-season-the-esg full 7 94 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.

]]> 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.

]]> Expert: Maroun Younes - The investing story for Keisei Electric Railway + Quanta | Fidelity Expert: Maroun Younes - The investing story for Keisei Electric Railway + Quanta | Fidelity Thu, 07 Sep 2023 20:01:59 GMT 43:48 64f8fad6b20f810011da3d16 false https://shows.acast.com/equity-mates/episodes/expert-maroun-younes-the-investing-story-for-keisei-electric 64f8fad6b20f810011da3d16 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-maroun-younes-the-investing-story-for-keisei-electric full 7 93 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.

]]> 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.

]]> <![CDATA[Founders of Farmer's Pick and Vitable pitch their companies]]> Wed, 06 Sep 2023 20:01:12 GMT 46:20 64f5621044f68d0010ed0bbb false https://shows.acast.com/equity-mates/episodes/founders-of-farmers-direct-and-vitable-pitch-their-companies 64f5621044f68d0010ed0bbb 8c560a52-84ff-4b06-b819-f4e9bd6e85ef founders-of-farmers-direct-and-vitable-pitch-their-companies full 7 92 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.

]]> 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.

]]> <![CDATA[Bryce's portfolio moves, Investment Bonds & is Instacart opening the IPO window?]]> Sun, 03 Sep 2023 20:01:49 GMT 33:55 64f17b5b4906ba00118c8f50 false https://shows.acast.com/equity-mates/episodes/bryces-portfolio-moves-investment-bonds-is-instacart-opening 64f17b5b4906ba00118c8f50 8c560a52-84ff-4b06-b819-f4e9bd6e85ef bryces-portfolio-moves-investment-bonds-is-instacart-opening full 7 91 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.

]]> 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.

]]> Is ESG investing counterproductive? | Professor Kelly Shue from Yale School of Management Is ESG investing counterproductive? | Professor Kelly Shue from Yale School of Management Wed, 30 Aug 2023 20:01:46 GMT 20:41 64ed73f2650f370011637cb7 false https://shows.acast.com/equity-mates/episodes/kelly-shue-draft 64ed73f2650f370011637cb7 8c560a52-84ff-4b06-b819-f4e9bd6e85ef kelly-shue-draft full 7 89 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.

]]> 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.

]]> <![CDATA[Earnings season highlights, individual stocks v an ETF, & should you read The Intelligent Investor?]]> Sun, 27 Aug 2023 20:01:54 GMT 42:42 64e82b11bd2b550010891959 false https://shows.acast.com/equity-mates/episodes/em-chat-28-august 64e82b11bd2b550010891959 8c560a52-84ff-4b06-b819-f4e9bd6e85ef em-chat-28-august full 7 88 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.

]]> 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.

]]> How AI can help you find your next investment property with Harry Bennetto l Prop Hero How AI can help you find your next investment property with Harry Bennetto l Prop Hero Thu, 24 Aug 2023 20:01:15 GMT 34:55 64def2d0156644001142c0ef false https://shows.acast.com/equity-mates/episodes/prop-hero 64def2d0156644001142c0ef 8c560a52-84ff-4b06-b819-f4e9bd6e85ef prop-hero full 7 87 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.

]]> 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.

]]> <![CDATA[Ask An Adviser: Cost of advice, best platforms, topping up super & pay off mortgage or invest more | Glen Hare]]> Wed, 23 Aug 2023 20:01:14 GMT 49:27 64e5ac4ba704e30011eabbd6 false https://shows.acast.com/equity-mates/episodes/ask-an-advisor-cost-of-advice-best-platforms-topping-up-supe 64e5ac4ba704e30011eabbd6 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ask-an-advisor-cost-of-advice-best-platforms-topping-up-supe full 7 86 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.

]]> 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.

]]> Is there money in... stadium tours? Is there money in... stadium tours? Sun, 20 Aug 2023 20:01:05 GMT 33:37 64dc4e5300649a0011e07afa false https://shows.acast.com/equity-mates/episodes/is-there-money-in-stadiums 64dc4e5300649a0011e07afa 8c560a52-84ff-4b06-b819-f4e9bd6e85ef is-there-money-in-stadiums full 7 84 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.

]]> 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.

]]> Is there money in... Jesus? Is there money in... Jesus? Wed, 16 Aug 2023 20:01:01 GMT 26:21 64cc7677a0dbaa00117d8ac1 false https://shows.acast.com/equity-mates/episodes/is-there-money-in-jesus 64cc7677a0dbaa00117d8ac1 8c560a52-84ff-4b06-b819-f4e9bd6e85ef is-there-money-in-jesus full 7 84 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.

]]> 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.

]]> Is there money in... books? Is there money in... books? Sun, 13 Aug 2023 20:31:43 GMT 37:18 64cc75f527d77c0011c3e800 false https://shows.acast.com/equity-mates/episodes/is-there-money-in-books 64cc75f527d77c0011c3e800 8c560a52-84ff-4b06-b819-f4e9bd6e85ef is-there-money-in-books full 7 83 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.

]]> 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.

]]> Is there money in... bodybuilding? Is there money in... bodybuilding? Wed, 09 Aug 2023 20:35:14 GMT 41:56 64cc754c1c49bf00112591fb false https://shows.acast.com/equity-mates/episodes/is-there-money-in-bodybuilding 64cc754c1c49bf00112591fb 8c560a52-84ff-4b06-b819-f4e9bd6e85ef is-there-money-in-bodybuilding full 7 82 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.

]]> 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.

]]> Is there money in... movies? Is there money in... movies? Sun, 06 Aug 2023 20:32:39 GMT 55:12 64cc74627a50ec00111317eb false https://shows.acast.com/equity-mates/episodes/is-there-money-in-movies 64cc74627a50ec00111317eb 8c560a52-84ff-4b06-b819-f4e9bd6e85ef is-there-money-in-movies full 7 81 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.

]]> 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.

]]> Is there money in... horse racing? Is there money in... horse racing? Wed, 02 Aug 2023 20:01:40 GMT 45:13 64c8b1ed0e1a7c001130d982 false https://shows.acast.com/equity-mates/episodes/is-there-money-in-horse-racing 64c8b1ed0e1a7c001130d982 8c560a52-84ff-4b06-b819-f4e9bd6e85ef is-there-money-in-horse-racing Ed Kavalee is back! full 7 80 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.

]]> 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.

]]> Ask an Adviser: Dominic Alafaci - Best way to invest for kids? Ask an Adviser: Dominic Alafaci - Best way to invest for kids? Sun, 30 Jul 2023 20:02:42 GMT 25:28 64c362c18577ee0011863da3 false https://shows.acast.com/equity-mates/episodes/ask-an-advisor-dominic-alafaci-best-way-to-invest-for-kids 64c362c18577ee0011863da3 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ask-an-advisor-dominic-alafaci-best-way-to-invest-for-kids full 7 79 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.

]]> 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.

]]> Uncovered: EMvision Medical Devices Uncovered: EMvision Medical Devices Thu, 27 Jul 2023 20:01:10 GMT 27:40 64c1dbb585617f0011991797 false https://shows.acast.com/equity-mates/episodes/uncovered-emvision-medical-devices 64c1dbb585617f0011991797 8c560a52-84ff-4b06-b819-f4e9bd6e85ef uncovered-emvision-medical-devices full 7 78 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.

]]> 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.

]]> Expert: Christopher Mayer - The search for 100-baggers Expert: Christopher Mayer - The search for 100-baggers Wed, 26 Jul 2023 20:02:03 GMT 33:10 64bf6ef28ad4d400118a183d false https://shows.acast.com/equity-mates/episodes/christopher-mayer 64bf6ef28ad4d400118a183d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef christopher-mayer full 7 77 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.

]]> 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.

]]> Expert: Kiril Sokoloff - US, China, Emerging Markets and what comes next? Expert: Kiril Sokoloff - US, China, Emerging Markets and what comes next? Sun, 23 Jul 2023 20:02:41 GMT 38:09 64bcf519c23a750011ac2409 false https://shows.acast.com/equity-mates/episodes/expert-kiril-sokoloff-us-china-emerging-markets-and-what-com 64bcf519c23a750011ac2409 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-kiril-sokoloff-us-china-emerging-markets-and-what-com full 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.

]]> 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.

]]> Expert: Daniela Jaramillo - Avoiding greenwashing as investors | Fidelity Expert: Daniela Jaramillo - Avoiding greenwashing as investors | Fidelity Thu, 20 Jul 2023 20:00:44 GMT 32:32 64b89faa081d350011bffe4d false https://shows.acast.com/equity-mates/episodes/expert-daniela-jaramillo-avoiding-greenwashing-as-investors- 64b89faa081d350011bffe4d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-daniela-jaramillo-avoiding-greenwashing-as-investors- full 7 75 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:


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 land, sea and community. We pay 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.

]]> 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:


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 land, sea and community. We pay 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.

]]> Expert: James Reynolds - Searching for non-technology businesses in overlooked markets Expert: James Reynolds - Searching for non-technology businesses in overlooked markets Wed, 19 Jul 2023 20:00:55 GMT 45:32 64b0f580f1f89f0011ab53cf false https://shows.acast.com/equity-mates/episodes/james-tenebrist 64b0f580f1f89f0011ab53cf 8c560a52-84ff-4b06-b819-f4e9bd6e85ef james-tenebrist full 7 74 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.

