Equity Mates Investing Podcast
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Industry Deep Dive: Healthcare - Double the size of supermarkets, none of the hype
22 mei 2024 · 44 min
We're back with another industry deep dive, this time on Australia's $241 billion healthcare industry. Lees meer
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.
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Have an investing question?
Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
Or get put in touch with a professional financial advisor by filling out this form
Want more Equity Mates?
Sign up to our email to keep up with business news
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Med…
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Buy or Sell: Roger Montgomery - Nick Scali, Megaport, NovoNordisk & more
20 mei 2024 · 31 min
Adam Keily is back for another episode of Buy or Sell. Lees meer
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
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Have an investing question?
Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
Or get put in touch with a professional financial advisor by filling out this form
Want more Equity Mates?
Sign up to our email to keep up with business news
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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COVID stocks that haven't recovered (yet?), Pimp my portfolio & should I invest in gold?
19 mei 2024 · 31 min
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. Lees meer
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
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Have an investing question?
Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
Or get put in touch with a professional financial advisor by filling out this form
Want more Equity Mates?
Sign up to our email to keep up with business news
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540…
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Expert: Catriona Burns - Investing in AI outside the Big 7 | Wilson Asset Management
16 mei 2024 · 32 min
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. Lees meer
Here's what else we cover in today's episode:
Catriona's investment philosophy
How she thinks about investing in Big Tech at the moment
Novel ways of investing in artificial intelligence outside of Big Tech
How inflation and interest rates affect her investment process
What Catriona has learned from the latest earnings season
What is driving this uptick in M&A activity
Want to get involved?
Have a question? Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
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Want more Equity Mates:
Sign up to our email to keep up with business news
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads
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Thank you to Wilson Asset Management for sponsoring this episode. Their sponsorship makes this podcast possible and helps keep all of our content free.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Bef…
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Ask an Adviser: Dylan Pargiter-Green - When can I retire, is private school worth it & screwing up in your 30s
15 mei 2024 · 42 min
Dylan Pargiter-Green is a Director and Financial Advisor at Bold Wealth. He specialises in helping older Australians prepare for retirement. Lees meer
While we are still (sadly) a few years (decades) away from retirement, we wanted to ask Dylan the common mistakes he sees in his older clients that we can take steps to avoid today. We also wanted to discuss some of the big life milestones to come - settling down with a partner, having kids, navigating the cost of education, preparing for retirement - and how we can best prepare for them today.
If you would like to speak to Dylan, fill out the form on our website and we'll put you in touch.
Want to get involved?
Have a question? Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
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Want more Equity Mates:
Sign up to our email to keep up with business news
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media …
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Expert: Dion Hershan - Avoid the Mundane 7 | Yarra Capital
13 mei 2024 · 33 min
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). Lees meer
In this episode Dion advises us to avoid the Mundane 7 and shares where he thinks the biggest growth opportunities in the Aussie share market reside: the ASX 200 outside the biggest 20 companies.
In this episode we also dive deep on two companies that Dion thinks exemplify the opportunities outside the Mundane 7 - CAR Group (CAR) and NextDC (NXT).
Want to get involved?
Have a question? Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
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Want more Equity Mates:
Sign up to our email to keep up with business news
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads
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Thank you to Yarra Capital for sponsoring this episode. Their sponsorship makes this podcast possible and helps us keep all of our content free.
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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 Discl…
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Woolworths 4 day workweek, Pimp my Portfolio & small tech stocks are back
12 mei 2024 · 36 min
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. Lees meer
Here's what else we cover in today's episode:
The RBA met last week and chose to hold the cash rate at 4.35%
The RBA's commentary gave some clues on where to next for interest rates
Disney surprised the market by making a profit from Disney+ streaming service, but the stock still fell 8%
More bad news from Boeing
Luke Laretive joins us for another edition of Pimp my Portfolio
We round up some of the well-known tech names that fell 80 or 90% and have since rebounded
Want to get involved?
Have a question? Ask via our website and we'll answer it on the podcast.