]]> 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.

]]> An alternative investment thesis for AI An alternative investment thesis for AI Sun, 16 Jul 2023 20:05:58 GMT 36:58 64af70c871563e00118e4ba6 false https://shows.acast.com/equity-mates/episodes/an-alternative-investment-thesis-for-ai 64af70c871563e00118e4ba6 8c560a52-84ff-4b06-b819-f4e9bd6e85ef an-alternative-investment-thesis-for-ai full 7 73 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 for more information.

]]> 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 for more information.

]]> We are introduced to Rentvesting | Australian Property Scout We are introduced to Rentvesting | Australian Property Scout Thu, 13 Jul 2023 20:02:45 GMT 54:29 64ab9d789cf6e500113b5ec7 false https://shows.acast.com/equity-mates/episodes/australian-property-scout 64ab9d789cf6e500113b5ec7 8c560a52-84ff-4b06-b819-f4e9bd6e85ef australian-property-scout full 7 72 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.

]]> 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.

]]> The investment case for Nelnet, Dropbox and Match Group | Arch Capital The investment case for Nelnet, Dropbox and Match Group | Arch Capital Wed, 12 Jul 2023 20:02:03 GMT 42:04 64ab934a8cc1c10011574302 false https://shows.acast.com/equity-mates/episodes/arch-capital-draft 64ab934a8cc1c10011574302 8c560a52-84ff-4b06-b819-f4e9bd6e85ef arch-capital-draft full 7 71 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.

]]> 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.

]]> <![CDATA[Searching for the Dogs of FY23 + Ren's 5 minute valuation ]]> Sun, 09 Jul 2023 20:01:24 GMT 36:30 64a7a74e95c4630011a354ba false https://shows.acast.com/equity-mates/episodes/searching-for-the-dogs-of-fy23-rens-5-minute-valuation 64a7a74e95c4630011a354ba 8c560a52-84ff-4b06-b819-f4e9bd6e85ef searching-for-the-dogs-of-fy23-rens-5-minute-valuation full 7 70 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.

]]> 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.

]]> Ask an Advisor: Practical ways to establish your financial wellbeing Ask an Advisor: Practical ways to establish your financial wellbeing Wed, 05 Jul 2023 20:00:31 GMT 37:45 64a3c9dc0461090011d1ecce false https://shows.acast.com/equity-mates/episodes/ask-an-adviser-ben-draft 64a3c9dc0461090011d1ecce 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ask-an-adviser-ben-draft full 7 68 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.

]]> 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.

]]> <![CDATA[Who’s winning stock of the year & Andrew Brown discusses what’s coming]]> Sun, 02 Jul 2023 20:00:15 GMT 37:33 649e6fcf09e80600110b49c1 false https://shows.acast.com/equity-mates/episodes/we-check-in-on-our-bold-predictions-andrew-brown-chats-marke 649e6fcf09e80600110b49c1 8c560a52-84ff-4b06-b819-f4e9bd6e85ef we-check-in-on-our-bold-predictions-andrew-brown-chats-marke full 7 67 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.

]]> 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.

]]> News Corp (NWS) deep dive w/ Will Granger | Airlie Funds News Corp (NWS) deep dive w/ Will Granger | Airlie Funds Thu, 29 Jun 2023 20:00:46 GMT 37:58 649bc11951f2c100114b9ea4 false https://shows.acast.com/equity-mates/episodes/news-corp-deep-dive-w-expert-will-grainger-from-airlie 649bc11951f2c100114b9ea4 8c560a52-84ff-4b06-b819-f4e9bd6e85ef news-corp-deep-dive-w-expert-will-grainger-from-airlie full 7 66 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.

]]> 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.

]]> Expert: Andrew Walker shares two surprising value investing opportunities Expert: Andrew Walker shares two surprising value investing opportunities Wed, 28 Jun 2023 20:00:00 GMT 46:53 649bb34571939a001167ca49 false https://shows.acast.com/equity-mates/episodes/expert-andrew-walker-from-yet-another-value-blog 649bb34571939a001167ca49 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-andrew-walker-from-yet-another-value-blog full 7 65 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.

Hosted on Acast. See acast.com/privacy for more information.

]]> 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.

Hosted on Acast. See acast.com/privacy for more information.

]]> A simpler way to value a stock w/ Andrew Page A simpler way to value a stock w/ Andrew Page Sun, 25 Jun 2023 20:01:17 GMT 37:58 6495166fad559e0011e7fd80 false https://shows.acast.com/equity-mates/episodes/ren-does-his-dcf-homework-cathie-wood-joins-equity-mates-kin 6495166fad559e0011e7fd80 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ren-does-his-dcf-homework-cathie-wood-joins-equity-mates-kin full 7 64 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.

]]> 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.

]]> Expert: Hamilton Reiner - Investing for Income | J.P. Morgan Asset Management Expert: Hamilton Reiner - Investing for Income | J.P. Morgan Asset Management Thu, 22 Jun 2023 20:00:14 GMT 40:15 648c0b73d9bb37001138fa5f false https://shows.acast.com/equity-mates/episodes/expert-hamilton-reiner-investing-for-income-jp-morgan-asset- 648c0b73d9bb37001138fa5f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-hamilton-reiner-investing-for-income-jp-morgan-asset- full 7 63 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 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.

]]> 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 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.

]]> The data is bad but the market is good. Where to next w/ Julian McCormack The data is bad but the market is good. Where to next w/ Julian McCormack Wed, 21 Jun 2023 20:00:39 GMT 1:02:33 6492ddefae7bf700118fd33c false https://shows.acast.com/equity-mates/episodes/the-data-is-bad-but-the-market-is-good-where-to-next-w-julia 6492ddefae7bf700118fd33c 8c560a52-84ff-4b06-b819-f4e9bd6e85ef the-data-is-bad-but-the-market-is-good-where-to-next-w-julia full 7 62 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 540697.


Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

]]> 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 540697.


Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

]]> Apple’s Vision 👓 + can Bryce find bargains in the dog kennel? Apple’s Vision 👓 + can Bryce find bargains in the dog kennel? Sun, 18 Jun 2023 20:01:30 GMT 31:11 648bf65ac6f9af001116f65e false https://shows.acast.com/equity-mates/episodes/reviewing-apples-vision-can-bryce-find-bargains-in-the-dog-k 648bf65ac6f9af001116f65e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef reviewing-apples-vision-can-bryce-find-bargains-in-the-dog-k full 7 61 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 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.

]]> 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 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.

]]> <![CDATA[Expert: Matt Barrie - Why house prices are the cause of today's cost of living crisis]]> Wed, 14 Jun 2023 18:00:58 GMT 1:01:43 6482bccbf5bfbf001100ab74 false https://shows.acast.com/equity-mates/episodes/expert-matt-barrie-why-house-prices-are-the-cause-of-todays- 6482bccbf5bfbf001100ab74 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-matt-barrie-why-house-prices-are-the-cause-of-todays- full 7 59 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 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.

]]> 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 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.

]]> Ask an Adviser: Tips to maximise your EOFY deductions Ask an Adviser: Tips to maximise your EOFY deductions Sun, 11 Jun 2023 20:00:52 GMT 44:13 6482904bac455b00118523fb false https://shows.acast.com/equity-mates/episodes/monday-episode 6482904bac455b00118523fb 8c560a52-84ff-4b06-b819-f4e9bd6e85ef monday-episode full 7 58 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 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.

]]> 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 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.

]]> Want to juice your valuation? Just add AI Want to juice your valuation? Just add AI Wed, 07 Jun 2023 20:00:41 GMT 51:59 647fc3fdaa1f10001166df4e false https://shows.acast.com/equity-mates/episodes/update 647fc3fdaa1f10001166df4e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef update full 7 57 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 acast.com/privacy for more information.

]]> 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 acast.com/privacy for more information.

]]> <![CDATA[Expert: Joey Brookhart - The hustle of starting a new fund (& why Bryce hates Sonos) ]]> Sun, 04 Jun 2023 18:00:27 GMT 35:14 6479880ccac74c0011e6d754 false https://shows.acast.com/equity-mates/episodes/jerry-brookhart 6479880ccac74c0011e6d754 8c560a52-84ff-4b06-b819-f4e9bd6e85ef jerry-brookhart full 7 56 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.

]]> 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.

]]> <![CDATA[Expert: Dominick D'Angelo - Tesla to fall over 50% by the end of 2023]]> Wed, 31 May 2023 18:00:13 GMT 50:19 645c1927c7168c001189e3f5 false https://shows.acast.com/equity-mates/episodes/dominick-dangelo-iv 645c1927c7168c001189e3f5 8c560a52-84ff-4b06-b819-f4e9bd6e85ef dominick-dangelo-iv full 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:


*****

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.

]]> 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:


*****

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.

]]> Expert: Luis Sanchez - $500,000 for internet in the sky | GoGo (NASDAQ: GOGO) Expert: Luis Sanchez - $500,000 for internet in the sky | GoGo (NASDAQ: GOGO) Sun, 28 May 2023 18:00:15 GMT 45:45 646151b3cd2b4000110928fb false https://shows.acast.com/equity-mates/episodes/luis-sanchez-interview 646151b3cd2b4000110928fb 8c560a52-84ff-4b06-b819-f4e9bd6e85ef luis-sanchez-interview full 7 54 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. See acast.com/privacy for more information.

]]> 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. See acast.com/privacy for more information.

]]> Expert: Jeremy Kokemor - Finding opportunity in car dealerships and Constellation Software | US Tour Expert: Jeremy Kokemor - Finding opportunity in car dealerships and Constellation Software | US Tour Wed, 24 May 2023 18:00:13 GMT 52:14 645ac3411096880011f464a0 false https://shows.acast.com/equity-mates/episodes/jeremy-kokemor-us-expert-sponsored 645ac3411096880011f464a0 8c560a52-84ff-4b06-b819-f4e9bd6e85ef jeremy-kokemor-us-expert-sponsored full 7 53 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 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.

]]> 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 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.

]]> <![CDATA[You don't have to pick one winner to be a good investor | Wealth Builders Pt 3]]> Sun, 21 May 2023 18:00:44 GMT 26:22 6452068ae487c20011538731 false https://shows.acast.com/equity-mates/episodes/wealth-builder-episode-3 6452068ae487c20011538731 8c560a52-84ff-4b06-b819-f4e9bd6e85ef wealth-builder-episode-3 full 7 52 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.

]]> 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.

]]> The perils of selling too early | Wealth Builders Pt 2 The perils of selling too early | Wealth Builders Pt 2 Wed, 17 May 2023 18:00:07 GMT 21:50 64520382e2c2230011af254b false https://shows.acast.com/equity-mates/episodes/wealth-builder-episode-2 64520382e2c2230011af254b 8c560a52-84ff-4b06-b819-f4e9bd6e85ef wealth-builder-episode-2 full 7 51 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.

]]> 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.

]]> We draft 6 stocks from SOHN Investment Conference New York We draft 6 stocks from SOHN Investment Conference New York Sun, 14 May 2023 18:00:49 GMT 44:45 645d67b5a4d4a30011a195b8 false https://shows.acast.com/equity-mates/episodes/em-chat-1505 645d67b5a4d4a30011a195b8 8c560a52-84ff-4b06-b819-f4e9bd6e85ef em-chat-1505 full 7 50 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


*****

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 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.

]]> 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


*****

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 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.

]]> Double down on your best ideas | Wealth Builders Pt 1 Double down on your best ideas | Wealth Builders Pt 1 Wed, 10 May 2023 18:00:28 GMT 26:08 6452019606438b0011782f91 false https://shows.acast.com/equity-mates/episodes/wealth-builder-episode-1 6452019606438b0011782f91 8c560a52-84ff-4b06-b819-f4e9bd6e85ef wealth-builder-episode-1 full 7 49 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.

]]> 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.

]]> Our 72 hours with Warren Buffett Our 72 hours with Warren Buffett Sun, 07 May 2023 21:17:47 GMT 57:41 645810069b594e00113a481a false https://shows.acast.com/equity-mates/episodes/our-72-hours-with-warren-buffett 645810069b594e00113a481a 8c560a52-84ff-4b06-b819-f4e9bd6e85ef our-72-hours-with-warren-buffett full 7 48 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.

]]> 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.

]]> Expert: Rachel Cruze shares how she disagrees with her Dad, Dave Ramsey. Expert: Rachel Cruze shares how she disagrees with her Dad, Dave Ramsey. Wed, 03 May 2023 20:00:29 GMT 35:48 644a248ba94a1e00114d221b false https://shows.acast.com/equity-mates/episodes/rachel-cruze 644a248ba94a1e00114d221b 8c560a52-84ff-4b06-b819-f4e9bd6e85ef rachel-cruze full 7 47 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.

]]> 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.

]]> Alec brings two interesting ASX stocks Alec brings two interesting ASX stocks Sun, 30 Apr 2023 20:00:48 GMT 47:37 644a20a7fdd65f00113d7239 false https://shows.acast.com/equity-mates/episodes/alec-gets-coached 644a20a7fdd65f00113d7239 8c560a52-84ff-4b06-b819-f4e9bd6e85ef alec-gets-coached full 7 46 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.

]]> 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.

]]> Expert: Tony Sycamore - Building disciplined investing habits | IG Expert: Tony Sycamore - Building disciplined investing habits | IG Thu, 27 Apr 2023 18:00:47 GMT 33:21 644890e9f2773f0011d20df5 false https://shows.acast.com/equity-mates/episodes/expert-tony-sycamore-building-disciplined-investing-habits-i 644890e9f2773f0011d20df5 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-tony-sycamore-building-disciplined-investing-habits-i full 7 45 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. 

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.

]]> 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. 

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.

]]> <![CDATA[Ask an Adviser: Jacob McCudden "Should I be paying off my HECs faster?" ]]> Wed, 26 Apr 2023 18:00:34 GMT 39:18 64488acf811924001179fb10 false https://shows.acast.com/equity-mates/episodes/ask-an-adviser-jacob-mccudden-should-i-be-paying-off-my-hecs 64488acf811924001179fb10 8c560a52-84ff-4b06-b819-f4e9bd6e85ef ask-an-adviser-jacob-mccudden-should-i-be-paying-off-my-hecs full 7 44 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.

]]> 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.

]]> What is stressing you out financially right now? What is stressing you out financially right now? Sun, 23 Apr 2023 18:00:08 GMT 43:58 64407f5b425b310011056ecb false https://shows.acast.com/equity-mates/episodes/em-chat 64407f5b425b310011056ecb 8c560a52-84ff-4b06-b819-f4e9bd6e85ef em-chat full 7 43 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 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.

]]> 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 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.

]]> <![CDATA[Expert: Jesse Felder - "We haven't hit the bottom yet" ]]> Wed, 19 Apr 2023 18:00:13 GMT 34:18 643f8dcc4561b10011b9fe16 false https://shows.acast.com/equity-mates/episodes/expert-jesse-felder-we-havent-hit-the-bottom-yet 643f8dcc4561b10011b9fe16 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-jesse-felder-we-havent-hit-the-bottom-yet full 7 42 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 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.

]]> 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 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.

]]> The Future of Equity Mates + Coached The Future of Equity Mates + Coached Sun, 16 Apr 2023 18:00:56 GMT 48:45 6438e39d6cab15001139bdab false https://shows.acast.com/equity-mates/episodes/the-future-of-equity-mates-coached 6438e39d6cab15001139bdab 8c560a52-84ff-4b06-b819-f4e9bd6e85ef the-future-of-equity-mates-coached full 7 41 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. 


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.

]]> 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. 


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.

]]> Expert: Elisa Di Marco - 5 companies driving real ESG outcomes Expert: Elisa Di Marco - 5 companies driving real ESG outcomes Fri, 14 Apr 2023 04:04:42 GMT 39:06 6438d0da45431f0011c4b0fe false https://shows.acast.com/equity-mates/episodes/expert-elisa-di-marco-5-companies-driving-real-esg-outcomes 6438d0da45431f0011c4b0fe 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-elisa-di-marco-5-companies-driving-real-esg-outcomes full 7 40 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 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.

]]> 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 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.

]]> Is there money in... an Olympic gold medal? Is there money in... an Olympic gold medal? Wed, 12 Apr 2023 18:00:15 GMT 43:17 6436922ac496e400113dbbff false https://shows.acast.com/equity-mates/episodes/is-there-money-in-an-olympic-gold-medal 6436922ac496e400113dbbff 8c560a52-84ff-4b06-b819-f4e9bd6e85ef is-there-money-in-an-olympic-gold-medal full 7 39 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.

]]> 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.

]]> Is Core and Satellite a cop out? Is Core and Satellite a cop out? Sun, 09 Apr 2023 18:00:01 GMT 45:10 642e67db5f80b2001122c80d false https://shows.acast.com/equity-mates/episodes/andrew-page-tells-alec-core-and-satellite-is-a-cop-out 642e67db5f80b2001122c80d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef andrew-page-tells-alec-core-and-satellite-is-a-cop-out full 7 38 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 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.

]]> 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 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.

]]> <![CDATA[Ed's written a song! | Revisited: Is there money in... a song?]]> Thu, 06 Apr 2023 18:00:50 GMT 6:32 642a4f17fe7063001198e274 false https://shows.acast.com/equity-mates/episodes/eds-written-a-song-revisited-is-there-money-in-a-song 642a4f17fe7063001198e274 8c560a52-84ff-4b06-b819-f4e9bd6e85ef eds-written-a-song-revisited-is-there-money-in-a-song full 7 36 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 acast.com/privacy for more information.

]]> 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 acast.com/privacy for more information.

]]> Is there money in... YouTube? Is there money in... YouTube? Wed, 05 Apr 2023 18:00:21 GMT 1:01:13 642a4be72d9d700011b89277 false https://shows.acast.com/equity-mates/episodes/is-there-money-in-youtube 642a4be72d9d700011b89277 8c560a52-84ff-4b06-b819-f4e9bd6e85ef is-there-money-in-youtube full 7 35 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 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.

]]> 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 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.