Submit your portfolio for Pimp my Portfolio via our website
Join the conversation in the Facebook Discussion Group
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Want more Equity Mates:
Sign up to our email to keep up with business news
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial profess…
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Bonus: Meshel Laurie - The world's first AI news show
9 mei 2024 · 38 min
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? Lees meer
To kick off today's episode we unpack Meshel's views on money and investing. Then we discuss one of Meshel's latest projects - Real News - the world's first news podcast voiced by artificial intelligence.
Resources discussed:
Check out Meshel's AI news podcast: Real News
Hear Meshel's other podcasts: Australian True Crime and Can We Be Real?
Have a question? Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Highlights from Berkshire Hathaway, Apple’s record buyback & crypto’s record price
8 mei 2024 · 32 min
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. Lees meer
If you don't have the capacity to listen to the full recording, listen to our summary in this episode including some of our favourite clips from the event.
Here's what else we cover in today's episode:
Apple's record-breaking $110 billion buyback
Putting the buyback in context by comparing it to some other companies and industries
How crypto has buoyed the fortunes of Coinbase and Block
Highlights from Berkshire's annual general meeting
Resources discussed:
Watch the full 7 and a half hours of Berkshire's AGM
See Apple's buyback in context on our Instagram
Have a question? Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Buy or Sell: Adam Keily with Scott Phillips - Qantas, Pilbara, Cochlear & more
6 mei 2024 · 31 min
We're back for the latest episode of Buy or Sell. Lees meer
In today's episode, Adam Keily is joined by Scott Phillips of The Motley Fool.
Get involved:
Do you have a stock you want to ask about? Hit us up via our website.
Track previous Buy or Sell picks on our website tracker
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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.
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Snapchat and Spotify are back, Bonza isn't & Pimp my Portfolio returns
5 mei 2024 · 27 min
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. Lees meer
Here's just some of the highlights:
Why Ren will never invest in an airline
Snapchat is killing it - more than 400 million people use it every day
Spotify keep growing as well
The giant tech companies are in an AI arms race - and they're spending like it
Why Microsoft is considering building its own nuclear power station
What companies are saying about inflation in their supply chains
What the latest Federal Reserve meeting tells us about interest rates
Adam Dawes joins us for a Pimp my Portfolio
Want to get involved:
Have a question? Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Uncovered: Sparc Technologies - 3 big decarbonisation bets
2 mei 2024 · 44 min
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. Lees meer
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.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Lessons on valuation, Pimp my portfolio & is the stock market predictable long term?
1 mei 2024 · 33 min
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. Lees meer
In this episode we unpack that data across the Australian and US stock market.
Here's what else we cover in today's episode:
Luke Laretive joins us for another Pimp my Portfolio
What we learned from The Little Book of Valuation by Aswath Damadoran
Resources discussed:
Have a question? Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
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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.
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Expert: Professor Scott Galloway - The formula for building wealth
29 april 2024 · 47 min
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 Lees meer
In this conversation, we unpack:
His early life, including founding 9 (yes, 9!) different companies
How he made his money and what he attributes the success of those companies to
The components of the algebra of wealth
How you know when you're rich
Why Scott has a contrarian take on the advice to 'follow your passion'
How Scott believes young people should invest today (and how they shouldn't)
Scott's view on property as an investment
Why Taylor Swift is the ultimate female role model
The crisis of young men and what should be done about it
Scott's view on alcohol, why he quit, and why he's drinking again
Resources discussed:
Pick up Scott's new book: The Algebra of Wealth: A Simple Formula for Success
Pick up our books: Get Started Investing and Don't Stress, Just Invest
Want to ask a question or join us on the podcast, hit us up via our website.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to…
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Why companies die but indexes are forever, Pimp my portfolio & ETF overlap
28 april 2024 · 28 min
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. Lees meer
Makes the stock market seem pretty risky right?
In that time, the US stock market grew 23,249%. Or, put another way, each $100 invested in 1950 turned into more than $200k. In this episode we share how you can reconcile those two numbers and ultimately why companies may die but indexes are forever.
Here's what else we cover in today's episode:
How indexes have changed over time
Adam Dawes returns for another Pimp my Portfolio
The challenge of ETF overlap: what is it, when is it okay and how can you measure it?