]]> Investing is a lifelong journey... so we got mentors Investing is a lifelong journey... so we got mentors Sun, 02 Apr 2023 18:00:22 GMT 46:33 642684d8bfe1710011f1f139 false https://shows.acast.com/equity-mates/episodes/investing-is-a-lifelong-journey-so-we-got-mentors 642684d8bfe1710011f1f139 8c560a52-84ff-4b06-b819-f4e9bd6e85ef investing-is-a-lifelong-journey-so-we-got-mentors full 7 34 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 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.

]]> 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 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.

]]> Expert: Gary Glover - Do the opposite of how you feel | IG Expert: Gary Glover - Do the opposite of how you feel | IG Thu, 30 Mar 2023 17:00:55 GMT 34:08 641d1473c064660011742702 false https://shows.acast.com/equity-mates/episodes/expert-gary-glover-managing-your-trading-emotions-ig 641d1473c064660011742702 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-gary-glover-managing-your-trading-emotions-ig full 7 33 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 Strait Islander people today. 

*****

This episode contained sponsored content from IG.

*****

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.

]]> 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 Strait Islander people today. 

*****

This episode contained sponsored content from IG.

*****

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.

]]> Expert: Gary Monaghan - 4 Asian stocks to watch 👀 | Fidelity Expert: Gary Monaghan - 4 Asian stocks to watch 👀 | Fidelity Wed, 29 Mar 2023 17:00:49 GMT 48:14 641cfb7bc494dd001130a8d9 false https://shows.acast.com/equity-mates/episodes/expert-gary-monaghan-investing-opportunities-in-asia-2-stock 641cfb7bc494dd001130a8d9 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-gary-monaghan-investing-opportunities-in-asia-2-stock full 7 32 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 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.

]]> 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 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.

]]> Expert: Chris Joye - Mortgage holders are in for the mother of all shocks Expert: Chris Joye - Mortgage holders are in for the mother of all shocks Sun, 26 Mar 2023 17:00:19 GMT 55:05 641cf804fa0a510011e92326 false https://shows.acast.com/equity-mates/episodes/market-chats-with-returning-expert-chris-joye-mortgage-holde 641cf804fa0a510011e92326 8c560a52-84ff-4b06-b819-f4e9bd6e85ef market-chats-with-returning-expert-chris-joye-mortgage-holde full 7 31 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 land, sea and community. We pay 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.

]]> 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 land, sea and community. We pay 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.

]]> Where the bond market leads, the stock market follows | Bob Michele, J.P. Morgan Asset Management Where the bond market leads, the stock market follows | Bob Michele, J.P. Morgan Asset Management Thu, 23 Mar 2023 17:00:14 GMT 31:47 6408e7befbc96d0011c57371 false https://shows.acast.com/equity-mates/episodes/jp-morgan-bob-michele-iv 6408e7befbc96d0011c57371 8c560a52-84ff-4b06-b819-f4e9bd6e85ef jp-morgan-bob-michele-iv full 6 30 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 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.

]]> 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 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.

]]> AFL legend Leigh Matthews on money and leadership AFL legend Leigh Matthews on money and leadership Wed, 22 Mar 2023 17:00:58 GMT 33:58 6408d3fb23b51e0011d57bf9 false https://shows.acast.com/equity-mates/episodes/leigh-matthews-bonus-episode 6408d3fb23b51e0011d57bf9 8c560a52-84ff-4b06-b819-f4e9bd6e85ef leigh-matthews-bonus-episode full 6 29 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.

]]> 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.

]]> Is there money in... a song? ft. Ed Kavalee Is there money in... a song? ft. Ed Kavalee Sun, 19 Mar 2023 17:00:59 GMT 56:49 6408b3f1c84e2f00111b03bc false https://shows.acast.com/equity-mates/episodes/is-there-money-in-a-song 6408b3f1c84e2f00111b03bc 8c560a52-84ff-4b06-b819-f4e9bd6e85ef is-there-money-in-a-song full 7 28 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.

]]> 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.

]]> <![CDATA[My High Conviction Stock: Nathan Bell - Floor & Decor (NYSE: FND) + Mastercard (NYSE: MA)]]> Wed, 15 Mar 2023 17:00:44 GMT 35:50 63fc3f67a86cd40011a3074d false https://shows.acast.com/equity-mates/episodes/investsmart-nathan-bell-rdtbc 63fc3f67a86cd40011a3074d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef investsmart-nathan-bell-rdtbc full 7 27 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, 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.

]]> 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, 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.

]]> What underpins an investing thesis? + We uncover Danimer Scientific (NYSE: DNMR) What underpins an investing thesis? + We uncover Danimer Scientific (NYSE: DNMR) Sun, 12 Mar 2023 17:00:56 GMT 39:59 6408b1e4ceb41e0011a0de4b false https://shows.acast.com/equity-mates/episodes/em-portfolio-uncovered-danimer 6408b1e4ceb41e0011a0de4b 8c560a52-84ff-4b06-b819-f4e9bd6e85ef em-portfolio-uncovered-danimer full 7 26 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.

]]> 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.

]]> <![CDATA[Bonus: Comedian v Economist - Mrs Mac's goes bust while supermarkets crush it]]> Thu, 09 Mar 2023 17:00:36 GMT 42:44 6408b0ef09d94b0011883bd0 false https://shows.acast.com/equity-mates/episodes/cve-feed-drop 6408b0ef09d94b0011883bd0 8c560a52-84ff-4b06-b819-f4e9bd6e85ef cve-feed-drop full 7 25 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.

]]> 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.

]]> My High Conviction Stock: Stephen Arnold - Tractor Supply (NASDAQ: TSCO) My High Conviction Stock: Stephen Arnold - Tractor Supply (NASDAQ: TSCO) Wed, 08 Mar 2023 17:00:08 GMT 34:25 63fbf83a9e7988001115dca7 false https://shows.acast.com/equity-mates/episodes/aoris-2302-tractor-supply-accenture 63fbf83a9e7988001115dca7 8c560a52-84ff-4b06-b819-f4e9bd6e85ef aoris-2302-tractor-supply-accenture full 7 24 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 information.

]]> 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 information.

]]> <![CDATA[What we learned from Buffett's letter + An insiders view of the lithium opportunity]]> Sun, 05 Mar 2023 17:00:22 GMT 38:58 64004819a9e39900117f8f23 false https://shows.acast.com/equity-mates/episodes/bernard-rowe-ioneer 64004819a9e39900117f8f23 8c560a52-84ff-4b06-b819-f4e9bd6e85ef bernard-rowe-ioneer full 7 23 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 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.

]]> 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 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.

]]> Mastering your trading psychology with Jason McIntosh Mastering your trading psychology with Jason McIntosh Thu, 02 Mar 2023 17:00:34 GMT 51:08 63fd9b6ba86cd40011e2b284 false https://shows.acast.com/equity-mates/episodes/jason-mcintosh 63fd9b6ba86cd40011e2b284 8c560a52-84ff-4b06-b819-f4e9bd6e85ef jason-mcintosh full 7 22 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 country throughout Australia and their connections to land, sea and community. We pay 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.

]]> 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 country throughout Australia and their connections to land, sea and community. We pay 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.

]]> <![CDATA[Ask an Adviser: Charlie Viola on investing for kids & portfolio construction]]> Wed, 01 Mar 2023 17:00:32 GMT 35:47 63f803b8d49c3c0011337509 false https://shows.acast.com/equity-mates/episodes/charlie-viola-iv 63f803b8d49c3c0011337509 8c560a52-84ff-4b06-b819-f4e9bd6e85ef charlie-viola-iv full 7 21 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 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.

]]> 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 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.

]]> EM Portfolio is back and 2 small caps Uncovered EM Portfolio is back and 2 small caps Uncovered Sun, 26 Feb 2023 17:00:41 GMT 39:01 63f7170c1a63070011ce720c false https://shows.acast.com/equity-mates/episodes/2702-uncovered-em-portfolio 63f7170c1a63070011ce720c 8c560a52-84ff-4b06-b819-f4e9bd6e85ef 2702-uncovered-em-portfolio full 7 20 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 community. We pay 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.

]]> 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 community. We pay 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.

]]> How to value a company: Apple (NASDAQ: AAPL) Pt. 3 How to value a company: Apple (NASDAQ: AAPL) Pt. 3 Thu, 23 Feb 2023 17:00:18 GMT 19:19 63eebd56ce76700011b8f3e0 false https://shows.acast.com/equity-mates/episodes/how-to-value-a-company-apple-nasdaq-aapl-pt-3 63eebd56ce76700011b8f3e0 8c560a52-84ff-4b06-b819-f4e9bd6e85ef how-to-value-a-company-apple-nasdaq-aapl-pt-3 full 7 19 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. 

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.

]]> 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. 

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.

]]> How to value a company: XERO (ASX: XRO) Pt. 2 How to value a company: XERO (ASX: XRO) Pt. 2 Wed, 22 Feb 2023 17:00:54 GMT 32:29 63eebcd3c811770011032112 false https://shows.acast.com/equity-mates/episodes/how-to-value-a-company-xero-asx-xro-pt-2 63eebcd3c811770011032112 8c560a52-84ff-4b06-b819-f4e9bd6e85ef how-to-value-a-company-xero-asx-xro-pt-2 full 7 18 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, 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.

]]> 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, 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.

]]> How to value a company: Basics explained Pt. 1 How to value a company: Basics explained Pt. 1 Tue, 21 Feb 2023 17:00:31 GMT 26:27 63eebc362572d700111846c7 false https://shows.acast.com/equity-mates/episodes/how-to-value-a-company-basics-explained-pt-1 63eebc362572d700111846c7 8c560a52-84ff-4b06-b819-f4e9bd6e85ef how-to-value-a-company-basics-explained-pt-1 full 7 17 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 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.

]]> 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 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.

]]> Stock of the Year 2023 | Axon Enterprise vs Infosys Stock of the Year 2023 | Axon Enterprise vs Infosys Sun, 19 Feb 2023 17:00:02 GMT 40:41 63eebb9bf49c950012f6ee70 false https://shows.acast.com/equity-mates/episodes/stock-of-the-year 63eebb9bf49c950012f6ee70 8c560a52-84ff-4b06-b819-f4e9bd6e85ef stock-of-the-year Will Bryce or Ren Prevail in 2023? full 7 16 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 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.

]]> 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 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.

]]> <![CDATA[Andrew Brown’s Bold Predictions for 2023 | “One of the boldest predictions I'll ever make...”]]> Wed, 15 Feb 2023 17:00:17 GMT 57:52 63e58b933f94ee001123bc79 false https://shows.acast.com/equity-mates/episodes/bold-predictions-for-2023-with-andrew-brown 63e58b933f94ee001123bc79 8c560a52-84ff-4b06-b819-f4e9bd6e85ef bold-predictions-for-2023-with-andrew-brown full 7 15 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 of country throughout Australia and their connections to land, sea and community. We pay 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.

]]> 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 of country throughout Australia and their connections to land, sea and community. We pay 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.

]]> Bold Predictions for 2023: Better late than never! Bold Predictions for 2023: Better late than never! Sun, 12 Feb 2023 17:00:39 GMT 46:07 63e58932bc2111001189a33f false https://shows.acast.com/equity-mates/episodes/em-chat-bold-predictions 63e58932bc2111001189a33f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef em-chat-bold-predictions full 7 14 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 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.

]]> 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 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.

]]> <![CDATA[The Apple of Agriculture - Deere & Co | Summer Series]]> Wed, 08 Feb 2023 17:00:47 GMT 43:05 639fffd4ee31ed0011506a50 false https://shows.acast.com/equity-mates/episodes/the-apple-of-agriculture-deere-co-summer-series 639fffd4ee31ed0011506a50 8c560a52-84ff-4b06-b819-f4e9bd6e85ef the-apple-of-agriculture-deere-co-summer-series full 7 13 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 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.

]]> 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 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.

]]> More than the Amazon of South America - Mercado Libre | Summer Series More than the Amazon of South America - Mercado Libre | Summer Series Sun, 05 Feb 2023 21:59:20 GMT 33:15 63e026b98256010011a84889 false https://shows.acast.com/equity-mates/episodes/more-than-the-amazon-of-south-america-mercado-libre-summer-s 63e026b98256010011a84889 8c560a52-84ff-4b06-b819-f4e9bd6e85ef more-than-the-amazon-of-south-america-mercado-libre-summer-s full 7 12 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 540697.


Equity Mates is part of the Acast Creator Network.


Hosted on Acast. See acast.com/privacy for more information.

]]> 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 540697.


Equity Mates is part of the Acast Creator Network.


Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA["The greenest company on Earth" - Darling Ingredients | Summer Series]]> Wed, 01 Feb 2023 17:00:37 GMT 37:14 639c05cdbcab760012f21b33 false https://shows.acast.com/equity-mates/episodes/the-greenest-company-on-earth-darling-ingredients-summer-ser 639c05cdbcab760012f21b33 8c560a52-84ff-4b06-b819-f4e9bd6e85ef the-greenest-company-on-earth-darling-ingredients-summer-ser full 7 11 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 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.

]]> 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 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.

]]> Seriously, name a competitor - Carsales.com | Summer Series Seriously, name a competitor - Carsales.com | Summer Series Sun, 29 Jan 2023 17:00:32 GMT 33:52 639c0434124e4c001014b3a9 false https://shows.acast.com/equity-mates/episodes/seriously-name-a-competitor-carsalescom-summer-series 639c0434124e4c001014b3a9 8c560a52-84ff-4b06-b819-f4e9bd6e85ef seriously-name-a-competitor-carsalescom-summer-series full 7 10 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 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 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.

]]> 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 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 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.

]]> Have we reached peak soft drink? - Coca-Cola | Summer Series Have we reached peak soft drink? - Coca-Cola | Summer Series Wed, 25 Jan 2023 17:00:57 GMT 35:16 639c0117c69dde00112d31bc false https://shows.acast.com/equity-mates/episodes/have-we-reached-peak-soft-drink-coca-cola-summer-series 639c0117c69dde00112d31bc 8c560a52-84ff-4b06-b819-f4e9bd6e85ef have-we-reached-peak-soft-drink-coca-cola-summer-series full 7 9 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 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 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.

]]> 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 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 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.

]]> What next for Formula One? - Liberty Media | Summer Series What next for Formula One? - Liberty Media | Summer Series Sun, 22 Jan 2023 17:00:51 GMT 48:03 639bfea92b1f9d001091c94e false https://shows.acast.com/equity-mates/episodes/what-next-for-formula-one-liberty-media-summer-series 639bfea92b1f9d001091c94e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef what-next-for-formula-one-liberty-media-summer-series full 7 8 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 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 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.

]]> 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 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 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.

]]> Still a growth company? - Nike | Summer Series Still a growth company? - Nike | Summer Series Wed, 18 Jan 2023 17:00:51 GMT 48:41 639bfc1915a2db0011f3aaf0 false https://shows.acast.com/equity-mates/episodes/still-a-growth-company-nike-summer-series 639bfc1915a2db0011f3aaf0 8c560a52-84ff-4b06-b819-f4e9bd6e85ef still-a-growth-company-nike-summer-series full 7 7 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 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 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.

]]> 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 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 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.

]]> Nothing boring about these returns - National Storage REIT | Summer Series Nothing boring about these returns - National Storage REIT | Summer Series Sun, 15 Jan 2023 17:00:36 GMT 34:37 639bf8faed65dd0011787933 false https://shows.acast.com/equity-mates/episodes/nothing-boring-about-these-returns-national-storage-reit-sum 639bf8faed65dd0011787933 8c560a52-84ff-4b06-b819-f4e9bd6e85ef nothing-boring-about-these-returns-national-storage-reit-sum full 7 6 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 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.

]]> 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 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.

]]> Expert: Harrison Moot - Block | Summer Series Expert: Harrison Moot - Block | Summer Series Wed, 11 Jan 2023 17:05:46 GMT 41:52 639bf713124e4c0010127974 false https://shows.acast.com/equity-mates/episodes/expert-harrison-moot-block-summer-series 639bf713124e4c0010127974 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-harrison-moot-block-summer-series full 7 5 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 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 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.

]]> 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 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 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.

]]> Expanding access to the economy - Block | Summer Series Expanding access to the economy - Block | Summer Series Wed, 11 Jan 2023 17:00:18 GMT 25:40 639bf51a509aef00118f84e7 false https://shows.acast.com/equity-mates/episodes/expanding-access-to-the-economy-block-summer-series 639bf51a509aef00118f84e7 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expanding-access-to-the-economy-block-summer-series full 7 4 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 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.

]]> 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 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.

]]> Packaging the world - Amcor | Summer Series Packaging the world - Amcor | Summer Series Sun, 08 Jan 2023 17:00:08 GMT 32:01 639bab812b1f9d001083f508 false https://shows.acast.com/equity-mates/episodes/packaging-the-world-amcor-summer-series 639bab812b1f9d001083f508 8c560a52-84ff-4b06-b819-f4e9bd6e85ef packaging-the-world-amcor-summer-series full 7 3 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 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.

]]> 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 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.

]]> <![CDATA[Australia's hottest lithium project - Core Lithium | Summer Series]]> Wed, 04 Jan 2023 17:00:53 GMT 43:58 639ba45415a2db0011e51d9d false https://shows.acast.com/equity-mates/episodes/australias-hottest-lithium-project-core-lithium-summer-serie 639ba45415a2db0011e51d9d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef australias-hottest-lithium-project-core-lithium-summer-serie full 7 2 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 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 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.

]]> 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 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 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.

]]> $3 for Guac, $1,500 for a share - Chipotle | Summer Series $3 for Guac, $1,500 for a share - Chipotle | Summer Series Sun, 01 Jan 2023 17:00:46 GMT 44:03 639ba2f8568a3e00107a4681 false https://shows.acast.com/equity-mates/episodes/107-burritos-a-day-to-profitability-chipotle-summer-series 639ba2f8568a3e00107a4681 8c560a52-84ff-4b06-b819-f4e9bd6e85ef 107-burritos-a-day-to-profitability-chipotle-summer-series full 7 1 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 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 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.

]]> 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 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 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.