Resources discussed:
Examine ETF overlap with ETF Tracker
Pick up our book Don't Stress, Just Invest
Have a question? Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Expert: Cameron Blanks - Secrets of Australasia's largest private equity fund | Pacific Equity Partners
25 april 2024 · 33 min
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. Lees meer
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.
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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.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Industry Deep Dive: Sports Betting - 5 years after US legalisation, who is winning?
24 april 2024 · 29 min
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. Lees meer
We haven't heard anything about the sports betting industry for a while, so we thought we'd check in and see how the industry has developed.
In today's episode we cover:
What has happened in the 5 years since legalisation
Which Australian companies have attempted to enter the US market
How Australia's sports betting market compares to the US
How you can invest in this industry
Resources discussed:
Goldman Sachs industry insight into sports betting
The Dive episode on sports betting in Australia
Have a question? Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Expert: Roger Montgomery - 5 stocks he's buying today
22 april 2024 · 50 min
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. Lees meer
In this episode, we cover:
Where to next for interest rates
Why Roger believes now is the time to deploy cash
Roger's investment philosophy and stock picking process
5 stocks ASX Roger likes
How Roger is approaching investing in cryptocurrency
Resources discussed:
Montgomery Investment Management website: www.montinvest.com
Roger's best-selling investment book Value.able: Value.able by Roger Montgomery
Montgomery Small Companies Fund: Montgomery Small Companies Fund
Want to ask a question or join us on the podcast, hit us up via our website.
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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.
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We're celebrating 1,000 episodes!
21 april 2024 · 29 min
A huge moment for us here at Equity Mates - we're celebrating 1,000 episodes of Equity Mates Investing and Get Started Investing. Lees meer
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!
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Welcome to Equity Mates Investing!
19 april 2024 · 3 min
Welcome to Equity Mates Investing Podcast! Lees meer
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.
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Uncovered: Hazer Group - A new way to make clean hydrogen
18 april 2024 · 37 min
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. Lees meer
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.
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Thank you to Hazer Group for sponsoring this episode.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Adam Dawes joins for Pimp my Portfolio, TikTok's worst advice pt.2 & meet Channel 10's new (potential) owner
17 april 2024 · 38 min
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. Lees meer
Hear what Adam thinks of Grant's portfolio and how he can take it to the next level.
Here's what else we cover in today's episode:
Channel 10 may be getting a new owner, we look at the potential acquisition of Paramount Global
Paramount's potential buyer - Skydance Media - sparks a conversation about the children of billionaires
Adam Dawes reviews Grant's portfolio
We react to some of TikTok's worst financial advice
Resources discussed:
Want to speak to Adam? Fill out the form on our website
Have a question? Ask via our website and we'll answer it on the podcast
Join the conversation in the Facebook Discussion Group
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Live: Ask an Adviser with Glen Hare - Property, Superannuation, Brokers, Insurance & more
15 april 2024 · 1 uur 5 min
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. Lees meer
Answering your questions was Glen Hare, co-founder of Fox & Hare Financial Advice.
In this conversation we cover:
The most common mistakes Glen sees
How to assess your financial health at any age
Strategies to build passive income
Setting your retirement goal and FIRE number
How much we should be investing while young
Balancing investing inside of superannuation and outside of it
What is the 'right' level of insurance for your age
Considerations for buying and paying off your first home
Resources discussed:
Looking to speak to Glen or an advisor at Fox & Hare? Fill out this form and ask for Glen
Want to ask a question or join us on the podcast, hit us up via our website.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Australia's Dividend Darlings, don't expect rate cuts soon & where we find information
14 april 2024 · 27 min
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. Lees meer
We've done the work and created our own group: Australia's Dividend Darlings.
Tune in to hear what criteria we used and which companies made the cut. More importantly, hear how the Dividend Darlings have performed against the overall Australian share market over the past 10 years.
Here's what else we cover in today's episode:
A look at the earning power of YouTube and Instagram - which one would you rather?
Discuss the latest inflation data out of the US - 3.5% up from 3.2% - and what comes next
Answer a question on our favourite sources of information
Resources discussed:
Explainer on the US Dividend Aristocrats
Screen stocks and look up company data with TIKR
Track your investments and backtest strategies with Sharesight
Have a question? Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. …
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Expert: Joe Wright - Three ways to invest in resources | Airlie Funds Management
11 april 2024 · 33 min
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. Lees meer
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.
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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
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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TikTok's worst financial advice, Pimp my Portfolio & the pros and cons of music royalties
10 april 2024 · 39 min
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. Lees meer
This asset class has become more accessible for everyday investors with companies listed on the stock market. But just because we can invest in music royalties, doesn't mean we should. We unpack why in today's episode.
Here's what else we cover:
An update from small cap manager Fairlight
We continue our quest for an acronym for the Australian market
The invest case for and against music royalties
Other investments with royalty payments that we prefer
Pimp my Portfolio with Luke Laretive returns
We hear from some of TikTok's worst investors
Resources discussed:
Want to speak to Luke? Fill out this form on our website
Have a question? Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Buy or Sell with Adam Keily and Adam Dawes
8 april 2024 · 33 min
We're back for the latest episode of Buy or Sell. Lees meer
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.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Move over Magnificent 7, meet the Magnificent 11, Bryce’s small cap investment & Compounding continued
7 april 2024 · 36 min
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. Lees meer
Here's what else we cover in this episode
Why the Magnificent 11 are also known as the GRANOLAS
Why Ren isn't convinced by the Magnificent 11 just yet
Which group of stocks have performed better over the past year - the 7 or the 11?
Bryce's latest investment - a small cap fund manager
What you need to do to enjoy the benefits of compounding
Resources discussed:
Listen to our episodes with Fairlight's Nick Cregan
Listen to our episodes with Fairlight's Will Dowd
Have a question? Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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A Truth Social conspiracy, Pimp my Portfolio & the business of Champagne
3 april 2024 · 36 min
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. Lees meer
That's not all we cover in a big episode of Equity Mates:
Who was right about Reddit's share price?
Hear Ren's Truth Social conspiracy theory
An update on Boeing's terrible year
Luke Larative joins us for another Pimp my Portfolio
Book club returns as we review March's book on the business of Champagne
Resources discussed:
March's Book: The Widow Clicquot
April's Book: The Little Book of Valuation
Looking for another book? Pick up our book Don’t Stress Just Invest
Join the Facebook Discussion Group
Want to speak to Luke? Fill out the form on our website
Have a question? Ask via our website and we'll answer it on the podcast.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Expert: Sam Gordon - Rentvesting, Equity Recycling & what is going on with Aussie property?
1 april 2024 · 43 min
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. Lees meer
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.
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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.
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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.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Lump sum or DCA, the latest on Ozempic & a baby Berkshire?
31 maart 2024 · 30 min
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. Lees meer
In this episode we cover:
How Novo Nordisk's latest drug has been twice as effective as their existing drugs in early trials
The growing list of competitors to Ozempic
Why these drugs could be incredible technology but less-than-incredible investments from here
A new company trying to copy Berkshire Hathaway's playbook
The impressive first 20 years of this company's Berkshire-lite playbook
We answer the age-old question: should I invest in a lump sum or dollar cost average?
Resources discussed:
Markel Group's 2023 shareholder letter
DCA v Lump Sum: Nick Magulli study
DCA v Lump Sum: Morgan Stanley study
DCA v Lump Sum: Vanguard study
DCA v Lump Sum: Morningstar study
Join the Facebook Discussion Group
Pick up our book Don’t Stress Just Invest
Have a question? Ask via our website and we'll answer it on the podcast.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Expert: Ben McVicar & Jowell Amores - Infrastructure: Invest in where the world is going
28 maart 2024 · 46 min
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’. Lees meer
Listen to today’s episode with two expert infrastructure investors as they take us through the opportunities for investors in infrastructure in 2024.
In today’s episode we cover:
How infrastructure is much broader than toll roads and bridges
The way to analyse infrastructure assets and the businesses that own them
Ben and Jowell’s favourite infrastructure stocks
The trillions (yes, with a t) that will need to be invested in energy infrastructure to drive decarbonisation and the energy transition
Why airports have been such a great infrastructure asset
Resources discussed:
Learn more about Magellan Financial Group’s infrastructure funds on their website
Want to ask a question or join us on the podcast, hit us up via our website.