]]> Bonus: Crypto Year In Review | CoinSpot Bonus: Crypto Year In Review | CoinSpot Thu, 22 Dec 2022 17:00:48 GMT 32:33 639b70f51d6fe20011dae8eb false https://shows.acast.com/equity-mates/episodes/bonus-coinspot-crypto-year-in-review 639b70f51d6fe20011dae8eb 8c560a52-84ff-4b06-b819-f4e9bd6e85ef bonus-coinspot-crypto-year-in-review full 6 683 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 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.

]]> 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 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.

]]> Expert: Andrew Brown - A look back at 2022 Expert: Andrew Brown - A look back at 2022 Wed, 21 Dec 2022 17:00:50 GMT 54:32 639fdafe97b2060011537eff false https://shows.acast.com/equity-mates/episodes/expert-andrew-brown-a-look-back-at-2022 639fdafe97b2060011537eff 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-andrew-brown-a-look-back-at-2022 full 6 682 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 acast.com/privacy for more information.

]]> 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 acast.com/privacy for more information.

]]> We review our 2022 Bold Predictions We review our 2022 Bold Predictions Sun, 18 Dec 2022 17:00:59 GMT 35:48 639aaa4f1423940011ae6863 false https://shows.acast.com/equity-mates/episodes/bold-predictions-wrapped-for-2023 639aaa4f1423940011ae6863 8c560a52-84ff-4b06-b819-f4e9bd6e85ef bold-predictions-wrapped-for-2023 full 6 681 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 Network.

Hosted on Acast. See acast.com/privacy for more information.

]]> 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 Network.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Bryce v Ren: 2022's Stock of the Year]]> Sun, 11 Dec 2022 17:00:34 GMT 40:22 639165bfa594500011719bb6 false https://shows.acast.com/equity-mates/episodes/em-chat-stock-of-the-year 639165bfa594500011719bb6 8c560a52-84ff-4b06-b819-f4e9bd6e85ef em-chat-stock-of-the-year full 6 679 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 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.

]]> 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 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.

]]> Equity Mates Awards are back! Equity Mates Awards are back! Fri, 09 Dec 2022 17:00:06 GMT 2:46 63903207ebaaed0010a25652 false https://shows.acast.com/equity-mates/episodes/equity-mates-awards-are-back 63903207ebaaed0010a25652 8c560a52-84ff-4b06-b819-f4e9bd6e85ef equity-mates-awards-are-back full 6 678 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.

]]> 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.

]]> Bonus: $18 a month for heated seats: Car companies are adding monthly subscriptions Bonus: $18 a month for heated seats: Car companies are adding monthly subscriptions Thu, 08 Dec 2022 17:00:52 GMT 23:08 63903655a5945000113e3bdf false https://shows.acast.com/equity-mates/episodes/bonus-18-a-month-for-heated-seats-car-companies-are-adding-m 63903655a5945000113e3bdf 8c560a52-84ff-4b06-b819-f4e9bd6e85ef bonus-18-a-month-for-heated-seats-car-companies-are-adding-m full 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.

]]> 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.

]]> <![CDATA[The world's only listed pure-play podcast company | Emily Villatte - CFO of Acast]]> Wed, 07 Dec 2022 17:00:53 GMT 36:30 63890a3951f2a6001028f357 false https://shows.acast.com/equity-mates/episodes/expert-emily-valette-acast-cfo 63890a3951f2a6001028f357 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-emily-valette-acast-cfo full 6 676 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 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.

]]> 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 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.

]]> Believe it or not, the Aussie share market is up over the past 12 months Believe it or not, the Aussie share market is up over the past 12 months Sun, 04 Dec 2022 17:00:18 GMT 32:50 6389073dcb17a60010d8b509 false https://shows.acast.com/equity-mates/episodes/em-chat-512 6389073dcb17a60010d8b509 8c560a52-84ff-4b06-b819-f4e9bd6e85ef em-chat-512 full 6 675 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 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.

]]> 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 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.

]]> <![CDATA[Marcus Padley & Henry Jennings - Chickens don't make money | Finfest ]]> Wed, 30 Nov 2022 17:00:11 GMT 24:33 6387248799ad8600113076de false https://shows.acast.com/equity-mates/episodes/marcus-padley-henry-jennings-chickens-dont-make-money-finfes 6387248799ad8600113076de 8c560a52-84ff-4b06-b819-f4e9bd6e85ef marcus-padley-henry-jennings-chickens-dont-make-money-finfes full 6 674 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.



Hosted on Acast. See acast.com/privacy for more information.

]]> 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.



Hosted on Acast. See acast.com/privacy for more information.

]]> Bonus: Ed Kavalee on why Australia will beat Denmark Bonus: Ed Kavalee on why Australia will beat Denmark Wed, 30 Nov 2022 02:41:44 GMT 9:06 6386c2e9d795790011f461fa false https://shows.acast.com/equity-mates/episodes/bonus-ed-kavalee-on-why-australia-will-beat-denmark 6386c2e9d795790011f461fa 8c560a52-84ff-4b06-b819-f4e9bd6e85ef bonus-ed-kavalee-on-why-australia-will-beat-denmark full 6 673 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 acast.com/privacy for more information.

]]> 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 acast.com/privacy for more information.

]]> We draft 12 stocks for the next 12 months We draft 12 stocks for the next 12 months Sun, 27 Nov 2022 17:00:06 GMT 46:22 637fea3646e5870011157fa2 false https://shows.acast.com/equity-mates/episodes/12-stocks-for-the-next-12-months 637fea3646e5870011157fa2 8c560a52-84ff-4b06-b819-f4e9bd6e85ef 12-stocks-for-the-next-12-months full 6 672 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 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.

]]> 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 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.

]]> Expert: John Caulfield - Investing in carbon credits | VanEck Expert: John Caulfield - Investing in carbon credits | VanEck Thu, 24 Nov 2022 17:00:42 GMT 29:27 6376c470ae28f80011b5aaca false https://shows.acast.com/equity-mates/episodes/expert-john-caulfield-van-eck-etf 6376c470ae28f80011b5aaca 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-john-caulfield-van-eck-etf full 6 671 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 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.

]]> 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 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.

]]> Expert: Kenneth Stanley - AI researcher on how innovation occurs Expert: Kenneth Stanley - AI researcher on how innovation occurs Wed, 23 Nov 2022 17:00:27 GMT 48:33 6376c563cbbf2a00124fb1ff false https://shows.acast.com/equity-mates/episodes/expert-kenneth-stanley 6376c563cbbf2a00124fb1ff 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-kenneth-stanley full 6 670 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 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.

]]> 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 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.

]]> Bonus: Ed Kavalee on the business of the Qatar World Cup (and his conspiracy on what will happen next) Bonus: Ed Kavalee on the business of the Qatar World Cup (and his conspiracy on what will happen next) Sun, 20 Nov 2022 17:01:59 GMT 39:34 6379cd61325c810010cc0157 false https://shows.acast.com/equity-mates/episodes/bonus-ed-kavalee-on-the-business-of-the-qatar-wold-cup-and-h 6379cd61325c810010cc0157 8c560a52-84ff-4b06-b819-f4e9bd6e85ef bonus-ed-kavalee-on-the-business-of-the-qatar-wold-cup-and-h full 6 669 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.

]]> 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.

]]> Our thoughts on FTX, Sam Bankman-Fried and where to from here for crypto | Coinspot Our thoughts on FTX, Sam Bankman-Fried and where to from here for crypto | Coinspot Sun, 20 Nov 2022 17:00:05 GMT 35:22 6376c05a7c072200107c9ba9 false https://shows.acast.com/equity-mates/episodes/em-chat-2111-with-darcy-ftx 6376c05a7c072200107c9ba9 8c560a52-84ff-4b06-b819-f4e9bd6e85ef em-chat-2111-with-darcy-ftx full 6 669 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 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.

]]> 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 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.

]]> <![CDATA[Expert: Steven Glass - Balancing growth & value with sustainable investing]]> Wed, 16 Nov 2022 17:00:54 GMT 44:21 636d8ff9d6f862001201258f false https://shows.acast.com/equity-mates/episodes/expert-steven-glass 636d8ff9d6f862001201258f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-steven-glass full 6 668 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. 

*****

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.

]]> 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. 

*****

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.

]]> Everyone makes mistakes. We just make a lot of them. Everyone makes mistakes. We just make a lot of them. Sun, 13 Nov 2022 17:00:49 GMT 37:55 636d9202089f730011d9d06f false https://shows.acast.com/equity-mates/episodes/em-chat-14 636d9202089f730011d9d06f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef em-chat-14 full 6 667 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 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.

]]> 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 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.

]]> Expert Panel: Finding Generational Businesses | FinFest Expert Panel: Finding Generational Businesses | FinFest Wed, 09 Nov 2022 17:00:07 GMT 29:47 636b39c8ddf11e0012d2e6dd false https://shows.acast.com/equity-mates/episodes/finfest-how-to-search-for-generational-business 636b39c8ddf11e0012d2e6dd 8c560a52-84ff-4b06-b819-f4e9bd6e85ef finfest-how-to-search-for-generational-business full 6 666 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.

]]> 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.

]]> This could be a way to generate index outperformance This could be a way to generate index outperformance Sun, 06 Nov 2022 17:00:07 GMT 46:32 636770e620b76a0011caa76e false https://shows.acast.com/equity-mates/episodes/bryce-has-done-his-homework 636770e620b76a0011caa76e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef bryce-has-done-his-homework full 6 665 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: 



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.