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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.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Austr…
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Super-for-Housing 🤮, Pimp my Portfolio 💰 & investing in India 🇮🇳
27 maart 2024 · 40 min
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. Lees meer
Here's what else you'll hear
The details behind the Australian opposition's proposed superannuation-for-housing policy
Why we think the policy isn't a great idea (but will probably still happen anyway)
Pimp my portfolio returns as Luke Laretive reviews Bjorn's portfolio
We answer a question about how Ren invests in India
Resources discussed:
Pick up tickets for our upcoming live show: Ask an Advisor
Want to speak to Luke one-on-one? Fill out this form and ask for Luke
Join the Facebook Discussion Group
Pick up our book Don’t Stress Just Invest
Emoji's in title - yay or nay? Let us know via our website.
Submit your portfolio or ask a question, also via our website.
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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.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for m…
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Ask an Advisor: Glen Hare - The most common questions Aussies are asking advisors
25 maart 2024 · 40 min
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. Lees meer
In this episode, we unpack those questions. Including:
Strategies to build passive income
Setting your retirement goal and FIRE number
How much we should be investing while young
Balancing investing inside of superannuation and outside of it
How young people can keep momentum with their finances while moving overseas
Considerations for buying and paying off your first home
Resources discussed:
Looking to speak to Glen or an advisor at Fox & Hare? Fill out this form and ask for Glen
Secure your ticket to see Glen live at our upcoming live show: Ask an Advisor
Want to ask a question or join us on the podcast, hit us up via our website.
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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.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.co…
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Interest rate expectations, supermarket inquiries & ASX 200 rebalance - who's in, who's out?
24 maart 2024 · 34 min
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? Lees meer
That’s not all we discuss in another big episode of Equity Mates:
The 4 companies that made it into the ASX200, including one that is up 158% in the past 12 months
What investors that own an ASX200 ETF need to do
The 9 enquiries into supermarket price gouging
Some of the numbers behind Aussie supermarkets and how they compare to their international peers
What 40 economists believe will happen next to Australian interest rates
What economists believe will happen over in the US as well
Resources discussed:
Pick up tickets for our upcoming live show: Ask an Advisor
Join the Facebook Discussion Group to read the full supermarket payment terms email
Pick up our book Don’t Stress Just Invest
Want to ask a question or join us on the podcast, hit us up via our website.
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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.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian F…
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Expert: Kerry Craig - Portfolio construction and beating home country bias | JP Morgan Asset Management
21 maart 2024 · 29 min
Australia is just 2% of the global stock market and yet, the majority of Aussie investors have most of their money in Aussie stocks. Lees meer
Today we’re joined by Kerry Craig from JP Morgan Asset Management who is busting us out of our home country bias and helping us right our portfolio construction.
In today’s episode we cover:
Why home country bias is a concern for investors
The practical ways to break out of your home country bias and invest globally
A 101 on portfolio construction
Some general rules of thumb for asset allocation
Why JP Morgan Asset Management is bringing active ETFs to the ASX
Resources discussed:
Pick up tickets for our upcoming live show: Ask an Advisor
Learn more about JP Morgan Asset Management's ASX-listed Active ETFs on their website.
Want to ask a question or join us on the podcast, hit us up via our website.
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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.
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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.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, pl…
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The magic of compounding, Speccy Magee returns & when does Boeing become a good investment?
20 maart 2024 · 31 min
Just how powerful is compounding? We unpack some of the mind blowing numbers in this episode. Lees meer
That’s not all we discuss in another big episode of Equity Mates:
What the hell is going on at Boeing?
When does the aviation giant become a good investment?
Which S&P 500 company is having a worse year than Boeing
Why compounding really is the 8th wonder of the world
Speccy Magee returns to unpack the world of crypto speccies, including DogWifHat
Resources discussed:
Pick up tickets for our upcoming live show: Ask an Advisor
Money Smart Compound Interest Calculator
Pick up our book Don’t Stress Just Invest
Want to ask a question or join us on the podcast, hit us up via our website.
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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.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Buy or Sell: Adam Keily with Andrew Page
18 maart 2024 · 28 min
We're back for the latest episode of Buy or Sell. Lees meer
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.
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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.