]]> 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: 



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.

]]> <![CDATA[Expert: Ricky Sandler - Valuation is an opinion, mispricing is an opportunity | Hearts & Minds]]> Wed, 02 Nov 2022 17:00:35 GMT 51:56 6361fec05815050011e4747d false https://shows.acast.com/equity-mates/episodes/expert-ricky-sandler-why-active-management-will-shine-throug 6361fec05815050011e4747d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-ricky-sandler-why-active-management-will-shine-throug full 6 664 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 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.

]]> 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 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.

]]> <![CDATA[There's always going to be a reason to panic + Ren's Book Bonanza]]> Sun, 30 Oct 2022 17:00:26 GMT 46:40 635e35cd6c76fa00119419b8 false https://shows.acast.com/equity-mates/episodes/theres-always-going-to-be-a-reason-to-panic-rens-book-bonanz 635e35cd6c76fa00119419b8 8c560a52-84ff-4b06-b819-f4e9bd6e85ef theres-always-going-to-be-a-reason-to-panic-rens-book-bonanz full 6 663 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.

]]> 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.

]]> Bonus: The booming industry of trading cards | eBay Bonus: The booming industry of trading cards | eBay Thu, 27 Oct 2022 17:00:28 GMT 24:17 6351ac91a8315e00123be090 false https://shows.acast.com/equity-mates/episodes/bonus-ebay-trading-pokomon-cards 6351ac91a8315e00123be090 8c560a52-84ff-4b06-b819-f4e9bd6e85ef bonus-ebay-trading-pokomon-cards full 6 662 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. 

*****

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.

]]> 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. 

*****

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.

]]> Expert: Wayne Jones - Low activity investing Expert: Wayne Jones - Low activity investing Wed, 26 Oct 2022 17:00:53 GMT 50:54 6351abfe9698910012d0a65e false https://shows.acast.com/equity-mates/episodes/expert-waye-jones-gnes-capitall-management 6351abfe9698910012d0a65e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-waye-jones-gnes-capitall-management full 6 661 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 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.

]]> 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 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.

]]> Building an investing checklist + Henry Jennings pitches Core Lithium Building an investing checklist + Henry Jennings pitches Core Lithium Sun, 23 Oct 2022 17:00:38 GMT 33:30 6351ab23c768740011a05a8e false https://shows.acast.com/equity-mates/episodes/em-chat-w-henry-jennings-high-conviction-pitch-from-finfest 6351ab23c768740011a05a8e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef em-chat-w-henry-jennings-high-conviction-pitch-from-finfest full 6 660 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.

Hosted on Acast. See acast.com/privacy for more information.

]]> 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.

Hosted on Acast. See acast.com/privacy for more information.

]]> Quick Finfest Wrap + Emma Fisher on the difference between uncertainty and risk Quick Finfest Wrap + Emma Fisher on the difference between uncertainty and risk Wed, 19 Oct 2022 17:00:13 GMT 29:43 634f9096266ab10011ac00ac false https://shows.acast.com/equity-mates/episodes/quick-finfest-wrap-emma-fisher 634f9096266ab10011ac00ac 8c560a52-84ff-4b06-b819-f4e9bd6e85ef quick-finfest-wrap-emma-fisher full 6 557 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 acast.com/privacy for more information.

]]> 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 acast.com/privacy for more information.

]]> Three stocks from three investor letters Three stocks from three investor letters Sun, 16 Oct 2022 17:00:20 GMT 36:22 634788c642d29c0011559d89 false https://shows.acast.com/equity-mates/episodes/em-chat-we-are-now-experts 634788c642d29c0011559d89 8c560a52-84ff-4b06-b819-f4e9bd6e85ef em-chat-we-are-now-experts full 6 558 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.

Hosted on Acast. See acast.com/privacy for more information.

]]> 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.

Hosted on Acast. See acast.com/privacy for more information.

]]> Expert: Kerry Craig - Winter is Coming | J.P. Morgan Asset Management Expert: Kerry Craig - Winter is Coming | J.P. Morgan Asset Management Wed, 12 Oct 2022 17:00:05 GMT 46:55 6336411cdd0b87001321be96 false https://shows.acast.com/equity-mates/episodes/expert-kerry-craig-winter-is-coming-jp-morgan-asset-manageme 6336411cdd0b87001321be96 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-kerry-craig-winter-is-coming-jp-morgan-asset-manageme full 6 556 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 Management 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 Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

]]> 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 Management 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 Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Expert: James Abela & Maroun Younes - What makes a future leader? | Fidelity ]]> Sun, 09 Oct 2022 17:00:15 GMT 47:29 633136781317ea0013877ece false https://shows.acast.com/equity-mates/episodes/james-maroun-global-future-leaders-fidelity 633136781317ea0013877ece 8c560a52-84ff-4b06-b819-f4e9bd6e85ef james-maroun-global-future-leaders-fidelity full 6 555 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 acast.com/privacy for more information.

]]> 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 acast.com/privacy for more information.

]]> Untangling the global supply chain - Richard White of WiseTech | ASX CEO Connect Series Untangling the global supply chain - Richard White of WiseTech | ASX CEO Connect Series Thu, 06 Oct 2022 17:00:15 GMT 48:56 633654e9bc3f1e0012ad37ac false https://shows.acast.com/equity-mates/episodes/untangling-the-global-supply-chain-richard-white-of-wisetech 633654e9bc3f1e0012ad37ac 8c560a52-84ff-4b06-b819-f4e9bd6e85ef untangling-the-global-supply-chain-richard-white-of-wisetech full 6 554 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. 

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.

]]> 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. 

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.

]]> <![CDATA[What next for crypto? | Brian Armstrong, Co-founder & CEO of Coinbase ]]> Wed, 05 Oct 2022 17:00:39 GMT 42:08 6323f671a3d94600120e5e88 false https://shows.acast.com/equity-mates/episodes/expert-brian-armstrong-ceo-coinbase 6323f671a3d94600120e5e88 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-brian-armstrong-ceo-coinbase full 6 553 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.

]]> 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.

]]> <![CDATA[Headlines from the ASX & Opportunities in Britain ]]> Sun, 02 Oct 2022 17:00:05 GMT 43:38 63360720694b730012e986a5 false https://shows.acast.com/equity-mates/episodes/em-chat-03-10 63360720694b730012e986a5 8c560a52-84ff-4b06-b819-f4e9bd6e85ef em-chat-03-10 full 6 552 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 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.

]]> 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 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.

]]> <![CDATA[Expert: Tim Carleton - Mineral Resources, Nick Scali & What makes a great Australian company]]> Wed, 28 Sep 2022 18:00:03 GMT 49:21 63321ebc28101900120c44cf false https://shows.acast.com/equity-mates/episodes/hearts-minds-tim-carleton 63321ebc28101900120c44cf 8c560a52-84ff-4b06-b819-f4e9bd6e85ef hearts-minds-tim-carleton full 6 551 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 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.

]]> 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 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.

]]> After 5 years of Equity Mates, Bryce has figured out that diversification works After 5 years of Equity Mates, Bryce has figured out that diversification works Sun, 25 Sep 2022 18:00:13 GMT 34:25 632bd9ba12e16600136d659f false https://shows.acast.com/equity-mates/episodes/em-chat-2609 632bd9ba12e16600136d659f 8c560a52-84ff-4b06-b819-f4e9bd6e85ef em-chat-2609 full 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.

]]> 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.

]]> Expert: Dan Annan - Launching crypto ETFs | Cosmos Asset Management Expert: Dan Annan - Launching crypto ETFs | Cosmos Asset Management Thu, 22 Sep 2022 18:00:25 GMT 42:10 632ac8b7bbc804001309ac37 false https://shows.acast.com/equity-mates/episodes/expert-dan-annan-ceo-of-cosmos-asset-management 632ac8b7bbc804001309ac37 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-dan-annan-ceo-of-cosmos-asset-management full 6 549 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 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.

]]> 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 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.

]]> Expert: Divya Narendra - Classmates with Zuckerberg, Co-founder with the Winklevoss Twins, Guest on Equity Mates Expert: Divya Narendra - Classmates with Zuckerberg, Co-founder with the Winklevoss Twins, Guest on Equity Mates Wed, 21 Sep 2022 18:00:47 GMT 33:22 6322e477c7188800136e2c3a false https://shows.acast.com/equity-mates/episodes/expert-divya-narendra 6322e477c7188800136e2c3a 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-divya-narendra full 6 548 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 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. 

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

]]> 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 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. 

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

]]> Tips from two top financial advisors | Talk Money to Me crossover Tips from two top financial advisors | Talk Money to Me crossover Sun, 18 Sep 2022 18:00:25 GMT 43:45 63201ec2ea16e5001209f31b false https://shows.acast.com/equity-mates/episodes/em-chat-tmtm-crossover-episode 63201ec2ea16e5001209f31b 8c560a52-84ff-4b06-b819-f4e9bd6e85ef em-chat-tmtm-crossover-episode full 6 547 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.

]]> 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.