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Top 5 ASX stocks of the past 10 years, TikTok, Temu & Shein make news & a crypto market update
17 maart 2024 · 36 min
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. Lees meer
Hopefully you had a couple in your portfolio.
That’s not all we discuss in another big episode of Equity Mates:
We look at the crazy growth of Shein & Temu in Australia
What happens if TikTok gets banned or sold in the US
We reveal the top 5 ASX stocks of the past decade (that aren’t mining)
Then we look at the top performing miners as well
Finally, we chat to Tracey from the Crypto Curious podcast about what is happening with Bitcoin, Ethereum and the world of crypto
Resources discussed:
Pick up tickets for our upcoming live show: Ask an Advisor
We built our list of top ASX-listed stocks on TIKR
Listen to Tracey on the Crypto Curious Podcast (Apple | Spotify)
Pick up our book Don’t Stress Just Invest
Want to ask a question or join us on the podcast, hit us up via our website.
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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 unsur…
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Switching brokers, terrible financial advice & has Bryce beaten the market?
13 maart 2024 · 31 min
Bryce has been investing since 2003. In this episode we find out if he has beaten the overall stock market index in that time. Lees meer
That’s not all we cover in today’s episode:
How stock markets around the world are hitting all time highs
The bull market in crypto
The best way to switch brokers
One of the worst stock market predictions we’ve ever read
Resources discussed:
Sign up to Sharesight and track your portfolio like Bryce
Pick up our book Don’t Stress Just Invest
All of our company data comes from TIKR
Want to ask a question or join us on the podcast, hit us up via our website.
—------
We’re back with our first live event of 2024.
Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor.
Click here for more information and to secure your tickets.
—------
Want to keep learning? Check out the Rask + Equity Mates investing courses.
We’ve worked with the team at Rask Invest to produce two great investing courses:
Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio
The Value Investor Program goes deep into stock selection and valuation.
For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES.
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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…
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Expert: Aswath Damodaran - Valuation 101: Every number tells a story
11 maart 2024 · 43 min
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. Lees meer
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.
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Want to keep learning? Check out the Rask + Equity Mates investing courses.
We’ve worked with the team at Rask Invest to produce two great investing courses:
Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio
The Value Investor Program goes deep into stock selection and valuation.
For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES.
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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 shoul…
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Pimp my portfolio returns, 2024's hottest commodity & we review Same as Ever by Morgan Housel
10 maart 2024 · 41 min
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. Lees meer
In this episode we also:
Cover Nancy Pelosi’s latest stock pick (and the controversy around her stock trading more broadly)
Are joined by Romero for the latest Pimp my Portfolio
Discuss Morgan Housel’s latest book, Same As Ever
Links mentioned:
Link to Morgan Housel’s Same as Always
Facebook Discussion Group
Want to get in touch with Luke? Fill out this form.
Want to ask a question or join us on the podcast, hit us up via our website.
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Want to keep learning? Check out the Rask + Equity Mates investing courses.
We’ve worked with the team at Rask Invest to produce two great investing courses:
Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio
The Value Investor Program goes deep into stock selection and valuation.
For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES.
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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 Fi…
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7 takeaways from Buffett letter, Reddit's IPO & a question on share registries
6 maart 2024 · 34 min
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. Lees meer
That’s not all we cover in another big episode of Equity Mates, you’ll hear:
Why Reddit is finally going to list on the share market
How Reddit’s numbers compare to two of its social media peers: Snap and Pinterest
What to do when you receive a letter from a share registry
How to sign up to a dividend reinvestment plan
Links mentioned:
Warren Buffett’s latest shareholder letter
Archive of all Buffett letters
Facebook Discussion Group
Want to get in touch with Luke? Fill out this form.
Want to ask a question or join us on the podcast, hit us up via our website.
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Want to keep learning? Check out the Rask + Equity Mates investing courses.
We’ve worked with the team at Rask Invest to produce two great investing courses:
Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio
The Value Investor Program goes deep into stock selection and valuation.
For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES.
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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 …
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Ask An Adviser: Phil Thompson - You'll never think about insurance the same
4 maart 2024 · 37 min
Insurance. It’s more interesting than you think. Lees meer
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.