]]> Expert: Chris Bedingfield - What everyone gets wrong about Australian residential property Expert: Chris Bedingfield - What everyone gets wrong about Australian residential property Wed, 14 Sep 2022 18:00:12 GMT 39:23 631ac0c3b032c20013f75063 false https://shows.acast.com/equity-mates/episodes/expert-chris-bedingfield-what-everyone-gets-wrong-about-aust 631ac0c3b032c20013f75063 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-chris-bedingfield-what-everyone-gets-wrong-about-aust full 6 546 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.

Hosted on Acast. See acast.com/privacy for more information.

]]> 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.

Hosted on Acast. See acast.com/privacy for more information.

]]> Building a thesis: Warner Bros Discovery Building a thesis: Warner Bros Discovery Sun, 11 Sep 2022 18:00:53 GMT 38:55 631abb7f127e010016f922aa false https://shows.acast.com/equity-mates/episodes/building-a-thesis-warner-bros-discovery 631abb7f127e010016f922aa 8c560a52-84ff-4b06-b819-f4e9bd6e85ef building-a-thesis-warner-bros-discovery full 6 545 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.

]]> 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.

]]> Expert: Nathan Bell - The 2, 4, 6 rule of portfolio construction | InvestSMART Expert: Nathan Bell - The 2, 4, 6 rule of portfolio construction | InvestSMART Thu, 08 Sep 2022 18:00:31 GMT 50:19 630802197143b00013d01b07 false https://shows.acast.com/equity-mates/episodes/bonus-investsmart-ep-nathan-bell 630802197143b00013d01b07 8c560a52-84ff-4b06-b819-f4e9bd6e85ef bonus-investsmart-ep-nathan-bell full 6 544 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 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.

]]> 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 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.

]]> Expert: Joe Magyer - The importance of an investing checklist Expert: Joe Magyer - The importance of an investing checklist Wed, 07 Sep 2022 18:00:38 GMT 41:34 63115167305730001210bf79 false https://shows.acast.com/equity-mates/episodes/expert-joe-magyer-the-importance-of-an-investing-checklist 63115167305730001210bf79 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-joe-magyer-the-importance-of-an-investing-checklist full 6 543 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 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.

]]> 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 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.

]]> Reporting season is (finally) over. What did we learn? Reporting season is (finally) over. What did we learn? Sun, 04 Sep 2022 18:00:30 GMT 41:05 63114d3e688483001214b15d false https://shows.acast.com/equity-mates/episodes/reporting-season-is-finally-over-what-did-we-learn 63114d3e688483001214b15d 8c560a52-84ff-4b06-b819-f4e9bd6e85ef reporting-season-is-finally-over-what-did-we-learn full 6 542 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.

]]> 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.

]]> <![CDATA[Expert: Amit Goel - Why the 'Hertz' of Brazil is compounding at 10% | Fidelity]]> Wed, 31 Aug 2022 18:00:44 GMT 47:26 6302eea2e18268001397f01c false https://shows.acast.com/equity-mates/episodes/expert-amit-goel-this-company-buys-13-of-all-brazilian-cars- 6302eea2e18268001397f01c 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-amit-goel-this-company-buys-13-of-all-brazilian-cars- full 6 537 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:



****

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.

]]> 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:



****

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.

]]> Disney is getting into sports betting + Earnings wrap Disney is getting into sports betting + Earnings wrap Sun, 28 Aug 2022 18:00:33 GMT 43:45 6307e7a8caa1d900140b1950 false https://shows.acast.com/equity-mates/episodes/em-chat-2908-betting 6307e7a8caa1d900140b1950 8c560a52-84ff-4b06-b819-f4e9bd6e85ef em-chat-2908-betting full 6 539 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.

]]> 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.

]]> <![CDATA[Cement's sustainability challenge - Theresa Mlikota, CFO of Adbri | ASX CEO Connect Series]]> Thu, 25 Aug 2022 18:00:51 GMT 40:13 6302d31da6750d0013987a4e false https://shows.acast.com/equity-mates/episodes/asx-ceo-connect-theresa-milkota-adbri 6302d31da6750d0013987a4e 8c560a52-84ff-4b06-b819-f4e9bd6e85ef asx-ceo-connect-theresa-milkota-adbri full 6 538 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 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.

]]> 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 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.

]]> Expert: Julian McCormack - Platinum believe there is more pain ahead Expert: Julian McCormack - Platinum believe there is more pain ahead Wed, 24 Aug 2022 18:00:47 GMT 49:55 62f5f78c2461610012066e85 false https://shows.acast.com/equity-mates/episodes/expert-julian-mccormack 62f5f78c2461610012066e85 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-julian-mccormack full 6 540 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-looking statements.

Past performance is not a reliable indicator of future returns.

To the extent permitted by law, no liability is accepted by Platinum for any loss or damage as a result of any reliance on this information.

****

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.

Hosted on Acast. See acast.com/privacy for more information.

]]> 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-looking statements.

Past performance is not a reliable indicator of future returns.

To the extent permitted by law, no liability is accepted by Platinum for any loss or damage as a result of any reliance on this information.

****

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.

Hosted on Acast. See acast.com/privacy for more information.

]]> Hands down, the most unethical industry deep dive we’ve done Hands down, the most unethical industry deep dive we’ve done Sun, 21 Aug 2022 18:00:28 GMT 35:25 62fdfcbb23856c00116d58ac false https://shows.acast.com/equity-mates/episodes/hands-down-the-most-unethical-industry-deep-dive-weve-done 62fdfcbb23856c00116d58ac 8c560a52-84ff-4b06-b819-f4e9bd6e85ef hands-down-the-most-unethical-industry-deep-dive-weve-done full 6 536 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. 


Equity Mates is part of the Acast Creator Network. 

Hosted on Acast. See acast.com/privacy for more information.

]]> 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. 


Equity Mates is part of the Acast Creator Network. 

Hosted on Acast. See acast.com/privacy for more information.

]]> Expert: Natalie Brunell - Update from world of Bitcoin | Coinspot Expert: Natalie Brunell - Update from world of Bitcoin | Coinspot Thu, 18 Aug 2022 18:00:46 GMT 37:28 62eef7602f61560012508a27 false https://shows.acast.com/equity-mates/episodes/expert-natalie-brunell-sponsored-by-coinspot 62eef7602f61560012508a27 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-natalie-brunell-sponsored-by-coinspot full 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 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.

]]> 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 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.

]]> <![CDATA[Expert: Niki Scevak - Blackbird's search for wild ideas and wild hearts]]> Wed, 17 Aug 2022 18:00:36 GMT 48:15 62ede6db69245300142a0e41 false https://shows.acast.com/equity-mates/episodes/expert-niki-scevak-blackbird 62ede6db69245300142a0e41 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-niki-scevak-blackbird full 6 534 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 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.

]]> 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 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.

]]> The most important reporting season until the next one The most important reporting season until the next one Sun, 14 Aug 2022 18:00:50 GMT 37:14 62f49cc609f02200124413f7 false https://shows.acast.com/equity-mates/episodes/em-chat-1508 62f49cc609f02200124413f7 8c560a52-84ff-4b06-b819-f4e9bd6e85ef em-chat-1508 full 6 533 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 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.

]]> 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 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.

]]> Expert: Daniel Gladis - Invest in what will happen, not what you want to happen Expert: Daniel Gladis - Invest in what will happen, not what you want to happen Wed, 10 Aug 2022 18:00:42 GMT 42:06 62da37873385f80012766703 false https://shows.acast.com/equity-mates/episodes/expert-daniel-gladis-vltava-fund 62da37873385f80012766703 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-daniel-gladis-vltava-fund full 6 532 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 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.

]]> 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 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.

]]> Earnings wrap + Michael Frazis on his growth portfolio Earnings wrap + Michael Frazis on his growth portfolio Sun, 07 Aug 2022 18:00:41 GMT 45:12 62ec57ad5402ab0013295ebe false https://shows.acast.com/equity-mates/episodes/em-chat-the-things-cant-get-any-worse-rally 62ec57ad5402ab0013295ebe 8c560a52-84ff-4b06-b819-f4e9bd6e85ef em-chat-the-things-cant-get-any-worse-rally full 6 531 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 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.

]]> 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 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.

]]> Expert: Mark Bouris - Fear is the great thief of imagination Expert: Mark Bouris - Fear is the great thief of imagination Wed, 03 Aug 2022 18:00:17 GMT 58:20 62da310562e8610013e21289 true https://shows.acast.com/equity-mates/episodes/expert-mark-bouris-yellow-brick-road 62da310562e8610013e21289 8c560a52-84ff-4b06-b819-f4e9bd6e85ef expert-mark-bouris-yellow-brick-road full 6 530 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 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.

]]> 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 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.

]]> Earnings season continues as we unpack a few companies that caught our eye Earnings season continues as we unpack a few companies that caught our eye Sun, 31 Jul 2022 18:00:42 GMT 41:56 62e2f6d14da3d800146fbc14 false https://shows.acast.com/equity-mates/episodes/em-chat-unknown-companies-that-caught-our-eye 62e2f6d14da3d800146fbc14 8c560a52-84ff-4b06-b819-f4e9bd6e85ef em-chat-unknown-companies-that-caught-our-eye full 6 529 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.


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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

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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.

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

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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. 

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