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Want to keep learning? Check out the Rask + Equity Mates investing courses.
We’ve worked with the team at Rask Invest to produce two great investing courses:
Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio
The Value Investor Program goes deep into stock selection and valuation.
For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES.
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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.
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Pimp my Portfolio, two investor letters & what do UGG and Hoka have in common?
3 maart 2024 · 35 min
A big episode to start the week here at Equity Mates. We: Lees meer
Hear Bryce pitch a stock
Are joined by Maddy for Pimp my Portfolio
Unpack the lessons from 2 investor letters
Links mentioned:
2024 Community Survey
Rowan Street Capital Letter
Ace River Capital Letter
Reddit r/SecurityAnalysis
Podcast episode with Yaron Naymark on RCI Hospitality
Facebook Discussion Group
Want to get in touch with Luke? Fill out this form.
Want to ask a question or join us on the podcast, hit us up via our website.
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Want to keep learning? Check out the Rask + Equity Mates investing courses.
We’ve worked with the team at Rask Invest to produce two great investing courses:
Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio
The Value Investor Program goes deep into stock selection and valuation.
For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES.
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Uncovered: Emyria - Bringing psychedelic-assisted therapies to Australia
29 februari 2024 · 34 min
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. Lees meer
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.
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Want to keep learning? Check out the Rask + Equity Mates investing courses.
We’ve worked with the team at Rask Invest to produce two great investing courses:
Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio
The Value Investor Program goes deep into stock selection and valuation.
For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES.
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Ren's 2024 portfolio, ETF question & expert stock pitch: Australian Financial Group
28 februari 2024 · 27 min
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. Lees meer
We also:
Answer a question about deciding what ETF to buy
Hear a stock pitch from Luke Larative of Seneca Financial Group
Links mentioned:
2024 Community Survey
Facebook Discussion Group
Get in touch with Luke
Want to ask a question or join us on the podcast, hit us up via our website.
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Want to keep learning? Check out the Rask + Equity Mates investing courses.
We’ve worked with the team at Rask Invest to produce two great investing courses:
Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio
The Value Investor Program goes deep into stock selection and valuation.
For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES.
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Buy or Sell: Adam Keily with Julian McCormack
26 februari 2024 · 30 min
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. Lees meer
Want to ask a question or join us on the podcast, hit us up via our website.
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Want to keep learning? Check out the Rask + Equity Mates investing courses.
We’ve worked with the team at Rask Invest to produce two great investing courses:
Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio
The Value Investor Program goes deep into stock selection and valuation.
For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES.
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Semiconductors beyond Nvidia, Book club is back & introducing: Pimp my Portfolio
25 februari 2024 · 42 min
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. Lees meer
In this episode we want to go beyond Nvidia and have a broader conversation around semiconductors. Including:
The best performing stock in the US this year
Sam Altman’s $7 trillion plan to reshape the industry
Ren’s favourite investment idea in the industry
And that’s just the start of this episode. We also:
Launch a new segment: Pimp my Portfolio
Bring back an old favourite: Book Club
Links mentioned:
2024 Community Survey
Podcast episode with Keiran Moore on Nvidia
Explainer on Sam Altman’s $7 trillion plan
Facebook Discussion Group
Want to ask a question or join us on the podcast, hit us up via our website.
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Want to keep learning? Check out the Rask + Equity Mates investing courses.
We’ve worked with the team at Rask Invest to produce two great investing courses:
Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio
The Value Investor Program goes deep into stock selection and valuation.
For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES.
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure…
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Earnings season takeaways, an ASX 10-bagger & community stock idea
21 februari 2024 · 29 min
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. Lees meer
After that we speak to James from the Equity Mates community who has been keeping a close eye on New Zealand dairy player Synlait Milk.
Links mentioned:
2024 Community Survey
Video of OpenAI's new text-to-video product Sora
Equity Mates Facebook Discussion Group
Ben Thompson's thoughts on Apple's Vision Pro (scroll about halfway down)
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Want to keep learning? Check out the Rask + Equity Mates investing courses.
We’ve worked with the team at Rask Invest to produce two great investing courses:
Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio
The Value Investor Program goes deep into stock selection and valuation.
For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES.
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.